Public record / Tickers / GLD

GLD — SPDR GOLD TRUST

Both disclosure regimes on one name: who in Congress filed about GLD, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
41
all PTR rows naming GLD
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
03-29
filed 2024-03-29
13F holders
500
top-500 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

E. Scott Rigell · $100K–$250K

Sale · traded 2016-11-23 → filed 2016-12-23. Ranked over every GLD row by the provable lower bound, never a point estimate.

No member disclosed GLD in the trailing 12 months

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

13 rows filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

No dated GLD rows fall inside the trailing 24 months by trade date.

Trade date, not filing date — the lag lives in the table below. 0 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING GLD · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning GLD
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2024-03-29Thomas R. Carper D–DESale · partial · SP (partial sale, spouse-owned)Traded 03-13 +16d$1K–$15K
2023-06-20Mike Garcia R–CA-27SaleTraded 06-08 +12d$15K–$50K
2022-09-02Thomas R. Carper D–DESale · SP (spouse-owned)Traded 08-10 +23d$1K–$15K
2022-06-03Thomas R. Carper D–DESale · partial · SP (partial sale, spouse-owned)Traded 05-10 +24d$1K–$15K
2022-04-05Thomas R. Carper D–DEPurchase · SP (spouse-owned)Traded 03-07 +29d$1K–$15K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 41 ↗

Members active in GLD

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14

No member disclosed GLD in the trailing 12 months.

