Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in Goldman Sachs Physical Gold ETF include Prospera Financial Services Inc, Vivaldi Capital Management, LLC, NEOS Investment Management LLC, Spectrum Asset Management, Inc. (NB/CA), GoalVest Advisory LLC, NewEdge Wealth, LLC, KC Investment Advisors, LLC, Forefront Wealth Management Inc., Gentry Private Wealth, Llc, True North Advisors, LLC, Horst & Graben Wealth Management LLC, Primoris Wealth Advisors, Llc, Drive Wealth Management, Llc, Fragasso Group Inc., Kestra Private Wealth Services, Llc, Wealth Enhancement Advisory Services, Llc, Friday Financial, Buckingham Strategic Partners, Belvedere Trading LLC, and Aaron Wealth Advisors LLC .
This page shows changes in the ownership structure by listing institutions, funds, and major shareholders that have increased their holdings or opened new positions in the last reporting period. Green rows indicate new positions. Click the link icon to see the full transaction history.
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| File Date | Source | Investor | Type | Avg Price (Est) |
Shares | Δ Shares (%) |
Reported Value ($1000) |
Δ Value (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Stifel Financial Corp | 287,903 | 48.93 | 9,409 | 57.61 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 822 | 26.66 | 27 | 62.50 | ||||
| 2025-08-08 | 13F | IMA Wealth, Inc. | 382 | 12 | ||||||
| 2025-08-14 | 13F | Clg Llc | 87,962 | 7.07 | 2,875 | 13.33 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 208 | 7 | ||||||
| 2025-08-13 | 13F | Cerity Partners LLC | 113,484 | 0.31 | 3,709 | 6.16 | ||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 1 | 0 | ||||||
| 2025-08-15 | 13F | Fft Wealth Management Llc | 6,000 | 201 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 21,208 | 46.62 | 693 | 55.38 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 1 | 0 | ||||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 17,974 | 120.00 | 1 | |||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 5,861 | 10.09 | 193 | 17.07 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 43,417 | 453.51 | 1,419 | 485.95 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 770,515 | 9.89 | 25,180 | 16.30 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 2,308 | 113.31 | 75 | 127.27 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 7,377 | 7.07 | 241 | 13.68 | ||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 17,137 | 560 | ||||||
| 2025-07-23 | 13F | Spectrum Asset Management, Inc. (NB/CA) | 71,360 | 2,332 | ||||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 48,393 | 7.19 | 1,595 | 8.28 | ||||
| 2025-07-25 | 13F | Prostatis Group LLC | 23,157 | 19.16 | 757 | 26.00 | ||||
| 2025-07-17 | 13F | Forefront Wealth Management Inc. | 24,714 | 808 | ||||||
| 2025-07-14 | 13F | Friday Financial | 7,394 | 242 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 12,225 | 27.57 | 400 | 35.25 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 44,713 | 363.78 | 1,453 | 388.89 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 23,834 | 251.38 | 779 | 272.25 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 30,770 | 11.81 | 1 | |||||
| 2025-07-09 | 13F | Fragasso Group Inc. | 12,536 | 410 | ||||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 9,955 | 24.47 | 325 | 32.11 | ||||
| 2025-07-16 | 13F | Augustine Asset Management Inc | 384,920 | 2.58 | 12,579 | 8.57 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 5,055 | 363.34 | 165 | 400.00 | ||||
| 2025-07-09 | 13F | Aaron Wealth Advisors LLC | 6,700 | 219 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 3 | 200.00 | 0 | |||||
| 2025-07-29 | 13F | Horst & Graben Wealth Management LLC | 16,553 | 541 | ||||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 70,879 | 7.35 | 2 | 0.00 | ||||
| 2025-08-14 | 13F | Cantor Fitzgerald, L. P. | 6,400 | 209 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 8,864 | 9.61 | 290 | 16.06 | ||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 56,910 | 102.45 | 1,860 | 114.17 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 73,967 | 52.88 | 2,417 | 61.78 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 7,729 | 253 | ||||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 4,472 | 146 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 9,363 | 308 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 18,804 | 36.21 | 615 | 44.13 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 15,641 | 1 | ||||||
| 2025-07-28 | 13F | Copia Wealth Management | 182 | 49.18 | 6 | 66.67 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 29,219 | 955 | ||||||
