SPDR Gold Minishares TrustGLDMETF
13F holders, Q1 2025 (March 31)613holders +75
102new positions
22sold out
4famous investors
$61.75avg. 13F price*
At the end of Q1 2025, 613 institutions reported holding SPDR Gold Minishares Trust (GLDM) in their 13F filings, up 75 from Q4 2024. 102 opened new positions and 22 sold out. The largest holders were Sumitomo Mitsui Trust Group, Inc. ($903.4M), Morgan Stanley ($482.1M) and Evoke Wealth, LLC ($423.6M). 4 famous investors held it, including Chris Bloomstran (0.2% 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 (Q1 2025)
- CUSIP
- 98149E303
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 102 | $594.2M |
| Exits | 22 | $27.3M |
All 13F filers, Q4 2024 → Q1 2025: 23,228,649 shares bought and 4,971,272 shares sold, net +18,257,377 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 613 holders
| Sumitomo Mitsui Trust Group, Inc. | 0.64% | Add +12.3% | 14,596,294 | $903.4M |
| Morgan Stanley | 0.03% | Add +11.1% | 7,790,167 | $482.1M |
| Evoke Wealth, LLC | 11.05% | Add +3.6% | 6,844,570 | $423.6M |
| Bank of America Corp. | 0.04% | Add +38.1% | 6,469,898 | $400.4M |
| Cassaday & Co Wealth Management LLC | 9.97% | Reduce -0.3% | 5,727,352 | $354.5M |
| Asset Management One Co., Ltd. | 0.86% | Add +7.0% | 4,004,390 | $247.8M |
| Jane Street Group, LLC | 0.42% | New | 3,739,583 | $231.4M |
| UBS Group AG | 0.04% | Reduce -13.0% | 3,100,672 | $191.9M |
| Principal Financial Group Inc. | 0.09% | Add +55.3% | 2,729,216 | $168.9M |
| LPL Financial LLC | 0.07% | Add +23.6% | 2,715,752 | $168.1M |
| State Street Corp. | 0.01% | Reduce -12.3% | 2,686,888 | $166.3M |
| Ameriprise Financial Inc. | 0.04% | Add +5.1% | 2,200,062 | $135.5M |
| Stifel Financial Corp. | 0.11% | Reduce -19.3% | 1,671,137 | $103.4M |
| 3EDGE Asset Management, LP | 6.51% | Reduce -20.1% | 1,547,097 | $95.7M |
| Strategic Financial Services, Inc. | 5.58% | Reduce -5.1% | 1,539,154 | $95.3M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.88% | Add +8.0% | 1,402,610 | $86.8M |
| JPMorgan Chase & Co. | 0.01% | Add +88.6% | 1,373,676 | $85.0M |
| Wells Fargo & Company | 0.02% | Add +16.1% | 1,302,199 | $80.6M |
| Hollow Brook Wealth Management LLC | 21.08% | Reduce -1.5% | 1,154,934 | $71.5M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.15% | Add +17.5% | 1,152,677 | $71.3M |
| Greenline Partners, LLC | 10.28% | Reduce -11.7% | 1,150,063 | $71.2M |
| Tidal Investments LLC | 0.60% | Reduce -13.1% | 1,148,928 | $71.1M |
| Sei Investments Co. | 0.09% | Add +10.2% | 1,130,805 | $70.0M |
| Cohen & Steers, Inc. | 0.13% | Reduce -12.8% | 1,114,278 | $69.0M |
| Mizuho Bank, Ltd. | 15.37% | New | 1,100,000 | $68.1M |
| CW Advisors, LLC | 0.81% | Reduce -2.5% | 1,096,041 | $67.8M |
| Envestnet Asset Management Inc. | 0.02% | Add +20.1% | 1,091,182 | $67.5M |
| Charles Schwab Investment Management Inc. | 0.01% | New | 1,055,916 | $65.4M |
| HighTower Advisors, LLC | 0.08% | Add +8.9% | 1,010,288 | $62.5M |
| Benjamin Edwards Inc. | 0.86% | Reduce -27.6% | 996,596 | $61.7M |
| Cerity Partners LLC | 0.13% | Add +18.7% | 993,409 | $61.5M |
| Great Valley Advisor Group, Inc. | 1.28% | Add +4.5% | 959,007 | $59.4M |
| Resona Asset Management Co.,Ltd. | 0.34% | Add +65.5% | 958,500 | $58.5M |
| Raymond James Financial Inc. | 0.02% | Add +11.1% | 933,461 | $57.8M |
| Bank of New York Mellon Corp | 0.01% | Reduce -10.3% | 930,461 | $57.6M |
| Gradient Investments LLC | 1.13% | Reduce -1.4% | 906,303 | $56.1M |
| Private Advisor Group, LLC | 0.34% | Add +185.0% | 899,411 | $55.7M |
| Royal Bank of Canada | 0.01% | Add +16.6% | 895,436 | $55.4M |
| American Investment Services, Inc. | 7.32% | Reduce -8.2% | 671,651 | $41.6M |
| Van Eck Associates Corp. | 0.05% | Add +0.8% | 671,036 | $41.5M |
| Equitable Holdings, Inc. | 0.39% | Add +19.3% | 667,368 | $41.3M |
| Parcion Private Wealth LLC | 3.31% | Add +86.2% | 655,042 | $40.5M |
| Nepc LLC | 1.10% | Reduce -11.7% | 644,121 | $39.9M |
| Manufacturers Life Insurance Company, The | 0.04% | Reduce -4.4% | 644,091 | $39.9M |
| Capital Planning Advisors, LLC | 6.10% | Reduce -1.6% | 638,983 | $39.5M |
| MBL Wealth, LLC | 3.58% | Reduce -1.5% | 570,860 | $35.3M |
| Burt Wealth Advisors | 8.43% | Reduce -1.0% | 543,725 | $33.7M |
| Tradewinds Capital Management, LLC | 8.42% | Add +206161.0% | 507,402 | $31.4M |
| Townsquare Capital LLC | 0.33% | Add +1.6% | 501,477 | $31.0M |
| Osaic Holdings, Inc. | 0.07% | Add +11.8% | 492,759 | $30.5M |
| Assetmark, Inc. | 0.08% | Add +1.6% | 480,544 | $29.7M |
| US Bancorp \de | 0.04% | Add +56.6% | 476,160 | $29.5M |
| Baird Financial Group, Inc. | 0.06% | Reduce -0.5% | 471,730 | $29.2M |
| Confluence Investment Management LLC | 0.42% | Reduce -25.1% | 470,195 | $29.1M |
| Bluespring Wealth Management, LLC | 2.93% | Reduce -6.3% | 464,849 | $28.8M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.83% | Add +1.0% | 459,326 | $28.4M |
| Cresset Asset Management, LLC | 0.14% | New | 454,934 | $28.2M |
| Sentinel Pension Advisors, LLC | 5.02% | Add +1.8% | 440,374 | $27.3M |
| Bangor Savings Bank | 2.43% | Add +12.4% | 415,196 | $25.7M |
| Cambridge Investment Research Advisors, Inc. | 0.09% | Add +3.5% | 406,876 | $25.2M |
| Evernest Financial Advisors, LLC | 8.25% | Add +8.2% | 371,367 | $23.0M |
| SBI Securities Co., Ltd. | 0.73% | Add +33.1% | 351,451 | $21.8M |