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

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

full holders view ↗
Top institutional holders of GLD for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BANK OF AMERICA CORP /DE/$4.8B1
2MORGAN STANLEY$4.7B1
3UBS Group AG$2.8B1
4LPL Financial LLC$2.0B1
5WELLS FARGO & COMPANY/MN$1.6B1
6First Eagle Investment Management, LLC$1.1B1
7RAYMOND JAMES FINANCIAL INC$1.0B1
8ROYAL BANK OF CANADA$951M1
9CITIGROUP INC$716M1
10BlackRock, Inc.$649M1
11HighTower Advisors, LLC$614M1
12ENVESTNET ASSET MANAGEMENT INC$501M1
13Comprehensive Financial Management LLC$494M1
14Marino Management, LLC$476M1
15Bracebridge Capital, LLC$410M1
16STATE STREET CORP$405M1
17Rockefeller Capital Management L.P.$399M1
18Cetera Investment Advisers$367M1
19COMMONWEALTH EQUITY SERVICES, LLC$366M1
20OSAIC HOLDINGS, INC.$359M1
21US BANCORP \DE\$358M1
22NORTHERN TRUST CORP$357M1
23PPSC Investment Service Corp$336M1
24SUSQUEHANNA INTERNATIONAL GROUP, LLP$315M1
25STIFEL FINANCIAL CORP$293M1
26FIL Ltd$287M1
27Steward Partners Investment Advisory, LLC$269M1
28SUMITOMO MITSUI FINANCIAL GROUP, INC.$254M1
29TRUIST FINANCIAL CORP$247M1
30Quadrature Capital Ltd$231M1
31Jain Global LLC$220M1
32Banco Santander, S.A.$219M1
33NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$210M1
34Bleichroeder LP$204M1
35Orbis Allan Gray Ltd$204M1
36JANE STREET GROUP, LLC$204M1
37Sequoia Financial Advisors, LLC$202M1
38HARVARD MANAGEMENT CO INC$200M1
39Focus Partners Wealth$193M1
40Mariner, LLC$192M1
41TD ASSET MANAGEMENT INC$191M1
42OpenArc Corporate Advisory, LLC$186M1
43Cerity Partners LLC$185M1
44Kestra Advisory Services, LLC$184M1
45Brevan Howard Capital Management LP$184M1
46Proficio Capital Partners LLC$179M1
47Arnhold LLC$169M1
48BLAIR WILLIAM & CO/IL$166M1
49Corient Private Wealth LLC$158M1
50AlTi Global, Inc.$155M1
51PRUDENTIAL PLC$151M1
52MML INVESTORS SERVICES, LLC$148M1
53CWM, LLC$142M1
54London & Capital Asset Management Ltd$141M1
55Stenham Asset Management Ltd$140M1
56Cresset Asset Management, LLC$134M1
57PEAK6 LLC$134M1
58TD Waterhouse Canada Inc.$133M1
59Private Advisor Group, LLC$133M1
60ELEVATION POINT WEALTH PARTNERS, LLC$132M1
61FIFTH THIRD BANCORP$128M1
62BAILARD, INC.$127M1
63Vestmark Advisory Solutions, Inc.$124M1
64Dynasty Wealth Management, LLC$124M1
65CI INVESTMENTS INC.$121M1
66Lido Advisors, LLC$119M1
67ROCKLAND TRUST CO$118M1
68Cerity Partners OCIO LLC$117M1
69NewEdge Advisors, LLC$117M1
70TUDOR INVESTMENT CORP ET AL$116M1
71Atria Investments, Inc$115M1
72CIBC WORLD MARKET INC.$114M1
73Itau Unibanco Holding S.A.$109M1
74Concurrent Investment Advisors, LLC$106M1
75BROWN ADVISORY INC$106M1
76Pinnacle Financial Partners, Inc.$104M1
77Baird Financial Group, Inc.$102M1
78SCOTIA CAPITAL INC.$98.5M1
79SHERMAN PORFOLIOS, LLC$94.1M1
80Creative Planning$93.7M1
81Sanctuary Advisors, LLC$93.1M1
82Mesirow Financial Investment Management, Inc.$87.3M1
83FOUNDATIONS INVESTMENT ADVISORS, LLC$86.2M1
84FIRST NATIONAL TRUST CO$86.0M1
85Briaud Financial Planning Inc$85.3M1
86Fullerton Fund Management Co Ltd.$84.4M1
87NATIONAL BANK OF CANADA /FI/$83.8M1
88GLENMEDE TRUST CO NA$82.8M1
89CITADEL ADVISORS LLC$80.1M1
