GOLDMAN SACHS PHYSICAL GOLD (AAAU)
Institutional ownership reported to the SEC as of Q2 2026, across 30 quarters.
234
Reporting holders
$884.5M
Reported value
36.4%
Of shares outstanding
0.4%
Held as options
-2
Holder change
Institutions report 22,224,613 shares against 61,055,722 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| NEOS Investment Management LLC | $108.2M | 2,734,560 | 0.40% | 5q | +38.6%+$30.1M |
| Wellspring Financial Advisors, LLC | $88.1M | 2,225,662 | 5.80% | 8q | +7.7%+$6.3M |
| LPL Financial LLC | $45.5M | 1,151,110 | 0.01% | 23q | -2.7%-$1.3M |
| EXCHANGE TRADED CONCEPTS, LLC | $41.9M | 1,058,856 | 0.10% | 7q | +88.8%+$19.7M |
| Heirloom Wealth Management | $39.8M | 1,005,004 | 5.76% | 3q | +462.2%+$32.7M |
| RAYMOND JAMES FINANCIAL INC | $32.7M | 826,242 | 0.01% | 7q | -5.6%-$1.9M |
| OSAIC HOLDINGS, INC. | $32.6M | 823,586 | 0.04% | 23q | +22.6%+$6.0M |
| Proficio Capital Partners LLC | $30.1M | 759,580 | 1.08% | 23q | -28.0%-$11.7M |
| Mirae Asset Global Investments Co., Ltd. | $20.2M | 511,600 | 0.03% | 20q | -59.8%-$30.1M |
| STIFEL FINANCIAL CORP | $16.3M | 412,635 | 0.01% | 14q | HELD |
| ROYAL BANK OF CANADA | $15.6M | 393,243 | 0.00% | 23q | -7.4%-$1.2M |
| AUGUSTINE ASSET MANAGEMENT INC | $15.0M | 380,296 | 3.05% | 16q | HELD |
| Sonoma Allocations LLC | $12.4M | 308,858 | 3.86% | 4q | -1.0%-$129.3K |
| COLTON GROOME FINANCIAL ADVISORS, LLC | $12.3M | 310,579 | 2.97% | 6q | +1.0%+$127.3K |
| Kestra Advisory Services, LLC | $11.2M | 282,294 | 0.04% | 19q | -1.2%-$133.1K |
| ALERUS FINANCIAL NA | $11.1M | 281,513 | 0.49% | 11q | -8.2%-$989.2K |
| CLG LLC | $10.9M | 276,529 | 2.40% | 3q | +18.7%+$1.7M |
| Cetera Investment Advisers | $10.9M | 274,731 | 0.01% | 12q | -8.6%-$1.0M |
| China Universal Asset Management Co., Ltd. | $9.6M | 242,000 | 0.57% | 12q | HELD |
| GoalVest Advisory LLC | $8.8M | 221,219 | 1.62% | 5q | +9.3%+$745.7K |
| AMERICAN NATIONAL BANK & TRUST | $8.7M | 220,351 | 0.74% | 8q | +236.1%+$6.1M |
| JPMORGAN CHASE & CO | $8.3M | 210,759 | 0.00% | 8q | +123.7%+$4.6M |
| ELEVATION POINT WEALTH PARTNERS, LLC | $8.3M | 208,601 | 0.15% | new | NEW |
| Vestmark Advisory Solutions, Inc. | $8.2M | 208,281 | 0.08% | new | NEW |
| OARSMAN CAPITAL, INC. | $8.1M | 204,694 | 0.86% | 9q | +6.8%+$514.0K |
| Prospera Financial Services Inc | $7.8M | 198,011 | 0.11% | 5q | +20.1%+$1.3M |
| GOLDMAN SACHS GROUP INC | $7.6M | 193,300 | 0.00% | 3q | -32.9%-$3.8M |
