WORLD GOLD TR
SPDR GLD MINIS · ETP · CUSIP 98149E204
9
institutional holders
+2 vs Q3 2022
6.3m
shares reported held*
$227.4mreported value*
0 new
2 added
2 reduced
1 sold out
net sold ≈ $517.8k (-14.3k shares)
* 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 ≈ $36.19.
Trends to Q4 2022
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 7 |
| Q4 2022 | 9 |
Biggest buyers
| Sound Income Strategies, LLC | Added | +332 |
| FirstPurpose Wealth LLC | Added | +165 |
Biggest sellers
| McAdam, LLC | Sold out | -6.8k |
| RETIREMENT INCOME SOLUTIONS, INC | Reduced | -6.3k |
| Richard C. Young & CO., LTD. | Reduced | -1.7k |
Holders, Q4 2022
| Manager | Shares | Change |
|---|---|---|
| Cassaday & Co Wealth Management LLC 8.70% of their portfolio | 5.2m $188.4m | First filing |
| Richard C. Young & CO., LTD. 4.18% of their portfolio | 868.4k $31.4m | Reduced -1.7k |
| RETIREMENT INCOME SOLUTIONS, INC 1.71% of their portfolio | 148.4k $5.4m | Reduced -6.3k |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 0.14% of their portfolio | 51.4k $1.9m | Unchanged |
| FirstPurpose Wealth LLC 0.16% of their portfolio | 7.7k $278.3k | Added +165 |
| RFP Financial Group LLC 0.02% of their portfolio | 1.1k $39.4k | First filing |
| Sound Income Strategies, LLC 0.00% of their portfolio | 618 $22.4k | Added +332 |
| HBC Financial Services, PLLC 0.01% of their portfolio | 511 $18.0k | Unchanged |
| New England Capital Financial Advisors LLC 0.00% of their portfolio | 135 $5.2k | First filing |