| 2025-07-16 | 13F | True North Advisors, LLC | 20,020 | 654 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 10,593 | 346 | ||||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 4,519 | 0 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 676,500 | 3.51 | 22,108 | 9.54 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 4,135 | 135 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 26,660 | 23.43 | 871 | 30.78 | ||||
| 2025-08-01 | 13F | Oarsman Capital, Inc. | 182,412 | 6.06 | 5,961 | 12.26 | ||||
| 2025-07-16 | 13F | Cambridge Advisors Inc. | 89,462 | 0.23 | 2,924 | 6.06 | ||||
| 2025-09-04 | 13F | Beacon Capital Management, Inc. | 1,309 | 43 | ||||||
| 2025-07-17 | 13F | Sage Rhino Capital Llc | 24,282 | 142.82 | 794 | 157.47 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 7,394 | 242 | ||||||
| 2025-08-01 | 13F | Riverwater Partners LLC | 50,138 | 47.83 | 1,639 | 56.45 | ||||
| 2025-08-08 | 13F | Creative Planning | 56,784 | 16.75 | 1,856 | 23.58 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 6,435 | 210 | ||||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 150 | 5 | ||||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 920,490 | 30,082 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 11,214 | 0.21 | 366 | 6.09 | ||||
| 2025-08-28 | 13F | China Universal Asset Management Co., Ltd. | 232,000 | 23.40 | 7,582 | 30.59 | ||||
| 2025-07-23 | 13F | Gentry Private Wealth, Llc | 23,948 | 783 | ||||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 7,033 | 2.93 | 230 | 8.53 | ||||
| 2025-07-29 | 13F | Primoris Wealth Advisors, Llc | 16,025 | 524 | ||||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 74,869 | 28.86 | 2,447 | 36.34 | ||||
| 2025-08-14 | 13F | Vivaldi Capital Management, LLC | 138,607 | 4,530 | ||||||
| 2025-08-14 | 13F | Group One Trading, L.p. | 1,564 | 51 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 336,327 | 1.23 | 11 | 0.00 | ||||
| 2025-08-13 | 13F | NEOS Investment Management LLC | 104,666 | 3,420 | ||||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 600,138 | 128.47 | 19,613 | 141.80 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 90,344 | 44.18 | 2,952 | 52.64 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 316 | 10 | ||||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 20 | 1 | ||||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 43,407 | 0.52 | 1,419 | 6.38 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 99,079 | 1,134.78 | 3,238 | 1,210.53 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 69,875 | 4.37 | 2,284 | 10.45 | ||||
| 2025-08-15 | 13F | Nikulski Financial, Inc. | 76,467 | 2.60 | 2,499 | 8.56 | ||||
| 2025-07-24 | 13F | KC Investment Advisors, LLC | 38,428 | 1,256 | ||||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 45,149 | 1,516 | ||||||
| 2025-04-28 | NP | MPAY - Akros Monthly Payout ETF | 552 | 16 | ||||||
| 2025-08-01 | 13F | Belvedere Trading LLC | 7,323 | 239 | ||||||
| 2025-08-01 | 13F | GoalVest Advisory LLC | 67,620 | 2,210 | ||||||
| 2025-08-01 | 13F | Belvedere Trading LLC | Call | 1,100 | 36 | |||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 1,575 | 600.00 | 51 | 750.00 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 113,861 | 3.62 | 3,721 | 30.57 | ||||
| 2025-08-06 | 13F | Texas Yale Capital Corp. | 15,869 | 1.18 | 519 | 7.02 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 53,953 | 3.89 | 2 | 0.00 | ||||
| 2025-07-18 | 13F | Vigilare Wealth Management | 8,157 | 0.70 | 267 | 6.40 | ||||
| 2025-07-22 | 13F | Marks Group Wealth Management, Inc | 114,140 | 10.93 | 3,730 | 17.41 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 199,057 | 6,505 | ||||||
| 2025-07-16 | 13F | Colton Groome Financial Advisors, Llc | 251,923 | 4.97 | 8,233 | 5.35 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 10,140 | 6,571.05 | 331 | 6,520.00 | ||||
| 2025-07-31 | 13F | Strait & Sound Wealth Management LLC | 17,738 | 41.46 | 580 | 49.61 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 5,555 | 515.17 | 182 | 570.37 | ||||
| 2025-07-09 | 13F | Harbor Capital Advisors, Inc. | 5,772 | 24.83 | 0 | |||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 10,970 | 358 | ||||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 11,899 | 0.88 | 389 | 6.59 | ||||
| 2025-07-30 | 13F | Drive Wealth Management, Llc | 16,000 | 523 | ||||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 458,600 | 29.69 | 14,987 | 39.22 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 919 | 0 |
