Institutional Holders (2026 Q1)
3 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in GLDB. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | CPR Investments Inc. | 2.86% | 181,875 | $4.3M |
| 2 | HFG Wealth Management, LLC | 2.10% | 161,832 | $3.8M |
| 3 | Faithward Advisors, LLC | 1.70% | 504,058 | $11.9M |
| 4 | Encompass More Asset Management | 0.56% | 141,123 | $3.3M |
| 5 | KINGSWOOD WEALTH ADVISORS, LLC | 0.06% | 53,891 | $1.3M |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|