SPDR Gold Minishares TrustGLDMETF
13F holders, Q4 2024 (December 31)538holders +76
74new positions
34sold out
4famous investors
$52.00avg. 13F price*
At the end of Q4 2024, 538 institutions reported holding SPDR Gold Minishares Trust (GLDM) in their 13F filings, up 76 from Q3 2024. 74 opened new positions and 34 sold out. The largest holders were Sumitomo Mitsui Trust Group, Inc. ($675.9M), Morgan Stanley ($364.7M) and Evoke Wealth, LLC ($343.4M). 4 famous investors held it, including Chris Bloomstran (0.1% of Semper Augustus Investments's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- SPDR Gold Minishares Trust
- Filed as
- WORLD GOLD TR (Q4 2024)
- CUSIP
- 98149E303
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 74 | $152.5M |
| Exits | 34 | $121.4M |
All 13F filers, Q3 2024 → Q4 2024: 8,431,164 shares bought and 11,062,099 shares sold, net −2,630,935 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 538 holders
| Sumitomo Mitsui Trust Group, Inc. | 0.46% | Reduce -5.8% | 13,000,000 | $675.9M |
| Morgan Stanley | 0.03% | Add +5.8% | 7,014,152 | $364.7M |
| Evoke Wealth, LLC | 9.56% | Add +0.7% | 6,604,327 | $343.4M |
| Cassaday & Co Wealth Management LLC | 8.15% | Add +1.9% | 5,744,426 | $298.7M |
| Bank of America Corp. | 0.02% | Add +22.0% | 4,683,654 | $243.5M |
| Asset Management One Co., Ltd. | 0.67% | Reduce -6.8% | 3,742,777 | $193.9M |
| UBS Group AG | 0.04% | Add +2.1% | 3,562,518 | $185.2M |
| State Street Corp. | 0.01% | Reduce -5.1% | 3,062,838 | $159.2M |
| LPL Financial LLC | 0.05% | Add +23.8% | 2,196,980 | $114.2M |
| Ameriprise Financial Inc. | 0.03% | Add +12.3% | 2,092,817 | $108.8M |
| Stifel Financial Corp. | 0.11% | Reduce -3.3% | 2,070,717 | $107.7M |
| 3EDGE Asset Management, LP | 6.21% | Reduce -49.6% | 1,935,854 | $100.6M |
| Principal Financial Group Inc. | 0.05% | New | 1,757,205 | $91.4M |
| Strategic Financial Services, Inc. | 5.03% | Reduce -0.8% | 1,621,215 | $84.3M |
| Benjamin Edwards Inc. | 1.02% | Reduce -4.0% | 1,375,700 | $71.5M |
| Tidal Investments LLC | 0.56% | Reduce -14.9% | 1,322,501 | $68.8M |
| Greenline Partners, LLC | 9.48% | Reduce -11.5% | 1,302,178 | $67.7M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.69% | Add +11.4% | 1,298,460 | $67.5M |
| Cohen & Steers, Inc. | 0.13% | Reduce -1.6% | 1,277,264 | $66.4M |
| Hollow Brook Wealth Management LLC | 18.72% | Add +0.9% | 1,172,215 | $60.9M |
| CW Advisors, LLC | 0.80% | Reduce -1.8% | 1,124,194 | $58.4M |
| Wells Fargo & Company | 0.01% | Add +7.3% | 1,121,616 | $58.3M |
| Bank of New York Mellon Corp | 0.01% | Reduce -5.5% | 1,037,478 | $53.9M |
| Sei Investments Co. | 0.07% | Add +12.2% | 1,026,038 | $53.3M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.11% | Reduce -3.4% | 980,776 | $51.0M |
| HighTower Advisors, LLC | 0.07% | Reduce -0.7% | 927,764 | $48.2M |
| Gradient Investments LLC | 0.97% | Add +2.0% | 918,918 | $47.8M |
| Great Valley Advisor Group, Inc. | 1.07% | Add +5.0% | 918,112 | $47.7M |
| Envestnet Asset Management Inc. | 0.02% | Add +6.9% | 908,877 | $47.3M |
| Raymond James Financial Inc. | 0.02% | — | 840,500 | $43.7M |
| Cerity Partners LLC | 0.09% | Add +1.6% | 836,605 | $43.5M |
| Royal Bank of Canada | 0.01% | Reduce -4.9% | 767,737 | $39.9M |
| American Investment Services, Inc. | 6.73% | Reduce -3.4% | 731,403 | $38.0M |
| Nepc LLC | 1.02% | Add +27.3% | 729,530 | $37.9M |
| JPMorgan Chase & Co. | 0.00% | Add +311.7% | 728,424 | $37.9M |
| Manufacturers Life Insurance Company, The | 0.03% | Reduce -2.1% | 673,779 | $35.0M |
| Van Eck Associates Corp. | 0.04% | Add +0.9% | 665,936 | $34.6M |
| Capital Planning Advisors, LLC | 5.21% | Reduce -8.0% | 649,170 | $33.8M |
| Confluence Investment Management LLC | 0.45% | Add +1.0% | 627,966 | $32.6M |
| MBL Wealth, LLC | 3.03% | Add +0.3% | 579,391 | $30.1M |
| Resona Asset Management Co.,Ltd. | 0.18% | Add +26.5% | 579,100 | $30.0M |
| Equitable Holdings, Inc. | 0.28% | Add +11.5% | 559,372 | $29.1M |
| Burt Wealth Advisors | 7.25% | Reduce -1.0% | 549,192 | $28.6M |
| Bluespring Wealth Management, LLC | 2.65% | Reduce -1.5% | 495,892 | $25.8M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -2.2% | 494,683 | $25.7M |
| Townsquare Capital LLC | 0.29% | Reduce -27.4% | 493,517 | $25.7M |
| Baird Financial Group, Inc. | 0.05% | Add +6.6% | 473,843 | $24.6M |
| Assetmark, Inc. | 0.07% | Reduce -2.4% | 473,100 | $24.6M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.68% | Add +0.5% | 454,659 | $23.6M |
| Osaic Holdings, Inc. | 0.05% | Add +5.8% | 440,752 | $22.9M |
| Sentinel Pension Advisors, LLC | 4.17% | Add +1.8% | 432,786 | $22.5M |
| Cambridge Investment Research Advisors, Inc. | 0.07% | Reduce -24.6% | 393,194 | $20.4M |
