Who holds ticker 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 ↗

13F filers reporting this class for the quarter ended 2026-03-31; 1–500 of 2,474 holders are listed, largest first: 2,474
sum of the reported values across every holder; NULL values are excluded, never zero-filled: $47.8B
holders whose share count rose or who opened the position (new + add), by shares: 1,035
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 184

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
#	Filer	Reported value	Shares	Δ shares	Change
1	BANK OF AMERICA CORP /DE/	$4.8B	11,064,195	−278,880	TRIM
2	MORGAN STANLEY	$4.7B	10,912,378	−2,981,363	TRIM
3	UBS Group AG	$2.8B	6,583,658	+897,550	ADD
4	LPL Financial LLC	$2.0B	4,735,301	−73,970	TRIM
5	WELLS FARGO & COMPANY/MN	$1.6B	3,609,205	−321,685	TRIM
6	First Eagle Investment Management, LLC	$1.1B	2,455,741	−19,092	TRIM
7	RAYMOND JAMES FINANCIAL INC	$1.0B	2,407,083	−61,886	TRIM
8	ROYAL BANK OF CANADA	$951M	2,209,393	−56,160	TRIM
9	CITIGROUP INC	$716M	1,664,724	+350,875	ADD
10	BlackRock, Inc.	$649M	1,508,500	−1,872,625	TRIM
11	HighTower Advisors, LLC	$614M	1,426,918	−41,356	TRIM
12	ENVESTNET ASSET MANAGEMENT INC	$501M	1,163,890	+12,856	ADD
13	Comprehensive Financial Management LLC	$494M	1,147,529	0	NO CHANGE
14	Marino Management, LLC	$476M	1,106,395	0	NO CHANGE
15	Bracebridge Capital, LLC	$410M	953,450	+554,750	ADD
16	STATE STREET CORP	$405M	941,071	+61,170	ADD
17	Rockefeller Capital Management L.P.	$399M	926,830	−11,430	TRIM
18	Cetera Investment Advisers	$367M	852,019	−37,491	TRIM
19	COMMONWEALTH EQUITY SERVICES, LLC	$366M	851,517	−53,552	TRIM
20	OSAIC HOLDINGS, INC.	$359M	833,595	−18,819	TRIM
21	US BANCORP \DE\	$358M	831,210	−1,894	TRIM
22	NORTHERN TRUST CORP	$357M	830,304	+81,779	ADD
23	PPSC Investment Service Corp	$336M	781,981	+70,775	ADD
24	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$315M	733,078	+373,962	ADD
25	STIFEL FINANCIAL CORP	$293M	679,933	−62,437	TRIM
26	FIL Ltd	$287M	666,237	+306,914	ADD
27	Steward Partners Investment Advisory, LLC	$269M	625,273	+34,384	ADD
28	SUMITOMO MITSUI FINANCIAL GROUP, INC.	$254M	590,062	+43,283	ADD
29	TRUIST FINANCIAL CORP	$247M	574,274	−26,668	TRIM
30	Quadrature Capital Ltd	$231M	537,107	+537,107	NEW
31	Jain Global LLC	$220M	511,766	+358,687	ADD
32	Banco Santander, S.A.	$219M	509,516	+136,110	ADD
33	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$210M	488,169	+208	ADD
34	Bleichroeder LP	$204M	475,000	0	NO CHANGE
35	Orbis Allan Gray Ltd	$204M	473,850	−49,936	TRIM
36	JANE STREET GROUP, LLC	$204M	473,243	−867,074	TRIM
37	Sequoia Financial Advisors, LLC	$202M	469,208	−4,034	TRIM
38	HARVARD MANAGEMENT CO INC	$200M	464,450	−162,000	TRIM
39	Focus Partners Wealth	$193M	448,597	−10,350	TRIM
40	Mariner, LLC	$192M	447,240	+23,325	ADD
41	TD ASSET MANAGEMENT INC	$191M	443,742	+4,099	ADD
42	OpenArc Corporate Advisory, LLC	$186M	433,029	+17,136	ADD
43	Cerity Partners LLC	$185M	430,049	−8,201	TRIM
44	Kestra Advisory Services, LLC	$184M	427,919	+46,120	ADD
45	Brevan Howard Capital Management LP	$184M	427,603	+426,608	ADD
46	Proficio Capital Partners LLC	$179M	415,470	+69,322	ADD
47	Arnhold LLC	$169M	392,908	−111,525	TRIM
48	BLAIR WILLIAM & CO/IL	$166M	386,735	+131,532	ADD
49	Corient Private Wealth LLC	$158M	372,087	−4,101,609	TRIM
50	AlTi Global, Inc.	$155M	360,601	+106	ADD
51	PRUDENTIAL PLC	$151M	356,021	+21,925	ADD
52	MML INVESTORS SERVICES, LLC	$148M	344,770	−75,076	TRIM
53	CWM, LLC	$142M	329,282	−50,818	TRIM
54	London & Capital Asset Management Ltd	$141M	327,333	−2,308	TRIM
55	Stenham Asset Management Ltd	$140M	325,001	−16,906	TRIM
56	Cresset Asset Management, LLC	$134M	312,487	−1,885	TRIM
57	PEAK6 LLC	$134M	312,356	+177,948	ADD
58	TD Waterhouse Canada Inc.	$133M	304,426	+156,917	ADD
