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

Tradition 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
2024 Q1	–	Sell	-226	Closed	-$6K	–	712
2023 Q4	$6K	Hold	226	–	–	﹤0.01%	1108
2023 Q3	$5K	Hold	226	–	–	﹤0.01%	1176
2023 Q2	$5K	Hold	226	–	–	﹤0.01%	1208
2023 Q1	$6K	Buy	226 +2	+0.9%	+$52	﹤0.01%	1108
2022 Q4	$6K	Hold	224	–	–	﹤0.01%	1008
2022 Q3	$5K	Buy	224 +1	+0.4%	+$22	﹤0.01%	1068
2022 Q2	$5K	Hold	223	–	–	﹤0.01%	952
2022 Q1	$7K	Buy	223 +4	+2%	+$120	﹤0.01%	967
2021 Q4	$6K	Hold	219	–	–	﹤0.01%	1019
2021 Q3	$6K	Buy	219 +1	+0.5%	+$29	﹤0.01%	1006
2021 Q2	$7K	Buy	+218	New	+$7.23K	﹤0.01%	1010
2021 Q1	–	Sell	-213	Closed	-$7K	–	890
2020 Q4	$7K	Buy	+213	New	+$7.41K	﹤0.01%	800

Other funds holding GOEX

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

GRP

Global Retirement Partners San Rafael, California $5.64B AUM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

IGWM

ICA Group Wealth Management Denver, Colorado $167M AUM 18.57% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Tradition Wealth Management's GOEX Position: Q1 2024 in Review

Tradition Wealth Management sold out of Global X Gold Explorers ETF NEW (GOEX) in Q1 2024, closing a stake of 226 shares — an estimated $6K sold.

Tradition Wealth Management first reported a position in GOEX in Q4 2020 and held it in 12 quarters. The position peaked at $7K in Q1 2022. 13 funds tracked by Wall St. Rank hold GOEX as of Q1 2024.

Tradition Wealth Management reported no remaining Global X Gold Explorers ETF NEW position as of Q1 2024 after selling out during the quarter.
Tradition Wealth Management sold 226 Global X Gold Explorers ETF NEW shares in Q1 2024, an estimated $6K.
Tradition Wealth Management first reported a position in Global X Gold Explorers ETF NEW in Q4 2020 and held it in 12 quarters.
Tradition Wealth Management's Global X Gold Explorers ETF NEW position peaked at $7K in Q1 2022.
13 funds tracked by Wall St. Rank held Global X Gold Explorers ETF NEW as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.