| Rockefeller Capital Management L.P. | 0.05% | Add +11.8% | 378,786 | $19.7M |
| Bangor Savings Bank | 1.80% | Add +6.0% | 369,359 | $19.2M |
| Parcion Private Wealth LLC | 1.40% | Add +7.0% | 351,765 | $18.3M |
| Evernest Financial Advisors, LLC | 4.63% | Add +15.3% | 343,392 | $17.9M |
| Brandywine Oak Private Wealth LLC | 1.70% | Reduce -5.1% | 334,178 | $17.4M |
| Private Advisor Group, LLC | 0.09% | Add +4.6% | 315,620 | $16.4M |
| Nottingham Advisors, Inc. | 2.08% | Reduce -7.3% | 314,793 | $16.4M |
| US Bancorp \de | 0.02% | Add +41.4% | 304,131 | $15.8M |
| Fullerton Fund Management Co Ltd. | 0.55% | Reduce -1.4% | 302,199 | $15.7M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +26.9% | 288,771 | $15.0M |
| NavPoint Financial, Inc. | 11.65% | Reduce -5.1% | 283,289 | $14.7M |
| Composition Wealth, LLC | 0.30% | Reduce -6.5% | 280,792 | $14.6M |
| Austin Wealth Management, LLC | 2.87% | Add +3.9% | 258,313 | $13.8M |
| SBI Securities Co., Ltd. | 0.42% | — | 263,998 | $13.7M |
| Deutsche Bank AG | 0.01% | Add +2.1% | 255,382 | $13.3M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Reduce -3.1% | 245,150 | $12.7M |
| Piedmont Capital Management, LLC | 7.55% | Reduce -0.0% | 237,864 | $12.5M |
| Keudell/Morrison Wealth Management | 3.25% | Reduce -0.7% | 239,947 | $12.5M |
| Warren Street Wealth Advisors, LLC | 4.99% | Add +1.6% | 233,960 | $12.2M |
| Peak Financial Advisors LLC | 6.11% | Reduce -0.3% | 225,780 | $11.7M |
| Timber Creek Capital Management LLC | 3.35% | Add +0.9% | 223,331 | $11.6M |
| Gould Asset Management LLC | 2.36% | Add +10.1% | 215,922 | $11.2M |
| CoreCap Advisors, LLC | 0.44% | Add +2.8% | 185,631 | $9.7M |
| Farther Finance Advisors, LLC | 0.34% | Add +69.2% | 179,995 | $9.4M |
| China Universal Asset Management Co., Ltd. | 0.87% | Add +90.2% | 179,200 | $9.3M |
| &partners | 0.11% | Add +100.4% | 176,103 | $9.3M |
| R. W. Roge & Company, Inc. | 4.83% | Reduce -3.4% | 172,334 | $9.0M |
| Alaska Permanent Fund Corp | 0.13% | No change | 171,000 | $8.9M |
| Nisa Investment Advisors, LLC | 0.03% | Reduce -49.5% | 170,300 | $8.9M |
| Encompass More Asset Management | 2.91% | Add +13.5% | 169,646 | $8.8M |
| Harbor Investment Advisory, LLC | 0.82% | Add +2.9% | 169,050 | $8.8M |
| Stratos Wealth Partners, LTD. | 0.12% | Reduce -4.0% | 165,620 | $8.6M |
| Mariner, LLC | 0.01% | Add +83.8% | 160,562 | $8.3M |
| Avid Wealth Partners LLC | 5.76% | Reduce -5.5% | 155,972 | $8.1M |
| Sterling Investment Advisors, Ltd. | 1.93% | Reduce -1.4% | 152,904 | $7.9M |
| Medici Capital LLC | 10.22% | Reduce -72.5% | 152,540 | $7.9M |
| MML Investors Services, LLC | 0.03% | Add +51.4% | 142,948 | $7.4M |
| National Bank of Canada | 0.01% | Add +7.9% | 142,646 | $7.4M |
| Commonwealth Equity Services, LLC | 0.01% | Add +9.3% | 141,729 | $7.4M |
| AIFG Consultants Ltd. | 11.98% | Reduce -13.8% | 141,180 | $7.3M |
| LWM Advisory Services, LLC | 4.96% | Add +542.1% | 137,106 | $7.1M |
| Continuum Wealth Advisors, LLC | 3.58% | Add +5.6% | 136,234 | $7.1M |
| Wealth Advisory Solutions, LLC | 1.98% | Reduce -3.4% | 136,027 | $7.1M |
| Hudson Capital Management LLC | 2.25% | Reduce -6.1% | 134,491 | $7.0M |
| Retirement Income Solutions, Inc. | 1.40% | Add +0.3% | 133,659 | $6.9M |
| WR Wealth Planners, LLC | 2.22% | Add +1.7% | 133,029 | $6.9M |
| Versant Capital Management, Inc | 1.48% | Reduce -1.6% | 131,882 | $6.9M |
| Plum Street Advisors, LLC | 3.31% | Add +24.1% | 129,013 | $6.7M |
| AE Wealth Management LLC | 0.06% | Add +149.9% | 127,842 | $6.6M |
| Quent Capital, LLC | 0.69% | Add +9.9% | 127,376 | $6.6M |
| Beaumont Financial Advisors, LLC | 0.49% | Add +16.0% | 126,812 | $6.6M |
| Truist Financial Corp. | 0.01% | Add +0.8% | 126,562 | $6.6M |
| Chatham Capital Group, Inc. | 1.08% | Add +6.5% | 125,766 | $6.5M |
| Renaissance Technologies | 0.01% | Add +148.4% | 124,700 | $6.5M |
| Synovus Financial Corp. | 0.08% | Reduce -49.2% | 124,306 | $6.5M |
| Copley Financial Group, Inc. | 4.94% | Reduce -10.6% | 124,022 | $6.4M |
| Glenview Trust Co | 0.12% | Add +0.4% | 119,208 | $6.2M |
| Atria Wealth Solutions, Inc. | 0.07% | Add +23.6% | 119,071 | $6.2M |
| Archford Capital Strategies, LLC | 0.93% | Add +3.7% | 117,927 | $6.1M |
| JNBA Financial Advisors | 0.62% | Reduce -6.9% | 117,044 | $6.1M |
| AMJ Financial Wealth Management | 1.68% | Reduce -1.5% | 116,319 | $6.0M |
| Mirae Asset Global Investments Co., Ltd. | 0.02% | Add +30.0% | 120,856 | $6.0M |
| Managed Asset Portfolios, LLC | 0.88% | Add +0.1% | 113,611 | $5.9M |
| Avior Wealth Management, LLC | 0.21% | Reduce -0.1% | 112,586 | $5.9M |
| Stapp Wealth Management, PLLC | 8.87% | Add +0.6% | 109,405 | $5.7M |
