GOEX GLOBAL X FDS
FollowGLOBAL X GOLD EX (fund)
12 managers (12 13F filers) reported a position in GOEX shares at 2025-03-31, 226,643 shares in all. 2 filers opened a position and 4 filers sold out during the quarter.
- Managers
- 12
- 13F filers
- 12
- New
- 2
- Added
- 4
- Reduced
- 2
- Sold out
- 4
- Shares held by filers
- 226,643
Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.
13D and 13G filers
No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q1 2025
Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| MORGAN STANLEYin group MORGAN STANLEY | 121,482 | $4.62M | <0.01% | -5,966 | 13F-HRTimelineGroup |
| LPL Financial LLC | 46,488 | $1.77M | <0.01% | +26,597 | 13F-HRTimeline |
| Federation des caisses Desjardins du Qu… | 36,125 | $1.37M | 0.01% | +2,300 | 13F-HRTimeline |
| Compound Planning, Inc. | 18,271 | $694K | 0.03% | new | 13F-HRTimeline |
| BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/ | 2,296 | $87.2K | <0.01% | -4,101 | 13F-HRTimelineGroup |
| OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC. | 672 | $25.6K | <0.01% | +276 | 13F-HRTimelineGroup |
| Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC | 607 | $23.1K | <0.01% | new | 13F-HRTimelineGroup |
| Hara Capital LLC | 480 | $18.2K | 0.01% | 0 | 13F-HRTimeline |
| Allworth Financial LP | 171 | $7.08K | <0.01% | 0 | 13F-HRTimeline |
| Anchor Investment Management, LLC | 50 | $1.9K | <0.01% | 0 | 13F-HRTimeline |
| WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN | 1 | $20 | <0.01% | +1 | 13F-HRTimelineGroup |
| CONCOURSE FINANCIAL GROUP SECURITIES, I… | 0 | $0 | 0 | 13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios. |