PWM
GOLI

Prosperity Wealth Management’s Defiance Gold Enhanced Options Income ETF GOLI Stock Holding History

Prosperity Wealth Management’s Portfolio GOLI Stock Details GOLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-23,039
Closed -$413K – 308
2025
Q3 		$413K Buy
+23,039
New +$405K 0.14% 154

Other funds holding GOLI

Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
ZI
ZEGA Investments Palm Beach Gardens, Florida $973M AUM 27.27% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
WWA
Wealth Watch Advisors Englewood, Colorado $308M AUM 26.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Prosperity Wealth Management's GOLI Position: Q4 2025 in Review

Prosperity Wealth Management sold out of Defiance Gold Enhanced Options Income ETF (GOLI) in Q4 2025, closing a stake of 23,039 shares — an estimated $413K sold.

Prosperity Wealth Management first reported a position in GOLI in Q3 2025 and held it in 1 quarter. The position peaked at $413K in Q3 2025. 8 funds tracked by Wall St. Rank hold GOLI as of Q4 2025.

  • Prosperity Wealth Management reported no remaining Defiance Gold Enhanced Options Income ETF position as of Q4 2025 after selling out during the quarter.
  • Prosperity Wealth Management sold 23,039 Defiance Gold Enhanced Options Income ETF shares in Q4 2025, an estimated $413K.
  • Prosperity Wealth Management first reported a position in Defiance Gold Enhanced Options Income ETF in Q3 2025 and held it in 1 quarter.
  • Prosperity Wealth Management's Defiance Gold Enhanced Options Income ETF position peaked at $413K in Q3 2025.
  • 8 funds tracked by Wall St. Rank held Defiance Gold Enhanced Options Income ETF as of Q4 2025.

Based on Prosperity Wealth Management's 13F filing for Q4 2025, filed 27 Mar 2026.