Signals

← Signals

☆SGOL

587 in-universe funds with a nonzero position in SGOL within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#23994
Score / z-0.006 / -0.03
Consensus156.27 over 299 funds
Momentumnot computed

Price & positioning

224 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 0.657 714 297.9 6.8% 5 -0.5 pp +0.8 pp +0.9 pp +2.4 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 129.2 0.0% 6 -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 109.1 0.0% 5 -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 88.6 0.0% 7 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 72.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 66.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 59.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Almanack Investment Partners, LLC. CIK 0001680613 0.176 321 40.2 5.1% 5 -2.4 pp -1.9 pp -0.9 pp +1.1 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 36.9 0.2% 5 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Ethos Financial Group, LLC CIK 0001954242 0.258 648 35.7 2.4% 5 -0.9 pp -0.6 pp -0.4 pp -0.2 pp
☆Jain Global LLC CIK 0002024579 0.024 1417 24.6 0.3% 1 +0.3 pp +0.0 pp +0.3 pp +0.3 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 24.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 23.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 23.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆W1M Asset Management Ltd CIK 0001767559 0.885 203 23.1 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 22.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 21.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 21.1 0.1% 5 -0.1 pp -0.1 pp -0.0 pp +0.1 pp
☆Global View Capital Management LLC CIK 0001994495 0.226 146 20.0 4.1% 5 -3.7 pp +3.5 pp +0.3 pp +3.5 pp
☆BFSG, LLC CIK 0001706836 0.376 765 19.2 1.7% 5 -0.4 pp -0.3 pp -0.1 pp -0.1 pp
☆Towneley Capital Management, Inc / DE CIK 0002004980 0.878 46 19.0 3.7% 5 -0.9 pp -1.3 pp -1.1 pp -0.8 pp
☆Encompass More Asset Management CIK 0002011218 0.126 270 18.9 2.8% 5 -1.0 pp -0.0 pp +0.2 pp +0.5 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 18.5 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 17.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Ameliora Wealth Management Ltd. CIK 0001910168 0.478 229 17.6 5.2% 5 -1.5 pp -2.1 pp -1.0 pp -0.6 pp
☆WT Wealth Management CIK 0001780507 0.246 138 15.7 4.4% 5 -1.3 pp -1.0 pp -0.6 pp +0.9 pp
☆ADVISORS MANAGEMENT GROUP INC /ADV CIK 0000842766 0.396 159 15.6 2.6% 5 -0.7 pp -0.6 pp -0.2 pp -0.2 pp
☆Stonebridge Financial Group, LLC CIK 0002009367 0.338 275 15.4 1.2% 5 -0.3 pp -0.3 pp -0.2 pp -0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 15.0 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 14.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Virtu Financial LLC CIK 0001533964 0.177 1548 13.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆MRWM Advisors, LLC CIK 0001732949 0.327 80 12.9 5.3% 6 -2.6 pp -2.2 pp -2.2 pp -1.4 pp
☆Choate Investment Advisors CIK 0001399794 0.922 472 12.8 0.2% 5 -0.1 pp -0.1 pp -0.0 pp +0.0 pp
☆Norris Financial Group, LLC CIK 0002129318 0.094 82 12.5 5.0% 7 +0.5 pp +0.7 pp +0.8 pp +1.1 pp
☆Mountain Lake Investment Management LLC CIK 0001308555 0.344 31 12.4 7.7% 5 -1.6 pp -3.6 pp -4.9 pp -5.8 pp
☆Newman Dignan & Sheerar, Inc. CIK 0001566493 0.453 197 12.3 2.4% 5 -0.8 pp -0.9 pp -0.9 pp -0.7 pp
☆180 WEALTH ADVISORS, LLC CIK 0001730817 0.300 486 11.9 1.2% 5 -0.4 pp -0.2 pp -0.1 pp -0.1 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 11.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 11.7 0.3% 5 -0.2 pp -0.4 pp -0.6 pp -0.8 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 11.6 0.0% 6 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆GUARDIAN POINT CAPITAL, LP CIK 0001595932 0.562 14 11.5 3.5% 5 -7.5 pp -13.0 pp -13.5 pp -13.8 pp
☆E Fund Management Co., Ltd. CIK 0001842296 0.366 488 11.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp -0.9 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 10.8 0.3% 5 -0.2 pp -0.2 pp -0.1 pp -0.1 pp
☆China Universal Asset Management Co., Ltd. CIK 0001906594 0.356 513 10.6 0.6% 5 -0.3 pp -0.0 pp +0.2 pp +0.2 pp
☆Timber Creek Capital Management LLC CIK 0001510848 0.327 80 10.3 2.1% 5 -0.7 pp -0.1 pp +0.0 pp +0.2 pp
