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Get Institutions for : 
Spdr Gold Minishares Trust (GLDM)  
$46.86 0.39 (0.84%) as of 4:30 Fri 5/10


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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  : 
7.65 (19.51%)  




 
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
   SUMITOMO MITSUI TRUST HOLDINGS, INC. 38 - 2024-03-31 13,800,000 $607,890,000 0
   EVOKE WEALTH LLC 4 - 2023-12-31 6,355,875 $260,019,000 922,508
   MORGAN STANLEY 662 - 2023-12-31 6,279,660 $256,901,000 468,601
   DIAM CO. LTD 25 - 2024-03-31 3,741,148 $164,798,000 448,680
   UBS Group AG 336 - 2023-12-31 3,321,862 $135,897,000 84,219
   JANE STREET GROUP LLC 100 - 2023-12-31 3,138,557 $128,398,000 2,963,557
   Balentine LLC 6 - 2023-12-31 2,955,360 $120,904,000 44,561
   BANK OF AMERICA CORP /DE/ 782 - 2023-12-31 2,832,626 $115,883,000 -40,035
   Alaska Permanent Fund Corp 17 - 2024-03-31 2,623,000 $115,543,000 2,493,000
   3EDGE Asset Management LP 5 - 2024-03-31 2,261,156 $99,604,000 943,370
   STATE STREET CORP 1298 - 2023-12-31 2,396,082 $98,024,000 -101,966
   AMERIPRISE FINANCIAL INC 556 - 2023-12-31 2,182,522 $89,301,000 179,008
   Toroso Investments LLC 4 - 2023-12-31 1,825,669 $74,688,000 -923,980
   STRATEGIC INVESTMENT ADVISORS, INC 7 - 2024-03-31 1,619,713 $71,348,000 118,470
   BANK OF MONTREAL /CAN/ 339 - 2023-12-31 1,676,383 $69,059,000 1,676,383
   Congress Wealth Management LLC / DE / 15 - 2024-03-31 1,524,178 $67,140,000 6,985
   LPL FINANCIAL CORP 447 - 2024-03-31 1,515,713 $66,767,000 52,081
   BENJAMIN F. EDWARDS & COMPANY INC. 11 - 2024-03-31 1,385,815 $61,046,000 636,287
   Greenline Partners LLC 1 - 2023-12-31 1,448,032 $59,239,000 30,526
   GRADIENT INVESTMENTS LLC 18 - 2024-03-31 1,337,551 $58,919,000 -52,057
   STIFEL FINANCIAL CORP 257 - 2023-12-31 1,384,929 $56,657,000 -810,738
   BANK OF NEW YORK MELLON CORP 980 - 2024-03-31 1,231,129 $54,231,000 -1,866
   Miracle Mile Advisors LLC 21 - 2024-03-31 1,230,363 $54,198,000 49,023
   MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. 184 - 2024-03-31 1,146,264 $50,493,000 -39,019
   HOLLOW BROOK ASSOCIATES LLC 1 - 2023-12-31 1,136,602 $46,498,000 -10,276
   WELLS FARGO & CO/MN 779 - 2024-03-31 952,287 $41,948,000 201,635
   SUMITOMO MITSUI ASSET MANAGEMENT COMPANY, LTD 42 - 2024-03-31 916,810 $40,385,000 45,800
   COHEN & STEERS INC 67 - 2023-12-31 983,161 $40,221,000 -175,483
   RICHARD C YOUNG & CO LTD 1 - 2024-03-31 878,502 $38,698,000 -11,152
   ROYAL BANK OF CANADA 806 - 2023-12-31 914,406 $37,408,000 -109,556
   GREAT VALLEY ADVISOR GROUP INC. 15 - 2024-03-31 840,541 $37,026,000 198,201
   AMERICAN INVESTMENT SERVICES INC. 1 - 2023-12-31 854,157 $34,944,000 1,074
   AE Wealth Management LLC 134 - 2023-12-31 753,954 $30,188,000 -179,054
   VAN ECK ASSOCIATES CORP 215 - 2024-03-31 659,993 $29,073,000 654,000
   ENVESTNET ASSET MANAGEMENT INC 871 - 2023-12-31 672,957 $27,531,000 -1,492
   CONFLUENCE INVESTMENT MANAGEMENT LLC 70 - 2024-03-31 615,603 $27,117,000 -56,438
   Burt Wealth Advisors 5 - 2024-03-31 596,264 $26,265,000 37,391
   Capital Planning Advisors LLC 5 - 2023-12-31 619,957 $25,362,000 -23,479
   SEI INVESTMENTS CO 501 - 2024-03-31 570,572 $25,134,000 362,121
   MBL Wealth LLC 9 - 2024-03-31 567,414 $24,995,000 11,735
   Pineridge Advisors LLC - 2023-12-31 591,467 $24,197,000 0
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 200 - 2024-03-31 522,346 $23,009,000 82,263
   SNS Financial Group LLC 15 - 2024-03-31 513,807 $22,633,000 -2,611
   MEDICI CAPITAL LLC 2 - 2023-12-31 551,393 $22,557,000 235,514
   HPM Partners LLC - 2023-12-31 532,277 $21,775,000 108,739
   Brandywine Oak Private Wealth LLC 11 - 2024-03-31 483,185 $21,284,000 -7,643
   Wealth Advisory Solutions LLC 4 - 2024-03-31 410,747 $18,984,000 410,747
   Advisor Group Holdings Inc. 441 - 2024-03-31 407,608 $17,955,000 -80,924
