AAAU Institutional Ownership
Goldman Sachs Physical Gold ETF
1W: -1.4%
1M: -1.6%
3M: +0.4%
YTD: -6.4%
1Y: -1.2%
3Y: +104.1%
5Y: +127.3%
$39.80
-0.21 (-0.54%)
Weekly Expected Move ±3.0%
$37
$38
$39
$41
$42
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — AAAU
275
Institutional Holders
+5 vs prior quarter
0.0%
Ownership
+0.00pp
881M
Total Invested
31
New Positions
80
Increased
118
Reduced
30
Closed
0.67
Put/Call Ratio
Ownership Trends
Top Institutional Holders (298 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | NEOS Investment Management LLC | 2,734,560 | 109M | +761,400 | +38.6% | 5Q | SEC ↗ |
| 2 | Wellspring Financial Advisors, LLC | 2,225,662 | 89M | +159,898 | +7.7% | 8Q | SEC ↗ |
| 3 | LPL Financial LLC | 1,151,110 | 46M | -32,048 | -2.7% | 23Q | SEC ↗ |
| 4 | Heirloom Wealth Management | 1,005,004 | 40M | +826,256 | +462.2% | 3Q | SEC ↗ |
| 5 | RAYMOND JAMES FINANCIAL INC | 826,242 | 33M | -48,801 | -5.6% | 7Q | SEC ↗ |
| 6 | OSAIC HOLDINGS, INC. | 823,586 | 33M | +151,665 | +22.6% | 23Q | SEC ↗ |
| 7 | Proficio Capital Partners LLC | 759,580 | 30M | -295,177 | -28.0% | 23Q | SEC ↗ |
| 8 | EXCHANGE TRADED CONCEPTS, LLC | 529,428 | 21M | -31,414 | -5.6% | 7Q | SEC ↗ |
| 9 | Mirae Asset Global Investments Co., Lt | 511,600 | 20M | -125,000 | -19.6% | 20Q | SEC ↗ |
| 10 | STIFEL FINANCIAL CORP | 412,635 | 17M | -909 | -0.2% | 14Q | SEC ↗ |
| 11 | ROYAL BANK OF CANADA | 393,243 | 16M | -31,309 | -7.4% | 23Q | SEC ↗ |
| 12 | AUGUSTINE ASSET MANAGEMENT INC | 380,296 | 15M | -843 | -0.2% | 16Q | SEC ↗ |
| 13 | COLTON GROOME FINANCIAL ADVISORS, LLC | 310,579 | 12M | +3,218 | +1.0% | 6Q | SEC ↗ |
| 14 | Sonoma Allocations LLC | 308,858 | 12M | -3,218 | -1.0% | 4Q | SEC ↗ |
| 15 | Kestra Advisory Services, LLC | 282,294 | 11M | -3,364 | -1.2% | 19Q | SEC ↗ |
| 16 | ALERUS FINANCIAL NA | 281,513 | 11M | -25,000 | -8.2% | 11Q | SEC ↗ |
| 17 | CLG LLC | 276,529 | 11M | +43,572 | +18.7% | 3Q | SEC ↗ |
| 18 | Cetera Investment Advisers | 274,731 | 11M | -25,841 | -8.6% | 12Q | SEC ↗ |
| 19 | Cambridge Investment Research Advisors | 264,561 | 11M | -10,621 | -3.9% | 22Q | SEC ↗ |
| 20 | China Universal Asset Management Co., | 242,000 | 10M | — | +0.0% | 12Q | SEC ↗ |
| 21 | GoalVest Advisory LLC | 221,219 | 9M | +18,844 | +9.3% | 5Q | SEC ↗ |
| 22 | AMERICAN NATIONAL BANK & TRUST | 220,351 | 9M | +154,793 | +236.1% | 8Q | SEC ↗ |
| 23 | JPMORGAN CHASE & CO | 210,759 | 8M | +116,555 | +123.7% | 8Q | SEC ↗ |
| 24 | ELEVATION POINT WEALTH PARTNERS, LLC NEW | 208,601 | 8M | — | +0.0% | 1Q | SEC ↗ |
| 25 | Vestmark Advisory Solutions, Inc. NEW | 208,281 | 8M | — | +0.0% | 1Q | SEC ↗ |
