Institutional Owners for HGLB
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| RAYMOND JAMES & ASSOCIATES | COM | 1 | $13,895,288 | 1,814,006 | 0.00 | 0.00 | 726,647 | 66.83 | 03-31-2024 |
| ATLAS WEALTH LLC | Closed End Funds - Taxable | Liquidated | $0 | 0 | 0.00 | 0.00 | -34,672 | -2.78 | 12-31-2023 |
| MORGAN STANLEY | COM | 3 | $6,287,894 | 820,873 | 0.00 | 0.00 | -5,603 | -0.68 | 03-31-2024 |
| SHAKER FINANCIAL SERVICES LLC | COM | 4 | $3,492,707 | 455,967 | 0.00 | 0.00 | 31,050 | 7.31 | 03-31-2024 |
