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Get Institutions for : 
Spdr Gold Minishares Trust (GLDM)  
$46.35 0.51 (1.09%) as of 4:30 Mon 5/13


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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  : 
7.14 (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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   BANK OF AMERICA CORP /DE/ 782 - 2023-12-31 2,832,626 $115,883,000 -40,035
   STATE STREET CORP 1298 - 2023-12-31 2,396,082 $98,024,000 -101,966
   Toroso Investments LLC 4 - 2023-12-31 1,825,669 $74,688,000 -923,980
   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
   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
   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
   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
   Capital Planning Advisors LLC 5 - 2023-12-31 619,957 $25,362,000 -23,479
   SNS Financial Group LLC 15 - 2024-03-31 513,807 $22,633,000 -2,611
   Brandywine Oak Private Wealth LLC 11 - 2024-03-31 483,185 $21,284,000 -7,643
   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
   NavPoint Financial Inc. 1 - 2024-03-31 381,676 $16,813,000 -18,899
   PFS INVESTMENTS INC. 101 - 2023-06-30 430,206 $16,387,000 -32,367
   Oversea-Chinese Banking CORP Ltd 46 - 2023-12-31 392,354 $16,051,000 -18,832
   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
   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
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 446 - 2024-03-31 236,952 $10,438,000 -55,641
   TOWNSQUARE CAPITAL LLC 118 - 2023-12-31 233,975 $9,572,000 -170,376
   PEAK FINANCIAL ADVISORS LLC 2 - 2024-03-31 193,711 $8,533,000 -27,756
   AIFG Consultants Ltd. 7 - 2024-03-31 178,594 $7,867,000 -19,063
   Coco Enterprises LLC 7 - 2023-12-31 169,274 $6,925,000 -4,265
   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
   Cetera Investment Advisers 399 - 2023-12-31 136,818 $5,597,000 -1,382
   FINANCIAL NETWORK 555 - 2023-12-31 127,907 $5,233,000 -14,285
   COMMONWEALTH EQUITY SERVICES LLC. 1226 - 2024-03-31 102,004 $4,493,000 -36,211
   NDVR Inc. 4 - 2024-03-31 99,736 $4,393,000 -1
   Integrity Wealth Solutions LLC 6 - 2024-03-31 96,724 $4,261,000 -264
   KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 300 - 2023-12-31 100,769 $4,122,000 -3,735
   Purus Wealth Management LLC 16 - 2024-03-31 83,211 $3,665,000 -388
   Financial Guidance Group Inc. 17 - 2024-03-31 81,263 $3,580,000 -1,303
   Fortis Advisors LLC 12 - 2023-12-31 86,042 $3,520,000 -424
   MERCER GLOBAL ADVISORS INC /ADV 589 - 2023-12-31 79,794 $3,264,000 -28,400
   FRANKLIN RESOURCES INC 1209 - 2023-12-31 73,457 $3,005,000 -891
   China Universal Asset Management Co. Ltd. 57 - 2024-03-31 68,200 $3,004,000 -3,500
   MARBLE HARBOR INVESTMENT COUNSEL LLC 57 - 2024-03-31 67,525 $2,974,000 -2,000
   IFP Advisors Inc 153 - 2023-12-31 72,041 $2,947,000 -5,450
   Integrated Advisors Network LLC 177 - 2024-03-31 65,487 $2,885,000 -6,315
   Prime Capital Investment Advisors LLC - 2023-12-31 69,817 $2,856,000 -769
   TOKIO MARINE ASSET MANAGEMENT CO LTD 117 - 2024-03-31 63,800 $2,810,000 -8,600
   Brookstone Capital Management 301 - 2024-03-31 63,148 $2,782,000 -5,794
   KRAEMATON INVESTMENT ADVISORS INC 8 - 2024-03-31 60,596 $2,669,000 -1,603