| Quadrature Capital Ltd | 0.48% | New | 346,297 | $21.4M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +18.9% | 343,371 | $21.3M |
| Fullerton Fund Management Co Ltd. | 1.32% | Add +9.7% | 331,508 | $20.5M |
| Cetera Investment Advisers | 0.04% | New | 326,405 | $20.2M |
| Rockefeller Capital Management L.P. | 0.05% | Reduce -18.9% | 307,081 | $19.0M |
| McMorgan & Co. LLC | 3.02% | New | 304,593 | $18.9M |
| Brandywine Oak Private Wealth LLC | 1.74% | Reduce -14.4% | 286,072 | $17.7M |
| Austin Wealth Management, LLC | 3.48% | Add +1.4% | 262,032 | $17.3M |
| NavPoint Financial, Inc. | 12.11% | Reduce -1.8% | 278,224 | $17.2M |
| Mission Creek Capital Partners, Inc. | 4.11% | Add +348.0% | 273,722 | $16.9M |
| Composition Wealth, LLC | 0.32% | Reduce -6.9% | 261,472 | $16.2M |
| Keudell/Morrison Wealth Management | 3.77% | Add +7.6% | 258,252 | $16.0M |
| Gould Asset Management LLC | 3.21% | Add +16.5% | 251,635 | $15.6M |
| Farther Finance Advisors, LLC | 0.39% | Add +38.5% | 249,390 | $15.4M |
| Penserra Capital Management LLC | 0.27% | New | 242,895 | $15.0M |
| Mariner, LLC | 0.02% | Add +49.9% | 240,661 | $14.9M |
| Deutsche Bank AG | 0.01% | Reduce -5.9% | 240,382 | $14.9M |
| Warren Street Wealth Advisors, LLC | 5.78% | Add +1.9% | 238,301 | $14.7M |
| Nottingham Advisors, Inc. | 2.22% | Add +73.0% | 544,662 | $14.6M |
| Citadel Advisors | 0.01% | Add +454.9% | 225,533 | $14.0M |
| Piedmont Capital Management, LLC | 10.00% | Reduce -0.9% | 235,622 | $13.9M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Reduce -8.7% | 223,819 | $13.9M |
| Peak Financial Advisors LLC | 7.05% | Reduce -0.9% | 223,773 | $13.8M |
| Timber Creek Capital Management LLC | 3.65% | Reduce -0.9% | 221,363 | $13.7M |
| Renaissance Technologies | 0.02% | Add +68.6% | 210,200 | $13.0M |
| CoreCap Advisors, LLC | 0.55% | Add +9.2% | 202,625 | $12.5M |
| &partners | 0.12% | Add +6.6% | 187,747 | $11.5M |
| Medici Capital LLC | 13.88% | Add +20.6% | 184,034 | $11.4M |
| Commonwealth Equity Services, LLC | 0.02% | Add +29.8% | 183,923 | $11.4M |
| Encompass More Asset Management | 3.38% | Add +8.1% | 183,329 | $11.3M |
| Harbor Investment Advisory, LLC | 1.09% | Add +7.3% | 181,378 | $11.2M |
| Alaska Permanent Fund Corp | 0.16% | No change | 171,000 | $11.2M |
| AE Wealth Management LLC | 0.09% | Add +37.8% | 176,117 | $10.9M |
| Mirae Asset Global Investments Co., Ltd. | 0.04% | Add +45.8% | 176,200 | $10.8M |
| MML Investors Services, LLC | 0.03% | Add +16.6% | 166,628 | $10.3M |
| Stratos Wealth Partners, LTD. | 0.15% | Reduce -1.9% | 162,405 | $10.1M |
| LWM Advisory Services, LLC | 6.95% | Add +17.9% | 161,714 | $10.0M |
| R. W. Roge & Company, Inc. | 5.41% | Reduce -7.3% | 159,664 | $9.9M |
| Sterling Investment Advisors, Ltd. | 2.37% | Add +4.4% | 159,648 | $9.9M |
| Nissay Asset Management Corp. /Japan | 0.06% | Add +135.8% | 156,580 | $9.7M |
| Avid Wealth Partners LLC | 6.55% | Add +0.0% | 156,021 | $9.7M |
| Austin Private Wealth, LLC | 0.85% | Add +110.2% | 152,878 | $9.5M |
| Continuum Wealth Advisors, LLC | 4.70% | Add +8.6% | 147,976 | $9.2M |
| CFS Investment Advisory Services, LLC | 0.80% | Add +110.9% | 145,378 | $9.0M |
| AIFG Consultants Ltd. | 14.67% | Add +1.9% | 143,887 | $8.9M |
| Truist Financial Corp. | 0.01% | Add +9.5% | 138,595 | $8.6M |
| Journey Strategic Wealth LLC | 0.30% | New | 137,259 | $8.5M |
| Accretive Wealth Partners, LLC | 2.99% | Add +17.3% | 124,652 | $8.5M |
| Retirement Income Solutions, Inc. | 1.75% | Add +0.9% | 134,884 | $8.3M |
| China Universal Asset Management Co., Ltd. | 0.77% | Reduce -25.1% | 134,200 | $8.3M |
| Quent Capital, LLC | 0.87% | Add +4.6% | 133,272 | $8.2M |
| Wealth Advisory Solutions, LLC | 2.18% | Reduce -2.2% | 133,063 | $8.2M |
| Plum Street Advisors, LLC | 3.90% | Add +1.4% | 130,797 | $8.1M |
| Buck Wealth Strategies, LLC | 1.47% | New | 130,633 | $8.1M |
| Hudson Capital Management LLC | 2.55% | Reduce -3.1% | 130,296 | $8.1M |
| Synovus Financial Corp. | 0.10% | Add +3.8% | 129,015 | $8.0M |
| Versant Capital Management, Inc | 1.29% | Reduce -5.6% | 124,465 | $7.7M |
| Chatham Capital Group, Inc. | 1.28% | Reduce -1.2% | 124,291 | $7.7M |
| Beaumont Financial Advisors, LLC | 0.60% | Reduce -2.9% | 123,108 | $7.6M |
| Copley Financial Group, Inc. | 5.80% | Reduce -1.2% | 122,517 | $7.6M |
| Atria Wealth Solutions, Inc. | 0.09% | Add +1.6% | 120,921 | $7.5M |
| Glenview Trust Co | 0.14% | Add +0.1% | 119,355 | $7.4M |
| Financial Enhancement Group LLC | 1.15% | Add +13.6% | 110,301 | $7.4M |
| AMJ Financial Wealth Management | 2.20% | Add +1.8% | 118,391 | $7.3M |
| B. Riley Wealth Advisors, Inc. | 0.21% | New | 113,747 | $7.0M |
| PFG Advisors | 0.39% | Add +665.9% | 111,759 | $6.9M |
| Managed Asset Portfolios, LLC | 0.95% | Reduce -2.5% | 110,743 | $6.9M |
| Avior Wealth Management, LLC | 0.26% | Reduce -1.8% | 110,611 | $6.8M |
| Main Street Financial Solutions, LLC | 0.59% | New | 109,004 | $6.7M |
| Archford Capital Strategies, LLC | 0.98% | Reduce -8.4% | 107,988 | $6.7M |
| Avantax Advisory Services, Inc. | 0.04% | Add +1.3% | 107,974 | $6.7M |
| Stapp Wealth Management, PLLC | 9.98% | Reduce -4.3% | 104,724 | $6.5M |
| Zhang Financial LLC | 0.34% | Reduce -0.2% | 104,289 | $6.5M |
| Cedar Point Capital Partners, LLC | 4.31% | Reduce -1.4% | 103,740 | $6.4M |
| Inspirion Wealth Advisors, LLC | 0.88% | Add +0.9% | 102,601 | $6.3M |
| Integrity Alliance, Llc. | 0.25% | Add +124.7% | 102,018 | $6.3M |
| Integrity Wealth Solutions LLC | 3.41% | Add +2.3% | 101,612 | $6.3M |
| JNBA Financial Advisors | 0.64% | Reduce -14.3% | 100,282 | $6.2M |
| US Financial Advisors, LLC | 1.82% | New | 99,628 | $6.2M |
| Henderson Brothers Financial Partners, LLC | 3.09% | — | 72,209 | $6.2M |
| Advisor Resource Council | 0.49% | New | 123,790 | $6.1M |
| Stratos Wealth Advisors, LLC | 0.33% | Add +2.5% | 98,330 | $6.1M |
| Brookstone Capital Management | 0.09% | Reduce -0.7% | 98,325 | $6.1M |
| Horst & Graben Wealth Management LLC | 1.09% | Add +89.6% | 98,047 | $6.1M |
| Money Concepts Capital Corp. | 0.44% | Reduce -2.7% | 95,854 | $5.9M |
| Purus Wealth Management, LLC | 2.50% | Add +0.1% | 95,173 | $5.9M |
| Walkner Condon Financial Advisors LLC | 1.19% | Add +12.8% | 95,111 | $5.9M |
| National Bank of Canada | 0.01% | Reduce -33.9% | 94,335 | $5.8M |
| Transamerica Financial Advisors, LLC | 0.58% | Add +5.8% | 91,876 | $5.7M |
| Abound Financial, LLC | 2.86% | Add +9.3% | 91,194 | $5.6M |
| Avos Capital Management, LLC | 3.69% | New | 90,425 | $5.6M |
| Creative Planning | 0.01% | Add +186.7% | 89,829 | $5.6M |
| Kestra Advisory Services, LLC | 0.03% | Add +410.0% | 87,927 | $5.4M |
| Tidemark, LLC | 2.00% | Add +46.0% | 87,860 | $5.4M |
| Upper Left Wealth Management, LLC | 3.82% | Add +0.1% | 86,069 | $5.3M |
| Park Avenue Securities LLC | 0.06% | Add +101.0% | 84,748 | $5.2M |
| Team Financial Group, LLC | 3.01% | Add +13.7% | 84,214 | $5.2M |
| NewEdge Advisors, LLC | 0.03% | Add +174.8% | 83,824 | $5.2M |
| Physician Wealth Advisors, Inc. | 0.89% | Add +107.9% | 83,168 | $5.1M |
| Peak Retirement Planning, Inc. | 2.85% | Add +120.2% | 82,953 | $5.1M |
| Fortis Advisors, LLC | 3.28% | Reduce -0.6% | 81,375 | $5.0M |
| Lodestar Private Asset Management LLC | 0.63% | Add +3.9% | 80,784 | $5.0M |
| Cardinal Strategic Wealth Guidance | 1.59% | New | 80,642 | $5.0M |
| Janney Montgomery Scott LLC | 0.01% | Add +2.4% | 80,466 | $5.0M |
| TD Waterhouse Canada Inc. | 0.04% | Reduce -23.2% | 80,224 | $5.0M |
| One Wealth Advisors, LLC | 0.73% | Add +93.8% | 79,094 | $4.9M |
| Clark Capital Management Group, Inc. | 0.03% | Reduce -1.2% | 77,644 | $4.8M |
| Courier Capital LLC | 0.31% | Add +137.7% | 77,166 | $4.8M |
| Hobbs Group Advisors, LLC | 1.76% | Reduce -24.5% | 74,923 | $4.6M |
| Aptus Capital Advisors, LLC | 0.05% | Add +4.0% | 74,687 | $4.6M |
| Comerica Bank | 0.02% | Reduce -3.0% | 73,670 | $4.6M |
| Joseph Group Capital Management | 1.74% | Reduce -17.3% | 73,627 | $4.6M |
| Financial Guidance Group, Inc. | 2.45% | Add +4.1% | 73,229 | $4.5M |
| Focus Partners Wealth | 0.01% | Reduce -6.1% | 71,720 | $4.4M |
| Alliance Wealth Advisors, LLC | 1.16% | Add +9.0% | 71,623 | $4.4M |
| Flagship Harbor Advisors, LLC | 0.23% | Add +6.6% | 71,193 | $4.4M |
| Q3 Asset Management | 2.99% | New | 70,690 | $4.4M |
| Motiv8 Investments LLC | 2.89% | New | 70,280 | $4.3M |
| Detalus Advisors, LLC | 1.35% | Add +213.4% | 69,261 | $4.3M |
| Seven Post Investment Office LP | 1.63% | Reduce -0.5% | 69,074 | $4.3M |
| Catalyst Capital Advisors LLC | 0.09% | Reduce -6.8% | 68,500 | $4.2M |
| Bright Financial Advisors, Inc. | 2.60% | Add +0.1% | 68,478 | $4.2M |
| Kayne Anderson Rudnick Investment Management LLC | 0.01% | Add +13.3% | 68,245 | $4.2M |
| Cabot Wealth Management Inc. | 0.54% | Add +2.6% | 67,990 | $4.2M |
| Forvis Mazars Wealth Advisors, LLC | 0.10% | Reduce -1.9% | 67,268 | $4.2M |
| CreativeOne Wealth, LLC | 0.12% | Add +22.1% | 66,975 | $4.1M |
| Lynx Investment Advisory | 2.74% | Add +0.1% | 66,476 | $4.1M |
| Marble Harbor Investment Counsel, LLC | 0.46% | Reduce -0.1% | 66,375 | $4.1M |
| Segment Wealth Management, LLC | 0.28% | Add +596.4% | 66,154 | $4.1M |
| Beckerman Institutional, LLC | 2.95% | Add +5.3% | 65,799 | $4.1M |
| Bush Investment Group, LLC | 3.06% | Add +85.7% | 65,628 | $4.1M |
| Prime Capital Investment Advisors, LLC | 0.05% | Add +1.6% | 65,601 | $4.1M |
| New Perspectives, Inc | 2.17% | New | 65,584 | $4.1M |
| Baker Tilly Wealth Management, LLC | 1.59% | Add +24.4% | 65,320 | $4.0M |
| Integrated Advisors Network LLC | 0.20% | Add +2.0% | 63,774 | $3.9M |
| NDVR, Inc. | 3.96% | No change | 62,736 | $3.9M |
| E Fund Management Co., Ltd. | 0.18% | Reduce -2.9% | 61,370 | $3.8M |
| Evercore Wealth Management, LLC | 0.06% | Reduce -26.2% | 61,210 | $3.8M |
| Luminist Capital LLC | 4.01% | Add +1.9% | 60,169 | $3.7M |
| Kraematon Investment Advisors, Inc. | 3.69% | Reduce -2.0% | 58,647 | $3.6M |
| Wealthcare Advisory Partners LLC | 0.09% | Reduce -2.9% | 57,106 | $3.5M |
| Baker Ellis Asset Management LLC | 0.51% | Add +3.0% | 56,650 | $3.5M |
| Financial Life Advisors | 1.30% | New | 56,284 | $3.5M |
| Entrewealth, LLC | 2.67% | Add +11.3% | 56,080 | $3.5M |
| Susquehanna International Group, LLP | 0.01% | New | 55,629 | $3.4M |
| GeoWealth Management, LLC | 0.14% | Reduce -9.2% | 55,075 | $3.4M |
| Transce3nd, LLC | 1.50% | Add +11.7% | 54,314 | $3.4M |
| Foundations Investment Advisors, LLC | 0.06% | Add +22.8% | 54,408 | $3.4M |
| Paul R. Ried Financial Group, LLC | 2.34% | Reduce -6.1% | 54,193 | $3.4M |
| Penobscot Wealth Management | 1.40% | New | 53,602 | $3.3M |
| Portside Wealth Group, LLC | 0.52% | Add +7.1% | 51,940 | $3.2M |
| Essex Financial Services, Inc. | 0.23% | Add +12.0% | 51,916 | $3.2M |
| Harbour Investments, Inc. | 0.09% | Add +320.1% | 50,684 | $3.1M |
| Copperwynd Financial, LLC | 0.86% | Reduce -3.7% | 50,643 | $3.1M |
| Stansberry Asset Management, LLC | 0.39% | Add +16.6% | 49,778 | $3.1M |
| Bridgewater Advisors Inc. | 0.26% | No change | 46,001 | $3.0M |
| Choreo, LLC | 0.05% | Add +0.6% | 48,673 | $3.0M |
| Moneco Advisors, LLC | 0.31% | Add +11.4% | 48,475 | $3.0M |
| Horizon Financial Services, LLC | 1.67% | New | 48,469 | $3.0M |
| Franklin Resources Inc. | 0.00% | Reduce -2.4% | 47,716 | $3.0M |
| CI Investments Inc. | 0.01% | No change | 47,534 | $2.9M |
| Certior Financial Group, LLC | 2.43% | Reduce -5.1% | 47,460 | $2.9M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -16.2% | 45,771 | $2.8M |
| Tennessee Valley Asset Management Partners | 0.46% | New | 45,585 | $2.8M |
| Jacobi Capital Management LLC | 0.21% | Reduce -8.7% | 45,301 | $2.8M |
| Mills Wealth Advisors LLC | 1.47% | Reduce -3.8% | 44,707 | $2.8M |
| Sovran Advisors, LLC | 0.35% | Add +20.8% | 41,336 | $2.7M |
| Kestra Private Wealth Services, LLC | 0.05% | Add +4.8% | 43,827 | $2.7M |
| Marex Group Ltd | 0.05% | No change | 42,942 | $2.7M |
| Steward Partners Investment Advisory, LLC | 0.02% | Reduce -2.6% | 42,775 | $2.6M |
| Global Wealth Management Investment Advisory, Inc. | 0.52% | Reduce -1.1% | 42,369 | $2.6M |
| Jump Financial, LLC | 0.04% | Reduce -16.1% | 41,901 | $2.6M |
| Jones Financial Companies LLLP | 0.00% | Add +7.8% | 42,384 | $2.6M |
| Compass Ion Advisors, LLC | 0.30% | Add +25.9% | 41,655 | $2.6M |
| Talon Private Wealth, LLC | 0.35% | New | 41,643 | $2.6M |
| Salus Financial Advisors, LLC | 1.90% | Reduce -7.1% | 40,608 | $2.5M |
| McNaughton Wealth Management, LLC | 1.18% | New | 39,382 | $2.4M |
| Rakuten Securities, Inc. | 1.19% | Add +309.4% | 38,093 | $2.4M |
| Public Employees Retirement System of Ohio | 0.01% | No change | 37,200 | $2.3M |
| Capital A Wealth Management, LLC | 2.36% | Add +1405.1% | 36,424 | $2.3M |
| Mayflower Financial Advisors, LLC | 0.34% | Add +106.5% | 36,187 | $2.2M |
| Merit Financial Group, LLC | 0.03% | Add +8.4% | 36,049 | $2.2M |
| Scotia Capital Inc. | 0.01% | Reduce -6.0% | 35,559 | $2.2M |
| Genesis Wealth Advisors, LLC | 1.78% | Reduce -51.3% | 35,555 | $2.2M |
| Atria Investments, Inc | 0.03% | New | 35,379 | $2.2M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -92.8% | 35,362 | $2.2M |
| KPP Advisory Services LLC | 0.42% | Add +1.6% | 35,318 | $2.2M |
| Nomura Asset Management Co. Ltd. | 0.01% | Reduce -2.2% | 35,300 | $2.2M |
| Shira Ridge Wealth Management | 1.09% | New | 35,219 | $2.2M |
| Brown Brothers Harriman & Co. | 0.01% | New | 34,690 | $2.1M |
| Beacon Pointe Advisors, LLC | 0.02% | Reduce -0.9% | 34,641 | $2.1M |
| KWB Wealth | 0.26% | New | 40,822 | $2.1M |
| WBH Advisory Inc. | 0.20% | New | 34,254 | $2.1M |
| Rwa Wealth Partners, LLC | 0.03% | Add +11.0% | 34,065 | $2.1M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.17% | Reduce -3.8% | 34,111 | $2.1M |
| Focus Financial Network, Inc. | 0.09% | Add +94.1% | 33,974 | $2.1M |
| Legacy Capital Wealth Partners, LLC | 0.50% | Add +0.6% | 32,769 | $2.0M |
| BlackDiamond Wealth Management, LLC | 1.33% | Add +68.1% | 29,919 | $2.0M |
| Gradient Capital Advisors, LLC | 0.64% | Add +0.2% | 31,771 | $2.0M |
| Kickstand Ventures, Llc. | 0.51% | Add +70.8% | 31,769 | $2.0M |
| Vertex Planning Partners, LLC | 0.42% | Add +99.9% | 30,820 | $1.9M |
| Cambridge Associates LLC /Ma/ | 0.05% | No change | 30,631 | $1.9M |
| Capital Management Associates, Inc | 0.41% | Add +106.3% | 29,450 | $1.8M |
| Advisory Alpha, LLC | 0.06% | Reduce -14.2% | 29,215 | $1.8M |
| Brown Financial Advisors | 0.74% | Reduce -3.6% | 28,931 | $1.8M |
| Leo Wealth, LLC | 0.26% | Reduce -16.7% | 28,908 | $1.8M |
| Forbes J M & Co. LLP | 0.17% | No change | 28,711 | $1.8M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +75.5% | 28,416 | $1.8M |
| Orion Portfolio Solutions, LLC | 0.02% | Add +75.5% | 28,416 | $1.8M |
| Robinson Value Management, Ltd. | 1.11% | Add +5.2% | 27,767 | $1.7M |
| Sargent Investment Group, LLC | 0.27% | Add +20.5% | 27,730 | $1.7M |
| Ashton Thomas Private Wealth, LLC | 0.07% | Add +77.4% | 27,616 | $1.7M |
| Aspetuck Financial Management LLC | 1.45% | Reduce -3.3% | 27,189 | $1.7M |
| IHT Wealth Management, LLC | 0.05% | Add +5.9% | 27,039 | $1.7M |
| PDS Planning, Inc | 0.14% | Reduce -0.5% | 26,930 | $1.7M |
| Tocqueville Asset Management L.P. | 0.03% | No change | 26,067 | $1.6M |
| Visionary Wealth Advisors | 0.10% | Reduce -30.4% | 25,966 | $1.6M |
| Wallace Advisory Group, LLC | 1.11% | Reduce -49.1% | 30,805 | $1.6M |
| Whittier Trust Co. of Nevada Inc. | 0.04% | No change | 25,500 | $1.6M |
| Biltmore Family Office, LLC | 0.27% | New | 25,126 | $1.6M |
| Patten Group, Inc. | 0.35% | Add +77.2% | 24,853 | $1.5M |
| Choate Investment Advisors | 0.04% | Add +125.0% | 24,808 | $1.5M |
| IFP Advisors, Inc | 0.05% | Add +608.5% | 24,742 | $1.5M |
| One Charles Private Wealth Services, LLC | 0.49% | Add +1.2% | 24,687 | $1.5M |
| Tradition Wealth Management, LLC | 0.13% | Add +89.5% | 24,394 | $1.5M |
| Castleview Partners, LLC | 1.02% | Add +26.7% | 24,289 | $1.5M |
| Valicenti Advisory Services Inc. | 0.39% | Reduce -14.7% | 24,221 | $1.5M |
| Leading Edge Financial Planning LLC | 0.47% | Reduce -3.6% | 24,202 | $1.5M |
| AQR Capital Management | 0.00% | Add +90.6% | 24,046 | $1.5M |