59	Private Advisor Group, LLC	$133M	309,008	+22,085	ADD
60	ELEVATION POINT WEALTH PARTNERS, LLC	$132M	306,968	+107,799	ADD
61	FIFTH THIRD BANCORP	$128M	298,497	+135,373	ADD
62	BAILARD, INC.	$127M	295,219	−15,674	TRIM
63	Vestmark Advisory Solutions, Inc.	$124M	288,898	+86,077	ADD
64	Dynasty Wealth Management, LLC	$124M	287,470	+14,148	ADD
65	CI INVESTMENTS INC.	$121M	282,364	+138,846	ADD
66	Lido Advisors, LLC	$119M	277,495	−7,217	TRIM
67	ROCKLAND TRUST CO	$118M	275,003	−20,415	TRIM
68	Cerity Partners OCIO LLC	$117M	272,262	+30,382	ADD
69	NewEdge Advisors, LLC	$117M	271,252	+271,252	NEW
70	TUDOR INVESTMENT CORP ET AL	$116M	269,902	−208,433	TRIM
71	Atria Investments, Inc	$115M	268,197	+54,105	ADD
72	CIBC WORLD MARKET INC.	$114M	264,780	−15,481	TRIM
73	Itau Unibanco Holding S.A.	$109M	254,004	−29,170	TRIM
74	Concurrent Investment Advisors, LLC	$106M	247,238	+108,077	ADD
75	BROWN ADVISORY INC	$106M	245,846	+10,087	ADD
76	Pinnacle Financial Partners, Inc.	$104M	241,242	−10,648	TRIM
77	Baird Financial Group, Inc.	$102M	236,225	+236,225	NEW
78	SCOTIA CAPITAL INC.	$98.5M	229,013	+40,385	ADD
79	SHERMAN PORFOLIOS, LLC	$94.1M	218,753	+151,641	ADD
80	Creative Planning	$93.7M	217,826	−812	TRIM
81	Sanctuary Advisors, LLC	$93.1M	216,349	−7,823	TRIM
82	Mesirow Financial Investment Management, Inc.	$87.3M	202,840	+40,863	ADD
83	FOUNDATIONS INVESTMENT ADVISORS, LLC	$86.2M	200,352	−59,098	TRIM
84	FIRST NATIONAL TRUST CO	$86.0M	199,770	−32,675	TRIM
85	Briaud Financial Planning Inc	$85.3M	198,343	+39	ADD
86	Fullerton Fund Management Co Ltd.	$84.4M	196,140	+33,485	ADD
87	NATIONAL BANK OF CANADA /FI/	$83.8M	194,699	−44,290	TRIM
88	GLENMEDE TRUST CO NA	$82.8M	192,380	−6,678	TRIM
89	CITADEL ADVISORS LLC	$80.1M	186,122	−1,513,953	TRIM
90	Children's Medical Center Corp	$79.7M	185,220	−38,681	TRIM
91	Equitable Holdings, Inc.	$76.5M	191,716	+11,194	ADD
92	PINKERTON WEALTH, LLC	$75.8M	191,349	+54,535	ADD
93	MERCER GLOBAL ADVISORS INC /ADV	$75.2M	175,770	−138,110	TRIM
94	FACTORY MUTUAL INSURANCE CO	$72.5M	168,500	−83,600	TRIM
95	HANCOCK WHITNEY CORP	$71.5M	168,773	+168,773	NEW
96	DIMENSION CAPITAL MANAGEMENT LLC	$69.8M	162,310	−26,413	TRIM
97	AQR CAPITAL MANAGEMENT LLC	$68.8M	159,928	+10,396	ADD
98	Independent Advisor Alliance	$68.1M	158,277	−44,595	TRIM
99	Pictet North America Advisors SA	$66.8M	155,961	+1,796	ADD
100	Beacon Pointe Advisors, LLC	$65.2M	151,416	+21,670	ADD
101	GLOBALT Investments LLC / GA	$63.6M	147,877	+147,877	NEW
102	&PARTNERS	$61.7M	143,492	+7,420	ADD
103	Rice Partnership, LLC	$61.5M	142,922	+5,593	ADD
104	Northside Capital Management, LLC	$61.3M	142,480	−25,283	TRIM
105	Brookstone Capital Management	$61.2M	142,192	−25,745	TRIM
106	IEQ CAPITAL, LLC	$59.0M	137,200	+15,634	ADD
107	HSBC HOLDINGS PLC	$58.2M	135,732	−1,272,122	TRIM
108	Spider Management Company, LLC	$57.6M	133,928	+133,928	NEW
109	Alamea Verwaltungs GmbH	$56.4M	131,069	0	NO CHANGE
110	CWA Asset Management Group, LLC	$56.3M	130,743	−36,188	TRIM
111	Private Wealth Advisors, LLC	$56.1M	130,345	+62,898	ADD
112	Bleakley Financial Group, LLC	$55.2M	128,367	+759	ADD
113	Tanglewood Wealth Management, Inc.	$54.3M	126,187	+126,187	NEW
114	Wealthfront Advisers LLC	$54.2M	125,903	−3,736	TRIM
115	Perigon Wealth Management, LLC	$52.1M	121,093	−17,945	TRIM
116	WS MANAGEMENT LLLP	$51.9M	120,678	0	NO CHANGE
117	Allworth Financial LP	$51.7M	120,143	+665	ADD
118	KEYBANK NATIONAL ASSOCIATION/OH	$51.4M	119,545	−2,906	TRIM
119	Richard C. Young & CO., LTD.	$51.4M	119,459	−2,342	TRIM
120	SMI Advisory Services, LLC	$49.6M	116,005	−5,374	TRIM
121	SAPIENT CAPITAL LLC	$48.7M	113,086	−146	TRIM
122	Curi Capital, LLC	$47.6M	110,693	−3,337	TRIM
123	Envestnet Portfolio Solutions, Inc.	$47.4M	110,098	−19	TRIM
124	Redhawk Wealth Advisors, Inc.	$47.1M	109,512	−12,196	TRIM
