CUSIP 90290T866GOLD STRATEGYUSGQ4 2025
Schedule 13D (activist) & 13G (passive) 5%+ ownership filings
No 13D/13G filings on record yet
Schedule 13D/13G beneficial-ownership filings from 2020–present are ingested from SEC EDGAR. Coverage expands as the backfill and daily crawler run.
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Citadel Advisors LLC | 26.2K | $910.1K |
| 2 | Compound Planning, Inc. | 24.5K | $852.9K |
| 3 | Goldman Sachs Group Inc | 20.9K | $726.3K |
| 4 | Alpine Bank Wealth Management | 16.2K | $561.5K |
| 5 | Fermata Advisors, LLC | 13.9K | $482.3K |
| 6 | Papamarkou Wellner Asset Management Inc. | 8.3K | $288.4K |
| 7 | Simplex Trading, LLC | 5.1K | $178.8K |
| 8 | Legacy Wealth Managment, LLC/Id | 605 | $21.0K |
| 9 |
| Osaic Holdings, Inc. |
| 101 |
| $3.5K |
| 10 | Cambridge Investment Research Advisors, Inc. | 16.1K | $560 |