90Children's Medical Center Corp$79.7M1
91Equitable Holdings, Inc.$76.5M1
92PINKERTON WEALTH, LLC$75.8M1
93MERCER GLOBAL ADVISORS INC /ADV$75.2M1
94FACTORY MUTUAL INSURANCE CO$72.5M1
95HANCOCK WHITNEY CORP$71.5M1
96DIMENSION CAPITAL MANAGEMENT LLC$69.8M1
97AQR CAPITAL MANAGEMENT LLC$68.8M1
98Independent Advisor Alliance$68.1M1
99Pictet North America Advisors SA$66.8M1
100Beacon Pointe Advisors, LLC$65.2M1
101GLOBALT Investments LLC / GA$63.6M1
102&PARTNERS$61.7M1
103Rice Partnership, LLC$61.5M1
104Northside Capital Management, LLC$61.3M1
105Brookstone Capital Management$61.2M1
106IEQ CAPITAL, LLC$59.0M1
107HSBC HOLDINGS PLC$58.2M1
108Spider Management Company, LLC$57.6M1
109Alamea Verwaltungs GmbH$56.4M1
110CWA Asset Management Group, LLC$56.3M1
111Private Wealth Advisors, LLC$56.1M1
112Bleakley Financial Group, LLC$55.2M1
113Tanglewood Wealth Management, Inc.$54.3M1
114Wealthfront Advisers LLC$54.2M1
115Perigon Wealth Management, LLC$52.1M1
116WS MANAGEMENT LLLP$51.9M1
117Allworth Financial LP$51.7M1
118KEYBANK NATIONAL ASSOCIATION/OH$51.4M1
119Richard C. Young & CO., LTD.$51.4M1
120SMI Advisory Services, LLC$49.6M1
121SAPIENT CAPITAL LLC$48.7M1
122Curi Capital, LLC$47.6M1
123Envestnet Portfolio Solutions, Inc.$47.4M1
124Redhawk Wealth Advisors, Inc.$47.1M1
125CTC LLC$46.3M1
126Townsend & Associates, Inc$46.1M1
127LAZARD ASSET MANAGEMENT LLC$46.1M1
128KESTRA PRIVATE WEALTH SERVICES, LLC$45.0M1
129Walser Wealth Management Company, A Ltd Liability Co$44.8M1
130OPPENHEIMER & CO INC$44.7M1
131COMMERCE BANK$44.6M1
132Prospera Financial Services Inc$44.5M1
133CREDIT AGRICOLE S A$43.8M1
134M&T BANK CORP$43.7M1
135VISTA FINANCE, LLC$43.1M1
136DME Capital Management, LP$42.9M1
137AMG National Trust Bank$42.1M1
138Portfolio Design Labs, LLC$41.6M1
139Corecam Pte. Ltd.$41.4M1
140Chesley Taft & Associates LLC$41.2M1
141Third Point LLC$40.9M1
142FRANKLIN RESOURCES INC$40.7M1
143BENJAMIN EDWARDS INC$40.6M1
144Trilogy Capital Inc.$40.0M1
145D.A. DAVIDSON & CO.$40.0M1
146ALLIANCEBERNSTEIN L.P.$39.0M1
147Pathstone Holdings, LLC$38.7M1
148Keel Point, LLC$38.5M1
149DIVERSIFY WEALTH MANAGEMENT, LLC$37.7M1
150BANK OF NOVA SCOTIA$37.7M1
151INSIGNEO ADVISORY SERVICES, LLC$37.6M1
152Eurizon Asset Management Hungary Ltd.$37.5M1
153BALDWIN WEALTH PARTNERS LLC/MA$37.0M1
154Sicart Associates LLC$36.2M1
155RENAISSANCE TECHNOLOGIES LLC$35.7M1
156SCS Capital Management LLC$35.4M1
157Ashton Thomas Private Wealth, LLC$35.4M1
158MinichMacGregor Wealth Management, LLC$35.2M1
159INDEPENDENT FINANCIAL GROUP, LLC$34.7M1
160Marex Group Ltd$34.6M1
161GUGGENHEIM CAPITAL LLC$34.5M1
162Essex Financial Services, Inc.$34.2M1
163Ascent Group, LLC$34.1M1
164Federation des caisses Desjardins du Quebec$33.8M1
165Waverly Advisors, LLC$33.6M1
166Polymer Capital Management (HK) LTD$33.1M1
167Stratos Wealth Partners, LTD.$32.6M1
168Lee Financial Co$32.1M1
169Stonebridge Financial Group, LLC$31.6M1
170Evercore Wealth Management, LLC$31.1M1
171Pine Ridge Advisers LLC$30.6M1
172Consolidated Portfolio Review Corp$30.6M1
173Mirae Asset Global Investments Co., Ltd.$30.4M1
174Evolution Wealth Advisors, LLC$30.2M1
175Rothschild Capital Partners, LLC$29.9M1
176Robertson Stephens Wealth Management, LLC$29.8M1