125	CTC LLC	$46.3M	107,664	−234,340	TRIM
126	Townsend & Associates, Inc	$46.1M	105,925	−714	TRIM
127	LAZARD ASSET MANAGEMENT LLC	$46.1M	107,144	+6,767	ADD
128	KESTRA PRIVATE WEALTH SERVICES, LLC	$45.0M	104,516	+104,516	NEW
129	Walser Wealth Management Company, A Ltd Liability Co	$44.8M	104,158	−30,508	TRIM
130	OPPENHEIMER & CO INC	$44.7M	103,819	+4,449	ADD
131	COMMERCE BANK	$44.6M	103,629	+21,536	ADD
132	Prospera Financial Services Inc	$44.5M	103,335	−6,937	TRIM
133	CREDIT AGRICOLE S A	$43.8M	101,883	+26,058	ADD
134	M&T BANK CORP	$43.7M	101,492	−4,736	TRIM
135	VISTA FINANCE, LLC	$43.1M	100,203	+7,748	ADD
136	DME Capital Management, LP	$42.9M	99,611	−70,950	TRIM
137	AMG National Trust Bank	$42.1M	97,887	−1,515	TRIM
138	Portfolio Design Labs, LLC	$41.6M	96,654	−8,092	TRIM
139	Corecam Pte. Ltd.	$41.4M	96,100	+35,710	ADD
140	Chesley Taft & Associates LLC	$41.2M	95,827	−20,255	TRIM
141	Third Point LLC	$40.9M	95,000	+95,000	NEW
142	FRANKLIN RESOURCES INC	$40.7M	94,496	−3,802	TRIM
143	BENJAMIN EDWARDS INC	$40.6M	94,267	+3,981	ADD
144	Trilogy Capital Inc.	$40.0M	93,035	+12,174	ADD
145	D.A. DAVIDSON & CO.	$40.0M	92,906	+1,263	ADD
146	ALLIANCEBERNSTEIN L.P.	$39.0M	98,314	+20,881	ADD
147	Pathstone Holdings, LLC	$38.7M	89,875	+17,403	ADD
148	Keel Point, LLC	$38.5M	89,382	−3,543	TRIM
149	DIVERSIFY WEALTH MANAGEMENT, LLC	$37.7M	90,388	+87,237	ADD
150	BANK OF NOVA SCOTIA	$37.7M	87,589	+17,230	ADD
151	INSIGNEO ADVISORY SERVICES, LLC	$37.6M	87,368	+10,933	ADD
152	Eurizon Asset Management Hungary Ltd.	$37.5M	87,044	+87,044	NEW
153	BALDWIN WEALTH PARTNERS LLC/MA	$37.0M	85,975	+5,821	ADD
154	Sicart Associates LLC	$36.2M	84,144	−5,531	TRIM
155	RENAISSANCE TECHNOLOGIES LLC	$35.7M	83,059	+15,979	ADD
156	SCS Capital Management LLC	$35.4M	82,193	−2,853	TRIM
157	Ashton Thomas Private Wealth, LLC	$35.4M	82,170	−20,034	TRIM
158	MinichMacGregor Wealth Management, LLC	$35.2M	81,912	−15,186	TRIM
159	INDEPENDENT FINANCIAL GROUP, LLC	$34.7M	80,696	—	NO PRIOR
160	Marex Group Ltd	$34.6M	80,393	+70,231	ADD
161	GUGGENHEIM CAPITAL LLC	$34.5M	80,089	+5,234	ADD
162	Essex Financial Services, Inc.	$34.2M	79,590	−2,457	TRIM
163	Ascent Group, LLC	$34.1M	79,353	−5,816	TRIM
164	Federation des caisses Desjardins du Quebec	$33.8M	78,627	+4,067	ADD
165	Waverly Advisors, LLC	$33.6M	78,002	+6,397	ADD
166	Polymer Capital Management (HK) LTD	$33.1M	77,037	−7,013	TRIM
167	Stratos Wealth Partners, LTD.	$32.6M	75,798	+5,053	ADD
168	Lee Financial Co	$32.1M	74,497	−1,846	TRIM
169	Stonebridge Financial Group, LLC	$31.6M	73,489	−14,553	TRIM
170	Evercore Wealth Management, LLC	$31.1M	72,330	−1,504	TRIM
171	Pine Ridge Advisers LLC	$30.6M	71,225	0	NO CHANGE
172	Consolidated Portfolio Review Corp	$30.6M	71,225	0	NO CHANGE
173	Mirae Asset Global Investments Co., Ltd.	$30.4M	70,753	−48,212	TRIM
174	Evolution Wealth Advisors, LLC	$30.2M	70,286	+8,959	ADD
175	Rothschild Capital Partners, LLC	$29.9M	69,567	+60	ADD
176	Robertson Stephens Wealth Management, LLC	$29.8M	69,304	+3,072	ADD
177	NORTHCAPE WEALTH MANAGEMENT, LLC	$29.8M	69,251	−3,715	TRIM
178	AlphaCore Capital LLC	$29.7M	68,917	−8,931	TRIM
179	HB Wealth Management, LLC	$29.5M	68,661	+1,331	ADD
180	CLIFFORD SWAN INVESTMENT COUNSEL LLC	$29.5M	68,511	−5,716	TRIM
181	Mader & Shannon Wealth Management, Inc.	$29.3M	68,178	−14,781	TRIM
182	TWIN FOCUS CAPITAL PARTNERS, LLC	$29.1M	67,740	−593	TRIM
183	Riggs Asset Managment Co. Inc.	$29.0M	67,483	−10,453	TRIM
184	Argos Wealth Advisors, LLC	$28.9M	67,123	−289	TRIM
185	WELLINGTON MANAGEMENT GROUP LLP	$28.7M	66,690	−22,855	TRIM
186	CENTRAL TRUST Co	$28.7M	66,618	−4,218	TRIM
187	WNY Asset Management, LLC	$28.2M	65,501	—	NO PRIOR
188	Bedell Frazier Investment Counselling, LLC	$27.9M	64,755	−1,253	TRIM