| Avantax Advisory Services, Inc. | 0.03% | Add +1.2% | 106,605 | $5.5M |
| Accretive Wealth Partners, LLC | 2.35% | Reduce -2.0% | 106,279 | $5.5M |
| Cedar Point Capital Partners, LLC | 3.70% | Add +7.8% | 105,243 | $5.5M |
| Zhang Financial LLC | 0.31% | Add +1.4% | 104,476 | $5.4M |
| TD Waterhouse Canada Inc. | 0.04% | Add +55.2% | 104,474 | $5.4M |
| Inspirion Wealth Advisors, LLC | 0.75% | Add +3.4% | 101,692 | $5.3M |
| Integrity Wealth Solutions LLC | 2.89% | Add +2.6% | 99,336 | $5.2M |
| Hobbs Group Advisors, LLC | 1.94% | Reduce -21.7% | 99,228 | $5.2M |
| Brookstone Capital Management | 0.07% | Add +25.5% | 99,042 | $5.1M |
| Money Concepts Capital Corp. | 0.38% | Reduce -3.9% | 98,514 | $5.1M |
| Financial Enhancement Group LLC | 0.78% | Add +751.5% | 97,064 | $5.1M |
| American Trust | 0.39% | Add +1421.2% | 95,120 | $5.1M |
| Executive Wealth Management, LLC | 0.40% | New | 98,081 | $5.1M |
| Arete Wealth Advisors, LLC | 0.37% | Reduce -19.4% | 97,652 | $5.1M |
| Stratos Wealth Advisors, LLC | 0.24% | Add +3.7% | 95,888 | $5.0M |
| Purus Wealth Management, LLC | 1.96% | Add +11.7% | 95,050 | $4.9M |
| Joseph Group Capital Management | 1.82% | Reduce -71.7% | 88,998 | $4.6M |
| Transamerica Financial Advisors, LLC | 0.45% | Add +0.6% | 86,818 | $4.5M |
| Upper Left Wealth Management, LLC | 3.82% | Add +1.4% | 85,987 | $4.5M |
| Walkner Condon Financial Advisors LLC | 0.89% | Reduce -1.1% | 84,287 | $4.4M |
| Abound Financial, LLC | 2.20% | — | 83,415 | $4.3M |
| Evercore Wealth Management, LLC | 0.06% | Add +8.2% | 82,935 | $4.3M |
| Fortis Advisors, LLC | 2.79% | Reduce -0.8% | 81,895 | $4.3M |
| Clark Capital Management Group, Inc. | 0.03% | Reduce -35.8% | 78,557 | $4.1M |
| Janney Montgomery Scott LLC | 0.01% | New | 78,550 | $4.1M |
| Lodestar Private Asset Management LLC | 0.51% | Add +5.6% | 77,733 | $4.0M |
| Focus Partners Wealth | 0.01% | Add +9.4% | 76,357 | $4.0M |
| Comerica Bank | 0.02% | Add +0.8% | 75,975 | $3.9M |
| Team Financial Group, LLC | 2.21% | Add +1.0% | 74,090 | $3.9M |
| Catalyst Capital Advisors LLC | 0.08% | No change | 73,500 | $3.8M |
| Genesis Wealth Advisors, LLC | 3.31% | — | 73,022 | $3.8M |
| Austin Private Wealth, LLC | 0.35% | New | 72,737 | $3.8M |
| Aptus Capital Advisors, LLC | 0.04% | Reduce -4.7% | 71,817 | $3.7M |
| Independent Advisor Alliance | 0.05% | Add +612.9% | 70,796 | $3.7M |
| Financial Guidance Group, Inc. | 2.00% | Reduce -4.8% | 70,359 | $3.7M |
| Seven Post Investment Office LP | 1.38% | Add +1539.2% | 69,418 | $3.6M |
| CFS Investment Advisory Services, LLC | 0.32% | New | 68,918 | $3.6M |
| Forvis Mazars Wealth Advisors, LLC | 0.08% | Reduce -0.4% | 68,557 | $3.6M |
| Bright Financial Advisors, Inc. | 2.23% | Add +5.7% | 68,393 | $3.6M |
| Global Retirement Partners, LLC | 0.10% | Reduce -9.2% | 67,267 | $3.5M |
| Flagship Harbor Advisors, LLC | 0.18% | Add +11.2% | 66,786 | $3.5M |
| Marble Harbor Investment Counsel, LLC | 0.38% | Reduce -0.1% | 66,425 | $3.5M |
| Lynx Investment Advisory | 2.36% | Reduce -2.2% | 66,416 | $3.5M |
| Cabot Wealth Management Inc. | 0.44% | Add +6.0% | 66,263 | $3.4M |
| Nissay Asset Management Corp. /Japan | 0.02% | Add +36.7% | 66,419 | $3.4M |
| Alliance Wealth Advisors, LLC | 0.88% | Reduce -49.5% | 65,699 | $3.4M |
| Prime Capital Investment Advisors, LLC | 0.05% | Add +0.0% | 64,560 | $3.4M |
| E Fund Management Co., Ltd. | 0.17% | Reduce -12.2% | 63,207 | $3.3M |
| NDVR, Inc. | 3.12% | New | 62,736 | $3.3M |
| Integrated Advisors Network LLC | 0.16% | Reduce -2.6% | 62,505 | $3.2M |
| Beckerman Institutional, LLC | 2.60% | Add +1.4% | 62,457 | $3.2M |
| GWN Securities Inc. | 0.87% | — | 59,110 | $3.2M |
| Mission Creek Capital Partners, Inc. | 0.69% | Reduce -0.2% | 61,096 | $3.2M |
| GeoWealth Management, LLC | 0.10% | Reduce -53.1% | 60,660 | $3.2M |
| Wallace Advisory Group, LLC | 2.18% | Add +3.6% | 60,496 | $3.2M |
| Tidemark, LLC | 1.20% | Add +97.9% | 60,180 | $3.1M |
| Kayne Anderson Rudnick Investment Management LLC | 0.01% | Add +2.0% | 60,223 | $3.1M |
| Kraematon Investment Advisors, Inc. | 3.08% | Add +0.8% | 59,832 | $3.1M |
| Luminist Capital LLC | 5.38% | — | 59,017 | $3.1M |
| Wealthcare Advisory Partners LLC | 0.08% | Reduce -1.9% | 58,800 | $3.1M |
| Paul R. Ried Financial Group, LLC | 2.10% | — | 57,688 | $3.0M |
| Baker Ellis Asset Management LLC | 0.42% | Add +1.9% | 55,000 | $2.9M |
| CreativeOne Wealth, LLC | 0.09% | Add +3.1% | 54,835 | $2.9M |
| Mercer Global Advisors Inc. | 0.01% | New | 54,648 | $2.8M |
| Copperwynd Financial, LLC | 0.75% | Add +1.3% | 52,576 | $2.7M |
| Baker Tilly Wealth Management, LLC | 1.07% | Add +4.3% | 52,495 | $2.7M |
| Horst & Graben Wealth Management LLC | 0.48% | New | 51,705 | $2.7M |
