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US Global GO Gold and Precious Metal Miners ETF

32 hedge funds and large institutions have $13.9M invested in US Global GO Gold and Precious Metal Miners ETF in 2024 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 5 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 5

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

3% more funds holding

Funds holding: 3132 (+1)

3.15% more ownership

Funds ownership: 13.17%16.32% (+3.1%)

2% more capital invested

Capital invested by funds: $13.6M → $13.9M (+$304K)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
32
Holders Change
+1
Holders Change %
+3.23%
% of All Funds
0.42%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
7
Increased
12
Reduced
5
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SEA
1
Stegent Equity Advisors
Texas
$3.21M +$367K +17,303 +11%
PWA
2
Principia Wealth Advisory
Texas
$2.98M +$3.34M +157,262 New
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$1.15M +$71K +3,345 +6%
Jane Street
4
Jane Street
New York
$992K -$95.5K -4,500 -8%
EFMC
5
Empire Financial Management Company
New York
$966K -$34.2K -1,610 -3%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$703K -$25.2K -1,187 -3%
LPL Financial
7
LPL Financial
California
$699K +$83.4K +3,930 +12%
PS
8
Principal Securities
Iowa
$664K -$9.19K -433 -1%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$569K +$275K +12,943 +76%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$451K +$6.24K +294 +1%
MML Investors Services
11
MML Investors Services
Massachusetts
$238K +$266K +12,550 New
Raymond James Financial
12
Raymond James Financial
Florida
$237K +$266K +12,510 New
WCG
13
Weaver Consulting Group
California
$227K
TWM
14
Tradition Wealth Management
Minnesota
$214K +$4.31K +203 +2%
ACM
15
AlphaStar Capital Management
North Carolina
$206K
Osaic Holdings
16
Osaic Holdings
Arizona
$126K +$108K +5,102 +333%
UBS Group
17
UBS Group
Switzerland
$63.5K +$60.3K +2,839 +556%
CFGS
18
Concourse Financial Group Securities
Alabama
$45.8K +$12.7K +600 +37%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$39K +$4.5K +212 +12%
FDCDDQ
20
Federation des caisses Desjardins du Quebec
Quebec, Canada
$29.7K
NSIM
21
North Star Investment Management
Illinois
$18.9K
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$15.2K
Morgan Stanley
23
Morgan Stanley
New York
$13.3K -$7.41K -349 -33%
CIA
24
Cape Investment Advisory
Georgia
$11.3K
AF
25
Allworth Financial
California
$9.74K +$212 +10 +2%

GOAU Hedge Fund Activity: Q4 2024 in Review

32 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in US Global GO Gold and Precious Metal Miners ETF (GOAU) for Q4 2024, worth a combined $13.9M — up 2.2% from $13.6M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new GOAU positions and 5 closed out — a net gain of 2 holders — while 12 added to existing stakes and 5 trimmed.

The largest buyer was Stegent Equity Advisors, adding an estimated $367K. The largest seller was Lionsbridge Wealth Management, exiting entirely with an estimated $986K sold.

  • 32 institutional investors held US Global GO Gold and Precious Metal Miners ETF (GOAU) as of Q4 2024, up from 31 in Q3 2024.
  • Funds reported $13.9M of US Global GO Gold and Precious Metal Miners ETF stock for Q4 2024, up 2.2% quarter-over-quarter.
  • 7 funds opened new US Global GO Gold and Precious Metal Miners ETF positions in Q4 2024 and 5 closed out, a net change of +2 holders.
  • The largest US Global GO Gold and Precious Metal Miners ETF buyer in Q4 2024 was Stegent Equity Advisors, an estimated $367K added.
  • The largest US Global GO Gold and Precious Metal Miners ETF seller in Q4 2024 was Lionsbridge Wealth Management, an estimated $986K sold.

Based on aggregated 13F filings for Q4 2024.