US Global GO Gold and Precious Metal Miners ETF
GOAU
34 hedge funds and large institutions have $14.6M invested in US Global GO Gold and Precious Metal Miners ETF in 2023 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 4 increasing their positions, 11 reducing their positions, and 4 closing their positions.
0% more funds holding
Funds holding: 34 → 34 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 4
4.06% less ownership
Funds ownership: 21.58% → 17.52% (-4.1%)
28% less capital invested
Capital invested by funds: $20.1M → $14.6M (-$5.54M)
64% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIBC Private Wealth Group
Atlanta,
Georgia
|
+$578K |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$378K |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$232K |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$211K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$38K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFS
Bard Financial Services
Branford,
Connecticut
|
-$3.96M |
| 2 |
Jane Street
New York
|
-$720K |
| 3 |
GIA
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
-$449K |
| 4 |
PCP
Proficio Capital Partners
Newton,
Massachusetts
|
-$131K |
| 5 |
LPL Financial
San Diego,
California
|
-$31.2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NSIM
26
North Star Investment Management
Chicago,
Illinois
| $14.8K | – | – | – |
|
27
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $11.9K | – | – | – |
|
|
CIA
28
Cape Investment Advisory
Mcdonough,
Georgia
| $8.83K | – | – | – |
|
|
PA
29
Parallel Advisors
San Francisco,
California
| $5.45K | – | – | – |
|
30
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $4K | -$14.6K | -900 | -75% |
|
31
Morgan Stanley
New York
| $2.97K | – | – | – |
|
|
TRCT
32
Tower Research Capital (TRC)
New York
| $1.1K | – | – | – |
|
33
First Manhattan
New York
| $59 | – | – | – |
|
34
Wells Fargo
San Francisco,
California
| $11 | +$16 | +1 | New |
|
|
BFS
35
Bard Financial Services
Branford,
Connecticut
| – | -$3.96M | -240,170 | Closed |
|
|
GIA
36
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
| – | -$449K | -27,255 | Closed |
|
|
NFSG
37
Newbridge Financial Services Group
Boca Raton,
Florida
| – | -$4.53K | -275 | Closed |
|
|
ODG
38
O'Dell Group
Cincinnati,
Ohio
| – | -$3.3K | -200 | Closed |
|
GOAU Hedge Fund Activity: Q3 2023 in Review
34 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in US Global GO Gold and Precious Metal Miners ETF (GOAU) for Q3 2023, worth a combined $14.6M — down 28% from $20.1M a quarter earlier.
Fund positioning in GOAU was balanced in Q3 2023: 4 funds opened new positions, 4 closed out, 4 added to existing stakes and 11 trimmed.
The largest buyer was CIBC Private Wealth Group, opening a new position worth an estimated $578K. The largest seller was Bard Financial Services, exiting entirely with an estimated $3.96M sold.
- 34 institutional investors held US Global GO Gold and Precious Metal Miners ETF (GOAU) as of Q3 2023, unchanged from Q2 2023.
- Funds reported $14.6M of US Global GO Gold and Precious Metal Miners ETF stock for Q3 2023, down 28% quarter-over-quarter.
- 4 funds opened new US Global GO Gold and Precious Metal Miners ETF positions in Q3 2023 and 4 closed out, a net change of 0 holders.
- The largest US Global GO Gold and Precious Metal Miners ETF buyer in Q3 2023 was CIBC Private Wealth Group, an estimated $578K added.
- The largest US Global GO Gold and Precious Metal Miners ETF seller in Q3 2023 was Bard Financial Services, an estimated $3.96M sold.
Based on aggregated 13F filings for Q3 2023.