Who holds GLDticker verified against the SEC company list on 2026-09-10 — a reviewed name-and-class mapping row, never an inferred symbol. how tickers are mapped ↗

SPDR GOLD TR · GOLD SHS · quarter ended 2026-03-31 · 10 members disclosed GLD ↗
2,474
holders13F filers reporting this class for the quarter ended 2026-03-31; the 500 largest are listed
$47.8B
combined valuesum of the reported values across every holder; NULL values are excluded, never zero-filled
1,035
addsholders whose share count rose or who opened the position (new + add), by shares
184
exitsholders absent this quarter after holding last quarter — inferred from absence, not a sale record

Holders — quarter ended 2026-03-31

ranked by reported value · Δ shares vs 2025-12-31 · kind by shares
13F holders of GLD ranked by reported value
#FilerReported valueSharesΔ sharesChange
1BANK OF AMERICA CORP /DE/$4.8B11,064,195−278,880trim
2MORGAN STANLEY$4.7B10,912,378−2,981,363trim
3UBS Group AG$2.8B6,583,658+897,550add
4LPL Financial LLC$2.0B4,735,301−73,970trim
5WELLS FARGO & COMPANY/MN$1.6B3,609,205−321,685trim
6First Eagle Investment Management, LLC$1.1B2,455,741−19,092trim
7RAYMOND JAMES FINANCIAL INC$1.0B2,407,083−61,886trim
8ROYAL BANK OF CANADA$951M2,209,393−56,160trim
9CITIGROUP INC$716M1,664,724+350,875add
10BlackRock, Inc.$649M1,508,500−1,872,625trim
11HighTower Advisors, LLC$614M1,426,918−41,356trim
12ENVESTNET ASSET MANAGEMENT INC$501M1,163,890+12,856add
13Comprehensive Financial Management LLC$494M1,147,5290no change
14Marino Management, LLC$476M1,106,3950no change
15Bracebridge Capital, LLC$410M953,450+554,750add
16STATE STREET CORP$405M941,071+61,170add
17Rockefeller Capital Management L.P.$399M926,830−11,430trim
18Cetera Investment Advisers$367M852,019−37,491trim
19COMMONWEALTH EQUITY SERVICES, LLC$366M851,517−53,552trim
20OSAIC HOLDINGS, INC.$359M833,595−18,819trim
21US BANCORP \DE\$358M831,210−1,894trim
22NORTHERN TRUST CORP$357M830,304+81,779add
23PPSC Investment Service Corp$336M781,981+70,775add
24SUSQUEHANNA INTERNATIONAL GROUP, LLP$315M733,078+373,962add
25STIFEL FINANCIAL CORP$293M679,933−62,437trim
26FIL Ltd$287M666,237+306,914add
27Steward Partners Investment Advisory, LLC$269M625,273+34,384add
28SUMITOMO MITSUI FINANCIAL GROUP, INC.$254M590,062+43,283add
29TRUIST FINANCIAL CORP$247M574,274−26,668trim
30Quadrature Capital Ltd$231M537,107+537,107new
31Jain Global LLC$220M511,766+358,687add
32Banco Santander, S.A.$219M509,516+136,110add
33NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$210M488,169+208add
34Bleichroeder LP$204M475,0000no change
35Orbis Allan Gray Ltd$204M473,850−49,936trim
36JANE STREET GROUP, LLC$204M473,243−867,074trim
37Sequoia Financial Advisors, LLC$202M469,208−4,034trim
38HARVARD MANAGEMENT CO INC$200M464,450−162,000trim
39Focus Partners Wealth$193M448,597−10,350trim
40Mariner, LLC$192M447,240+23,325add
41TD ASSET MANAGEMENT INC$191M443,742+4,099add
42OpenArc Corporate Advisory, LLC$186M433,029+17,136add
43Cerity Partners LLC$185M430,049−8,201trim
44Kestra Advisory Services, LLC$184M427,919+46,120add
45Brevan Howard Capital Management LP$184M427,603+426,608add
46Proficio Capital Partners LLC$179M415,470+69,322add
47Arnhold LLC$169M392,908−111,525trim
48BLAIR WILLIAM & CO/IL$166M386,735+131,532add
49Corient Private Wealth LLC$158M372,087−4,101,609trim
50AlTi Global, Inc.$155M360,601+106add
51PRUDENTIAL PLC$151M356,021+21,925add
