Signals

← Signals

☆SGOL

473 in-universe funds with a nonzero position in SGOL within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#1097
Score / z0.051 / 0.06
Consensus155.16 over 286 funds
Momentumnot computed

Price & positioning

227 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

No ownership or capital-structure filings on file for this ticker.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
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Fund Positions
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Quarters Held
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Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆Metis Global Partners, LLC CIK 0001594916 0.657 714 252.7 6.0% 3 +0.1 pp +1.6 pp +6.0 pp +6.0 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 179.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 156.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 124.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 95.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 84.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 75.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 71.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GUARDIAN POINT CAPITAL, LP CIK 0001595932 0.562 14 53.4 16.5% 3 -0.5 pp -0.8 pp +16.5 pp +16.5 pp
☆PURE PORTFOLIOS HOLDINGS LLC CIK 0002041678 0.680 104 41.6 12.5% 3 +0.9 pp +1.7 pp +12.5 pp +12.5 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 41.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Almanack Investment Partners, LLC. CIK 0001680613 0.176 321 41.3 7.0% 3 +1.0 pp +3.0 pp +7.0 pp +7.0 pp
☆Ethos Financial Group, LLC CIK 0001954242 0.258 648 41.0 3.0% 3 +0.2 pp +0.4 pp +3.0 pp +3.0 pp
☆Jain Global LLC CIK 0002024579 0.024 1417 26.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 25.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 25.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆W1M Asset Management Ltd CIK 0001767559 0.885 203 25.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 24.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameliora Wealth Management Ltd. CIK 0001910168 0.478 229 24.2 7.4% 3 +1.1 pp +1.6 pp +7.4 pp +7.4 pp
☆Towneley Capital Management, Inc / DE CIK 0002004980 0.878 46 24.0 5.1% 3 +0.2 pp +0.5 pp +5.1 pp +5.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 23.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 22.6 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 22.2 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆BFSG, LLC CIK 0001706836 0.376 765 20.4 2.0% 3 +0.2 pp +0.2 pp +2.0 pp +2.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 20.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allen Capital Group, LLC CIK 0001601384 0.535 316 19.1 1.8% 3 -0.3 pp -0.1 pp +1.8 pp +1.8 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 18.9 0.6% 3 -0.2 pp -0.4 pp +0.6 pp +0.6 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 18.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WT Wealth Management CIK 0001780507 0.246 138 18.6 5.3% 3 +0.4 pp +1.9 pp +5.3 pp +5.3 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 17.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stonebridge Financial Group, LLC CIK 0002009367 0.338 275 17.7 1.5% 3 +0.1 pp +0.3 pp +1.5 pp +1.5 pp
☆ADVISORS MANAGEMENT GROUP INC /ADV CIK 0000842766 0.396 159 17.6 3.2% 3 +0.4 pp +0.4 pp +3.2 pp +3.2 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 17.0 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 16.1 0.1% 3 +0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Newman Dignan & Sheerar, Inc. CIK 0001566493 0.453 197 15.6 3.3% 3 +0.0 pp +0.2 pp +3.3 pp +3.3 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 15.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Encompass More Asset Management CIK 0002011218 0.126 270 15.3 2.8% 3 +0.2 pp +0.5 pp +2.8 pp +2.8 pp
☆Mountain Lake Investment Management LLC CIK 0001308555 0.344 31 14.9 11.3% 3 -1.3 pp -2.2 pp +11.3 pp +11.3 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 14.7 0.5% 3 +0.0 pp +0.1 pp +0.5 pp +0.5 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 14.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Choate Investment Advisors CIK 0001399794 0.922 472 14.2 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆MRWM Advisors, LLC CIK 0001732949 0.327 80 14.0 7.5% 4 +0.1 pp +0.8 pp +1.5 pp +7.5 pp
☆Cypress Capital, LLC CIK 0001729939 0.629 110 13.1 3.7% 3 +0.3 pp +0.7 pp +3.7 pp +3.7 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 13.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Norris Financial Group, LLC CIK 0002129318 0.094 82 12.6 4.3% 5 +0.1 pp +0.4 pp -0.5 pp +0.7 pp
