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Wealthgate Family Office, LLC Current Holdings: USA Stocks

Wealthgate Family Office, LLC current holdings: USA Stocks

Wealthgate Family Office, LLC reported $0.01 billion in share positions in stocks (listed in the US), 6 positions, in its Form 13F for the quarter ended 2024-09-30; the largest are EVCM, IAU, BRKB.

  • EVCM: Country of operation United States; Class COM; Shares 294,116; Value $3,047,042.
  • IAU: Country of operation United States; Class ISHARES NEW; Shares 23,097; Value $1,147,929.
  • BRKB: Country of operation —; Class CL B NEW; Shares 1,360; Value $625,954.
  • GS: Country of operation United States; Class COM; Shares 1,078; Value $533,721.

Form 13F-HR as filed (SEC CIK 1835441): quarter ended 2024-09-30, filed 2024-11-08. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.

Performance is each holding's price change from its close on the 2024-09-30 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.

StockCountry of operationClassSharesValue% of listedQuarter endFiledPerformance
EVCM
EVERCOMMERCE INC
United StatesCOM294,116$3,047,04252.42%2024-09-302024-11-08-22.68%
IAU
ISHARES GOLD TR
United StatesISHARES NEW23,097$1,147,92919.75%2024-09-302024-11-08+57.99%
BRKB
BERKSHIRE HATHAWAY INC DEL
CL B NEW1,360$625,95410.77%2024-09-302024-11-08
GS
GOLDMAN SACHS GROUP INC
United StatesCOM1,078$533,7219.18%2024-09-302024-11-08+85.06%
COIN
COINBASE GLOBAL INC
United StatesCOM CL A1,298$231,2653.98%2024-09-302024-11-08+6.65%
ASML
ASML HOLDING N V
N Y REGISTRY SHS272$226,6443.90%2024-09-302024-11-08+120.15%

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