SPDR Gold Minishares TrustGLDMETF
13F holders, Q2 2025 (June 30)699holders +86
112new positions
35sold out
5famous investors
$65.52avg. 13F price*
At the end of Q2 2025, 699 institutions reported holding SPDR Gold Minishares Trust (GLDM) in their 13F filings, up 86 from Q1 2025. 112 opened new positions and 35 sold out. The largest holders were Sumitomo Mitsui Trust Group, Inc. ($956.3M), Morgan Stanley ($519.4M) and Evoke Wealth, LLC ($460.6M). 5 famous investors held it, including Chris Bloomstran (0.2% of Semper Augustus Investments's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- SPDR Gold Minishares Trust
- Filed as
- WORLD GOLD TR (Q2 2025)
- CUSIP
- 98149E303
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 112 | $739.0M |
| Exits | 35 | $349.7M |
All 13F filers, Q1 2025 → Q2 2025: 23,082,053 shares bought and 13,821,187 shares sold, net +9,260,866 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 699 holders
| Sumitomo Mitsui Trust Group, Inc. | 0.60% | No change | 14,596,294 | $956.3M |
| Morgan Stanley | 0.03% | Add +1.8% | 7,926,715 | $519.4M |
| Evoke Wealth, LLC | 10.80% | Add +2.7% | 7,030,213 | $460.6M |
| Bank of America Corp. | 0.03% | Reduce -11.4% | 5,730,898 | $375.5M |
| Empower Advisory Group, LLC | 1.01% | New | 5,128,539 | $336.0M |
| Wells Fargo & Company | 0.06% | Add +234.1% | 4,351,023 | $285.1M |
| Asset Management One Co., Ltd. | 0.83% | Add +1.3% | 4,055,562 | $265.7M |
| Cassaday & Co Wealth Management LLC | 5.59% | Reduce -40.5% | 3,406,349 | $223.2M |
| Principal Financial Group Inc. | 0.11% | Add +16.4% | 3,176,866 | $208.1M |
| UBS Group AG | 0.04% | Reduce -1.4% | 3,056,738 | $200.3M |
| State Street Corp. | 0.01% | Add +0.3% | 2,695,268 | $176.6M |
| LPL Financial LLC | 0.06% | Reduce -2.3% | 2,652,213 | $173.8M |
| Ameriprise Financial Inc. | 0.04% | Add +10.4% | 2,429,541 | $159.1M |
| 3EDGE Asset Management, LP | 9.01% | Add +43.0% | 2,211,620 | $144.9M |
| Stifel Financial Corp. | 0.11% | Add +4.8% | 1,751,233 | $114.7M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.91% | Add +9.5% | 1,535,510 | $100.6M |
| Evergreen Quality Fund GP, Ltd. | 3.08% | New | 1,520,300 | $99.6M |
| Strategic Financial Services, Inc. | 4.90% | Reduce -9.7% | 1,389,765 | $91.1M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +27.7% | 1,348,849 | $88.4M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.17% | Add +16.6% | 1,344,268 | $88.1M |
| Virtu Financial LLC | 4.34% | New | 1,292,149 | $84.7M |
| Resona Asset Management Co.,Ltd. | 0.41% | Add +35.1% | 1,295,200 | $83.9M |
| HighTower Advisors, LLC | 0.10% | Add +23.8% | 1,250,561 | $81.9M |
| JPMorgan Chase & Co. | 0.01% | Reduce -10.5% | 1,229,626 | $80.6M |
| Hollow Brook Wealth Management LLC | 23.20% | Add +4.8% | 1,210,225 | $79.3M |
| Sei Investments Co. | 0.09% | Add +4.5% | 1,181,448 | $77.4M |
| Benjamin Edwards Inc. | 0.91% | Add +9.3% | 1,089,506 | $71.4M |
| Royal Bank of Canada | 0.01% | Add +20.6% | 1,079,765 | $70.7M |
| Cerity Partners LLC | 0.12% | Add +7.3% | 1,066,263 | $69.9M |
| Cohen & Steers, Inc. | 0.13% | Reduce -5.1% | 1,057,396 | $69.3M |
| Bank of New York Mellon Corp | 0.01% | Add +7.8% | 1,002,538 | $65.7M |
| Private Advisor Group, LLC | 0.35% | Add +9.2% | 981,946 | $64.3M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -11.5% | 965,748 | $63.3M |
| CW Advisors, LLC | 0.60% | Reduce -13.6% | 947,412 | $62.1M |
| Tidal Investments LLC | 0.41% | Reduce -17.6% | 946,772 | $62.0M |
| Gradient Investments LLC | 1.11% | Add +1.8% | 922,651 | $60.5M |
| Greenline Partners, LLC | 7.79% | Reduce -23.2% | 882,743 | $57.8M |
| Great Valley Advisor Group, Inc. | 1.23% | Reduce -11.6% | 847,757 | $55.5M |
| Raymond James Financial Inc. | 0.02% | Reduce -18.5% | 760,364 | $49.8M |
| Capitolis Liquid Global Markets LLC | 0.34% | New | 707,000 | $46.3M |
| Fullerton Fund Management Co Ltd. | 1.87% | Add +112.5% | 704,331 | $46.1M |
| Nepc LLC | 1.15% | Add +7.5% | 692,544 | $45.4M |
| Van Eck Associates Corp. | 0.05% | No change | 671,036 | $44.0M |
| Parcion Private Wealth LLC | 3.10% | Add +1.1% | 662,568 | $43.4M |
| Equitable Holdings, Inc. | 0.35% | Reduce -3.6% | 643,513 | $42.2M |
| Rockefeller Capital Management L.P. | 0.09% | Add +101.2% | 617,924 | $40.5M |
| Quadrature Capital Ltd | 0.68% | Add +73.7% | 601,421 | $39.4M |
| US Bancorp \de | 0.05% | Add +25.1% | 595,607 | $39.0M |
| American Investment Services, Inc. | 9.63% | Reduce -14.2% | 576,066 | $37.7M |
| Manufacturers Life Insurance Company, The | 0.03% | Reduce -14.0% | 553,879 | $36.3M |
| Capital Planning Advisors, LLC | 5.29% | Reduce -13.9% | 550,270 | $36.1M |
| Burt Wealth Advisors | 8.06% | Reduce -1.0% | 538,098 | $35.3M |
| Confluence Investment Management LLC | 0.49% | Add +11.8% | 525,606 | $34.4M |
| Farther Finance Advisors, LLC | 0.67% | Add +105.9% | 513,430 | $33.6M |
| MBL Wealth, LLC | 3.20% | Reduce -10.6% | 510,400 | $33.4M |
| Diversify Advisory Services, LLC | 1.19% | Add +4571.8% | 469,752 | $31.1M |
| Cambridge Investment Research Advisors, Inc. | 0.09% | Add +15.7% | 470,899 | $30.9M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.87% | Add +1.9% | 468,121 | $30.7M |
| Tradewinds Capital Management, LLC | 7.60% | Reduce -9.1% | 461,077 | $30.2M |
| Cresset Asset Management, LLC | 0.15% | Add +0.5% | 457,396 | $30.0M |
| Bluespring Wealth Management, LLC | 2.80% | Reduce -3.5% | 448,756 | $29.4M |
| Main Street Research LLC | 1.83% | New | 448,487 | $29.4M |
| Sentinel Pension Advisors, LLC | 4.86% | Add +0.0% | 440,498 | $28.9M |
| Bangor Savings Bank | 2.49% | Add +2.3% | 424,871 | $27.8M |
| Bank of Nova Scotia | 0.05% | New | 400,000 | $26.2M |
| Evernest Financial Advisors, LLC | 8.42% | Add +6.9% | 396,942 | $26.0M |
| SBI Securities Co., Ltd. | 0.72% | Add +9.2% | 383,863 | $25.2M |
| Mission Creek Capital Partners, Inc. | 5.42% | Add +36.0% | 372,397 | $24.4M |
| E Fund Management Co., Ltd. | 1.13% | Add +488.1% | 360,915 | $23.6M |
| Osaic Holdings, Inc. | 0.04% | Reduce -28.0% | 354,630 | $23.2M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +2.7% | 352,788 | $23.1M |
| Baird Financial Group, Inc. | 0.04% | Reduce -25.8% | 350,031 | $22.9M |
| Assetmark, Inc. | 0.05% | Reduce -29.5% | 338,768 | $22.2M |
| Cetera Investment Advisers | 0.04% | Reduce -0.4% | 324,972 | $21.3M |
| Corient Private Wealth LP | 0.03% | Add +1585.5% | 315,597 | $20.7M |
| Nissay Asset Management Corp. /Japan | 0.11% | Add +90.8% | 298,673 | $19.6M |
| McMorgan & Co. LLC | 2.77% | Reduce -5.9% | 286,658 | $18.8M |
| Brandywine Oak Private Wealth LLC | 1.68% | Reduce -3.4% | 276,413 | $18.1M |
| Austin Wealth Management, LLC | 3.12% | Add +2.7% | 268,994 | $17.5M |
| LWM Advisory Services, LLC | 11.71% | Add +60.3% | 259,230 | $17.0M |
| Composition Wealth, LLC | 0.29% | Reduce -1.0% | 258,936 | $17.0M |
| NavPoint Financial, Inc. | 10.15% | Reduce -7.9% | 256,356 | $16.8M |
| Mariner, LLC | 0.02% | Add +6.1% | 255,375 | $16.7M |
| Peak Financial Advisors LLC | 8.34% | Add +11.2% | 248,733 | $16.3M |
| Warren Street Wealth Advisors, LLC | 5.28% | Add +2.0% | 243,192 | $15.9M |
| Deutsche Bank AG | 0.01% | Reduce -1.0% | 237,942 | $15.6M |
| Piedmont Capital Management, LLC | 8.97% | Add +0.5% | 236,683 | $15.5M |
| Gould Asset Management LLC | 3.03% | Reduce -6.2% | 236,078 | $15.5M |
| Timber Creek Capital Management LLC | 3.84% | Add +1.8% | 225,369 | $15.1M |
| Continuum Wealth Advisors, LLC | 7.16% | Add +53.8% | 227,575 | $14.9M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Reduce -0.4% | 223,023 | $14.7M |
| Mirae Asset Global Investments Co., Ltd. | 0.05% | Add +25.5% | 221,200 | $14.5M |
| Encompass More Asset Management | 3.29% | Add +16.9% | 214,397 | $14.0M |
| Nottingham Advisors, Inc. | 2.07% | Reduce -60.9% | 212,990 | $14.0M |
| Goldman Sachs Group Inc. | 0.00% | Add +501.6% | 212,737 | $13.9M |
| CoreCap Advisors, LLC | 0.55% | Add +2.4% | 207,509 | $13.6M |
| MML Investors Services, LLC | 0.04% | Add +24.2% | 206,884 | $13.6M |
| Medici Capital LLC | 15.23% | Add +10.9% | 204,026 | $13.4M |
| &partners | 0.10% | Add +9.1% | 204,826 | $13.3M |
| Commonwealth Equity Services, LLC | 0.02% | Add +7.0% | 196,813 | $12.9M |
| Altfest L J & Co. Inc. | 1.51% | New | 195,083 | $12.8M |
| Penserra Capital Management LLC | 0.18% | Reduce -19.8% | 194,873 | $12.8M |
| China Universal Asset Management Co., Ltd. | 1.17% | Add +41.0% | 189,200 | $12.4M |
| Harbor Investment Advisory, LLC | 1.07% | Add +1.1% | 183,454 | $12.0M |
| Sage Private Wealth Group, LLC | 7.39% | New | 175,961 | $11.5M |
| Alaska Permanent Fund Corp | 0.66% | No change | 171,000 | $11.1M |
| AE Wealth Management LLC | 0.08% | Reduce -3.8% | 169,492 | $11.1M |
| Avid Wealth Partners LLC | 5.87% | Add +0.3% | 156,521 | $10.3M |
| New Perspectives, Inc | 5.03% | Add +136.6% | 155,170 | $10.2M |
| Stratos Wealth Partners, LTD. | 0.14% | Reduce -6.0% | 152,671 | $10.0M |
| NewEdge Advisors, LLC | 0.05% | Add +82.1% | 152,610 | $10.0M |
| Toronto Dominion Bank | 0.02% | New | 150,000 | $9.8M |
| B&D White Capital Company, LLC | 1.47% | New | 147,373 | $9.7M |
| Quent Capital, LLC | 0.93% | Add +10.4% | 147,096 | $9.6M |
| Kestra Advisory Services, LLC | 0.05% | Add +65.8% | 145,756 | $9.5M |
| Buck Wealth Strategies, LLC | 1.40% | Add +7.2% | 139,967 | $9.2M |
| R. W. Roge & Company, Inc. | 5.18% | Reduce -12.8% | 139,287 | $9.1M |
| Sterling Investment Advisors, Ltd. | 1.96% | Reduce -14.3% | 136,742 | $9.0M |
| Retirement Income Solutions, Inc. | 1.63% | Add +0.3% | 135,221 | $8.9M |
| Synovus Financial Corp. | 0.11% | Add +4.4% | 134,697 | $8.8M |
| Wealth Advisory Solutions, LLC | 2.17% | Reduce -1.6% | 130,906 | $8.6M |
| Truist Financial Corp. | 0.01% | Reduce -6.2% | 129,953 | $8.5M |
| AIFG Consultants Ltd. | 16.48% | Reduce -10.3% | 129,013 | $8.5M |
| Cwm, LLC | 0.03% | Add +5959.0% | 128,451 | $8.4M |
| Hudson Capital Management LLC | 2.44% | Reduce -2.3% | 127,253 | $8.3M |
| Accretive Wealth Partners, LLC | 2.73% | Add +1.9% | 126,953 | $8.3M |
| Cardinal Strategic Wealth Guidance | 2.39% | Add +56.7% | 126,347 | $8.3M |
| Journey Strategic Wealth LLC | 0.26% | Reduce -9.9% | 123,689 | $8.1M |
| Stratos Wealth Advisors, LLC | 0.42% | Add +23.7% | 121,606 | $8.0M |
| CFS Investment Advisory Services, LLC | 0.65% | Reduce -17.2% | 120,334 | $7.9M |
| Chatham Capital Group, Inc. | 1.19% | Reduce -4.0% | 119,321 | $7.8M |
| Abound Financial, LLC | 3.42% | Add +30.2% | 118,722 | $7.8M |
| Copley Financial Group, Inc. | 5.76% | Reduce -3.3% | 118,533 | $7.8M |
| Versant Capital Management, Inc | 1.16% | Reduce -6.5% | 116,397 | $7.6M |
| Financial Enhancement Group LLC | 1.03% | Reduce -1.7% | 108,411 | $7.2M |
| Austin Private Wealth, LLC | 0.57% | Reduce -28.3% | 109,651 | $7.2M |
| AMJ Financial Wealth Management | 1.81% | Reduce -7.6% | 109,407 | $7.2M |
| PFG Advisors | 0.33% | Reduce -2.6% | 108,805 | $7.1M |
| Evercore Wealth Management, LLC | 0.11% | Add +77.2% | 108,435 | $7.1M |
| Managed Asset Portfolios, LLC | 0.92% | Reduce -2.2% | 108,326 | $7.1M |
| Alliance Wealth Advisors, LLC | 1.69% | Add +49.5% | 107,086 | $7.0M |
| Avior Wealth Management, LLC | 0.24% | Reduce -4.4% | 105,753 | $6.9M |
| Zhang Financial LLC | 0.32% | Add +0.6% | 104,889 | $6.9M |
| Avantax Advisory Services, Inc. | 0.04% | Reduce -3.0% | 104,763 | $6.9M |
| Inspirion Wealth Advisors, LLC | 0.90% | Add +0.9% | 103,557 | $6.8M |
| Archford Capital Strategies, LLC | 0.86% | Reduce -4.5% | 103,167 | $6.8M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.44% | Add +200.1% | 102,368 | $6.7M |
| Brookstone Capital Management | 0.09% | Add +2.8% | 101,121 | $6.6M |
| Beaumont Financial Advisors, LLC | 0.47% | Reduce -18.8% | 99,954 | $6.5M |
| Clark Capital Management Group, Inc. | 0.05% | Add +27.8% | 99,251 | $6.5M |
| Fiducient Advisors LLC | 0.77% | New | 96,619 | $6.3M |
| Walkner Condon Financial Advisors LLC | 1.17% | Add +1.6% | 96,609 | $6.3M |
| Avos Capital Management, LLC | 3.60% | Add +6.5% | 96,276 | $6.3M |
| Purus Wealth Management, LLC | 2.19% | Add +1.1% | 96,247 | $6.3M |
| Integrity Wealth Solutions LLC | 3.05% | Reduce -6.2% | 95,340 | $6.2M |
| HRT Financial LP | 0.03% | New | 92,463 | $6.1M |
| Transamerica Financial Advisors, LLC | 0.57% | Add +0.1% | 91,994 | $6.0M |
| Main Street Financial Solutions, LLC | 0.43% | Reduce -16.7% | 90,841 | $6.0M |
| Quantum Financial Advisors, LLC | 0.80% | New | 90,744 | $5.9M |
| JNBA Financial Advisors | 0.57% | Reduce -10.3% | 89,933 | $5.9M |
| Team Financial Group, LLC | 2.87% | Add +5.7% | 88,974 | $5.8M |
| Stapp Wealth Management, PLLC | 8.33% | Reduce -15.6% | 88,390 | $5.8M |
| Money Concepts Capital Corp. | 0.37% | Reduce -11.3% | 84,972 | $5.6M |
| CreativeOne Wealth, LLC | 0.14% | Add +24.8% | 83,613 | $5.5M |
| Glenview Trust Co | 0.09% | Reduce -30.3% | 83,235 | $5.5M |
| Lodestar Private Asset Management LLC | 0.63% | Add +3.0% | 83,169 | $5.4M |
| Courier Capital LLC | 0.33% | Add +7.4% | 82,864 | $5.4M |
| Kayne Anderson Rudnick Investment Management LLC | 0.01% | Add +20.4% | 82,139 | $5.3M |
| TD Waterhouse Canada Inc. | 0.04% | Add +0.5% | 80,583 | $5.3M |
| Upper Left Wealth Management, LLC | 3.54% | Reduce -5.9% | 81,021 | $5.3M |
| Fortis Advisors, LLC | 3.39% | Reduce -0.6% | 80,881 | $5.3M |
| Cedar Point Capital Partners, LLC | 3.71% | Reduce -22.5% | 80,364 | $5.3M |
| Baker Tilly Wealth Management, LLC | 1.87% | Add +22.4% | 79,918 | $5.2M |
| Atria Wealth Solutions, Inc. | 0.11% | Reduce -37.7% | 75,332 | $5.1M |
| Aptus Capital Advisors, LLC | 0.05% | Add +2.6% | 76,654 | $5.0M |
| Atria Investments, Inc | 0.06% | Add +112.7% | 75,232 | $4.9M |
| Financial Guidance Group, Inc. | 2.39% | Add +2.7% | 75,196 | $4.9M |
| Comerica Bank | 0.02% | Add +1.4% | 74,672 | $4.9M |
| Horst & Graben Wealth Management LLC | 0.81% | Reduce -24.1% | 74,458 | $4.9M |
| Portside Wealth Group, LLC | 0.71% | Add +41.5% | 73,470 | $4.8M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -8.8% | 73,375 | $4.8M |
| KWB Wealth | 0.58% | Add +90.1% | 77,617 | $4.8M |
| Financial Life Advisors | 1.63% | Add +29.3% | 72,781 | $4.8M |
| Tidemark, LLC | 1.54% | Reduce -17.2% | 72,776 | $4.8M |
| Park Avenue Securities LLC | 0.04% | Reduce -16.7% | 70,596 | $4.6M |
| Forvis Mazars Wealth Advisors, LLC | 0.10% | Add +4.3% | 70,131 | $4.6M |
| Cabot Wealth Management Inc. | 0.55% | Add +2.9% | 69,966 | $4.6M |
| Bright Financial Advisors, Inc. | 2.52% | Add +1.2% | 69,276 | $4.5M |
| Seven Post Investment Office LP | 1.70% | Reduce -0.4% | 68,825 | $4.5M |
| Detalus Advisors, LLC | 1.29% | Reduce -2.0% | 67,894 | $4.4M |
| Catalyst Capital Advisors LLC | 0.09% | Reduce -2.9% | 66,500 | $4.4M |
| Integrated Advisors Network LLC | 0.20% | Add +4.1% | 66,399 | $4.4M |
| Marble Harbor Investment Counsel, LLC | 0.47% | No change | 66,375 | $4.3M |
| Segment Wealth Management, LLC | 0.28% | Add +0.2% | 66,259 | $4.3M |
| Lynx Investment Advisory | 2.83% | Reduce -0.6% | 66,077 | $4.3M |
| Certior Financial Group, LLC | 3.31% | Add +38.5% | 65,730 | $4.3M |
| Royal Harbor Partners, LLC | 1.54% | New | 64,376 | $4.2M |
| Beckerman Institutional, LLC | 2.78% | Reduce -2.9% | 63,907 | $4.2M |
| NDVR, Inc. | 3.85% | No change | 62,736 | $4.1M |
| Prime Capital Investment Advisors, LLC | 0.05% | Reduce -5.5% | 61,980 | $4.1M |
| Joseph Group Capital Management | 1.33% | Reduce -17.9% | 60,412 | $4.0M |
| Scotia Capital Inc. | 0.02% | Add +69.1% | 60,134 | $3.9M |
| Kestra Private Wealth Services, LLC | 0.06% | Add +36.8% | 59,973 | $3.9M |
| Foundations Investment Advisors, LLC | 0.06% | Add +9.5% | 59,590 | $3.9M |
| Rwa Wealth Partners, LLC | 0.05% | Add +74.7% | 59,518 | $3.9M |
| Physician Wealth Advisors, Inc. | 0.61% | Reduce -28.7% | 59,304 | $3.9M |
| Kraematon Investment Advisors, Inc. | 3.66% | Add +0.9% | 59,204 | $3.9M |
| Compass Wealth Management, LLC | 2.07% | — | 58,965 | $3.9M |
| One Wealth Advisors, LLC | 0.53% | Reduce -26.5% | 58,099 | $3.8M |
| Transce3nd, LLC | 1.59% | Add +6.0% | 57,570 | $3.8M |
| Entrewealth, LLC | 2.61% | Add +2.5% | 57,499 | $3.8M |
| Hobbs Group Advisors, LLC | 1.28% | Reduce -23.6% | 57,280 | $3.8M |
| Baker Ellis Asset Management LLC | 0.51% | Add +0.6% | 57,000 | $3.7M |
| Mercer Global Advisors Inc. | 0.01% | Add +24.4% | 56,931 | $3.7M |
| Susquehanna International Group, LLP | 0.01% | Add +1.6% | 56,492 | $3.7M |
| Keudell/Morrison Wealth Management | 0.80% | Reduce -78.6% | 55,173 | $3.6M |
| Harbour Investments, Inc. | 0.09% | Add +7.5% | 54,487 | $3.6M |
| Advisory Services Network, LLC | 0.06% | Add +293.4% | 54,776 | $3.6M |
| Motiv8 Investments LLC | 2.18% | Reduce -22.5% | 54,453 | $3.6M |
| Penobscot Wealth Management | 1.27% | Add +0.7% | 53,949 | $3.5M |
| Wealthcare Advisory Partners LLC | 0.08% | Reduce -5.7% | 53,873 | $3.5M |
| Stansberry Asset Management, LLC | 0.41% | Add +8.2% | 53,858 | $3.5M |
| Lido Advisors, LLC | 0.02% | Add +686.1% | 52,772 | $3.5M |
| Citadel Advisors | 0.00% | Reduce -77.0% | 51,842 | $3.4M |
| Brown Brothers Harriman & Co. | 0.02% | Add +48.3% | 51,459 | $3.4M |
| Bush Investment Group, LLC | 2.25% | Reduce -22.0% | 51,199 | $3.4M |
| Compass Ion Advisors, LLC | 0.36% | Add +22.1% | 50,876 | $3.3M |
| Moneco Advisors, LLC | 0.31% | Add +4.0% | 50,388 | $3.3M |
| Talon Private Wealth, LLC | 0.45% | Add +21.0% | 50,382 | $3.3M |
| Integrity Alliance, Llc. | 0.18% | Reduce -51.0% | 50,020 | $3.3M |
| Apella Capital, LLC | 0.09% | Add +145.5% | 49,530 | $3.3M |
| Essex Financial Services, Inc. | 0.21% | Reduce -3.8% | 49,948 | $3.3M |
| Jacobi Capital Management LLC | 0.21% | Add +6.5% | 48,244 | $3.2M |
| Choreo, LLC | 0.04% | Reduce -1.2% | 48,102 | $3.2M |
| CI Investments Inc. | 0.01% | No change | 47,534 | $3.1M |
| Franklin Resources Inc. | 0.00% | Reduce -0.9% | 47,276 | $3.1M |
| Tennessee Valley Asset Management Partners | 0.78% | Add +3.1% | 46,986 | $3.1M |
| Paul R. Ried Financial Group, LLC | 1.86% | Reduce -13.4% | 46,944 | $3.1M |
| Merit Financial Group, LLC | 0.03% | Add +29.1% | 46,559 | $3.1M |
| Jones Financial Companies LLLP | 0.00% | Add +10.8% | 46,982 | $3.0M |
| Bridgewater Advisors Inc. | 0.23% | No change | 46,001 | $3.0M |
| Arete Wealth Advisors, LLC | 0.21% | New | 46,040 | $3.0M |
| Copperwynd Financial, LLC | 0.74% | Reduce -11.0% | 45,065 | $3.0M |
| Global Wealth Management Investment Advisory, Inc. | 0.54% | Add +4.5% | 44,296 | $2.9M |
| Creative Planning | 0.00% | Reduce -51.5% | 43,523 | $2.9M |
| Horizon Financial Services, LLC | 1.49% | Reduce -11.6% | 42,854 | $2.8M |
| Jump Financial, LLC | 0.04% | Add +1.3% | 42,431 | $2.8M |
| Ameritas Advisory Services, LLC | 0.14% | New | 42,175 | $2.8M |
| Thrive Capital Management, LLC | 0.86% | Add +131.2% | 41,949 | $2.7M |
| Global Retirement Partners, LLC | 0.07% | — | 41,435 | $2.7M |
| Mills Wealth Advisors LLC | 1.23% | Reduce -8.1% | 41,098 | $2.7M |
| Shira Ridge Wealth Management | 1.21% | Add +15.0% | 40,516 | $2.7M |
| Steward Partners Investment Advisory, LLC | 0.02% | Reduce -6.8% | 39,849 | $2.6M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +34.3% | 38,148 | $2.5M |
| KPP Advisory Services LLC | 0.40% | Add +5.9% | 37,402 | $2.5M |
| Public Employees Retirement System of Ohio | 0.01% | No change | 37,200 | $2.4M |
| McNaughton Wealth Management, LLC | 1.08% | Reduce -6.0% | 37,018 | $2.4M |
| WBH Advisory Inc. | 0.20% | Add +6.5% | 36,485 | $2.4M |
| Matrix Trust Co | 0.38% | Add +99.0% | 36,190 | $2.4M |
| Pitcairn Co. | 0.15% | New | 35,293 | $2.3M |
| Olympus Wealth Management, LLC | 0.77% | Add +73.4% | 34,845 | $2.3M |
| WFA of San Diego, LLC | 1.67% | — | 34,426 | $2.3M |
| Nomura Asset Management Co. Ltd. | 0.01% | Reduce -4.0% | 33,900 | $2.2M |
| Milestones Private Investment Advisors LLC | 1.64% | — | 33,834 | $2.2M |
| Patten Group, Inc. | 0.47% | Add +35.6% | 33,691 | $2.2M |
| Beacon Pointe Advisors, LLC | 0.02% | Reduce -3.6% | 33,405 | $2.2M |
| Legacy Capital Wealth Partners, LLC | 0.49% | Add +0.5% | 32,922 | $2.2M |
| Two Sigma Securities, LLC | 0.27% | Add +121.9% | 32,772 | $2.1M |
| SeaCrest Wealth Management, LLC | 0.22% | Add +108.6% | 31,216 | $2.0M |
| Genesis Wealth Advisors, LLC | 1.53% | Reduce -12.3% | 31,195 | $2.0M |
| Leo Wealth, LLC | 0.16% | Add +6.7% | 30,845 | $2.0M |
| IFP Advisors, Inc | 0.06% | Add +24.2% | 30,730 | $2.0M |
| Cambridge Associates LLC /Ma/ | 0.04% | No change | 30,631 | $2.0M |
| Gradient Capital Advisors, LLC | 0.58% | Reduce -5.6% | 30,003 | $2.0M |
| Sovran Advisors, LLC | 0.20% | Reduce -27.7% | 29,897 | $2.0M |
| Mayflower Financial Advisors, LLC | 0.27% | Reduce -17.8% | 29,732 | $1.9M |
| BlackDiamond Wealth Management, LLC | 1.12% | Reduce -1.6% | 29,455 | $1.9M |
| Valmark Advisers, Inc. | 0.03% | Add +24.8% | 29,509 | $1.9M |
| Forbes J M & Co. LLP | 0.17% | No change | 28,711 | $1.9M |
| IHT Wealth Management, LLC | 0.05% | Add +5.5% | 28,537 | $1.9M |
| Ashton Thomas Private Wealth, LLC | 0.07% | Add +2.9% | 28,419 | $1.9M |
| Brown Financial Advisors | 0.72% | Reduce -2.2% | 28,282 | $1.9M |
| Aspetuck Financial Management LLC | 1.39% | Add +3.8% | 28,212 | $1.8M |
| Visionary Wealth Advisors | 0.09% | Add +7.6% | 27,942 | $1.8M |
| Wallace Advisory Group, LLC | 1.32% | Reduce -4.7% | 29,355 | $1.8M |
| Kickstand Ventures, Llc. | 0.42% | Reduce -13.6% | 27,437 | $1.8M |
| Caldwell Trust Co | 0.18% | Add +50.5% | 27,051 | $1.8M |
| PDS Planning, Inc | 0.13% | No change | 26,930 | $1.8M |
| Kingsview Wealth Management, LLC | 0.03% | Add +105.3% | 26,506 | $1.7M |
| Magnolia Private Wealth, LLC | 1.34% | Add +51.2% | 26,462 | $1.7M |
| AMG National Trust Bank | 0.05% | Add +37.6% | 26,245 | $1.7M |
| Apollon Wealth Management, LLC | 0.03% | New | 26,244 | $1.7M |
| MIdWestOne Financial Group, Inc. | 0.22% | Add +36.0% | 26,225 | $1.7M |
| Choate Investment Advisors | 0.04% | Add +4.7% | 25,977 | $1.7M |
| Focus Financial Network, Inc. | 0.07% | Reduce -23.7% | 25,937 | $1.7M |
| AQR Capital Management | 0.00% | Add +7.5% | 25,861 | $1.7M |
| Allworth Financial LP | 0.01% | Add +868.9% | 25,656 | $1.7M |
| Whittier Trust Co. of Nevada Inc. | 0.04% | No change | 25,500 | $1.7M |
| Hutchinson Capital Management | 0.30% | New | 25,437 | $1.7M |
| Leading Edge Financial Planning LLC | 0.46% | Add +4.6% | 25,311 | $1.7M |
| One Charles Private Wealth Services, LLC | 0.47% | Add +2.5% | 25,310 | $1.7M |
| Advisor Resource Council | 0.81% | Reduce -79.7% | 25,169 | $1.6M |
| Biltmore Family Office, LLC | 0.28% | No change | 25,126 | $1.6M |
| Prosperity Consulting Group, LLC | 0.12% | Add +41.5% | 24,953 | $1.6M |
| Relyea Zuckerberg Hanson LLC | 0.19% | Add +48.0% | 24,876 | $1.6M |
| Independent Financial Group, LLC | 0.04% | Add +78.4% | 24,633 | $1.6M |
| Guggenheim Capital LLC | 0.01% | New | 24,416 | $1.6M |
| Sargent Investment Group, LLC | 0.21% | Reduce -14.8% | 23,625 | $1.6M |
| Brown Miller Wealth Management, LLC | 0.48% | Add +0.2% | 23,753 | $1.6M |
| Valicenti Advisory Services Inc. | 0.36% | Reduce -2.0% | 23,739 | $1.6M |
| Quartz Partners, LLC | 0.70% | Add +2.9% | 23,389 | $1.5M |
| Vertex Planning Partners, LLC | 0.32% | Reduce -24.2% | 23,361 | $1.5M |
| New England Private Wealth Advisors LLC | 0.22% | No change | 22,863 | $1.5M |
| Simplicity Wealth,LLC | 0.06% | New | 22,492 | $1.5M |
| Vantage Point Financial LLC | 0.65% | New | 22,477 | $1.5M |
| Valtinson Bruner Financial Planning LLC | 0.46% | Add +48.3% | 22,286 | $1.5M |
| Robinson Value Management, Ltd. | 0.91% | Reduce -20.4% | 22,106 | $1.4M |
| HSBC Holdings PLC | 0.00% | New | 22,093 | $1.4M |
| Synergy Asset Management, LLC | 0.17% | New | 22,019 | $1.4M |
| Heritage Wealth Advisors | 0.07% | No change | 21,975 | $1.4M |
| Hollencrest Capital Management | 0.06% | Add +0.0% | 21,891 | $1.4M |
| PGIM Custom Harvest LLC | 0.03% | Add +3.9% | 21,853 | $1.4M |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -1.7% | 21,780 | $1.4M |
| Carret Asset Management, LLC | 0.15% | Add +3.0% | 21,609 | $1.4M |
| Uptick Partners, LLC | 0.40% | Reduce -3.5% | 21,563 | $1.4M |
| Norden Group LLC | 0.15% | Add +56.5% | 21,269 | $1.4M |
| Perennial Investment Advisors, LLC | 0.13% | Add +34.3% | 21,217 | $1.4M |
| Richard Bernstein Advisors LLC | 0.03% | Reduce -7.1% | 21,152 | $1.4M |
| Astoria Portfolio Advisors LLC. | 0.38% | Add +1.8% | 20,497 | $1.4M |
| Q3 Asset Management | 0.48% | Reduce -70.5% | 20,854 | $1.4M |
| Hutchinson Financial Advisors, INC | 1.53% | — | 20,809 | $1.4M |
| Myecfo, LLC | 0.65% | Add +3.3% | 20,358 | $1.3M |
| Freestone Capital Holdings, LLC | 0.04% | New | 20,166 | $1.3M |
| Pecaut & Co. | 0.43% | Add +13.3% | 19,947 | $1.3M |
| Western Wealth Management, LLC | 0.08% | Add +132.7% | 19,892 | $1.3M |
| Apeiron RIA LLC | 0.33% | Add +20.1% | 19,731 | $1.3M |
| Petix & Botte Co | 0.32% | Reduce -3.8% | 19,624 | $1.3M |
| Tocqueville Asset Management L.P. | 0.02% | Reduce -25.0% | 19,555 | $1.3M |
| Caitlin John, LLC | 1.16% | Add +72.3% | 19,402 | $1.3M |
| Maia Wealth LLC | 0.24% | New | 19,348 | $1.3M |
| MAI Capital Management | 0.01% | Add +2.5% | 19,342 | $1.3M |
| Captrust Financial Advisors | 0.00% | Add +203.0% | 18,819 | $1.2M |
| Good Life Advisors, LLC | 0.08% | Add +59.8% | 18,798 | $1.2M |
| Diligent Investors, LLC | 0.29% | Reduce -5.1% | 18,711 | $1.2M |
| Advyzon Investment Management, LLC | 0.27% | Reduce -10.6% | 18,522 | $1.2M |
| Tradewinds, LLC. | 0.92% | New | 18,486 | $1.2M |
| Merkkuri Wealth Advisors LLC | 0.92% | Reduce -12.2% | 18,486 | $1.2M |
| Nwam LLC | 0.07% | Reduce -4.9% | 18,500 | $1.2M |
| S. R. Schill & Associates | 0.88% | Reduce -2.6% | 18,258 | $1.2M |
| Continuum Advisory, LLC | 0.14% | Add +18.2% | 18,144 | $1.2M |
| IFG Advisory, LLC | 0.06% | Add +97.3% | 18,127 | $1.2M |
| Tradition Wealth Management, LLC | 0.09% | Reduce -26.9% | 17,838 | $1.2M |
| J.W. Cole Advisors, Inc. | 0.02% | Add +187.1% | 17,688 | $1.2M |
| Formidable Asset Management, LLC | 0.19% | No change | 18,561 | $1.1M |
| CX Institutional | 0.04% | Reduce -11.8% | 17,411 | $1.1M |
| WCG Wealth Advisors LLC | 0.07% | Add +14.4% | 17,331 | $1.1M |
| Kendall Capital Management | 0.30% | Reduce -6.5% | 17,054 | $1.1M |
| Semper Augustus Investments | 0.16% | Add +4.8% | 17,001 | $1.1M |
| Mutual Advisors, LLC | 0.03% | Add +8.4% | 16,498 | $1.1M |
| Brown Advisory Inc. | 0.00% | Reduce -0.2% | 16,541 | $1.1M |
| Compound Planning, Inc. | 0.04% | Reduce -13.3% | 16,540 | $1.1M |
| Boothbay Fund Management, LLC | 0.03% | Add +21.3% | 16,500 | $1.1M |
| Rakuten Securities, Inc. | 0.42% | Reduce -57.5% | 16,203 | $1.1M |
| Pathway Financial Advisors LLC | 0.16% | Add +12.4% | 16,195 | $1.1M |
| Paladin Wealth, LLC | 0.82% | Reduce -2.5% | 16,128 | $1.1M |
| Alpha Cubed Investments, LLC | 0.04% | Add +57.4% | 16,051 | $1.1M |
| Collaborative Wealth Managment Inc. | 0.46% | New | 16,002 | $1.0M |
| Eagle Global Advisors LLC | 0.04% | No change | 16,000 | $1.0M |
| Bravias Capital Group, LLC | 0.77% | Reduce -32.4% | 15,988 | $1.0M |
| Wealth Management Nebraska | 0.14% | New | 15,847 | $1.0M |
| Balentine LLC | 0.04% | New | 15,616 | $1.0M |
| Mattson Financial Services, LLC | 0.28% | Reduce -3.1% | 15,605 | $1.0M |
| Waverly Advisors, LLC | 0.01% | Add +146.4% | 15,553 | $1.0M |
| InTrack Investment Management Inc | 0.68% | New | 15,346 | $1.0M |
| First Financial Bank - Trust Division | 0.09% | New | 15,176 | $994K |
| Capital Management Associates, Inc | 0.31% | Reduce -49.3% | 14,924 | $978K |
| Copia Wealth Management | 0.82% | Reduce -9.9% | 14,910 | $977K |
| Tableaux LLC | 0.55% | Reduce -3.2% | 14,671 | $961K |
| Clark Asset Management, LLC | 0.13% | No change | 14,647 | $960K |
| CENTRAL TRUST Co | 0.02% | No change | 14,600 | $957K |
| Mitchell McLeod Pugh & Williams Inc. | 0.17% | Reduce -1.6% | 14,328 | $939K |
| Headlands Technologies LLC | 0.11% | Add +667.5% | 14,175 | $929K |
| IFG Advisors, LLC | 0.16% | Add +21.5% | 14,113 | $925K |
| Silver Oak Securities, Incorporated | 0.08% | Add +1641.4% | 14,105 | $924K |
| Marshall & Sterling Wealth Advisors Inc. | 0.62% | Add +23.5% | 13,956 | $914K |
| M1 Capital Management LLC | 0.46% | Reduce -24.7% | 13,901 | $911K |
| Auour Investments LLC | 0.31% | Add +0.6% | 13,897 | $911K |
| Graypoint LLC | 0.05% | New | 13,764 | $902K |
| Breed's Hill Capital LLC | 0.43% | No change | 13,617 | $892K |
| Waterloo Capital, L.P. | 0.07% | Add +6.3% | 13,497 | $884K |
| Acorn Wealth Advisors, LLC | 0.32% | Reduce -1.1% | 13,320 | $873K |
| Theory Financial LLC | 0.33% | Reduce -27.6% | 13,342 | $869K |
| Absolute Capital Management, LLC | 0.43% | New | 13,136 | $861K |
| Financial Network Wealth Advisors LLC | 1.03% | New | 12,976 | $850K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Reduce -0.3% | 12,837 | $841K |
| Excalibur Management Corp. | 0.31% | New | 12,724 | $834K |
| Johnson Financial Group, Inc. | 0.04% | No change | 12,674 | $830K |
| AlphaStar Capital Management, LLC | 0.06% | New | 12,605 | $826K |
| Frederick Financial Consultants, LLC | 0.50% | Add +44.0% | 12,315 | $807K |
| Capital Analysts, LLC | 0.03% | Reduce -0.1% | 11,978 | $785K |
| Lifelong Wealth Advisors, Inc. | 0.26% | Reduce -20.1% | 11,950 | $783K |
| Destiny Capital Corp | 0.47% | Reduce -3.3% | 11,836 | $775K |
| Swmg, LLC | 0.26% | Add +39.8% | 11,713 | $769K |
| Townsquare Capital LLC | 0.07% | Reduce -97.7% | 11,566 | $758K |
| Cullen/Frost Bankers, Inc. | 0.01% | Add +75.3% | 11,481 | $752K |
| Sigma Planning Corp | 0.02% | Reduce -2.7% | 11,352 | $744K |
| Flagship Harbor Advisors, LLC | 0.04% | Reduce -84.1% | 11,332 | $742K |
| Integrated Wealth Concepts LLC | 0.01% | Add +119.2% | 11,240 | $736K |
| BlackRock, Inc. | 0.00% | Reduce -22.6% | 11,182 | $733K |
| Sheets Smith Wealth Management | 0.08% | Add +1.4% | 11,068 | $725K |
| MSH Capital Advisors LLC | 0.21% | Add +7.7% | 11,040 | $723K |
| Bank of Marin | 0.55% | New | 11,024 | $722K |
| My Legacy Advisors, LLC | 0.26% | Reduce -21.1% | 10,883 | $716K |
| Parallel Advisors, LLC | 0.01% | Add +720.8% | 10,933 | $716K |
| Tokio Marine Asset Management Co. Ltd. | 0.03% | Reduce -10.7% | 10,900 | $714K |
| Sage Mountain Advisors LLC | 0.05% | No change | 10,830 | $710K |
| Flputnam Investment Management Co. | 0.01% | New | 10,779 | $706K |
| Tempus Wealth Planning, LLC | 0.17% | Add +2.6% | 10,487 | $687K |
| Total Investment Management Inc. | 0.10% | Reduce -22.4% | 10,447 | $684K |
| Triumph Capital Management | 0.20% | New | 10,375 | $680K |
| Nova Wealth Management, Inc. | 0.49% | Add +17.7% | 10,138 | $664K |
| JT Stratford LLC | 0.10% | Reduce -1.0% | 10,100 | $662K |
| DeDora Capital, Inc. | 0.17% | Add +8.8% | 10,054 | $659K |
| Creative Financial Designs Inc. | 0.05% | Reduce -8.1% | 9,723 | $637K |
| Sovereign Financial Group, Inc. | 0.13% | Reduce -7.9% | 9,569 | $627K |
| FMR LLC | 0.00% | Add +24.3% | 9,516 | $624K |
| Indiana Trust & Investment Management Co | 0.21% | No change | 9,500 | $622K |
| YHB Investment Advisors, Inc. | 0.05% | Add +6.9% | 9,301 | $609K |
| 4WEALTH Advisors, Inc. | 0.63% | Reduce -2.2% | 9,296 | $609K |
| Redwood Investment Management, LLC | 0.06% | New | 9,219 | $604K |
| Clearstead Advisors, LLC | 0.01% | Reduce -18.7% | 9,189 | $602K |
| Axxcess Wealth Management, LLC | 0.01% | Reduce -22.6% | 9,182 | $602K |
| Middleton & Co. Inc. | 0.07% | No change | 9,151 | $600K |
| Willis Johnson & Associates, Inc. | 0.04% | New | 9,071 | $594K |
| Gibbs Wealth Management | 0.11% | Add +43.0% | 8,945 | $586K |
| Horan Securities, Inc. | 0.20% | Add +16.1% | 8,720 | $571K |
| Mather Group, Llc. | 0.01% | Add +11.6% | 8,643 | $566K |
| WealthPLAN Partners, LLC | 0.09% | Reduce -30.5% | 8,603 | $564K |
| Patriot Financial Group Insurance Agency, LLC | 0.06% | Reduce -20.3% | 8,536 | $559K |
| Smith Anglin Financial, LLC | 0.05% | Reduce -3.9% | 8,514 | $558K |
| Avidian Wealth Enterprises, LLC | 0.02% | Reduce -24.1% | 8,495 | $557K |
| Alesco Advisors, LLC, An ESL Co | 0.02% | New | 8,470 | $555K |
| Dynamic Advisor Solutions LLC | 0.02% | Add +60.2% | 8,301 | $544K |
| Crews Bank & Trust | 0.09% | No change | 8,275 | $542K |
| Wealthspire Advisors, LLC | 0.00% | New | 8,266 | $542K |
| Ancora Advisors LLC | 0.01% | Add +0.4% | 8,219 | $539K |
| Signet Financial Management, LLC | 0.07% | Add +3.4% | 8,175 | $536K |
| Stratos Investment Management, LLC | 0.02% | Reduce -32.7% | 8,162 | $535K |
| Tudor Investment Corporation | 0.00% | New | 8,032 | $526K |
| Strategic Blueprint, LLC | 0.03% | Reduce -22.2% | 8,004 | $524K |
| Geneos Wealth Management Inc. | 0.01% | Add +2535.6% | 7,986 | $523K |
| Diversify Wealth Management, LLC | 0.03% | Add +18.3% | 7,885 | $523K |
| MBE Wealth Management, LLC | 0.22% | New | 7,872 | $516K |
| Denver Wealth Management, Inc. | 0.21% | No change | 7,793 | $511K |
| Modera Wealth Management, LLC | 0.01% | New | 7,791 | $510K |
| Perigon Wealth Management, LLC | 0.01% | Add +82.1% | 7,781 | $510K |
| Advisors Capital Management, LLC | 0.01% | No change | 7,596 | $498K |
| Tactive Advisors, LLC | 0.16% | — | 7,528 | $493K |
| Signal Advisors Wealth, LLC | 0.04% | Add +70.5% | 7,434 | $487K |
| GWN Securities Inc. | 0.09% | Add +25.1% | 7,432 | $487K |
| Intrua Financial, LLC | 0.07% | Add +1.0% | 7,277 | $477K |
| Hamilton Capital, LLC | 0.03% | Reduce -6.0% | 7,176 | $470K |
| Global View Capital Management LLC | 0.15% | Reduce -70.1% | 7,154 | $469K |
| Alpha Financial Partners LLC | 0.33% | New | 7,040 | $461K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -1.8% | 7,029 | $461K |
| Etesian Wealth Advisors, Inc. | 0.17% | Reduce -14.5% | 7,023 | $460K |
| Clearview Wealth Advisors LLC | 0.32% | Reduce -26.6% | 7,019 | $460K |
| K2 Financial Inc. | 0.40% | New | 6,900 | $455K |
| Principal Securities, Inc. | 0.01% | Add +45.9% | 6,864 | $450K |
| WASHINGTON TRUST Co | 0.02% | Add +22.9% | 6,823 | $447K |
| Fiduciary Trust Co | 0.01% | Reduce -4.5% | 6,553 | $429K |
| Oceanside Advisors LLC | 0.28% | Reduce -15.3% | 6,492 | $425K |
| Modern Wealth Management, LLC | 0.01% | Add +70.5% | 6,485 | $425K |
| Florida Financial Advisors, LLC | 0.10% | Add +56.4% | 6,399 | $419K |
| Firethorn Wealth Partners, LLC | 0.18% | Reduce -19.7% | 6,312 | $414K |
| HBW Advisory Services LLC | 0.05% | Add +20.0% | 6,272 | $411K |
| Smartleaf Asset Management LLC | 0.04% | Add +1090.6% | 6,334 | $410K |
| Weil Company, Inc. | 0.11% | Reduce -24.4% | 6,248 | $409K |
| Regimen Wealth, LLC | 0.13% | Add +44.5% | 6,219 | $407K |
| Almanack Investment Partners, LLC. | 0.06% | New | 6,191 | $406K |
| Lee Financial Co | 0.06% | No change | 6,188 | $405K |
| Requisite Capital Management, LLC | 0.09% | Reduce -33.9% | 6,139 | $402K |
| Spectrum Planning & Advisory Services Inc. | 0.26% | Reduce -31.5% | 6,137 | $402K |
| Sound View Wealth Advisors Group, LLC | 0.03% | No change | 6,105 | $400K |
| Belpointe Asset Management LLC | 0.02% | Reduce -14.8% | 6,042 | $396K |
| Clear Creek Financial Management, LLC | 0.04% | Reduce -26.3% | 5,967 | $391K |
| Anchor Investment Management, LLC | 0.03% | No change | 5,949 | $390K |
| Beacon Financial Advisory LLC | 0.10% | Add +6.6% | 5,938 | $389K |
| Verdence Capital Advisors LLC | 0.03% | Reduce -19.8% | 5,857 | $384K |
| Redhawk Wealth Advisors, Inc. | 0.05% | Add +26.3% | 5,840 | $383K |
| Verus Capital Partners, LLC | 0.03% | New | 5,831 | $382K |
| Heritage Investors Management Corp. | 0.01% | Add +1.3% | 5,760 | $377K |
| Wealthcare Capital Partners, LLC | 0.19% | Reduce -28.1% | 5,717 | $375K |
| Hobbs Wealth Management, LLC | 0.35% | Reduce -20.0% | 5,594 | $367K |
| Comprehensive Money Management Services LLC | 0.28% | Add +30.4% | 5,579 | $366K |
| Sutton Place Investors LLC | 0.22% | Reduce -25.9% | 5,517 | $361K |
| McAdam, LLC | 0.02% | New | 5,511 | $361K |
| ShoreHaven Wealth Partners, LLC | 0.15% | No change | 5,450 | $357K |
| Appleton Partners Inc. | 0.03% | Reduce -3.7% | 5,420 | $355K |
| Concurrent Investment Advisors, LLC | 0.01% | New | 5,408 | $354K |
| Bristlecone Advisors, LLC | 0.03% | Add +44.4% | 5,400 | $354K |
| OMNI 360 Wealth, Inc. | 0.22% | Add +26.6% | 5,331 | $349K |
| HM Payson & Co. | 0.01% | No change | 5,250 | $344K |
| Centaurus Financial, Inc. | 0.02% | Add +6.1% | 5,185 | $340K |
| Elios Financial Group Inc. | 0.15% | New | 5,187 | $340K |
| Csenge Advisory Group | 0.02% | New | 5,155 | $336K |
| Blackston Financial Advisory Group, LLC | 0.21% | Reduce -5.9% | 5,127 | $336K |
| Selective Wealth Management, Inc. | 0.12% | Add +14.0% | 5,111 | $336K |
| Pineridge Advisors LLC | 0.12% | Add +0.6% | 5,059 | $331K |
| Essential Partners LLC | 0.13% | — | 5,000 | $328K |
| LexAurum Advisors, LLC | 0.05% | Add +4.6% | 4,996 | $327K |