189	Horizon Wealth Management, LLC	$27.8M	64,634	+20,186	ADD
190	Intrua Financial, LLC	$27.7M	64,461	−26,483	TRIM
191	LMR Partners LLP	$27.2M	63,309	+38,059	ADD
192	Bayshore Capital Advisors, LLC	$27.1M	62,942	−1,823	TRIM
193	Omnia Family Wealth, LLC	$26.7M	62,002	−540	TRIM
194	SHUFRO ROSE & CO LLC	$26.5M	61,702	+139	ADD
195	Evelyn Partners Asset Management Ltd	$26.5M	61,557	−7,573	TRIM
196	Bulltick Wealth Management, LLC	$26.3M	61,119	+7,116	ADD
197	SKY-MOUNTAIN CAPITAL MANAGEMENT, INC.	$26.1M	60,767	+241	ADD
198	TOCQUEVILLE ASSET MANAGEMENT L.P.	$26.1M	60,752	−1,098	TRIM
199	Measured Wealth Private Client Group, LLC	$26.0M	60,432	−4,710	TRIM
200	AE Wealth Management LLC	$25.3M	58,726	−12,947	TRIM
201	Avior Wealth Management, LLC	$25.3M	58,721	+34,783	ADD
202	J.W. COLE ADVISORS, INC.	$25.2M	58,492	+2,292	ADD
203	Union Bancaire Privee, UBP SA	$25.0M	61,123	−90,867	TRIM
204	Summit Financial, LLC	$24.8M	57,649	−2,735	TRIM
205	Quantinno Capital Management LP	$24.4M	56,710	+28,559	ADD
206	FIDELIS CAPITAL PARTNERS, LLC	$24.2M	56,187	+5,217	ADD
207	Kingsview Wealth Management, LLC	$24.0M	55,883	−207	TRIM
208	Vontobel Holding Ltd.	$24.0M	55,807	−315	TRIM
209	MAI Capital Management	$24.0M	55,760	+4,368	ADD
210	DRW Securities, LLC	$24.0M	55,739	−43,359	TRIM
211	Knollwood Investment Advisory, LLC	$23.9M	55,631	0	NO CHANGE
212	BRIGHT FINANCIAL ADVISORS, INC.	$23.8M	55,284	−1,294	TRIM
213	Evelyn Partners Investment Management (Europe) Ltd	$23.7M	55,050	−224	TRIM
214	Parametrica Management Ltd	$23.7M	55,000	+55,000	NEW
215	EVOKE WEALTH, LLC	$23.6M	54,900	−720	TRIM
216	EP Wealth Advisors, LLC	$23.5M	54,704	+5,740	ADD
217	MGO ONE SEVEN LLC	$23.4M	54,376	−2,591	TRIM
218	ARS Wealth Advisors Group, LLC	$23.2M	53,901	−5,377	TRIM
219	Impact Partnership Wealth, LLC	$23.2M	53,850	+15,207	ADD
220	James Hambro & Partners LLP	$22.9M	53,190	−7,248	TRIM
221	University of Illinois Foundation	$22.7M	52,785	+52,785	NEW
222	Dynamic Advisor Solutions LLC	$22.6M	52,418	+764	ADD
223	FFG Partners, LLC	$22.4M	52,029	−3,752	TRIM
224	Pinpoint Asset Management (Singapore) Pte. Ltd.	$22.2M	51,590	0	NO CHANGE
225	Members Advisory Group LLC	$22.2M	51,522	+11,269	ADD
226	Csenge Advisory Group	$22.2M	51,478	−11,468	TRIM
227	CIBC Bancorp USA Inc.	$21.9M	51,007	—	NO PRIOR
228	Pettinga Financial Advisors LLC	$21.9M	50,985	−1,036	TRIM
229	Corecam AG	$21.9M	50,963	+13,480	ADD
230	LEVEL FOUR ADVISORY SERVICES, LLC	$21.9M	50,883	+6,514	ADD
231	Snowden Capital Advisors LLC	$21.9M	50,850	−1,764	TRIM
232	RS CRUM INC.	$21.6M	50,264	−4,221	TRIM
233	COBALT CAPITAL MANAGEMENT, INC.	$21.5M	50,000	−25,000	TRIM
234	Intrinsic Edge Capital Management LLC	$21.5M	50,000	0	NO CHANGE
235	Point72 Asset Management, L.P.	$21.5M	49,851	+38,551	ADD
236	Western Wealth Management, LLC	$21.4M	49,670	+49,670	NEW
237	PFG Advisors	$21.2M	49,200	−4,753	TRIM
238	Strategic Wealth Investment Group, LLC	$20.7M	48,154	−1,653	TRIM
239	Bank Pictet & Cie (Europe) AG	$20.6M	48,023	+3,293	ADD
240	Schonfeld Strategic Advisors LLC	$20.4M	47,362	+9,582	ADD
241	Sassicaia Capital Advisers LLC	$20.3M	47,120	+38,120	ADD
242	IHT Wealth Management, LLC	$20.3M	47,087	−3,117	TRIM
243	MARSHALL INVESTMENT MANAGEMENT, LLC	$20.2M	47,049	−1,363	TRIM
244	Ellsworth Advisors, LLC	$20.1M	46,734	+1,451	ADD
245	Sigma Planning Corp	$20.1M	46,617	−12,371	TRIM
246	GC Wealth Management RIA, LLC	$19.8M	46,130	−15,327	TRIM
247	AXXCESS WEALTH MANAGEMENT, LLC	$19.8M	46,021	−1,141	TRIM
248	Westover Capital Advisors, LLC	$19.6M	45,512	−2,811	TRIM
249	Dakota Wealth Management	$19.4M	45,145	−7,108	TRIM
250	Cassia Capital Partners, LLC	$19.3M	44,954	−266	TRIM
251	Hamilton Wealth, LLC	$19.3M	44,895	−4,799	TRIM
252	FIDUCIARY TRUST CO	$19.2M	44,683	−1,213	TRIM
253	PRELUDE CAPITAL MANAGEMENT, LLC	$19.2M	44,591	−40,653	TRIM
