Stock Analysis
Data Source: SEC EDGAR 13F
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ETF Ser Solutions (GOAU)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +3
Streak
5Q ▲
Buyers last Q
57%

Smart Money Signals — GOAU

Based on 46 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 5 quarters in a row

last 6Q
For 5 consecutive quarters, more hedge funds added GOAU than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
46 hedge funds hold GOAU 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 — +39% more funds vs a year ago

fund count last 6Q
+13 new funds entered over the past year (+39% 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.
🟡

Slight buying edge — 57% buying

23 buying17 selling
Last quarter: 23 funds bought or added vs 17 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~9 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 10 → 11 → 6 → 9. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

43% of holders stayed for 2+ years

43% conviction (2yr+) 26% medium 30% new
20 out of 46 hedge funds have held GOAU for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📊

Peak discovery — momentum slowing

8 → 10 → 11 → 6 → 9 new funds/Q
New funds entering each quarter: 10 → 11 → 6 → 9. GOAU is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 53% veterans vs 34% newcomers

53% veterans 13% 1-2yr 34% new
Entry-cohort mix of 47 holders: 25 (53%) are 2+ year veterans, 6 entered 1–2 years ago, and 16 (34%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 16% AUM from top-100

16% from top-100 AUM funds
8 of 43 holders rank in the top 100 by AUM, but together hold only 16% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.1
out of 10
Moderate Exit Risk
Exit risk score 4.1/10 — 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 — GOAU

In 2026 Q1, 23 hedge funds were net buyers of GOAU (9 opened a new position, 14 added to an existing one), while 17 reduced or exited (11 trimmed, 6 sold completely) — a 57% buyer ratio, indicating a slight buying edge. This marks 5 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +3 funds (more new holders than closures). Total institutional holders: 46.

Hedge Fund Ownership: GOAU

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

Market Analysis: GOAU

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: GOAU

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

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

3 top-rated funds 0 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
0.5
/ 10
conviction
Hedge Fund Positioning: GOAU
2026 Q2 Stats Unlock in 5 days 46 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 46 43 6.98%
13F Shares 739K 669K 10.37%
Total Value $31M $28M 9.36%
New Positions 9 6 +3
Increased Positions 13 9 +4
Closed Positions 6 5 +1
Reduced Positions 11 12 -1
Total Calls 2 1 100.0%
Total Puts 1 0 100%
PUT/CALL Ratio 0.5 0.0 Bullish

Statistics: GOAU

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Institutional Holders (2026 Q2)

46 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in GOAU. 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 GOAU holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Stegent Equity Advisors, Inc. 3.36% 126,152 $4.7M
2 Millington Securities, LLC 0.63% 51,718 $2.3M
3 Wbi Investments, LLC 0.56% 60,864 $2.3M
4 Regatta Research & Money Management 0.06% 1,741 $65K
5 Weaver Consulting Group 0.05% 6,500 $242K
6 Tradition Wealth Management, LLC 0.03% 11,359 $422K
7 AlphaStar Capital Management, LLC 0.03% 10,900 $405K
8 Hbw Advisory Services LLC 0.03% 7,585 $282K
9 Principal Securities, INC. 0.01% 24,037 $894K
10 Kovack Advisors, Inc. 0.01% 5,972 $222K
11 Cape Investment Advisory, Inc. 0.01% 595 $22K
12 Commonwealth Equity Services, LLC 0.00% 85,465 $3.2M
13 North Star Investment Management Corp. 0.00% 1,000 $37K
14 DAVENPORT & Co LLC 0.00% 6,500 $242K
15 Mml Investors Services, LLC 0.00% 14,415 $536K
16 Integrated Wealth Concepts LLC 0.00% 5,011 $186K
17 LPL Financial LLC 0.00% 48,501 $1.8M
18 Envestnet Asset Management Inc 0.00% 25,060 $932K
19 Stifel Financial Corp 0.00% 7,108 $264K
20 Farther Finance Advisors, LLC 0.00% 308 $11K
21 AE Wealth Management LLC 0.00% 500 $19K
22 Allworth Financial LP 0.00% 481 $18K
23 Steward Partners Investment Advisory, LLC 0.00% 350 $13K
24 Compass Financial Management LLC 0.00% 13
25 Spire Wealth Management 0.00% 51 $2K
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 — ETF Ser Solutions (GOAU)

What does the Smart Money Trend signal show for GOAU?

Buying streak — 5 quarters in a row: For 5 consecutive quarters, more hedge funds added GOAU than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for GOAU?

Slight buying edge — 57% buying: Last quarter: 23 funds bought or added vs 17 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for GOAU holders?

Smaller funds dominant — 16% AUM from top-100: 8 of 43 holders rank in the top 100 by AUM, but together hold only 16% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held GOAU?

43% of holders stayed for 2+ years: 20 out of 46 hedge funds have held GOAU for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

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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