Signals

← Signals

☆SGOL

550 in-universe funds with a nonzero position in SGOL within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#22549
Score / z-0.094 / -0.11
Consensus148.80 over 285 funds
Momentumno 12m return

Price & positioning

223 cached closes, trailing year
Drawdownno history
Short interest+49% / 1.0d

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 0.657 714 294.1 7.2% 4 +1.2 pp +1.3 pp +2.8 pp +7.2 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 152.4 0.0% 5 -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 137.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 101.4 0.0% 4 +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 100.8 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 75.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 68.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Ethos Financial Group, LLC CIK 0001954242 0.258 648 45.7 3.3% 4 +0.3 pp +0.5 pp +0.8 pp +3.3 pp
☆Almanack Investment Partners, LLC. CIK 0001680613 0.176 321 44.5 7.5% 4 +0.5 pp +1.5 pp +3.5 pp +7.5 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 42.6 0.3% 4 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 31.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 30.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 29.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global View Capital Management LLC CIK 0001994495 0.226 146 29.4 7.8% 4 +7.2 pp +4.0 pp +7.2 pp +7.8 pp
☆Quadrature Capital Ltd CIK 0001651424 0.000 1542 27.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆GUARDIAN POINT CAPITAL, LP CIK 0001595932 0.562 14 26.8 11.0% 4 -5.5 pp -6.0 pp -6.3 pp +11.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 26.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆W1M Asset Management Ltd CIK 0001767559 0.885 203 25.6 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 24.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 24.2 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 23.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Encompass More Asset Management CIK 0002011218 0.126 270 22.6 3.8% 4 +1.0 pp +1.2 pp +1.5 pp +3.8 pp
☆BFSG, LLC CIK 0001706836 0.376 765 22.3 2.1% 4 +0.1 pp +0.3 pp +0.3 pp +2.1 pp
☆Towneley Capital Management, Inc / DE CIK 0002004980 0.878 46 22.2 4.6% 4 -0.4 pp -0.2 pp +0.1 pp +4.6 pp
☆Ameliora Wealth Management Ltd. CIK 0001910168 0.478 229 21.0 6.7% 4 -0.7 pp +0.5 pp +0.9 pp +6.7 pp
☆Allen Capital Group, LLC CIK 0001601384 0.535 316 20.7 1.9% 4 +0.1 pp -0.2 pp -0.0 pp +1.9 pp
☆CWM, LLC CIK 0001535847 0.788 5645 19.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WT Wealth Management CIK 0001780507 0.246 138 19.0 5.7% 4 +0.3 pp +0.7 pp +2.2 pp +5.7 pp
☆ADVISORS MANAGEMENT GROUP INC /ADV CIK 0000842766 0.396 159 18.2 3.3% 4 +0.1 pp +0.5 pp +0.5 pp +3.3 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 17.8 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Stonebridge Financial Group, LLC CIK 0002009367 0.338 275 17.4 1.4% 4 -0.1 pp +0.1 pp +0.2 pp +1.4 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 16.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 16.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 16.0 0.6% 4 +0.1 pp +0.1 pp +0.2 pp +0.6 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 15.6 0.4% 4 -0.2 pp -0.4 pp -0.6 pp +0.4 pp
☆Choate Investment Advisors CIK 0001399794 0.922 472 15.1 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
☆Newman Dignan & Sheerar, Inc. CIK 0001566493 0.453 197 14.8 3.1% 4 -0.1 pp -0.1 pp +0.1 pp +3.1 pp
☆MRWM Advisors, LLC CIK 0001732949 0.327 80 14.6 7.9% 5 +0.4 pp +0.5 pp +1.2 pp +1.9 pp
☆Mountain Lake Investment Management LLC CIK 0001308555 0.344 31 14.5 9.4% 4 -2.0 pp -3.2 pp -4.2 pp +9.4 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 14.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆180 WEALTH ADVISORS, LLC CIK 0001730817 0.300 486 14.1 1.6% 4 +0.2 pp +0.3 pp +0.3 pp +1.6 pp
☆Norris Financial Group, LLC CIK 0002129318 0.094 82 13.7 4.5% 6 +0.2 pp +0.3 pp +0.6 pp -0.3 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 13.6 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FULCRUM WEALTH ADVISORS, LLC CIK 0002108790 0.135 81 13.4 11.1% 1 +11.1 pp +11.1 pp +11.1 pp +11.1 pp
