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Shaker Financial Services, LLC → HGLB

Shaker Financial Services, LLC HGLB Position History

HGLB

Quarters held
4
Latest value
$2.8M
Q3 2026
Peak value
$3.9M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$341K
Q1 2026$1.5M
Q2 2026$3.9M
Q3 2026$2.8M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$2.8M419.3K——
Q2 2026$3.9M520.2K——
Q1 2026$1.5M190.6K——
Q4 2025$341K37.3K——

Other funds holding HGLB

Other Shaker Financial Services, LLC positions

GAB-PK

GABELLI EQUITY TR INC

$11.7M
CSQ

CALAMOS STRATEGIC TOTAL RETU

$10.5M
CSQ

CALAMOS STRATEGIC TOTAL RETU

$9.6M
USA

LIBERTY ALL STAR EQUITY FD

$9.6M
RMT

ROYCE MICRO-CAP TR INC

$9.4M
JCE

NUVEEN CORE EQUITY ALPHA FD

$9.3M
SPE-PC

SPECIAL OPPORTUNITIES FD INC

$9M
JCE

NUVEEN CORE EQUITY ALPHA FD

$8.9M
Shaker Financial Services, LLC HGLB Holdings: 13F Position History | Track13F