| Entrewealth, LLC | 2.45% | — | 50,408 | $2.7M |
| Certior Financial Group, LLC | 2.31% | — | 50,026 | $2.6M |
| Jump Financial, LLC | 0.06% | Reduce -12.3% | 49,966 | $2.6M |
| Jacobi Capital Management LLC | 0.19% | Add +6.1% | 49,603 | $2.6M |
| Franklin Resources Inc. | 0.00% | Reduce -23.8% | 48,866 | $2.5M |
| Transce3nd, LLC | 0.86% | — | 48,642 | $2.5M |
| Portside Wealth Group, LLC | 0.42% | Reduce -42.3% | 48,496 | $2.5M |
| Choreo, LLC | 0.04% | No change | 48,362 | $2.5M |
| CI Investments Inc. | 0.01% | Reduce -14.4% | 47,534 | $2.5M |
| Bridgewater Advisors Inc. | 0.25% | Add +19.3% | 46,001 | $2.4M |
| Mills Wealth Advisors LLC | 1.37% | Add +0.1% | 46,474 | $2.4M |
| Essex Financial Services, Inc. | 0.17% | Reduce -1.9% | 46,340 | $2.4M |
| Integrity Alliance, Llc. | 0.26% | — | 45,410 | $2.4M |
| Foundations Investment Advisors, LLC | 0.04% | Add +15.6% | 44,319 | $2.3M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +6.5% | 43,904 | $2.3M |
| Salus Financial Advisors, LLC | 1.78% | — | 43,709 | $2.3M |
| Moneco Advisors, LLC | 0.24% | Add +697.3% | 43,494 | $2.3M |
| Marex Group Ltd | 0.04% | New | 42,942 | $2.2M |
| Global Wealth Management Investment Advisory, Inc. | 0.46% | Add +9.5% | 42,836 | $2.2M |
| Stansberry Asset Management, LLC | 0.31% | Add +23.9% | 42,675 | $2.2M |
| Park Avenue Securities LLC | 0.02% | Add +351.1% | 42,169 | $2.2M |
| Kestra Private Wealth Services, LLC | 0.04% | Add +12.3% | 41,809 | $2.2M |
| One Wealth Advisors, LLC | 0.31% | New | 40,816 | $2.1M |
| Citadel Advisors | 0.00% | Add +53.3% | 40,643 | $2.1M |
| Physician Wealth Advisors, Inc. | 0.35% | New | 40,012 | $2.1M |
| Jones Financial Companies LLLP | 0.00% | Add +23.7% | 39,331 | $2.0M |
| Peak Retirement Planning, Inc. | 1.34% | — | 37,670 | $2.0M |
| Scotia Capital Inc. | 0.01% | New | 37,812 | $2.0M |
| Visionary Wealth Advisors | 0.11% | Reduce -3.5% | 37,309 | $1.9M |
| Public Employees Retirement System of Ohio | 0.01% | No change | 37,200 | $1.9M |
| Nomura Asset Management Co. Ltd. | 0.01% | Reduce -9.3% | 36,100 | $1.9M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.15% | Reduce -63.7% | 35,466 | $1.8M |
| Bush Investment Group, LLC | 1.43% | New | 35,349 | $1.8M |
| Beacon Pointe Advisors, LLC | 0.02% | Reduce -3.3% | 34,941 | $1.8M |
| Sovran Advisors, LLC | 0.26% | — | 34,222 | $1.8M |
| KPP Advisory Services LLC | 0.43% | Add +196.9% | 34,746 | $1.8M |
| Leo Wealth, LLC | 0.16% | Add +11.8% | 34,720 | $1.8M |
| Advisory Alpha, LLC | 0.06% | Reduce -3.9% | 34,032 | $1.8M |
| Merit Financial Group, LLC | 0.03% | Reduce -2.2% | 33,267 | $1.7M |
| Compass Ion Advisors, LLC | 0.20% | Add +13.8% | 33,093 | $1.7M |
| Legacy Capital Wealth Partners, LLC | 0.42% | Add +2.5% | 32,568 | $1.7M |
| Courier Capital LLC | 0.12% | New | 32,463 | $1.7M |
| Gradient Capital Advisors, LLC | 0.53% | Reduce -3.8% | 31,702 | $1.6M |
| Vermillion & White Wealth Management Group, LLC | 1.21% | Reduce -7.8% | 31,691 | $1.6M |
| Creative Planning | 0.00% | Reduce -23.9% | 31,335 | $1.6M |
| Rwa Wealth Partners, LLC | 0.02% | Add +486.3% | 30,681 | $1.6M |
| Cambridge Associates LLC /Ma/ | 0.05% | No change | 30,631 | $1.6M |
| NewEdge Advisors, LLC | 0.01% | Reduce -31.5% | 30,503 | $1.6M |
| Brown Financial Advisors | 0.63% | Reduce -4.3% | 30,014 | $1.6M |
| Forbes J M & Co. LLP | 0.14% | No change | 28,711 | $1.5M |
| Valicenti Advisory Services Inc. | 0.37% | Add +4.2% | 28,394 | $1.5M |
| Aspetuck Financial Management LLC | 1.14% | — | 28,114 | $1.5M |
| Richard Bernstein Advisors LLC | 0.03% | Reduce -0.5% | 27,621 | $1.4M |
| Thrive Capital Management, LLC | 0.65% | Add +45.1% | 27,394 | $1.4M |
| PDS Planning, Inc | 0.12% | Add +3.9% | 27,051 | $1.4M |
| Astoria Portfolio Advisors LLC. | 0.50% | Reduce -74.5% | 26,292 | $1.4M |
| Brown Miller Wealth Management, LLC | 0.53% | Add +3.0% | 26,460 | $1.4M |
| Robinson Value Management, Ltd. | 0.91% | Add +0.1% | 26,393 | $1.4M |
| Tocqueville Asset Management L.P. | 0.02% | No change | 26,067 | $1.4M |
| IHT Wealth Management, LLC | 0.04% | Add +38.0% | 25,541 | $1.3M |
| Whittier Trust Co. of Nevada Inc. | 0.03% | No change | 25,500 | $1.3M |
| Leading Edge Financial Planning LLC | 0.43% | Reduce -0.8% | 25,102 | $1.3M |
| One Charles Private Wealth Services, LLC | 0.43% | Add +6.9% | 24,404 | $1.3M |
| Valtinson Bruner Financial Planning LLC | 0.44% | Add +8.2% | 24,013 | $1.2M |
| Sargent Investment Group, LLC | 0.20% | Add +21.0% | 23,015 | $1.2M |
| Uptick Partners, LLC | 0.43% | Add +341.6% | 23,038 | $1.2M |
| New England Private Wealth Advisors LLC | 0.19% | No change | 22,863 | $1.2M |
| Mattson Financial Services, LLC | 0.38% | Reduce -12.2% | 22,773 | $1.2M |