177NORTHCAPE WEALTH MANAGEMENT, LLC$29.8M1
178AlphaCore Capital LLC$29.7M1
179HB Wealth Management, LLC$29.5M1
180CLIFFORD SWAN INVESTMENT COUNSEL LLC$29.5M1
181Mader & Shannon Wealth Management, Inc.$29.3M1
182TWIN FOCUS CAPITAL PARTNERS, LLC$29.1M1
183Riggs Asset Managment Co. Inc.$29.0M1
184Argos Wealth Advisors, LLC$28.9M1
185WELLINGTON MANAGEMENT GROUP LLP$28.7M1
186CENTRAL TRUST Co$28.7M1
187WNY Asset Management, LLC$28.2M1
188Bedell Frazier Investment Counselling, LLC$27.9M1
189Horizon Wealth Management, LLC$27.8M1
190Intrua Financial, LLC$27.7M1
191LMR Partners LLP$27.2M1
192Bayshore Capital Advisors, LLC$27.1M1
193Omnia Family Wealth, LLC$26.7M1
194SHUFRO ROSE & CO LLC$26.5M1
195Evelyn Partners Asset Management Ltd$26.5M1
196Bulltick Wealth Management, LLC$26.3M1
197SKY-MOUNTAIN CAPITAL MANAGEMENT, INC.$26.1M1
198TOCQUEVILLE ASSET MANAGEMENT L.P.$26.1M1
199Measured Wealth Private Client Group, LLC$26.0M1
200AE Wealth Management LLC$25.3M1
201Avior Wealth Management, LLC$25.3M1
202J.W. COLE ADVISORS, INC.$25.2M1
203Union Bancaire Privee, UBP SA$25.0M1
204Summit Financial, LLC$24.8M1
205Quantinno Capital Management LP$24.4M1
206FIDELIS CAPITAL PARTNERS, LLC$24.2M1
207Kingsview Wealth Management, LLC$24.0M1
208Vontobel Holding Ltd.$24.0M1
209MAI Capital Management$24.0M1
210DRW Securities, LLC$24.0M1
211Knollwood Investment Advisory, LLC$23.9M1
212BRIGHT FINANCIAL ADVISORS, INC.$23.8M1
213Evelyn Partners Investment Management (Europe) Ltd$23.7M1
214Parametrica Management Ltd$23.7M1
215EVOKE WEALTH, LLC$23.6M1
216EP Wealth Advisors, LLC$23.5M1
217MGO ONE SEVEN LLC$23.4M1
218ARS Wealth Advisors Group, LLC$23.2M1
219Impact Partnership Wealth, LLC$23.2M1
220James Hambro & Partners LLP$22.9M1
221University of Illinois Foundation$22.7M1
222Dynamic Advisor Solutions LLC$22.6M1
223FFG Partners, LLC$22.4M1
224Pinpoint Asset Management (Singapore) Pte. Ltd.$22.2M1
225Members Advisory Group LLC$22.2M1
226Csenge Advisory Group$22.2M1
227CIBC Bancorp USA Inc.$21.9M1
228Pettinga Financial Advisors LLC$21.9M1
229Corecam AG$21.9M1
230LEVEL FOUR ADVISORY SERVICES, LLC$21.9M1
231Snowden Capital Advisors LLC$21.9M1
232RS CRUM INC.$21.6M1
233COBALT CAPITAL MANAGEMENT, INC.$21.5M1
234Intrinsic Edge Capital Management LLC$21.5M1
235Point72 Asset Management, L.P.$21.5M1
236Western Wealth Management, LLC$21.4M1
237PFG Advisors$21.2M1
238Strategic Wealth Investment Group, LLC$20.7M1
239Bank Pictet & Cie (Europe) AG$20.6M1
240Schonfeld Strategic Advisors LLC$20.4M1
241Sassicaia Capital Advisers LLC$20.3M1
242IHT Wealth Management, LLC$20.3M1
243MARSHALL INVESTMENT MANAGEMENT, LLC$20.2M1
244Ellsworth Advisors, LLC$20.1M1
245Sigma Planning Corp$20.1M1
246GC Wealth Management RIA, LLC$19.8M1
247AXXCESS WEALTH MANAGEMENT, LLC$19.8M1
248Westover Capital Advisors, LLC$19.6M1
249Dakota Wealth Management$19.4M1
250Cassia Capital Partners, LLC$19.3M1
251Hamilton Wealth, LLC$19.3M1
252FIDUCIARY TRUST CO$19.2M1
253PRELUDE CAPITAL MANAGEMENT, LLC$19.2M1
254BBR PARTNERS, LLC$19.2M1
255ASSETMARK, INC$19.1M1
256PATTEN & PATTEN INC/TN$19.1M1
257DSG Capital Advisors, LLC$19.0M1
258Ascent Wealth Partners, LLC$18.8M1
259BTG Pactual Asset Management US LLC$18.7M1