☆180 WEALTH ADVISORS, LLC CIK 0001730817 0.300 486 12.4 1.4% 3 +0.1 pp +0.1 pp +1.4 pp +1.4 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 12.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 12.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Management Associates, Inc CIK 0002008851 0.640 153 11.7 2.6% 3 -0.3 pp -0.8 pp +2.6 pp +2.6 pp
☆Kensington Asset Management, LLC CIK 0001979884 0.823 39 11.5 0.6% 2 +0.2 pp +0.6 pp +0.6 pp +0.6 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 11.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Inspire Advisors, LLC CIK 0001810558 0.441 725 11.1 1.0% 3 +0.2 pp +0.4 pp +1.0 pp +1.0 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 11.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 10.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fiduciary Alliance LLC CIK 0001954805 0.260 535 10.6 0.7% 3 +0.2 pp +0.2 pp +0.7 pp +0.7 pp
☆Harvest Fund Management Co., Ltd CIK 0001694126 0.484 455 10.2 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Timber Creek Capital Management LLC CIK 0001510848 0.327 80 9.5 2.2% 3 +0.2 pp +0.3 pp +2.2 pp +2.2 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 9.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 9.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Avestar Capital, LLC CIK 0001704404 0.627 490 9.4 0.6% 3 +0.2 pp +0.3 pp +0.6 pp +0.6 pp
☆Empirical Asset Management, LLC CIK 0001926596 0.100 448 8.5 2.4% 3 +0.7 pp +0.5 pp +2.4 pp +2.4 pp
☆China Universal Asset Management Co., Ltd. CIK 0001906594 0.356 513 8.4 0.6% 3 +0.2 pp +0.2 pp +0.6 pp +0.6 pp
☆Evelyn Partners Asset Management Ltd CIK 0002065207 0.302 308 8.3 1.9% 2 +0.2 pp +1.9 pp +1.9 pp +1.9 pp
☆BCM ADVISORS, LLC CIK 0001373017 0.760 80 8.1 1.6% 3 +0.2 pp +0.2 pp +1.6 pp +1.6 pp
☆Avos Capital Management, LLC CIK 0001948622 0.794 22 7.7 3.4% 3 -0.1 pp +0.3 pp +3.4 pp +3.4 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 7.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 7.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MONECO ADVISORS, LLC CIK 0001765690 0.360 595 6.3 0.5% 4 +0.0 pp +0.1 pp +0.0 pp +0.5 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 6.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 6.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 6.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC CIK 0001803229 0.000 1 5.9 1.7% 3 +0.6 pp +0.7 pp +1.7 pp +1.7 pp
☆Terra Nova Asset Management LLC CIK 0001658652 0.114 93 5.5 3.6% 3 +0.4 pp +0.6 pp +3.6 pp +3.6 pp
☆Luminist Capital LLC CIK 0001807270 0.130 418 5.5 6.7% 3 +2.3 pp +2.5 pp +6.7 pp +6.7 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 5.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 5.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 5.3 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 5.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Narwhal Capital Management CIK 0001461287 0.675 155 4.8 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆SYON CAPITAL LLC CIK 0001999353 0.452 949 4.7 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 4.7 0.3% 3 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Worth Asset Management, LLC CIK 0001927285 0.074 212 4.5 1.9% 3 +0.8 pp -0.3 pp +1.9 pp +1.9 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 4.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 4.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Wealth Watch Advisors, INC CIK 0002040515 0.165 123 4.1 1.5% 3 +0.7 pp +1.1 pp +1.5 pp +1.5 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 3.9 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
☆Centurion Wealth Management LLC CIK 0001951368 0.226 283 3.9 0.9% 2 +0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 3.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 3.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global View Capital Management LLC CIK 0001994495 0.226 146 3.5 0.7% 3 -3.2 pp +0.0 pp +0.7 pp +0.7 pp
☆Pekin Hardy Strauss, Inc. CIK 0001020317 0.172 511 3.5 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 3.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆True North Advisors, LLC CIK 0001634556 0.493 291 3.4 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Global Assets Advisory, LLC CIK 0001942932 0.029 322 3.4 1.0% 3 +0.1 pp +0.1 pp +1.0 pp +1.0 pp
☆Bison Wealth, LLC CIK 0001845251 0.528 477 3.4 0.4% 3 -0.1 pp -0.1 pp +0.4 pp +0.4 pp
☆AMARA FINANCIAL, LLC. CIK 0001934965 0.735 48 3.4 2.3% 3 +0.0 pp +0.1 pp +2.3 pp +2.3 pp
☆MATAURO, LLC CIK 0002052964 0.684 158 3.3 0.5% 3 +0.0 pp +0.0 pp +0.5 pp +0.5 pp
☆Aspect Partners, LLC CIK 0001985284 0.319 679 3.3 1.4% 3 +0.1 pp +0.1 pp +1.4 pp +1.4 pp
☆Creative Planning CIK 0001540235 0.979 4196 3.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Jump Financial, LLC CIK 0001831577 0.000 1935 3.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIDUCIARY FINANCIAL GROUP, LLC CIK 0001925420 0.574 373 3.1 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆A. D. Beadell Investment Counsel, Inc. CIK 0001569102 0.199 104 3.0 1.9% 3 +0.1 pp +0.1 pp +1.9 pp +1.9 pp
