Institutional Holders (2026 Q1)
2 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in RBGLD. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Altrius Capital Management Inc | 1.70% | 627,873 | $8.5M |
| 2 | CHICAGO TRUST Co NA | 0.07% | 30,468 | $409K |
| 3 | NBC SECURITIES, INC. | 0.03% | 32,293 | $433K |
| 4 | Sterling Capital Management LLC | 0.02% | 71,511 | $960K |
| 5 | GAMMA Investing LLC | 0.01% | 21,752 | $296K |
| 6 | PARK NATIONAL CORP /OH/ | 0.01% | 17,497 | $235K |
| 7 | FULTON BANK, N.A. | 0.01% | 13,927 | $187K |
| 8 | YOUSIF CAPITAL MANAGEMENT, LLC | 0.01% | 33,746 | $453K |
| 9 | OLD NATIONAL BANCORP /IN/ | 0.00% | 10,457 | $140K |
| 10 | Westside Investment Management, Inc. | 0.00% | 571 | $8K |
| 11 | IMA Advisory Services, Inc. | 0.00% | 96 | $1K |
| 12 | BESSEMER GROUP INC | 0.00% | 1,637 | — |
| 13 | PNC FINANCIAL SERVICES GROUP, INC. | 0.00% | 1,856 | $25K |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|