SPDR Gold Minishares TrustGLDMETF
13F holders, Q3 2025 (September 30)750holders +51
113new positions
42sold out
7famous investors
$76.41avg. 13F price*
At the end of Q3 2025, 750 institutions reported holding SPDR Gold Minishares Trust (GLDM) in their 13F filings, up 51 from Q2 2025. 113 opened new positions and 42 sold out. The largest holders were Sumitomo Mitsui Trust Group, Inc. ($1.4B), Morgan Stanley ($658.9M) and Bank of America Corp. ($563.2M). 7 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 Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).
- Company
- SPDR Gold Minishares Trust
- Filed as
- WORLD GOLD TR (Q3 2025)
- CUSIP
- 98149E303
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 113 | $261.9M |
| Exits | 42 | $177.4M |
All 13F filers, Q2 2025 → Q3 2025: 21,769,468 shares bought and 6,358,849 shares sold, net +15,410,619 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 750 holders
| Sumitomo Mitsui Trust Group, Inc. | 0.81% | Add +26.6% | 18,477,937 | $1.4B |
| Morgan Stanley | 0.04% | Add +8.7% | 8,618,409 | $658.9M |
| Bank of America Corp. | 0.04% | Add +28.6% | 7,367,296 | $563.2M |
| Evoke Wealth, LLC | 11.56% | Add +3.1% | 7,251,662 | $554.4M |
| Empower Advisory Group, LLC | 1.20% | Add +10.3% | 5,655,394 | $432.4M |
| Wells Fargo & Company | 0.08% | Add +17.9% | 5,128,107 | $392.0M |
| Asset Management One Co., Ltd. | 0.76% | Reduce -15.7% | 3,417,965 | $261.3M |
| Cassaday & Co Wealth Management LLC | 6.01% | Add +0.0% | 3,407,765 | $260.5M |
| UBS Group AG | 0.05% | Add +8.5% | 3,315,804 | $253.5M |
| LPL Financial LLC | 0.07% | Add +13.9% | 3,021,531 | $231.0M |
| State Street Corp. | 0.01% | Add +0.3% | 2,702,828 | $206.6M |
| 3EDGE Asset Management, LP | 11.65% | Add +22.1% | 2,700,196 | $206.4M |
| Ameriprise Financial Inc. | 0.05% | Add +9.8% | 2,667,185 | $203.9M |
| Principal Financial Group Inc. | 0.10% | Reduce -20.1% | 2,539,966 | $194.2M |
| Evergreen Quality Fund GP, Ltd. | 3.75% | Add +45.5% | 2,212,715 | $169.2M |
| Osaic Holdings, Inc. | 0.21% | Add +466.1% | 2,007,616 | $147.3M |
| Stifel Financial Corp. | 0.13% | Add +5.3% | 1,843,134 | $140.9M |
| Mizuho Bank, Ltd. | 15.29% | New | 1,802,000 | $137.8M |
| Resona Asset Management Co.,Ltd. | 0.63% | Add +34.3% | 1,739,000 | $131.9M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 1.02% | Add +7.6% | 1,652,710 | $126.3M |
| JPMorgan Chase & Co. | 0.01% | Add +23.2% | 1,514,666 | $115.8M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.18% | Add +7.9% | 1,450,190 | $110.9M |
| Strategic Financial Services, Inc. | 5.36% | Add +0.6% | 1,397,914 | $106.9M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +3.1% | 1,390,614 | $106.3M |
| Royal Bank of Canada | 0.02% | Add +24.4% | 1,342,697 | $102.6M |
| HighTower Advisors, LLC | 0.11% | Add +5.4% | 1,318,172 | $100.8M |
| Sei Investments Co. | 0.11% | Add +10.0% | 1,299,889 | $99.4M |
| Hollow Brook Wealth Management LLC | 22.58% | Add +3.1% | 1,248,201 | $95.4M |
| Cerity Partners LLC | 0.15% | Add +12.8% | 1,203,258 | $92.0M |
| Envestnet Asset Management Inc. | 0.03% | Add +21.9% | 1,176,777 | $90.0M |
| Benjamin Edwards Inc. | 0.98% | Add +3.7% | 1,129,521 | $86.4M |
| Tidal Investments LLC | 0.35% | Add +13.4% | 1,074,102 | $82.1M |
| Cohen & Steers, Inc. | 0.14% | Reduce -4.6% | 1,008,438 | $77.1M |
| Gradient Investments LLC | 1.27% | Add +7.6% | 992,839 | $75.9M |
| Private Advisor Group, LLC | 0.34% | Reduce -6.9% | 914,495 | $69.9M |
| Raymond James Financial Inc. | 0.02% | Add +17.6% | 894,081 | $68.4M |
| Great Valley Advisor Group, Inc. | 1.36% | Add +5.0% | 889,714 | $68.0M |
| Bank of New York Mellon Corp | 0.01% | Reduce -18.1% | 820,784 | $62.7M |
| Cwm, LLC | 0.18% | Add +508.4% | 781,531 | $59.7M |
| US Bancorp \de | 0.07% | Add +23.8% | 737,533 | $56.4M |
| Greenline Partners, LLC | 6.84% | Reduce -16.6% | 736,637 | $56.3M |
| Equitable Holdings, Inc. | 0.41% | Add +14.3% | 735,355 | $56.2M |
| Rockefeller Capital Management L.P. | 0.11% | Add +17.3% | 724,725 | $55.4M |
| Capitolis Liquid Global Markets LLC | 0.44% | Add +1.9% | 720,600 | $55.1M |
| Van Eck Associates Corp. | 0.05% | No change | 671,036 | $51.3M |
| Parcion Private Wealth LLC | 3.17% | Add +0.3% | 664,615 | $50.8M |
| Nepc LLC | 1.24% | Reduce -11.2% | 614,865 | $47.0M |
| American Investment Services, Inc. | 10.35% | Reduce -2.2% | 563,355 | $43.1M |
| Cresset Asset Management, LLC | 0.19% | Add +21.8% | 557,152 | $42.6M |
| Cambridge Investment Research Advisors, Inc. | 0.12% | Add +17.9% | 555,444 | $42.5M |
| Manufacturers Life Insurance Company, The | 0.04% | Add +0.2% | 554,924 | $42.4M |
| Fullerton Fund Management Co Ltd. | 1.64% | Reduce -21.3% | 554,153 | $42.4M |
| Capital Planning Advisors, LLC | 5.75% | Reduce -0.5% | 547,323 | $41.8M |
| Farther Finance Advisors, LLC | 0.63% | Add +5.5% | 541,467 | $41.4M |
| MBL Wealth, LLC | 3.45% | Add +1.3% | 516,830 | $39.5M |
| Diversify Advisory Services, LLC | 1.29% | Add +3.1% | 484,161 | $38.4M |
| SBI Securities Co., Ltd. | 0.98% | Add +30.1% | 499,243 | $38.2M |
| Confluence Investment Management LLC | 0.53% | Reduce -7.1% | 488,393 | $37.3M |
| Cetera Investment Advisers | 0.04% | Add +46.6% | 476,389 | $36.4M |
| Main Street Research LLC | 1.93% | Add +4.1% | 466,864 | $35.7M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.92% | Reduce -0.3% | 466,647 | $35.7M |
| Tradewinds Capital Management, LLC | 7.96% | Add +0.6% | 463,681 | $35.4M |
| Nissay Asset Management Corp. /Japan | 0.19% | Add +49.6% | 446,941 | $34.2M |
| Bluespring Wealth Management, LLC | 2.91% | Reduce -2.4% | 437,944 | $33.5M |
| Bangor Savings Bank | 2.78% | Add +2.7% | 436,528 | $33.4M |
| Sentinel Pension Advisors, LLC | 4.73% | Reduce -12.2% | 386,642 | $29.6M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +4.8% | 369,561 | $28.3M |
| Mission Creek Capital Partners, Inc. | 5.57% | Reduce -1.0% | 368,794 | $28.2M |
| Baird Financial Group, Inc. | 0.04% | Add +2.7% | 359,488 | $27.5M |
| Evernest Financial Advisors, LLC | 7.68% | Reduce -9.6% | 358,715 | $27.4M |
| Corient Private Wealth LP | 0.04% | Add +8.3% | 341,919 | $26.1M |
| Mariner, LLC | 0.03% | Add +29.6% | 331,050 | $25.3M |
| Quadrature Capital Ltd | 0.30% | Reduce -45.2% | 329,436 | $25.2M |
| Assetmark, Inc. | 0.05% | Reduce -4.7% | 322,731 | $24.7M |
| Commonwealth Equity Services, LLC | 0.03% | Add +51.7% | 298,625 | $22.8M |
| Austin Wealth Management, LLC | 3.53% | Add +2.9% | 276,759 | $22.5M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Add +26.7% | 282,645 | $22.3M |