☆FULCRUM WEALTH ADVISORS, LLC CIK 0002108790 0.135 81 10.2 7.8% 2 -3.3 pp +7.8 pp +7.8 pp +7.8 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 10.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 9.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 9.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 9.8 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cypress Capital, LLC CIK 0001729939 0.629 110 9.8 2.6% 5 -0.7 pp -1.0 pp -0.7 pp -0.4 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 9.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Avestar Capital, LLC CIK 0001704404 0.627 490 9.2 0.5% 5 -0.2 pp -0.1 pp +0.1 pp +0.2 pp
☆Harvest Fund Management Co., Ltd CIK 0001694126 0.484 455 9.1 0.3% 4 -0.3 pp -0.1 pp -0.1 pp +0.3 pp
☆Empirical Asset Management, LLC CIK 0001926596 0.100 448 8.9 2.0% 5 -0.5 pp -0.4 pp +0.3 pp +0.1 pp
☆Capital Management Associates, Inc CIK 0002008851 0.641 153 8.7 1.8% 5 -0.9 pp -0.8 pp -1.2 pp -1.6 pp
☆Allen Capital Group, LLC CIK 0001601384 0.535 316 8.4 0.7% 5 -1.2 pp -1.1 pp -1.4 pp -1.2 pp
☆Fiduciary Alliance LLC CIK 0001954805 0.260 535 7.3 0.5% 5 -0.2 pp -0.2 pp -0.0 pp -0.0 pp
☆New Harbor Financial Group, LLC CIK 0001548577 0.546 61 7.1 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 6.4 0.0% 5 -0.0 pp -0.1 pp -0.0 pp -0.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 6.3 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 6.3 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Empowered Funds, LLC CIK 0001592828 0.549 2112 6.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 6.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BCM ADVISORS, LLC CIK 0001373017 0.761 80 6.0 1.2% 5 -0.1 pp -0.4 pp -0.2 pp -0.2 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 5.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Ervin Investment Management, LLC CIK 0001907802 0.618 47 5.9 3.2% 5 -0.6 pp +3.1 pp +0.1 pp +0.4 pp
☆Avos Capital Management, LLC CIK 0001948622 0.794 22 5.7 2.4% 5 -0.2 pp -1.0 pp -1.1 pp -0.7 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 5.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clear Retirement Advice LLC CIK 0002112984 0.616 54 5.6 3.8% 2 -0.4 pp +3.8 pp +3.8 pp +3.8 pp
☆Luminist Capital LLC CIK 0001807270 0.130 418 5.6 6.3% 5 -1.3 pp -0.5 pp +1.9 pp +2.1 pp
☆LaSalle St. Investment Advisors, LLC CIK 0001966193 0.470 429 5.3 0.6% 2 -0.2 pp +0.6 pp +0.6 pp +0.6 pp
☆Terra Nova Asset Management LLC CIK 0001658652 0.114 93 5.0 3.1% 5 -1.2 pp -0.5 pp -0.2 pp +0.1 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 4.9 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Stonehage Fleming Financial Services Holdings Ltd CIK 0001786379 0.744 215 4.8 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 4.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 4.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MONECO ADVISORS, LLC CIK 0001765690 0.360 595 4.6 0.3% 6 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
☆Proficio Capital Partners LLC CIK 0001654175 0.230 690 4.6 0.2% 2 -0.1 pp +0.2 pp +0.2 pp -0.1 pp
☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 4.5 0.1% 5 -0.2 pp -0.1 pp -0.1 pp +0.1 pp
☆Go Invest LLC CIK 2139692 0.913 129 4.4 1.0% 2 -0.3 pp +1.0 pp +1.0 pp +1.0 pp
☆SYON CAPITAL LLC CIK 0001999353 0.452 949 4.4 0.2% 5 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 4.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Narwhal Capital Management CIK 0001461287 0.675 155 4.3 0.3% 5 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 4.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Financial Partners, Inc. (PNFP, PNFP-PA, PNFP-PB, PNFP-PC) CIK 0002082866 0.843 1128 4.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 4.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Wealth Watch Advisors, INC CIK 0002040515 0.165 123 4.0 1.3% 5 -1.0 pp -0.2 pp +0.4 pp +0.8 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 3.9 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Kastel Capital Advisors, LLC CIK 0002111663 0.417 57 3.7 2.4% 2 -0.2 pp +2.4 pp +2.4 pp +2.4 pp
☆SEEDS INVESTOR LLC CIK 0002021047 0.225 379 3.7 0.4% 2 -0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆Eurizon Asset Management Hungary Ltd. CIK 0002110593 0.707 21 3.6 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 3.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 3.6 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 3.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Centurion Wealth Management LLC CIK 0001951368 0.226 283 3.5 0.8% 4 -0.1 pp -0.0 pp +0.1 pp +0.8 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 3.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Stillwater Private Wealth, LLC CIK 2137933 0.065 83 3.4 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 3.3 0.0% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Kensington Asset Management, LLC CIK 0001979884 0.823 39 3.3 0.2% 4 -0.4 pp -0.4 pp -0.2 pp +0.2 pp