| COMMONWEALTH EQUITY SERVICES, LLC | $7.2M | 182,319 | 0.01% | 23q | -14.2%-$1.2M |
| Fortis Group Advisors, LLC | $7.2M | 181,273 | 1.15% | 6q | +74.5%+$3.1M |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | $7.0M | 177,988 | 0.39% | 13q | +3.3%+$223.5K |
| Marks Group Wealth Management, Inc | $6.8M | 170,635 | 0.59% | 15q | HELD |
| World Investment Advisors | $6.4M | 139,349 | 0.11% | 7q | HELD |
| Winch Advisory Services, LLC | $5.7M | 145,113 | 1.19% | 10q | HELD |
| Rockport Wealth LLC | $5.6M | 141,928 | 0.94% | new | NEW |
| HighTower Advisors, LLC | $5.6M | 141,012 | 0.01% | 19q | -13.4%-$866.2K |
| JANE STREET GROUP, LLC | $5.2M | 117,007 | 0.00% | new | NEW |
| Jump Financial, LLC | $5.0M | 127,111 | 0.04% | 2q | +81.5%+$2.3M |
| Nikulski Financial, Inc. | $4.9M | 123,390 | 1.05% | 7q | +2.5%+$118.9K |
| Procyon Advisors, LLC | $4.8M | 122,006 | 0.21% | 3q | -8.7%-$460.8K |
| Geneos Wealth Management Inc. | $4.8M | 120,387 | 0.10% | 23q | -2.1%-$103.8K |
| Optimus Capital Advisors, LLC | $4.4M | 110,408 | 2.35% | new | FIRST |
| MGO ONE SEVEN LLC | $4.3M | 109,855 | 0.07% | 9q | -8.2%-$386.6K |
| Summit Financial, LLC | $4.3M | 109,376 | 0.05% | 4q | -2.1%-$91.0K |
| Stratos Wealth Partners, LTD. | $4.3M | 108,666 | 0.04% | 2q | -26.7%-$1.6M |
| CITADEL ADVISORS LLC | $4.2M | 80,015 | 0.00% | 10q | -50.3%-$4.2M |
| Pinion Investment Advisors, LLC | $4.1M | 103,766 | 0.78% | 5q | +3.1%+$125.1K |
| Cerity Partners LLC | $4.0M | 100,810 | 0.00% | 8q | -10.9%-$488.5K |
| Cambridge Advisors Inc. | $3.6M | 92,025 | 0.63% | 13q | +2.7%+$96.1K |
| WealthTrak Capital Management LLC | $3.4M | 86,992 | 2.26% | 7q | +3.9%+$130.1K |
| OneDigital Investment Advisors LLC | $3.3M | 83,075 | 0.03% | 9q | +11.9%+$349.8K |
| Riverwater Partners LLC | $3.3M | 82,626 | 0.97% | 19q | +15.3%+$432.7K |
| Mutual Advisors, LLC | $3.1M | 78,870 | 0.06% | 23q | +2.7%+$82.7K |
| GENTRY PRIVATE WEALTH, LLC | $2.9M | 72,947 | 1.49% | 5q | +11.2%+$289.9K |
| Tandem Financial, LLC | $2.8M | 71,050 | 0.85% | 2q | -40.4%-$1.9M |
| NewEdge Advisors, LLC | $2.8M | 69,747 | 0.01% | 4q | +14.0%+$337.9K |
| MOULTON WEALTH MANAGEMENT, INC | $2.7M | 68,483 | 1.81% | 2q | -8.8%-$265.3K |
| Capital Asset Advisory Services LLC | $2.7M | 69,211 | 0.10% | 21q | +2.5%+$65.8K |
| AXXCESS WEALTH MANAGEMENT, LLC | $2.7M | 69,211 | 0.04% | new | NEW |
| Arkadios Wealth Advisors | $2.5M | 63,964 | 0.04% | new | NEW |
| ENVESTNET ASSET MANAGEMENT INC | $2.5M | 63,325 | 0.00% | 22q | -14.0%-$406.5K |
| Essex Financial Services, Inc. | $2.5M | 63,138 | 0.12% | 9q | HELD |
| Farther Finance Advisors, LLC | $2.4M | 61,777 | 0.02% | 6q | -41.2%-$1.7M |
| Paladin Advisory Group, LLC | $2.4M | 61,747 | 1.62% | 19q | +2.2%+$51.4K |
| Corient Private Wealth LP | $2.4M | 60,868 | 0.00% | 4q | +187.4%+$1.6M |
| Foundations Investment Advisors, LLC | $2.4M | 59,860 | 0.02% | 18q | -21.3%-$640.3K |
| Equitable Holdings, Inc. | $2.3M | 59,205 | 0.01% | 6q | +35.7%+$616.7K |
| Mariner, LLC | $2.3M | 59,197 | 0.00% | 6q | -4.7%-$116.3K |
| Global Retirement Partners, LLC | $2.3M | 57,761 | 0.03% | 16q | -47.8%-$2.1M |
| MML INVESTORS SERVICES, LLC | $2.0M | 51,589 | 0.00% | 12q | +46.5%+$647.6K |
| Creative Planning | $2.0M | 49,586 | 0.00% | 15q | -10.7%-$234.5K |
| IMC-Chicago, LLC | $1.9M | options only | 0.00% | 3q | OPTIONS |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $1.9M | 47,257 | 0.02% | 5q | +2.2%+$41.0K |
| BOOTHBAY FUND MANAGEMENT, LLC | $1.8M | 46,700 | 0.02% | 8q | +36.2%+$490.7K |
| Private Advisor Group, LLC | $1.7M | 43,317 | 0.01% | 7q | +15.6%+$231.3K |
| Arete Wealth Advisors, LLC | $1.6M | 41,486 | 0.04% | 8q | +84.0%+$749.3K |
| RENAISSANCE TECHNOLOGIES LLC | $1.6M | 41,100 | 0.00% | 11q | -41.3%-$1.1M |
| AQR CAPITAL MANAGEMENT LLC | $1.6M | 40,098 | 0.00% | 2q | +541.6%+$1.3M |
| Apollon Wealth Management, LLC | $1.5M | 38,981 | 0.02% | 19q | HELD |
| Rockefeller Capital Management L.P. | $1.5M | 38,701 | 0.00% | 13q | -38.4%-$954.9K |
| OPTIMA CAPITAL LLC | $1.5M | 38,564 | 0.60% | 7q | -16.7%-$305.0K |
| Sowell Financial Services LLC | $1.5M | 38,077 | 0.05% | 2q | -0.5%-$7.7K |
| RETIREMENT GUYS FORMULA LLC | $1.5M | 37,757 | 0.56% | 11q | -19.3%-$356.7K |
| SAGESPRING WEALTH PARTNERS, LLC | $1.5M | 36,989 | 0.02% | 4q | +206.7%+$986.4K |
| Advisory Services Network, LLC | $1.5M | 36,875 | 0.02% | 9q | +16.6%+$208.0K |
| Generation Capital Management LLC | $1.4M | 36,445 | 0.88% | 4q | -1.4%-$19.8K |
| TUDOR INVESTMENT CORP ET AL | $1.4M | 36,444 | 0.00% | 3q | -12.7%-$210.0K |
| Guidance Point Advisors, LLC | $1.4M | 35,693 | 0.30% | 6q | +18.5%+$220.5K |
| Walser Wealth Management Company, A Ltd Liability Co | $1.4M | 34,892 | 0.57% | 3q | -3.8%-$55.2K |
| NORTHBRIDGE FINANCIAL GROUP, LLC | $1.4M | 34,345 | 0.52% | 2q | +41.3%+$397.2K |
| WESPAC Advisors, LLC | $1.3M | 33,597 | 0.65% | 4q | -35.2%-$722.7K |
| Regal Investment Advisors LLC | $1.3M | 31,647 | 0.07% | 21q | +0.7%+$9.1K |
