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U.S. Capital Wealth Advisors’s US Global GO Gold and Precious Metal Miners ETF GOAU Stock Holding History

U.S. Capital Wealth Advisors’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
2023
Q1 		– Sell
-500
Closed -$7.75K – 996
2022
Q4 		$7.75K Buy
+500
New +$7.19K ﹤0.01% 1308

Other funds holding GOAU

SEA
Stegent Equity Advisors Houston, Texas $117M AUM 34.04% 1-Year Est. Return
BFS
Bard Financial Services Branford, Connecticut $911M AUM 19.14% 1-Year Est. Return
PCP
Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return
EFMC
Empire Financial Management Company New York $442M AUM 24.42% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $2.7B AUM 23.82% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $420M AUM 14.29% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

U.S. Capital Wealth Advisors's GOAU Position: Q1 2023 in Review

U.S. Capital Wealth Advisors sold out of US Global GO Gold and Precious Metal Miners ETF (GOAU) in Q1 2023, closing a stake of 500 shares — an estimated $7.75K sold.

U.S. Capital Wealth Advisors first reported a position in GOAU in Q4 2022 and held it in 1 quarter. The position peaked at $7.75K in Q4 2022. 31 funds tracked by Wall St. Rank hold GOAU as of Q1 2023.

  • U.S. Capital Wealth Advisors reported no remaining US Global GO Gold and Precious Metal Miners ETF position as of Q1 2023 after selling out during the quarter.
  • U.S. Capital Wealth Advisors sold 500 US Global GO Gold and Precious Metal Miners ETF shares in Q1 2023, an estimated $7.75K.
  • U.S. Capital Wealth Advisors first reported a position in US Global GO Gold and Precious Metal Miners ETF in Q4 2022 and held it in 1 quarter.
  • U.S. Capital Wealth Advisors's US Global GO Gold and Precious Metal Miners ETF position peaked at $7.75K in Q4 2022.
  • 31 funds tracked by Wall St. Rank held US Global GO Gold and Precious Metal Miners ETF as of Q1 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.