Stock Analysis
Data Source: SEC EDGAR 13F
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ETF Ser Solutions (GOAU)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +1
Streak
6Q ▲
Buyers last Q
55%

Smart Money Signals — GOAU

Based on 47 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 6 quarters in a row

last 6Q
For 6 consecutive quarters, more hedge funds added GOAU than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
47 hedge funds hold GOAU 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.
📶

Steady growth — +15% more funds vs a year ago

fund count last 6Q
+6 new funds entered over the past year (+15% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 55% buying

24 buying20 selling
Last quarter: 24 funds bought or added vs 20 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~12 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 11 → 6 → 9 → 12. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

51% of holders stayed for 2+ years

■ 51% conviction (2yr+) ■ 30% medium ■ 19% new
24 out of 47 hedge funds have held GOAU for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares +14%, value -2%

Value
-1%
Shares
+13%
Last quarter: funds added +14% more shares while total portfolio value only changed -2%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

10 → 11 → 6 → 9 → 12 new funds/Q
New funds entering each quarter: 11 → 6 → 9 → 12. A growing number of institutions are discovering GOAU each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 60% veterans vs 28% newcomers

■ 60% veterans ■ 13% 1-2yr ■ 28% new
Entry-cohort mix of 47 holders: 28 (60%) are 2+ year veterans, 6 entered 1–2 years ago, and 13 (28%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 15% AUM from top-100

15% from top-100 AUM funds
12 of 46 holders rank in the top 100 by AUM, but together hold only 15% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

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 — GOAU

In 2026 Q2, 24 hedge funds were net buyers of GOAU (12 opened a new position, 12 added to an existing one), while 20 reduced or exited (9 trimmed, 11 sold completely) — a 55% buyer ratio, indicating a slight buying edge. This marks 6 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +1 funds (more new holders than closures). Total institutional holders: 47.

Hedge Fund Ownership: GOAU

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

Market Analysis: GOAU

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: GOAU

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

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

3 top-rated funds 0 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
0.7
/ 10
conviction
Hedge Fund Positioning: GOAU
2026 Q3 Stats Unlock in 44 days 45 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 45 46 -2.17%
13F Shares 781K 739K 5.7%
Total Value $28M $31M -10.29%
New Positions 11 9 +2
Increased Positions 12 13 -1
Closed Positions 11 6 +5
Reduced Positions 9 11 -2
Total Calls 0 2 -100.0%
Total Puts 0 1 -100.0%
PUT/CALL Ratio 0.0 0.5 Bullish

Statistics: GOAU

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Institutional Holders (2026 Q2)

45 + investors

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

QUARTER:
Top 25 GOAU holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Stegent Equity Advisors, Inc. 3.36% 126,152 $4.7M
2 Principia Wealth Advisory, LLC 1.50% 59,890 $2.7M
3 Empire Financial Management Company, LLC 0.66% 44,845 $1.7M
4 Millington Securities, LLC 0.63% 51,718 $2.3M
5 Wbi Investments, LLC 0.56% 60,864 $2.3M
6 Lifetime Wealth Management P.C. 0.15% 6,860 $255K
7 Regatta Research & Money Management 0.06% 1,741 $65K
8 Weaver Consulting Group 0.05% 6,500 $242K
9 Tradition Wealth Management, LLC 0.03% 11,359 $422K
10 AlphaStar Capital Management, LLC 0.03% 10,900 $405K
11 Hbw Advisory Services LLC 0.03% 7,585 $282K
12 IHT Wealth Management, LLC 0.03% 31,712 $1.2M
13 Principal Securities, INC. 0.01% 24,037 $894K
14 Kovack Advisors, Inc. 0.01% 5,972 $222K
15 Cape Investment Advisory, Inc. 0.01% 595 $22K
16 Commonwealth Equity Services, LLC 0.00% 85,465 $3.2M
17 North Star Investment Management Corp. 0.00% 1,000 $37K
18 DAVENPORT & Co LLC 0.00% 6,500 $242K
19 Mml Investors Services, LLC 0.00% 14,415 $536K
20 Osaic Holdings, INC. 0.00% 23,218 $864K
21 Integrated Wealth Concepts LLC 0.00% 5,011 $186K
22 Raymond James Financial Inc 0.00% 78,836 $2.9M
23 LPL Financial LLC 0.00% 48,501 $1.8M
24 D. E. Shaw & Co., Inc. 0.00% 14,831 $552K
25 Envestnet Asset Management Inc 0.00% 25,060 $932K
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 — ETF Ser Solutions (GOAU)

What does the Smart Money Trend signal show for GOAU?

Buying streak — 6 quarters in a row: For 6 consecutive quarters, more hedge funds added GOAU than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for GOAU?

Slight buying edge — 55% buying: Last quarter: 24 funds bought or added vs 20 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for GOAU holders?

Smaller funds dominant — 15% AUM from top-100: 12 of 46 holders rank in the top 100 by AUM, but together hold only 15% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held GOAU?

51% of holders stayed for 2+ years: 24 out of 47 hedge funds have held GOAU for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

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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