| McMorgan & Co. LLC | 3.14% | Reduce -6.9% | 266,857 | $20.4M |
| Brandywine Oak Private Wealth LLC | 1.71% | Reduce -6.7% | 257,933 | $19.7M |
| NavPoint Financial, Inc. | 10.17% | Reduce -1.1% | 253,560 | $19.4M |
| Evercore Wealth Management, LLC | 0.28% | Add +132.2% | 251,757 | $19.2M |
| Composition Wealth, LLC | 0.29% | Reduce -2.8% | 251,640 | $19.2M |
| Peak Financial Advisors LLC | 9.15% | Add +0.2% | 249,333 | $19.1M |
| MML Investors Services, LLC | 0.05% | Add +20.0% | 248,182 | $19.0M |
| Mirae Asset Global Investments Co., Ltd. | 0.06% | Add +12.0% | 247,700 | $18.9M |
| Continuum Wealth Advisors, LLC | 7.99% | Add +7.8% | 245,215 | $18.7M |
| AE Wealth Management LLC | 0.12% | Add +42.4% | 241,337 | $18.5M |
| Penserra Capital Management LLC | 0.22% | Add +21.6% | 236,985 | $18.1M |
| Piedmont Capital Management, LLC | 9.56% | Reduce -0.1% | 236,351 | $18.1M |
| Timber Creek Capital Management LLC | 4.14% | Reduce -0.6% | 224,139 | $17.1M |
| Nottingham Advisors, Inc. | 2.36% | Add +4.5% | 222,584 | $17.0M |
| Deutsche Bank AG | 0.01% | Reduce -7.5% | 220,100 | $16.8M |
| Renaissance Technologies | 0.02% | New | 211,900 | $16.2M |
| &partners | 0.10% | Add +3.3% | 211,523 | $16.2M |
| CoreCap Advisors, LLC | 0.58% | Add +0.7% | 208,888 | $16.0M |
| Altfest L J & Co. Inc. | 1.77% | Add +6.3% | 207,388 | $15.9M |
| Bank of Nova Scotia | 0.03% | Reduce -48.9% | 204,600 | $15.6M |
| Medici Capital LLC | 11.60% | No change | 204,026 | $15.6M |
| Stratos Wealth Partners, LTD. | 0.19% | Add +33.6% | 203,922 | $15.6M |
| Warren Street Wealth Advisors, LLC | 4.54% | Reduce -18.5% | 198,129 | $15.1M |
| Gould Asset Management LLC | 2.78% | Reduce -16.9% | 196,091 | $15.0M |
| NewEdge Advisors, LLC | 0.07% | Add +26.8% | 193,522 | $14.8M |
| Encompass More Asset Management | 2.84% | Reduce -10.0% | 193,020 | $14.8M |
| China Universal Asset Management Co., Ltd. | 1.20% | No change | 189,200 | $14.5M |
| Harbor Investment Advisory, LLC | 1.13% | Reduce -2.3% | 179,260 | $13.7M |
| CFS Investment Advisory Services, LLC | 1.01% | Add +39.3% | 167,678 | $13.6M |
| Alaska Permanent Fund Corp | 0.81% | No change | 171,000 | $13.5M |
| Sage Private Wealth Group, LLC | 7.25% | Reduce -3.0% | 170,626 | $13.0M |
| Avid Wealth Partners LLC | 6.30% | Add +6.0% | 165,878 | $12.7M |
| Quent Capital, LLC | 1.05% | Add +11.7% | 164,228 | $12.6M |
| LWM Advisory Services, LLC | 7.20% | Reduce -37.7% | 161,495 | $12.3M |
| Citadel Advisors | 0.01% | Add +208.4% | 159,879 | $12.2M |
| Wealthcare Advisory Partners LLC | 0.25% | Add +194.4% | 158,628 | $12.1M |
| IHT Wealth Management, LLC | 0.31% | Add +452.9% | 157,768 | $12.1M |
| New Perspectives, Inc | 5.40% | Add +1.7% | 157,803 | $12.1M |
| Austin Private Wealth, LLC | 0.92% | Add +41.9% | 155,603 | $11.9M |
| Truist Financial Corp. | 0.02% | Add +18.5% | 153,999 | $11.8M |
| Buck Wealth Strategies, LLC | 1.60% | Add +9.1% | 152,647 | $11.7M |
| Kestra Advisory Services, LLC | 0.05% | Add +4.6% | 152,520 | $11.7M |
| R. W. Roge & Company, Inc. | 5.71% | Add +4.5% | 145,566 | $11.1M |
| Plum Street Advisors, LLC | 4.18% | New | 141,493 | $10.8M |
| Synovus Financial Corp. | 0.12% | Add +3.8% | 139,845 | $10.7M |
| Sterling Investment Advisors, Ltd. | 2.03% | Reduce -0.2% | 136,425 | $10.4M |
| Wealth Advisory Solutions, LLC | 2.51% | Add +3.7% | 135,802 | $10.4M |
| Cardinal Strategic Wealth Guidance | 2.77% | Add +6.7% | 134,792 | $10.3M |
| Retirement Income Solutions, Inc. | 1.75% | Reduce -1.2% | 133,593 | $10.2M |
| Accretive Wealth Partners, LLC | 3.04% | Add +2.7% | 130,421 | $10.0M |
| Journey Strategic Wealth LLC | 0.28% | Add +4.4% | 129,129 | $9.9M |
| Ameritas Advisory Services, LLC | 0.63% | Add +200.4% | 126,691 | $9.7M |
| Clark Capital Management Group, Inc. | 0.06% | Add +22.7% | 121,808 | $9.3M |
| Hudson Capital Management LLC | 2.55% | Reduce -4.4% | 121,660 | $9.3M |
| Stratos Wealth Advisors, LLC | 0.44% | Reduce -0.9% | 120,546 | $9.2M |
| Chatham Capital Group, Inc. | 1.32% | Add +0.8% | 120,341 | $9.2M |
| StoneX Group Inc. | 0.39% | New | 117,442 | $9.0M |
| Horst & Graben Wealth Management LLC | 1.34% | Add +54.0% | 114,645 | $8.8M |
| AIFG Consultants Ltd. | 15.42% | Reduce -11.3% | 114,374 | $8.7M |
| Walkner Condon Financial Advisors LLC | 1.36% | Add +16.6% | 112,613 | $8.6M |
| Oppenheimer & Co. Inc. | 0.10% | New | 111,989 | $8.6M |
| Kayne Anderson Rudnick Investment Management LLC | 0.02% | Add +36.8% | 112,387 | $8.5M |
| Avos Capital Management, LLC | 3.95% | Add +14.9% | 110,641 | $8.5M |
| Copley Financial Group, Inc. | 5.68% | Reduce -8.4% | 108,563 | $8.3M |
| Lido Advisors, LLC | 0.03% | Add +103.1% | 107,195 | $8.2M |
| Managed Asset Portfolios, LLC | 1.01% | Reduce -1.2% | 107,016 | $8.2M |
| Abound Financial, LLC | 3.23% | Reduce -11.1% | 105,603 | $8.1M |
| Park Avenue Securities LLC | 0.06% | Add +49.5% | 105,572 | $8.1M |
| AMJ Financial Wealth Management | 1.95% | Reduce -3.6% | 105,484 | $8.1M |
| Versant Capital Management, Inc | 1.10% | Reduce -9.5% | 105,386 | $8.1M |
| Avior Wealth Management, LLC | 0.26% | Reduce -1.0% | 104,702 | $8.0M |
| Zhang Financial LLC | 0.32% | Reduce -0.4% | 104,513 | $8.0M |
| Financial Enhancement Group LLC | 1.04% | Reduce -10.9% | 96,581 | $7.7M |
| Main Street Financial Solutions, LLC | 0.49% | Add +10.8% | 100,658 | $7.7M |
| Quantum Financial Advisors, LLC | 0.93% | Add +10.6% | 100,325 | $7.7M |
| Purus Wealth Management, LLC | 2.43% | Add +3.4% | 99,500 | $7.6M |
| Portside Wealth Group, LLC | 1.04% | Add +33.2% | 97,867 | $7.5M |
| Transamerica Financial Advisors, LLC | 0.62% | Add +5.6% | 97,126 | $7.4M |
| Fiducient Advisors LLC | 0.86% | No change | 96,619 | $7.4M |
| Physician Wealth Advisors, Inc. | 1.05% | Add +62.6% | 96,407 | $7.4M |
| PFG Advisors | 0.30% | Reduce -11.7% | 96,120 | $7.3M |
| Tidemark, LLC | 2.14% | Add +31.8% | 95,927 | $7.3M |
| Beaumont Financial Advisors, LLC | 0.49% | Reduce -4.4% | 95,583 | $7.3M |
| PFG Private Wealth Management, LLC | 3.22% | New | 94,431 | $7.2M |
| Integrity Wealth Solutions LLC | 3.22% | Reduce -0.9% | 94,431 | $7.2M |
| One Wealth Advisors, LLC | 0.89% | Add +59.4% | 92,623 | $7.1M |
| CreativeOne Wealth, LLC | 0.17% | Add +9.4% | 91,498 | $7.0M |
| Baker Tilly Wealth Management, LLC | 1.58% | Add +14.5% | 91,476 | $7.0M |
| Detalus Advisors, LLC | 1.80% | Add +34.0% | 91,003 | $7.0M |
| Lodestar Private Asset Management LLC | 0.72% | Add +8.9% | 90,591 | $6.9M |
| Archford Capital Strategies, LLC | 0.81% | Reduce -13.6% | 89,143 | $6.8M |