☆Inspire Advisors, LLC CIK 0001810558 0.441 725 13.4 1.1% 4 +0.1 pp +0.3 pp +0.5 pp +1.1 pp
☆Harvest Fund Management Co., Ltd CIK 0001694126 0.484 455 13.3 0.6% 3 +0.2 pp +0.2 pp +0.6 pp +0.6 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 12.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 12.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆China Universal Asset Management Co., Ltd. CIK 0001906594 0.356 513 12.3 0.9% 4 +0.3 pp +0.5 pp +0.5 pp +0.9 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 11.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Timber Creek Capital Management LLC CIK 0001510848 0.327 80 11.7 2.8% 4 +0.6 pp +0.8 pp +0.9 pp +2.8 pp
☆Capital Management Associates, Inc CIK 0002008851 0.641 153 11.7 2.6% 4 +0.1 pp -0.3 pp -0.7 pp +2.6 pp
☆Cypress Capital, LLC CIK 0001729939 0.629 110 11.6 3.3% 4 -0.4 pp -0.1 pp +0.3 pp +3.3 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 11.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kensington Asset Management, LLC CIK 0001979884 0.823 39 11.5 0.6% 3 +0.0 pp +0.2 pp +0.6 pp +0.6 pp
☆Fiduciary Alliance LLC CIK 0001954805 0.260 535 11.5 0.7% 4 +0.0 pp +0.2 pp +0.2 pp +0.7 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 11.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avestar Capital, LLC CIK 0001704404 0.627 490 10.6 0.7% 4 +0.1 pp +0.2 pp +0.4 pp +0.7 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 10.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Empirical Asset Management, LLC CIK 0001926596 0.100 448 9.4 2.5% 4 +0.1 pp +0.8 pp +0.6 pp +2.5 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 9.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 8.7 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 8.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Evelyn Partners Asset Management Ltd CIK 0002065207 0.302 308 8.1 2.0% 3 +0.0 pp +0.3 pp +2.0 pp +2.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 7.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 7.6 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 7.4 0.0% 4 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 6.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 6.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MONECO ADVISORS, LLC CIK 0001765690 0.360 595 6.7 0.5% 5 +0.0 pp +0.1 pp +0.1 pp +0.0 pp
☆Stonehage Fleming Financial Services Holdings Ltd CIK 0001786379 0.744 215 6.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 6.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BCM ADVISORS, LLC CIK 0001373017 0.761 80 6.5 1.3% 4 -0.3 pp -0.0 pp -0.1 pp +1.3 pp
☆Avos Capital Management, LLC CIK 0001948622 0.794 22 6.5 2.6% 4 -0.8 pp -0.9 pp -0.5 pp +2.6 pp
☆Ervin Investment Management, LLC CIK 0001907802 0.618 47 6.4 3.8% 4 +3.7 pp +0.7 pp +0.9 pp +3.8 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 6.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LaSalle St. Investment Advisors, LLC CIK 0001966193 0.470 429 5.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Terra Nova Asset Management LLC CIK 0001658652 0.114 93 5.8 4.3% 4 +0.7 pp +1.1 pp +1.3 pp +4.3 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 5.8 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Luminist Capital LLC CIK 0001807270 0.130 418 5.7 7.6% 4 +0.8 pp +3.2 pp +3.3 pp +7.6 pp
☆Bison Wealth, LLC CIK 0001845251 0.528 477 5.6 0.5% 4 +0.2 pp +0.0 pp +0.1 pp +0.5 pp
☆Wealth Watch Advisors, INC CIK 0002040515 0.165 123 5.5 2.3% 4 +0.8 pp +1.5 pp +1.9 pp +2.3 pp
☆Clear Retirement Advice LLC CIK 0002112984 0.616 54 5.4 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
☆Proficio Capital Partners LLC CIK 0001654175 0.230 690 5.4 0.3% 1 +0.3 pp +0.3 pp +0.1 pp +0.3 pp
☆SYON CAPITAL LLC CIK 0001999353 0.452 949 5.1 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆Narwhal Capital Management CIK 0001461287 0.675 155 5.1 0.4% 4 +0.0 pp +0.1 pp +0.1 pp +0.4 pp