254	BBR PARTNERS, LLC	$19.2M	44,526	+746	ADD
255	ASSETMARK, INC	$19.1M	44,314	+892	ADD
256	PATTEN & PATTEN INC/TN	$19.1M	44,288	+7,447	ADD
257	DSG Capital Advisors, LLC	$19.0M	44,160	+114	ADD
258	Ascent Wealth Partners, LLC	$18.8M	43,734	+1,624	ADD
259	BTG Pactual Asset Management US LLC	$18.7M	43,399	+5,801	ADD
260	Perennial Advisors, LLC	$18.7M	43,388	−49	TRIM
261	EXENCIAL WEALTH ADVISORS, LLC	$18.6M	43,224	−16,185	TRIM
262	FIRST MANHATTAN CO. LLC.	$18.6M	43,159	−1,775	TRIM
263	Wealthspire Advisors, LLC	$18.6M	43,115	−11,031	TRIM
264	Palumbo Wealth Management LLC	$18.5M	43,064	−513	TRIM
265	XML Financial, LLC	$18.4M	42,807	+2,695	ADD
266	Gladstone Institutional Advisory LLC	$18.4M	42,770	−2,951	TRIM
267	Gruss & Co., LLC	$18.3M	42,500	−6,500	TRIM
268	Clearstead Advisors, LLC	$18.2M	42,196	−913	TRIM
269	BFSG, LLC	$17.8M	41,401	−23	TRIM
270	Harvest Investment Services, LLC	$17.8M	41,340	−8,967	TRIM
271	Stratos Wealth Advisors, LLC	$17.8M	41,330	+374	ADD
272	ACORN CREEK CAPITAL LLC	$17.7M	41,179	−6,313	TRIM
273	Prairie Wealth Advisors, Inc.	$17.5M	0	0	NO CHANGE
274	Jacobi Capital Management LLC	$17.5M	40,559	+638	ADD
275	Sarasin & Partners LLP	$17.4M	40,468	−10,215	TRIM
276	Blue Fin Capital, Inc.	$17.4M	40,402	−197	TRIM
277	ADAPT Investment Managers SA	$17.3M	40,240	−99,660	TRIM
278	Three Bridge Wealth Advisors, LLC	$17.3M	40,221	−1,465	TRIM
279	Lake Hills Wealth Management, LLC	$17.2M	40,051	+2,182	ADD
280	INTREPID FAMILY OFFICE LLC	$17.2M	40,000	0	NO CHANGE
281	McElhenny Sheffield Capital Management, LLC	$17.2M	39,862	+39,862	NEW
282	Apollon Wealth Management, LLC	$17.2M	39,858	+1,580	ADD
283	Symphony Financial, Ltd. Co.	$17.0M	40,140	−887	TRIM
284	Brown University	$17.0M	39,500	0	NO CHANGE
285	Client First Capital LLC	$17.0M	39,463	−3,417	TRIM
286	MAINSTAY CAPITAL MANAGEMENT LLC /ADV	$16.8M	39,042	+3,631	ADD
287	FOURPATH CAPITAL MANAGEMENT, LLC	$16.8M	38,955	−2,017	TRIM
288	E&G Advisors, LLC	$16.7M	38,899	−1,093	TRIM
289	Checchi Capital Advisers, LLC	$16.7M	38,872	−12,620	TRIM
290	EDMOND DE ROTHSCHILD HOLDING S.A.	$16.7M	38,751	−23,569	TRIM
291	CITIZENS FINANCIAL GROUP INC/RI	$16.4M	38,103	−682	TRIM
292	Fortis Group Advisors, LLC	$16.4M	38,698	+2,961	ADD
293	Greenbush Financial Group, LLC	$16.3M	37,945	−4,813	TRIM
294	Merit Financial Group, LLC	$16.3M	37,915	+552	ADD
295	U.S. Capital Wealth Advisors, LLC	$16.1M	37,532	+1,372	ADD
296	AVALON CAPITAL MANAGEMENT	$16.1M	37,468	−6,261	TRIM
297	Cadence Wealth Management LLC	$16.1M	37,424	+242	ADD
298	Mutual Advisors, LLC	$16.1M	37,358	+3,531	ADD
299	VestGen Advisors, LLC	$16.0M	36,941	−2,200	TRIM
300	Choate Investment Advisors	$15.9M	37,066	−2,205	TRIM
301	Janus Henderson Group Ltd.	$15.9M	37,044	+7,523	ADD
302	Ballentine Partners, LLC	$15.9M	36,970	−2,967	TRIM
303	ICONIQ Capital, LLC	$15.9M	36,920	0	NO CHANGE
304	PARSONS CAPITAL MANAGEMENT INC/RI	$15.8M	36,762	−99	TRIM
305	Fortis Capital Management LLC	$15.8M	36,758	+1,035	ADD
306	RED CEDAR INVESTMENT MANAGEMENT, LLC	$15.7M	36,449	−7,561	TRIM
307	Sugar Maple Asset Management, LLC	$15.6M	36,356	+1,710	ADD
308	Gateway Wealth Partners, LLC	$15.6M	36,184	+28,287	ADD
309	Targeted Financial Services LLC	$15.6M	36,171	−3,907	TRIM
310	Portman Square Capital LLP	$15.5M	36,000	+36,000	NEW
311	SageGuard Financial Group, LLC	$15.5M	35,985	−14,655	TRIM
312	swisspartners Advisors Ltd	$15.3M	35,690	0	NO CHANGE
313	Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	$15.2M	35,375	−3,430	TRIM
314	NWAM LLC	$15.2M	35,316	+932	ADD
315	OMC Financial Services LTD	$15.0M	34,804	+842	ADD
316	DAVENPORT & Co LLC	$14.8M	34,353	−5,885	TRIM
317	Aspire Capital Advisors LLC	$14.8M	34,300	+4,548	ADD
318	MILLENNIUM MANAGEMENT LLC	$14.7M	34,219	−20,420	TRIM
