Who Owns GOAU?

U.S. Global GO GOLD and Precious Metal Miners ETF — Institutional Ownership & 13F Holdings

$44.25

-0.90 (-1.99%)

Market Cap

$201.4M

Shares Outstanding

4,292,192

Institutional Holders

32

Total Inst. Value

$13.1M

% of Float Held

QoQ Holder Change

+10

Institutional data as of Q1 2025

New Positions

9

Closed Positions

6

Increased

7

Decreased

4

Institutional Ownership Trend

Top 10 Institutional Holders(Q1 2025)

#FundValueShares
1Stegent Equity Advisors, Inc.$4.3M171,489
2Principia Wealth Advisory, LLCNew$2.0M83,276
3Empire Financial Management Company, LLC$1.3M50,319
4Cambridge Investment Research Advisors, Inc.$1.2M46,019
5ENVESTNET ASSET MANAGEMENT INC$932K37,129
6PRINCIPAL SECURITIES, INC.$664K35,074
7OLD MISSION CAPITAL LLCNew$538K21,454
8KINGSWOOD WEALTH ADVISORS, LLCNew$409K16,306
9MML INVESTORS SERVICES, LLC$334K13,319
10RAYMOND JAMES FINANCIAL INC$303K12,052

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Frequently Asked Questions

How many institutional investors hold GOAU?

As of Q1 2025, 32 institutional investors report holding GOAU (U.S. Global GO GOLD and Precious Metal Miners ETF) in their 13F filings.

Which hedge fund owns the most GOAU?

The largest institutional holder of GOAU is Stegent Equity Advisors, Inc. with $4.3M in shares.

Are institutions buying or selling GOAU?

This quarter, 9 institutions opened new positions in GOAU and 6 closed their positions.

What is 13F institutional ownership?

SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.

How often is institutional ownership data updated?

13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.