SPDR Gold MiniShares Trust Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| SUMITOMO MITSUI TRUST HOLDINGS, INC. | 10/27/2025 | 18.48 M | $1.41 B | 26.59% | 7.24% |
| MORGAN STANLEY | 11/14/2025 | 8.62 M | $658.88 M | 8.73% | 3.38% |
| BANK OF AMERICA CORP /DE/ | 02/03/2026 | 7.37 M | $563.23 M | 28.55% | 2.89% |
| EVOKE WEALTH, LLC | 11/14/2025 | 7.25 M | $554.39 M | 3.15% | 2.84% |
| EMPOWER ADVISORY GROUP, LLC | 11/14/2025 | 5.66 M | $432.35 M | 10.27% | 2.22% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 5.13 M | $392.04 M | 17.86% | 2.01% |
| ASSET MANAGEMENT ONE CO., LTD. | 10/22/2025 | 3.42 M | $261.30 M | -15.72% | 1.34% |
| CASSADAY & CO WEALTH MANAGEMENT LLC | 11/07/2025 | 3.41 M | $260.52 M | 0.04% | 1.34% |
| UBS GROUP AG | 11/13/2025 | 3.32 M | $253.49 M | 8.48% | 1.30% |
| LPL FINANCIAL LLC | 11/12/2025 | 3.02 M | $231.00 M | 13.92% | 1.18% |
| STATE STREET CORP | 11/14/2025 | 2.70 M | $206.63 M | 0.28% | 1.06% |
| 3EDGE ASSET MANAGEMENT, LP | 10/30/2025 | 2.70 M | $206.43 M | 22.09% | 1.06% |
| AMERIPRISE FINANCIAL INC | 11/14/2025 | 2.67 M | $203.92 M | 9.78% | 1.04% |
| PRINCIPAL FINANCIAL GROUP INC | 11/04/2025 | 2.54 M | $194.18 M | -20.05% | 1.00% |
| EVERGREEN QUALITY FUND GP, LTD. | 11/14/2025 | 2.21 M | $169.16 M | 45.54% | 0.87% |
| ADVISOR GROUP HOLDINGS, INC. | 11/14/2025 | 2.01 M | $147.32 M | 466.12% | 0.79% |
| STIFEL FINANCIAL CORP | 11/12/2025 | 1.84 M | $140.91 M | 5.25% | 0.72% |
| MIZUHO BANK, LTD. | 11/13/2025 | 1.80 M | $137.76 M | 100.00% | 0.71% |
| RESONA ASSET MANAGEMENT CO.,LTD. | 10/31/2025 | 1.74 M | $131.85 M | 34.27% | 0.68% |
| SUMITOMO MITSUI DS ASSET MANAGEMENT COMPANY, LTD | 10/24/2025 | 1.65 M | $126.35 M | 7.63% | 0.65% |
| JPMORGAN CHASE & CO | 11/26/2025 | 1.51 M | $115.80 M | 23.18% | 0.59% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 11/14/2025 | 1.45 M | $110.87 M | 7.88% | 0.57% |
| STRATEGIC FINANCIAL SERVICES, INC, | 11/14/2025 | 1.40 M | $106.87 M | 0.59% | 0.55% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/10/2025 | 1.39 M | $106.31 M | 3.10% | 0.54% |
| ROYAL BANK OF CANADA | 11/14/2025 | 1.34 M | $102.65 M | 24.35% | 0.53% |
| HIGHTOWER ADVISORS, LLC | 11/07/2025 | 1.32 M | $100.77 M | 5.41% | 0.52% |
| SEI INVESTMENTS CO | 11/13/2025 | 1.30 M | $99.38 M | 10.03% | 0.51% |
| HOLLOW BROOK WEALTH MANAGEMENT LLC | 11/14/2025 | 1.25 M | $95.43 M | 3.14% | 0.49% |
| CERITY PARTNERS LLC | 10/22/2025 | 1.20 M | $92.00 M | 12.85% | 0.47% |
| ENVESTNET ASSET MANAGEMENT INC | 11/05/2025 | 1.18 M | $89.96 M | 21.85% | 0.46% |
| BENJAMIN EDWARDS INC | 10/23/2025 | 1.13 M | $86.35 M | 3.67% | 0.44% |
| TOROSO INVESTMENTS, LLC | 11/14/2025 | 1.07 M | $82.12 M | 13.45% | 0.42% |
| COHEN & STEERS, INC. | 11/14/2025 | 1.01 M | $77.10 M | -4.63% | 0.40% |
| GRADIENT INVESTMENTS LLC | 10/06/2025 | 992.84 K | $75.90 M | 7.61% | 0.39% |
| PRIVATE ADVISOR GROUP, LLC | 11/13/2025 | 914.50 K | $69.91 M | -6.87% | 0.36% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 894.08 K | $68.35 M | 17.59% | 0.35% |
| GREAT VALLEY ADVISOR GROUP, INC. | 11/14/2025 | 889.71 K | $68.02 M | 4.95% | 0.35% |
| BANK OF NEW YORK MELLON CORP | 11/03/2025 | 820.78 K | $62.75 M | -18.13% | 0.32% |
| CWM, LLC | 10/15/2025 | 781.53 K | $59.75 M | 508.43% | 0.31% |
| US BANCORP \DE\ | 11/12/2025 | 737.53 K | $56.38 M | 23.83% | 0.29% |
| GREENLINE PARTNERS, LLC | 11/17/2025 | 736.64 K | $56.32 M | -16.55% | 0.29% |
| EQUITABLE HOLDINGS, INC. | 11/14/2025 | 735.36 K | $56.22 M | 14.27% | 0.29% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 11/14/2025 | 724.73 K | $55.41 M | 17.28% | 0.28% |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | 11/14/2025 | 720.60 K | $55.09 M | 1.92% | 0.28% |
| VAN ECK ASSOCIATES CORP | 11/13/2025 | 671.04 K | $51.30 M | 0.00% | 0.26% |
| PARCION PRIVATE WEALTH LLC | 10/14/2025 | 664.62 K | $50.81 M | 0.31% | 0.26% |
| NEPC LLC | 11/14/2025 | 614.87 K | $47.01 M | -11.22% | 0.24% |
| AMERICAN INVESTMENT SERVICES, INC. | 11/13/2025 | 563.36 K | $43.07 M | -2.21% | 0.22% |
| CRESSET ASSET MANAGEMENT, LLC | 01/22/2026 | 557.15 K | $42.59 M | 21.81% | 0.22% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 11/12/2025 | 555.44 K | $42.46 M | 17.95% | 0.22% |
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SPDR Gold MiniShares Trust institutional Ownership - FAQ's
During the previous two years, 674 institutional investors and hedge funds held shares of SPDR Gold MiniShares Trust. The most heavily invested institutionals were:
Cassaday & Co Wealth Management LLC: 3.38 M
PRINCIPAL FINANCIAL GROUP INC: 2.19 M
Sumitomo Mitsui DS Asset Management Company, Ltd: 1.54 M
BENJAMIN EDWARDS INC: 993,809
US BANCORP \DE\: 909,603
OVERSEA-CHINESE BANKING Corp Ltd: 656,114
59.68% of SPDR Gold MiniShares Trust stock is owned by institutional investors.
Institutional investors have bought a total of 115.20 M shares in the last 24 months. This purchase volume represents approximately $11.29 B in transactions.