Filing Research | SPDR GOLD TR Institutional Holdings

Snapshot holdings

50 / 1,050 loaded

#		Instrument	quantity
1	PPSC Investment Service Corp	Shares	772.4KSH	$284.5M
2	Carrhae Capital LLP	CALL	608.0KSH	$224.0M
3	Sequoia Financial Advisors, LLC	Shares	456.2KSH	$168.1M
4	Portman Square Capital LLP	CALL	350.0KSH	$128.9M
5	ROCKLAND TRUST CO	Shares	269.4KSH	$99.2M
6	Mesirow Financial Investment Management, Inc.	Shares	195.9KSH	$72.2M
7	Rathbones Group PLC	Shares	186.7KSH	$68.8M
8	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	170.8KSH	$63.0M
9	FACTORY MUTUAL INSURANCE CO	Shares	168.5KSH	$62.1M
10	Pictet North America Advisors SA	Shares	156.7KSH	$57.5M
11	Oakworth Capital, Inc.	Shares	155.3KSH	$57.3M
12	MOODY LYNN LIEBERSON & WALKER, LLC	Shares	149.8KSH	$55.2M
13	Northside Capital Management, LLC	Shares	143.0KSH	$52.7M
14	Brookstone Capital Management	Shares	138.5KSH	$51.0M
15	Envestnet Portfolio Solutions, Inc.	Shares	127.0KSH	$46.8M
16	Portman Square Capital LLP	PUT	125.0KSH	$46.0M
17	SAPIENT CAPITAL LLC	Shares	113.1KSH	$41.7M
18	Simplify Asset Management Inc.	CALL	110.0KSH	$40.8M
19	Townsend & Associates, Inc	Shares	107.4KSH	$39.5M
20	Union Bancaire Privee, UBP SA	Shares	107.5KSH	$39.2M
21	Trilogy Capital Inc.	Shares	103.8KSH	$38.2M
22	VISTA FINANCE, LLC	Shares	101.2KSH	$37.3M
23	Intrua Financial, LLC	Shares	100.7KSH	$37.1M
24	Corecam Pte. Ltd.	Shares	98.7KSH	$36.4M
25	Prospera Financial Services Inc	Shares	98.4KSH	$36.3M
26	BENJAMIN EDWARDS INC	Shares	94.8KSH	$34.9M
27	Chesley Taft & Associates LLC	Shares	93.7KSH	$34.5M
28	CWA Asset Management Group, LLC	Shares	90.2KSH	$33.2M
29	MinichMacGregor Wealth Management, LLC	Shares	89.6KSH	$33.0M
30	D.A. DAVIDSON & CO.	Shares	86.7KSH	$31.9M
31	BALDWIN WEALTH PARTNERS LLC/MA	Shares	84.7KSH	$31.2M
32	Farther Finance Advisors, LLC	Shares	80.7KSH	$29.7M
33	Walser Wealth Management Company, A Ltd Liability Co	Shares	78.7KSH	$29.0M
34	Bayshore Capital Advisors, LLC	Shares	75.1KSH	$27.7M
35	Lee Financial Co	Shares	74.4KSH	$27.4M
36	INDEPENDENT FINANCIAL GROUP, LLC	Shares	73.5KSH	$27.1M
37	Consolidated Portfolio Review Corp	Shares	71.2KSH	$26.2M
38	Mader & Shannon Wealth Management, Inc.	Shares	67.9KSH	$25.0M
39	FIRST HORIZON CORP	Shares	67.5KSH	$24.9M
40	SBI Securities Co., Ltd.	Shares	65.3KSH	$24.1M
41	Omnia Family Wealth, LLC	Shares	63.3KSH	$23.3M
42	AVALON CAPITAL MANAGEMENT	Shares	63.2KSH	$23.3M
43	FIFTH THIRD SECURITIES, INC.	Shares	63.1KSH	$23.3M
44	CoreCap Advisors, LLC	Shares	60.2KSH	$22.2M
45	China Universal Asset Management Co., Ltd.	Shares	59.4KSH	$21.9M
46	AdvisorNet Financial, Inc	Shares	58.8KSH	$21.7M
47	Mirae Asset Global Investments Co., Ltd.	Shares	57.9KSH	$21.3M
48	J.W. COLE ADVISORS, INC.	Shares	54.6KSH	$20.1M
49	Redhawk Wealth Advisors, Inc.	Shares	53.8KSH	$19.8M
50	Dynamic Advisor Solutions LLC	Shares	52.6KSH	$19.4M