☆Pinnacle Financial Partners, Inc. (PNFP, PNFP-PA, PNFP-PB, PNFP-PC) CIK 0002082866 0.843 1128 4.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Go Invest LLC CIK 2139692 0.913 129 4.7 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 4.7 0.3% 4 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 4.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 4.6 0.1% 4 +0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆Worth Asset Management, LLC CIK 0001927285 0.074 212 4.6 1.7% 4 -0.2 pp +0.5 pp -0.5 pp +1.7 pp
☆SEEDS INVESTOR LLC CIK 0002021047 0.225 379 4.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Atlatl Advisers LLC CIK 0002023168 0.000 459 4.3 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆Kastel Capital Advisors, LLC CIK 0002111663 0.417 57 4.2 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Centurion Wealth Management LLC CIK 0001951368 0.226 283 4.2 0.9% 3 +0.1 pp +0.1 pp +0.9 pp +0.9 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 4.1 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 4.1 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 4.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 3.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Pekin Hardy Strauss, Inc. CIK 0001020317 0.172 511 3.8 0.4% 4 +0.1 pp +0.1 pp +0.1 pp +0.4 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 3.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Assets Advisory, LLC CIK 0001942932 0.029 322 3.6 1.0% 4 +0.1 pp +0.2 pp +0.1 pp +1.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 3.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 3.6 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aspect Partners, LLC CIK 0001985284 0.319 679 3.5 1.4% 4 +0.0 pp +0.1 pp +0.2 pp +1.4 pp
☆MATAURO, LLC CIK 0002052964 0.684 158 3.3 0.5% 4 -0.0 pp +0.0 pp +0.0 pp +0.5 pp
☆FIDUCIARY FINANCIAL GROUP, LLC CIK 0001925420 0.574 373 3.2 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆BOS Asset Management, LLC CIK 0001965814 0.309 204 3.2 0.8% 4 +0.0 pp +0.1 pp +0.1 pp +0.8 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 3.1 0.1% 4 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆A. D. Beadell Investment Counsel, Inc. CIK 0001569102 0.199 104 3.0 1.9% 4 -0.0 pp +0.1 pp +0.1 pp +1.9 pp
☆Tidal Investments LLC CIK 0001600064 0.635 2147 2.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 2.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealth Alliance Advisory Group, LLC CIK 0001735734 0.556 203 2.8 0.4% 4 +0.0 pp +0.0 pp +0.1 pp +0.4 pp
☆BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC CIK 0001352860 0.600 716 2.6 0.4% 4 +0.0 pp +0.0 pp +0.1 pp +0.4 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 2.6 0.1% 4 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Mirabaud & Cie SA CIK 0001869685 0.590 53 2.6 1.1% 4 +0.3 pp +0.4 pp +0.5 pp +1.1 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 2.6 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMARA FINANCIAL, LLC. CIK 0001934965 0.735 48 2.5 1.7% 4 -0.6 pp -0.6 pp -0.5 pp +1.7 pp
☆Xcel Wealth Management, LLC CIK 0001791002 0.304 139 2.5 0.7% 4 +0.1 pp +0.2 pp +0.3 pp +0.7 pp
☆SHEETS SMITH WEALTH MANAGEMENT CIK 0001157436 0.386 408 2.5 0.3% 4 +0.0 pp +0.0 pp +0.1 pp +0.3 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 2.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Marble Harbor Investment Counsel, LLC CIK 0001387130 0.545 200 2.4 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
☆Legacy Wealth Asset Management, LLC CIK 0001846151 0.167 380 2.4 0.6% 4 +0.0 pp +0.1 pp +0.1 pp +0.6 pp
☆GARRISON BRADFORD & ASSOCIATES INC CIK 0001056488 0.366 35 2.4 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 2.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Plan Group Financial, LLC CIK 0001940033 0.209 243 2.3 0.5% 4 -0.0 pp -0.1 pp -0.1 pp +0.5 pp
☆Evelyn Partners Investment Management Services Ltd CIK 0002065205 0.390 281 2.3 0.3% 3 -0.1 pp +0.0 pp +0.3 pp +0.3 pp
