Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

First Tr Exchng Traded Fd VI (GAUG)

102 + Investors. Track Smart Money conviction in GAUG. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -1
Streak
2Q ▼
Buyers last Q
28%

Smart Money Signals — GAUG

Based on 102 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds reduced or closed their GAUG positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (95% of max)

95% of all-time peak
102 hedge funds hold GAUG right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +34% more funds vs a year ago

fund count last 6Q
+26 new funds entered over the past year (+34% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🔴

Heavy selling pressure — only 28% buying

23 buying58 selling
Last quarter: 58 funds sold vs only 23 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
➡️

Steady new buyers — ~12 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 29 → 17 → 8 → 12. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 31% long-term, 18% new

■ 31% conviction (2yr+) ■ 51% medium ■ 18% new
Of the 102 current holders: 32 (31%) held >2 years, 52 held 1–2 years, and 18 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
⚠️

Saturation — most institutions already know this story

11 → 29 → 17 → 8 → 12 new funds/Q
New funds entering each quarter: 29 → 17 → 8 → 12. Far fewer institutions are entering now vs. a year ago. When the pool of potential new buyers shrinks this fast, future price support from institutional inflows weakens significantly.
📊

Mixed cohorts — 32% veterans, 33% new entrants

■ 32% veterans ■ 34% 1-2yr ■ 33% new
Of 102 current holders: 33 (32%) held 2+ years, 35 held 1–2 years, 34 (33%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 5% AUM from top-100

5% from top-100 AUM funds
8 of 102 holders rank in the top 100 by AUM, but together hold only 5% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.5
out of 10
Moderate Exit Risk
Exit risk score 4.5/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — GAUG

In 2026 Q2, 23 hedge funds were net buyers of GAUG (12 opened a new position, 11 added to an existing one), while 58 reduced or exited (45 trimmed, 13 sold completely) — a 28% buyer ratio, indicating net institutional distribution. Net selling has persisted for two consecutive quarters. Net fund flow last quarter: -1 funds (more exits than new entries). Total institutional holders: 102.

Hedge Fund Ownership: GAUG

How many hedge funds hold GAUG — quarterly history vs. share price
Quarterly hedge fund ownership of GAUG vs. share price

Market Analysis: GAUG

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: GAUG

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

4 top-rated funds 0 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
0.6
/ 10
conviction
Hedge Fund Positioning: GAUG
102 + Investors

Track Smart Money conviction in GAUG. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 102 103 -0.97%
13F Shares 4M 4M 11.26%
Total Value $167M $140M 19.55%
New Positions 12 8 +4
Increased Positions 11 20 -9
Closed Positions 13 12 +1
Reduced Positions 45 37 +8
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: GAUG

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Institutional Holders (2026 Q2)

102 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in GAUG. Verified SEC 13F-HR filings.

QUARTER:
Top 25 GAUG holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Schulz Wealth, LTD. 1.63% 76,101 $3.2M
2 Milestone Asset Management, LLC 0.97% 149,372 $6.2M
3 Chris Bulman Inc 0.65% 43,286 $1.8M
4 Tanglewood Legacy Advisors, LLC 0.65% 48,766 $2.0M
5 Crosspoint Financial, LLC 0.47% 5,000 $207K
6 Sage Capital Advisors,llc 0.47% 54,533 $2.3M
7 Arax Advisory Partners 0.42% 1,526,954 $63.2M
8 City Holding Co 0.26% 55,600 $2.3M
9 Grantvest Financial Group LLC 0.22% 9,373 $388K
10 Financial Network Wealth Advisors LLC 0.22% 5,249 $217K
11 Fsb Premier Wealth Management, INC. 0.20% 17,517 $726K
12 Benson Wealth Management INC 0.16% 3,773 $156K
13 IMG Wealth Management, Inc. 0.12% 5,246 $217K
14 Mayfair Advisory Group, LLC 0.11% 9,123 $379K
15 Uptick Partners, LLC 0.11% 17,707 $733K
16 WealthPLAN Partners, LLC 0.11% 14,134 $585K
17 Cornerstone Wealth, LLC/TN 0.11% 5,119 $213K
18 Founders Financial Securities LLC 0.09% 44,760 $1.9M
19 Americana Partners, LLC 0.09% 93,760 $3.9M
20 Keystone Wealth Services, LLC 0.08% 10,401 $431K
21 WealthPlan Investment Management, LLC 0.08% 38,015 $1.6M
22 LVZ, Inc. 0.08% 17,960 $744K
23 Reicon Wealth Advisors, LLC 0.07% 2,911 $121K
24 C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.07% 35,170 $1.5M
25 Diligent Investors, LLC 0.07% 7,465 $309K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — First Tr Exchng Traded Fd VI (GAUG)

What does the Smart Money Trend signal show for GAUG?

Selling streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds reduced or closed their GAUG positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for GAUG?

Heavy selling pressure — only 28% buying: Last quarter: 58 funds sold vs only 23 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

What is the fund quality score for GAUG holders?

Smaller funds dominant — 5% AUM from top-100: 8 of 102 holders rank in the top 100 by AUM, but together hold only 5% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held GAUG?

Mixed — 31% long-term, 18% new: Of the 102 current holders: 32 (31%) held >2 years, 52 held 1–2 years, and 18 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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