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)  
$46.35 0.51 (1.09%) as of 4:30 Mon 5/13


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  : 
7.14 (18.21%)  




 
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
   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
   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
   AMERIPRISE FINANCIAL INC 556 - 2023-12-31 2,182,522 $89,301,000 179,008
   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
   Miracle Mile Advisors LLC 21 - 2024-03-31 1,230,363 $54,198,000 49,023
   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
   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
   VAN ECK ASSOCIATES CORP 215 - 2024-03-31 659,993 $29,073,000 654,000
   Burt Wealth Advisors 5 - 2024-03-31 596,264 $26,265,000 37,391
   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
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 200 - 2024-03-31 522,346 $23,009,000 82,263
   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
   Wealth Advisory Solutions LLC 4 - 2024-03-31 410,747 $18,984,000 410,747
   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
   RAYMOND JAMES & ASSOCIATES 865 - 2024-03-31 371,689 $16,373,000 61,172
   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
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 453 - 2024-03-31 240,973 $10,615,000 6,537
   Warren Street Wealth Advisors LLC 3 - 2024-03-31 224,996 $9,911,000 12,737
   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
   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
   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
   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
   Glenview Trust Co 117 - 2023-12-31 139,505 $5,707,000 5
   FLYNN ZITO CAPITAL MANAGEMENT LLC 12 - 2024-03-31 119,882 $5,281,000 4,906
   AMJ Financial Wealth Management 30 - 2024-03-31 118,041 $5,200,000 2,331
   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
   Zhang Financial LLC 42 - 2024-03-31 104,574 $4,606,000 4,218
   H D Vest Advisory Services 331 - 2024-03-31 100,670 $4,435,000 1,014
   Quent Capital LLC 39 - 2024-03-31 98,894 $4,356,000 24,901
   Integrys Wealth Advisors LLC 22 - 2024-03-31 95,748 $4,218,000 732
   NATIONAL ASSET MANAGEMENT, INC. 194 - 2023-12-31 102,703 $4,202,000 17,046
   MANAGED ASSET PORTFOLIOS LLC 35 - 2024-03-31 94,180 $4,149,000 8,358
   Walkner Condon Financial Advisors LLC 33 - 2024-03-31 92,994 $4,096,000 33,394
   PALLADIEM LLC 9 - 2023-09-30 106,820 $3,916,000 14,845
   BENJAMIN EDWARDS INC 28 - 2024-03-31 83,748 $3,689,000 36,419
   Abbrea Capital LLC 44 - 2024-03-31 83,469 $3,677,000 2,490
   JANNEY MONTGOMERY SCOTT LLC 874 - 2024-03-31 83,176 $3,664,000 28,142
   Arete Wealth Advisors LLC 79 - 2023-12-31 84,873 $3,472,000 23,453
   MARINER WEALTH ADVISORS, LLC 830 - 2023-12-31 82,675 $3,382,000 10,693
   BAKER TILLY FINANCIAL LLC 29 - 2024-03-31 76,430 $3,367,000 12,548
   Upper Left Wealth Management LLC 17 - 2024-03-31 74,262 $3,271,000 1,204
   MML INVESTORS SERVICES LLC 771 - 2023-12-31 79,887 $3,268,000 2,124
   Wealthcare Advisory Partners LLC 168 - 2024-03-31 70,349 $3,099,000 6,449
   Rockefeller Capital Management L.P. 776 - 2023-12-31 74,307 $3,040,000 1,423
   Portside Wealth Group LLC 48 - 2024-03-31 68,672 $3,025,000 9,816
   BKD WEALTH ADVISORS LLC 126 - 2024-03-31 67,679 $2,981,000 3,181
   EVERCORE WEALTH MANAGEMENT, LLC 131 - 2023-12-31 72,641 $2,972,000 2,774
   LODESTAR PRIVATE ASSET MANAGEMENT LLC 56 - 2024-03-31 67,450 $2,971,000 932
   Community Bank N.A. 66 - 2023-12-31 68,795 $2,814,000 66,782
   MISSION CREEK CAPITAL PARTNERS INC 31 - 2023-12-31 67,786 $2,773,000 307
   Team Financial Group LLC 13 - 2023-12-31 65,361 $2,674,000 3,047
   CAPSTONE WEALTH MANAGEMENT GROUP LLC 16 - 2024-03-31 57,538 $2,535,000 4,123
   Atria Wealth Solutions Inc. 531 - 2023-12-31 61,295 $2,508,000 54,740
   PUPLAVA FINANCIAL SERVICES INC 33 - 2024-03-31 50,620 $2,230,000 50,620
   Copperwynd Financial LLC 20 - 2024-03-31 50,264 $2,214,000 6,094
   SCOTIA CAPITAL INC. 375 - 2023-12-31 41,589 $1,701,000 777
   Requisite Capital Management LLC 19 - 2024-03-31 38,287 $1,687,000 38,287
   Steward Partners Investment Advisory LLC 580 - 2023-12-31 37,345 $1,528,000 14,855
   US BANCORP 950 - 2024-03-31 33,334 $1,468,000 8,317
   Gradient Capital Advisors LLC 45 - 2024-03-31 33,233 $1,464,000 900
   Farther Finance Advisors LLC 182 - 2023-12-31 35,059 $1,434,000 34,603
   Global Wealth Management Investment Advisory Inc. 76 - 2024-03-31 32,522 $1,433,000 1,340
   LAM GROUP INC. 25 - 2024-03-31 32,385 $1,427,000 32,385
   KESTRA PRIVATE WEALTH SERVICES LLC 486 - 2024-03-31 29,616 $1,305,000 15,317
   Leo Wealth LLC 121 - 2024-03-31 29,408 $1,296,000 1,422
   Brown Miller Wealth Management LLC 52 - 2024-03-31 26,657 $1,174,000 1,155
   Leading Edge Financial Planning LLC 19 - 2024-03-31 25,431 $1,120,000 987
   FirstPurpose Wealth LLC 48 - 2024-03-31 22,070 $1,019,000 13,366
   ARGI INVESTMENT SERVICES, LLC 247 - 2022-12-31 26,949 $975,000 2,641
   Strategic Blueprint LLC 255 - 2024-03-31 21,164 $932,000 11,233
  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