WFA
GOLD

Wipfli Financial Advisors’s Gold.com Inc GOLD Stock Holding History

Wipfli Financial Advisors’s Portfolio GOLD Stock Details GOLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$7K Buy
+240
New +$7.29K ﹤0.01% 1947

Other funds holding GOLD

American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JAM
Jacobs Asset Management New York $167M AUM 22.68% 1-Year Est. Return
PFMOSF
Philadelphia Financial Management of San Francisco San Francisco, California $346M AUM 30.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wipfli Financial Advisors's GOLD Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Gold.com Inc (GOLD) in Q3 2022: 240 shares worth $7K. The stake represents ﹤0.01% of the portfolio and ranks #1947 among its holdings.

115 funds tracked by Wall St. Rank hold GOLD as of Q3 2022.

  • Wipfli Financial Advisors held 240 shares of Gold.com Inc worth $7K as of Q3 2022.
  • Gold.com Inc was a new Wipfli Financial Advisors position in Q3 2022.
  • Gold.com Inc made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1947 holding.
  • 115 funds tracked by Wall St. Rank held Gold.com Inc as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.