52MML INVESTORS SERVICES, LLC$148M344,770−75,076trim
53CWM, LLC$142M329,282−50,818trim
54London & Capital Asset Management Ltd$141M327,333−2,308trim
55Stenham Asset Management Ltd$140M325,001−16,906trim
56Cresset Asset Management, LLC$134M312,487−1,885trim
57PEAK6 LLC$134M312,356+177,948add
58TD Waterhouse Canada Inc.$133M304,426+156,917add
59Private Advisor Group, LLC$133M309,008+22,085add
60ELEVATION POINT WEALTH PARTNERS, LLC$132M306,968+107,799add
61FIFTH THIRD BANCORP$128M298,497+135,373add
62BAILARD, INC.$127M295,219−15,674trim
63Vestmark Advisory Solutions, Inc.$124M288,898+86,077add
64Dynasty Wealth Management, LLC$124M287,470+14,148add
65CI INVESTMENTS INC.$121M282,364+138,846add
66Lido Advisors, LLC$119M277,495−7,217trim
67ROCKLAND TRUST CO$118M275,003−20,415trim
68Cerity Partners OCIO LLC$117M272,262+30,382add
69NewEdge Advisors, LLC$117M271,252+271,252new
70TUDOR INVESTMENT CORP ET AL$116M269,902−208,433trim
71Atria Investments, Inc$115M268,197+54,105add
72CIBC WORLD MARKET INC.$114M264,780−15,481trim
73Itau Unibanco Holding S.A.$109M254,004−29,170trim
74Concurrent Investment Advisors, LLC$106M247,238+108,077add
75BROWN ADVISORY INC$106M245,846+10,087add
76Pinnacle Financial Partners, Inc.$104M241,242−10,648trim
77Baird Financial Group, Inc.$102M236,225+236,225new
78SCOTIA CAPITAL INC.$98.5M229,013+40,385add
79SHERMAN PORFOLIOS, LLC$94.1M218,753+151,641add
80Creative Planning$93.7M217,826−812trim
81Sanctuary Advisors, LLC$93.1M216,349−7,823trim
82Mesirow Financial Investment Management, Inc.$87.3M202,840+40,863add
83FOUNDATIONS INVESTMENT ADVISORS, LLC$86.2M200,352−59,098trim
84FIRST NATIONAL TRUST CO$86.0M199,770−32,675trim
85Briaud Financial Planning Inc$85.3M198,343+39add
86Fullerton Fund Management Co Ltd.$84.4M196,140+33,485add
87NATIONAL BANK OF CANADA /FI/$83.8M194,699−44,290trim
88GLENMEDE TRUST CO NA$82.8M192,380−6,678trim
89CITADEL ADVISORS LLC$80.1M186,122−1,513,953trim
90Children's Medical Center Corp$79.7M185,220−38,681trim
91Equitable Holdings, Inc.$76.5M191,716+11,194add
92PINKERTON WEALTH, LLC$75.8M191,349+54,535add
93MERCER GLOBAL ADVISORS INC /ADV$75.2M175,770−138,110trim
94FACTORY MUTUAL INSURANCE CO$72.5M168,500−83,600trim
95HANCOCK WHITNEY CORP$71.5M168,773+168,773new
96DIMENSION CAPITAL MANAGEMENT LLC$69.8M162,310−26,413trim
97AQR CAPITAL MANAGEMENT LLC$68.8M159,928+10,396add
98Independent Advisor Alliance$68.1M158,277−44,595trim
99Pictet North America Advisors SA$66.8M155,961+1,796add
100Beacon Pointe Advisors, LLC$65.2M151,416+21,670add
101GLOBALT Investments LLC / GA$63.6M147,877+147,877new
102&PARTNERS$61.7M143,492+7,420add
103Rice Partnership, LLC$61.5M142,922+5,593add
104Northside Capital Management, LLC$61.3M142,480−25,283trim
105Brookstone Capital Management$61.2M142,192−25,745trim
106IEQ CAPITAL, LLC$59.0M137,200+15,634add
107HSBC HOLDINGS PLC$58.2M135,732−1,272,122trim
108Spider Management Company, LLC$57.6M133,928+133,928new
109Alamea Verwaltungs GmbH$56.4M131,0690no change
110CWA Asset Management Group, LLC$56.3M130,743−36,188trim
111Private Wealth Advisors, LLC$56.1M130,345+62,898add
112Bleakley Financial Group, LLC$55.2M128,367+759add
113Tanglewood Wealth Management, Inc.$54.3M126,187+126,187new
114Wealthfront Advisers LLC$54.2M125,903−3,736trim
115Perigon Wealth Management, LLC$52.1M121,093−17,945trim
116WS MANAGEMENT LLLP$51.9M120,6780no change
117Allworth Financial LP$51.7M120,143+665add
118KEYBANK NATIONAL ASSOCIATION/OH$51.4M119,545−2,906trim