260Perennial Advisors, LLC$18.7M1
261EXENCIAL WEALTH ADVISORS, LLC$18.6M1
262FIRST MANHATTAN CO. LLC.$18.6M1
263Wealthspire Advisors, LLC$18.6M1
264Palumbo Wealth Management LLC$18.5M1
265XML Financial, LLC$18.4M1
266Gladstone Institutional Advisory LLC$18.4M1
267Gruss & Co., LLC$18.3M1
268Clearstead Advisors, LLC$18.2M1
269BFSG, LLC$17.8M1
270Harvest Investment Services, LLC$17.8M1
271Stratos Wealth Advisors, LLC$17.8M1
272ACORN CREEK CAPITAL LLC$17.7M1
273Prairie Wealth Advisors, Inc.$17.5M1
274Jacobi Capital Management LLC$17.5M1
275Sarasin & Partners LLP$17.4M1
276Blue Fin Capital, Inc.$17.4M1
277ADAPT Investment Managers SA$17.3M1
278Three Bridge Wealth Advisors, LLC$17.3M1
279Lake Hills Wealth Management, LLC$17.2M1
280INTREPID FAMILY OFFICE LLC$17.2M1
281McElhenny Sheffield Capital Management, LLC$17.2M1
282Apollon Wealth Management, LLC$17.2M1
283Symphony Financial, Ltd. Co.$17.0M1
284Brown University$17.0M1
285Client First Capital LLC$17.0M1
286MAINSTAY CAPITAL MANAGEMENT LLC /ADV$16.8M1
287FOURPATH CAPITAL MANAGEMENT, LLC$16.8M1
288E&G Advisors, LLC$16.7M1
289Checchi Capital Advisers, LLC$16.7M1
290EDMOND DE ROTHSCHILD HOLDING S.A.$16.7M1
291CITIZENS FINANCIAL GROUP INC/RI$16.4M1
292Fortis Group Advisors, LLC$16.4M1
293Greenbush Financial Group, LLC$16.3M1
294Merit Financial Group, LLC$16.3M1
295U.S. Capital Wealth Advisors, LLC$16.1M1
296AVALON CAPITAL MANAGEMENT$16.1M1
297Cadence Wealth Management LLC$16.1M1
298Mutual Advisors, LLC$16.1M1
299VestGen Advisors, LLC$16.0M1
300Choate Investment Advisors$15.9M1
301Janus Henderson Group Ltd.$15.9M1
302Ballentine Partners, LLC$15.9M1
303ICONIQ Capital, LLC$15.9M1
304PARSONS CAPITAL MANAGEMENT INC/RI$15.8M1
305Fortis Capital Management LLC$15.8M1
306RED CEDAR INVESTMENT MANAGEMENT, LLC$15.7M1
307Sugar Maple Asset Management, LLC$15.6M1
308Gateway Wealth Partners, LLC$15.6M1
309Targeted Financial Services LLC$15.6M1
310Portman Square Capital LLP$15.5M1
311SageGuard Financial Group, LLC$15.5M1
312swisspartners Advisors Ltd$15.3M1
313Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors$15.2M1
314NWAM LLC$15.2M1
315OMC Financial Services LTD$15.0M1
316DAVENPORT & Co LLC$14.8M1
317Aspire Capital Advisors LLC$14.8M1
318MILLENNIUM MANAGEMENT LLC$14.7M1
319LEVIN CAPITAL STRATEGIES, L.P.$14.7M1
320PFG Investments, LLC$14.7M1
321World Investment Advisors$14.6M1
322OmniStar Financial Group, Inc.$14.6M1
323MANUFACTURERS LIFE INSURANCE COMPANY, THE$14.5M1
324Oliver Luxxe Assets LLC$14.4M1
325ACT WEALTH MANAGEMENT, LLC$14.4M1
326Circle Wealth Management, LLC$14.3M1
327Composition Wealth, LLC$14.3M1
328FMR LLC$14.2M1
329Stonehage Fleming Financial Services Holdings Ltd$14.1M1
330Lifeworks Advisors, LLC$14.1M1
331ASSOCIATED BANC-CORP$14.0M1
332Narus Financial Partners, LLC$14.0M1
333STEPHENS INC /AR/$13.9M1
334Squarepoint Ops LLC$13.9M1
335GREAT VALLEY ADVISOR GROUP, INC.$13.9M1
336FAS Wealth Partners, Inc.$13.8M1
337HELIOS CAPITAL MANAGEMENT PTE. LTD$13.8M1
338LFA - Lugano Financial Advisors SA$13.5M1
339FLAX POND CAPITAL, LLC$13.5M1
340Scarborough Advisors, LLC$13.5M1
341DDFG, Inc$13.3M1
342Kovack Advisors, Inc.$13.2M1
343LTS Liquid Investments LLC$13.2M1
344Krane Financial Solutions LLC$13.1M1
