Filing Research | SPDR GOLD MINISHARES TRUST Institutional Holdings

Snapshot holdings

50 / 306 loaded

#		Instrument	quantity
1	SBI Okasan Asset Management Co.Ltd.	Shares	7.9MSH	$624.9M
2	Arizona PSPRS Trust	PUT	3.4MSH	$266.6M
3	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	Shares	2.5MSH	$201.0M
4	Sumitomo Mitsui DS Asset Management Company, Ltd	Shares	2.1MSH	$167.5M
5	Gradient Investments LLC	Shares	1.5MSH	$120.5M
6	BENJAMIN EDWARDS INC	Shares	1.1MSH	$89.4M
7	Farther Finance Advisors, LLC	Shares	723.0KSH	$57.4M
8	CONFLUENCE INVESTMENT MANAGEMENT LLC	Shares	522.6KSH	$41.5M
9	SBI Securities Co., Ltd.	Shares	519.9KSH	$41.3M
10	MBL Wealth, LLC	Shares	516.6KSH	$41.0M
11	Bangor Savings Bank	Shares	468.4KSH	$37.2M
12	SENTINEL PENSION ADVISORS, LLC	Shares	421.4KSH	$33.5M
13	CONTINUUM WEALTH ADVISORS, LLC	Shares	275.2KSH	$21.9M
14	China Universal Asset Management Co., Ltd.	Shares	272.7KSH	$21.7M
15	Mirae Asset Global Investments Co., Ltd.	Shares	269.7KSH	$21.4M
16	NavPoint Financial, Inc.	Shares	256.8KSH	$20.4M
17	Composition Wealth, LLC	Shares	246.5KSH	$19.6M
18	BRANDYWINE OAK PRIVATE WEALTH LLC	Shares	238.5KSH	$18.9M
19	LTS Liquid Investments LLC	Shares	227.6KSH	$18.1M
20	Austin Wealth Management, LLC	Shares	218.7KSH	$17.4M
21	CoreCap Advisors, LLC	Shares	214.7KSH	$17.1M
22	a16z Perennial Management, L.P.	Shares	198.1KSH	$15.7M
23	HARBOR INVESTMENT ADVISORY, LLC	Shares	178.1KSH	$14.1M
24	PEAK FINANCIAL ADVISORS LLC	Shares	173.9KSH	$13.8M
25	Alliance Wealth Advisors, LLC /UT	Shares	166.6KSH	$13.2M
26	Quantum Financial Advisors, LLC	Shares	166.3KSH	$13.2M
27	Wealthcare Advisory Partners LLC	Shares	164.8KSH	$13.1M
28	Warren Street Wealth Advisors, LLC	Shares	162.9KSH	$12.9M
29	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	147.7KSH	$12.0M
30	New Perspectives, Inc	Shares	144.8KSH	$11.5M
31	McAlvany Wealth Management LLC	Shares	137.9KSH	$11.0M
32	AA Financial Advisors, LLC	Shares	136.4KSH	$10.8M
33	KPP Advisory Services LLC	Shares	126.5KSH	$10.0M
34	INSPIRION WEALTH ADVISORS, LLC	Shares	119.1KSH	$9.5M
35	Wealth Advisory Solutions, LLC	Shares	119.7KSH	$9.5M
36	AAF Wealth Management, LLC	Shares	117.5KSH	$9.3M
37	Kraft, Davis & Associates, LLC	Shares	114.6KSH	$9.2M
38	SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO	Shares	113.4KSH	$9.0M
39	Hudson Capital Management LLC	Shares	106.8KSH	$8.5M
40	Secure Asset Management, LLC	Shares	102.9KSH	$8.2M
41	Purus Wealth Management, LLC	Shares	101.2KSH	$8.0M
42	CHATHAM CAPITAL GROUP, INC.	Shares	98.1KSH	$7.8M
43	PFG Advisors	Shares	96.2KSH	$7.6M
44	Versant Capital Management, Inc	Shares	94.8KSH	$7.5M
45	BAKER TILLY WEALTH MANAGEMENT, LLC	Shares	94.2KSH	$7.5M
46	Wilkerson Advisory Group LLC	Shares	91.9KSH	$7.3M
47	Avior Wealth Management, LLC	Shares	91.7KSH	$7.3M
48	Archford Capital Strategies, LLC	Shares	89.1KSH	$7.1M
49	Brookstone Capital Management	Shares	85.5KSH	$6.8M
50	COURIER CAPITAL LLC	Shares	78.5KSH	$6.2M