| Advyzon Investment Management, LLC | 0.45% | — | 22,473 | $1.2M |
| Bravias Capital Group, LLC | 0.94% | — | 20,926 | $1.2M |
| Detalus Advisors, LLC | 0.38% | New | 22,096 | $1.1M |
| Heritage Wealth Advisors | 0.06% | Reduce -0.5% | 21,975 | $1.1M |
| Hollencrest Capital Management | 0.05% | Add +0.1% | 21,890 | $1.1M |
| CIBC Private Wealth Group LLC | 0.00% | Add +0.9% | 21,412 | $1.1M |
| Headlands Technologies LLC | 0.11% | Add +41.1% | 21,578 | $1.1M |
| Prosperity Consulting Group, LLC | 0.08% | Reduce -58.3% | 21,181 | $1.1M |
| Carret Asset Management, LLC | 0.12% | Reduce -0.9% | 21,136 | $1.1M |
| BlackRock, Inc. | 0.00% | New | 21,053 | $1.1M |
| PGIM Custom Harvest LLC | 0.02% | Add +10.8% | 20,929 | $1.1M |
| Per Stirling Capital Management, LLC. | 0.15% | Reduce -1.7% | 20,555 | $1.1M |
| Petix & Botte Co | 0.28% | Reduce -48.5% | 20,396 | $1.1M |
| Apella Capital, LLC | 0.04% | Add +16.6% | 20,178 | $1.0M |
| Total Investment Management Inc. | 0.14% | No change | 19,808 | $1.0M |
| Diligent Investors, LLC | 0.24% | No change | 19,711 | $1.0M |
| Quartz Partners, LLC | 0.62% | Reduce -6.3% | 19,475 | $1.0M |
| Castleview Partners, LLC | 0.54% | New | 19,171 | $1.0M |
| Merkkuri Wealth Advisors LLC | 0.78% | Add +18.6% | 19,007 | $988K |
| Valmark Advisers, Inc. | 0.02% | Add +9.1% | 18,995 | $988K |
| Swmg, LLC | 0.39% | Reduce -5.9% | 17,932 | $979K |
| MAI Capital Management | 0.01% | New | 18,809 | $978K |
| Kickstand Ventures, Llc. | 0.25% | New | 18,597 | $967K |
| Continuum Advisory, LLC | 0.12% | Add +0.1% | 18,045 | $938K |
| Magnolia Private Wealth, LLC | 0.83% | — | 17,918 | $932K |
| BlackDiamond Wealth Management, LLC | 0.53% | Add +34.9% | 17,798 | $925K |
| Mayflower Financial Advisors, LLC | 0.14% | New | 17,524 | $911K |
| Focus Financial Network, Inc. | 0.04% | New | 17,502 | $910K |
| Kendall Capital Management | 0.26% | Reduce -6.8% | 17,347 | $902K |
| Tableaux LLC | 0.75% | — | 17,342 | $902K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -6.5% | 17,240 | $896K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +9.7% | 17,079 | $888K |
| Myecfo, LLC | 0.48% | Add +12.1% | 17,045 | $886K |
| WCG Wealth Advisors LLC | 0.06% | Add +29.4% | 16,541 | $860K |
| Copia Wealth Management | 0.81% | — | 16,470 | $856K |
| Paladin Wealth, LLC | 0.73% | Reduce -3.5% | 16,274 | $846K |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -94.5% | 16,192 | $842K |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -94.5% | 16,192 | $842K |
| SeaCrest Wealth Management, LLC | 0.09% | Add +8.6% | 16,043 | $834K |
| Auour Investments LLC | 0.29% | Add +7.5% | 14,944 | $829K |
| Brown Advisory Inc. | 0.00% | No change | 15,659 | $814K |
| Ashton Thomas Private Wealth, LLC | 0.03% | New | 15,568 | $809K |
| Vertex Planning Partners, LLC | 0.18% | New | 15,421 | $802K |
| Ameritas Advisory Services, LLC | 0.03% | New | 15,273 | $794K |
| Caldwell Trust Co | 0.08% | Add +0.2% | 15,054 | $783K |
| CENTRAL TRUST Co | 0.02% | Reduce -0.2% | 14,900 | $775K |
| PFG Advisors | 0.05% | New | 14,591 | $759K |
| Mitchell McLeod Pugh & Williams Inc. | 0.16% | Add +6.4% | 14,557 | $757K |
| Eagle Global Advisors LLC | 0.03% | New | 14,500 | $754K |
| Pathway Financial Advisors LLC | 0.17% | No change | 14,409 | $749K |
| Semper Augustus Investments | 0.13% | Add +15.3% | 14,365 | $747K |
| Capital Management Associates, Inc | 0.28% | Add +49.0% | 14,275 | $742K |
| Patten Group, Inc. | 0.16% | Add +71.1% | 14,024 | $729K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -3.4% | 14,020 | $729K |
| Mutual Advisors, LLC | 0.02% | Add +27.5% | 13,510 | $727K |
| Nwam LLC | 0.04% | Add +32.0% | 13,932 | $724K |
| Norden Group LLC | 0.08% | Reduce -50.8% | 13,868 | $721K |
| Formidable Asset Management, LLC | 0.12% | Reduce -6.0% | 13,666 | $710K |
| Breed's Hill Capital LLC | 0.37% | No change | 13,617 | $708K |
| Johnson Financial Group, Inc. | 0.03% | Reduce -1.2% | 12,674 | $703K |
| Acorn Wealth Advisors, LLC | 0.29% | Reduce -19.7% | 13,499 | $702K |
| Maia Wealth LLC | 0.15% | New | 12,701 | $690K |
| Kaufman Rossin Wealth, LLC | 0.70% | — | 13,150 | $684K |
| Clearstead Advisors, LLC | 0.01% | Add +8.4% | 13,101 | $681K |
| Spectrum Planning & Advisory Services Inc. | 0.59% | New | 13,026 | $677K |
| Tradition Wealth Management, LLC | 0.06% | New | 12,876 | $669K |
| Tokio Marine Asset Management Co. Ltd. | 0.02% | Reduce -44.6% | 12,800 | $665K |
| AQR Capital Management | 0.00% | New | 12,618 | $656K |
| Destiny Capital Corp | 0.39% | No change | 12,502 | $650K |
| Compound Planning, Inc. | 0.03% | New | 12,129 | $631K |
| Harbour Investments, Inc. | 0.02% | Add +53.5% | 12,066 | $627K |
| MSH Capital Advisors LLC | 0.20% | New | 12,020 | $625K |
