14 institutions reported holding $2.3M of KURV (KGLD) in SEC 13F filings for 2026-06-30. Largest institutional holders: Wealthcare Advisory Partners LLC ($974,875), Newbridge Financial Services Group, Inc. ($842,745), Cambridge Investment Research Advisors, Inc. ($210,000), Steward Partners Investment Advisory, LLC ($195,388), Farther Finance Advisors, LLC ($35,107). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Wealthcare Advisory Partners LLC | $974,875 | 37,071 | Added |
| 2 | Newbridge Financial Services Group, Inc. | $842,745 | 32,047 | Added |
| 3 | Cambridge Investment Research Advisors, Inc. | $210,000 | 7,995 | New |
| 4 | Steward Partners Investment Advisory, LLC | $195,388 | 7,430 | Trimmed |
| 5 | Farther Finance Advisors, LLC | $35,107 | 1,335 | Trimmed |
| 6 | HARBOUR INVESTMENTS, INC. | $13,149 | 500 | Hold |
| 7 | SALEM INVESTMENT COUNSELORS INC | $13,149 | 500 | Added |
| 8 | PIN OAK INVESTMENT ADVISORS INC | $11,000 | 400 | New |
| 9 | Avion Wealth | $7,000 | 300 | New |
| 10 | IFS Advisors, LLC | $5,259 | 200 | Hold |
| 11 | City State Bank | $3,945 | 150 | Hold |
| 12 | UBS Group AG | $1,788 | 68 | Trimmed |
| 13 | MORGAN STANLEY | $30 | 1 | Hold |
| 14 | CITADEL ADVISORS LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30