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

50 / 333 loaded

#		Instrument
1	SBI Okasan Asset Management Co.Ltd. added	Shares	+6.0M	+$459.7M	$624.9M
2	Arizona PSPRS Trust new	PUT	+3.4M	+$266.6M	$266.6M
3	Sumitomo Mitsui DS Asset Management Company, Ltd added	Shares	+505.3K	+$18.9M	$167.5M
4	LTS Liquid Investments LLC new	Shares	+227.6K	+$18.1M	$18.1M
5	BENJAMIN EDWARDS INC added	Shares	+337.5K	+$16.3M	$89.4M
6	a16z Perennial Management, L.P. new	Shares	+198.1K	+$15.7M	$15.7M
7	Alliance Wealth Advisors, LLC /UT new	Shares	+166.6K	+$13.2M	$13.2M
8	CONFLUENCE INVESTMENT MANAGEMENT LLC added	Shares	+189.6K	+$10.6M	$41.5M
9	AAF Wealth Management, LLC new	Shares	+117.5K	+$9.3M	$9.3M
10	SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO new	Shares	+113.4K	+$9.0M	$9.0M
11	Secure Asset Management, LLC new	Shares	+102.9K	+$8.2M	$8.2M
12	GC Wealth Management RIA, LLC new	Shares	+57.4K	+$4.6M	$4.6M
13	Pacific Excel Wealth Advisors, Inc. new	Shares	+41.8K	+$3.3M	$3.3M
14	AA Financial Advisors, LLC added	Shares	+53.3K	+$3.1M	$10.8M
15	CERTIOR FINANCIAL GROUP, LLC new	Shares	+25.4K	+$2.0M	$2.0M
16	Interchange Capital Partners, LLC new	Shares	+16.8K	+$1.3M	$1.3M
17	Pacific Capital Wealth Advisors, Inc. added	Shares	+16.6K	+$1.2M	$2.0M
18	Confluence Wealth Services, Inc. new	Shares	+13.7K	+$1.1M	$1.1M
19	NWAM LLC added	Shares	+14.9K	+$969.4K	$2.4M
20	J.W. COLE ADVISORS, INC. new	Shares	+10.5K	+$835.7K	$835.7K
21	Clark Asset Management, LLC added	Shares	+12.8K	+$823.7K	$2.2M
22	VISTA FINANCE, LLC added	Shares	+11.7K	+$793.5K	$1.7M
23	Vigilare Wealth Management new	Shares	+8.8K	+$695.6K	$695.6K
24	Sunpointe, LLC added	Shares	+9.1K	+$669.1K	$1.1M
25	SMI Advisory Services, LLC new	Shares	+6.3K	+$515.9K	$515.9K
26	First Heartland Consultants, Inc. added	Shares	+7.5K	+$491.3K	$1.2M
27	BARTLETT & CO. WEALTH MANAGEMENT LLC added	Shares	+5.6K	+$444.9K	$458.1K
28	RICHARDS, MERRILL & PETERSON, INC. added	Shares	+6.0K	+$407.6K	$902.6K
29	Fermata Advisors, LLC added	Shares	+5.1K	+$369.6K	$602.1K
30	JBR Co Financial Management Inc added	Shares	+5.2K	+$345.5K	$1.3M
31	Northstar Advisory Group, LLC new	Shares	+4.0K	+$317.0K	$317.0K
32	Chatterton & Associates Inc. added	Shares	+12.8K	+$300.3K	$5.8M
33	Ignite Planners, LLC new	Shares	+3.6K	+$289.1K	$289.1K
34	FLYNN ZITO CAPITAL MANAGEMENT, LLC new	Shares	+3.6K	+$283.2K	$283.2K
35	Physician Wealth Advisors, Inc. added	Shares	+8.7K	+$271.0K	$3.2M
36	Walser Wealth Management Company, A Ltd Liability Co new	Shares	+3.3K	+$265.3K	$265.3K
37	Balefire, LLC added	Shares	+3.1K	+$216.7K	$436.2K
38	Accurate Wealth Management, LLC new	Shares	+2.7K	+$215.7K	$215.7K
39	Foundry Financial LLC new	Shares	+2.7K	+$213.9K	$213.9K
40	PENOBSCOT WEALTH MANAGEMENT added	Shares	+12.6K	+$165.9K	$6.0M
41	WealthNavi Inc. added	Shares	+1.5M	+$119.1K	$128.2K
42	Crewe Advisors LLC new	Shares	+1.5K	+$116.4K	$116.4K
43	Bank of New Hampshire added	Shares	+1.5K	+$104.1K	$190.1K
44	Formidable Asset Management, LLC trimmed	Shares	-80	+$90.6K	$1.2M
45	Ares Financial Consulting, LLC added	Shares	+2.5K	+$84.9K	$800.7K
46	Horst & Graben Wealth Management LLC added	Shares	+7.4K	+$84.2K	$3.8M
47	Smith Salley Wealth Management added	Shares	+1.5K	+$81.1K	$354.2K
48	COUNTRY TRUST BANK new	Shares	+966	+$76.7K	$76.7K
49	Range Financial Group LLC added	Shares	+1.3K	+$72.4K	$288.1K
50	Key FInancial Inc added	Shares	+1.2K	+$69.2K	$268.2K

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