| Adero Partners, LLC | 0.04% | No change | 12,000 | $624K |
| Etesian Wealth Advisors, Inc. | 0.27% | No change | 11,695 | $608K |
| Betterment LLC | 0.00% | Reduce -0.3% | 11,495 | $598K |
| Stratos Investment Management, LLC | 0.04% | Add +194.4% | 11,404 | $593K |
| Pecaut & Co. | 0.20% | Add +8.5% | 11,364 | $591K |
| Relyea Zuckerberg Hanson LLC | 0.08% | New | 11,180 | $581K |
| Weil Company, Inc. | 0.20% | Reduce -3.5% | 11,055 | $575K |
| Choate Investment Advisors | 0.01% | No change | 11,028 | $573K |
| WASHINGTON TRUST Co | 0.02% | Reduce -17.6% | 10,972 | $570K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | New | 10,881 | $566K |
| Sage Mountain Advisors LLC | 0.04% | No change | 10,830 | $563K |
| Marshall & Sterling Wealth Advisors Inc. | 0.38% | — | 10,681 | $555K |
| Sigma Planning Corp | 0.02% | Add +20.2% | 10,661 | $554K |
| Bank of Marin | 0.43% | Reduce -9.1% | 10,434 | $542K |
| New York Life Investment Management LLC | 0.01% | Reduce -88.0% | 10,366 | $539K |
| JT Stratford LLC | 0.09% | Reduce -25.5% | 10,300 | $535K |
| 4WEALTH Advisors, Inc. | 0.55% | — | 10,258 | $533K |
| Diversify Advisory Services, LLC | 0.03% | Reduce -41.1% | 9,820 | $527K |
| Laidlaw Wealth Management LLC | 0.23% | Reduce -1.0% | 10,135 | $527K |
| Sovereign Financial Group, Inc. | 0.12% | Add +5.5% | 10,080 | $524K |
| Axxcess Wealth Management, LLC | 0.01% | Reduce -17.0% | 9,735 | $506K |
| Indiana Trust & Investment Management Co | 0.17% | Add +375.0% | 9,500 | $494K |
| Segment Wealth Management, LLC | 0.03% | No change | 9,500 | $494K |
| Theory Financial LLC | 0.21% | New | 9,442 | $491K |
| Advisory Services Network, LLC | 0.01% | Add +97.8% | 9,393 | $488K |
| Corient Private Wealth LP | 0.00% | Reduce -58.2% | 9,390 | $488K |
| Apeiron RIA LLC | 0.14% | New | 9,317 | $484K |
| Rakuten Securities, Inc. | 0.19% | Add +229.8% | 9,304 | $484K |
| Verdence Capital Advisors LLC | 0.04% | No change | 9,300 | $484K |
| Middleton & Co. Inc. | 0.05% | No change | 9,151 | $476K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +2.9% | 9,094 | $473K |
| IFG Advisors, LLC | 0.09% | New | 9,001 | $468K |
| Perennial Investment Advisors, LLC | 0.05% | New | 8,923 | $464K |
| Creative Financial Designs Inc. | 0.04% | Add +77.7% | 8,488 | $441K |
| Signet Financial Management, LLC | 0.06% | Reduce -3.4% | 8,346 | $434K |
| Lifelong Wealth Advisors, Inc. | 0.19% | — | 8,322 | $433K |
| Crews Bank & Trust | 0.07% | — | 8,275 | $430K |
| Spire Wealth Management | 0.01% | Reduce -59.3% | 8,264 | $430K |
| Wealthcare Capital Partners, LLC | 0.22% | — | 8,252 | $429K |
| Oceanside Advisors LLC | 0.30% | Reduce -0.9% | 7,851 | $408K |
| DeDora Capital, Inc. | 0.11% | Add +5.6% | 7,842 | $408K |
| Denver Wealth Management, Inc. | 0.18% | No change | 7,793 | $405K |
| HM Payson & Co. | 0.01% | Add +48.0% | 7,769 | $404K |
| Mather Group, Llc. | 0.01% | Add +8.0% | 7,769 | $404K |
| Independent Financial Group, LLC | 0.01% | New | 7,699 | $400K |
| Advisors Capital Management, LLC | 0.01% | Add +29.8% | 7,596 | $395K |
| Nova Wealth Management, Inc. | 0.34% | — | 7,511 | $390K |
| Diversify Wealth Management, LLC | 0.03% | Reduce -54.0% | 7,262 | $390K |
| Smith Anglin Financial, LLC | 0.04% | Reduce -17.8% | 7,480 | $389K |
| Fiduciary Trust Co | 0.01% | Add +80.6% | 7,366 | $383K |
| Requisite Capital Management, LLC | 0.08% | Reduce -66.2% | 7,261 | $377K |
| My Legacy Advisors, LLC | 0.15% | New | 7,053 | $377K |
| Capital Analysts, LLC | 0.02% | Reduce -26.1% | 7,211 | $375K |
| Intrua Financial, LLC | 0.06% | No change | 7,202 | $374K |
| YHB Investment Advisors, Inc. | 0.03% | New | 6,950 | $361K |
| Compass Financial Services Inc | 0.20% | — | 6,828 | $355K |
| HBW Advisory Services LLC | 0.04% | Reduce -24.5% | 6,628 | $345K |
| FMR LLC | 0.00% | Reduce -12.1% | 6,525 | $339K |
| Vermillion Wealth Management, Inc. | 0.17% | — | 6,512 | $339K |
| Gibbs Wealth Management | 0.09% | Reduce -43.9% | 6,485 | $337K |
| WealthPLAN Partners, LLC | 0.05% | New | 6,484 | $337K |
| Western Wealth Management, LLC | 0.02% | New | 6,389 | $332K |
| Waverly Advisors, LLC | 0.01% | Add +4.5% | 6,329 | $329K |
| AMG National Trust Bank | 0.01% | New | 6,340 | $327K |
| Captrust Financial Advisors | 0.00% | Reduce -15.7% | 6,210 | $323K |
| Lee Financial Co | 0.05% | No change | 6,188 | $322K |
| Sound View Wealth Advisors Group, LLC | 0.03% | No change | 6,105 | $317K |
| Belpointe Asset Management LLC | 0.02% | No change | 6,364 | $316K |
| McAdam, LLC | 0.02% | No change | 6,036 | $314K |
| Access Investment Management LLC | 0.09% | No change | 6,020 | $313K |
| Birch Capital Management, LLC | 0.16% | Reduce -0.0% | 6,012 | $313K |