| Element Pointe Advisors, LLC | 1.45% | New | 88,709 | $6.8M |
| Flagship Harbor Advisors, LLC | 0.30% | Add +682.8% | 88,707 | $6.8M |
| Stapp Wealth Management, PLLC | 9.02% | Reduce -0.6% | 87,847 | $6.7M |
| Courier Capital LLC | 0.38% | Add +5.2% | 87,139 | $6.7M |
| Team Financial Group, LLC | 3.05% | Reduce -3.3% | 86,033 | $6.6M |
| Janney Montgomery Scott LLC | 0.02% | Add +15.1% | 84,478 | $6.5M |
| Glenview Trust Co | 0.10% | Add +1.0% | 84,100 | $6.4M |
| Bright Financial Advisors, Inc. | 3.10% | Add +19.6% | 82,834 | $6.3M |
| Cedar Point Capital Partners, LLC | 4.06% | Add +0.8% | 81,014 | $6.2M |
| JNBA Financial Advisors | 0.56% | Reduce -10.6% | 80,364 | $6.1M |
| Upper Left Wealth Management, LLC | 3.78% | Reduce -2.7% | 78,811 | $6.0M |
| Certior Financial Group, LLC | 4.09% | Add +19.8% | 78,772 | $6.0M |
| Aptus Capital Advisors, LLC | 0.05% | Add +2.2% | 78,374 | $6.0M |
| Financial Life Advisors | 1.87% | Add +4.8% | 76,294 | $5.8M |
| Financial Guidance Group, Inc. | 2.61% | Add +1.4% | 76,222 | $5.8M |
| Comerica Bank | 0.02% | Add +0.9% | 75,340 | $5.8M |
| Bush Investment Group, LLC | 3.31% | Add +42.9% | 73,182 | $5.6M |
| Cabot Wealth Management Inc. | 0.61% | Add +3.2% | 72,196 | $5.5M |
| KWB Wealth | 0.61% | Add +8.1% | 83,878 | $5.5M |
| TD Waterhouse Canada Inc. | 0.04% | Reduce -12.4% | 70,554 | $5.4M |
| Integrated Advisors Network LLC | 0.23% | Add +5.7% | 70,188 | $5.4M |
| Essex Financial Services, Inc. | 0.32% | Add +39.4% | 69,613 | $5.3M |
| Lynx Investment Advisory | 3.18% | Add +5.1% | 69,428 | $5.3M |
| Forvis Mazars Wealth Advisors, LLC | 0.10% | Reduce -1.8% | 68,851 | $5.3M |
| Seven Post Investment Office LP | 1.90% | No change | 68,825 | $5.3M |
| Fortis Advisors, LLC | 2.95% | Reduce -16.4% | 67,611 | $5.2M |
| Inspirion Wealth Advisors, LLC | 0.72% | Reduce -5.0% | 98,375 | $5.1M |
| Royal Harbor Partners, LLC | 1.74% | Add +4.1% | 67,011 | $5.1M |
| Segment Wealth Management, LLC | 0.30% | Add +0.4% | 66,528 | $5.1M |
| AQR Capital Management | 0.00% | Add +155.3% | 66,025 | $5.0M |
| Beacon Pointe Advisors, LLC | 0.04% | Add +96.5% | 65,633 | $5.0M |
| Foundations Investment Advisors, LLC | 0.07% | Add +9.3% | 65,110 | $5.0M |
| Entrewealth, LLC | 2.55% | Add +12.7% | 64,811 | $5.0M |
| Marble Harbor Investment Counsel, LLC | 0.51% | Reduce -3.5% | 64,050 | $4.9M |
| Kestra Private Wealth Services, LLC | 0.06% | Add +6.7% | 64,009 | $4.9M |
| Advisory Services Network, LLC | 0.07% | Add +16.7% | 63,927 | $4.9M |
| Catalyst Capital Advisors LLC | 0.10% | Reduce -4.7% | 63,400 | $4.8M |
| Beckerman Institutional, LLC | 2.84% | Reduce -1.3% | 63,111 | $4.8M |
| NDVR, Inc. | 4.00% | No change | 62,736 | $4.8M |
| Brookstone Capital Management | 0.06% | Reduce -38.3% | 62,365 | $4.8M |
| Compass Wealth Management, LLC | 2.09% | Add +4.8% | 61,779 | $4.7M |
| Prime Capital Investment Advisors, LLC | 0.06% | Reduce -2.5% | 60,406 | $4.6M |
| Stansberry Asset Management, LLC | 0.49% | Add +12.1% | 60,399 | $4.6M |
| Reyes Financial Architecture, Inc. | 3.12% | New | 60,141 | $4.6M |
| Baker Ellis Asset Management LLC | 0.56% | Add +5.0% | 59,880 | $4.6M |
| Kraematon Investment Advisors, Inc. | 3.90% | Add +0.7% | 59,617 | $4.6M |
| Apella Capital, LLC | 0.10% | Add +7.5% | 53,236 | $4.5M |
| Integrity Alliance, Llc. | 0.21% | Add +18.4% | 59,248 | $4.5M |
| Joseph Group Capital Management | 1.28% | Reduce -2.0% | 59,195 | $4.5M |
| Scotia Capital Inc. | 0.02% | Reduce -3.0% | 58,298 | $4.5M |
| Penobscot Wealth Management | 1.42% | Add +7.1% | 57,767 | $4.4M |
| Harbour Investments, Inc. | 0.10% | Add +6.0% | 57,731 | $4.4M |
| Arete Wealth Advisors, LLC | 0.27% | Add +23.9% | 57,034 | $4.4M |
| Richard P Slaughter Associates Inc | 0.94% | New | 56,847 | $4.3M |
| Alliancebernstein L.P. | 0.00% | New | 56,220 | $4.3M |
| Compass Ion Advisors, LLC | 0.41% | Add +10.3% | 56,100 | $4.3M |
| Rwa Wealth Partners, LLC | 0.05% | Reduce -5.8% | 56,080 | $4.3M |
| Atria Investments, Inc | 0.05% | Reduce -25.8% | 55,857 | $4.3M |
| American Trust | 0.36% | New | 55,800 | $4.3M |
| Pitcairn Co. | 0.34% | Add +57.4% | 55,539 | $4.2M |
| Jones Financial Companies LLLP | 0.00% | Add +21.0% | 56,842 | $4.2M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -2.7% | 55,414 | $4.2M |
| Moneco Advisors, LLC | 0.35% | Add +8.4% | 54,637 | $4.2M |
| Nomura Asset Management Co. Ltd. | 0.01% | Add +57.5% | 53,400 | $4.1M |
| Merit Financial Group, LLC | 0.04% | Add +14.3% | 53,195 | $4.1M |
| Hobbs Group Advisors, LLC | 1.27% | Reduce -7.2% | 53,171 | $4.1M |
| Franklin Resources Inc. | 0.00% | Add +10.2% | 52,083 | $4.0M |
| McNaughton Wealth Management, LLC | 1.67% | Add +40.1% | 51,857 | $4.0M |
| Brown Brothers Harriman & Co. | 0.02% | Reduce -2.2% | 50,347 | $3.8M |
| Patten Group, Inc. | 0.73% | Add +46.6% | 49,386 | $3.8M |
| AMG National Trust Bank | 0.09% | Add +87.3% | 49,163 | $3.8M |
| Hutchinson Financial Advisors, INC | 3.66% | Add +134.4% | 48,768 | $3.7M |
| Choreo, LLC | 0.05% | Reduce -0.1% | 48,032 | $3.7M |
| Thrive Capital Management, LLC | 0.95% | Add +14.4% | 48,003 | $3.7M |
| CI Investments Inc. | 0.01% | No change | 47,534 | $3.6M |
| Tennessee Valley Asset Management Partners | 0.49% | Add +1.1% | 47,507 | $3.6M |
| Global Retirement Partners, LLC | 0.08% | Add +14.4% | 47,412 | $3.6M |
| Bridgewater Advisors Inc. | 0.25% | Reduce -0.1% | 45,958 | $3.6M |
| Global Wealth Management Investment Advisory, Inc. | 0.59% | Add +4.7% | 46,394 | $3.5M |
| American National Bank of Texas | 3.29% | — | 45,688 | $3.5M |
| Mayflower Financial Advisors, LLC | 0.44% | Add +53.1% | 45,518 | $3.5M |
| Creative Planning | 0.00% | Add +2.4% | 44,576 | $3.4M |
| Paul R. Ried Financial Group, LLC | 1.72% | Reduce -5.3% | 44,465 | $3.4M |
| Vertex Planning Partners, LLC | 0.65% | Add +88.9% | 44,138 | $3.4M |
| Shira Ridge Wealth Management | 1.41% | Add +7.6% | 43,588 | $3.3M |
| Marex Group Ltd | 0.04% | New | 42,942 | $3.3M |
| KPP Advisory Services LLC | 0.48% | Add +13.8% | 42,548 | $3.3M |
| Horizon Financial Services, LLC | 1.55% | Reduce -0.9% | 42,448 | $3.2M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +5.7% | 42,132 | $3.2M |
| Mutual Advisors, LLC | 0.07% | Add +136.0% | 38,928 | $3.2M |
| Mills Wealth Advisors LLC | 1.29% | Add +0.7% | 41,402 | $3.2M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +8.4% | 41,373 | $3.2M |
| Relyea Zuckerberg Hanson LLC | 0.33% | Add +65.2% | 41,088 | $3.1M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -81.2% | 39,992 | $3.1M |
| Valmark Advisers, Inc. | 0.04% | Add +34.6% | 39,732 | $3.0M |
