RWM
GOLD

Ritholtz Wealth Management’s Gold.com Inc GOLD Stock Holding History

Ritholtz Wealth Management’s Portfolio GOLD Stock Details GOLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-6,355
Closed -$221K – 641
2022
Q4 		$221K Buy
+6,355
New +$201K 0.01% 516
2022
Q3 		– Sell
-6,990
Closed -$225K – 714
2022
Q2 		$225K Buy
6,990
+564
+9% +$20.3K 0.01% 473
2022
Q1 		$248K Sell
6,426
-1,824
-22% -$62.3K 0.02% 451
2021
Q4 		$252K Sell
8,250
-1,214
-13% -$40.6K 0.02% 451
2021
Q3 		$284K Buy
+9,464
New +$239K 0.02% 379

Other funds holding GOLD

American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PFMOSF
Philadelphia Financial Management of San Francisco San Francisco, California $346M AUM 30.02% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ritholtz Wealth Management's GOLD Position: Q1 2023 in Review

Ritholtz Wealth Management sold out of Gold.com Inc (GOLD) in Q1 2023, closing a stake of 6,355 shares — an estimated $221K sold.

Ritholtz Wealth Management first reported a position in GOLD in Q3 2021 and held it in 5 quarters. The position peaked at $284K in Q3 2021. 130 funds tracked by Wall St. Rank hold GOLD as of Q1 2023.

  • Ritholtz Wealth Management reported no remaining Gold.com Inc position as of Q1 2023 after selling out during the quarter.
  • Ritholtz Wealth Management sold 6,355 Gold.com Inc shares in Q1 2023, an estimated $221K.
  • Ritholtz Wealth Management first reported a position in Gold.com Inc in Q3 2021 and held it in 5 quarters.
  • Ritholtz Wealth Management's Gold.com Inc position peaked at $284K in Q3 2021.
  • 130 funds tracked by Wall St. Rank held Gold.com Inc as of Q1 2023.

Based on Ritholtz Wealth Management's 13F filing for Q1 2023, filed 20 Apr 2023.