   COLONY GROUP LLC 291 - 2023-09-30 70,831 $2,597,000 -859
   CI INVESTMENTS INC 312 - 2023-12-31 62,534 $2,558,000 -18,000
   HORIZON FINANCIAL SERVICES LLC 20 - 2024-03-31 56,332 $2,481,000 -41,041
   CABOT MONEY MANAGEMENT INC 66 - 2024-03-31 56,103 $2,471,000 -10,702
   BAKER ELLIS ASSET MANAGEMENT LLC 73 - 2024-03-31 55,050 $2,425,000 -100
   RSM US WEALTH MANAGEMENT LLC 165 - 2024-03-31 51,063 $2,249,000 -32,401
   GeoWealth Management LLC 111 - 2023-12-31 54,571 $2,233,000 -1,134
   Jacobi Capital Management LLC 107 - 2024-03-31 44,358 $1,954,000 -10,042
   CREATIVE PLANNING 971 - 2023-12-31 41,682 $1,705,000 -12,786
   NOMURA ASSET MANAGEMENT CO LTD 729 - 2023-12-31 40,200 $1,645,000 -6,400
   LINCOLN NATIONAL CORP 380 - 2024-03-31 36,860 $1,624,000 -15,879
   Merit Financial Group LLC 311 - 2024-03-31 33,627 $1,534,000 -943
   Beacon Pointe Advisors LLC 547 - 2023-12-31 36,741 $1,503,000 -2,745
   One Charles Private Wealth Services LLC 23 - 2023-12-31 36,352 $1,487,000 -16,044
   WFA of San Diego LLC 16 - 2023-09-30 39,702 $1,455,000 -2,172
   ESSEX FINANCIAL SERVICES INC 155 - 2024-03-31 32,658 $1,439,000 -2,215
   RICHARD BERNSTEIN ADVISORS LLC 201 - 2024-03-31 31,184 $1,374,000 -3,129
   EisnerAmper Wealth Management Corporate Benefits L 41 - 2023-12-31 33,105 $1,354,000 -23,211
   VALICENTI ADVISORY SERVICES INC 52 - 2024-03-31 29,729 $1,310,000 -12,463
   Wallace Advisory Group LLC 22 - 2024-03-31 29,906 $1,223,000 -20,688
   TOCQUEVILLE ASSET MANAGEMENT LP 330 - 2024-03-31 26,462 $1,166,000 -1,083
   Alliance Wealth Advisors LLC /UT 66 - 2023-12-31 28,185 $1,153,000 -16,410
   BFT FINANCIAL GROUP LLC 117 - 2023-06-30 29,395 $1,120,000 -127
   COMERICA BANK 1491 - 2023-12-31 26,689 $1,092,000 -6,052
   Change Path LLC 247 - 2023-12-31 25,410 $1,040,000 -5,923
   Robinson Value Management Ltd. 46 - 2024-03-31 21,913 $965,000 -238
   Kendall Capital Management 91 - 2024-03-31 21,870 $963,000 -49
   Atlantic Trust Group LLC 681 - 2024-03-31 21,440 $955,000 -897
   Visionary Wealth Advisors 235 - 2023-12-31 22,425 $917,000 -26,329
   TOTAL INVESTMENT MANAGEMENT INC 26 - 2024-03-31 20,013 $882,000 -178
   Petix & Botte Co 74 - 2024-03-31 19,355 $853,000 -19,355
   STANSBERRY ASSET MANAGEMENT LLC 95 - 2023-12-31 19,834 $811,000 -460
   Kingsview Wealth Management LLC 588 - 2024-03-31 15,823 $697,000 -131
   Continuum Advisory LLC 230 - 2023-12-31 16,720 $684,000 -2,317
   GUARANTY TRUST CO OF MISSOURI /MO/ 374 - 2024-03-31 14,750 $650,000 -181
   Buckingham Strategic Partners 214 - 2023-12-31 15,423 $631,000 -350
   Green Harvest Asset Management LLC 118 - 2023-12-31 14,964 $612,000 -27,404
   NWAM LLC 302 - 2024-03-31 12,990 $596,000 -113
   J P MORGAN CHASE & CO 3639 - 2024-03-31 13,397 $590,000 -137,030
   SWMG LLC 50 - 2023-12-31 14,024 $574,000 -16,145
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1176 - 2023-12-31 12,809 $524,000 -704
   WASHINGTON TRUST CO 196 - 2024-03-31 11,203 $493,000 -325
   PNC FINANCIAL SERVICES GROUP INC 1545 - 2024-03-31 11,162 $492,000 -13
   CHOATE INVESTMENT ADVISORS 268 - 2024-03-31 11,028 $486,000 -14,732
   Independent Advisor Alliance 472 - 2024-03-31 10,428 $459,000 -8,415
  100 Records found
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