| Matrix Trust Co | 0.46% | Add +7.3% | 38,832 | $3.0M |
| Synergy Asset Management, LLC | 0.10% | Add +100.0% | 44,038 | $2.9M |
| WBH Advisory Inc. | 0.22% | Add +2.8% | 37,505 | $2.9M |
| Clear Harbor Asset Management, LLC | 0.20% | New | 37,447 | $2.9M |
| Public Employees Retirement System of Ohio | 0.01% | No change | 37,200 | $2.8M |
| Ashton Thomas Private Wealth, LLC | 0.07% | Add +29.1% | 36,703 | $2.8M |
| New England Private Wealth Advisors LLC | 0.37% | Add +60.5% | 36,683 | $2.8M |
| Legacy Capital Wealth Partners, LLC | 0.61% | Add +10.6% | 36,425 | $2.8M |
| Milestones Private Investment Advisors LLC | 1.89% | Add +6.9% | 36,163 | $2.8M |
| WFA of San Diego, LLC | 1.82% | Add +1.2% | 34,833 | $2.7M |
| Sovran Advisors, LLC | 0.23% | Add +11.4% | 33,301 | $2.7M |
| IFP Advisors, Inc | 0.07% | Add +11.2% | 34,155 | $2.6M |
| Gotham Asset Management | 0.01% | New | 34,057 | $2.6M |
| BlackDiamond Wealth Management, LLC | 1.39% | Add +12.9% | 33,267 | $2.5M |
| Mission Wealth Management, LP | 0.05% | New | 33,209 | $2.5M |
| Maia Wealth LLC | 0.42% | Add +56.7% | 30,314 | $2.5M |
| Flow Traders U.S. LLC | 0.10% | New | 32,152 | $2.5M |
| Genesis Wealth Advisors, LLC | 1.71% | Add +1.7% | 31,719 | $2.4M |
| Independent Financial Group, LLC | 0.06% | Add +26.7% | 31,220 | $2.4M |
| Wallace Advisory Group, LLC | 1.88% | Add +21.8% | 35,750 | $2.3M |
| Cambridge Associates LLC /Ma/ | 0.04% | No change | 30,631 | $2.3M |
| Gradient Capital Advisors, LLC | 0.62% | Add +0.7% | 30,220 | $2.3M |
| SeaCrest Wealth Management, LLC | 0.24% | Reduce -8.3% | 28,613 | $2.3M |
| Kickstand Ventures, Llc. | 0.50% | Add +8.5% | 29,778 | $2.3M |
| Kingsview Wealth Management, LLC | 0.03% | Add +11.4% | 29,534 | $2.3M |
| Simplicity Wealth,LLC | 0.13% | Add +29.7% | 29,172 | $2.2M |
| Visionary Wealth Advisors | 0.10% | Add +4.3% | 29,144 | $2.2M |
| Focus Financial Network, Inc. | 0.08% | Add +11.3% | 28,869 | $2.2M |
| Forbes J M & Co. LLP | 0.18% | No change | 28,711 | $2.2M |
| Magnolia Private Wealth, LLC | 1.61% | Add +83.9% | 48,665 | $2.2M |
| Leo Wealth, LLC | 0.28% | Reduce -7.9% | 28,413 | $2.2M |
| PDS Planning, Inc | 0.15% | Add +4.9% | 28,260 | $2.2M |
| Aspetuck Financial Management LLC | 1.47% | Reduce -0.3% | 28,133 | $2.2M |
| Brown Financial Advisors | 0.78% | Reduce -2.2% | 27,651 | $2.1M |
| Vantage Point Financial LLC | 0.79% | Add +19.0% | 26,746 | $2.0M |
| Choate Investment Advisors | 0.04% | Add +1.7% | 26,425 | $2.0M |
| Arcus Capital Partners, LLC | 0.88% | New | 26,210 | $2.0M |
| Tradition Wealth Management, LLC | 0.15% | Add +45.3% | 25,910 | $2.0M |
| Apeiron RIA LLC | 0.45% | Add +25.0% | 24,665 | $2.0M |
| One Charles Private Wealth Services, LLC | 0.52% | Add +2.2% | 25,856 | $2.0M |
| Headlands Technologies LLC | 0.16% | Add +82.2% | 25,825 | $2.0M |
| Whittier Trust Co. of Nevada Inc. | 0.04% | No change | 25,500 | $2.0M |
| Collaborative Wealth Managment Inc. | 0.79% | Add +60.3% | 25,652 | $2.0M |
| Allworth Financial LP | 0.01% | Reduce -0.6% | 25,508 | $2.0M |
| Hutchinson Capital Management | 0.34% | No change | 25,437 | $1.9M |
| Valicenti Advisory Services Inc. | 0.42% | Add +6.7% | 25,320 | $1.9M |
| Biltmore Family Office, LLC | 0.27% | No change | 25,126 | $1.9M |
| Prosperity Consulting Group, LLC | 0.09% | Reduce -0.8% | 24,766 | $1.9M |
| Western Wealth Management, LLC | 0.10% | Add +23.3% | 24,531 | $1.9M |
| Brown Miller Wealth Management, LLC | 0.53% | Add +3.0% | 24,463 | $1.9M |
| Guggenheim Capital LLC | 0.01% | No change | 24,416 | $1.9M |
| Sargent Investment Group, LLC | 0.26% | Add +2.9% | 24,300 | $1.9M |
| Theory Financial LLC | 0.64% | Add +57.4% | 20,998 | $1.8M |
| Perennial Investment Advisors, LLC | 0.15% | Add +11.9% | 23,740 | $1.8M |
| Nwam LLC | 0.10% | Add +12.9% | 20,889 | $1.8M |
| Merkkuri Wealth Advisors LLC | 1.29% | Add +25.7% | 23,229 | $1.8M |
| Astoria Portfolio Advisors LLC. | 0.46% | Add +6.6% | 21,842 | $1.7M |
| Myecfo, LLC | 0.79% | Add +11.8% | 22,758 | $1.7M |
| IFG Advisory, LLC | 0.08% | Add +24.3% | 22,538 | $1.7M |
| PGIM Custom Harvest LLC | 0.03% | Add +3.0% | 22,502 | $1.7M |
| CIBC Private Wealth Group LLC | 0.00% | Add +2.0% | 22,225 | $1.7M |
| Heritage Wealth Advisors | 0.07% | No change | 21,975 | $1.7M |
| Hollencrest Capital Management | 0.06% | Add +0.1% | 21,902 | $1.7M |
| Robinson Value Management, Ltd. | 0.97% | Reduce -1.2% | 21,836 | $1.7M |
| Norden Group LLC | 0.17% | Add +2.3% | 21,767 | $1.7M |
| Bravias Capital Group, LLC | 1.11% | Add +35.8% | 21,713 | $1.7M |
| ZEGA Investments, LLC | 0.38% | New | 21,609 | $1.7M |
| Carret Asset Management, LLC | 0.16% | No change | 21,609 | $1.7M |
| Leading Edge Financial Planning LLC | 0.41% | Reduce -14.8% | 21,565 | $1.6M |
| Wealthfront Advisers LLC | 0.00% | Add +456.2% | 21,340 | $1.6M |
| Wealth Management Nebraska | 0.19% | Add +33.7% | 21,190 | $1.6M |
| Pecaut & Co. | 0.52% | Add +5.1% | 20,963 | $1.6M |
| Boothbay Fund Management, LLC | 0.04% | Add +26.7% | 20,900 | $1.6M |
| Quartz Partners, LLC | 0.58% | Reduce -10.9% | 20,830 | $1.6M |
| Uptick Partners, LLC | 0.42% | Reduce -3.4% | 20,821 | $1.6M |
| Richard Bernstein Advisors LLC | 0.04% | Reduce -4.1% | 20,288 | $1.6M |
| Freestone Capital Holdings, LLC | 0.05% | No change | 20,166 | $1.5M |
| Eagle Global Advisors LLC | 0.06% | Add +25.6% | 20,100 | $1.5M |
| Semper Augustus Investments | 0.19% | Add +16.8% | 19,864 | $1.5M |
| Q3 Asset Management | 0.52% | Reduce -4.9% | 19,837 | $1.5M |
| InTrack Investment Management Inc | 0.90% | Add +28.8% | 19,761 | $1.5M |
| Caitlin John, LLC | 1.04% | Add +0.9% | 19,579 | $1.5M |
| Tocqueville Asset Management L.P. | 0.02% | Reduce -2.1% | 19,135 | $1.5M |
| MAI Capital Management | 0.01% | Reduce -1.1% | 19,126 | $1.5M |
| Petix & Botte Co | 0.34% | Reduce -3.0% | 19,044 | $1.5M |
| Diligent Investors, LLC | 0.36% | No change | 18,711 | $1.4M |
| Clearstead Advisors, LLC | 0.02% | Add +102.7% | 18,627 | $1.4M |
| Captrust Financial Advisors | 0.00% | Reduce -3.4% | 18,171 | $1.4M |
| Apollon Wealth Management, LLC | 0.02% | Reduce -31.0% | 18,108 | $1.4M |
| J.W. Cole Advisors, Inc. | 0.03% | Add +2.2% | 18,070 | $1.4M |
| CX Institutional | 0.04% | No change | 17,411 | $1.3M |
| S. R. Schill & Associates | 0.93% | Reduce -5.1% | 17,320 | $1.3M |
| WCG Wealth Advisors LLC | 0.08% | Reduce -0.7% | 17,217 | $1.3M |
| A4 Wealth Advisors LLC | 1.11% | — | 17,212 | $1.3M |
| Rakuten Securities, Inc. | 0.48% | Add +6.1% | 17,186 | $1.3M |
| Continuum Advisory, LLC | 0.14% | Reduce -5.5% | 17,139 | $1.3M |
