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TCFG Wealth Management’s Global X Gold Explorers ETF NEW GOEX Stock Holding History

TCFG Wealth Management’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
2026
Q1 		– Sell
-6,530
Closed -$526K – 282
2025
Q4 		$526K Sell
6,530
-2,245
-26% -$165K 0.21% 127
2025
Q3 		$596K Buy
+8,775
New +$459K 0.23% 106

Other funds holding GOEX

NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

TCFG Wealth Management's GOEX Position: Q1 2026 in Review

TCFG Wealth Management sold out of Global X Gold Explorers ETF NEW (GOEX) in Q1 2026, closing a stake of 6,530 shares — an estimated $526K sold.

TCFG Wealth Management first reported a position in GOEX in Q3 2025 and held it in 2 quarters. The position peaked at $596K in Q3 2025. 27 funds tracked by Wall St. Rank hold GOEX as of Q1 2026.

  • TCFG Wealth Management reported no remaining Global X Gold Explorers ETF NEW position as of Q1 2026 after selling out during the quarter.
  • TCFG Wealth Management sold 6,530 Global X Gold Explorers ETF NEW shares in Q1 2026, an estimated $526K.
  • TCFG Wealth Management first reported a position in Global X Gold Explorers ETF NEW in Q3 2025 and held it in 2 quarters.
  • TCFG Wealth Management's Global X Gold Explorers ETF NEW position peaked at $596K in Q3 2025.
  • 27 funds tracked by Wall St. Rank held Global X Gold Explorers ETF NEW as of Q1 2026.

Based on TCFG Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.