GOAU Institutional Ownership & Shareholders
US GLB GLD & METAL MNRS ETF (GOAU) is currently held by 44 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $27.35M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Stegent Equity Advisors, Inc. is currently the largest disclosed institutional shareholder of GOAU tracked by InsiderSet, reporting ownership valued at approximately $5.50M in its September 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 $4.97M, representing an estimated loss of -9.69% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 80% of the total disclosed GOAU value among the investors covered in this analysis. Major shareholders include Stegent Equity Advisors, Inc., Commonwealth Equity Services, Llc, Raymond James Financial Inc, 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
44
Total Reported Value
$27.35M
Largest Holder
Stegent Equity Advisors, Inc.
Largest Position
$5.50M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
58
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. | 4.36% | 127,675 | $5,502,793 | $4,969,724 | -$533,069 | -9.69% | |
| Commonwealth Equity Services, Llc | 0.01% | 89,399 | $3,853,110 | $3,479,838 | -$373,272 | -9.69% | |
| Raymond James Financial Inc | 0.00% | 78,836 | $2,931,904 | $3,068,676 | +$136,772 | +4.66% | |
| Wbi Investments, Llc | 0.56% | 60,864 | $2,263,545 | $2,369,119 | +$105,574 | +4.66% | |
| Lpl Financial Llc | 0.00% | 48,501 | $1,803,745 | $1,887,892 | +$84,147 | +4.67% | |
| Empire Financial Management Company, Llc | 0.66% | 44,845 | $1,667,794 | $1,745,583 | +$77,789 | +4.66% | |
| Iht Wealth Management, Llc | 0.03% | 31,712 | $1,179,369 | $1,234,383 | +$55,014 | +4.66% | |
| Envestnet Asset Management Inc | 0.00% | 25,060 | $931,981 | $975,455 | +$43,474 | +4.66% | |
| Principal Securities, Inc. | 0.01% | 24,037 | $893,936 | $935,635 | +$41,699 | +4.66% | |
| Osaic Holdings, Inc. | 0.00% | 23,218 | $863,507 | $903,756 | +$40,249 | +4.66% | |
| Jane Street Group, Llc | 0.00% | 17,140 | $637,437 | $667,171 | +$29,734 | +4.66% | |
| D. E. Shaw & Co., Inc. | 0.00% | 14,831 | $551,565 | $577,294 | +$25,729 | +4.66% | |
| Mml Investors Services, Llc | 0.00% | 14,415 | $536,110 | $561,101 | +$24,991 | +4.66% | |
| Alphastar Capital Management, Llc | 0.03% | 10,900 | $469,790 | $424,280 | -$45,510 | -9.69% | |
| Tradition Wealth Management, Llc | 0.03% | 11,359 | $422,449 | $442,147 | +$19,698 | +4.66% | |
| Hbw Advisory Services Llc | 0.03% | 7,435 | $320,460 | $289,406 | -$31,054 | -9.69% | |
| Lifetime Wealth Management P.C. | 0.17% | 6,716 | $289,441 | $261,419 | -$28,022 | -9.68% | |
| Davenport & Co Llc | 0.00% | 6,500 | $280,150 | $253,011 | -$27,139 | -9.69% | |
| Weaver Consulting Group | 0.05% | 6,500 | $280,150 | $253,011 | -$27,139 | -9.69% | |
| Stifel Financial Corp | 0.00% | 7,108 | $264,347 | $276,677 | +$12,330 | +4.66% | |
| Citadel Advisors Llc | 0.00% | 6,518 | $242,404 | $253,712 | +$11,308 | +4.66% | |
| Susquehanna International Group, Llp | 0.00% | 6,242 | $232,140 | $242,969 | +$10,829 | +4.66% | |
| Kovack Advisors, Inc. | 0.01% | 5,972 | $221,860 | $232,459 | +$10,599 | +4.78% | |
| 180 Wealth Advisors, Llc | 0.02% | 5,140 | $221,534 | $200,073 | -$21,461 | -9.69% | |
| Royal Bank Of Canada | 0.00% | 3,676 | $137,000 | $143,088 | +$6,088 | +4.44% | |
| Federation Des Caisses Desjardins Du Quebec | 0.00% | 1,570 | $58,388 | $61,112 | +$2,724 | +4.67% | |
| Ubs Group Ag | 0.00% | 1,471 | $54,706 | $57,258 | +$2,552 | +4.67% | |
| Bank Of Montreal | 0.00% | 1,345 | $50,021 | $52,354 | +$2,333 | +4.66% | |
| North Star Investment Management Corp. | 0.00% | 1,000 | $43,100 | $38,925 | -$4,175 | -9.69% | |
| Cape Investment Advisory, Inc. | 0.01% | 595 | $25,645 | $23,160 | -$2,485 | -9.69% | |
| Global Trust Asset Management, Llc | 0.01% | 504 | $21,722 | $19,618 | -$2,104 | -9.69% | |
| Assetmark, Inc | 0.00% | 451 | $19,438 | $17,555 | -$1,883 | -9.69% | |
| Morgan Stanley | 0.00% | 501 | $18,636 | $19,501 | +$865 | +4.64% | |
| Allworth Financial Lp | 0.00% | 481 | $17,896 | $18,723 | +$827 | +4.62% | |
| Cwm, Llc | 0.00% | 300 | $13,308 | $11,677 | -$1,631 | -12.25% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 350 | $13,017 | $13,624 | +$607 | +4.66% | |
| Fmr Llc | 0.00% | 128 | $4,748 | $4,982 | +$234 | +4.94% | |
| Parkside Financial Bank & Trust | 0.00% | 100 | $4,310 | $3,892 | -$418 | -9.69% | |
| Group One Trading Llc | 0.00% | 84 | $3,124 | $3,270 | +$146 | +4.66% | |
| Simplex Trading, Llc | 0.00% | 77 | $2,863 | $2,997 | +$134 | +4.69% | |
| Spire Wealth Management | 0.00% | 51 | $2,198 | $1,985 | -$213 | -9.68% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 27,775 | $1,197 | $1,081,136 | +$1,079,939 | +90220.49% | |
| Ifp Advisors, Inc | 0.00% | 20 | $862 | $778 | -$84 | -9.69% | |
| Wells Fargo & Company/Mn | 0.00% | 0 | $7 | — | — | — |
Frequently asked questions about GOAU
Who are the largest institutional holders of GOAU?
The largest institutional holders of GOAU reported in the latest SEC Form 13F filings include Stegent Equity Advisors, Inc., Commonwealth Equity Services, Llc, Raymond James Financial Inc, Wbi Investments, Llc, and Lpl Financial Llc. InsiderSet ranks institutional holders by their latest reported GOAU position.
What is GOAU institutional ownership?
This page tracks GOAU positions reported by institutional investment managers through SEC Form 13F. US GLB GLD & METAL MNRS ETF (GOAU) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own GOAU?
InsiderSet currently tracks 44 institutional managers reporting GOAU holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of GOAU shareholders.
How much GOAU stock do institutions own?
Institutional investment managers disclosed approximately $27.35M in GOAU holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was GOAU institutional ownership last updated?
The latest GOAU institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional GOAU holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its GOAU position after the reporting date.
Are institutions buying or selling GOAU?
Institutional buying and selling can be analyzed by comparing GOAU positions across consecutive 13F reporting periods. InsiderSet's GOAU Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View GOAU ownership changes.
How has GOAU institutional ownership changed over time?
InsiderSet tracks GOAU institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.