| Waverly Advisors, LLC | 0.01% | Add +10.1% | 17,119 | $1.3M |
| Pathway Financial Advisors LLC | 0.17% | Add +4.8% | 16,965 | $1.3M |
| Caldwell Trust Co | 0.12% | Reduce -37.6% | 16,871 | $1.3M |
| Kendall Capital Management | 0.29% | Reduce -2.0% | 16,709 | $1.3M |
| Advyzon Investment Management, LLC | 0.22% | Reduce -10.6% | 16,558 | $1.3M |
| Brown Advisory Inc. | 0.00% | No change | 16,541 | $1.3M |
| Formidable Asset Management, LLC | 0.20% | Add +1.9% | 18,912 | $1.2M |
| Alpha Cubed Investments, LLC | 0.04% | No change | 16,051 | $1.2M |
| Paladin Wealth, LLC | 0.88% | Reduce -1.3% | 15,921 | $1.2M |
| Mattson Financial Services, LLC | 0.29% | Add +1.4% | 15,826 | $1.2M |
| Advisory Alpha, LLC | 0.03% | New | 15,578 | $1.2M |
| Financial Network Wealth Advisors LLC | 1.30% | Add +20.3% | 15,604 | $1.2M |
| Summit Financial, LLC | 0.02% | New | 15,590 | $1.2M |
| Welch Group, LLC | 0.05% | New | 15,311 | $1.2M |
| Auour Investments LLC | 0.38% | Add +9.7% | 15,247 | $1.2M |
| First Financial Bank - Trust Division | 0.10% | No change | 15,176 | $1.2M |
| Copia Wealth Management | 0.85% | Add +0.1% | 14,927 | $1.1M |
| Foronjy Financial LLC | 0.50% | New | 14,899 | $1.1M |
| Capital Analysts, LLC | 0.03% | Add +23.8% | 14,833 | $1.1M |
| Ausdal Financial Partners, Inc. | 0.06% | Add +213.3% | 14,819 | $1.1M |
| Empowered Funds, LLC | 0.01% | New | 14,726 | $1.1M |
| Silver Oak Securities, Incorporated | 0.08% | Add +4.3% | 14,719 | $1.1M |
| Capital Management Associates, Inc | 0.30% | Reduce -1.8% | 14,655 | $1.1M |
| WealthPLAN Partners, LLC | 0.17% | Add +69.9% | 14,616 | $1.1M |
| Excalibur Management Corp. | 0.40% | Add +13.9% | 14,494 | $1.1M |
| CENTRAL TRUST Co | 0.02% | Reduce -0.9% | 14,463 | $1.1M |
| Integrated Wealth Concepts LLC | 0.01% | Add +27.6% | 14,339 | $1.1M |
| Avidian Wealth Enterprises, LLC | 0.04% | Add +68.3% | 14,301 | $1.1M |
| Frederick Financial Consultants, LLC | 0.61% | Add +15.9% | 14,277 | $1.1M |
| Parallel Advisors, LLC | 0.02% | Add +28.9% | 14,097 | $1.1M |
| U.S. Capital Wealth Advisors, LLC | 0.03% | Add +9.3% | 14,035 | $1.1M |
| Cullen/Frost Bankers, Inc. | 0.01% | Add +21.4% | 13,940 | $1.1M |
| M1 Capital Management LLC | 0.46% | Add +0.0% | 13,903 | $1.1M |
| Waterloo Capital, L.P. | 0.08% | Add +2.9% | 13,882 | $1.1M |
| Sage Mountain Advisors LLC | 0.06% | Add +27.9% | 13,856 | $1.1M |
| Clark Asset Management, LLC | 0.12% | Reduce -5.6% | 13,827 | $1.1M |
| Cornerstone Planning Group LLC | 0.17% | New | 2,855 | $1.1M |
| Valtinson Bruner Financial Planning LLC | 0.31% | Reduce -38.6% | 13,687 | $1.0M |
| YHB Investment Advisors, Inc. | 0.08% | Add +46.1% | 13,585 | $1.0M |
| Marshall & Sterling Wealth Advisors Inc. | 0.65% | Reduce -4.4% | 13,347 | $1.0M |
| Compound Planning, Inc. | 0.03% | Reduce -20.6% | 13,129 | $1.0M |
| Mitchell McLeod Pugh & Williams Inc. | 0.16% | Reduce -10.8% | 12,777 | $1.0M |
| HBW Advisory Services LLC | 0.11% | Add +108.5% | 13,077 | $1000K |
| Sovereign Financial Group, Inc. | 0.18% | Add +34.0% | 12,818 | $980K |
| Patriot Financial Group Insurance Agency, LLC | 0.12% | Add +48.9% | 12,713 | $972K |
| Johnson Financial Group, Inc. | 0.04% | No change | 12,674 | $969K |
| Lifelong Wealth Advisors, Inc. | 0.29% | Add +5.8% | 12,647 | $967K |
| K2 Financial Inc. | 0.77% | Add +71.4% | 11,829 | $962K |
| Smartleaf Asset Management LLC | 0.06% | Add +98.2% | 12,552 | $952K |
| Wealthcare Capital Partners, LLC | 0.43% | Add +114.6% | 12,269 | $938K |
| Destiny Capital Corp | 0.51% | Add +3.5% | 12,255 | $937K |
| Belpointe Asset Management LLC | 0.04% | Add +102.7% | 12,249 | $936K |
| Bank of Marin | 0.65% | Add +9.6% | 12,080 | $924K |
| Interchange Capital Partners, LLC | 0.18% | Add +156.3% | 12,063 | $922K |
| Cibc World Market Inc. | 0.00% | New | 12,037 | $920K |
| MSH Capital Advisors LLC | 0.24% | Add +6.1% | 11,711 | $895K |
| Gibbs Wealth Management | 0.20% | Add +30.5% | 11,670 | $892K |
| MIdWestOne Financial Group, Inc. | 0.11% | Reduce -55.5% | 11,659 | $891K |
| DeDora Capital, Inc. | 0.21% | Add +15.7% | 11,635 | $889K |
| Sheets Smith Wealth Management | 0.10% | Add +0.8% | 11,158 | $853K |
| Acorn Wealth Advisors, LLC | 0.27% | Reduce -16.4% | 11,135 | $851K |
| Signal Advisors Wealth, LLC | 0.08% | Add +48.5% | 11,042 | $844K |
| HSBC Holdings PLC | 0.00% | Reduce -50.1% | 11,033 | $843K |
| FMR LLC | 0.00% | Add +15.3% | 10,975 | $839K |
| Tokio Marine Asset Management Co. Ltd. | 0.03% | Reduce -0.9% | 10,800 | $826K |
| Meridian Wealth Management, LLC | 0.03% | New | 10,728 | $820K |
| Summit Wealth Group LLC / Co. | 0.09% | New | 22,316 | $818K |
| BlackRock, Inc. | 0.00% | Reduce -4.6% | 10,670 | $816K |
| Triumph Capital Management | 0.22% | Add +2.6% | 10,641 | $814K |
| Tempus Wealth Planning, LLC | 0.18% | Add +0.3% | 10,521 | $804K |
| JT Stratford LLC | 0.11% | Add +4.1% | 10,511 | $804K |
| Redwood Investment Management, LLC | 0.09% | Add +12.2% | 10,344 | $791K |
| Wealthspire Advisors, LLC | 0.00% | Add +25.0% | 10,330 | $790K |
| Sigma Planning Corp | 0.02% | Reduce -9.5% | 10,272 | $785K |
| Ancora Advisors LLC | 0.02% | Add +24.8% | 10,254 | $784K |
| Wedmont Private Capital | 0.03% | New | 9,915 | $782K |
| Nova Wealth Management, Inc. | 0.55% | Reduce -0.1% | 10,130 | $774K |
| Total Investment Management Inc. | 0.10% | Reduce -3.9% | 10,044 | $768K |
| Verus Capital Partners, LLC | 0.06% | Add +70.4% | 9,935 | $760K |
| Indiana Trust & Investment Management Co | 0.22% | No change | 9,500 | $726K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.04% | Reduce -90.8% | 9,463 | $723K |
| Principal Securities, Inc. | 0.01% | Add +37.7% | 9,453 | $723K |
| Creative Financial Designs Inc. | 0.05% | Reduce -2.9% | 9,445 | $722K |
| 4WEALTH Advisors, Inc. | 0.66% | Reduce -0.1% | 9,288 | $710K |
| Middleton & Co. Inc. | 0.08% | No change | 9,151 | $700K |
| Wedbush Securities Inc. | 0.02% | Add +102.0% | 8,971 | $686K |
| WealthTrak Capital Management LLC | 0.55% | Add +142.7% | 8,781 | $671K |
| HORAN Wealth, LLC | 0.11% | New | 8,772 | $671K |
| Mather Group, Llc. | 0.01% | Add +0.9% | 8,719 | $667K |
| Shepherd Financial Partners LLC | 0.06% | New | 8,711 | $666K |
| Alpha Financial Partners LLC | 0.43% | Add +23.5% | 8,695 | $665K |
| Signet Financial Management, LLC | 0.08% | Add +5.8% | 8,652 | $661K |
| Strategic Blueprint, LLC | 0.03% | Add +7.3% | 8,589 | $657K |
| Brighton Jones LLC | 0.02% | New | 8,529 | $652K |
| Firethorn Wealth Partners, LLC | 0.26% | Add +34.9% | 8,515 | $651K |
