Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Spdr Gold Minishares Trust (GLDM)  
$46.38 0.13 (0.28%) as of 4:30 Fri 4/26


Download
     
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  : 
7.17 (18.29%)  




 
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  
Free Registration Required For Full Results

            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
   UBS Group AG 336 - 2023-12-31 3,321,862 $135,897,000 84,219
   DIAM CO. LTD - 2023-12-31 3,292,468 $134,958,000 26,862
   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
   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
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 684 - 2023-12-31 1,926,014 $78,793,000 1,926,014
   Toroso Investments LLC 4 - 2023-12-31 1,825,669 $74,688,000 -923,980
   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
   STRATEGIC INVESTMENT ADVISORS, INC 8 - 2023-12-31 1,501,243 $61,416,000 480,518
   LPL FINANCIAL CORP 445 - 2023-12-31 1,463,632 $59,877,000 276,101
   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
   3EDGE Asset Management LP 8 - 2023-12-31 1,317,786 $53,911,000 -97,637
   MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. - 2023-12-31 1,185,283 $48,490,000 -82,557
   HOLLOW BROOK ASSOCIATES LLC 1 - 2023-12-31 1,136,602 $46,498,000 -10,276
   HIGHTOWER ADVISORS, LLC 283 - 2023-12-31 1,007,421 $41,214,000 -17,412
   COHEN & STEERS INC 67 - 2023-12-31 983,161 $40,221,000 -175,483
   ROYAL BANK OF CANADA 806 - 2023-12-31 914,406 $37,408,000 -109,556
   RICHARD C YOUNG & CO LTD 1 - 2023-12-31 889,654 $36,396,000 11,586
   SUMITOMO MITSUI ASSET MANAGEMENT COMPANY, LTD 45 - 2023-12-31 871,010 $35,633,000 -35,450
   AMERICAN INVESTMENT SERVICES INC. 1 - 2023-12-31 854,157 $34,944,000 1,074
   WELLS FARGO & CO/MN 863 - 2023-12-31 750,652 $30,709,000 2,121
   BENJAMIN F. EDWARDS & COMPANY INC. 41 - 2023-12-31 749,528 $30,663,000 -699,438
   AE Wealth Management LLC 134 - 2023-12-31 753,954 $30,188,000 -179,054
   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
   GREAT VALLEY ADVISOR GROUP INC. 17 - 2023-12-31 642,340 $26,279,000 539,503
   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
   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
   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 - 2023-12-31 490,828 $20,080,000 -25,269
   Advisor Group Holdings Inc. 481 - 2023-12-31 488,532 $19,985,000 -956,495
   Wealth Advisory Solutions LLC 4 - 2024-03-31 410,747 $18,984,000 410,747
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 214 - 2023-12-31 440,083 $18,004,000 -14,105
   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
   NOTTINGHAM ADVISORS INC 11 - 2023-12-31 407,692 $16,679,000 78,203
   NavPoint Financial Inc. 1 - 2023-12-31 400,575 $16,388,000 0
   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
   GOULD ASSET MANAGEMENT LLC /CA/ 7 - 2023-12-31 285,228 $11,669,000 -7,339
   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
   Private Advisor Group LLC 229 - 2023-12-31 263,937 $10,798,000 337
   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
   Keudell/Morrison Wealth Management 8 - 2023-12-31 250,083 $10,231,000 -109,467
   DEUTSCHE BANK AG 980 - 2023-12-31 250,000 $10,228,000 0
   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
   Warren Street Wealth Advisors LLC 3 - 2023-12-31 212,259 $8,684,000 11,314
   PEAK FINANCIAL ADVISORS LLC 2 - 2024-03-31 193,711 $8,533,000 -27,756
   SEI INVESTMENTS CO 951 - 2023-12-31 208,451 $8,528,000 -1,498,564
   AIFG Consultants Ltd. 6 - 2023-12-31 197,657 $8,086,000 4,698
   R. W. Roge & Company Inc. - 2023-12-31 180,552 $7,386,000 37,313
   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
   Avid Wealth Partners LLC - 2023-12-31 163,761 $6,699,000 0
   HARBOR INVESTMENT ADVISORY LLC 23 - 2024-03-31 150,481 $6,629,000 1,016
   Sterling Investment Advisors Ltd. 14 - 2023-12-31 161,667 $6,614,000 1,830
   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
   J P MORGAN CHASE & CO 2326 - 2023-12-31 150,427 $6,154,000 122,000
   SYNOVUS FINANCIAL CORP 137 - 2023-12-31 149,384 $6,111,000 -4,494
   Retirement Income Solutions Inc 13 - 2023-12-31 139,501 $5,707,000 -540
   Glenview Trust Co 117 - 2023-12-31 139,505 $5,707,000 5
   COMMONWEALTH EQUITY SERVICES LLC. 1016 - 2023-12-31 138,215 $5,654,000 51,156
   NORDEN GROUP LLC 239 - 2024-03-31 127,101 $5,599,000 127,101
   Cetera Investment Advisers 399 - 2023-12-31 136,818 $5,597,000 -1,382
   ADVANCED RESEARCH INVESTMENT SOLUTIONS LLC 5 - 2023-12-31 132,142 $5,406,000 -4,255
   FINANCIAL NETWORK 555 - 2023-12-31 127,907 $5,233,000 -14,285
   Key Bridge Compliance LLC 17 - 2023-09-30 140,415 $5,148,000 0
   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
   AMJ Financial Wealth Management 24 - 2023-12-31 115,710 $4,734,000 -118,933
   FLYNN ZITO CAPITAL MANAGEMENT LLC 9 - 2023-12-31 114,976 $4,704,000 1,678
  100 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us