☆BOS Asset Management, LLC CIK 0001965814 0.309 204 2.9 0.8% 3 +0.0 pp +0.1 pp +0.8 pp +0.8 pp
☆Castle Rock Wealth Management, LLC CIK 0001727605 0.230 268 2.9 0.6% 4 +0.1 pp +0.1 pp +0.1 pp +0.6 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 2.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 2.7 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Wealth Alliance Advisory Group, LLC CIK 0001735734 0.556 203 2.5 0.4% 3 +0.0 pp +0.1 pp +0.4 pp +0.4 pp
☆Evelyn Partners Investment Management Services Ltd CIK 0002065205 0.390 281 2.5 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 2.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆CAPE COD FIVE CENTS SAVINGS BANK CIK 0001054646 0.421 203 2.5 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC CIK 0001352860 0.600 716 2.4 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆Lifeworks Advisors, LLC CIK 0001882132 0.288 337 2.4 0.3% 3 -0.1 pp -0.2 pp +0.3 pp +0.3 pp
☆Mirabaud & Cie SA CIK 0001869685 0.590 53 2.4 0.8% 3 +0.1 pp +0.2 pp +0.8 pp +0.8 pp
☆Legacy Wealth Asset Management, LLC CIK 0001846151 0.167 380 2.4 0.6% 3 +0.0 pp +0.1 pp +0.6 pp +0.6 pp
☆SHEETS SMITH WEALTH MANAGEMENT CIK 0001157436 0.386 408 2.4 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Xcel Wealth Management, LLC CIK 0001791002 0.303 139 2.3 0.6% 3 +0.1 pp +0.2 pp +0.6 pp +0.6 pp
☆Marble Harbor Investment Counsel, LLC CIK 0001387130 0.545 200 2.2 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 2.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆FIG FINANCIAL ADVISORY SERVICES INC /ADV CIK 753967 0.017 74 2.2 1.4% 4 -0.8 pp -0.5 pp -0.1 pp +1.4 pp
☆Resonant Capital Advisors, LLC CIK 0001803236 0.643 538 2.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Plan Group Financial, LLC CIK 0001940033 0.209 243 2.2 0.6% 3 -0.1 pp -0.1 pp +0.6 pp +0.6 pp
☆FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. CIK 0001630936 0.191 80 2.1 1.2% 3 -0.2 pp -0.0 pp +1.2 pp +1.2 pp
☆Headlands Technologies LLC CIK 0001570271 0.000 695 2.1 0.2% 3 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Elevate Capital Advisors, LLC CIK 0001909571 0.156 76 2.0 1.3% 3 -0.1 pp +0.1 pp +1.3 pp +1.3 pp
☆WorthPointe, LLC CIK 0001921448 0.605 123 2.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 2.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Anson Capital, Inc. CIK 0001906003 0.307 93 2.0 1.5% 3 +0.2 pp +0.3 pp +1.5 pp +1.5 pp
☆TOCQUEVILLE ASSET MANAGEMENT L.P. CIK 0000883961 0.653 550 2.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Investment Partners Asset Management, Inc. CIK 0001384416 0.212 168 2.0 1.2% 3 +0.0 pp +0.1 pp +1.2 pp +1.2 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 2.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 2.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHANNING GLOBAL ADVISORS, LLC CIK 0001901222 0.471 41 1.9 1.2% 3 -0.7 pp -0.3 pp +1.2 pp +1.2 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 1.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 1.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 1.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 1.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 1.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 1.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 1.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 1.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 1.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Elite Financial, Inc. CIK 0002059349 0.701 55 1.7 0.8% 4 +0.0 pp +0.1 pp +0.1 pp +0.8 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 1.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 1.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Financial & Tax Architects, LLC CIK 0001758543 0.127 110 1.6 0.4% 3 -0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆Vident Advisory, LLC CIK 0001744347 0.598 1911 1.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 1.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 1.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 1.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 1.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Promus Capital, LLC CIK 0002054921 0.294 301 0.0 0.0% 0 -0.4 pp -0.1 pp +0.0 pp +0.0 pp
☆BNP PARIBAS CIK 872786 0.647 329 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Priebe Wealth Holdings LLC CIK 0002009646 0.140 53 0.0 0.0% 0 +0.0 pp -0.9 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WOLVERINE TRADING, LLC CIK 0000927337 0.109 1566 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just SGOL). Qtrs Held counts distinct quarters this fund has actually held SGOL (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its SGOL position size. Δ columns are the percentage-point change in SGOL's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status