Stock ownership · SEC 13F · Q4 2025

SPDR GOLD SHARES ETF

Institutional ownership of SPDR GOLD SHARES ETF (CUSIP 78463V107) - who holds it, how concentrated it is, and what moved last quarter.

$21.0M
Reported value
22
Institutions
65%
Top-5 share

The verdict

SPDR GOLD SHARES ETF is a broadly held institutional position - 22 institutions report $21.0M in positions as of Q4 2025, with ownership concentrated among its largest holders.

22
institutions hold it
$21.0M
reported 13F value
65%
held by top 5
#169
of 216 by value

Based on long positions reported to the SEC as of Q4 2025; 13F omits shorts, options and non-US holdings.

How to read this page

This page summarizes how large institutional investment managers report holding this security in their quarterly SEC Form 13F-HR filings. A 13F filing is a mandatory disclosure that any manager with at least $100 million in qualifying US-listed equity assets must submit to the Securities and Exchange Commission within 45 days of the end of each calendar quarter. The figures here therefore describe long equity positions as of a specific reporting quarter, not live market quotes, and not a manager's complete book. 13F disclosures deliberately exclude short positions, cash, most derivatives, non-US listings, and small holdings, so the institutional ownership shown is a floor rather than a full picture. "Holders" counts the distinct managers reporting a position; "reported value" sums the market value those managers disclosed; and "top-5 concentration" measures how much of that reported value sits with the five largest holders. Use these numbers to understand institutional interest and how it shifts quarter over quarter, never as a recommendation to buy or sell. Every figure is rendered directly from the underlying filings and can be verified against the original documents on SEC EDGAR. This page is provided for informational purposes only and is not financial advice, consult a licensed financial advisor before making investment decisions.

Reported value

$21.0M

Institutional 13F value

Institutions

22

Reporting holders

Top-5 concentration

65%

Held by 5 largest

New buyers

19

Opened Q4 2025

Broadly held Concentrated ownership

Top-5 holder concentration

0%100%65%
Top-5 holder concentration
Share of reported value held by the 5 largest institutions · Q4 2025
Ownership breadth 87.0%

SPDR GOLD SHARES ETF is more widely held than about 87% of the broadly-held stocks we track (by number of reporting institutions), as of Q4 2025.

Largest institutional holders of SPDR GOLD SHARES ETF
  1. 1
  2. 2
  3. 3
  4. 4
  5. 5
  6. 6

Top 6 reported holders by value · Q4 2025

Institutional ownership over time

The number of institutions reporting a SPDR GOLD SHARES ETF position has risen from 10 to 22 over the last 8 quarters of 13F filings.

010203040 Q1'24Q2'24Q3'24Q4'24Q1'25Q2'25Q3'25Q4'25 22
Distinct 13F filers holding SPDR GOLD SHARES ETF, by quarter

Top Institutional Holders

# Institution Shares Value Share of reported
1 SSA SWISS ADVISORS AG 21,489 $8.5M 40.5%
2 Astoria Portfolio Advisors LLC. 3,083 $1.5M 7.1%
3 Westshore Wealth, LLC 3,530 $1.4M 6.7%
4 DiPaolo Financial Group, Inc. 3,018 $1.2M 5.7%
5 Alternative Investment Advisors, LLC. 2,514 $996K 4.7%
6 Diesslin Group, Inc. 2,359 $935K 4.4%
7 MidFirst Bank 2,290 $908K 4.3%
8 Oak Grove Capital LLC 2,250 $892K 4.2%
9 Barnes Wealth Management Group, Inc 1,831 $726K 3.5%
10 Tempo Wealth, LLC 1,729 $685K 3.3%
11 CHELSEA COUNSEL CO 1,600 $634K 3.0%
12 BDFS Capital LLC 1,433 $568K 2.7%
13 Anchor Investment Management, LLC 1,398 $554K 2.6%
14 Stone Wealth Partners 1,193 $473K 2.2%
15 TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 619 $245K 1.2%
16 OakTrust Wealth Advisors, LLC 586 $232K 1.1%
17 Ketron Financial 559 $222K 1.1%
18 TD Capital Management LLC 394 $156K 0.7%
19 Bell Investment Advisors, Inc 265 $105K 0.5%
20 Strategic Investment Solutions, Inc. /IL 136 $54K 0.3%
21 Compass Financial Services Inc 122 $48K 0.2%
22 SG Trading Solutions, LLC 11,045 $4K 0.0%

Latest Quarter Activity · Q4 2025

What the data says about SPDR GOLD SHARES ETF

A few large holders dominate this stock’s institutional float.

  • Track holder count and reported value quarter-over-quarter to read accumulation vs. distribution. Biggest movers
  • Compare against the most widely held stocks before reading any single position as a signal. Most-held stocks
  • Understand what 13F does and does not disclose. 13F limitations

Informational only, not investment advice. 13F is a 45-day-lagged snapshot of long US-equity positions; holdings may have changed.

Frequently Asked Questions

How many institutions hold SPDR GOLD SHARES ETF?
SPDR GOLD SHARES ETF is held by 22 institutional investors per the latest SEC Form 13F filings as of Q4 2025.
What is the total institutional value of SPDR GOLD SHARES ETF?
Institutions report $21.0M of SPDR GOLD SHARES ETF as of Q4 2025.
How concentrated is ownership of SPDR GOLD SHARES ETF?
The top five institutional holders account for 65% of the reported institutional value in SPDR GOLD SHARES ETF, making ownership concentrated among its largest holders.
Who is the largest institutional holder of SPDR GOLD SHARES ETF?
SSA SWISS ADVISORS AG is the largest reported holder of SPDR GOLD SHARES ETF with $8.5M across 21,489 shares as of Q4 2025.
Where does this SPDR GOLD SHARES ETF data come from?
Every figure is rendered live from SEC Form 13F-HR filings in the EDGAR system. 13F is a mandatory quarterly disclosure of long US-listed equity positions, filed within 45 days of each quarter-end.

Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.