| Global View Capital Management LLC | 0.54% | Add +319.9% | 23,957 | $1.5M |
| Brown Miller Wealth Management, LLC | 0.51% | Reduce -10.4% | 23,707 | $1.5M |
| Valmark Advisers, Inc. | 0.02% | Add +24.5% | 23,649 | $1.5M |
| Bravias Capital Group, LLC | 1.19% | Add +13.0% | 23,637 | $1.5M |
| New England Private Wealth Advisors LLC | 0.22% | No change | 22,863 | $1.4M |
| Richard Bernstein Advisors LLC | 0.03% | Reduce -17.6% | 22,763 | $1.4M |
| Quartz Partners, LLC | 0.85% | Add +16.8% | 22,741 | $1.4M |
| Uptick Partners, LLC | 0.47% | Reduce -3.0% | 22,351 | $1.4M |
| Heritage Wealth Advisors | 0.07% | No change | 21,975 | $1.4M |
| Hollencrest Capital Management | 0.06% | No change | 21,890 | $1.4M |
| Astoria Portfolio Advisors LLC. | 0.45% | Reduce -23.4% | 20,131 | $1.3M |
| CIBC Private Wealth Group LLC | 0.00% | Add +3.5% | 22,165 | $1.3M |
| Merkkuri Wealth Advisors LLC | 1.12% | Add +10.7% | 21,045 | $1.3M |
| PGIM Custom Harvest LLC | 0.03% | Add +0.5% | 21,035 | $1.3M |
| Carret Asset Management, LLC | 0.15% | Reduce -0.7% | 20,986 | $1.3M |
| Advyzon Investment Management, LLC | 0.45% | Reduce -7.8% | 20,718 | $1.3M |
| Petix & Botte Co | 0.33% | No change | 20,396 | $1.3M |
| Olympus Wealth Management, LLC | 0.55% | New | 20,098 | $1.2M |
| Apella Capital, LLC | 0.04% | No change | 20,178 | $1.2M |
| CX Institutional | 0.05% | New | 19,744 | $1.2M |
| Myecfo, LLC | 0.65% | Add +15.7% | 19,718 | $1.2M |
| Diligent Investors, LLC | 0.30% | No change | 19,711 | $1.2M |
| Nwam LLC | 0.10% | Add +39.7% | 19,461 | $1.2M |
| MIdWestOne Financial Group, Inc. | 0.17% | New | 19,280 | $1.2M |
| Compound Planning, Inc. | 0.05% | Add +57.3% | 19,075 | $1.2M |
| AMG National Trust Bank | 0.03% | Add +200.8% | 19,070 | $1.2M |
| Per Stirling Capital Management, LLC. | 0.17% | Reduce -7.3% | 19,045 | $1.2M |
| MAI Capital Management | 0.01% | Add +0.3% | 18,869 | $1.2M |
| S. R. Schill & Associates | 0.93% | New | 18,743 | $1.2M |
| Corient Private Wealth LP | 0.00% | Add +99.4% | 18,724 | $1.2M |
| Formidable Asset Management, LLC | 0.19% | Add +35.8% | 18,561 | $1.1M |
| M1 Capital Management LLC | 0.71% | New | 18,467 | $1.1M |
| Theory Financial LLC | 0.48% | Add +95.1% | 18,422 | $1.1M |
| Kendall Capital Management | 0.33% | Add +5.1% | 18,237 | $1.1M |
| Matrix Trust Co | 0.19% | Add +282.4% | 18,188 | $1.1M |
| Thrive Capital Management, LLC | 0.67% | Reduce -33.8% | 18,146 | $1.1M |
| Caldwell Trust Co | 0.12% | Add +19.4% | 17,971 | $1.1M |
| Prosperity Consulting Group, LLC | 0.08% | Reduce -16.8% | 17,633 | $1.1M |
| Pecaut & Co. | 0.37% | Add +54.9% | 17,604 | $1.1M |
| Magnolia Private Wealth, LLC | 0.92% | Reduce -2.3% | 17,501 | $1.1M |
| Relyea Zuckerberg Hanson LLC | 0.14% | Add +50.3% | 16,804 | $1.0M |
| Eagle Rock Investment Company, LLC | 0.18% | New | 16,604 | $1.0M |
| Brown Advisory Inc. | 0.00% | Add +5.8% | 16,575 | $1.0M |
| Copia Wealth Management | 0.95% | Add +0.5% | 16,550 | $1.0M |
| Paladin Wealth, LLC | 0.92% | Add +1.6% | 16,533 | $1.0M |
| Apeiron RIA LLC | 0.31% | Add +76.4% | 16,432 | $1.0M |
| Semper Augustus Investments | 0.16% | Add +12.9% | 16,219 | $1.0M |
| Mattson Financial Services, LLC | 0.30% | Reduce -29.3% | 16,110 | $997K |
| Mutual Advisors, LLC | 0.03% | Add +12.7% | 15,219 | $996K |
| Eagle Global Advisors LLC | 0.04% | Add +10.3% | 16,000 | $990K |
| Perennial Investment Advisors, LLC | 0.11% | Add +77.1% | 15,803 | $978K |
| Continuum Advisory, LLC | 0.12% | Reduce -14.9% | 15,350 | $950K |
| Tableaux LLC | 0.68% | Reduce -12.6% | 15,156 | $938K |
| WCG Wealth Advisors LLC | 0.07% | Reduce -8.4% | 15,155 | $938K |
| Valtinson Bruner Financial Planning LLC | 0.31% | Reduce -37.4% | 15,032 | $930K |
| SeaCrest Wealth Management, LLC | 0.10% | Reduce -6.7% | 14,964 | $926K |
| Lifelong Wealth Advisors, Inc. | 0.43% | Add +79.7% | 14,958 | $926K |
| Two Sigma Securities, LLC | 0.14% | New | 14,769 | $914K |
| Clark Asset Management, LLC | 0.15% | New | 14,647 | $907K |
| CENTRAL TRUST Co | 0.02% | Reduce -2.0% | 14,600 | $904K |
| Auour Investments LLC | 0.33% | Reduce -7.5% | 13,821 | $902K |
| Mitchell McLeod Pugh & Williams Inc. | 0.19% | No change | 14,557 | $901K |
| BlackRock, Inc. | 0.00% | Reduce -31.4% | 14,442 | $894K |
| Pathway Financial Advisors LLC | 0.16% | No change | 14,409 | $892K |
| Advisory Services Network, LLC | 0.02% | Add +48.3% | 13,925 | $862K |
| Independent Financial Group, LLC | 0.03% | Add +79.3% | 13,808 | $855K |
| My Legacy Advisors, LLC | 0.33% | Add +95.6% | 13,794 | $854K |
| Breed's Hill Capital LLC | 0.45% | No change | 13,617 | $843K |
| Boothbay Fund Management, LLC | 0.03% | New | 13,600 | $842K |
| Norden Group LLC | 0.10% | Reduce -2.0% | 13,587 | $841K |
| Acorn Wealth Advisors, LLC | 0.35% | Reduce -0.2% | 13,475 | $834K |
| Total Investment Management Inc. | 0.11% | Reduce -32.0% | 13,469 | $834K |
| Kingsview Wealth Management, LLC | 0.02% | Reduce -7.9% | 12,910 | $799K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Add +18.4% | 12,880 | $797K |
| Waterloo Capital, L.P. | 0.07% | New | 12,695 | $786K |
| Johnson Financial Group, Inc. | 0.04% | No change | 12,674 | $784K |
| WealthPLAN Partners, LLC | 0.11% | Add +90.8% | 12,375 | $766K |
| Destiny Capital Corp | 0.52% | Reduce -2.1% | 12,235 | $757K |
| Tokio Marine Asset Management Co. Ltd. | 0.03% | Reduce -4.7% | 12,200 | $755K |