119Richard C. Young & CO., LTD.$51.4M119,459−2,342trim
120SMI Advisory Services, LLC$49.6M116,005−5,374trim
121SAPIENT CAPITAL LLC$48.7M113,086−146trim
122Curi Capital, LLC$47.6M110,693−3,337trim
123Envestnet Portfolio Solutions, Inc.$47.4M110,098−19trim
124Redhawk Wealth Advisors, Inc.$47.1M109,512−12,196trim
125CTC LLC$46.3M107,664−234,340trim
126Townsend & Associates, Inc$46.1M105,925−714trim
127LAZARD ASSET MANAGEMENT LLC$46.1M107,144+6,767add
128KESTRA PRIVATE WEALTH SERVICES, LLC$45.0M104,516+104,516new
129Walser Wealth Management Company, A Ltd Liability Co$44.8M104,158−30,508trim
130OPPENHEIMER & CO INC$44.7M103,819+4,449add
131COMMERCE BANK$44.6M103,629+21,536add
132Prospera Financial Services Inc$44.5M103,335−6,937trim
133CREDIT AGRICOLE S A$43.8M101,883+26,058add
134M&T BANK CORP$43.7M101,492−4,736trim
135VISTA FINANCE, LLC$43.1M100,203+7,748add
136DME Capital Management, LP$42.9M99,611−70,950trim
137AMG National Trust Bank$42.1M97,887−1,515trim
138Portfolio Design Labs, LLC$41.6M96,654−8,092trim
139Corecam Pte. Ltd.$41.4M96,100+35,710add
140Chesley Taft & Associates LLC$41.2M95,827−20,255trim
141Third Point LLC$40.9M95,000+95,000new
142FRANKLIN RESOURCES INC$40.7M94,496−3,802trim
143BENJAMIN EDWARDS INC$40.6M94,267+3,981add
144Trilogy Capital Inc.$40.0M93,035+12,174add
145D.A. DAVIDSON & CO.$40.0M92,906+1,263add
146ALLIANCEBERNSTEIN L.P.$39.0M98,314+20,881add
147Pathstone Holdings, LLC$38.7M89,875+17,403add
148Keel Point, LLC$38.5M89,382−3,543trim
149DIVERSIFY WEALTH MANAGEMENT, LLC$37.7M90,388+87,237add
150BANK OF NOVA SCOTIA$37.7M87,589+17,230add
151INSIGNEO ADVISORY SERVICES, LLC$37.6M87,368+10,933add
152Eurizon Asset Management Hungary Ltd.$37.5M87,044+87,044new
153BALDWIN WEALTH PARTNERS LLC/MA$37.0M85,975+5,821add
154Sicart Associates LLC$36.2M84,144−5,531trim
155RENAISSANCE TECHNOLOGIES LLC$35.7M83,059+15,979add
156SCS Capital Management LLC$35.4M82,193−2,853trim
157Ashton Thomas Private Wealth, LLC$35.4M82,170−20,034trim
158MinichMacGregor Wealth Management, LLC$35.2M81,912−15,186trim
159INDEPENDENT FINANCIAL GROUP, LLC$34.7M80,696no prior
160Marex Group Ltd$34.6M80,393+70,231add
161GUGGENHEIM CAPITAL LLC$34.5M80,089+5,234add
162Essex Financial Services, Inc.$34.2M79,590−2,457trim
163Ascent Group, LLC$34.1M79,353−5,816trim
164Federation des caisses Desjardins du Quebec$33.8M78,627+4,067add
165Waverly Advisors, LLC$33.6M78,002+6,397add
166Polymer Capital Management (HK) LTD$33.1M77,037−7,013trim
167Stratos Wealth Partners, LTD.$32.6M75,798+5,053add
168Lee Financial Co$32.1M74,497−1,846trim
169Stonebridge Financial Group, LLC$31.6M73,489−14,553trim
170Evercore Wealth Management, LLC$31.1M72,330−1,504trim
171Pine Ridge Advisers LLC$30.6M71,2250no change
172Consolidated Portfolio Review Corp$30.6M71,2250no change
173Mirae Asset Global Investments Co., Ltd.$30.4M70,753−48,212trim
174Evolution Wealth Advisors, LLC$30.2M70,286+8,959add
175Rothschild Capital Partners, LLC$29.9M69,567+60add
176Robertson Stephens Wealth Management, LLC$29.8M69,304+3,072add
177NORTHCAPE WEALTH MANAGEMENT, LLC$29.8M69,251−3,715trim
178AlphaCore Capital LLC$29.7M68,917−8,931trim
179HB Wealth Management, LLC$29.5M68,661+1,331add
180CLIFFORD SWAN INVESTMENT COUNSEL LLC$29.5M68,511−5,716trim
181Mader & Shannon Wealth Management, Inc.$29.3M68,178−14,781trim
182TWIN FOCUS CAPITAL PARTNERS, LLC$29.1M67,740−593trim
183Riggs Asset Managment Co. Inc.$29.0M67,483−10,453trim
