| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Daren Blonski Fermata Advisors LLC | 14,323 | $442,895.61 | $459,768.3 | $16,872.69 | 3.81% |
| JG Jacob Going Alpine Bank Wealth Management | 18,854 | $721,031.66 | $601,433.17 | -$119,598.49 | -16.59% |
Courtney Holt Compound Planning, Inc. | 22,831 | $798,071.14 | $728,298.17 | -$69,772.97 | -8.74% |
Jefferson H. West Legacy Investment Solutions LLC | 109,347 | $3.34M | $3.44M | $102,303.99 | 3.06% |
Legacy Wealth Managment LLC/ID Legacy Wealth Managment LLC/ID | 589 | $20,485.35 | $18,553.5 | -$1,931.85 | -9.43% |
| ARCA Exchange | US Country |
This company is an investment entity that explicitly focuses on providing its investors with the opportunity to gain exposure to the gold market. It aims to achieve its investment objective by substantially maintaining economic exposure to both the physical gold and gold futures markets. The strategic investment approach indicates a specialized concentration in gold-related assets, primarily through investments in COMEX Gold Warrants and gold futures contracts executed via a subsidiary. This entity distinguishes itself by committing to a non-diversified investment strategy, strictly concentrating on the gold sector, thereby offering investors a dedicated channel to gold investments.
The company offers specialized investment products focused on gold, detailed as follows: