Vault-13

WORLD GOLD TR

SPDR GLD MINIS · ETP · CUSIP 98149E204

7 institutional holders
1,091,3121.1m shares reported held*
$36.0mreported value*

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $32.98.

Holders, Q3 2022

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Richard C. Young & CO., LTD. 4.39% of their portfolio NEWPORT, RI 870,117870.1k $28.7m $28.7m 4.39% —
2 RETIREMENT INCOME SOLUTIONS, INC 1.83% of their portfolio ANN ARBOR, MI 154,640154.6k $5.1m $5.1m 1.83% —
3 CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 0.14% of their portfolio BOSTON, MA 51,39651.4k $1.7m $1.7m 0.14% —
4 FirstPurpose Wealth LLC 0.16% of their portfolio OREM, UT 7,5257.5k $248.0k $248.0k 0.16% —
5 McAdam, LLC 0.02% of their portfolio Philadelphia, PA 6,8376.8k $225.0k $225.0k 0.02% —
6 HBC Financial Services, PLLC 0.01% of their portfolio SEATTLE, WA 511511 $16.0k $16.0k 0.01% —
7 Sound Income Strategies, LLC 0.00% of their portfolio FT LAUDERDALE, FL 286286 $9.0k $9.0k 0.00% —