| Capstone Financial Advisors, Inc. | 0.02% | New | 4,992 | $327K |
| XY Planning Network, Inc. | 0.11% | New | 4,990 | $327K |
| Spire Wealth Management | 0.01% | Reduce -5.6% | 4,987 | $327K |
| Hengehold Capital Management LLC | 0.03% | New | 4,948 | $324K |
| Vermillion Wealth Management, Inc. | 0.15% | Reduce -24.1% | 4,942 | $324K |
| Brookwood Investment Group LLC | 0.05% | New | 4,938 | $324K |
| Kaizen Financial Strategies | 0.16% | Reduce -2.9% | 4,928 | $323K |
| Catalina Capital Group, LLC | 0.22% | Reduce -18.2% | 4,865 | $319K |
| Triad Wealth Partners, LLC | 0.06% | New | 4,863 | $319K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -51.7% | 4,838 | $317K |
| MKT Advisors LLC | 0.13% | Reduce -25.3% | 4,782 | $316K |
| First Heartland Consultants, Inc. | 0.03% | Add +6.3% | 4,821 | $316K |
| Eldridge Investment Advisors, Inc. | 0.07% | Add +8.5% | 4,812 | $315K |
| RDA Financial Network | 0.08% | Reduce -22.4% | 4,788 | $314K |
| Ausdal Financial Partners, Inc. | 0.02% | Add +6.7% | 4,730 | $310K |
| Fullcircle Wealth LLC | 0.12% | Reduce -24.4% | 4,625 | $309K |
| Soundwatch Capital LLC | 0.05% | New | 2,841 | $309K |
| Savant Capital, LLC | 0.00% | New | 4,711 | $309K |
| Interchange Capital Partners, LLC | 0.07% | New | 4,706 | $308K |
| Sowell Financial Services LLC | 0.01% | Reduce -5.4% | 4,683 | $307K |
| Balefire, LLC | 0.07% | New | 4,650 | $305K |
| Boyce & Associates Wealth Consulting, Inc. | 0.28% | Add +8.9% | 4,623 | $303K |
| Access Investment Management LLC | 0.09% | — | 4,600 | $301K |
| AlTi Global, Inc. | 0.01% | No change | 4,518 | $296K |
| First National Trust Co | 0.01% | Add +5.0% | 4,490 | $294K |
| Arkadios Wealth Advisors | 0.01% | New | 4,455 | $292K |
| Gen-Wealth Partners Inc | 0.11% | Reduce -24.0% | 4,455 | $292K |
| Wedbush Securities Inc. | 0.01% | Add +31.8% | 4,442 | $291K |
| Emergent Wealth Advisors, LLC | 0.19% | Add +4.6% | 4,441 | $291K |
| Regions Financial Corp. | 0.00% | New | 4,386 | $287K |
| Mosaic Family Wealth Partners, LLC | 0.04% | New | 4,351 | $285K |
| N.E.W. Advisory Services LLC | 0.03% | Reduce -14.1% | 4,349 | $285K |
| Thoroughbred Financial Services, LLC | 0.02% | New | 4,286 | $280K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -26.4% | 4,245 | $278K |
| Net Worth Advisory Group | 0.06% | New | 4,214 | $276K |
| Greenleaf Trust | 0.00% | New | 4,204 | $275K |
| Peak Retirement Planning, Inc. | 0.11% | Reduce -95.0% | 4,184 | $274K |
| Able Wealth Management LLC | 0.14% | New | 4,146 | $272K |
| Private Trust Co. NA | 0.03% | Add +3.9% | 4,112 | $269K |
| Noesis Capital Mangement Corp. | 0.05% | No change | 4,044 | $265K |
| Valeo Financial Advisors, LLC | 0.01% | No change | 4,034 | $264K |
| Vontobel Holding Ltd. | 0.00% | New | 4,000 | $262K |
| Community Bank, N.A. | 0.03% | Reduce -5.8% | 3,991 | $261K |
| Entruity Wealth, LLC | 0.22% | No change | 3,987 | $261K |
| Bell Investment Advisors, Inc | 0.04% | No change | 3,985 | $261K |
| Investor's Fiduciary Advisor Network, LLC | 0.10% | Add +20.9% | 3,965 | $259K |
| Richards, Merrill & Peterson, Inc. | 0.12% | No change | 3,900 | $256K |
| Insigneo Advisory Services, LLC | 0.02% | New | 3,845 | $252K |
| Scott Marsh Financial, LLC | 0.09% | — | 3,841 | $252K |
| Wealthfront Advisers LLC | 0.00% | New | 3,837 | $251K |
| Paragon Advisors, LLC | 0.06% | No change | 3,738 | $245K |
| Woodmont Investment Counsel LLC | 0.02% | Add +1.0% | 3,734 | $245K |
| Betterment LLC | 0.00% | Reduce -67.3% | 3,685 | $241K |
| Oregon Pacific Wealth Management, LLC | 0.23% | Add +0.3% | 3,670 | $240K |
| WealthTrak Capital Management LLC | 0.20% | Reduce -15.7% | 3,618 | $237K |
| Prospera Financial Services Inc | 0.00% | New | 3,613 | $237K |
| Fisher Asset Management | 0.00% | New | 3,599 | $236K |
| Barnett & Company, Inc. | 0.18% | Reduce -0.3% | 3,560 | $233K |
| Silverlake Wealth Management LLC | 0.07% | New | 3,533 | $231K |
| International Private Wealth Advisors LLC | 0.20% | Reduce -35.7% | 3,498 | $229K |
| Semmax Financial Advisors Inc. | 0.06% | Reduce -22.2% | 3,353 | $226K |
| National Bank of Canada | 0.00% | Reduce -96.4% | 3,435 | $225K |
| CMC Financial Group | 0.51% | New | 3,427 | $225K |
| Tranquility Partners, LLC | 0.08% | No change | 3,383 | $222K |
| Manhattan West Asset Management, LLC | 0.05% | No change | 3,373 | $221K |
| Novem Group | 0.03% | New | 3,366 | $221K |
| Fulton Breakefield Broenniman LLC | 0.01% | No change | 3,285 | $215K |
| LongView Wealth Management | 0.06% | New | 3,267 | $214K |
| Professional Financial Advisors, LLC | 0.05% | New | 3,262 | $214K |
| Richardson Financial Services Inc. | 0.14% | Reduce -38.4% | 3,227 | $213K |
| Walleye Capital LLC | 0.00% | New | 3,200 | $210K |
| Capital Squared Financial LLC | 0.24% | — | 3,184 | $209K |
| Savvy Advisors, Inc. | 0.01% | New | 3,152 | $207K |
| Bank of Montreal | 0.00% | New | 3,172 | $205K |
| Per Stirling Capital Management, LLC. | 0.03% | Reduce -83.5% | 3,132 | $205K |
| Total Clarity Wealth Management, Inc. | 0.06% | New | 3,091 | $203K |
| IRON Financial LLC | 0.11% | New | 3,087 | $202K |
| Wealthgarden F.S. LLC | 0.17% | Reduce -14.7% | 3,095 | $202K |
| Stonebrook Private Inc. | 0.05% | New | 3,074 | $201K |
| Refined Wealth Management | 0.14% | New | 3,072 | $201K |
| Independent Advisor Alliance | 0.01% | New | 3,058 | $200K |
| Painted Porch Advisors LLC | 0.08% | No change | 3,057 | $200K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +2.6% | 2,955 | $194K |
| Birch Capital Management, LLC | 0.09% | No change | 2,740 | $180K |
| Salomon & Ludwin, LLC | 0.02% | Add +86.1% | 2,617 | $174K |
| Fortitude Family Office, LLC | 0.06% | New | 2,600 | $170K |
| WestEnd Advisors, LLC | 0.00% | Reduce -57.5% | 2,393 | $157K |
| Larson Financial Group LLC | 0.01% | Reduce -30.3% | 2,257 | $148K |
| Compass Financial Services Inc | 0.07% | Reduce -72.4% | 2,247 | $147K |
| Washington Trust Advisors, Inc. | 0.01% | Add +3.6% | 2,184 | $143K |
| Rosenberg Matthew Hamilton | 0.03% | Add +13.0% | 2,162 | $142K |
| Bfsg, LLC | 0.01% | No change | 1,877 | $123K |
| LGT Financial Advisors LLC | 0.31% | Add +0.2% | 1,855 | $122K |