| Waverly Advisors, LLC | $1.2M | 31,441 | 0.01% | 2q | -1.2%-$15.5K |
| Exit Wealth Advisors, LLC. | $1.2M | 31,334 | 0.56% | 4q | HELD |
| MATAURO, LLC | $1.2M | 30,156 | 0.16% | 7q | +8.0%+$87.9K |
| VISTA INVESTMENT PARTNERS II, LLC | $1.2M | 29,829 | 0.46% | 4q | -11.8%-$158.2K |
| MORGAN STANLEY | $1.1M | 28,970 | 0.00% | 23q | -4.7%-$56.5K |
| TCFG Investment Advisors, LLC | $1.1M | 28,395 | 0.38% | 2q | +277.3%+$825.8K |
| Ipsen Advisor Group LLC | $1.1M | 27,834 | 0.71% | 2q | +7.4%+$75.6K |
| Sequoia Financial Advisors, LLC | $1.0M | 25,459 | 0.01% | 3q | HELD |
| BARCLAYS PLC | $1.0M | 25,300 | 0.00% | new | NEW |
Showing the largest 100 of 246 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 234 | $884.5M | 22,224,613 | 26 | 76 | 74 | 0.4% |
| Q1 2026 | 236 | $973.8M | 20,945,429 | 38 | 64 | 76 | 0.7% |
| Q4 2025 | 221 | $793.5M | 18,565,165 | 41 | 73 | 58 | 0.3% |
| Q3 2025 | 197 | $669.2M | 17,513,850 | 37 | 64 | 49 | 0.1% |
| Q2 2025 | 175 | $508.1M | 15,525,903 | 40 | 52 | 51 | 0.2% |
| Q1 2025 | 152 | $437.5M | 14,123,649 | 35 | 51 | 31 | 0.5% |
| Q4 2024 | 134 | $293.8M | 11,316,356 | 25 | 34 | 33 | 0.0% |
| Q3 2024 | 110 | $263.7M | 10,126,438 | 28 | 32 | 26 | 0.0% |
| Q2 2024 | 92 | $211.4M | 9,176,828 | 19 | 27 | 28 | 0.0% |
| Q1 2024 | 79 | $208.5M | 9,474,878 | 10 | 20 | 25 | 0.0% |
| Q4 2023 | 82 | $202.8M | 9,937,608 | 16 | 22 | 25 | 0.0% |
| Q3 2023 | 65 | $158.5M | 8,648,293 | 7 | 21 | 21 | 0.0% |
| Q2 2023 | 74 | $211.4M | 11,105,833 | 19 | 26 | 14 | 0.0% |
| Q1 2023 | 64 | $124.0M | 6,340,113 | 17 | 14 | 17 | 0.0% |
| Q4 2022 | 50 | $101.6M | 5,723,839 | 8 | 18 | 12 | 1.6% |
| Q3 2022 | 60 | $112.1M | 6,810,771 | 11 | 17 | 19 | 1.4% |
| Q2 2022 | 62 | $261.3M | 17,926,411 | 6 | 20 | 20 | 0.6% |
| Q1 2022 | 62 | $316.4M | 16,456,529 | 17 | 19 | 12 | 0.0% |
| Q4 2021 | 46 | $109.2M | 5,934,708 | 10 | 17 | 11 | 1.2% |
| Q3 2021 | 36 | $102.8M | 5,885,907 | 5 | 12 | 11 | 0.0% |
| Q2 2021 | 35 | $91.0M | 5,160,614 | 6 | 11 | 9 | 0.0% |
| Q1 2021 | 32 | $80.1M | 4,702,943 | 9 | 9 | 5 | 0.0% |
| Q4 2020 | 32 | $84.8M | 4,516,145 | 31 | 0 | 0 | 0.0% |
| Q3 2020 | 1 | $100.0K | 5,704 | 0 | 0 | 0 | 0.0% |
| Q2 2020 | 1 | $100.0K | 5,704 | 0 | 0 | 0 | 0.0% |
| Q1 2020 | 1 | $100.0K | 5,704 | 0 | 0 | 0 | 0.0% |
| Q4 2019 | 1 | $100.0K | 5,704 | 0 | 0 | 0 | 0.0% |
| Q3 2019 | 1 | $100.0K | 5,704 | 0 | 0 | 0 | 0.0% |
| Q2 2019 | 1 | $100.0K | 5,704 | 0 | 0 | 0 | 0.0% |
| Q1 2019 | 1 | $100.0K | 5,704 | 1 | 0 | 0 | 0.0% |