319	LEVIN CAPITAL STRATEGIES, L.P.	$14.7M	34,155	−7,118	TRIM
320	PFG Investments, LLC	$14.7M	34,065	−1,165	TRIM
321	World Investment Advisors	$14.6M	34,009	+1,231	ADD
322	OmniStar Financial Group, Inc.	$14.6M	33,838	−1,150	TRIM
323	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$14.5M	33,767	−55,502	TRIM
324	Oliver Luxxe Assets LLC	$14.4M	33,423	−10,932	TRIM
325	ACT WEALTH MANAGEMENT, LLC	$14.4M	33,422	−38,171	TRIM
326	Circle Wealth Management, LLC	$14.3M	33,304	+865	ADD
327	Composition Wealth, LLC	$14.3M	33,224	+2,652	ADD
328	FMR LLC	$14.2M	33,018	+2,489	ADD
329	Stonehage Fleming Financial Services Holdings Ltd	$14.1M	32,879	−8,367	TRIM
330	Lifeworks Advisors, LLC	$14.1M	32,836	+6,329	ADD
331	ASSOCIATED BANC-CORP	$14.0M	32,464	−197	TRIM
332	Narus Financial Partners, LLC	$14.0M	32,445	−143	TRIM
333	STEPHENS INC /AR/	$13.9M	31,649	−784	TRIM
334	Squarepoint Ops LLC	$13.9M	32,225	−28,314	TRIM
335	GREAT VALLEY ADVISOR GROUP, INC.	$13.9M	32,217	−1,732	TRIM
336	FAS Wealth Partners, Inc.	$13.8M	32,165	+7,341	ADD
337	HELIOS CAPITAL MANAGEMENT PTE. LTD	$13.8M	32,000	0	NO CHANGE
338	LFA - Lugano Financial Advisors SA	$13.5M	31,385	+1	ADD
339	FLAX POND CAPITAL, LLC	$13.5M	31,357	−1,650	TRIM
340	Scarborough Advisors, LLC	$13.5M	31,271	−3,681	TRIM
341	DDFG, Inc	$13.3M	30,960	−2,193	TRIM
342	Kovack Advisors, Inc.	$13.2M	30,435	+2,364	ADD
343	LTS Liquid Investments LLC	$13.2M	30,710	−11,440	TRIM
344	Krane Financial Solutions LLC	$13.1M	30,381	—	NO PRIOR
345	Spire Wealth Management	$13.1M	30,381	−53	TRIM
346	Conservest Capital Advisors, Inc.	$13.0M	30,142	+440	ADD
347	TCM Advisors, LLC	$13.0M	30,122	+276	ADD
348	Focus Financial Network, Inc.	$12.9M	30,094	−3,430	TRIM
349	E Fund Management Co., Ltd.	$12.9M	30,033	—	NO PRIOR
350	Senator Investment Group LP	$12.9M	30,000	0	NO CHANGE
351	GenTrust, LLC	$12.8M	29,847	+922	ADD
352	Wealthcare Advisory Partners LLC	$12.8M	29,834	+2	ADD
353	CONSOLIDATED CAPITAL MANAGEMENT, LLC	$12.7M	29,541	−10,955	TRIM
354	Quantum Capital Management, LLC / NJ	$12.6M	29,208	−901	TRIM
355	Blue Trust, Inc.	$12.5M	29,138	+1,198	ADD
356	Rehmann Capital Advisory Group	$12.5M	29,130	+1,770	ADD
357	1 NORTH WEALTH SERVICES LLC	$12.4M	28,910	−169	TRIM
358	Independence Financial Advisors, LLC	$12.4M	28,743	+25,915	ADD
359	Nicholson Meyer Capital Management, Inc.	$12.3M	28,702	−5,670	TRIM
360	Joel Isaacson & Co., LLC	$12.3M	28,616	+893	ADD
361	MONECO ADVISORS, LLC	$12.3M	28,577	+716	ADD
362	IronBridge Private Wealth, LLC	$12.3M	28,575	−7,186	TRIM
363	CARDIFF PARK ADVISORS, LLC	$12.3M	28,476	+28,476	NEW
364	1834 INVESTMENT ADVISORS CO	$12.1M	28,228	+619	ADD
365	GENESIS PRIVATE WEALTH, LLC	$12.1M	28,044	−383	TRIM
366	OneDigital Investment Advisors LLC	$12.1M	28,020	−1,679	TRIM
367	RAINEY & RANDALL WEALTH ADVISORS INC.	$11.9M	27,640	−95	TRIM
368	FLAGSHIP HARBOR ADVISORS, LLC	$11.9M	27,620	+27,620	NEW
369	Eagle Strategies LLC	$11.9M	27,547	−2,352	TRIM
370	Sharp Wealth Advisory, LLC	$11.8M	27,431	+45	ADD
371	Compass Wealth Management, LLC/GA	$11.8M	27,362	−3,487	TRIM
372	Independent Family Office, LLC	$11.7M	27,167	−2,641	TRIM
373	Bellwether Advisors, LLC	$11.7M	27,125	+27,125	NEW
374	Verition Fund Management LLC	$11.6M	26,959	−16,556	TRIM
375	Tamar Securities, LLC	$11.6M	26,920	+725	ADD
376	Gotham Asset Management, LLC	$11.5M	26,807	+7,536	ADD
377	QUATTRO FINANCIAL ADVISORS LLC	$11.5M	26,675	+11,571	ADD
378	Independent Wealth Advisors LLC	$11.4M	26,530	—	NO PRIOR
379	Park Edge Advisors, LLC	$11.4M	26,418	−1,939	TRIM
380	Integrated Advisors Network LLC	$11.4M	26,416	−17,565	TRIM
381	Boston Partners	$11.3M	6,451	0	NO CHANGE
382	EFG International AG	$11.3M	26,321	−3,163	TRIM
383	Capital Investment Advisory Services, LLC	$11.3M	26,299	−152	TRIM
384	Arch Global Advisors, LLC	$11.3M	26,261	—	NO PRIOR