☆FIG FINANCIAL ADVISORY SERVICES INC /ADV CIK 753967 0.017 74 2.3 1.4% 5 +0.0 pp -0.8 pp -0.5 pp -0.1 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 2.2 0.1% 4 +0.1 pp +0.0 pp -0.0 pp +0.1 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 2.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 2.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TOCQUEVILLE ASSET MANAGEMENT L.P. CIK 0000883961 0.653 550 2.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Resonant Capital Advisors, LLC CIK 0001803236 0.643 538 2.1 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 2.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 2.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 2.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 2.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arta Finance Wealth Management LLC CIK 0002099257 0.433 105 2.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 2.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 2.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Anson Capital, Inc. CIK 0001906003 0.307 93 2.0 1.3% 4 -0.1 pp +0.1 pp +0.2 pp +1.3 pp
☆Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 1.9 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆Cauble & Harre Wealth Management, Inc. CIK 0002064807 0.336 72 1.9 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 1.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Elite Financial, Inc. CIK 0002059349 0.701 55 1.8 0.8% 5 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 1.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Investment Partners Asset Management, Inc. CIK 0001384416 0.212 168 1.8 1.1% 4 -0.1 pp -0.1 pp -0.0 pp +1.1 pp
☆Vident Advisory, LLC CIK 0001744347 0.597 1911 1.7 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Alpine Bank Wealth Management CIK 0001974910 0.183 404 1.7 0.2% 4 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
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☆HARBOUR INVESTMENT MANAGEMENT LLC CIK 0001275880 0.333 108 1.5 0.8% 4 +0.1 pp +0.3 pp +0.4 pp +0.8 pp
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☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 1.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆World Investment Advisors CIK 0001652594 0.670 1523 1.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆SCS Capital Management LLC CIK 0001303159 0.917 485 1.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 1.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆EPG Wealth Management LLC CIK 0001803058 0.273 318 1.1 0.3% 4 +0.0 pp +0.0 pp +0.1 pp +0.3 pp
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☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 0.6 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆Sebold Capital Management, Inc. CIK 0001972836 0.467 78 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Guerra Advisors Inc CIK 0002055363 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆Northstar Financial Companies, Inc. CIK 0002059828 0.226 117 0.0 0.0% 0 +0.0 pp -0.2 pp -0.3 pp -0.4 pp
☆Cambria Investment Management, L.P. CIK 0001529389 0.166 731 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆J. Safra Sarasin Holding AG CIK 0001890222 0.608 799 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆Kiker Wealth Management, LLC CIK 0002042502 0.137 161 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆TOTAL INVESTMENT MANAGEMENT INC CIK 0001068804 0.810 89 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆CASTLE WEALTH MANAGEMENT LLC CIK 0001936420 0.390 143 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆Parker Investment Management, LLC CIK 0001672070 0.638 39 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Creekmur Asset Management LLC CIK 0002013091 0.963 6 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Alpha Cubed Investments, LLC CIK 0001580830 0.757 298 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
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☆BNP PARIBAS CIK 872786 0.647 329 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
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☆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
☆SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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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 (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — 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