| Stratos Investment Management, LLC | 0.04% | Add +6.3% | 12,122 | $750K |
| Adero Partners, LLC | 0.05% | No change | 12,000 | $743K |
| Capital Analysts, LLC | 0.03% | Add +66.3% | 11,993 | $742K |
| Axxcess Wealth Management, LLC | 0.02% | Add +21.9% | 11,869 | $735K |
| Good Life Advisors, LLC | 0.05% | New | 11,763 | $728K |
| Sigma Planning Corp | 0.02% | Add +9.5% | 11,669 | $722K |
| IFG Advisors, LLC | 0.14% | Add +29.0% | 11,614 | $719K |
| Clearstead Advisors, LLC | 0.01% | Reduce -13.7% | 11,304 | $700K |
| Marshall & Sterling Wealth Advisors Inc. | 0.48% | Add +5.8% | 11,299 | $699K |
| Caitlin John, LLC | 0.68% | Add +842.5% | 11,263 | $697K |
| Betterment LLC | 0.00% | Reduce -2.0% | 11,262 | $697K |
| Avidian Wealth Enterprises, LLC | 0.03% | Add +103.3% | 11,186 | $692K |
| Sheets Smith Wealth Management | 0.08% | New | 10,921 | $676K |
| Sage Mountain Advisors LLC | 0.05% | No change | 10,830 | $670K |
| Patriot Financial Group Insurance Agency, LLC | 0.09% | Add +98.5% | 10,706 | $663K |
| Diversify Advisory Services, LLC | 0.04% | Add +2.4% | 10,055 | $661K |
| Creative Financial Designs Inc. | 0.05% | Add +24.7% | 10,582 | $655K |
| Sovereign Financial Group, Inc. | 0.15% | Add +3.0% | 10,386 | $643K |
| Strategic Blueprint, LLC | 0.03% | Add +84.5% | 10,293 | $637K |
| MSH Capital Advisors LLC | 0.20% | Reduce -14.7% | 10,249 | $634K |
| Tempus Wealth Planning, LLC | 0.19% | New | 10,223 | $633K |
| Alpha Cubed Investments, LLC | 0.03% | New | 10,201 | $631K |
| JT Stratford LLC | 0.11% | Reduce -1.0% | 10,200 | $631K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +10.1% | 10,013 | $620K |
| Clearview Wealth Advisors LLC | 0.44% | New | 9,561 | $592K |
| 4WEALTH Advisors, Inc. | 0.65% | Reduce -7.3% | 9,508 | $588K |
| Indiana Trust & Investment Management Co | 0.21% | No change | 9,500 | $588K |
| Requisite Capital Management, LLC | 0.13% | Add +27.9% | 9,283 | $575K |
| DeDora Capital, Inc. | 0.16% | Add +17.8% | 9,238 | $572K |
| IFG Advisory, LLC | 0.03% | New | 9,190 | $569K |
| Middleton & Co. Inc. | 0.07% | No change | 9,151 | $566K |
| Spectrum Planning & Advisory Services Inc. | 0.46% | Reduce -31.2% | 8,957 | $554K |
| Smith Anglin Financial, LLC | 0.06% | Add +18.5% | 8,862 | $548K |
| Swmg, LLC | 0.22% | Reduce -53.3% | 8,378 | $548K |
| YHB Investment Advisors, Inc. | 0.04% | Add +25.2% | 8,700 | $538K |
| Nova Wealth Management, Inc. | 0.46% | Add +14.7% | 8,611 | $533K |
| Frederick Financial Consultants, LLC | 0.38% | New | 8,553 | $529K |
| Western Wealth Management, LLC | 0.04% | Add +33.8% | 8,547 | $529K |
| Crews Bank & Trust | 0.09% | No change | 8,275 | $512K |
| Weil Company, Inc. | 0.15% | Reduce -25.3% | 8,261 | $511K |
| Etesian Wealth Advisors, Inc. | 0.22% | Reduce -29.8% | 8,214 | $508K |
| Ancora Advisors LLC | 0.01% | Add +439.8% | 8,188 | $507K |
| Compass Financial Services Inc | 0.26% | Add +19.1% | 8,130 | $503K |
| Clear Creek Financial Management, LLC | 0.05% | Add +86.6% | 8,098 | $501K |
| Wealthcare Capital Partners, LLC | 0.25% | Reduce -3.7% | 7,948 | $492K |
| Signet Financial Management, LLC | 0.07% | Reduce -5.3% | 7,905 | $489K |
| Firethorn Wealth Partners, LLC | 0.23% | Add +84.0% | 7,863 | $487K |
| Denver Wealth Management, Inc. | 0.22% | No change | 7,793 | $482K |
| Roman Butler Fullerton & Co. | 0.19% | New | 7,506 | $480K |
| Mather Group, Llc. | 0.01% | Reduce -0.3% | 7,745 | $479K |
| Oceanside Advisors LLC | 0.34% | Reduce -2.4% | 7,665 | $474K |
| FMR LLC | 0.00% | Add +17.3% | 7,655 | $474K |
| Hamilton Capital, LLC | 0.03% | New | 7,631 | $472K |
| Advisors Capital Management, LLC | 0.01% | No change | 7,596 | $470K |
| StoneX Group Inc. | 0.03% | Add +54.4% | 7,532 | $466K |
| Horan Securities, Inc. | 0.18% | New | 7,514 | $465K |
| Sutton Place Investors LLC | 0.31% | Add +79.6% | 7,443 | $461K |
| Verdence Capital Advisors LLC | 0.03% | Reduce -21.5% | 7,300 | $452K |
| Intrua Financial, LLC | 0.07% | No change | 7,202 | $446K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -58.1% | 7,157 | $443K |
| Belpointe Asset Management LLC | 0.02% | Add +11.4% | 7,090 | $439K |
| Diversify Wealth Management, LLC | 0.03% | Reduce -8.2% | 6,668 | $439K |
| Hobbs Wealth Management, LLC | 0.48% | New | 6,989 | $433K |
| Fiduciary Trust Co | 0.01% | Reduce -6.8% | 6,864 | $425K |
| Lido Advisors, LLC | 0.00% | Add +71.3% | 6,713 | $415K |
| Fullcircle Wealth LLC | 0.17% | New | 6,117 | $406K |
| Cullen/Frost Bankers, Inc. | 0.01% | New | 6,551 | $405K |
| Vermillion Wealth Management, Inc. | 0.12% | No change | 6,512 | $403K |
| Waverly Advisors, LLC | 0.00% | Reduce -0.3% | 6,312 | $391K |
| Gibbs Wealth Management | 0.09% | Reduce -3.5% | 6,255 | $387K |
| Captrust Financial Advisors | 0.00% | No change | 6,210 | $384K |
| Lee Financial Co | 0.06% | No change | 6,188 | $383K |
| RDA Financial Network | 0.11% | Add +52.1% | 6,174 | $382K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +37.8% | 6,160 | $381K |
| Sound View Wealth Advisors Group, LLC | 0.03% | No change | 6,105 | $378K |
| MKT Advisors LLC | 0.18% | New | 6,402 | $377K |
| High Falls Advisors, Inc | 0.09% | Add +36.5% | 6,010 | $372K |
| Anchor Investment Management, LLC | 0.03% | Add +8.9% | 5,949 | $368K |
| Catalina Capital Group, LLC | 0.25% | New | 5,947 | $368K |
| GWN Securities Inc. | 0.02% | Reduce -90.0% | 5,942 | $368K |
