RWB
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RMR Wealth Builders’s Global X Gold Explorers ETF NEW GOEX Stock Holding History

RMR Wealth Builders’s Portfolio GOEX Stock Details GOEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-81
Closed -$2K – 367
2021
Q1 		$2K Buy
+81
New +$2.58K ﹤0.01% 730

Other funds holding GOEX

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TFS
TrustCore Financial Services Brentwood, Tennessee $1.14B AUM 13.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RMR Wealth Builders's GOEX Position: Q2 2021 in Review

RMR Wealth Builders sold out of Global X Gold Explorers ETF NEW (GOEX) in Q2 2021, closing a stake of 81 shares — an estimated $2K sold.

RMR Wealth Builders first reported a position in GOEX in Q1 2021 and held it in 1 quarter. The position peaked at $2K in Q1 2021. 21 funds tracked by Wall St. Rank hold GOEX as of Q2 2021.

  • RMR Wealth Builders reported no remaining Global X Gold Explorers ETF NEW position as of Q2 2021 after selling out during the quarter.
  • RMR Wealth Builders sold 81 Global X Gold Explorers ETF NEW shares in Q2 2021, an estimated $2K.
  • RMR Wealth Builders first reported a position in Global X Gold Explorers ETF NEW in Q1 2021 and held it in 1 quarter.
  • RMR Wealth Builders's Global X Gold Explorers ETF NEW position peaked at $2K in Q1 2021.
  • 21 funds tracked by Wall St. Rank held Global X Gold Explorers ETF NEW as of Q2 2021.

Based on RMR Wealth Builders's 13F filing for Q2 2021, filed 16 Aug 2021.