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Prospera Financial Services’s US Global GO Gold and Precious Metal Miners ETF GOAU Stock Holding History

Prospera Financial Services’s Portfolio GOAU Stock Details GOAU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-28,115
Closed -$478K – 1114
2023
Q4 		$478K Sell
28,115
-16,019
-36% -$255K 0.02% 682
2023
Q3 		$655K Sell
44,134
-302
-0.7% -$4.91K 0.03% 533
2023
Q2 		$732K Buy
+44,436
New +$821K 0.03% 501

Other funds holding GOAU

SEA
Stegent Equity Advisors Houston, Texas $117M AUM 34.04% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
EFMC
Empire Financial Management Company New York $442M AUM 24.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LWM
Lionsbridge Wealth Management Jacksonville Beach, Florida $99.5M AUM 25.42% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Prospera Financial Services's GOAU Position: Q1 2024 in Review

Prospera Financial Services sold out of US Global GO Gold and Precious Metal Miners ETF (GOAU) in Q1 2024, closing a stake of 28,115 shares — an estimated $478K sold.

Prospera Financial Services first reported a position in GOAU in Q2 2023 and held it in 3 quarters. The position peaked at $732K in Q2 2023. 32 funds tracked by Wall St. Rank hold GOAU as of Q1 2024.

  • Prospera Financial Services reported no remaining US Global GO Gold and Precious Metal Miners ETF position as of Q1 2024 after selling out during the quarter.
  • Prospera Financial Services sold 28,115 US Global GO Gold and Precious Metal Miners ETF shares in Q1 2024, an estimated $478K.
  • Prospera Financial Services first reported a position in US Global GO Gold and Precious Metal Miners ETF in Q2 2023 and held it in 3 quarters.
  • Prospera Financial Services's US Global GO Gold and Precious Metal Miners ETF position peaked at $732K in Q2 2023.
  • 32 funds tracked by Wall St. Rank held US Global GO Gold and Precious Metal Miners ETF as of Q1 2024.

Based on Prospera Financial Services's 13F filing for Q1 2024, filed 13 Aug 2024.