345Spire Wealth Management$13.1M1
346Conservest Capital Advisors, Inc.$13.0M1
347TCM Advisors, LLC$13.0M1
348Focus Financial Network, Inc.$12.9M1
349E Fund Management Co., Ltd.$12.9M1
350Senator Investment Group LP$12.9M1
351GenTrust, LLC$12.8M1
352Wealthcare Advisory Partners LLC$12.8M1
353CONSOLIDATED CAPITAL MANAGEMENT, LLC$12.7M1
354Quantum Capital Management, LLC / NJ$12.6M1
355Blue Trust, Inc.$12.5M1
356Rehmann Capital Advisory Group$12.5M1
3571 NORTH WEALTH SERVICES LLC$12.4M1
358Independence Financial Advisors, LLC$12.4M1
359Nicholson Meyer Capital Management, Inc.$12.3M1
360Joel Isaacson & Co., LLC$12.3M1
361MONECO ADVISORS, LLC$12.3M1
362IronBridge Private Wealth, LLC$12.3M1
363CARDIFF PARK ADVISORS, LLC$12.3M1
3641834 INVESTMENT ADVISORS CO$12.1M1
365GENESIS PRIVATE WEALTH, LLC$12.1M1
366OneDigital Investment Advisors LLC$12.1M1
367RAINEY & RANDALL WEALTH ADVISORS INC.$11.9M1
368FLAGSHIP HARBOR ADVISORS, LLC$11.9M1
369Eagle Strategies LLC$11.9M1
370Sharp Wealth Advisory, LLC$11.8M1
371Compass Wealth Management, LLC/GA$11.8M1
372Independent Family Office, LLC$11.7M1
373Bellwether Advisors, LLC$11.7M1
374Verition Fund Management LLC$11.6M1
375Tamar Securities, LLC$11.6M1
376Gotham Asset Management, LLC$11.5M1
377QUATTRO FINANCIAL ADVISORS LLC$11.5M1
378Independent Wealth Advisors LLC$11.4M1
379Park Edge Advisors, LLC$11.4M1
380Integrated Advisors Network LLC$11.4M1
381Boston Partners$11.3M1
382EFG International AG$11.3M1
383Capital Investment Advisory Services, LLC$11.3M1
384Arch Global Advisors, LLC$11.3M1
385First Trust Bank, Ltd.$11.1M1
386Larson Financial Group LLC$11.0M1
387Three Seasons Wealth, LLC$11.0M1
388Atlantic Union Bankshares Corp$11.0M1
389HUB Investment Partners, LLC$10.9M1
390COREPATH WEALTH PARTNERS LLC$10.9M1
391Savant Capital, LLC$10.8M1
392Redwood Park Advisors LLC$10.8M1
393Coastline Trust Co$10.7M1
394Skylands Capital, LLC$10.6M1
395NewEdge Wealth, LLC$10.6M1
396Allie Family Office LLC$10.6M1
397Royal Fund Management, LLC$10.5M1
398Twin Tree Management, LP$10.5M1
399PETRA FINANCIAL ADVISORS INC$10.5M1
400SCHWARTZ INVESTMENT COUNSEL INC$10.5M1
401PCG Wealth Advisors, LLC$10.4M1
402Grove Bank & Trust$10.3M1
403Geneos Wealth Management Inc.$10.3M1
404Ameritas Advisory Services, LLC$10.2M1
405ADVISORTRUST PARTNERS, LLC$10.2M1
406B. Riley Wealth Advisors, Inc.$10.2M1
407CPR Investments Inc.$10.2M1
408AAF Wealth Management, LLC$10.2M1
409Sovran Advisors, LLC$10.2M1
410Gordian Capital Singapore Pte Ltd$10.1M1
411Savvy Advisors, Inc.$10.1M1
412Oxler Private Wealth LLC$10.1M1
413CHOREO, LLC$10.1M1
414Hibernia Wealth Partners, LLC$10.0M1
415Pitcairn Wealth Advisors LLC$10.0M1
416Oxbow Advisors, LLC$9.9M1
417NATIXIS$9.9M1
418waypoint wealth counsel$9.8M1
419Yarbrough Capital, LLC$9.8M1
420OneAscent Financial Services LLC$9.8M1
421JOHNSON INVESTMENT COUNSEL INC$9.8M1
422Tepp RIA, LLC$9.8M1
423Beacon Capital Management, Inc.$9.7M1
424UNITED CAPITAL FINANCIAL ADVISORS, LLC$9.7M1
425TCTC Holdings, LLC$9.6M1
426BECKER CAPITAL MANAGEMENT INC$9.6M1
427Qube Research & Technologies Ltd$9.6M1
428Elite Wealth Management, Inc.$9.6M1
429Curated Wealth Partners LLC$9.5M1
430MUHLENKAMP & CO INC$9.5M1
