SPDR GOLD TR (GLD)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
173
Reporting holders
$537.7M
Reported value
0.0%
Calls
0.0%
Puts
-2,907
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| ROCKLAND TRUST CO | $101.9M | 267,504 | 3.90% | 32q | -0.7%-$719.8K |
| SAPIENT CAPITAL LLC | $43.1M | 113,043 | 0.58% | 12q | -50.0%-$43.1M |
| Farther Finance Advisors, LLC | $29.8M | 77,725 | 0.21% | 16q | -3.6%-$1.1M |
| CoreCap Advisors, LLC | $22.2M | 58,183 | 0.64% | 19q | -3.4%-$784.2K |
| ACT WEALTH MANAGEMENT, LLC | $18.0M | 47,383 | 5.31% | 12q | +21.8%+$3.2M |
| Violich Capital Management, Inc. | $17.0M | 44,638 | 1.83% | 32q | -2.0%-$350.4K |
| Lake Hills Wealth Management, LLC | $16.5M | 43,427 | 7.60% | 14q | -0.8%-$136.7K |
| Independence Financial Advisors, LLC | $14.1M | 36,897 | 3.53% | 7q | +4.5%+$603.6K |
| Bank of New Hampshire | $13.9M | 36,505 | 3.00% | 22q | -10.6%-$1.7M |
| Grove Bank & Trust | $11.5M | 30,267 | 1.15% | 9q | +15.7%+$1.6M |
| Coastline Trust Co | $10.2M | 26,766 | 0.95% | 9q | +6.2%+$597.9K |
| Deane Retirement Strategies, Inc. | $9.1M | 23,782 | 3.71% | 14q | -1.6%-$145.1K |
| Biltmore Wealth Management, LLC | $8.2M | 21,617 | 2.55% | 31q | +5.3%+$413.2K |
| Versant Capital Management, Inc | $7.7M | 20,193 | 0.66% | 32q | HELD |
| Apella Capital, LLC | $7.6M | 20,134 | 0.10% | 10q | +2.9%+$210.9K |
| Overbrook Management Corp | $6.9M | 18,218 | 1.08% | 4q | +116.3%+$3.7M |
| Kaydan Wealth Management, Inc. | $6.8M | 17,756 | 2.32% | new | NEW |
| Kessler Investment Group, LLC | $6.6M | 17,293 | 3.18% | 26q | -5.1%-$353.0K |
| GoalFusion Wealth Management, LLC | $6.1M | 16,124 | 2.46% | 19q | HELD |
| YHB Investment Advisors, Inc. | $6.1M | 16,065 | 0.39% | 25q | -1.3%-$78.1K |
| Baron Financial Group, LLC | $6.0M | 15,824 | 2.93% | 25q | -1.1%-$64.0K |
| Stonebridge Financial Group, LLC | $5.8M | 15,330 | 0.43% | 8q | +1.1%+$62.8K |
| Noble Wealth Management PBC | $5.5M | 14,526 | 2.48% | 7q | +3.4%+$183.6K |
| Avidian Wealth Enterprises, LLC | $5.4M | 14,101 | 0.15% | 29q | +20.7%+$927.0K |
| Balefire, LLC | $5.3M | 13,955 | 0.84% | 25q | -5.1%-$288.3K |
| INSPIRION WEALTH ADVISORS, LLC | $4.9M | 12,781 | 0.55% | 20q | -1.0%-$51.4K |
| FSA Investment Group, LLC | $4.4M | 11,425 | 1.39% | new | NEW |
| Towneley Capital Management, Inc / DE | $4.0M | 10,620 | 0.80% | 12q | HELD |
| Gouws Capital LLC | $3.9M | 10,160 | 1.83% | 20q | +1.3%+$49.5K |
| BAKER TILLY WEALTH MANAGEMENT, LLC | $3.9M | 10,142 | 0.76% | 24q | -1.8%-$70.8K |
| Sound Income Strategies, LLC | $3.8M | 10,088 | 0.17% | 32q | -3.4%-$132.9K |
| Weaver Consulting Group | $3.8M | 9,875 | 0.73% | 31q | -1.6%-$60.6K |
| Taylor & Morgan Wealth Management, LLC | $3.4M | 9,005 | 1.65% | 20q | -1.7%-$60.9K |
| TITLEIST ASSET MANAGEMENT, LLC | $3.3M | 8,766 | 0.22% | 15q | +11.1%+$334.0K |
| DIVERSIFIED MANAGEMENT INC | $3.3M | 8,620 | 0.57% | 4q | HELD |
| Bath Savings Trust Co | $3.1M | 8,059 | 0.32% | 18q | -1.5%-$47.6K |
| Valeo Financial Advisors, LLC | $2.9M | 7,620 | 0.06% | 32q | +2.0%+$57.1K |
| Wisconsin Wealth Advisors, LLC | $2.9M | 7,614 | 2.44% | 8q | HELD |
| Sincerus Advisory, LLC | $2.8M | 7,392 | 1.84% | 8q | +8.6%+$222.8K |
| ARMSTRONG ADVISORY GROUP, INC | $2.8M | 7,371 | 0.17% | 16q | -2.9%-$84.9K |
| FINANCIAL MANAGEMENT NETWORK INC | $2.7M | 6,998 | 0.38% | 24q | HELD |
| Emergent Wealth Advisors, LLC | $2.6M | 6,826 | 1.36% | 12q | -27.9%-$1.0M |
| EASTERN BANK | $2.6M | 6,726 | 0.04% | 9q | -1.2%-$32.0K |
| BRIGHTON SECURITIES CORP. | $2.6M | 6,724 | 1.07% | 6q | +9.5%+$222.8K |
| Cadent Capital Advisors, LLC | $2.5M | 6,539 | 0.53% | 24q | +1.9%+$46.5K |
| Roan Capital Partners | $2.4M | 6,253 | 1.74% | 2q | +23.2%+$449.0K |
| PARK NATIONAL CORP /OH/ | $2.0M | 5,268 | 0.05% | 31q | -1.3%-$25.9K |
| BOS Asset Management, LLC | $2.0M | 5,240 | 0.47% | 16q | -14.7%-$342.8K |
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | $2.0M | 5,197 | 0.13% | 20q | HELD |
| Montecito Bank & Trust | $2.0M | 5,181 | 0.30% | 31q | HELD |
| FELL CAPITAL MANAGEMENT /ADV | $1.9M | 5,015 | 1.64% | 4q | -2.0%-$38.1K |
| Heartwood Wealth Advisors LLC | $1.9M | 4,929 | 0.15% | 16q | -17.2%-$390.7K |
| Norman Fields, Gottscho Capital Management, LLC | $1.8M | 4,756 | 0.55% | 7q | HELD |
| Venture Visionary Partners LLC | $1.6M | 4,310 | 0.04% | 26q | +2.5%+$40.0K |
| Crumly & Associates Inc. | $1.5M | 4,032 | 0.27% | 5q | +24.8%+$304.7K |
| LEGACY SOLUTIONS, LLC | $1.4M | 3,729 | 1.08% | 6q | -0.6%-$8.0K |
| DOLIVER ADVISORS, LP | $1.4M | 3,695 | 0.31% | 30q | +43.4%+$425.8K |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $1.4M | 3,677 | 0.02% | 3q | +8.3%+$107.4K |
| Quintet Private Bank (Europe) S.A. | $1.4M | 3,673 | 0.06% | 11q | +15.8%+$190.8K |
| Pacific Wealth Management | $1.3M | 3,331 | 0.56% | new | NEW |
| Hardin Capital Partners, LLC | $1.3M | 3,304 | 0.61% | 10q | HELD |
| Oak Grove Capital LLC | $1.2M | 3,253 | 0.06% | 6q | HELD |
| Gerald Baker Financial Group LLC | $1.2M | 3,169 | 0.34% | 3q | +4.1%+$47.6K |
| COLTON GROOME FINANCIAL ADVISORS, LLC | $1.2M | 3,050 | 0.27% | 10q | HELD |
| Mirador Capital Partners LP | $1.2M | 3,044 | 0.13% | 9q | -85.9%-$7.1M |
| Pathway Financial Advisors LLC | $1.2M | 3,035 | 0.13% | 6q | +339.9%+$893.1K |
| Capital Advisors Wealth Management, LLC | $1.1M | 2,979 | 0.13% | 23q | HELD |
| Cooper Financial Group | $1.1M | 2,919 | 0.09% | 19q | -0.6%-$7.2K |
| Rosenberg Matthew Hamilton | $1.1M | 2,863 | 0.20% | 27q | HELD |
| PRIVATE CLIENT SERVICES, LLC | $1.1M | 2,811 | 0.29% | 12q | -25.3%-$362.6K |
| Whalen Wealth Management Inc. | $1.1M | 2,797 | 0.45% | 3q | +46.9%+$340.1K |
| Galvin, Gaustad & Stein, LLC | $1.1M | 2,788 | 0.08% | 4q | +8.1%+$79.2K |
| Cambridge Financial Group, LLC | $984.3K | 2,672 | 0.31% | 7q | HELD |
| Post Resch Tallon Group Inc. | $978.8K | 2,570 | 0.67% | 8q | +4.0%+$37.3K |
| Byrne Asset Management LLC | $925.9K | 2,419 | 0.52% | 11q | -6.3%-$62.0K |
| Successful Portfolios LLC | $902.7K | 2,378 | 0.42% | 25q | -3.9%-$36.8K |
| jvl associates llc | $892.7K | 2,344 | 0.26% | 36q | HELD |
| Ebert Capital Management Inc. | $870.2K | 2,285 | 0.76% | 2q | +73.5%+$368.7K |
| Allen Mooney & Barnes Investment Advisors LLC | $824.9K | 2,166 | 0.12% | 14q | HELD |
| Wedmont Private Capital | $803.1K | 2,121 | 0.02% | 6q | +16.7%+$114.7K |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC | $787.2K | 2,067 | 0.47% | 11q | HELD |
| Tactive Advisors, LLC | $778.8K | 2,045 | 0.19% | 7q | -47.7%-$710.3K |
| FIRST FINANCIAL BANK - TRUST DIVISION | $771.2K | 2,025 | 0.06% | 32q | HELD |
| ALKEME WEALTH, LLC | $765.9K | 2,011 | 0.29% | 32q | -3.4%-$27.0K |
| First Heartland Consultants, Inc. | $742.8K | 1,950 | 0.05% | 10q | HELD |
| Monument Capital Management | $726.3K | 1,907 | 0.15% | 2q | HELD |
| AVAII WEALTH MANAGEMENT, LLC | $716.8K | 1,886 | 0.21% | 20q | -8.6%-$67.6K |
| GK Wealth Management LLC | $684.1K | 1,796 | 0.39% | 2q | +41.8%+$201.5K |
| Williams & Novak Wealth Management, LLC | $672.9K | 1,767 | 0.40% | 12q | +2.5%+$16.4K |
| Sprinkle Financial Consultants LLC | $641.3K | 1,684 | 0.25% | 3q | HELD |
| Paragon Capital Management Ltd | $639.4K | 1,679 | 0.12% | 28q | -0.8%-$5.3K |
| Investment Partners Asset Management, Inc. | $626.9K | 1,646 | 0.34% | 12q | +1.0%+$6.5K |
| Gradient Investments LLC | $618.9K | 1,625 | 0.01% | 32q | -1.8%-$11.4K |
| Financial Designs Corp | $613.9K | 1,612 | 0.32% | 3q | +3.5%+$20.9K |
| Montz Harcus Wealth Management LLC | $595.0K | 1,562 | 0.21% | 11q | +7.1%+$39.2K |
| Castleview Partners, LLC | $591.8K | 1,554 | 0.26% | 20q | +2.2%+$12.9K |
| Castle Rock Wealth Management, LLC | $578.4K | 1,513 | 0.11% | 17q | -5.5%-$33.6K |
| Prism Advisors, Inc. | $567.9K | 1,500 | 0.14% | 30q | HELD |
| Ridgewood Investments LLC | $567.8K | 1,491 | 0.21% | 9q | -2.6%-$15.2K |
| Peoples Bank/KS | $537.0K | 1,410 | 0.52% | 13q | +2.0%+$10.3K |
Showing the largest 100 of 180 reported holders.