| Northern Trust Corp. | 0.00% | New | 5,871 | $363K |
| Gen-Wealth Partners Inc | 0.15% | Add +99.5% | 5,860 | $363K |
| EP Wealth Advisors, LLC | 0.00% | Add +25.0% | 5,766 | $357K |
| Heritage Investors Management Corp. | 0.01% | No change | 5,685 | $352K |
| WestEnd Advisors, LLC | 0.01% | Add +25.2% | 5,635 | $349K |
| Victory Capital Management Inc. | 0.00% | Add +25.2% | 5,635 | $349K |
| Appleton Partners Inc. | 0.03% | Add +0.8% | 5,628 | $348K |
| Beacon Financial Advisory LLC | 0.10% | New | 5,572 | $345K |
| WASHINGTON TRUST Co | 0.01% | Reduce -49.4% | 5,554 | $344K |
| ShoreHaven Wealth Partners, LLC | 0.16% | No change | 5,450 | $337K |
| Blackston Financial Advisory Group, LLC | 0.23% | Reduce -4.7% | 5,449 | $337K |
| International Private Wealth Advisors LLC | 0.32% | Reduce -6.5% | 5,442 | $337K |
| Spire Wealth Management | 0.01% | Reduce -36.1% | 5,283 | $327K |
| HM Payson & Co. | 0.01% | Reduce -32.4% | 5,250 | $325K |
| Richardson Financial Services Inc. | 0.25% | New | 5,236 | $324K |
| HBW Advisory Services LLC | 0.05% | Reduce -21.2% | 5,225 | $323K |
| Dynamic Advisor Solutions LLC | 0.01% | New | 5,183 | $321K |
| Integrated Wealth Concepts LLC | 0.00% | Add +1.8% | 5,128 | $317K |
| Kaizen Financial Strategies | 0.18% | New | 5,073 | $314K |
| N.E.W. Advisory Services LLC | 0.02% | Add +2.5% | 5,062 | $313K |
| PNC Financial Services Group, Inc. | 0.00% | Add +107.7% | 5,042 | $312K |
| Pineridge Advisors LLC | 0.12% | Add +0.6% | 5,028 | $311K |
| Sowell Financial Services LLC | 0.01% | New | 4,949 | $306K |
| Centaurus Financial, Inc. | 0.02% | Add +12.7% | 4,888 | $303K |
| LexAurum Advisors, LLC | 0.06% | New | 4,777 | $296K |
| Selective Wealth Management, Inc. | 0.12% | Add +2.7% | 4,485 | $287K |
| Redhawk Wealth Advisors, Inc. | 0.04% | Add +1.6% | 4,624 | $286K |
| Semmax Financial Advisors Inc. | 0.08% | Add +112.4% | 4,312 | $284K |
| First Heartland Consultants, Inc. | 0.03% | New | 4,533 | $281K |
| AlTi Global, Inc. | 0.01% | No change | 4,518 | $280K |
| Scharf Investments, LLC | 0.01% | New | 4,500 | $279K |
| Eldridge Investment Advisors, Inc. | 0.06% | No change | 4,434 | $274K |
| Ausdal Financial Partners, Inc. | 0.02% | New | 4,433 | $274K |
| Signal Advisors Wealth, LLC | 0.03% | Reduce -18.6% | 4,361 | $270K |
| Regimen Wealth, LLC | 0.09% | Reduce -4.0% | 4,304 | $266K |
| WealthTrak Capital Management LLC | 0.23% | Add +88.9% | 4,294 | $266K |
| Comprehensive Money Management Services LLC | 0.21% | Reduce -6.5% | 4,279 | $265K |
| First National Trust Co | 0.01% | Add +2.1% | 4,277 | $265K |
| Perigon Wealth Management, LLC | 0.01% | No change | 4,273 | $264K |
| Boyce & Associates Wealth Consulting, Inc. | 0.26% | Add +0.2% | 4,245 | $263K |
| Emergent Wealth Advisors, LLC | 0.19% | New | 4,245 | $263K |
| Community Bank, N.A. | 0.04% | Reduce -3.2% | 4,235 | $262K |
| OMNI 360 Wealth, Inc. | 0.17% | New | 4,212 | $261K |
| Florida Financial Advisors, LLC | 0.10% | New | 4,091 | $253K |
| USAdvisors Wealth Management, LLC | 0.09% | New | 4,100 | $253K |
| Noesis Capital Mangement Corp. | 0.05% | No change | 4,044 | $250K |
| Valeo Financial Advisors, LLC | 0.01% | New | 4,034 | $250K |
| Entruity Wealth, LLC | 0.23% | Reduce -17.4% | 3,987 | $247K |
| Cardiff Park Advisors, LLC | 0.02% | No change | 3,987 | $247K |
| Bell Investment Advisors, Inc | 0.05% | No change | 3,985 | $247K |
| Private Trust Co. NA | 0.03% | Add +1.1% | 3,957 | $245K |
| Principal Securities, Inc. | 0.01% | No change | 4,704 | $245K |
| Financial Advocates Investment Management | 0.02% | New | 3,938 | $244K |
| Richards, Merrill & Peterson, Inc. | 0.13% | Add +387.5% | 3,900 | $241K |
| Johnson Investment Counsel Inc. | 0.00% | New | 3,873 | $240K |
| Modern Wealth Management, LLC | 0.01% | Reduce -3.7% | 3,804 | $235K |
| Bristlecone Advisors, LLC | 0.02% | New | 3,740 | $231K |
| Paragon Advisors, LLC | 0.09% | New | 3,738 | $231K |
| Woodmont Investment Counsel LLC | 0.02% | New | 3,697 | $229K |
| United Asset Strategies, Inc. | 0.02% | Reduce -24.2% | 3,665 | $227K |
| Oregon Pacific Wealth Management, LLC | 0.23% | New | 3,659 | $226K |
| Wealthgarden F.S. LLC | 0.22% | New | 3,630 | $225K |
| Barnett & Company, Inc. | 0.18% | New | 3,571 | $221K |
| Resurgent Financial Advisors LLC | 0.13% | New | 3,514 | $217K |
| Tranquility Partners, LLC | 0.08% | New | 3,383 | $209K |
| Wedbush Securities Inc. | 0.01% | New | 3,371 | $209K |
| Manhattan West Asset Management, LLC | 0.05% | New | 3,373 | $209K |
| Fulton Breakefield Broenniman LLC | 0.01% | New | 3,285 | $203K |
| Investor's Fiduciary Advisor Network, LLC | 0.10% | New | 3,281 | $203K |
| Larson Financial Group LLC | 0.01% | Add +25.7% | 3,237 | $200K |
| Painted Porch Advisors LLC | 0.08% | New | 3,057 | $189K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +1.6% | 2,879 | $178K |
| Allworth Financial LP | 0.00% | Add +0.5% | 2,648 | $175K |
| Exchange Traded Concepts, LLC | 0.00% | Reduce -9.4% | 2,760 | $171K |
| Birch Capital Management, LLC | 0.09% | Reduce -54.4% | 2,740 | $170K |
| Laurel Wealth Advisors LLC | 0.02% | No change | 2,368 | $147K |
| Cwm, LLC | 0.00% | Add +11.1% | 2,120 | $131K |
| Washington Trust Advisors, Inc. | 0.01% | Reduce -13.7% | 2,109 | $131K |
| Rosenberg Matthew Hamilton | 0.03% | Reduce -6.4% | 1,913 | $118K |
| Bfsg, LLC | 0.01% | No change | 1,877 | $116K |