| Beacon Financial Advisory LLC | 0.15% | Add +42.8% | 8,478 | $648K |
| Alesco Advisors, LLC, An ESL Co | 0.02% | No change | 8,470 | $648K |
| Arkadios Wealth Advisors | 0.02% | Add +87.4% | 8,348 | $638K |
| ArborFi Advisors, LLC | 0.52% | New | 8,299 | $634K |
| Two Sigma Securities, LLC | 0.09% | Reduce -74.7% | 8,295 | $634K |
| Crews Bank & Trust | 0.09% | No change | 8,275 | $633K |
| Stratos Investment Management, LLC | 0.03% | No change | 8,162 | $624K |
| Wealthcare Capital Management LLC | 0.06% | New | 8,104 | $620K |
| Willis Johnson & Associates, Inc. | 0.04% | Reduce -10.8% | 8,091 | $619K |
| Tableaux LLC | 0.25% | Reduce -45.1% | 8,060 | $616K |
| Compass Financial Services Inc | 0.27% | Add +253.4% | 7,940 | $607K |
| Dynamic Advisor Solutions LLC | 0.02% | Reduce -4.8% | 7,899 | $604K |
| Axxcess Wealth Management, LLC | 0.01% | Reduce -14.3% | 7,868 | $602K |
| Peak Retirement Planning, Inc. | 0.17% | Add +87.7% | 7,852 | $600K |
| Modera Wealth Management, LLC | 0.01% | No change | 7,791 | $596K |
| Balance Wealth Partners LLC | 0.15% | New | 7,765 | $594K |
| Denver Wealth Management, Inc. | 0.22% | Reduce -0.7% | 7,741 | $592K |
| RDA Financial Network | 0.14% | Add +60.3% | 7,674 | $587K |
| Gen-Wealth Partners Inc | 0.20% | Add +71.2% | 7,628 | $583K |
| Motiv8 Investments LLC | 0.31% | Reduce -86.1% | 7,592 | $580K |
| Tactive Advisors, LLC | 0.16% | Add +0.6% | 7,574 | $579K |
| Csenge Advisory Group | 0.03% | Add +46.8% | 7,565 | $578K |
| Clearview Wealth Advisors LLC | 0.37% | Add +7.5% | 7,542 | $577K |
| Sutton Place Investors LLC | 0.33% | Add +35.9% | 7,500 | $573K |
| Hobbs Wealth Management, LLC | 0.48% | Add +33.3% | 7,458 | $570K |
| Modern Wealth Management, LLC | 0.01% | Add +13.8% | 7,379 | $564K |
| MKT Advisors LLC | 0.21% | Add +52.7% | 7,304 | $559K |
| Advisors Capital Management, LLC | 0.01% | Reduce -4.1% | 7,282 | $557K |
| Intrua Financial, LLC | 0.07% | Add +0.1% | 7,281 | $557K |
| Flputnam Investment Management Co. | 0.01% | Reduce -32.5% | 7,278 | $556K |
| Regimen Wealth, LLC | 0.16% | Add +16.2% | 7,229 | $553K |
| Appleton Partners Inc. | 0.04% | Add +32.8% | 7,199 | $550K |
| Fullcircle Wealth LLC | 0.19% | Add +51.4% | 7,002 | $546K |
| Diversify Wealth Management, LLC | 0.03% | Reduce -14.6% | 6,731 | $534K |
| Savant Capital, LLC | 0.00% | Add +47.2% | 6,934 | $530K |
| Global View Capital Management LLC | 0.11% | Reduce -4.4% | 6,840 | $523K |
| MBE Wealth Management, LLC | 0.22% | Reduce -14.0% | 6,770 | $518K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +23.2% | 6,661 | $509K |
| Fiduciary Trust Co | 0.01% | Add +1.6% | 6,660 | $509K |
| RMR Wealth Builders | 0.04% | New | 6,616 | $506K |
| Florida Financial Advisors, LLC | 0.16% | Add +3.3% | 6,613 | $506K |
| High Falls Advisors, Inc | 0.10% | New | 6,601 | $505K |
| Private Trust Co. NA | 0.04% | Add +58.3% | 6,510 | $498K |
| Catalina Capital Group, LLC | 0.31% | Add +33.4% | 6,491 | $496K |
| OMNI 360 Wealth, Inc. | 0.27% | Add +20.2% | 6,408 | $490K |
| Oceanside Advisors LLC | 0.31% | Reduce -1.6% | 6,388 | $488K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -9.8% | 6,340 | $486K |
| Spectrum Planning & Advisory Services Inc. | 0.27% | Add +2.5% | 6,293 | $481K |
| Weil Company, Inc. | 0.11% | No change | 6,248 | $478K |
| Fiscal Wisdom Wealth Management, LLC | 0.45% | — | 5,839 | $474K |
| Fortis Capital Advisors, LLC | 0.07% | New | 6,178 | $472K |
| Oregon Pacific Wealth Management, LLC | 0.41% | Add +67.4% | 6,145 | $470K |
| Requisite Capital Management, LLC | 0.08% | No change | 6,139 | $469K |
| Almanack Investment Partners, LLC. | 0.07% | Reduce -0.9% | 6,135 | $469K |
| Fort Washington Investment Advisors Inc. | 0.00% | New | 6,120 | $468K |
| B.O.S.S. Retirement Advisors, LLC | 0.11% | New | 6,115 | $467K |
| Sound View Wealth Advisors Group, LLC | 0.03% | No change | 6,105 | $467K |
| Roman Butler Fullerton & Co. | 0.13% | New | 5,955 | $465K |
| Etesian Wealth Advisors, Inc. | 0.15% | Reduce -14.9% | 5,978 | $457K |
| Clear Creek Financial Management, LLC | 0.04% | No change | 5,967 | $456K |
| Anchor Investment Management, LLC | 0.04% | No change | 5,949 | $455K |
| Redhawk Wealth Advisors, Inc. | 0.05% | Add +1.2% | 5,910 | $452K |
| Investor's Fiduciary Advisor Network, LLC | 0.15% | Add +48.7% | 5,895 | $450K |
| Heritage Investors Management Corp. | 0.01% | No change | 5,760 | $440K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -26.3% | 5,737 | $439K |
| Insigneo Advisory Services, LLC | 0.03% | Add +47.5% | 5,673 | $434K |
| McAdam, LLC | 0.02% | Add +1.3% | 5,584 | $427K |
| Capstone Financial Advisors, Inc. | 0.02% | Add +9.5% | 5,467 | $418K |
| ShoreHaven Wealth Partners, LLC | 0.15% | No change | 5,450 | $417K |
| Eldridge Investment Advisors, Inc. | 0.09% | Add +11.8% | 5,382 | $411K |
| Sowell Financial Services LLC | 0.02% | Add +14.7% | 5,372 | $411K |
| Selective Wealth Management, Inc. | 0.13% | No change | 5,111 | $403K |
| HM Payson & Co. | 0.01% | No change | 5,250 | $401K |
| Kohmann Bosshard Financial Services, LLC | 0.04% | New | 5,214 | $399K |
| Centaurus Financial, Inc. | 0.02% | Reduce -1.6% | 5,102 | $390K |
| LexAurum Advisors, LLC | 0.06% | Add +2.1% | 5,101 | $390K |
| WASHINGTON TRUST Co | 0.01% | Reduce -25.6% | 5,073 | $388K |
| Spire Wealth Management | 0.01% | Add +1.2% | 5,049 | $386K |
| Essential Partners LLC | 0.13% | Add +0.9% | 5,045 | $386K |
| Lee Financial Co | 0.05% | Reduce -19.4% | 4,988 | $381K |
| Larson Financial Group LLC | 0.01% | Add +120.5% | 4,976 | $380K |
| Vermillion Wealth Management, Inc. | 0.10% | No change | 4,942 | $378K |
| Boyce & Associates Wealth Consulting, Inc. | 0.31% | Add +6.0% | 4,901 | $375K |
| Absolute Capital Management, LLC | 0.16% | Reduce -63.1% | 4,844 | $370K |
| Savvy Advisors, Inc. | 0.02% | Add +53.1% | 4,826 | $369K |
| Regions Financial Corp. | 0.00% | Add +7.8% | 4,729 | $362K |
| Triad Wealth Partners, LLC | 0.05% | Reduce -2.9% | 4,721 | $361K |
| Balefire, LLC | 0.07% | Add +1.4% | 4,713 | $360K |
| Capital Investment Advisory Services, LLC | 0.03% | New | 4,713 | $360K |
| Emergent Wealth Advisors, LLC | 0.21% | Add +5.9% | 4,703 | $360K |
| Able Wealth Management LLC | 0.14% | Add +13.4% | 4,702 | $360K |
| Blue Barn Wealth, LLC | 0.16% | New | 4,641 | $355K |
| Aegis Wealth Management LLC | 0.19% | New | 4,602 | $352K |
| Access Investment Management LLC | 0.09% | No change | 4,600 | $352K |
| Verdence Capital Advisors LLC | 0.02% | Reduce -24.0% | 4,450 | $351K |
| First National Trust Co | 0.01% | Add +1.5% | 4,558 | $348K |