431Brookwood Investment Group LLC$9.4M1
432FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC$9.4M1
433National Philanthropic Trust$9.4M1
434Vivaldi Capital Management LP$9.3M1
435Mirador Capital Partners LP$9.3M1
436NDWM LLC$9.3M1
437Accurate Wealth Management, LLC$9.3M1
438Addison Capital Co$9.2M1
439HEADINVEST, LLC$9.2M1
440Aptus Capital Advisors, LLC$9.2M1
441WealthBridge Capital Management, LLC$9.2M1
442Callan Family Office, LLC$9.2M1
443Biltmore Wealth Management, LLC$9.1M1
444WCG Wealth Advisors LLC$9.1M1
445Tidal Investments LLC$9.1M1
446LS Investment Advisors, LLC$9.1M1
447HOWLAND CAPITAL MANAGEMENT LLC$9.0M1
448Koshinski Asset Management, Inc.$9.0M1
449FORTRESS PRIVATE LEDGER, LLC$8.9M1
450Retirement Planning Group, LLC$8.9M1
451Cranbrook Wealth Management, LLC$8.9M1
452Hilltop Holdings Inc.$8.8M1
453TSP Capital Management Group, LLC$8.8M1
454Stonehearth Capital Management, LLC$8.8M1
455MONTAG A & ASSOCIATES INC$8.7M1
456Ausdal Financial Partners, Inc.$8.7M1
457PRINCIPAL SECURITIES, INC.$8.7M1
458RFG Advisory, LLC$8.6M1
459Apella Capital, LLC$8.6M1
460Freestone Capital Holdings, LLC$8.5M1
4615th Street Advisors, LLC$8.5M1
462United Asset Strategies, Inc.$8.5M1
463Cornerstone Wealth Management, LLC$8.5M1
464COLDSTREAM CAPITAL MANAGEMENT INC$8.4M1
465WealthCare Asset Management, LLC$8.4M1
466SHRIER WEALTH MANAGEMENT, LLC$8.4M1
467Alaethes Wealth, LLC$8.3M1
468Delos Wealth Advisors, LLC$8.3M1
469Vise Technologies, Inc.$8.2M1
470Sequent Planning LLC$8.2M1
471TigerOak Management, L.L.C.$8.2M1
472St. Johns Investment Management Company, LLC$8.2M1
473Curry Webb Wealth Management LLC$8.1M1
474GKV Capital Management Co., Inc.$8.1M1
475VVR Holdings LLC$8.1M1
476Prostatis Group LLC$8.1M1
477Van Hulzen Asset Management, LLC$8.1M1
478Granite Bay Wealth Management, LLC$8.1M1
479Bank Julius Baer & Co. Ltd, Zurich$8.1M1
480McBroom & Associates, LLC$8.0M1
481SeaCrest Wealth Management, LLC$8.0M1
482Smart Money Group LLC$7.9M1
483ZACKS INVESTMENT MANAGEMENT$7.9M1
484Kessler Investment Group, LLC$7.9M1
485INTEGRITY ALLIANCE, LLC.$7.9M1
486VectorGlobal IAG, Inc.$7.9M1
487Sepio Capital, LP$7.8M1
488Bryn Mawr Trust Advisors, LLC$7.7M1
489McGuire Investment Group, LLC$7.7M1
490Regal Investment Advisors LLC$7.6M1
491Sound View Wealth Advisors Group, LLC$7.6M1
492BANQUE PICTET & CIE SA$7.6M1
493HAMEL ASSOCIATES, INC.$7.6M1
494Prosperity Consulting Group, LLC$7.6M1
495ExodusPoint Capital Management, LP$7.6M1
496Orion Porfolio Solutions, LLC$7.5M1
497EVEXIA WEALTH LLC$7.4M1
498Segment Wealth Management, LLC$7.4M1
499GUIDANCE CAPITAL, INC$7.4M1
500Synergy Asset Management, LLC$7.4M1
Truncated by Public Filings. The published aggregate ranks the top 500 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)no rows
Congress net ($ bound)$0
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on GLD

RETAINED WINDOW · ACTIVE HITS

Zero hits on GLD in the retained window — a computed answer over every rule, not missing coverage.

Every rule, with its definition →

Planned modules for GLD · financials and macro

Financials — as filed PLANNED

GLD's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: GLD on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing