Skip to content
Disclosery

GLD SPDR GOLD TR

Follow

GOLD SHS (fund), issuer CIK 1222333

2,554 managers (2,582 13F filers) reported a position in GLD shares at 2025-03-31, 135,285,279 shares in all. 250 filers opened a position and 74 filers sold out during the quarter.

Managers
2,554
13F filers
2,582
New
250
Added
1,004
Reduced
786
Sold out
74
Shares held by filers
135,285,279

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Onyx Bridge Wealth Group LLC6,411$1.85M0.26%+33713F-HRTimeline
ZEGA Investments, LLC6,399$1.84M0.54%new13F-HRTimeline
KFG WEALTH MANAGEMENT, LLC6,397$1.84M0.34%+16813F-HRTimeline
Avantax Planning Partners, Inc.6,396$1.84M0.07%-56213F-HRTimeline
San Luis Wealth Advisors LLC6,385$1.84M0.42%013F-HR/ATimeline
Hodges Capital Management Inc.6,365$1.83M0.18%-1,65513F-HR/ATimeline
BKM Wealth Management, LLC6,363$1.83M0.75%+52513F-HRTimeline
Clarus Wealth Advisors6,409$1.83M0.98%-1,35513F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV6,342$1.83M0.15%+1,05013F-HRTimeline
LVM CAPITAL MANAGEMENT LTD/MI6,325$1.82M0.2%013F-HRTimeline
Pacific Point Advisors, LLC6,320$1.82M1.01%013F-HRTimeline
WEALTHEDGE INVESTMENT ADVISORS, LLC6,308$1.82M0.82%-82713F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC6,263$1.81M0.71%+3,84113F-HRTimeline
Good Steward Wealth Advisors,LLC6,267$1.81M1.64%13F-HRTimeline
Advisors Preferred, LLCin group Advisors Preferred, LLC6,266$1.8M0.24%+48513F-HRTimelineGroup
CAPITAL ADVISORS INC/OK6,243$1.8M0.04%+2,64013F-HRTimeline
Secure Asset Management, LLC6,243$1.8M0.36%+69413F-HRTimeline
Maxele Advisors, LLC6,237$1.8M1.74%+7513F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC6,214$1.79M0.02%-6,08613F-HRTimelineGroup
TBH Global Asset Management, LLC6,202$1.79M0.34%+57413F-HRTimeline
CERTUITY, LLC6,199$1.78M0.19%+3,23713F-HRTimeline
Allied Investment Advisors, LLC6,185$1.78M0.34%new13F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC6,176$1.78M0.37%-3013F-HRTimeline
High Net Worth Advisory Group LLC6,170$1.78M0.5%013F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC6,144$1.77M0.68%+29613F-HRTimeline
Crescent Grove Advisors, LLC6,133$1.77M0.18%-5113F-HRTimeline
Aprio Wealth Management, LLC6,126$1.77M0.22%-8413F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.6,063$1.75M0.15%+1,83713F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC6,056$1.74M0.13%013F-HRTimeline
SevenBridge Financial Group, LLC5,843$1.74M0.34%-1,98413F-HRTimeline
Bison Wealth, LLC5,769$1.74M0.16%+4,60313F-HRTimeline
CRA Financial Services, LLC6,019$1.73M0.3%+23913F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC6,018$1.73M0.01%+31413F-HRTimeline
Inscription Capital, LLC8,420$1.73M0.29%13F-HRTimeline
ISTHMUS PARTNERS, LLC6,000$1.73M0.22%013F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT5,952$1.72M0.05%-13713F-HRTimeline
Benin Management CORP5,943$1.71M0.49%+15013F-HRTimeline
Bryn Mawr Trust Advisors, LLC5,940$1.71M0.1%+1,71913F-HRTimeline
First Business Financial Services, Inc.5,900$1.7M0.17%+40013F-HRTimeline
Gallo Partners, LP5,898$1.7M1.13%new13F-HRTimeline
Harbour Capital Advisors, LLC5,921$1.7M0.42%-45813F-HRTimeline
Marex Group Ltdin group Marex Group Ltd5,861$1.69M0.03%-61,96113F-HRTimelineGroup
Aspen Investment Management Inc5,857$1.69M0.78%+2013F-HRTimeline
Verdence Capital Advisors LLC5,850$1.69M0.13%+8813F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.5,848$1.69M0.83%+15013F-HRTimeline
Meridian Wealth Advisors, LLC5,848$1.69M0.29%+31813F-HRTimeline
LCNB CORP5,832$1.68M0.62%013F-HRTimeline
Composition Wealth, LLC5,811$1.67M0.03%+79613F-HRTimeline
Banco BTG Pactual S.A.5,803$1.67M0.42%+2,35013F-HRTimeline
Pegasus Asset Management, Inc.5,748$1.66M0.66%-3013F-HRTimeline
SCHNIEDERS CAPITAL MANAGEMENT LLC5,725$1.65M0.35%+31513F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC5,681$1.64M0.35%013F-HRTimelineGroup
DOHENY ASSET MANAGEMENT /CA5,670$1.63M1.28%013F-HRTimeline
SpringVest Wealth Management LLC5,663$1.63M1.35%+33513F-HRTimeline
Mason & Associates Inc5,627$1.62M0.4%-28513F-HRTimeline
ORG Partners LLC6,822$1.62M0.4%+6,53913F-HRTimeline
Valmark Advisers, Inc.5,612$1.62M0.02%-49413F-HRTimeline
ACCOUNT MANAGEMENT LLC5,610$1.62M1.78%013F-HRTimeline
Caitlin John, LLC5,608$1.62M1.58%-2,90013F-HRTimeline
Werba Rubin Papier Wealth Management5,586$1.61M0.35%+2,48613F-HRTimeline
MOULTON WEALTH MANAGEMENT, INC5,568$1.6M1.22%-27613F-HRTimeline
PATTEN & PATTEN INC/TN5,565$1.6M0.11%+1,00613F-HRTimeline
ArchPoint Investors5,565$1.6M0.53%013F-HR/ATimeline
Patten Group, Inc.5,563$1.6M0.37%-1713F-HRTimeline
WMG Financial Advisors, LLC5,562$1.6M0.68%+21813F-HRTimeline
FORTE ASSET MANAGEMENT LLC5,559$1.6M0.81%-1,15013F-HRTimeline
Delta Investment Management, LLC5,552$1.6M0.32%+10813F-HRTimeline
Upper Left Wealth Management, LLC5,548$1.6M1.15%-29113F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC5,519$1.59M0.03%+1,02113F-HRTimeline
Kimelman & Baird, LLC5,490$1.58M0.13%013F-HRTimeline
Genesis Wealth Advisors, LLC5,475$1.58M1.28%013F-HRTimeline
Betterment LLC5,473$1.58M<0.01%+38713F-HRTimeline
Moss Adams Wealth Advisors LLC5,472$1.58M0.17%013F-HRTimeline
Tradewinds, LLC.5,466$1.57M0.44%+84213F-HRTimeline
Hudson Capital Management LLC5,463$1.57M0.48%-6613F-HRTimeline
COZAD ASSET MANAGEMENT INC5,455$1.57M0.16%+1,08413F-HRTimeline
OFC FINANCIAL PLANNING, LLC5,433$1.57M1.77%-1713F-HRTimeline
Bogart Wealth, LLC5,402$1.56M0.07%+91413F-HRTimeline
Bastion Asset Management Inc.5,421$1.56M0.84%new13F-HRTimeline
PDS Planning, Inc5,400$1.56M0.13%+46713F-HRTimeline
Mill Creek Capital Advisors, LLC5,399$1.56M0.04%+8013F-HRTimeline
FORBES J M & CO LLP5,393$1.55M0.15%+2913F-HRTimeline
Mainstream Capital Management LLC5,393$1.55M1.23%-21713F-HRTimeline
Madison Wealth Partners, Inc5,353$1.54M0.38%+15613F-HRTimeline
Montecito Bank & Trust5,339$1.54M0.27%-11113F-HRTimeline
Bedel Financial Consulting, Inc.4,859$1.53M0.22%013F-HRTimeline
Beirne Wealth Consulting Services, LLC5,316$1.53M0.55%-20013F-HRTimeline
Weaver Capital Management LLC5,309$1.53M0.41%-13413F-HRTimeline
Price Capital Management, Inc.5,280$1.52M3.84%new13F-HRTimeline
Heartwood Wealth Advisors LLC5,275$1.52M0.17%+2,42613F-HRTimeline
INVESTMENT PARTNERS, LTD.5,258$1.52M0.63%013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…5,231$1.51M0.04%+43813F-HRTimelineGroup
BNP PARIBASin group BNP PARIBAS5,219$1.5M0.06%-59913F-HRTimelineGroup
NAPLES GLOBAL ADVISORS, LLC5,204$1.5M0.14%013F-HRTimeline
Turning Point Benefit Group, Inc.5,476$1.5M1.4%+1,32813F-HRTimeline
Crestwood Advisors Group, LLC5,201$1.5M0.03%-1,18213F-HRTimeline
American Capital Advisory, LLC5,168$1.49M0.8%-20113F-HRTimeline
AMERIFLEX GROUP, INC.5,156$1.49M0.61%+2,41813F-HRTimeline
Wealthspire Retirement, LLC5,145$1.48M0.12%+12813F-HRTimeline
SIG BROKERAGE, LP5,131$1.48M0.43%new13F-HRTimeline
Chevy Chase Trust Holdings, LLCin group Chevy Chase Trust Holdings, L…5,129$1.48M<0.01%-57713F-HRTimelineGroup
CAROLINAS WEALTH CONSULTING LLC5,124$1.48M0.32%+713F-HRTimeline
J2 Capital Management Inc5,118$1.47M1.36%-69013F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC5,116$1.47M0.14%-5613F-HRTimeline
Crewe Advisors LLC5,102$1.47M0.21%013F-HRTimeline
Johnson Bixby & Associates, LLC5,086$1.47M0.22%-9813F-HRTimeline
D L CARLSON INVESTMENT GROUP INC5,077$1.46M0.28%-4313F-HRTimeline
Fortis Capital Advisors, LLC5,061$1.46M0.3%+30313F-HRTimeline
Morton Capital Management LLC/CA5,053$1.46M0.28%-76613F-HRTimeline
1832 Asset Management L.P.5,035$1.45M<0.01%-713F-HRTimeline
Greenline Partners, LLC5,033$1.45M0.23%013F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC5,028$1.45M1.38%-6913F-HRTimeline
Chicago Partners Investment Group LLC4,655$1.45M0.05%+2,10513F-HRTimeline
WEALTHGARDEN F.S. LLC5,006$1.44M1.39%+37513F-HRTimeline
NWI MANAGEMENT LP5,000$1.44M0.19%013F-HRTimeline
Argentarii, LLC5,000$1.44M0.71%013F-HRTimeline
GC Wealth Management RIA, LLC4,989$1.44M0.26%+2,94913F-HRTimeline
Autumn Glory Partners, LLC4,975$1.43M0.71%013F-HRTimeline
Towerpoint Wealth, LLC4,970$1.43M0.71%+8613F-HRTimeline
SCHAPER BENZ & WISE INVESTMENT COUNSEL …4,957$1.43M0.12%-20013F-HRTimeline
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…4,956$1.43M0.28%-34113F-HR/ATimelineGroup
Cinctive Capital Management LP4,951$1.43M0.11%new13F-HRTimeline
GM Advisory Group, LLC4,948$1.43M0.08%+10113F-HRTimeline
DeDora Capital, Inc.4,937$1.42M0.41%+13913F-HRTimeline
Park Square Financial Group, LLC4,934$1.42M1.13%-2,80413F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC4,920$1.42M0.3%013F-HRTimeline
SlateStone Wealth, LLC4,913$1.42M0.14%-8413F-HRTimeline
Holowesko Partners Ltd.4,900$1.41M0.53%-5,50013F-HRTimeline
Cassaday & Co Wealth Management LLC4,893$1.41M0.04%-6913F-HRTimeline
Promus Capital, LLC4,888$1.41M1.07%013F-HR/ATimeline
American Institute for Advanced Investm…4,883$1.41M1.07%+40013F-HRTimeline
NDWM LLC4,860$1.4M1.37%+1,31513F-HRTimeline
Greenwich Wealth Management LLC4,828$1.39M0.11%+10213F-HRTimeline
Acorn Wealth Advisors, LLC4,815$1.39M0.58%+12213F-HRTimeline
Alteri Wealth LLC4,810$1.39M0.61%+3913F-HRTimeline
BLUEFIN CAPITAL MANAGEMENT, LLC4,800$1.38M1.11%13F-HRTimeline
Terra Nova Asset Management LLC4,800$1.38M1.09%013F-HRTimeline
Northwest Financial Advisors4,790$1.38M1.14%013F-HRTimeline
Wealth Quarterback LLC4,785$1.38M0.78%-14913F-HRTimeline
WEDGEWOOD INVESTORS INC /PA/4,750$1.37M1.62%-5013F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.4,745$1.37M0.17%+44313F-HRTimeline
Estate Counselors, LLC4,730$1.36M0.14%new13F-HRTimeline
Norman Fields, Gottscho Capital Managem…4,714$1.36M0.46%new13F-HRTimeline
Mirador Capital Partners LP4,712$1.36M0.24%013F-HRTimeline
ROANOKE ASSET MANAGEMENT CORP/ NY4,710$1.36M0.46%013F-HRTimeline
Interchange Capital Partners, LLC4,703$1.36M0.38%new13F-HRTimeline
FAS Wealth Partners, Inc.4,679$1.35M0.11%-2213F-HRTimeline
Grandview Asset Management LLC4,675$1.35M0.51%+19813F-HRTimeline
LUTS & GREENLEIGH GROUP, INC.4,654$1.34M1.33%+3913F-HRTimeline
Strategies Wealth Advisors, LLC4,652$1.34M0.16%-4,26513F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS4,628$1.33M0.05%-46513F-HRTimelineGroup
Houlihan Financial Resource Group, Ltd.4,611$1.33M0.6%-3113F-HRTimeline
Smart Portfolios, LLC4,611$1.33M1.44%-15513F-HRTimeline
Wealthstar Advisors, LLC4,608$1.33M0.61%+4913F-HRTimeline
WEST MICHIGAN ADVISORS, LLC4,590$1.32M0.44%+38613F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC4,586$1.32M0.05%-3713F-HRTimeline
SkyOak Wealth, LLC4,585$1.32M0.29%-5013F-HRTimeline
Fortis Advisors, LLC4,579$1.32M0.86%+64213F-HRTimeline
Proactive Wealth Strategies LLC4,577$1.32M0.7%-9,67613F-HRTimeline
PRIVATE CLIENT SERVICES, LLC4,574$1.32M0.65%-22613F-HRTimeline
RDA Financial Network4,568$1.32M0.39%-17013F-HRTimeline
Valley Financial Group, Inc.4,528$1.3M0.87%-61413F-HRTimeline
Manchester Capital Management LLC4,506$1.3M0.16%-30313F-HRTimeline
SageView Advisory Group, LLC4,502$1.3M0.06%-38813F-HRTimeline
Pandora Wealth, Inc.4,500$1.3M0.85%13F-HRTimeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK4,494$1.29M<0.01%-2,354,79613F-HRTimelineGroup
B.O.S.S. Retirement Advisors, LLC4,488$1.29M0.38%+5713F-HRTimeline
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC4,472$1.29M1.36%+19913F-HRTimeline
Gotham Asset Management, LLC4,466$1.29M0.01%-22513F-HRTimeline
LaSalle St. Investment Advisors, LLC4,441$1.28M0.3%+1,54913F-HRTimeline
CARRET ASSET MANAGEMENT, LLC4,433$1.28M0.14%+37513F-HRTimeline
Activest Wealth Management4,431$1.28M0.34%-113F-HRTimeline
Community Bank, N.A.4,425$1.27M0.17%+10013F-HRTimeline
AVIVA PLCin group AVIVA PLC4,416$1.27M<0.01%-2,88913F-HRTimelineGroup
ARS Investment Partners, LLC5,234$1.27M0.11%013F-HRTimeline
Savior LLC4,394$1.27M7.61%-34413F-HRTimeline
Quadcap Wealth Management, LLC4,372$1.26M0.18%-3613F-HRTimeline
Moloney Securities Asset Management, LLC4,370$1.26M0.17%-3,42913F-HRTimeline
MBA Advisors LLC4,348$1.25M0.62%-4413F-HRTimeline
LEE DANNER & BASS INC4,344$1.25M0.1%013F-HRTimeline
Morse Asset Management, Inc4,335$1.25M0.32%013F-HRTimeline
DIVERSIFIED TRUST CO4,328$1.25M0.03%+31913F-HRTimeline
RETIREMENT FINANCIAL SOLUTIONS, LLC4,326$1.25M0.49%-12713F-HR/ATimeline
Breed's Hill Capital LLC4,322$1.25M0.67%-14113F-HRTimeline
JAMISON PRIVATE WEALTH MANAGEMENT, INC.4,301$1.24M0.19%+2513F-HRTimeline
KELLEHER FINANCIAL ADVISORS4,297$1.24M0.49%+38013F-HRTimeline
EASTERN BANK4,292$1.24M0.02%+4713F-HRTimeline
Shearwater Capital LLC4,285$1.23M0.87%-17713F-HR/ATimeline
Pinnacle Wealth Planning Services, Inc.4,276$1.23M0.19%+27213F-HRTimeline
Summit Financial Wealth Advisors, LLC4,262$1.23M0.24%+14813F-HRTimeline
Telos Capital Management, Inc.4,247$1.22M0.13%-54113F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC4,241$1.22M0.12%+26613F-HRTimeline
Lion Street Advisors, LLC4,237$1.22M0.39%+2,13913F-HRTimeline
FAIRFIELD, BUSH & CO.4,231$1.22M0.77%-80013F-HRTimeline
Douglass Winthrop Advisors, LLC4,231$1.22M0.02%013F-HRTimeline
Ameraudi Asset Management, Inc.4,229$1.22M0.7%+14513F-HRTimeline
GFG Capital, LLC4,217$1.22M0.37%+32713F-HRTimeline
Cascade Financial Partners, LLC4,204$1.21M0.15%+1513F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC4,187$1.21M0.04%-8913F-HRTimeline
Northeast Financial Consultants Inc4,183$1.21M0.05%+70013F-HRTimeline