385	First Trust Bank, Ltd.	$11.1M	25,688	+3,918	ADD
386	Larson Financial Group LLC	$11.0M	25,595	−10,456	TRIM
387	Three Seasons Wealth, LLC	$11.0M	25,545	+1,538	ADD
388	Atlantic Union Bankshares Corp	$11.0M	25,523	−3,147	TRIM
389	HUB Investment Partners, LLC	$10.9M	25,287	+15,760	ADD
390	COREPATH WEALTH PARTNERS LLC	$10.9M	25,027	−1,147	TRIM
391	Savant Capital, LLC	$10.8M	25,205	−596	TRIM
392	Redwood Park Advisors LLC	$10.8M	25,172	−96	TRIM
393	Coastline Trust Co	$10.7M	24,972	+22,923	ADD
394	Skylands Capital, LLC	$10.6M	24,740	−300	TRIM
395	NewEdge Wealth, LLC	$10.6M	24,687	−498	TRIM
396	Allie Family Office LLC	$10.6M	24,642	+1,876	ADD
397	Royal Fund Management, LLC	$10.5M	24,508	−16,123	TRIM
398	Twin Tree Management, LP	$10.5M	24,477	+18,986	ADD
399	PETRA FINANCIAL ADVISORS INC	$10.5M	24,344	+1,332	ADD
400	SCHWARTZ INVESTMENT COUNSEL INC	$10.5M	24,344	0	NO CHANGE
401	PCG Wealth Advisors, LLC	$10.4M	24,257	−4,186	TRIM
402	Grove Bank & Trust	$10.3M	23,930	−695	TRIM
403	Geneos Wealth Management Inc.	$10.3M	23,918	−3,935	TRIM
404	Ameritas Advisory Services, LLC	$10.2M	23,796	−2,927	TRIM
405	ADVISORTRUST PARTNERS, LLC	$10.2M	23,789	−4,629	TRIM
406	B. Riley Wealth Advisors, Inc.	$10.2M	24,684	−16,237	TRIM
407	CPR Investments Inc.	$10.2M	23,692	−2,186	TRIM
408	AAF Wealth Management, LLC	$10.2M	23,622	+22,903	ADD
409	Sovran Advisors, LLC	$10.2M	23,972	−80	TRIM
410	Gordian Capital Singapore Pte Ltd	$10.1M	23,500	+23,500	NEW
411	Savvy Advisors, Inc.	$10.1M	23,466	+5,071	ADD
412	Oxler Private Wealth LLC	$10.1M	23,379	0	NO CHANGE
413	CHOREO, LLC	$10.1M	23,378	+8,786	ADD
414	Hibernia Wealth Partners, LLC	$10.0M	23,282	−7,205	TRIM
415	Pitcairn Wealth Advisors LLC	$10.0M	25,110	−930	TRIM
416	Oxbow Advisors, LLC	$9.9M	23,089	+3,975	ADD
417	NATIXIS	$9.9M	23,034	−10,282	TRIM
418	waypoint wealth counsel	$9.8M	22,888	−4,400	TRIM
419	Yarbrough Capital, LLC	$9.8M	22,747	0	NO CHANGE
420	OneAscent Financial Services LLC	$9.8M	22,737	+3,622	ADD
421	JOHNSON INVESTMENT COUNSEL INC	$9.8M	22,679	+22,679	NEW
422	Tepp RIA, LLC	$9.8M	22,669	+1,356	ADD
423	Beacon Capital Management, Inc.	$9.7M	22,612	—	NO PRIOR
424	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$9.7M	22,544	+22,544	NEW
425	TCTC Holdings, LLC	$9.6M	22,367	+120	ADD
426	BECKER CAPITAL MANAGEMENT INC	$9.6M	22,292	+5	ADD
427	Qube Research & Technologies Ltd	$9.6M	22,252	−40,921	TRIM
428	Elite Wealth Management, Inc.	$9.6M	22,226	−1,503	TRIM
429	Curated Wealth Partners LLC	$9.5M	22,145	−13	TRIM
430	MUHLENKAMP & CO INC	$9.5M	22,083	−218	TRIM
431	Brookwood Investment Group LLC	$9.4M	21,956	+101	ADD
432	FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC	$9.4M	21,907	−835	TRIM
433	National Philanthropic Trust	$9.4M	21,889	—	NO PRIOR
434	Vivaldi Capital Management LP	$9.3M	21,706	+649	ADD
435	Mirador Capital Partners LP	$9.3M	21,611	+18,543	ADD
436	NDWM LLC	$9.3M	21,594	+1,240	ADD
437	Accurate Wealth Management, LLC	$9.3M	21,184	−1,242	TRIM
438	Addison Capital Co	$9.2M	21,451	+5,494	ADD
439	HEADINVEST, LLC	$9.2M	21,404	+1,635	ADD
440	Aptus Capital Advisors, LLC	$9.2M	21,385	−1,101	TRIM
441	WealthBridge Capital Management, LLC	$9.2M	21,356	−351	TRIM
442	Callan Family Office, LLC	$9.2M	21,321	+2,415	ADD
443	Biltmore Wealth Management, LLC	$9.1M	21,198	−4,822	TRIM
444	WCG Wealth Advisors LLC	$9.1M	21,187	+559	ADD
445	Tidal Investments LLC	$9.1M	21,172	−125,403	TRIM
446	LS Investment Advisors, LLC	$9.1M	21,055	−1,654	TRIM
447	HOWLAND CAPITAL MANAGEMENT LLC	$9.0M	21,003	0	NO CHANGE
448	Koshinski Asset Management, Inc.	$9.0M	20,960	−262	TRIM
449	FORTRESS PRIVATE LEDGER, LLC	$8.9M	20,790	+1,675	ADD
450	Retirement Planning Group, LLC	$8.9M	20,788	+1,903	ADD
451	Cranbrook Wealth Management, LLC	$8.9M	20,638	−2,117	TRIM
