CUSIP 90290T866GOLD STRATEGYUSGQ4 2025
Aggregate 13F value by quarter
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UpgradeQ4 2025
13 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Citadel Advisors LLC | 26.2K | $910.1K | +26.2K | New |
| 2 | Compound Planning, Inc. | 24.5K | $852.9K | +3.2K | Added |
| 3 | Goldman Sachs Group Inc | 20.9K | $726.3K | +20.9K | New |
| 4 | Alpine Bank Wealth Management | 16.2K | $561.5K |
| Reduced |
| 5 | Fermata Advisors, LLC | 13.9K | $482.3K | +591 | Added |
| 6 | Papamarkou Wellner Asset Management Inc. | 8.3K | $288.4K | +8.3K | New |
| 7 | Simplex Trading, LLC | 5.1K | $178.8K | +5.1K | New |
| 8 | Legacy Wealth Managment, LLC/Id | 605 | $21.0K | −818 | Reduced |
| 9 | Osaic Holdings, Inc. | 101 | $3.5K | −4.1K | Reduced |
| 10 | Cambridge Investment Research Advisors, Inc. | 16.1K | $560 | +7.8K | Added |
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