Selective Wealth Management’s US Global GO Gold and Precious Metal Miners ETF GOAU Stock Holding History

Selective Wealth Management’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
2022 Q1	–	Sell	-2,575	Closed	-$46K	–	756
2021 Q4	$46K	Hold	2,575	–	–	0.02%	281
2021 Q3	$42K	Buy	2,575 +800	+45%	+$14.7K	0.02%	276
2021 Q2	$34K	Buy	+1,775	New	+$36.8K	0.03%	228

Other funds holding GOAU

PCP

Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return

LWM

Lionsbridge Wealth Management Jacksonville Beach, Florida $99.5M AUM 25.42% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

WCG

Weaver Consulting Group Huntington Beach, California $420M AUM 14.29% 1-Year Est. Return

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $2.7B AUM 23.82% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Selective Wealth Management's GOAU Position: Q1 2022 in Review

Selective Wealth Management sold out of US Global GO Gold and Precious Metal Miners ETF (GOAU) in Q1 2022, closing a stake of 2,575 shares — an estimated $46K sold.

Selective Wealth Management first reported a position in GOAU in Q2 2021 and held it in 3 quarters. The position peaked at $46K in Q4 2021. 27 funds tracked by Wall St. Rank hold GOAU as of Q1 2022.

Selective Wealth Management reported no remaining US Global GO Gold and Precious Metal Miners ETF position as of Q1 2022 after selling out during the quarter.
Selective Wealth Management sold 2,575 US Global GO Gold and Precious Metal Miners ETF shares in Q1 2022, an estimated $46K.
Selective Wealth Management first reported a position in US Global GO Gold and Precious Metal Miners ETF in Q2 2021 and held it in 3 quarters.
Selective Wealth Management's US Global GO Gold and Precious Metal Miners ETF position peaked at $46K in Q4 2021.
27 funds tracked by Wall St. Rank held US Global GO Gold and Precious Metal Miners ETF as of Q1 2022.

Based on Selective Wealth Management's 13F filing for Q1 2022, filed 20 Apr 2022.