184Argos Wealth Advisors, LLC$28.9M67,123−289trim
185WELLINGTON MANAGEMENT GROUP LLP$28.7M66,690−22,855trim
186CENTRAL TRUST Co$28.7M66,618−4,218trim
187WNY Asset Management, LLC$28.2M65,501no prior
188Bedell Frazier Investment Counselling, LLC$27.9M64,755−1,253trim
189Horizon Wealth Management, LLC$27.8M64,634+20,186add
190Intrua Financial, LLC$27.7M64,461−26,483trim
191LMR Partners LLP$27.2M63,309+38,059add
192Bayshore Capital Advisors, LLC$27.1M62,942−1,823trim
193Omnia Family Wealth, LLC$26.7M62,002−540trim
194SHUFRO ROSE & CO LLC$26.5M61,702+139add
195Evelyn Partners Asset Management Ltd$26.5M61,557−7,573trim
196Bulltick Wealth Management, LLC$26.3M61,119+7,116add
197SKY-MOUNTAIN CAPITAL MANAGEMENT, INC.$26.1M60,767+241add
198TOCQUEVILLE ASSET MANAGEMENT L.P.$26.1M60,752−1,098trim
199Measured Wealth Private Client Group, LLC$26.0M60,432−4,710trim
200AE Wealth Management LLC$25.3M58,726−12,947trim
201Avior Wealth Management, LLC$25.3M58,721+34,783add
202J.W. COLE ADVISORS, INC.$25.2M58,492+2,292add
203Union Bancaire Privee, UBP SA$25.0M61,123−90,867trim
204Summit Financial, LLC$24.8M57,649−2,735trim
205Quantinno Capital Management LP$24.4M56,710+28,559add
206FIDELIS CAPITAL PARTNERS, LLC$24.2M56,187+5,217add
207Kingsview Wealth Management, LLC$24.0M55,883−207trim
208Vontobel Holding Ltd.$24.0M55,807−315trim
209MAI Capital Management$24.0M55,760+4,368add
210DRW Securities, LLC$24.0M55,739−43,359trim
211Knollwood Investment Advisory, LLC$23.9M55,6310no change
212BRIGHT FINANCIAL ADVISORS, INC.$23.8M55,284−1,294trim
213Evelyn Partners Investment Management (Europe) Ltd$23.7M55,050−224trim
214Parametrica Management Ltd$23.7M55,000+55,000new
215EVOKE WEALTH, LLC$23.6M54,900−720trim
216EP Wealth Advisors, LLC$23.5M54,704+5,740add
217MGO ONE SEVEN LLC$23.4M54,376−2,591trim
218ARS Wealth Advisors Group, LLC$23.2M53,901−5,377trim
219Impact Partnership Wealth, LLC$23.2M53,850+15,207add
220James Hambro & Partners LLP$22.9M53,190−7,248trim
221University of Illinois Foundation$22.7M52,785+52,785new
222Dynamic Advisor Solutions LLC$22.6M52,418+764add
223FFG Partners, LLC$22.4M52,029−3,752trim
224Pinpoint Asset Management (Singapore) Pte. Ltd.$22.2M51,5900no change
225Members Advisory Group LLC$22.2M51,522+11,269add
226Csenge Advisory Group$22.2M51,478−11,468trim
227CIBC Bancorp USA Inc.$21.9M51,007no prior
228Pettinga Financial Advisors LLC$21.9M50,985−1,036trim
229Corecam AG$21.9M50,963+13,480add
230LEVEL FOUR ADVISORY SERVICES, LLC$21.9M50,883+6,514add
231Snowden Capital Advisors LLC$21.9M50,850−1,764trim
232RS CRUM INC.$21.6M50,264−4,221trim
233COBALT CAPITAL MANAGEMENT, INC.$21.5M50,000−25,000trim
234Intrinsic Edge Capital Management LLC$21.5M50,0000no change
235Point72 Asset Management, L.P.$21.5M49,851+38,551add
236Western Wealth Management, LLC$21.4M49,670+49,670new
237PFG Advisors$21.2M49,200−4,753trim
238Strategic Wealth Investment Group, LLC$20.7M48,154−1,653trim
239Bank Pictet & Cie (Europe) AG$20.6M48,023+3,293add
240Schonfeld Strategic Advisors LLC$20.4M47,362+9,582add
241Sassicaia Capital Advisers LLC$20.3M47,120+38,120add
242IHT Wealth Management, LLC$20.3M47,087−3,117trim
243MARSHALL INVESTMENT MANAGEMENT, LLC$20.2M47,049−1,363trim
244Ellsworth Advisors, LLC$20.1M46,734+1,451add
245Sigma Planning Corp$20.1M46,617−12,371trim
246GC Wealth Management RIA, LLC$19.8M46,130−15,327trim
247AXXCESS WEALTH MANAGEMENT, LLC$19.8M46,021−1,141trim
