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United Capital Financial Advisors’s Global X Gold Explorers ETF NEW GOEX Stock Holding History

United Capital Financial Advisors’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 		$344K Buy
+4,065
New +$374K ﹤0.01% 1267

Other funds holding GOEX

NA
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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

United Capital Financial Advisors's GOEX Position: Q1 2026 in Review

United Capital Financial Advisors opened a new position in Global X Gold Explorers ETF NEW (GOEX) in Q1 2026: 4,065 shares worth $344K. The stake represents ﹤0.01% of the portfolio and ranks #1267 among its holdings.

27 funds tracked by Wall St. Rank hold GOEX as of Q1 2026.

  • United Capital Financial Advisors held 4,065 shares of Global X Gold Explorers ETF NEW worth $344K as of Q1 2026.
  • Global X Gold Explorers ETF NEW was a new United Capital Financial Advisors position in Q1 2026.
  • Global X Gold Explorers ETF NEW made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #1267 holding.
  • 27 funds tracked by Wall St. Rank held Global X Gold Explorers ETF NEW as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.