| FWG Investments, LLC. | 0.24% | New | 4,529 | $346K |
| AlTi Global, Inc. | 0.01% | No change | 4,518 | $345K |
| Clifford Group, LLC | 0.27% | New | 4,498 | $344K |
| Maripau Wealth Management LLC | 0.17% | New | 4,465 | $341K |
| Pineridge Advisors LLC | 0.10% | Reduce -11.7% | 4,465 | $341K |
| Silverlake Wealth Management LLC | 0.08% | Add +26.4% | 4,465 | $341K |
| GWN Securities Inc. | 0.08% | Reduce -40.1% | 4,448 | $341K |
| HB Wealth Management, LLC | 0.00% | New | 4,382 | $335K |
| Mosaic Family Wealth Partners, LLC | 0.04% | Add +1.3% | 4,407 | $334K |
| Thoroughbred Financial Services, LLC | 0.02% | No change | 4,286 | $327K |
| XY Planning Network, Inc. | 0.11% | No change | 4,990 | $327K |
| Greenleaf Trust | 0.00% | Add +1.0% | 4,246 | $325K |
| XTX Topco Ltd | 0.02% | New | 4,236 | $324K |
| Wealthgarden F.S. LLC | 0.23% | Add +18.7% | 3,673 | $318K |
| Mach-1 Financial Group, LLC | 0.05% | New | 4,159 | $318K |
| Integrity Advisory Solutions, LLC | 0.05% | — | 4,159 | $318K |
| Comprehensive Money Management Services LLC | 0.22% | Reduce -25.9% | 4,135 | $316K |
| First Heartland Consultants, Inc. | 0.03% | Reduce -14.3% | 4,130 | $316K |
| Noesis Capital Mangement Corp. | 0.05% | Add +0.3% | 4,055 | $310K |
| Meredith Wealth Planning | 0.10% | New | 4,045 | $309K |
| Valeo Financial Advisors, LLC | 0.01% | No change | 4,034 | $308K |
| Hickory Point Bank & Trust | 0.23% | New | 4,000 | $306K |
| Vontobel Holding Ltd. | 0.00% | No change | 4,000 | $306K |
| Entruity Wealth, LLC | 0.24% | No change | 3,987 | $305K |
| Bell Investment Advisors, Inc | 0.05% | No change | 3,985 | $305K |
| Accredited Investors Inc. | 0.02% | New | 3,965 | $303K |
| Richards, Merrill & Peterson, Inc. | 0.13% | No change | 3,900 | $298K |
| Kaizen Financial Strategies | 0.13% | Reduce -24.9% | 3,699 | $291K |
| Paragon Advisors, LLC | 0.07% | No change | 3,738 | $286K |
| Woodmont Investment Counsel LLC | 0.02% | No change | 3,734 | $285K |
| Total Clarity Wealth Management, Inc. | 0.08% | Add +20.7% | 3,732 | $285K |
| IRON Financial LLC | 0.14% | Add +20.5% | 3,719 | $284K |
| Fulcrum Equity Management | 0.29% | New | 3,702 | $283K |
| Resurgent Financial Advisors LLC | 0.14% | New | 3,677 | $281K |
| Fulton Breakefield Broenniman LLC | 0.02% | Add +10.9% | 3,643 | $279K |
| Prospera Financial Services Inc | 0.00% | No change | 3,613 | $276K |
| Barnett & Company, Inc. | 0.21% | No change | 3,560 | $272K |
| Armstrong, Fleming & Moore, Inc | 0.13% | New | 3,560 | $272K |
| Empirical Asset Management, LLC | 0.07% | New | 3,520 | $269K |
| International Private Wealth Advisors LLC | 0.17% | Add +0.6% | 3,518 | $269K |
| Novem Group | 0.03% | Add +4.4% | 3,515 | $269K |
| Tudor Investment Corporation | 0.00% | Reduce -56.5% | 3,495 | $267K |
| Community Bank, N.A. | 0.03% | Reduce -12.6% | 3,490 | $267K |
| Gateway Wealth Partners, LLC | 0.04% | New | 3,447 | $264K |
| LongView Wealth Management | 0.07% | Add +5.3% | 3,439 | $263K |
| Greenwich Wealth Management LLC | 0.01% | New | 3,419 | $261K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -29.8% | 3,396 | $260K |
| Tranquility Partners, LLC | 0.09% | No change | 3,383 | $259K |
| Wealth Alliance, LLC | 0.03% | New | 3,363 | $257K |
| Stonebrook Private Inc. | 0.05% | Add +8.0% | 3,319 | $254K |
| Professional Financial Advisors, LLC | 0.05% | Add +1.6% | 3,315 | $253K |
| Genesis Private Wealth, LLC | 0.11% | New | 3,310 | $253K |
| Bank of Montreal | 0.00% | Add +4.1% | 3,303 | $253K |
| Exencial Wealth Advisors, LLC | 0.01% | New | 3,279 | $251K |
| N.E.W. Advisory Services LLC | 0.02% | Reduce -25.7% | 3,232 | $247K |
| Stonebridge Financial Group, LLC | 0.02% | New | 3,231 | $247K |
| OneAscent Financial Services LLC | 0.02% | New | 3,217 | $246K |
| Transcend Capital Advisors, LLC | 0.02% | New | 3,175 | $243K |
| DGS Capital Management, LLC | 0.04% | New | 3,150 | $241K |
| Bouchey Financial Group, Ltd. | 0.02% | New | 3,146 | $241K |
| Pacific Capital Wealth Advisors, Inc. | 0.04% | New | 3,130 | $239K |
| Rodgers & Associates, LTD | 0.02% | New | 3,090 | $236K |
| Refined Wealth Management | 0.15% | No change | 3,072 | $235K |
| Manhattan West Asset Management, LLC | 0.05% | Reduce -8.9% | 3,072 | $235K |
| Independent Advisor Alliance | 0.01% | No change | 3,058 | $234K |
| Painted Porch Advisors LLC | 0.09% | No change | 3,057 | $234K |
| Cahaba Wealth Management, Inc. | 0.02% | New | 3,034 | $232K |
| Berkshire Asset Management LLC | 0.01% | New | 3,018 | $231K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.05% | New | 3,000 | $227K |
| HCR Wealth Advisors | 0.02% | New | 2,964 | $226K |
| Capital Squared Financial LLC | 0.20% | Reduce -7.3% | 2,950 | $226K |
| Heritage Investment Group, Inc. | 0.04% | New | 2,929 | $224K |
| SteelPeak Wealth, LLC | 0.01% | New | 2,919 | $223K |
| Beacon Financial Group | 0.02% | New | 2,900 | $222K |
| Accurate Wealth Management, LLC | 0.03% | New | 2,696 | $221K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -2.3% | 2,887 | $221K |
| Financial Sense Advisors, Inc. | 0.05% | New | 2,870 | $219K |
| Gerber Kawasaki Wealth & Investment Management | 0.01% | New | 2,859 | $219K |
| Syntegra Private Wealth Group, LLC | 0.02% | New | 2,829 | $216K |
| Moseley Investment Management Inc. | 0.07% | New | 2,815 | $215K |
| May Hill Capital, LLC | 0.06% | New | 2,777 | $212K |
| Mason Investment Advisory Services, Inc. | 0.01% | New | 2,774 | $212K |
| United Capital Financial Advisors, LLC | 0.00% | New | 2,769 | $212K |
| Blackston Financial Advisory Group, LLC | 0.13% | Reduce -46.3% | 2,753 | $210K |
| Range Financial Group LLC | 0.08% | New | 2,745 | $210K |
| Birch Capital Management, LLC | 0.11% | No change | 2,740 | $209K |
| LaSalle St. Investment Advisors, LLC | 0.04% | New | 2,730 | $208K |
| Confluence Wealth Services, Inc. | 0.01% | New | 2,714 | $207K |
| Impact Partnership Wealth, LLC | 0.03% | New | 2,701 | $206K |
| Moneta Group Investment Advisors LLC | 0.00% | New | 2,698 | $206K |
| Net Worth Advisory Group | 0.06% | Reduce -36.0% | 2,696 | $206K |
| Millstone Evans Group, LLC | 0.13% | New | 2,677 | $205K |
| Soundwatch Capital LLC | 0.03% | Reduce -6.1% | 2,667 | $204K |
| Fisher Asset Management | 0.00% | Reduce -27.0% | 2,626 | $201K |
| Salomon & Ludwin, LLC | 0.02% | Reduce -1.7% | 2,572 | $198K |
| WestEnd Advisors, LLC | 0.00% | Add +7.9% | 2,581 | $197K |
| Washington Trust Advisors, Inc. | 0.01% | Add +3.4% | 2,259 | $173K |
| Rosenberg Matthew Hamilton | 0.04% | No change | 2,162 | $165K |
