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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
Q2 		$282K Buy
4,075
+10
+0.2% +$813 ﹤0.01% 1392
2026
Q1 		$344K Buy
+4,065
New +$374K ﹤0.01% 1267

Other funds holding GOEX

NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
VF
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

United Capital Financial Advisors's GOEX Position: Q2 2026 in Review

United Capital Financial Advisors increased its Global X Gold Explorers ETF NEW (GOEX) stake by 0.25% in Q2 2026, buying an estimated $813 and bringing the position to 4,075 shares worth $282K. The position accounts for ﹤0.01% of the portfolio, ranked #1392.

United Capital Financial Advisors first reported a position in GOEX in Q1 2026 and has held it in 2 quarters since. The position peaked at $344K in Q1 2026. 28 funds tracked by Wall St. Rank hold GOEX as of Q2 2026.

  • United Capital Financial Advisors held 4,075 shares of Global X Gold Explorers ETF NEW worth $282K as of Q2 2026.
  • United Capital Financial Advisors bought 10 Global X Gold Explorers ETF NEW shares in Q2 2026, an estimated $813.
  • Global X Gold Explorers ETF NEW made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1392 holding.
  • United Capital Financial Advisors first reported a position in Global X Gold Explorers ETF NEW in Q1 2026 and has held it in 2 quarters since.
  • United Capital Financial Advisors's Global X Gold Explorers ETF NEW position peaked at $344K in Q1 2026.
  • 28 funds tracked by Wall St. Rank held Global X Gold Explorers ETF NEW as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.