452	Hilltop Holdings Inc.	$8.8M	20,439	−3,845	TRIM
453	TSP Capital Management Group, LLC	$8.8M	20,414	−20,055	TRIM
454	Stonehearth Capital Management, LLC	$8.8M	20,394	−2,018	TRIM
455	MONTAG A & ASSOCIATES INC	$8.7M	20,274	+2,719	ADD
456	Ausdal Financial Partners, Inc.	$8.7M	20,252	−2,756	TRIM
457	PRINCIPAL SECURITIES, INC.	$8.7M	20,189	+2,397	ADD
458	RFG Advisory, LLC	$8.6M	19,980	−169	TRIM
459	Apella Capital, LLC	$8.6M	19,240	+1,076	ADD
460	Freestone Capital Holdings, LLC	$8.5M	19,818	−1,587	TRIM
461	5th Street Advisors, LLC	$8.5M	19,772	−330	TRIM
462	United Asset Strategies, Inc.	$8.5M	19,763	−119	TRIM
463	Cornerstone Wealth Management, LLC	$8.5M	19,650	+2,649	ADD
464	COLDSTREAM CAPITAL MANAGEMENT INC	$8.4M	19,590	−283	TRIM
465	WealthCare Asset Management, LLC	$8.4M	19,581	−10,998	TRIM
466	SHRIER WEALTH MANAGEMENT, LLC	$8.4M	19,434	−5,554	TRIM
467	Alaethes Wealth, LLC	$8.3M	19,285	−127	TRIM
468	Delos Wealth Advisors, LLC	$8.3M	19,239	+128	ADD
469	Vise Technologies, Inc.	$8.2M	20,762	0	NO CHANGE
470	Sequent Planning LLC	$8.2M	19,062	−2,029	TRIM
471	TigerOak Management, L.L.C.	$8.2M	18,998	−296	TRIM
472	St. Johns Investment Management Company, LLC	$8.2M	18,979	−1,410	TRIM
473	Curry Webb Wealth Management LLC	$8.1M	18,914	—	NO PRIOR
474	GKV Capital Management Co., Inc.	$8.1M	18,888	+126	ADD
475	VVR Holdings LLC	$8.1M	18,819	−5,448	TRIM
476	Prostatis Group LLC	$8.1M	18,776	−596	TRIM
477	Van Hulzen Asset Management, LLC	$8.1M	18,772	−7,160	TRIM
478	Granite Bay Wealth Management, LLC	$8.1M	18,731	+1,609	ADD
479	Bank Julius Baer & Co. Ltd, Zurich	$8.1M	18,712	+7,205	ADD
480	McBroom & Associates, LLC	$8.0M	18,584	−1,774	TRIM
481	SeaCrest Wealth Management, LLC	$8.0M	18,518	+510	ADD
482	Smart Money Group LLC	$7.9M	18,437	−220	TRIM
483	ZACKS INVESTMENT MANAGEMENT	$7.9M	18,434	−1,293	TRIM
484	Kessler Investment Group, LLC	$7.9M	18,384	+16,682	ADD
485	INTEGRITY ALLIANCE, LLC.	$7.9M	18,356	−11,945	TRIM
486	VectorGlobal IAG, Inc.	$7.9M	18,312	—	NO PRIOR
487	Sepio Capital, LP	$7.8M	18,077	−1,340	TRIM
488	Bryn Mawr Trust Advisors, LLC	$7.7M	17,873	+1,343	ADD
489	McGuire Investment Group, LLC	$7.7M	17,798	+51	ADD
490	Regal Investment Advisors LLC	$7.6M	17,756	−339	TRIM
491	Sound View Wealth Advisors Group, LLC	$7.6M	17,735	+1,297	ADD
492	BANQUE PICTET & CIE SA	$7.6M	17,786	+3,961	ADD
493	HAMEL ASSOCIATES, INC.	$7.6M	17,707	−160	TRIM
494	Prosperity Consulting Group, LLC	$7.6M	17,664	+238	ADD
495	ExodusPoint Capital Management, LP	$7.6M	17,663	+17,663	NEW
496	Orion Porfolio Solutions, LLC	$7.5M	17,442	−9,517	TRIM
497	EVEXIA WEALTH LLC	$7.4M	17,081	+826	ADD
498	Segment Wealth Management, LLC	$7.4M	17,245	−430	TRIM
499	GUIDANCE CAPITAL, INC	$7.4M	17,736	+4,491	ADD
500	Synergy Asset Management, LLC	$7.4M	17,215	+8,679	ADD

Newest 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 2026-07-03 → 2026-10-01 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding: 2 Third Point, Gotham Asset Management $52.4M held
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
Date	Who	Change	Size
2026-05-15	Third Point 13F	NEW	+95,000 sh
2026-05-15	Gotham Asset Management 13F	ADD	+7,536 sh
2026-05-15	Tudor Investment Corp 13F	TRIM	−208,433 sh

3 newest rows · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

10 members of Congress disclosed GLD — the congressional view ↗

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings. A position may have been changed or closed before you ever see it, and is older still by however long ago that quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars with unit_basis carried on every record.

Affiliated managers may report the same position (otherManager), so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice (ARCHITECTURE.md §5.2 / M2-CONTRACT §5).