US GLB GLD & METAL MNRS ETF (GOAU) Institutional Shareholders
US GLB GLD & METAL MNRS ETF (GOAU) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $27.04M in GOAU holdings during the latest filing period.
Stegent Equity Advisors, Inc. is currently the largest disclosed institutional shareholder of GOAU tracked by InsiderSet, reporting ownership valued at approximately $4.69M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $4.59M, representing an estimated loss of -2.20% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 83% of the total disclosed GOAU value among the investors covered in this analysis. Major shareholders include Stegent Equity Advisors, Inc., Lpl Financial Llc, Commonwealth Equity Services, Llc, and several other long-term asset managers with concentrated positions in US GLB GLD & METAL MNRS ETF (GOAU).
This page ranks the largest institutional GOAU shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
43
Total Reported Value
$27.04M
Largest Holder
Stegent Equity Advisors, Inc.
Largest Position
$4.69M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
51
Funds Exiting Positions
2
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Stegent Equity Advisors, Inc. | 3.36% | 126,152 | $4,691,593 | $4,588,148 | -$103,445 | -2.20% | |
| Lpl Financial Llc | 0.00% | 74,225 | $3,292,605 | $2,699,563 | -$593,042 | -18.01% | |
| Commonwealth Equity Services, Llc | 0.00% | 85,465 | $3,178,452 | $3,108,362 | -$70,090 | -2.21% | |
| Raymond James Financial Inc | 0.00% | 64,030 | $2,840,363 | $2,328,771 | -$511,592 | -18.01% | |
| Wbi Investments, Llc | 0.63% | 51,718 | $2,294,233 | $1,880,984 | -$413,249 | -18.01% | |
| Empire Financial Management Company, Llc | 0.45% | 44,729 | $1,984,189 | $1,626,794 | -$357,395 | -18.01% | |
| Sanctuary Advisors, Llc | 0.01% | 32,019 | $1,420,363 | $1,164,531 | -$255,832 | -18.01% | |
| Osaic Holdings, Inc. | 0.00% | 21,745 | $964,630 | $790,866 | -$173,764 | -18.01% | |
| Principal Securities, Inc. | 0.01% | 21,129 | $937,282 | $768,462 | -$168,820 | -18.01% | |
| Envestnet Asset Management Inc | 0.00% | 25,060 | $931,981 | $911,432 | -$20,549 | -2.20% | |
| Tradition Wealth Management, Llc | 0.04% | 11,359 | $503,894 | $413,127 | -$90,767 | -18.01% | |
| Alphastar Capital Management, Llc | 0.03% | 10,900 | $405,371 | $396,433 | -$8,938 | -2.20% | |
| Mml Investors Services, Llc | 0.00% | 7,805 | $346,227 | $283,868 | -$62,359 | -18.01% | |
| Gts Securities Llc | 0.01% | 7,297 | $323,695 | $265,392 | -$58,303 | -18.01% | |
| Lifetime Wealth Management P.C. | 0.18% | 7,282 | $323,019 | $264,846 | -$58,173 | -18.01% | |
| Mariner, Llc | 0.00% | 6,740 | $298,986 | $245,134 | -$53,852 | -18.01% | |
| Hbw Advisory Services Llc | 0.03% | 7,585 | $282,077 | $275,866 | -$6,211 | -2.20% | |
| Davenport & Co Llc | 0.00% | 6,500 | $241,735 | $236,405 | -$5,330 | -2.20% | |
| Weaver Consulting Group | 0.05% | 6,500 | $241,735 | $236,405 | -$5,330 | -2.20% | |
| Cetera Investment Advisers | 0.00% | 5,024 | $222,865 | $182,723 | -$40,142 | -18.01% | |
| Kovack Advisors, Inc. | 0.01% | 5,972 | $221,860 | $217,202 | -$4,658 | -2.10% | |
| Stifel Financial Corp | 0.00% | 4,818 | $213,726 | $175,231 | -$38,495 | -18.01% | |
| Beaumont Financial Advisors, Llc | 0.01% | 4,541 | $201,438 | $165,156 | -$36,282 | -18.01% | |
| Simplex Trading, Llc | 0.01% | 4,136 | $183,472 | $150,426 | -$33,046 | -18.01% | |
| Royal Bank Of Canada | 0.00% | 2,862 | $127,000 | $104,091 | -$22,909 | -18.04% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 1,773 | $78,650 | $64,484 | -$14,166 | -18.01% | |
| Federation Des Caisses Desjardins Du Quebec | 0.00% | 1,570 | $69,645 | $57,101 | -$12,544 | -18.01% | |
| Bank Of Montreal | 0.00% | 1,345 | $59,664 | $48,918 | -$10,746 | -18.01% | |
| North Star Investment Management Corp. | 0.00% | 1,000 | $37,190 | $36,370 | -$820 | -2.20% | |
| Morgan Stanley | 0.00% | 511 | $22,698 | $18,585 | -$4,113 | -18.12% | |
| Cape Investment Advisory, Inc. | 0.01% | 595 | $22,128 | $21,640 | -$488 | -2.20% | |
| Allworth Financial Lp | 0.00% | 481 | $21,346 | $17,494 | -$3,852 | -18.05% | |
| Assetmark, Inc | 0.00% | 451 | $16,773 | $16,403 | -$370 | -2.21% | |
| Cwm, Llc | 0.00% | 300 | $13,308 | $10,911 | -$2,397 | -18.01% | |
| Farther Finance Advisors, Llc | 0.00% | 308 | $11,455 | $11,202 | -$253 | -2.21% | |
| Group One Trading Llc | 0.00% | 84 | $3,726 | $3,055 | -$671 | -18.01% | |
| Northwestern Mutual Wealth Management Co | 0.00% | 69 | $3,061 | $2,510 | -$551 | -18.02% | |
| Spire Wealth Management | 0.00% | 51 | $1,897 | $1,855 | -$42 | -2.22% | |
| Fmr Llc | 0.00% | 38 | $1,686 | $1,382 | -$304 | -18.03% | |
| Western Wealth Management, Llc | 0.00% | 35 | $1,553 | $1,273 | -$280 | -18.03% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 39,240 | $1,459 | $1,427,159 | +$1,425,700 | +97717.60% | |
| Ifp Advisors, Inc | 0.00% | 20 | $744 | $727 | -$17 | -2.23% | |
| Wells Fargo & Company/Mn | 0.00% | 0 | $17 | — | — | — |
Frequently asked questions about GOAU
Who owns the most GOAU stock?
The largest holders of GOAU are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for US GLB GLD & METAL MNRS ETF (GOAU).
Is GOAU widely held by superinvestors?
Many widely followed stocks like GOAU appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly GOAU is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.