Filing Research | GOLD - GOLD COM INC Institutional Holdings

Snapshot holdings

27 / 27 loaded

#		Instrument	quantity
1	Fideuram Asset Management (Ireland) dac	Shares	272.3KSH	$12.5M
2	D.A. DAVIDSON & CO.	Shares	38.3KSH	$1.6M
3	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	Shares	36.8KSH	$1.5M
4	CGN Advisors LLC	Shares	35.2KSH	$1.5M
5	SIERRA SUMMIT ADVISORS LLC	Shares	22.0KSH	$914.5K
6	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	19.2KSH	$527.6K
7	Y-Intercept (Hong Kong) Ltd	Shares	6.7KSH	$277.5K
8	Police & Firemen's Retirement System of New Jersey	Shares	6.4KSH	$267.8K
9	LANARK FINANCIAL, INC.	Shares	2.8KSH	$116.3K
10	Farther Finance Advisors, LLC	Shares	737SH	$30.7K
11	Versant Capital Management, Inc	Shares	479SH	$19.9K
12	EverSource Wealth Advisors, LLC	Shares	455SH	$18.9K
13	CoreCap Advisors, LLC	Shares	440SH	$18.3K
14	Golden State Wealth Management, LLC	Shares	300SH	$12.5K
15	GAMMA Investing LLC	Shares	290SH	$12.1K
16	SBI Securities Co., Ltd.	Shares	225SH	$9.4K
17	Spire Wealth Management	Shares	200SH	$8.3K
18	Monetary Solutions, Ltd	Shares	102SH	$4.2K
19	IFP Advisors, Inc	Shares	83SH	$3.5K
20	WOLFF WIESE MAGANA LLC	Shares	70SH	$2.9K
21	True Wealth Design, LLC	Shares	25SH	$1.0K
22	MassMutual Private Wealth & Trust, FSB	Shares	7SH	$291
23	SJS Investment Consulting Inc.	Shares	3SH	$125
24	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	1.8KSH	$73
25	State of Alaska, Department of Revenue	Shares	1.3KSH	$54
26	Hughes Financial Services, LLC	Shares	1SH	$42
27	Capital Advisors, Ltd. LLC	Shares	463SH	$19

Manager changes2026-06-30 vs 2026-03-31

33 / 33 loaded

#		Instrument
1	Fideuram Asset Management (Ireland) dac new	Shares	+272.3K	+$12.5M	$12.5M
2	SIERRA SUMMIT ADVISORS LLC new	Shares	+22.0K	+$914.5K	$914.5K
3	NATIONS FINANCIAL GROUP INC, /IA/ /ADV added	Shares	+500	+$76.4K	$1.5M
4	CGN Advisors LLC unchanged	Shares	0	+$53.9K	$1.5M
5	Police & Firemen's Retirement System of New Jersey added	Shares	+1.1K	+$53.3K	$267.8K
6	D.A. DAVIDSON & CO. trimmed	Shares	-316	+$45.9K	$1.6M
7	Golden State Wealth Management, LLC new	Shares	+300	+$12.5K	$12.5K
8	EverSource Wealth Advisors, LLC added	Shares	+210	+$9.1K	$18.9K
9	GAMMA Investing LLC added	Shares	+111	+$4.9K	$12.1K
10	Farther Finance Advisors, LLC added	Shares	+57	+$2.2K	$30.7K
11	LANARK FINANCIAL, INC. trimmed	Shares	-56	+$2.0K	$116.3K
12	Versant Capital Management, Inc unchanged	Shares	0	+$733	$19.9K
13	CoreCap Advisors, LLC unchanged	Shares	0	+$673	$18.3K
14	True Wealth Design, LLC added	Shares	+12	+$519	$1.0K
15	Spire Wealth Management unchanged	Shares	0	+$306	$8.3K
16	Monetary Solutions, Ltd unchanged	Shares	0	+$156	$4.2K
17	IFP Advisors, Inc unchanged	Shares	0	+$127	$3.5K
18	WOLFF WIESE MAGANA LLC unchanged	Shares	0	+$107	$2.9K
19	NEW YORK STATE TEACHERS RETIREMENT SYSTEM unchanged	Shares	0	+$3	$73
20	Hughes Financial Services, LLC unchanged	Shares	0	+$2	$42
21	State of Alaska, Department of Revenue unchanged	Shares	0	+$2	$54
22	Capital Advisors, Ltd. LLC unchanged	Shares	0	$0	$19
23	SJS Investment Consulting Inc. trimmed	Shares	-1	-$36	$125
24	SBI Securities Co., Ltd. trimmed	Shares	-248	-$9.6K	$9.4K
25	Activest Wealth Management exited	Shares	-545	-$21.8K	$0
26	MassMutual Private Wealth & Trust, FSB trimmed	Shares	-1.1K	-$43.2K	$291
27	180 WEALTH ADVISORS, LLC exited	Shares	-6.1K	-$245.3K	$0
28	Tactive Advisors, LLC exited	Shares	-8.1K	-$323.7K	$0
29	Brookstone Capital Management exited	Shares	-8.3K	-$334.5K	$0
30	EVERGREEN CAPITAL MANAGEMENT LLC trimmed	Shares	-7.1K	-$452.7K	$527.6K
31	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. exited	Shares	-55.5K	-$2.2M	$0
32	Y-Intercept (Hong Kong) Ltd trimmed	Shares	-58.7K	-$2.3M	$277.5K
33	Counterpoint Mutual Funds LLC exited	Shares	-124.8K	-$5.0M	$0