| Parkside Financial Bank & Trust | 0.01% | No change | 1,664 | $109K |
| Maseco LLP | 0.00% | — | 1,570 | $103K |
| FWL Investment Management, LLC | 0.03% | Reduce -4.0% | 1,536 | $101K |
| Private Wealth Asset Management, LLC | 0.01% | No change | 1,400 | $92K |
| First Horizon Advisors, Inc. | 0.00% | Add +10.3% | 1,386 | $91K |
| GPS Wealth Strategies Group, LLC | 0.01% | No change | 1,350 | $88K |
| Trust Co. of Vermont | 0.00% | Add +101.1% | 1,263 | $83K |
| Glass Jacobson Investment Advisors llc | 0.03% | Reduce -15.3% | 1,211 | $79K |
| Strategic Wealth Partners, Ltd. | 0.01% | — | 1,135 | $74K |
| Northwest Capital Management Inc | 0.04% | No change | 1,022 | $67K |
| Barrett & Company, Inc. | 0.03% | No change | 1,020 | $67K |
| Glenmede Investment Management, LP | 0.00% | — | 1,000 | $66K |
| Highline Wealth Partners LLC | 0.02% | New | 985 | $65K |
| NBT Bank, N.A. | 0.00% | Add +0.6% | 913 | $60K |
| First Community Trust NA | 0.05% | Add +0.3% | 874 | $57K |
| Key Financial Inc | 0.01% | No change | 837 | $55K |
| Rothschild Investment LLC | 0.00% | No change | 825 | $54K |
| Bulwark Capital Corp | 0.04% | — | 671 | $44K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 662 | $43K |
| Colonial Trust Co / SC | 0.01% | Reduce -26.4% | 660 | $43K |
| IAG Wealth Partners, LLC | 0.01% | No change | 617 | $40K |
| Financial Management Professionals, Inc. | 0.00% | Add +41.7% | 595 | $39K |
| Beacon Capital Management, LLC | 0.01% | New | 581 | $38K |
| Lanark Financial, Inc. | 0.00% | Add +1022.0% | 561 | $36K |
| Mid-American Wealth Advisory Group, Inc. | 0.01% | New | 476 | $31K |
| GAMMA Investing LLC | 0.00% | No change | 476 | $31K |
| Atlantic Union Bankshares Corp | 0.00% | New | 473 | $31K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -90.7% | 467 | $31K |
| WPG Advisers, LLC | 0.03% | New | 453 | $30K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 449 | $29K |
| ORG Partners LLC | 0.01% | New | 418 | $28K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -61.6% | 419 | $27K |
| Bokf, NA | 0.00% | New | 400 | $26K |
| GeoWealth Management, LLC | 0.00% | Reduce -99.4% | 325 | $21K |
| Evolution Wealth Management Inc. | 0.03% | — | 316 | $21K |
| Brooklyn Investment Group | 0.00% | New | 315 | $21K |
| Costello Asset Management, INC | 0.01% | No change | 304 | $20K |
| Groupe la Francaise | 0.00% | New | 300 | $20K |
| TD Capital Management LLC | 0.00% | No change | 271 | $18K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 236 | $15K |
| Park Square Financial Group, LLC | 0.01% | Add +9.3% | 234 | $15K |
| Main Street Group, LTD | 0.01% | No change | 227 | $15K |
| Financial Perspectives, Inc | 0.00% | No change | 217 | $14K |
| Arax Advisory Partners | 0.00% | New | 215 | $14K |
| Quest 10 Wealth Builders, Inc. | 0.01% | Reduce -5.7% | 214 | $14K |
| Salem Investment Counselors Inc. | 0.00% | No change | 200 | $13K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | Reduce -37.2% | 169 | $11K |
| Cape Investment Advisory, Inc. | 0.00% | Add +68.0% | 168 | $11K |
| Archer Investment Corp | 0.00% | No change | 155 | $10K |
| Minot DeBlois Advisors LLC | 0.01% | No change | 150 | $10K |
| Deane Retirement Strategies, Inc. | 0.00% | Reduce -9.8% | 148 | $10K |
| Bartlett & Co. Wealth Management LLC | 0.00% | New | 148 | $10K |
| Pacifica Partners Inc. | 0.00% | No change | 140 | $9K |
| Vermillion & White Wealth Management Group, LLC | 0.01% | No change | 130 | $9K |
| Accredited Wealth Management, LLC | 0.01% | New | 125 | $8K |
| Signaturefd, LLC | 0.00% | No change | 125 | $8K |
| Gould Capital, LLC | 0.00% | New | 108 | $7K |
| Hantz Financial Services, Inc. | 0.00% | New | 100 | $7K |
| AdvisorNet Financial, Inc | 0.00% | No change | 104 | $7K |
| Whittier Trust Co. | 0.00% | No change | 101 | $7K |
| Innovative Advisory Group, LLC | 0.01% | No change | 100 | $7K |
| Kiker Wealth Management, LLC | 0.00% | Reduce -80.0% | 100 | $7K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 97 | $6K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 90 | $6K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -88.0% | 98 | $5K |
| First Financial Corp. | 0.00% | No change | 76 | $5K |
| High Note Wealth, LLC | 0.00% | No change | 70 | $5K |
| Valued Wealth Advisors LLC | 0.00% | No change | 61 | $4K |
| Moser Wealth Advisors, LLC | 0.00% | New | 53 | $3K |
| Creekmur Asset Management LLC | 0.00% | No change | 50 | $3K |
| Capital A Wealth Management, LLC | 0.04% | Reduce -99.8% | 80 | $3K |
| Whipplewood Advisors, LLC | 0.00% | New | 47 | $3K |
| Ogorek Anthony Joseph /NY/ | 0.00% | No change | 49 | $3K |
| Clarity Asset Management, Inc. | 0.00% | New | 45 | $3K |
| American Capital Advisory, LLC | 0.00% | No change | 44 | $3K |
| Toth Financial Advisory Corp. | 0.00% | No change | 43 | $3K |
| Webster Bank, N. A. | 0.00% | Reduce -84.6% | 32 | $2K |
| Bogart Wealth, LLC | 0.00% | Reduce -83.8% | 31 | $2K |
| Citigroup Inc. | 0.00% | Add +6.9% | 31 | $2K |
| Briaud Financial Planning Inc | 0.00% | No change | 31 | $2K |
| Hillsdale Investment Management Inc. | 0.00% | Add +3.7% | 28 | $2K |
| Oliver Lagore Vanvalin Investment Group | 0.00% | — | 29 | $2K |
| Nemes Rush Group LLC | 0.00% | No change | 25 | $2K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 23 | $2K |
| SouthState Bank Corp | 0.00% | New | 23 | $2K |
| Tompkins Financial Corp. | 0.00% | Add +100.0% | 20 | $1K |
| Covestor Ltd | 0.00% | No change | 20 | $1K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 11 | $721 |
| Tower Research Capital LLC (TRC) | 0.00% | New | 9 | $590 |
| Redwood Park Advisors LLC | 0.00% | No change | 5 | $328 |
| Rossby Financial, LCC | 0.00% | Reduce -80.8% | 5 | $328 |
| Creative Capital Management Investments LLC | 0.00% | No change | 4 | $262 |
| Eukles Asset Management | 0.00% | New | 3 | $197 |
| Russell Investments Group, Ltd. | 0.00% | New | 1 | $66 |
| Morton Brown Family Wealth, LLC | 0.00% | No change | 1 | $66 |
"% of holder's portfolio" is GLDM's weight in each manager's 13F, not the share of SPDR Gold Minishares Trust the manager owns.