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-09-28 | 2026-09-28 | Directors or officers departed or appointed | filing |
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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 173 | $537.7M | 1,411,504 | 10 | 54 | 60 | 0.0% |
| Q2 2026 | 3,080 | $167.8B | 137,012,569 | 115 | 941 | 1,079 | 69.9% |
| Q1 2026 | 3,199 | $254.9B | 141,859,072 | 253 | 1,008 | 1,212 | 76.0% |
| Q4 2025 | 3,128 | $224.9B | 147,220,778 | 230 | 990 | 998 | 74.7% |
| Q3 2025 | 2,812 | $177.8B | 138,359,085 | 230 | 1,064 | 694 | 72.4% |
| Q2 2025 | 2,700 | $117.6B | 139,122,689 | 177 | 903 | 905 | 64.5% |
| Q1 2025 | 2,609 | $104.3B | 135,444,300 | 255 | 938 | 727 | 62.6% |
| Q4 2024 | 2,454 | $85.5B | 130,647,347 | 132 | 779 | 714 | 63.2% |
| Q3 2024 | 2,240 | $86.8B | 125,045,972 | 183 | 752 | 614 | 65.0% |
| Q2 2024 | 2,137 | $69.9B | 120,909,189 | 134 | 651 | 708 | 61.9% |
| Q1 2024 | 2,102 | $66.7B | 141,391,395 | 160 | 536 | 745 | 56.3% |
| Q4 2023 | 2,050 | $75.4B | 135,957,909 | 147 | 534 | 696 | 65.5% |
| Q3 2023 | 1,876 | $60.1B | 127,099,454 | 70 | 457 | 736 | 63.8% |
| Q2 2023 | 1,920 | $52.9B | 130,527,016 | 111 | 645 | 607 | 56.0% |
| Q1 2023 | 1,928 | $62.8B | 127,686,849 | 169 | 619 | 577 | 62.8% |
| Q4 2022 | 1,858 | $57.3B | 159,177,136 | 142 | 417 | 725 | 52.9% |
| Q3 2022 | 1,779 | $49.5B | 134,392,625 | 81 | 382 | 785 | 62.2% |
| Q2 2022 | 1,906 | $57.6B | 154,704,442 | 118 | 599 | 629 | 59.6% |
| Q1 2022 | 1,923 | $68.6B | 163,244,811 | 210 | 745 | 499 | 61.2% |
| Q4 2021 | 1,813 | $48.3B | 135,067,930 | 100 | 503 | 582 | 55.4% |
| Q3 2021 | 1,648 | $46.2B | 131,795,516 | 77 | 511 | 530 | 56.2% |
| Q2 2021 | 1,699 | $55.5B | 133,638,908 | 135 | 573 | 542 | 60.1% |
| Q1 2021 | 1,643 | $50.1B | 135,143,715 | 97 | 541 | 602 | 57.0% |
| Q4 2020 | 1,725 | $73.7B | 167,368,197 | 119 | 584 | 526 | 59.5% |
| Q3 2020 | 1,589 | $80.1B | 180,915,218 | 160 | 724 | 357 | 60.0% |
| Q2 2020 | 1,516 | $67.6B | 175,880,109 | 224 | 604 | 351 | 57.6% |
| Q1 2020 | 1,370 | $54.3B | 133,324,131 | 177 | 520 | 383 | 63.7% |
| Q4 2019 | 1,309 | $45.4B | 123,313,654 | 93 | 376 | 379 | 61.2% |
| Q3 2019 | 1,183 | $43.2B | 127,996,148 | 129 | 473 | 285 | 58.9% |
| Q2 2019 | 1,136 | $86.4B | 439,986,187 | 119 | 314 | 371 | 32.2% |
| Q1 2019 | 1,113 | $44.5B | 238,045,543 | 97 | 333 | 347 | 34.8% |
| Q4 2018 | 1,124 | $49.6B | 238,745,340 | 11 | 16 | 19 | 41.7% |