☆Pekin Hardy Strauss, Inc. CIK 0001020317 0.172 511 3.2 0.3% 5 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 3.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Global Assets Advisory, LLC CIK 0001942932 0.029 322 3.2 0.7% 5 -0.3 pp -0.3 pp -0.2 pp -0.2 pp
☆CAPE COD FIVE CENTS SAVINGS BANK CIK 0001054646 0.421 203 3.2 0.3% 1 +0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆True North Advisors, LLC CIK 0001634556 0.493 291 2.9 0.3% 1 +0.3 pp -0.2 pp -0.2 pp -0.2 pp
☆MATAURO, LLC CIK 0002052964 0.684 158 2.9 0.4% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Aspect Partners, LLC CIK 0001985284 0.319 679 2.9 1.1% 5 -0.3 pp -0.3 pp -0.3 pp -0.2 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 2.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FIDUCIARY FINANCIAL GROUP, LLC CIK 0001925420 0.574 373 2.7 0.3% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆A. D. Beadell Investment Counsel, Inc. CIK 0001569102 0.199 104 2.6 1.6% 5 -0.3 pp -0.3 pp -0.2 pp -0.2 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 2.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMARA FINANCIAL, LLC. CIK 0001934965 0.735 48 2.4 1.4% 5 -0.3 pp -0.9 pp -0.9 pp -0.8 pp
☆Wealth Alliance Advisory Group, LLC CIK 0001735734 0.556 203 2.4 0.3% 5 -0.1 pp -0.1 pp -0.1 pp -0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 2.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 2.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC CIK 0001352860 0.600 716 2.2 0.3% 5 -0.1 pp -0.1 pp -0.1 pp -0.0 pp
☆Mirabaud & Cie SA CIK 0001869685 0.590 53 2.2 0.9% 5 -0.2 pp +0.1 pp +0.2 pp +0.3 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 2.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Xcel Wealth Management, LLC CIK 0001791002 0.304 139 2.2 0.5% 5 -0.2 pp -0.1 pp -0.0 pp +0.2 pp
☆BOS Asset Management, LLC CIK 0001965814 0.309 204 2.1 0.5% 5 -0.3 pp -0.3 pp -0.2 pp -0.2 pp
☆SHEETS SMITH WEALTH MANAGEMENT CIK 0001157436 0.386 408 2.1 0.2% 5 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 2.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prairie Wealth Advisors, Inc. CIK 0002022783 0.057 253 2.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Marble Harbor Investment Counsel, LLC CIK 0001387130 0.545 200 2.1 0.2% 5 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
☆Legacy Wealth Asset Management, LLC CIK 0001846151 0.167 380 2.1 0.5% 5 -0.1 pp -0.1 pp -0.1 pp -0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 2.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 2.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 2.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Tidal Investments LLC CIK 0001600064 0.635 2147 1.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Plan Group Financial, LLC CIK 0001940033 0.209 243 1.9 0.4% 5 -0.1 pp -0.2 pp -0.2 pp -0.2 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 1.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BOOTHBAY FUND MANAGEMENT, LLC CIK 0001549230 0.057 1962 1.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Resonant Capital Advisors, LLC CIK 0001803236 0.643 538 1.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TOCQUEVILLE ASSET MANAGEMENT L.P. CIK 0000883961 0.653 550 1.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 1.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Inspire Advisors, LLC CIK 0001810558 0.441 725 1.8 0.1% 5 -1.0 pp -0.9 pp -0.7 pp -0.5 pp
☆Arta Finance Wealth Management LLC CIK 0002099257 0.433 105 1.8 0.8% 2 -0.2 pp +0.8 pp +0.8 pp +0.8 pp
☆Decker Retirement Planning Inc. CIK 0001975700 0.130 441 1.6 0.6% 4 -0.1 pp +0.1 pp +0.4 pp +0.6 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 1.6 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 1.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 1.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 1.6 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Elite Financial, Inc. CIK 0002059349 0.701 55 1.5 0.6% 6 -0.2 pp -0.1 pp -0.1 pp +0.0 pp
☆Investment Partners Asset Management, Inc. CIK 0001384416 0.212 168 1.5 0.8% 5 -0.3 pp -0.4 pp -0.4 pp -0.3 pp
