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US GLB GLD & Metal Mnrs ETF (GOAU)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Stegent Equity Advisors, Inc.
INCREASED
Shares127,675 from 126,152
Change+1,523 (+1%)
Value$5.5M (+$811.2K)
Filed 2026-10-13
Commonwealth Equity Services, LLC
INCREASED
Shares89,399 from 85,465
Change+3,934 (+5%)
Value$3.9M (+$674.7K)
Filed 2026-11-02
LPL Financial LLC
INCREASED
Shares69,987 from 48,501
Change+21,486 (+44%)
Value$3.0M (+$1.2M)
Filed 2026-11-06
WBI Investments, LLC
DECREASED
Shares57,495 from 60,864
Change-3,369 (-6%)
Value$2.5M (+$214.5K)
Filed 2026-11-05
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares27,775 from 39,240
Change-11,465 (-29%)
Value$1.2M (-$262.0K)
Filed 2026-11-02
AlphaStar Capital Management, LLC
UNCHANGED
Shares10,900 from 10,900
Change0 (0%)
Value$469.8K (+$64.4K)
Filed 2026-10-16
Compass Financial Management LLC
INCREASED
Shares8,325 from 13
Change+8,312 (+63938%)
Value$358.8K (+$358.3K)
Filed 2026-10-30
HBW Advisory Services LLC
DECREASED
Shares7,435 from 7,585
Change-150 (-2%)
Value$320.5K (+$38.4K)
Filed 2026-10-15
Lifetime Wealth Management P.C.
DECREASED
Shares6,716 from 6,860
Change-144 (-2%)
Value$289.4K (+$34.3K)
Filed 2026-10-29
Davenport & Co LLC
UNCHANGED
Shares6,500 from 6,500
Change0 (0%)
Value$280.2K (+$38.4K)
Filed 2026-10-14
Weaver Consulting Group
UNCHANGED
Shares6,500 from 6,500
Change0 (0%)
Value$280.2K (+$38.4K)
Filed 2026-10-07
180 Wealth Advisors, LLC
NEW
Shares5,140
Change+5,140
Value$221.5K
Filed 2026-11-03
North Star Investment Management Corp.
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$43.1K (+$5.9K)
Filed 2026-10-27
Cape Investment Advisory, Inc.
UNCHANGED
Shares595 from 595
Change0 (0%)
Value$25.6K (+$3.5K)
Filed 2026-10-13
Global Trust Asset Management, LLC
NEW
Shares504
Change+504
Value$21.7K
Filed 2026-10-19
Allworth Financial LP
UNCHANGED
Shares481 from 481
Change0 (0%)
Value$17.9K ($0)
Filed 2026-11-06
Assetmark, Inc
UNCHANGED
Shares451 from 451
Change0 (0%)
Value$19.4K (+$2.7K)
Filed 2026-10-21
Parkside Financial Bank & Trust
NEW
Shares100
Change+100
Value$4.3K
Filed 2026-10-27
Spire Wealth Management
UNCHANGED
Shares51 from 51
Change0 (0%)
Value$2.2K (+$301)
Filed 2026-10-30
IFP Advisors, Inc
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$862 (+$118)
Filed 2026-10-16
Farther Finance Advisors, LLC
CLOSED
Shares0 from 308
Change-308 (-100%)
Value$0 (-$11.5K)
Filed 2026-10-08
Simplex Trading, LLC
CLOSED
Shares0 from 77
Change-77 (-100%)
Value$0 (-$2.9K)
Filed 2026-11-04
Raymond James Financial Inc
N/A
Shares— from 78,836
Change-78,836 (-100%)
Value—
Empire Financial Management Company, LLC
N/A
Shares— from 44,845
Change-44,845 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 31,712
Change-31,712 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 25,060
Change-25,060 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 24,037
Change-24,037 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 23,218
Change-23,218 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 17,140
Change-17,140 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 14,831
Change-14,831 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 14,415
Change-14,415 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 11,359
Change-11,359 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 7,108
Change-7,108 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 6,518
Change-6,518 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 6,242
Change-6,242 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 5,972
Change-5,972 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 3,676
Change-3,676 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 1,741
Change-1,741 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 1,570
Change-1,570 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,471
Change-1,471 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 1,345
Change-1,345 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 501
Change-501 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 500
Change-500 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 350
Change-350 (-100%)
Value—
FMR LLC
N/A
Shares— from 128
Change-128 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 84
Change-84 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 0
Change0
Value—
Status
Stegent Equity Advisors, Inc.