| International Private Wealth Advisors LLC | 0.30% | Reduce -0.4% | 5,822 | $303K |
| Global View Capital Management LLC | 0.11% | — | 5,705 | $301K |
| Blackston Financial Advisory Group, LLC | 0.15% | New | 5,720 | $297K |
| Heritage Investors Management Corp. | 0.01% | No change | 5,685 | $296K |
| Strategic Blueprint, LLC | 0.02% | Reduce -62.8% | 5,579 | $290K |
| Appleton Partners Inc. | 0.02% | Reduce -2.6% | 5,584 | $290K |
| Avidian Wealth Enterprises, LLC | 0.01% | New | 5,502 | $286K |
| Anchor Investment Management, LLC | 0.03% | No change | 5,461 | $284K |
| ShoreHaven Wealth Partners, LLC | 0.13% | Reduce -2.7% | 5,450 | $283K |
| Patriot Financial Group Insurance Agency, LLC | 0.04% | New | 5,393 | $280K |
| Signal Advisors Wealth, LLC | 0.03% | New | 5,354 | $278K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -5.1% | 5,037 | $262K |
| Pineridge Advisors LLC | 0.10% | Reduce -94.5% | 4,996 | $260K |
| N.E.W. Advisory Services LLC | 0.02% | New | 4,937 | $257K |
| StoneX Group Inc. | 0.01% | Add +4.3% | 4,877 | $254K |
| United Asset Strategies, Inc. | 0.02% | New | 4,836 | $251K |
| Entruity Wealth, LLC | 0.25% | — | 4,830 | $251K |
| Matrix Trust Co | 0.04% | Reduce -50.8% | 4,756 | $247K |
| Principal Securities, Inc. | 0.01% | Reduce -36.8% | 4,704 | $245K |
| EP Wealth Advisors, LLC | 0.00% | Add +8.7% | 4,614 | $240K |
| Comprehensive Money Management Services LLC | 0.20% | — | 4,579 | $238K |
| Redhawk Wealth Advisors, Inc. | 0.03% | Add +5.4% | 4,550 | $237K |
| AlTi Global, Inc. | 0.01% | No change | 4,518 | $235K |
| WestEnd Advisors, LLC | 0.01% | Reduce -4.6% | 4,502 | $234K |
| Victory Capital Management Inc. | 0.00% | Reduce -4.6% | 4,502 | $234K |
| Regimen Wealth, LLC | 0.08% | Reduce -53.4% | 4,485 | $233K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +1.5% | 4,472 | $232K |
| Selective Wealth Management, Inc. | 0.09% | No change | 4,368 | $232K |
| Eldridge Investment Advisors, Inc. | 0.05% | No change | 4,434 | $231K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -67.5% | 4,273 | $230K |
| High Falls Advisors, Inc | 0.05% | New | 4,403 | $229K |
| Community Bank, N.A. | 0.03% | Reduce -3.4% | 4,377 | $228K |
| Centaurus Financial, Inc. | 0.01% | New | 4,339 | $226K |
| Clear Creek Financial Management, LLC | 0.02% | New | 4,340 | $226K |
| Firethorn Wealth Partners, LLC | 0.11% | New | 4,273 | $222K |
| Boyce & Associates Wealth Consulting, Inc. | 0.22% | No change | 4,237 | $220K |
| First National Trust Co | 0.01% | Reduce -1.2% | 4,188 | $218K |
| Sutton Place Investors LLC | 0.12% | New | 4,144 | $215K |
| RDA Financial Network | 0.06% | New | 4,059 | $211K |
| Noesis Capital Mangement Corp. | 0.04% | No change | 4,044 | $210K |
| Cardiff Park Advisors, LLC | 0.02% | No change | 3,987 | $207K |
| Bell Investment Advisors, Inc | 0.04% | No change | 3,985 | $207K |
| Modern Wealth Management, LLC | 0.01% | Reduce -48.9% | 3,950 | $205K |
| Lido Advisors, LLC | 0.00% | Reduce -1.9% | 3,920 | $204K |
| Mosaic Family Wealth Partners, LLC | 0.03% | Reduce -1.0% | 3,918 | $204K |
| Private Trust Co. NA | 0.02% | Reduce -43.2% | 3,914 | $203K |
| IFP Advisors, Inc | 0.01% | Add +2.9% | 3,492 | $182K |
| Exchange Traded Concepts, LLC | 0.00% | Reduce -2.5% | 3,048 | $158K |
| Gen-Wealth Partners Inc | 0.07% | New | 2,938 | $153K |
| Sanctuary Wealth Management, L.L.C. | 0.10% | Add +97.1% | 2,872 | $149K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +5.1% | 2,835 | $147K |
| Allworth Financial LP | 0.00% | Add +8.9% | 2,636 | $144K |
| Larson Financial Group LLC | 0.01% | No change | 2,575 | $134K |
| Washington Trust Advisors, Inc. | 0.01% | No change | 2,444 | $127K |
| PNC Financial Services Group, Inc. | 0.00% | Add +468.6% | 2,428 | $126K |
| Capital A Wealth Management, LLC | 0.21% | — | 2,420 | $126K |
| Laurel Wealth Advisors LLC | 0.02% | No change | 2,368 | $123K |
| WealthTrak Capital Management LLC | 0.10% | — | 2,273 | $118K |
| Semmax Financial Advisors Inc. | 0.03% | New | 2,030 | $118K |
| Rosenberg Matthew Hamilton | 0.03% | New | 2,044 | $106K |
| Cwm, LLC | 0.00% | Add +43.7% | 1,908 | $99K |
| Parkside Financial Bank & Trust | 0.01% | No change | 1,898 | $99K |
| Bfsg, LLC | 0.01% | No change | 1,877 | $98K |
| Stonebridge Financial Group, LLC | 0.01% | — | 1,721 | $89K |
| FWL Investment Management, LLC | 0.03% | New | 1,600 | $83K |
| Ancora Advisors LLC | 0.00% | New | 1,517 | $79K |
| Hartford Financial Management Inc. | 0.02% | Reduce -2.4% | 1,459 | $76K |
| Glass Jacobson Investment Advisors llc | 0.02% | No change | 1,429 | $74K |
| GPS Wealth Strategies Group, LLC | 0.01% | New | 1,350 | $70K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | Add +7.4% | 1,178 | $68K |
