Goldman Sachs Physical GoldETF
13F holders, Q1 2024 (March 31)6holders
$22.01avg. 13F price*
At the end of Q1 2024, 6 institutions reported holding Goldman Sachs Physical Gold in their 13F filings. The largest holders were Wellspring Financial Advisors, LLC ($27.3M), Essex Financial Services, Inc. ($1.5M) and EverSource Wealth Advisors, LLC ($715K).
- Company
- Goldman Sachs Physical Gold
- CUSIP
- 715426102
- Latest filing quarter
- Q2 2024
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $715K |
| Exits | 1 | $266K |
Ownership 6 holders
| Wellspring Financial Advisors, LLC | 4.31% | Add +77.2% | 1,239,435 | $27.3M |
| Essex Financial Services, Inc. | 0.14% | Add +5.8% | 67,628 | $1.5M |
| EverSource Wealth Advisors, LLC | 0.06% | New | 31,514 | $715K |
| Advisory Services Network, LLC | 0.01% | Reduce -84.4% | 14,971 | $329K |
| Vigilare Wealth Management | 0.15% | No change | 13,500 | $297K |
| VitalStone Financial, LLC | 0.02% | Reduce -33.3% | 1,000 | $22K |
"% of holder's portfolio" is GOLDMAN SACHS PHYSICAL GOLD's weight in each manager's 13F, not the share of Goldman Sachs Physical Gold the manager owns.