| LGT Financial Advisors LLC | 0.35% | Add +5347.1% | 1,852 | $115K |
| Headlands Technologies LLC | 0.01% | Reduce -91.4% | 1,847 | $114K |
| Coldstream Capital Management Inc. | 0.00% | New | 1,704 | $105K |
| Stonebridge Financial Group, LLC | 0.01% | Reduce -2.2% | 1,683 | $104K |
| Parkside Financial Bank & Trust | 0.01% | Reduce -12.3% | 1,664 | $103K |
| FWL Investment Management, LLC | 0.04% | No change | 1,600 | $99K |
| Salomon & Ludwin, LLC | 0.01% | New | 1,406 | $87K |
| Private Wealth Asset Management, LLC | 0.01% | — | 1,400 | $87K |
| GPS Wealth Strategies Group, LLC | 0.01% | No change | 1,350 | $84K |
| Parallel Advisors, LLC | 0.00% | Add +18928.6% | 1,332 | $82K |
| First Horizon Advisors, Inc. | 0.00% | No change | 1,256 | $78K |
| Glass Jacobson Investment Advisors llc | 0.02% | No change | 1,429 | $74K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +205.0% | 1,092 | $68K |
| Northwest Capital Management Inc | 0.03% | Add +20.2% | 1,022 | $63K |
| Barrett & Company, Inc. | 0.03% | No change | 1,020 | $63K |
| NBT Bank, N.A. | 0.00% | Add +1.2% | 908 | $56K |
| Colonial Trust Co / SC | 0.01% | Reduce -22.1% | 897 | $56K |
| First Community Trust NA | 0.05% | Add +4.3% | 871 | $54K |
| Key Financial Inc | 0.01% | No change | 837 | $52K |
| Rothschild Investment LLC | 0.00% | No change | 825 | $51K |
| Sunbelt Securities, Inc. | 0.00% | Add +730.6% | 814 | $50K |
| Silver Oak Securities, Incorporated | 0.00% | New | 810 | $49K |
| Studio Investment Management LLC | 0.01% | No change | 700 | $43K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 662 | $41K |
| Trust Co. of Vermont | 0.00% | No change | 628 | $39K |
| IAG Wealth Partners, LLC | 0.01% | Add +45.2% | 617 | $38K |
| Smartleaf Asset Management LLC | 0.00% | No change | 532 | $32K |
| Kiker Wealth Management, LLC | 0.02% | New | 500 | $31K |
| GAMMA Investing LLC | 0.00% | New | 476 | $29K |
| Asset Planning,Inc | 0.02% | New | 474 | $29K |
| Sandy Spring Bank | 0.00% | Add +476.8% | 473 | $29K |
| PSI Advisors, LLC | 0.01% | Add +102.6% | 472 | $29K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 449 | $28K |
| Financial Management Professionals, Inc. | 0.00% | No change | 420 | $26K |
| Carolinas Wealth Consulting LLC | 0.01% | Add +9.0% | 399 | $25K |
| Costello Asset Management, INC | 0.01% | New | 304 | $19K |
| Geneos Wealth Management Inc. | 0.00% | No change | 303 | $19K |
| TD Capital Management LLC | 0.00% | Add +76.0% | 271 | $17K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | Add +59.2% | 269 | $17K |
| Promus Capital, LLC | 0.01% | New | 236 | $15K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 236 | $15K |
| Main Street Group, LTD | 0.01% | No change | 227 | $14K |
| Quest 10 Wealth Builders, Inc. | 0.01% | Add +187.3% | 227 | $14K |
| Financial Perspectives, Inc | 0.00% | No change | 217 | $13K |
| Park Square Financial Group, LLC | 0.01% | Reduce -7.8% | 214 | $13K |
| Webster Bank, N. A. | 0.00% | Add +550.0% | 208 | $13K |
| Salem Investment Counselors Inc. | 0.00% | No change | 200 | $12K |
| Bogart Wealth, LLC | 0.00% | Add +10.3% | 192 | $12K |
| Deane Retirement Strategies, Inc. | 0.00% | Add +53.3% | 164 | $10K |
| Archer Investment Corp | 0.00% | No change | 155 | $10K |
| Minot DeBlois Advisors LLC | 0.01% | Reduce -47.9% | 150 | $9K |
| Pacifica Partners Inc. | 0.00% | No change | 140 | $9K |
| Vermillion & White Wealth Management Group, LLC | 0.01% | Reduce -99.6% | 130 | $8K |
| Signaturefd, LLC | 0.00% | No change | 125 | $8K |
| AdvisorNet Financial, Inc | 0.00% | No change | 104 | $6K |
| Whittier Trust Co. | 0.00% | No change | 101 | $6K |
| Innovative Advisory Group, LLC | 0.01% | No change | 100 | $6K |
| Cape Investment Advisory, Inc. | 0.00% | New | 100 | $6K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 90 | $6K |
| First Financial Corp. | 0.00% | No change | 76 | $5K |
| High Note Wealth, LLC | 0.00% | Reduce -6.7% | 70 | $4K |
| Valued Wealth Advisors LLC | 0.00% | No change | 61 | $4K |
| Spectrum Wealth Counsel, LLC | 0.00% | No change | 60 | $4K |
| Creekmur Asset Management LLC | 0.00% | No change | 50 | $3K |
| Ogorek Anthony Joseph /NY/ | 0.00% | No change | 49 | $3K |
| Lanark Financial, Inc. | 0.00% | — | 50 | $3K |
| American Capital Advisory, LLC | 0.00% | Add +1000.0% | 44 | $3K |
| Toth Financial Advisory Corp. | 0.00% | New | 43 | $3K |
| Raleigh Capital Management Inc. | 0.00% | No change | 33 | $2K |
| Citigroup Inc. | 0.00% | No change | 29 | $2K |
| Rossby Financial, LCC | 0.00% | New | 26 | $2K |
| Hillsdale Investment Management Inc. | 0.00% | No change | 27 | $2K |
| Nemes Rush Group LLC | 0.00% | No change | 25 | $2K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 23 | $1K |
| Covestor Ltd | 0.00% | No change | 20 | $1K |
| Briaud Financial Planning Inc | 0.00% | New | 31 | $1K |
| Legacy Wealth Managment, LLC | 0.00% | New | 16 | $991 |
| Glen Eagle Advisors, LLC | 0.00% | No change | 11 | $681 |
| Tompkins Financial Corp. | 0.00% | No change | 10 | $619 |
| Cornerstone Planning Group LLC | 0.00% | New | 7 | $457 |
| Redwood Park Advisors LLC | 0.00% | Add +150.0% | 5 | $310 |
| Creative Capital Management Investments LLC | 0.00% | No change | 4 | $248 |
| Morton Brown Family Wealth, LLC | 0.00% | New | 1 | $62 |
"% of holder's portfolio" is GLDM's weight in each manager's 13F, not the share of SPDR Gold Minishares Trust the manager owns.