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

50 / 1,128 loaded

#		Instrument
1	Carrhae Capital LLP added	CALL	+472.2K	+$165.5M	$224.0M
2	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed	Shares	-15.8K	+$63.0M	$63.0M
3	Simplify Asset Management Inc. new	CALL	+110.0K	+$40.8M	$40.8M
4	Portman Square Capital LLP added	PUT	+75.0K	+$24.5M	$46.0M
5	Union Bancaire Privee, UBP SA added	Shares	+46.4K	+$14.2M	$39.2M
6	Intrua Financial, LLC added	Shares	+36.2K	+$9.3M	$37.1M
7	AVALON CAPITAL MANAGEMENT added	Shares	+25.8K	+$7.2M	$23.3M
8	CAMPBELL CAPITAL MANAGEMENT INC added	Shares	+1.0K	+$5.8M	$5.8M
9	CoreCap Advisors, LLC added	Shares	+20.8K	+$5.2M	$22.2M
10	WORLD EQUITY GROUP, INC. added	Shares	+13.7K	+$4.2M	$10.1M
11	Composition Wealth, LLC added	Shares	+15.1K	+$3.5M	$17.8M
12	Encompass More Asset Management added	Shares	+8.5K	+$2.5M	$6.7M
13	Roan Capital Partners new	Shares	+5.1K	+$1.9M	$1.9M
14	Charles Schwab Trust Co new	Shares	+4.1K	+$1.5M	$1.5M
15	CITY HOLDING CO added	Shares	+6.7K	+$1.5M	$8.4M
16	Mayflower Financial Advisors, LLC added	Shares	+6.1K	+$1.5M	$7.1M
17	ARQ WEALTH ADVISORS, LLC new	Shares	+3.6K	+$1.4M	$1.4M
18	NEW WAVE WEALTH ADVISORS LLC added	Shares	+3.8K	+$1.2M	$2.5M
19	MISSION WEALTH MANAGEMENT, LP added	Shares	+5.3K	+$1.2M	$6.7M
20	Bellecapital International Ltd. added	Shares	+5.7K	+$1.1M	$8.1M
21	MANCHESTER FINANCIAL INC new	CALL	+2.5K	+$921.0K	$921.0K
22	Merit Financial Group, LLC new	PUT	+2.5K	+$921.0K	$921.0K
23	Farther Finance Advisors, LLC added	Shares	+14.8K	+$869.3K	$29.7M
24	Slocum, Gordon & Co LLP added	Shares	+2.4K	+$853.7K	$1.1M
25	Revolve Wealth Partners, LLC added	Shares	+2.3K	+$818.8K	$1.1M
26	SteelPeak Wealth, LLC added	Shares	+3.3K	+$802.1K	$3.7M
27	MEITAV INVESTMENT HOUSE LTD new	Shares	+2.1K	+$783.9K	$783.9K
28	STRATEGIC INVESTMENT MANAGEMENT, LLC added	Shares	+7.6K	+$707.1K	$15.3M
29	Monument Capital Management new	Shares	+1.9K	+$705.1K	$705.1K
30	Independence Financial Advisors, LLC added	Shares	+6.6K	+$640.4K	$13.0M
31	Painted Porch Advisors LLC new	Shares	+1.6K	+$598.2K	$598.2K
32	Bayshore Capital Advisors, LLC added	Shares	+12.2K	+$596.0K	$27.7M
33	SAX WEALTH ADVISORS, LLC added	Shares	+1.1K	+$584.7K	$2.0M
34	Presidio Capital Management, LLC new	Shares	+1.5K	+$535.3K	$535.3K
35	HALBERT HARGROVE GLOBAL ADVISORS, LLC added	Shares	+1.5K	+$534.3K	$638.4K
36	LVW Advisors, LLC added	Shares	+1.9K	+$520.1K	$1.7M
37	BUFFALO BUSINESS & ESTATE SERVICES LTD new	Principal	+1.4K	+$510.2K	$510.2K
38	DOLIVER ADVISORS, LP added	Shares	+1.5K	+$494.1K	$949.3K
39	Ebert Capital Management Inc. new	Shares	+1.3K	+$485.2K	$485.2K
40	GK Wealth Management LLC new	Shares	+1.3K	+$466.7K	$466.7K
41	Rockwood Wealth Management, LLC added	Shares	+1.2K	+$374.4K	$824.4K
42	Kings Path Partners LLC added	Shares	+990	+$361.4K	$408.5K
43	Highland Financial Advisors, LLC new	Shares	+964	+$355.1K	$355.1K
44	CogentBlue Wealth Advisors, LLC new	Shares	+936	+$344.9K	$344.9K
45	TFC Financial Management, Inc. added	Shares	+961	+$339.1K	$442.8K
46	True North Advisors, LLC new	Shares	+888	+$327.1K	$327.1K
47	PICTET BANK & TRUST Ltd new	Shares	+862	+$316.3K	$316.3K
48	HARMONY ASSET MANAGEMENT LLC added	Shares	+1.1K	+$310.4K	$1.0M
49	apricus wealth, LLC new	Shares	+771	+$284.0K	$284.0K
50	G&S Capital LLC new	CALL	+700	+$257.9K	$257.9K

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