INCREASED127,675126,152+1,523+1%$4.7M$5.5M+$811.2K2026-10-13
Commonwealth Equity Services, LLC
INCREASED89,39985,465+3,934+5%$3.2M$3.9M+$674.7K2026-11-02
LPL Financial LLC
INCREASED69,98748,501+21,486+44%$1.8M$3.0M+$1.2M2026-11-06
WBI Investments, LLC
DECREASED57,49560,864-3,369-6%$2.3M$2.5M+$214.5K2026-11-05
Cambridge Investment Research Advisors, Inc.
DECREASED27,77539,240-11,465-29%$1.5M$1.2M-$262.0K2026-11-02
AlphaStar Capital Management, LLC
UNCHANGED10,90010,90000%$405.4K$469.8K+$64.4K2026-10-16
Compass Financial Management LLC
INCREASED8,32513+8,312+63938%$483$358.8K+$358.3K2026-10-30
HBW Advisory Services LLC
DECREASED7,4357,585-150-2%$282.1K$320.5K+$38.4K2026-10-15
Lifetime Wealth Management P.C.
DECREASED6,7166,860-144-2%$255.1K$289.4K+$34.3K2026-10-29
Davenport & Co LLC
UNCHANGED6,5006,50000%$241.7K$280.2K+$38.4K2026-10-14
Weaver Consulting Group
UNCHANGED6,5006,50000%$241.7K$280.2K+$38.4K2026-10-07
180 Wealth Advisors, LLC
NEW5,140—+5,140——$221.5K—2026-11-03
North Star Investment Management Corp.
UNCHANGED1,0001,00000%$37.2K$43.1K+$5.9K2026-10-27
Cape Investment Advisory, Inc.
UNCHANGED59559500%$22.1K$25.6K+$3.5K2026-10-13
Global Trust Asset Management, LLC
NEW504—+504——$21.7K—2026-10-19
Allworth Financial LP
UNCHANGED48148100%$17.9K$17.9K$02026-11-06
Assetmark, Inc
UNCHANGED45145100%$16.8K$19.4K+$2.7K2026-10-21
Parkside Financial Bank & Trust
NEW100—+100——$4.3K—2026-10-27
Spire Wealth Management
UNCHANGED515100%$1.9K$2.2K+$3012026-10-30
IFP Advisors, Inc
UNCHANGED202000%$744$862+$1182026-10-16
Farther Finance Advisors, LLC
CLOSED0308-308-100%$11.5K$0-$11.5K2026-10-08
Simplex Trading, LLC
CLOSED077-77-100%$2.9K$0-$2.9K2026-11-04
Raymond James Financial Inc
N/A—78,836-78,836-100%$2.9M———
Empire Financial Management Company, LLC
N/A—44,845-44,845-100%$1.7M———
IHT Wealth Management, LLC
N/A—31,712-31,712-100%$1.2M———
Envestnet Asset Management Inc
N/A—25,060-25,060-100%$932.0K———
Principal Securities, Inc.
N/A—24,037-24,037-100%$893.9K———
Osaic Holdings, Inc.
N/A—23,218-23,218-100%$863.5K———
Jane Street Group, LLC
N/A—17,140-17,140-100%$637.4K———
D. E. Shaw & Co., Inc.
N/A—14,831-14,831-100%$551.6K———
MML Investors Services, LLC
N/A—14,415-14,415-100%$536.1K———
Tradition Wealth Management, LLC
N/A—11,359-11,359-100%$422.4K———
Stifel Financial Corp
N/A—7,108-7,108-100%$264.3K———
Citadel Advisors LLC
N/A—6,518-6,518-100%$242.4K———
Susquehanna International Group, LLP
N/A—6,242-6,242-100%$232.1K———
Kovack Advisors, Inc.
N/A—5,972-5,972-100%$221.9K———
Royal Bank of Canada
N/A—3,676-3,676-100%$137.0K———
Regatta Research & Money Management
N/A—1,741-1,741-100%$64.7K———
Federation des caisses Desjardins du Quebec
N/A—1,570-1,570-100%$58.4K———
UBS Group AG
N/A—1,471-1,471-100%$54.7K———
Bank of Montreal
N/A—1,345-1,345-100%$50.0K———
Morgan Stanley
N/A—501-501-100%$18.6K———
AE Wealth Management LLC
N/A—500-500-100%$18.6K———
Steward Partners Investment Advisory, LLC
N/A—350-350-100%$13.0K———
FMR LLC
N/A—128-128-100%$4.7K———
Group One Trading LLC
N/A—84-84-100%$3.1K———
Wells Fargo & Company
N/A—00—$7———
Showing 47 of 47 institutions