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Institutional Ownership · SEC Form 13F

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-Q1 13F filings (latest filed 2026-05-19). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

44
Institutional holders
712K
Shares held (tracked funds)

How the tape is positioned

7 tracked funds added or opened GOAU while 4 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.

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 4.9% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 4.9pp 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 2025-Q4 and 2026-Q1, across 44 tracked filers holding GOAU, 21 increased or opened the position and 17 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 2025-Q4 and 2026-Q1 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 1

  • WBI INVESTMENTS, LLC$2M

Full exits 2

  • Principia Wealth Advisory, LLC$3M
  • CITADEL ADVISORS LLC$2M

Largest adds

  • RAYMOND JAMES FINANCIAL INC$2M
  • Cambridge Investment Research Advisors, Inc.$1M
  • OSAIC HOLDINGS, INC.$678K
  • Stegent Equity Advisors, Inc.$434K
  • COMMONWEALTH EQUITY SERVICES, LLC$370K
  • LPL Financial LLC$335K

Largest trims

  • Sanctuary Advisors, LLC$488K
  • MML INVESTORS SERVICES, LLC$253K

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).

FundSharesReported value% of valueQuarter
Stegent Equity Advisors, Inc. added129,807$6M13.8%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC added81,300$4M8.6%2026-Q1
LPL Financial LLC added74,225$3M7.9%2026-Q1
RAYMOND JAMES FINANCIAL INC added64,030$3M6.8%2026-Q1
WBI INVESTMENTS, LLC new51,718$2M5.5%2026-Q1
Empire Financial Management Company, LLC trimmed44,729$2M4.7%2026-Q1
Cambridge Investment Research Advisors, Inc. added36,679$2M3.9%2026-Q1
Sanctuary Advisors, LLC trimmed32,019$1M3.4%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added22,361$992K2.4%2026-Q1
OSAIC HOLDINGS, INC. added21,745$965K2.3%2026-Q1
HBW ADVISORY SERVICES LLC trimmed21,255$943K2.3%2026-Q1
PRINCIPAL SECURITIES, INC. added21,129$937K2.2%2026-Q1
Tradition Wealth Management, LLC11,359$504K1.2%2026-Q1
AlphaStar Capital Management, LLC10,900$484K1.2%2026-Q1
MML INVESTORS SERVICES, LLC trimmed7,805$346K0.8%2026-Q1
GTS SECURITIES LLC new7,297$324K0.8%2026-Q1
Lifetime Wealth Management P.C. added7,282$323K0.8%2026-Q1
Mariner, LLC6,740$299K0.7%2026-Q1
Weaver Consulting Group trimmed6,500$288K0.7%2026-Q1
DAVENPORT & Co LLC6,500$288K0.7%2026-Q1
Kovack Advisors, Inc.5,972$277K0.7%2026-Q1
180 WEALTH ADVISORS, LLC trimmed5,470$243K0.6%2026-Q1
Strategic Financial Concepts, LLC added5,034$223K0.5%2026-Q1
Cetera Investment Advisers trimmed5,024$223K0.5%2026-Q1
STIFEL FINANCIAL CORP trimmed4,818$214K0.5%2026-Q1
Beaumont Financial Advisors, LLC new4,541$201K0.5%2026-Q1
SIMPLEX TRADING, LLC added4,136$183K0.4%2026-Q1
ROYAL BANK OF CANADA added2,862$127K0.3%2026-Q1
Steward Partners Investment Advisory, LLC added1,773$79K0.2%2026-Q1
Federation des caisses Desjardins du Quebec1,570$70K0.2%2026-Q1
BANK OF MONTREAL /CAN/1,345$60K0.1%2026-Q1
North Star Investment Management Corp.1,000$44K0.1%2026-Q1
MORGAN STANLEY added511$23K0.1%2026-Q1
AE Wealth Management LLC500$22K0.1%2026-Q1
Allworth Financial LP481$21K0.1%2026-Q1
ASSETMARK, INC451$20K0.0%2026-Q1
Farther Finance Advisors, LLC trimmed308$14K0.0%2026-Q1
CWM, LLC300$13K0.0%2026-Q1
Spire Wealth Management new124$6K0.0%2026-Q1
GROUP ONE TRADING LLC84$4K0.0%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO new69$3K0.0%2026-Q1
FMR LLC added38$2K0.0%2026-Q1
Western Wealth Management, LLC new35$2K0.0%2026-Q1
WELLS FARGO & COMPANY/MN trimmed0$170.0%2026-Q1
Principia Wealth Advisory, LLC added68,792$3M7.0%2025-Q4 stale
CITADEL ADVISORS LLC added52,078$2M5.3%2025-Q4 stale
Sowell Financial Services LLC new50,820$2M4.9%2025-Q3 stale
OLD MISSION CAPITAL LLC added25,430$746K1.8%2025-Q2 stale
JANE STREET GROUP, LLC trimmed15,360$618K1.5%2025-Q3 stale
SUSQUEHANNA INTERNATIONAL GROUP, LLP12,910$519K1.2%2025-Q3 stale
KINGSWOOD WEALTH ADVISORS, LLC new16,306$409K1.0%2025-Q1 stale
Lido Advisors, LLC new7,964$234K0.6%2025-Q2 stale
PRUDENTIAL PLC trimmed7,790$229K0.5%2025-Q2 stale
UBS Group AG added4,053$163K0.4%2025-Q3 stale
Kestra Advisory Services, LLC trimmed494$21K0.1%2025-Q4 stale
PNC Financial Services Group, Inc.800$20K0.0%2025-Q1 stale
Cape Investment Advisory, Inc. trimmed400$17K0.0%2025-Q4 stale
Kiker Wealth Management, LLC334$10K0.0%2025-Q2 stale
Realta Investment Advisors new111$5K0.0%2025-Q4 stale
Caitlin John, LLC trimmed97$4K0.0%2025-Q4 stale
BANK OF AMERICA CORP /DE/ trimmed100$3K0.0%2025-Q1 stale
BLAIR WILLIAM & CO/IL22$6450.0%2025-Q2 stale
Kilter Group LLC trimmed0$30.0%2025-Q4 stale
CONCOURSE FINANCIAL GROUP SECURITIES, INC.00.0%2025-Q2 stale

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.

HoldersTotal shares

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.

Learn how to read institutional ownership