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 561 - 2024-03-31 399,572 $17,601,000 -2,714
   Baird Financial Group Inc. 336 - 2023-12-31 428,922 $17,547,000 8,632
   NavPoint Financial Inc. 1 - 2024-03-31 381,676 $16,813,000 -18,899
   NOTTINGHAM ADVISORS INC 11 - 2023-12-31 407,692 $16,679,000 78,203
   PFS INVESTMENTS INC. 101 - 2023-06-30 430,206 $16,387,000 -32,367
   RAYMOND JAMES & ASSOCIATES 865 - 2024-03-31 371,689 $16,373,000 61,172
   Oversea-Chinese Banking CORP Ltd 46 - 2023-12-31 392,354 $16,051,000 -18,832
   NEPC LLC 20 - 2023-12-31 381,875 $15,623,000 0
   Parcion Private Wealth LLC 16 - 2024-03-31 323,045 $14,230,000 -9,488
   Joseph Group Capital Management 5 - 2023-12-31 329,309 $13,472,000 -18,532
   Eudaimonia Partners LLC 4 - 2024-03-31 299,009 $13,171,000 -55,096
   Evernest Financial Advisors LLC 3 - 2024-03-31 269,745 $12,772,000 269
   Private Advisor Group LLC 221 - 2024-03-31 273,570 $12,051,000 9,633
   Keudell/Morrison Wealth Management 9 - 2024-03-31 253,580 $11,170,000 3,497
   JNBA FINANCIAL ADVISORS 25 - 2024-03-31 252,617 $11,128,000 -122,135
   TIMBER CREEK CAPITAL MANAGEMENT LLC 6 - 2024-03-31 248,083 $10,928,000 -1,682
   GOULD ASSET MANAGEMENT LLC /CA/ 9 - 2024-03-31 242,947 $10,702,000 -42,281
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 453 - 2024-03-31 240,973 $10,615,000 6,537
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 446 - 2024-03-31 236,952 $10,438,000 -55,641
   DEUTSCHE BANK AG 980 - 2023-12-31 250,000 $10,228,000 0
   Warren Street Wealth Advisors LLC 3 - 2024-03-31 224,996 $9,911,000 12,737
   TOWNSQUARE CAPITAL LLC 118 - 2023-12-31 233,975 $9,572,000 -170,376
   BANGOR SAVINGS BANK 19 - 2024-03-31 210,853 $9,288,000 11,421
   CLARK CAPITAL MANAGEMENT GROUP INC 152 - 2023-12-31 224,909 $9,201,000 82,055
   Austin Wealth Management LLC 12 *New 2023-12-31 222,060 $8,860,000 222,060
   PEAK FINANCIAL ADVISORS LLC 2 - 2024-03-31 193,711 $8,533,000 -27,756
   R. W. Roge & Company Inc. 8 - 2024-03-31 190,526 $8,393,000 9,974
   Orion Portfolio Solutions LLC 228 - 2024-03-31 188,746 $8,314,000 101,406
   AIFG Consultants Ltd. 7 - 2024-03-31 178,594 $7,867,000 -19,063
   MONEY CONCEPTS CAPITAL CORP 34 - 2024-03-31 177,351 $7,812,000 130,446
   Avid Wealth Partners LLC 4 - 2024-03-31 169,684 $7,475,000 5,923
   Sterling Investment Advisors Ltd. 14 - 2024-03-31 163,238 $7,191,000 1,571
   Stratos Wealth Partners LTD. 177 - 2024-03-31 159,385 $7,021,000 7,543
   CoreCap Advisors LLC 44 - 2023-12-31 170,447 $6,973,000 2,829
   Coco Enterprises LLC 7 - 2023-12-31 169,274 $6,925,000 -4,265
   HARBOR INVESTMENT ADVISORY LLC 23 - 2024-03-31 150,481 $6,629,000 1,016
   Hudson Capital Management LLC 8 - 2024-03-31 148,622 $6,547,000 3,647
   Versant Capital Management Inc 13 - 2024-03-31 140,034 $6,168,000 -2,048
   SYNOVUS FINANCIAL CORP 137 - 2023-12-31 149,384 $6,111,000 -4,494
   Retirement Income Solutions Inc 13 - 2024-03-31 138,064 $6,082,000 -1,437
   Glenview Trust Co 117 - 2023-12-31 139,505 $5,707,000 5
   Cetera Investment Advisers 399 - 2023-12-31 136,818 $5,597,000 -1,382
   FLYNN ZITO CAPITAL MANAGEMENT LLC 12 - 2024-03-31 119,882 $5,281,000 4,906
   FINANCIAL NETWORK 555 - 2023-12-31 127,907 $5,233,000 -14,285
   AMJ Financial Wealth Management 30 - 2024-03-31 118,041 $5,200,000 2,331
   Key Bridge Compliance LLC 17 - 2023-09-30 140,415 $5,148,000 0
   Accretive Wealth Partners LLC 10 - 2024-03-31 109,779 $5,008,000 1,797
   STAPP WEALTH MANAGEMENT PLLC 3 - 2024-03-31 112,794 $4,969,000 601
   Astoria Portfolio Advisors LLC. 16 - 2024-03-31 102,889 $4,868,000 2,382
   Financial Enhancement Group LLC 47 - 2024-03-31 102,692 $4,770,000 93,085
   Archford Capital Strategies LLC 33 - 2024-03-31 108,002 $4,757,000 3,860
   Nelson Van Denburg & Campbell Wealth Management Gr 88 - 2024-03-31 104,950 $4,623,000 6,452
  100 Records found
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