☆Alpine Bank Wealth Management CIK 0001974910 0.183 404 1.5 0.2% 5 -0.1 pp +0.0 pp +0.0 pp +0.1 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 1.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 1.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vident Advisory, LLC CIK 0001744347 0.597 1911 1.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 1.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 1.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆Corient Private Wealth LP CIK 0001948780 0.887 3043 1.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆GDS Wealth Management CIK 0001940869 0.458 232 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆MJP ASSOCIATES INC /ADV CIK 0000715113 0.706 232 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆Hedges Asset Management LLC CIK 0001906202 0.125 108 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
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☆SEGALL BRYANT & HAMILL, LLC CIK 0001006378 0.405 590 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CFO CAPITAL MANAGEMENT LLC CIK 0002114167 0.159 104 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆North Star Investment Management Corp. CIK 0001342857 0.537 1733 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
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☆Net Worth Advisory Group CIK 0001791998 0.053 411 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
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☆Nadler Financial Group, Inc. CIK 0001541787 0.841 149 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
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☆MILESTONE ASSET MANAGEMENT, LLC CIK 0001964722 0.087 259 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
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☆Walkner Condon Financial Advisors LLC CIK 0001817494 0.517 343 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Claris Financial LLC CIK 0002060278 0.227 177 0.0 0.0% 0 +0.0 pp -0.4 pp -0.5 pp -0.7 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp -0.0 pp
☆Hanson & Doremus Investment Management CIK 0001393944 0.721 484 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC CIK 0001803229 0.000 1 0.0 0.0% 0 +0.0 pp -1.7 pp -1.1 pp -1.0 pp
☆SeaCrest Wealth Management, LLC CIK 0001728121 0.280 550 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MBM WEALTH CONSULTANTS, LLC CIK 0001762068 0.606 123 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Financial Concepts, LLC CIK 0001870686 0.074 239 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Jackson Wealth Management, LLC CIK 0001536799 0.022 86 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆XTX Topco Ltd CIK 0001828301 0.023 4087 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Anfield Capital Management, LLC CIK 0001602020 0.265 715 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Efficient Advisors, LLC CIK 0001542164 0.787 58 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
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☆Colonial Trust Advisors CIK 0001567993 0.560 807 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆ASPIRIANT, LLC CIK 0001433541 0.907 400 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆Capitolis Liquid Global Markets LLC CIK 0001960050 0.597 317 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Princeton Global Asset Management LLC CIK 0001767349 0.425 831 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆Lido Advisors, LLC CIK 0001650150 0.880 1849 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆American Trust CIK 0001905128 0.729 334 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆McIlrath & Eck, LLC CIK 0001701714 0.332 1645 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆DGS Capital Management, LLC CIK 0001900110 0.204 619 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Northeast Financial Group, Inc. CIK 0001965773 0.477 76 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. CIK 0001630936 0.191 80 0.0 0.0% 0 +0.0 pp -1.2 pp -1.3 pp -1.2 pp
☆Fortitude Advisory Group L.L.C. CIK 0001928999 0.253 237 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
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☆Priebe Wealth Holdings LLC CIK 0002009646 0.140 53 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.9 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆BEARING POINT CAPITAL, LLC CIK 0002052916 0.277 203 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆W1M Investment Management Ltd CIK 0001344114 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp -0.3 pp
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☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 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 (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — 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