| First Horizon Advisors, Inc. | 0.00% | No change | 1,256 | $65K |
| Caitlin John, LLC | 0.04% | Reduce -11.0% | 1,195 | $62K |
| Colonial Trust Co / SC | 0.01% | Reduce -32.0% | 1,152 | $60K |
| Van Hulzen Asset Management, LLC | 0.00% | New | 1,067 | $55K |
| Barrett & Company, Inc. | 0.02% | No change | 1,020 | $53K |
| NBT Bank, N.A. | 0.00% | No change | 897 | $47K |
| Northwest Capital Management Inc | 0.02% | No change | 850 | $44K |
| Key Financial Inc | 0.01% | No change | 837 | $44K |
| First Community Trust NA | 0.03% | New | 835 | $43K |
| Rothschild Investment LLC | 0.00% | No change | 825 | $43K |
| Richards, Merrill & Peterson, Inc. | 0.02% | — | 800 | $42K |
| Studio Investment Management LLC | 0.01% | New | 700 | $36K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 662 | $34K |
| Trust Co. of Vermont | 0.00% | No change | 628 | $33K |
| FLP Wealth Management, LLC | 0.07% | — | 554 | $29K |
| Smartleaf Asset Management LLC | 0.00% | No change | 532 | $27K |
| HBC Financial Services, PLLC | 0.02% | No change | 511 | $26K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 449 | $23K |
| IAG Wealth Partners, LLC | 0.00% | New | 425 | $22K |
| Financial Management Professionals, Inc. | 0.00% | No change | 420 | $22K |
| Carolinas Wealth Consulting LLC | 0.00% | Add +0.6% | 366 | $19K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +155.7% | 358 | $19K |
| Geneos Wealth Management Inc. | 0.00% | No change | 303 | $16K |
| Minot DeBlois Advisors LLC | 0.01% | — | 288 | $15K |
| WFA Asset Management Corp | 0.01% | New | 287 | $15K |
| Tradewinds Capital Management, LLC | 0.00% | New | 246 | $13K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 236 | $12K |
| PSI Advisors, LLC | 0.00% | New | 233 | $12K |
| Park Square Financial Group, LLC | 0.01% | — | 232 | $12K |
| Tucker Asset Management LLC | 0.00% | Add +45.2% | 228 | $12K |
| Main Street Group, LTD | 0.00% | No change | 227 | $12K |
| Financial Perspectives, Inc | 0.00% | No change | 217 | $11K |
| Salem Investment Counselors Inc. | 0.00% | No change | 200 | $10K |
| Bogart Wealth, LLC | 0.00% | Add +13.0% | 174 | $9K |
| Householder Group Estate & Retirement Specialist, LLC | 0.01% | Reduce -86.9% | 182 | $9K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | Add +445.2% | 169 | $9K |
| MCF Advisors LLC | 0.00% | Reduce -52.1% | 158 | $8K |
| Archer Investment Corp | 0.00% | No change | 155 | $8K |
| TD Capital Management LLC | 0.00% | No change | 154 | $8K |
| Pacifica Partners Inc. | 0.00% | No change | 140 | $7K |
| Accredited Wealth Management, LLC | 0.01% | — | 125 | $6K |
| Signaturefd, LLC | 0.00% | Add +25.0% | 125 | $6K |
| Deane Retirement Strategies, Inc. | 0.00% | Add +13.8% | 107 | $6K |
| AdvisorNet Financial, Inc | 0.00% | No change | 104 | $5K |
| Whittier Trust Co. | 0.00% | Reduce -25.7% | 101 | $5K |
| Innovative Advisory Group, LLC | 0.00% | — | 100 | $5K |
| Tower Research Capital LLC (TRC) | 0.00% | No change | 99 | $5K |
| Sunbelt Securities, Inc. | 0.00% | No change | 98 | $5K |
| HHM Wealth Advisors, LLC | 0.00% | New | 90 | $5K |
| Sandy Spring Bank | 0.00% | No change | 82 | $4K |
| Quest 10 Wealth Builders, Inc. | 0.00% | — | 79 | $4K |
| First Financial Corp. | 0.00% | No change | 76 | $4K |
| High Note Wealth, LLC | 0.00% | New | 75 | $4K |
| Valued Wealth Advisors LLC | 0.00% | No change | 61 | $3K |
| Spectrum Wealth Counsel, LLC | 0.00% | No change | 60 | $3K |
| Creekmur Asset Management LLC | 0.00% | No change | 50 | $3K |
| Ogorek Anthony Joseph /NY/ | 0.00% | No change | 49 | $2K |
| LGT Financial Advisors LLC | 0.00% | New | 34 | $2K |
| Raleigh Capital Management Inc. | 0.00% | No change | 33 | $2K |
| Webster Bank, N. A. | 0.00% | No change | 32 | $2K |
| Citigroup Inc. | 0.00% | Reduce -100.0% | 29 | $2K |
| Hillsdale Investment Management Inc. | 0.00% | No change | 27 | $1K |
| Oarsman Capital, Inc. | 0.00% | No change | 25 | $1K |
| Nemes Rush Group LLC | 0.00% | Reduce -99.4% | 25 | $1K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 23 | $1K |
| Covestor Ltd | 0.00% | Add +5.3% | 20 | $1K |
| Oliver Lagore Vanvalin Investment Group | 0.00% | New | 15 | $780 |
| Glen Eagle Advisors, LLC | 0.00% | No change | 11 | $572 |
| Tompkins Financial Corp. | 0.00% | No change | 10 | $520 |
| Parallel Advisors, LLC | 0.00% | Reduce -50.0% | 7 | $364 |
| Creative Capital Management Investments LLC | 0.00% | New | 4 | $208 |
| American Capital Advisory, LLC | 0.00% | No change | 4 | $208 |
| Redwood Park Advisors LLC | 0.00% | — | 2 | $104 |
"% of holder's portfolio" is GLDM's weight in each manager's 13F, not the share of SPDR Gold Minishares Trust the manager owns.