| 26 | OARSMAN CAPITAL, INC. | 204,694 | 8M | +12,990 | +6.8% | 9Q | SEC ↗ |
| 27 | Prospera Financial Services Inc | 198,011 | 8M | +33,142 | +20.1% | 5Q | SEC ↗ |
| 28 | GOLDMAN SACHS GROUP INC | 193,300 | 8M | -94,771 | -32.9% | 3Q | SEC ↗ |
| 29 | COURAGE CAPITAL MANAGEMENT LLC | 184,254 | 7M | — | +0.0% | 22Q | SEC ↗ |
| 30 | COMMONWEALTH EQUITY SERVICES, LLC | 182,319 | 7M | -30,211 | -14.2% | 23Q | SEC ↗ |
| 31 | Fortis Group Advisors, LLC | 181,273 | 7M | +77,408 | +74.5% | 6Q | SEC ↗ |
| 32 | OSBORNE PARTNERS CAPITAL MANAGEMENT, L | 177,988 | 7M | +5,648 | +3.3% | 13Q | SEC ↗ |
| 33 | Marks Group Wealth Management, Inc | 170,635 | 7M | -761 | -0.4% | 15Q | SEC ↗ |
| 34 | Winch Advisory Services, LLC | 145,113 | 6M | +651 | +0.5% | 10Q | SEC ↗ |
| 35 | Rockport Wealth LLC NEW | 141,928 | 6M | — | +0.0% | 1Q | SEC ↗ |
| 36 | HighTower Advisors, LLC | 141,012 | 6M | -21,889 | -13.4% | 19Q | SEC ↗ |
| 37 | World Investment Advisors | 139,349 | 6M | — | +0.0% | 7Q | SEC ↗ |
| 38 | Jump Financial, LLC | 127,111 | 5M | +57,059 | +81.5% | 2Q | SEC ↗ |
| 39 | Nikulski Financial, Inc. | 123,390 | 5M | +3,005 | +2.5% | 7Q | SEC ↗ |
| 40 | Procyon Advisors, LLC | 122,006 | 5M | -11,645 | -8.7% | 3Q | SEC ↗ |
| 41 | Geneos Wealth Management Inc. | 120,387 | 5M | -2,623 | -2.1% | 23Q | SEC ↗ |
| 42 | JANE STREET GROUP, LLC NEW | 117,007 | 5M | — | +0.0% | 1Q | SEC ↗ |
| 43 | Optimus Capital Advisors, LLC | 110,408 | 4M | -3,995 | -3.5% | 3Q | SEC ↗ |
| 44 | MGO ONE SEVEN LLC | 109,855 | 4M | -9,771 | -8.2% | 9Q | SEC ↗ |
| 45 | Summit Financial, LLC | 109,376 | 4M | -2,300 | -2.1% | 4Q | SEC ↗ |
| 46 | Stratos Wealth Partners, LTD. | 108,666 | 4M | -39,645 | -26.7% | 2Q | SEC ↗ |
| 47 | Pinion Investment Advisors, LLC | 103,766 | 4M | +3,162 | +3.1% | 5Q | SEC ↗ |
| 48 | Cerity Partners LLC | 100,810 | 4M | -12,346 | -10.9% | 8Q | SEC ↗ |
| 49 | Cambridge Advisors Inc. | 92,025 | 4M | +2,429 | +2.7% | 13Q | SEC ↗ |
| 50 | WealthTrak Capital Management LLC | 86,992 | 3M | +3,288 | +3.9% | 7Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| ELEVATION POINT WEALTH PARTNERS, LL | 208,601 | 8M |
| Vestmark Advisory Solutions, Inc. | 208,281 | 8M |
| Rockport Wealth LLC | 141,928 | 6M |
| JANE STREET GROUP, LLC | 117,007 | 5M |
| AXXCESS WEALTH MANAGEMENT, LLC | 69,211 | 3M |
| Arkadios Wealth Advisors | 63,964 | 3M |
| Global Retirement Partners, LLC | 57,761 | 2M |
| BARCLAYS PLC | 25,300 | 1M |
| WMG Financial Advisors, LLC | 19,700 | 788K |
| Pathstone Holdings, LLC | 17,849 | 714K |
| Evelyn Partners Group Ltd | 15,740 | 630K |
