Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

First Tr Exchng Traded Fd VI (GAUG)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -4
Streak
1Q ▼
Buyers last Q
36%

Smart Money Signals — GAUG

Based on 103 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their GAUG positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (96% of max)

96% of all-time peak
103 hedge funds hold GAUG 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.
🚀

Fast accumulation — +37% more funds vs a year ago

fund count last 6Q
+28 new funds entered over the past year (+37% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🔴

Heavy selling pressure — only 36% buying

28 buying49 selling
Last quarter: 49 funds sold vs only 28 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
⚠️

Fewer new buyers each quarter (-9 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 11 → 29 → 17 → 8. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
📌

Mixed — 28% long-term, 28% new

■ 28% conviction (2yr+) ■ 44% medium ■ 28% new
Of the 103 current holders: 29 (28%) held >2 years, 45 held 1–2 years, and 29 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
📊

Peak discovery — momentum slowing

8 → 11 → 29 → 17 → 8 new funds/Q
New funds entering each quarter: 11 → 29 → 17 → 8. GAUG is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
📊

Mixed cohorts — 27% veterans, 35% new entrants

■ 27% veterans ■ 38% 1-2yr ■ 35% new
Of 103 current holders: 28 (27%) held 2+ years, 39 held 1–2 years, 36 (35%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 7% AUM from top-100

7% from top-100 AUM funds
8 of 103 holders rank in the top 100 by AUM, but together hold only 7% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.8
out of 10
Moderate Exit Risk
Exit risk score 4.8/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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 — GAUG

In 2026 Q1, 28 hedge funds were net buyers of GAUG (8 opened a new position, 20 added to an existing one), while 49 reduced or exited (37 trimmed, 12 sold completely) — a 36% buyer ratio, indicating net institutional distribution. Net fund flow last quarter: -4 funds (more exits than new entries). Total institutional holders: 103.

Hedge Fund Ownership: GAUG

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

Market Analysis: GAUG

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: GAUG

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

4 top-rated funds 0 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
0.7
/ 10
conviction
Hedge Fund Positioning: GAUG
2026 Q2 Stats Unlock in 4 days 103 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 103 107 -3.74%
13F Shares 4M 3M 10.28%
Total Value $140M $129M 8.14%
New Positions 8 17 -9
Increased Positions 20 18 +2
Closed Positions 12 6 +6
Reduced Positions 37 34 +3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: GAUG

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Institutional Holders (2026 Q2)

103 + investors

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

QUARTER:
2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
Top 25 GAUG holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Milestone Asset Management, LLC 0.97% 149,372 $6.2M
2 Chris Bulman Inc 0.65% 43,286 $1.8M
3 Tanglewood Legacy Advisors, LLC 0.65% 48,766 $2.0M
4 Crosspoint Financial, LLC 0.47% 5,000 $207K
5 Sage Capital Advisors,llc 0.47% 54,533 $2.3M
6 Arax Advisory Partners 0.42% 1,526,954 $63.2M
7 City Holding Co 0.26% 55,600 $2.3M
8 Grantvest Financial Group LLC 0.22% 9,373 $388K
9 Financial Network Wealth Advisors LLC 0.22% 5,249 $217K
10 Fsb Premier Wealth Management, INC. 0.20% 17,517 $726K
11 Benson Wealth Management INC 0.16% 3,773 $156K
12 IMG Wealth Management, Inc. 0.12% 5,246 $217K
13 Mayfair Advisory Group, LLC 0.11% 9,123 $379K
14 Uptick Partners, LLC 0.11% 17,707 $733K
15 WealthPLAN Partners, LLC 0.11% 14,134 $585K
16 Cornerstone Wealth, LLC/TN 0.11% 5,119 $213K
17 Founders Financial Securities LLC 0.09% 44,760 $1.9M
18 Americana Partners, LLC 0.09% 93,760 $3.9M
19 Keystone Wealth Services, LLC 0.08% 10,401 $431K
20 WealthPlan Investment Management, LLC 0.08% 38,015 $1.6M
21 LVZ, Inc. 0.08% 17,960 $744K
22 Reicon Wealth Advisors, LLC 0.07% 2,911 $121K
23 C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.07% 35,170 $1.5M
24 Diligent Investors, LLC 0.07% 7,465 $309K
25 Darwin Wealth Management, LLC 0.07% 5,843 $242K
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 — First Tr Exchng Traded Fd VI (GAUG)

What does the Smart Money Trend signal show for GAUG?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their GAUG positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for GAUG?

Heavy selling pressure — only 36% buying: Last quarter: 49 funds sold vs only 28 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

What is the fund quality score for GAUG holders?

Smaller funds dominant — 7% AUM from top-100: 8 of 103 holders rank in the top 100 by AUM, but together hold only 7% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held GAUG?

Mixed — 28% long-term, 28% new: Of the 103 current holders: 29 (28%) held >2 years, 45 held 1–2 years, and 29 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

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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