248Westover Capital Advisors, LLC$19.6M45,512−2,811trim
249Dakota Wealth Management$19.4M45,145−7,108trim
250Cassia Capital Partners, LLC$19.3M44,954−266trim
251Hamilton Wealth, LLC$19.3M44,895−4,799trim
252FIDUCIARY TRUST CO$19.2M44,683−1,213trim
253PRELUDE CAPITAL MANAGEMENT, LLC$19.2M44,591−40,653trim
254BBR PARTNERS, LLC$19.2M44,526+746add
255ASSETMARK, INC$19.1M44,314+892add
256PATTEN & PATTEN INC/TN$19.1M44,288+7,447add
257DSG Capital Advisors, LLC$19.0M44,160+114add
258Ascent Wealth Partners, LLC$18.8M43,734+1,624add
259BTG Pactual Asset Management US LLC$18.7M43,399+5,801add
260Perennial Advisors, LLC$18.7M43,388−49trim
261EXENCIAL WEALTH ADVISORS, LLC$18.6M43,224−16,185trim
262FIRST MANHATTAN CO. LLC.$18.6M43,159−1,775trim
263Wealthspire Advisors, LLC$18.6M43,115−11,031trim
264Palumbo Wealth Management LLC$18.5M43,064−513trim
265XML Financial, LLC$18.4M42,807+2,695add
266Gladstone Institutional Advisory LLC$18.4M42,770−2,951trim
267Gruss & Co., LLC$18.3M42,500−6,500trim
268Clearstead Advisors, LLC$18.2M42,196−913trim
269BFSG, LLC$17.8M41,401−23trim
270Harvest Investment Services, LLC$17.8M41,340−8,967trim
271Stratos Wealth Advisors, LLC$17.8M41,330+374add
272ACORN CREEK CAPITAL LLC$17.7M41,179−6,313trim
273Prairie Wealth Advisors, Inc.$17.5M00no change
274Jacobi Capital Management LLC$17.5M40,559+638add
275Sarasin & Partners LLP$17.4M40,468−10,215trim
276Blue Fin Capital, Inc.$17.4M40,402−197trim
277ADAPT Investment Managers SA$17.3M40,240−99,660trim
278Three Bridge Wealth Advisors, LLC$17.3M40,221−1,465trim
279Lake Hills Wealth Management, LLC$17.2M40,051+2,182add
280INTREPID FAMILY OFFICE LLC$17.2M40,0000no change
281McElhenny Sheffield Capital Management, LLC$17.2M39,862+39,862new
282Apollon Wealth Management, LLC$17.2M39,858+1,580add
283Symphony Financial, Ltd. Co.$17.0M40,140−887trim
284Brown University$17.0M39,5000no change
285Client First Capital LLC$17.0M39,463−3,417trim
286MAINSTAY CAPITAL MANAGEMENT LLC /ADV$16.8M39,042+3,631add
287FOURPATH CAPITAL MANAGEMENT, LLC$16.8M38,955−2,017trim
288E&G Advisors, LLC$16.7M38,899−1,093trim
289Checchi Capital Advisers, LLC$16.7M38,872−12,620trim
290EDMOND DE ROTHSCHILD HOLDING S.A.$16.7M38,751−23,569trim
291CITIZENS FINANCIAL GROUP INC/RI$16.4M38,103−682trim
292Fortis Group Advisors, LLC$16.4M38,698+2,961add
293Greenbush Financial Group, LLC$16.3M37,945−4,813trim
294Merit Financial Group, LLC$16.3M37,915+552add
295U.S. Capital Wealth Advisors, LLC$16.1M37,532+1,372add
296AVALON CAPITAL MANAGEMENT$16.1M37,468−6,261trim
297Cadence Wealth Management LLC$16.1M37,424+242add
298Mutual Advisors, LLC$16.1M37,358+3,531add
299VestGen Advisors, LLC$16.0M36,941−2,200trim
300Choate Investment Advisors$15.9M37,066−2,205trim
301Janus Henderson Group Ltd.$15.9M37,044+7,523add
302Ballentine Partners, LLC$15.9M36,970−2,967trim
303ICONIQ Capital, LLC$15.9M36,9200no change
304PARSONS CAPITAL MANAGEMENT INC/RI$15.8M36,762−99trim
305Fortis Capital Management LLC$15.8M36,758+1,035add
306RED CEDAR INVESTMENT MANAGEMENT, LLC$15.7M36,449−7,561trim
307Sugar Maple Asset Management, LLC$15.6M36,356+1,710add
308Gateway Wealth Partners, LLC$15.6M36,184+28,287add
309Targeted Financial Services LLC$15.6M36,171−3,907trim
310Portman Square Capital LLP$15.5M36,000+36,000new
311SageGuard Financial Group, LLC$15.5M35,985−14,655trim
312swisspartners Advisors Ltd$15.3M35,6900no change
313Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors$15.2M35,375−3,430trim
314NWAM LLC$15.2M35,316+932add
315OMC Financial Services LTD$15.0M34,804+842add
316DAVENPORT & Co LLC$14.8M34,353−5,885trim
317Aspire Capital Advisors LLC$14.8M34,300+4,548add
318MILLENNIUM MANAGEMENT LLC$14.7M34,219−20,420trim
319LEVIN CAPITAL STRATEGIES, L.P.$14.7M34,155−7,118trim
320PFG Investments, LLC$14.7M34,065−1,165trim
321World Investment Advisors$14.6M34,009+1,231add
322OmniStar Financial Group, Inc.$14.6M33,838−1,150trim
323MANUFACTURERS LIFE INSURANCE COMPANY, THE$14.5M33,767−55,502trim
324Oliver Luxxe Assets LLC$14.4M33,423−10,932trim
325ACT WEALTH MANAGEMENT, LLC$14.4M33,422−38,171trim
326Circle Wealth Management, LLC$14.3M33,304+865add
327Composition Wealth, LLC$14.3M33,224+2,652add
328FMR LLC$14.2M33,018+2,489add
329Stonehage Fleming Financial Services Holdings Ltd$14.1M32,879−8,367trim
330Lifeworks Advisors, LLC$14.1M32,836+6,329add
331ASSOCIATED BANC-CORP$14.0M32,464−197trim
332Narus Financial Partners, LLC$14.0M32,445−143trim
333STEPHENS INC /AR/$13.9M31,649−784trim
334Squarepoint Ops LLC$13.9M32,225−28,314trim
335GREAT VALLEY ADVISOR GROUP, INC.$13.9M32,217−1,732trim
336FAS Wealth Partners, Inc.$13.8M32,165+7,341add
337HELIOS CAPITAL MANAGEMENT PTE. LTD$13.8M32,0000no change
338LFA - Lugano Financial Advisors SA$13.5M31,385+1add
339FLAX POND CAPITAL, LLC$13.5M31,357−1,650trim
340Scarborough Advisors, LLC$13.5M31,271−3,681trim
341DDFG, Inc$13.3M30,960−2,193trim
342Kovack Advisors, Inc.$13.2M30,435+2,364add
343LTS Liquid Investments LLC$13.2M30,710−11,440trim
344Krane Financial Solutions LLC$13.1M30,381no prior
345Spire Wealth Management$13.1M30,381−53trim
346Conservest Capital Advisors, Inc.$13.0M30,142+440add
347TCM Advisors, LLC$13.0M30,122+276add
348Focus Financial Network, Inc.$12.9M30,094−3,430trim
349E Fund Management Co., Ltd.$12.9M30,033no prior
350Senator Investment Group LP$12.9M30,0000no change
351GenTrust, LLC$12.8M29,847+922add
352Wealthcare Advisory Partners LLC$12.8M29,834+2add
353CONSOLIDATED CAPITAL MANAGEMENT, LLC$12.7M29,541−10,955trim
354Quantum Capital Management, LLC / NJ$12.6M29,208−901trim
355Blue Trust, Inc.$12.5M29,138+1,198add
356Rehmann Capital Advisory Group$12.5M29,130+1,770add
3571 NORTH WEALTH SERVICES LLC$12.4M28,910−169trim
358Independence Financial Advisors, LLC$12.4M28,743+25,915add
359Nicholson Meyer Capital Management, Inc.$12.3M28,702−5,670trim
360Joel Isaacson & Co., LLC$12.3M28,616+893add
361MONECO ADVISORS, LLC$12.3M28,577+716add
362IronBridge Private Wealth, LLC$12.3M28,575−7,186trim
363CARDIFF PARK ADVISORS, LLC$12.3M28,476+28,476new
3641834 INVESTMENT ADVISORS CO$12.1M28,228+619add
365GENESIS PRIVATE WEALTH, LLC$12.1M28,044−383trim
366OneDigital Investment Advisors LLC$12.1M28,020−1,679trim
367RAINEY & RANDALL WEALTH ADVISORS INC.$11.9M27,640−95trim
368FLAGSHIP HARBOR ADVISORS, LLC$11.9M27,620+27,620new
369Eagle Strategies LLC$11.9M27,547−2,352trim
370Sharp Wealth Advisory, LLC$11.8M27,431+45add
371Compass Wealth Management, LLC/GA$11.8M27,362−3,487trim
372Independent Family Office, LLC$11.7M27,167−2,641trim
373Bellwether Advisors, LLC$11.7M27,125+27,125new
374Verition Fund Management LLC$11.6M26,959−16,556trim
375Tamar Securities, LLC$11.6M26,920+725add
376Gotham Asset Management, LLC$11.5M26,807+7,536add
377QUATTRO FINANCIAL ADVISORS LLC$11.5M26,675+11,571add
378Independent Wealth Advisors LLC$11.4M26,530no prior
379Park Edge Advisors, LLC$11.4M26,418−1,939trim
380Integrated Advisors Network LLC$11.4M26,416−17,565trim
381Boston Partners$11.3M6,4510no change
382EFG International AG$11.3M26,321−3,163trim
383Capital Investment Advisory Services, LLC$11.3M26,299−152trim
384Arch Global Advisors, LLC$11.3M26,261no prior
385First Trust Bank, Ltd.$11.1M25,688+3,918add
386Larson Financial Group LLC$11.0M25,595−10,456trim
387Three Seasons Wealth, LLC$11.0M25,545+1,538add
388Atlantic Union Bankshares Corp$11.0M25,523−3,147trim
389HUB Investment Partners, LLC$10.9M25,287+15,760add
390COREPATH WEALTH PARTNERS LLC$10.9M25,027−1,147trim
391Savant Capital, LLC$10.8M25,205−596trim
392Redwood Park Advisors LLC$10.8M25,172−96trim
393Coastline Trust Co$10.7M24,972+22,923add
394Skylands Capital, LLC$10.6M24,740−300trim
395NewEdge Wealth, LLC$10.6M24,687−498trim
396Allie Family Office LLC$10.6M24,642+1,876add
397Royal Fund Management, LLC$10.5M24,508−16,123trim
398Twin Tree Management, LP$10.5M24,477+18,986add
399PETRA FINANCIAL ADVISORS INC$10.5M24,344+1,332add
400SCHWARTZ INVESTMENT COUNSEL INC$10.5M24,3440no change
401PCG Wealth Advisors, LLC$10.4M24,257−4,186trim
402Grove Bank & Trust$10.3M23,930−695trim
403Geneos Wealth Management Inc.$10.3M23,918−3,935trim
404Ameritas Advisory Services, LLC$10.2M23,796−2,927trim
405ADVISORTRUST PARTNERS, LLC$10.2M23,789−4,629trim
406B. Riley Wealth Advisors, Inc.$10.2M24,684−16,237trim
407CPR Investments Inc.$10.2M23,692−2,186trim
408AAF Wealth Management, LLC$10.2M23,622+22,903add
409Sovran Advisors, LLC$10.2M23,972−80trim
410Gordian Capital Singapore Pte Ltd$10.1M23,500+23,500new
411Savvy Advisors, Inc.$10.1M23,466+5,071add
412Oxler Private Wealth LLC$10.1M23,3790no change
413CHOREO, LLC$10.1M23,378+8,786add
414Hibernia Wealth Partners, LLC$10.0M23,282−7,205trim
415Pitcairn Wealth Advisors LLC$10.0M25,110−930trim
416Oxbow Advisors, LLC$9.9M23,089+3,975add
417NATIXIS$9.9M23,034−10,282trim
418waypoint wealth counsel$9.8M22,888−4,400trim
419Yarbrough Capital, LLC$9.8M22,7470no change
420OneAscent Financial Services LLC$9.8M22,737+3,622add
421JOHNSON INVESTMENT COUNSEL INC$9.8M22,679+22,679new
422Tepp RIA, LLC$9.8M22,669+1,356add
423Beacon Capital Management, Inc.$9.7M22,612no prior
424UNITED CAPITAL FINANCIAL ADVISORS, LLC$9.7M22,544+22,544new
425TCTC Holdings, LLC$9.6M22,367+120add
426BECKER CAPITAL MANAGEMENT INC$9.6M22,292+5add
427Qube Research & Technologies Ltd$9.6M22,252−40,921trim
428Elite Wealth Management, Inc.$9.6M22,226−1,503trim
429Curated Wealth Partners LLC$9.5M22,145−13trim
430MUHLENKAMP & CO INC$9.5M22,083−218trim
431Brookwood Investment Group LLC$9.4M21,956+101add
432FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC$9.4M21,907−835trim
433National Philanthropic Trust$9.4M21,889no prior
434Vivaldi Capital Management LP$9.3M21,706+649add
435Mirador Capital Partners LP$9.3M21,611+18,543add
436NDWM LLC$9.3M21,594+1,240add
437Accurate Wealth Management, LLC$9.3M21,184−1,242trim
438Addison Capital Co$9.2M21,451+5,494add
439HEADINVEST, LLC$9.2M21,404+1,635add
440Aptus Capital Advisors, LLC$9.2M21,385−1,101trim
441WealthBridge Capital Management, LLC$9.2M21,356−351trim
442Callan Family Office, LLC$9.2M21,321+2,415add
443Biltmore Wealth Management, LLC$9.1M21,198−4,822trim
444WCG Wealth Advisors LLC$9.1M21,187+559add
445Tidal Investments LLC$9.1M21,172−125,403trim
446LS Investment Advisors, LLC$9.1M21,055−1,654trim
447HOWLAND CAPITAL MANAGEMENT LLC$9.0M21,0030no change