| Mma Asset Management LLC | 0.05% | New | 2,106 | $161K |
| TD Capital Management LLC | 0.01% | Add +635.4% | 1,993 | $152K |
| Daiwa Securities Group Inc. | 0.00% | New | 1,948 | $149K |
| Bfsg, LLC | 0.01% | No change | 1,877 | $143K |
| Bulwark Capital Corp | 0.10% | Add +155.4% | 1,714 | $131K |
| Arax Advisory Partners | 0.00% | Add +695.4% | 1,710 | $131K |
| LGT Financial Advisors LLC | 0.28% | Reduce -8.5% | 1,697 | $130K |
| Raleigh Capital Management Inc. | 0.05% | New | 1,613 | $123K |
| FWL Investment Management, LLC | 0.03% | No change | 1,536 | $117K |
| Parkside Financial Bank & Trust | 0.01% | Reduce -8.1% | 1,530 | $117K |
| Private Wealth Asset Management, LLC | 0.01% | No change | 1,400 | $107K |
| Transce3nd, LLC | 0.92% | Reduce -96.7% | 1,915 | $103K |
| GPS Wealth Strategies Group, LLC | 0.01% | No change | 1,350 | $103K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -83.6% | 1,311 | $100K |
| Trust Co. of Vermont | 0.00% | No change | 1,263 | $97K |
| First Horizon Corp. | 0.00% | — | 1,256 | $96K |
| Glass Jacobson Investment Advisors llc | 0.03% | Reduce -12.1% | 1,065 | $81K |
| Strategic Wealth Partners, Ltd. | 0.01% | Reduce -8.8% | 1,035 | $79K |
| Northwest Capital Management Inc | 0.08% | No change | 1,022 | $78K |
| Barrett & Company, Inc. | 0.03% | No change | 1,020 | $78K |
| Atlantic Union Bankshares Corp | 0.00% | Add +101.3% | 952 | $73K |
| NBT Bank, N.A. | 0.00% | Add +6.0% | 968 | $70K |
| Key Financial Inc | 0.01% | No change | 837 | $64K |
| Rothschild Investment LLC | 0.00% | No change | 825 | $63K |
| WPG Advisers, LLC | 0.05% | Add +70.6% | 773 | $59K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 662 | $51K |
| Colonial Trust Co / SC | 0.01% | Reduce -0.1% | 659 | $50K |
| Sound Income Strategies, LLC | 0.00% | New | 635 | $50K |
| Financial Management Professionals, Inc. | 0.00% | No change | 595 | $45K |
| IAG Wealth Partners, LLC | 0.01% | Reduce -5.7% | 582 | $44K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +34.6% | 564 | $43K |
| Lanark Financial, Inc. | 0.00% | No change | 561 | $43K |
| Gould Capital, LLC | 0.02% | Add +377.8% | 516 | $39K |
| Evolution Wealth Management Inc. | 0.04% | Add +55.1% | 490 | $37K |
| PNC Financial Services Group, Inc. | 0.00% | Add +3.0% | 481 | $37K |
| GAMMA Investing LLC | 0.00% | No change | 476 | $36K |
| Family Legacy Financial Solutions, LLC | 0.03% | New | 475 | $36K |
| Financial Consulate, Inc. | 0.00% | New | 450 | $34K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 449 | $34K |
| ORG Partners LLC | 0.01% | Add +3.8% | 434 | $33K |
| Bokf, NA | 0.00% | No change | 400 | $31K |
| Deane Retirement Strategies, Inc. | 0.01% | Add +126.3% | 335 | $26K |
| Costello Asset Management, INC | 0.01% | No change | 304 | $23K |
| Quest 10 Wealth Builders, Inc. | 0.02% | Add +37.9% | 295 | $23K |
| Mark Sheptoff Financial Planning, LLC | 0.01% | New | 294 | $23K |
| Highline Wealth Partners LLC | 0.01% | Reduce -71.1% | 285 | $22K |
| Keener Financial Planning LLC | 0.01% | New | 283 | $21K |
| Groupe la Francaise | 0.00% | No change | 300 | $19K |
| Salem Investment Counselors Inc. | 0.00% | Add +26.0% | 252 | $19K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 236 | $18K |
| National Bank of Canada | 0.00% | Reduce -93.2% | 235 | $18K |
| Main Street Group, LTD | 0.01% | No change | 227 | $17K |
| Financial Perspectives, Inc | 0.00% | No change | 217 | $17K |
| Cape Investment Advisory, Inc. | 0.02% | Add +23.8% | 208 | $16K |
| Wells Financial Advisors INC | 0.02% | New | 200 | $15K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | New | 199 | $15K |
| Minot DeBlois Advisors LLC | 0.01% | No change | 150 | $11K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 148 | $11K |
| Pacifica Partners Inc. | 0.00% | No change | 140 | $11K |
| Vermillion & White Wealth Management Group, LLC | 0.01% | No change | 130 | $10K |
| JPL Wealth Management, LLC | 0.00% | New | 126 | $10K |
| Accredited Wealth Management, LLC | 0.01% | Add +174.4% | 343 | $10K |
| Signaturefd, LLC | 0.00% | No change | 125 | $10K |
| Asset Dedication, LLC | 0.00% | New | 105 | $8K |
| Hantz Financial Services, Inc. | 0.00% | No change | 100 | $8K |
| Whittier Trust Co. | 0.00% | No change | 101 | $8K |
| Innovative Advisory Group, LLC | 0.01% | No change | 100 | $8K |
| Grove Bank & Trust | 0.00% | New | 100 | $8K |
| Sunbelt Securities, Inc. | 0.00% | No change | 98 | $7K |
| Citigroup Inc. | 0.00% | Add +190.3% | 90 | $7K |
| Bogart Wealth, LLC | 0.00% | Add +167.7% | 83 | $6K |
| First Financial Corp. | 0.00% | No change | 76 | $6K |
| High Note Wealth, LLC | 0.00% | No change | 70 | $5K |
| Wealth Watch Advisors, INC | 0.00% | New | 69 | $5K |
| Valued Wealth Advisors LLC | 0.00% | No change | 61 | $5K |
| Signature Resources Capital Management, LLC | 0.00% | New | 60 | $5K |
| Root Financial Partners, LLC | 0.00% | New | 56 | $4K |
| Toth Financial Advisory Corp. | 0.00% | Add +27.9% | 55 | $4K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | New | 50 | $4K |
| Creekmur Asset Management LLC | 0.00% | No change | 50 | $4K |
| Blue Trust, Inc. | 0.00% | New | 50 | $4K |
| Clarity Asset Management, Inc. | 0.00% | No change | 45 | $3K |
| American Capital Advisory, LLC | 0.00% | No change | 44 | $3K |
| Ogorek Anthony Joseph /NY/ | 0.00% | No change | 49 | $3K |
| Webster Bank, N. A. | 0.00% | No change | 32 | $2K |
| Hillsdale Investment Management Inc. | 0.00% | No change | 28 | $2K |
| Rossby Financial, LCC | 0.00% | Add +420.0% | 26 | $2K |
| Nemes Rush Group LLC | 0.00% | No change | 25 | $2K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 23 | $2K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -79.8% | 21 | $2K |
| Tompkins Financial Corp. | 0.00% | No change | 20 | $2K |
| Legacy Wealth Managment, LLC | 0.00% | New | 16 | $1K |
| Park Square Financial Group, LLC | 0.00% | Reduce -94.0% | 14 | $1K |
| Covestor Ltd | 0.00% | Reduce -15.0% | 17 | $1K |
| Centerpoint Advisors, LLC | 0.00% | New | 11 | $1K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 11 | $841 |
| Redwood Park Advisors LLC | 0.00% | No change | 5 | $383 |
| Creative Capital Management Investments LLC | 0.00% | No change | 4 | $306 |
| First Community Trust NA | 0.00% | Reduce -99.7% | 3 | $229 |
| Eukles Asset Management | 0.00% | No change | 3 | $229 |
| Russell Investments Group, Ltd. | 0.00% | No change | 1 | $76 |
| Avion Wealth | 0.00% | New | 7 | $0 |
"% of holder's portfolio" is GLDM's weight in each manager's 13F, not the share of SPDR Gold Minishares Trust the manager owns.