| INSIGNEO ADVISORY SERVICES, LLC | 12,500 | 500K |
| MANNING & NAPIER ADVISORS LLC | 11,554 | 462K |
| FRANKLIN RESOURCES INC | 10,483 | 420K |
| MONECO ADVISORS, LLC | 9,625 | 385K |
| Ball & Co Wealth Management Inc. | 8,429 | 337K |
| Vise Technologies, Inc. | 7,691 | 308K |
| TCFG WEALTH MANAGEMENT, LLC | 7,525 | 301K |
| Investor's Fiduciary Advisor Networ | 6,915 | 277K |
| UNIQUE WEALTH, LLC | 6,470 | 259K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| J. Stern & Co. LLP | 902,486 | 36M |
| Quadrature Capital Ltd | 561,793 | 22M |
| Spectrum Asset Management, Inc. (NB | 77,204 | 3M |
| IMC-Chicago, LLC | 69,256 | 3M |
| CAPSTONE WEALTH MANAGEMENT GROUP, L | 69,044 | 3M |
| NewEdge Wealth, LLC | 44,998 | 2M |
| Encompass More Asset Management | 41,492 | 2M |
| Headlands Technologies LLC | 29,032 | 1M |
| Magnus Financial Group LLC | 28,995 | 1M |
| Prosperity Financial Group, Inc. | 24,589 | 984K |
| Fragasso Financial Advisors Inc | 11,644 | 466K |
| SIMPLEX TRADING, LLC | 8,000 | 320K |
| SCOTIA CAPITAL INC. | 7,998 | 320K |
| Modern Wealth Management, LLC | 7,900 | 316K |
| Belvedere Trading LLC | 7,780 | 311K |
| PRINCIPAL SECURITIES, INC. | 7,741 | 310K |
| Brookwood Investment Group LLC | 7,562 | 303K |
| Orion Porfolio Solutions, LLC | 7,538 | 302K |
| XTX Topco Ltd | 7,094 | 284K |
| FLORIDA FINANCIAL ADVISORS, LLC | 6,951 | 278K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Heirloom Wealth Management | +826,256 | +462.2% | 1,005,004 |
| NEOS Investment Management LLC | +761,400 | +38.6% | 2,734,560 |
| Wellspring Financial Advisors, LLC | +159,898 | +7.7% | 2,225,662 |
| AMERICAN NATIONAL BANK & TRUST | +154,793 | +236.1% | 220,351 |
| OSAIC HOLDINGS, INC. | +151,665 | +22.6% | 823,586 |
| JPMORGAN CHASE & CO | +116,555 | +123.7% | 210,759 |
| Fortis Group Advisors, LLC | +77,408 | +74.5% | 181,273 |
| Jump Financial, LLC | +57,059 | +81.5% | 127,111 |
| CLG LLC | +43,572 | +18.7% | 276,529 |
| AQR CAPITAL MANAGEMENT LLC | +33,848 | +541.6% | 40,098 |
| Prospera Financial Services Inc | +33,142 | +20.1% | 198,011 |
| SAGESPRING WEALTH PARTNERS, LLC | +24,928 | +206.7% | 36,989 |
| TCFG Investment Advisors, LLC | +20,870 | +277.3% | 28,395 |
| GoalVest Advisory LLC | +18,844 | +9.3% | 221,219 |
| MML INVESTORS SERVICES, LLC | +16,367 | +46.5% | 51,589 |
| Equitable Holdings, Inc. | +15,584 | +35.7% | 59,205 |
| OARSMAN CAPITAL, INC. | +12,990 | +6.8% | 204,694 |
| BOOTHBAY FUND MANAGEMENT, LLC | +12,400 | +36.2% | 46,700 |
| Riverwater Partners LLC | +10,936 | +15.3% | 82,626 |
| NORTHBRIDGE FINANCIAL GROUP, LLC | +10,038 | +41.3% | 34,345 |