448Koshinski Asset Management, Inc.$9.0M20,960−262trim
449FORTRESS PRIVATE LEDGER, LLC$8.9M20,790+1,675add
450Retirement Planning Group, LLC$8.9M20,788+1,903add
451Cranbrook Wealth Management, LLC$8.9M20,638−2,117trim
452Hilltop Holdings Inc.$8.8M20,439−3,845trim
453TSP Capital Management Group, LLC$8.8M20,414−20,055trim
454Stonehearth Capital Management, LLC$8.8M20,394−2,018trim
455MONTAG A & ASSOCIATES INC$8.7M20,274+2,719add
456Ausdal Financial Partners, Inc.$8.7M20,252−2,756trim
457PRINCIPAL SECURITIES, INC.$8.7M20,189+2,397add
458RFG Advisory, LLC$8.6M19,980−169trim
459Apella Capital, LLC$8.6M19,240+1,076add
460Freestone Capital Holdings, LLC$8.5M19,818−1,587trim
4615th Street Advisors, LLC$8.5M19,772−330trim
462United Asset Strategies, Inc.$8.5M19,763−119trim
463Cornerstone Wealth Management, LLC$8.5M19,650+2,649add
464COLDSTREAM CAPITAL MANAGEMENT INC$8.4M19,590−283trim
465WealthCare Asset Management, LLC$8.4M19,581−10,998trim
466SHRIER WEALTH MANAGEMENT, LLC$8.4M19,434−5,554trim
467Alaethes Wealth, LLC$8.3M19,285−127trim
468Delos Wealth Advisors, LLC$8.3M19,239+128add
469Vise Technologies, Inc.$8.2M20,7620no change
470Sequent Planning LLC$8.2M19,062−2,029trim
471TigerOak Management, L.L.C.$8.2M18,998−296trim
472St. Johns Investment Management Company, LLC$8.2M18,979−1,410trim
473Curry Webb Wealth Management LLC$8.1M18,914no prior
474GKV Capital Management Co., Inc.$8.1M18,888+126add
475VVR Holdings LLC$8.1M18,819−5,448trim
476Prostatis Group LLC$8.1M18,776−596trim
477Van Hulzen Asset Management, LLC$8.1M18,772−7,160trim
478Granite Bay Wealth Management, LLC$8.1M18,731+1,609add
479Bank Julius Baer & Co. Ltd, Zurich$8.1M18,712+7,205add
480McBroom & Associates, LLC$8.0M18,584−1,774trim
481SeaCrest Wealth Management, LLC$8.0M18,518+510add
482Smart Money Group LLC$7.9M18,437−220trim
483ZACKS INVESTMENT MANAGEMENT$7.9M18,434−1,293trim
484Kessler Investment Group, LLC$7.9M18,384+16,682add
485INTEGRITY ALLIANCE, LLC.$7.9M18,356−11,945trim
486VectorGlobal IAG, Inc.$7.9M18,312no prior
487Sepio Capital, LP$7.8M18,077−1,340trim
488Bryn Mawr Trust Advisors, LLC$7.7M17,873+1,343add
489McGuire Investment Group, LLC$7.7M17,798+51add
490Regal Investment Advisors LLC$7.6M17,756−339trim
491Sound View Wealth Advisors Group, LLC$7.6M17,735+1,297add
492BANQUE PICTET & CIE SA$7.6M17,786+3,961add
493HAMEL ASSOCIATES, INC.$7.6M17,707−160trim
494Prosperity Consulting Group, LLC$7.6M17,664+238add
495ExodusPoint Capital Management, LP$7.6M17,663+17,663new
496Orion Porfolio Solutions, LLC$7.5M17,442−9,517trim
497EVEXIA WEALTH LLC$7.4M17,081+826add
498Segment Wealth Management, LLC$7.4M17,245−430trim
499GUIDANCE CAPITAL, INC$7.4M17,736+4,491add
500Synergy Asset Management, LLC$7.4M17,215+8,679add
Quarter ended 2026-03-31Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Congress ↔ notable managers · GLD

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
0
Sellers
0

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Trimming
1 Tudor Investment Corp $116M held

new + add vs trim + exit, by shares · $ = reported value now, not the change · SPDR GOLD TR

Merged timeline of congressional filings and notable-manager moves on GLD
DateWhoChangeSize
2026-05-15Third Point 13Fnew+95,000 sh
2026-05-15Gotham Asset Management 13Fadd+7,536 sh
2026-05-15Tudor Investment Corp 13Ftrim−208,433 sh

3 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

10 members of Congress disclosed GLD — the congressional view ↗