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Get Institutions for : 
Spdr Gold Minishares Trust (GLDM)  
$47.16 0.88 (1.83%) as of 4:30 Wed 5/22


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 349    4
Total shares held : 
97,356,584  
% of shares held : 
48.39%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -7  
Amount of shares held : 
2,587,200  
% of shares held change : 
  1.29%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$36.28  
Last Quarter's Ending Price : 
$40.91  
Last Quarter's Average Price
$39.21  
Change from last quarter's     
avg. price to the last closing  : 
7.95 (20.28%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
35
 868,863
 0.89%
 
Increased Positions :
116
 11,929,596
 12.25%
 
Unchanged Positions :
79
 2,002,303
 2.06%
 
Decreased Positions :
119
-9,136,256
-9.38%
 
Closed Positions :
39
-1,075,003
-1.1%
 
Guru Positions :
0
 0%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   Austin Wealth Management LLC 12 *New 2023-12-31 222,060 $8,860,000 222,060
   TRANSAMERICA FINANCIAL ADVISORS, INC. 60 *New 2024-03-31 105,413 $4,644,000 105,413
   CHATHAM CAPITAL GROUP INC 38 *New 2024-03-31 94,960 $4,183,000 94,960
   TD Waterhouse Canada Inc. 305 *New 2024-03-31 71,555 $3,646,000 71,555
   Encompass More Asset Management 8 *New 2024-03-31 78,494 $3,458,000 78,494
   Prosperity Consulting Group LLC 90 *New 2024-03-31 56,858 $2,505,000 56,858
   Intrua Financial LLC 84 *New 2023-03-31 37,195 $1,484,000 37,195
   PRINCIPAL FINANCIAL GROUP INC 1822 *New 2024-03-31 31,731 $1,398,000 31,731
   VAUGHAN DAVID INVESTMENTS INC/IL 135 *New 2024-03-31 22,797 $1,004,000 22,797
   Main Street Financial Solutions LLC 185 *New 2024-03-31 22,260 $981,000 22,260
   FLAGSHIP HARBOR ADVISORS LLC 272 *New 2024-03-31 19,642 $865,000 19,642
   Confluence Wealth Services Inc. 184 *New 2024-03-31 14,188 $625,000 14,188
   Thrive Capital Management LLC 58 *New 2024-03-31 12,822 $565,000 12,822
   EP WEALTH ADVISORS, INC. 517 *New 2024-03-31 10,737 $473,000 10,737
   MIDDLETON & CO INC/MA 125 *New 2024-03-31 9,151 $403,000 9,151
   PATHSTONE FAMILY OFFICE, LLC 1154 *New 2023-09-30 10,750 $394,000 10,750
   International Private Wealth Advisors LLC 44 *New 2024-03-31 8,376 $369,000 8,376
   DENVER WEALTH MANAGEMENT INC. 66 *New 2024-03-31 6,565 $289,000 6,565
   Sigma Planning Corp 998 *New 2024-03-31 6,120 $270,000 6,120
   REGIMEN WEALTH LLC 55 *New 2024-03-31 5,048 $222,000 5,048
   Csenge Advisory Group 645 *New 2024-03-31 5,026 $221,000 5,026
   SHEETS SMITH & ASSOCIATES INC 358 *New 2024-03-31 4,957 $218,000 4,957
   DeDora Capital Inc. 107 *New 2024-03-31 4,611 $203,000 4,611
   CARDIFF PARK ADVISORS LLC 251 *New 2024-03-31 4,592 $202,000 4,592
   PALISADE ASSET MANAGEMENT, LLC 269 *New 2024-03-31 1,127 $50,000 1,127
   Bank Julius Baer & Co. Ltd Zurich 478 *New 2024-03-31 1,000 $44,000 1,000
   Rakuten Securities Inc. 195 *New 2024-03-31 988 $44,000 988
   Northwest Capital Management Inc 251 *New 2024-03-31 850 $37,000 850
   Aspire Private Capital LLC 433 *New 2024-03-31 174 $8,000 174
   Western Pacific Wealth Management LP 206 *New 2024-03-31 134 $6,000 134
   Valued Wealth Advisors LLC 292 *New 2024-03-31 61 $3,000 61

  31 Records found
  1    
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