Who owns GOAU
Which tracked institutional funds hold GOAU, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See GOAU company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-26). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on GOAU is one-sided between 2026-Q1 and 2026-Q2: 3 added or opened and 9 trimmed or exited — on balance reducing.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
GOAU’s largest tracked holder by dollar value, Stegent Equity Advisors, Inc., sizes it at 3.4% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 3.4pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in GOAU divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 44 tracked filers holding GOAU, 22 increased or opened the position and 20 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in GOAU between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 3
- IHT Wealth Management, LLC$1M
- JANE STREET GROUP, LLC$637K
- D. E. Shaw & Co., Inc.$552K
Full exits 3
- MILLINGTON SECURITIES, LLC$2M
- Cambridge Investment Research Advisors, Inc.$2M
- Sanctuary Advisors, LLC$1M
Largest trims
- LPL Financial LLC$1M
- Stegent Equity Advisors, Inc.$1M
- HBW ADVISORY SERVICES LLC$661K
- COMMONWEALTH EQUITY SERVICES, LLC$428K
- Empire Financial Management Company, LLC$316K
- Principia Wealth Advisory, LLC$285K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Stegent Equity Advisors, Inc. trimmed | 126,152 | $5M | 12.3% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 85,465 | $3M | 8.4% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 78,836 | $3M | 7.7% | 2026-Q2 |
| Principia Wealth Advisory, LLC added | 63,636 | $2M | 6.2% | 2026-Q2 |
| WBI INVESTMENTS, LLC added | 60,864 | $2M | 6.0% | 2026-Q2 |
| LPL Financial LLC trimmed | 48,501 | $2M | 4.7% | 2026-Q2 |
| Empire Financial Management Company, LLC added | 44,845 | $2M | 4.4% | 2026-Q2 |
| IHT Wealth Management, LLC new | 31,712 | $1M | 3.1% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 25,060 | $932K | 2.5% | 2026-Q2 |
| PRINCIPAL SECURITIES, INC. added | 24,037 | $894K | 2.4% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 23,218 | $864K | 2.3% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 17,140 | $637K | 1.7% | 2026-Q2 |
| D. E. Shaw & Co., Inc. new | 14,831 | $552K | 1.5% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 14,415 | $536K | 1.4% | 2026-Q2 |
| Tradition Wealth Management, LLC | 11,359 | $422K | 1.1% | 2026-Q2 |
| AlphaStar Capital Management, LLC | 10,900 | $405K | 1.1% | 2026-Q2 |
| HBW ADVISORY SERVICES LLC trimmed | 7,585 | $282K | 0.7% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 7,108 | $264K | 0.7% | 2026-Q2 |
| Lifetime Wealth Management P.C. trimmed | 6,860 | $255K | 0.7% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 6,518 | $242K | 0.6% | 2026-Q2 |
| DAVENPORT & Co LLC | 6,500 | $242K | 0.6% | 2026-Q2 |
| Weaver Consulting Group | 6,500 | $242K | 0.6% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 6,242 | $232K | 0.6% | 2026-Q2 |
| Kovack Advisors, Inc. | 5,972 | $222K | 0.6% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 3,676 | $137K | 0.4% | 2026-Q2 |
| Regatta Research & Money Management new | 1,741 | $65K | 0.2% | 2026-Q2 |
| Federation des caisses Desjardins du Quebec | 1,570 | $58K | 0.2% | 2026-Q2 |
| UBS Group AG trimmed | 1,471 | $55K | 0.1% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ | 1,345 | $50K | 0.1% | 2026-Q2 |
| North Star Investment Management Corp. | 1,000 | $37K | 0.1% | 2026-Q2 |
| Cape Investment Advisory, Inc. added | 595 | $22K | 0.1% | 2026-Q2 |
| MORGAN STANLEY trimmed | 501 | $19K | 0.0% | 2026-Q2 |
| AE Wealth Management LLC | 500 | $19K | 0.0% | 2026-Q2 |
| Allworth Financial LP | 481 | $18K | 0.0% | 2026-Q2 |
| ASSETMARK, INC | 451 | $17K | 0.0% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC trimmed | 350 | $13K | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC | 308 | $11K | 0.0% | 2026-Q2 |
| FMR LLC added | 128 | $5K | 0.0% | 2026-Q2 |
| GROUP ONE TRADING LLC | 84 | $3K | 0.0% | 2026-Q2 |
| SIMPLEX TRADING, LLC trimmed | 77 | $3K | 0.0% | 2026-Q2 |
| Spire Wealth Management trimmed | 51 | $2K | 0.0% | 2026-Q2 |
| IFP Advisors, Inc new | 20 | $744 | 0.0% | 2026-Q2 |
| COMPASS FINANCIAL MANAGEMENT LLC new | 13 | $483 | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN | 0 | $7 | 0.0% | 2026-Q2 |
| MILLINGTON SECURITIES, LLC new | 51,718 | $2M | 6.0% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. added | 36,679 | $2M | 4.3% | 2026-Q1 stale (1 quarter behind) |
| Sanctuary Advisors, LLC trimmed | 32,019 | $1M | 3.7% | 2026-Q1 stale (1 quarter behind) |
| GTS SECURITIES LLC new | 7,297 | $324K | 0.9% | 2026-Q1 stale (1 quarter behind) |
| Mariner, LLC | 6,740 | $299K | 0.8% | 2026-Q1 stale (1 quarter behind) |
| 180 WEALTH ADVISORS, LLC trimmed | 5,470 | $243K | 0.6% | 2026-Q1 stale (1 quarter behind) |
| Strategic Financial Concepts, LLC added | 5,034 | $223K | 0.6% | 2026-Q1 stale (1 quarter behind) |
| Cetera Investment Advisers trimmed | 5,024 | $223K | 0.6% | 2026-Q1 stale (1 quarter behind) |
| Beaumont Financial Advisors, LLC new | 4,541 | $201K | 0.5% | 2026-Q1 stale (1 quarter behind) |
| CWM, LLC | 300 | $13K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO new | 69 | $3K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Western Wealth Management, LLC new | 35 | $2K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Kestra Advisory Services, LLC new | 494 | $21K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| Realta Investment Advisors new | 111 | $5K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Caitlin John, LLC trimmed | 97 | $4K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Kilter Group LLC trimmed | 0 | $3 | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Sowell Financial Services LLC new | 50,820 | $2M | 5.4% | 2025-Q3 stale (3 quarters behind) |
| OLD MISSION CAPITAL LLC added | 25,430 | $746K | 2.0% | 2025-Q2 stale (4 quarters behind) |
| Lido Advisors, LLC new | 7,964 | $234K | 0.6% | 2025-Q2 stale (4 quarters behind) |
| PRUDENTIAL PLC trimmed | 7,790 | $229K | 0.6% | 2025-Q2 stale (4 quarters behind) |
| Kiker Wealth Management, LLC | 334 | $10K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| BLAIR WILLIAM & CO/IL | 22 | $645 | 0.0% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.