Institutional Value
$708479.9B
Total reported holdings
2026 data Public-data reference. official source
SPDR GOLD SHARES ETF
Open-data reference.
CUSIP: 78463V107 · 136 institutional holders
What the 13F Data Shows for SPDR GOLD SHARES ETF
SPDR GOLD SHARES ETF (CUSIP: 78463V107) appears in the SEC Form 13F filings of 136 institutional investment managers as of the 2025-12-31 quarter. Together these institutions report holding 2,827,406 shares with an aggregate market value of $708479.9B. 13F filings are quarterly disclosures that managers with at least $100 million in qualifying U.S. equity assets must file with the SEC within 45 days of each quarter end, so the holdings shown here are a snapshot of positions as of 2025-12-31 — not live or current holdings.
Looking at concentration, the top five institutional holders of SPDR GOLD SHARES ETF control 41% of the reported institutional shares, which makes ownership moderately concentrated — meaningful but not dominant influence from the largest holders. In the most recent quarter, 19 institutions initiated brand-new positions, 1 increased existing holdings, 0 trimmed their positions, and 27 exited entirely. Each of these actions is drawn directly from a line in a specific 13F filing that can be verified through SEC EDGAR.
Not investment advice. Every figure on this page is sourced from public SEC Form 13F filings and reflects positions as of the reporting quarter — institutional holdings can change significantly between filing dates, and 13F disclosures omit short positions, cash, non-U.S. holdings, and most derivatives. Nothing here is a recommendation to buy, sell, or hold any security. Verify current figures directly on SEC EDGAR and consult a licensed financial professional before making investment decisions based on institutional ownership data.
$708479.9B
Total Institutional Value
136
Institutional Holders
41%
Top-5 Concentration
19
New Buyers This Q
Ownership Concentration Gauge
How concentrated is institutional ownership of SPDR GOLD SHARES ETF? A higher percentage means fewer institutions control more of the stock.
Expense ratio for SPDR GOLD SHARES ETF — Green ≤ 0.20% (Low Cost), Yellow 0.20–0.75% (Average), Orange 0.75–1.50% (Above Avg), Red ≥ 1.50% (High Cost). Source: SEC EDGAR fund prospectus filings.
Concentration Score
41%
Top-5 holder share
New Buyers
19
Latest quarter activity
Institutional Concentration 41.0%
41% of institutional shares held by top 5
Top 5 institutional holders of SPDR GOLD SHARES ETF — share of total reported institutional value
Top Institutional Holders
| # | Institution | Shares | Value | Ownership % |
|---|---|---|---|---|
| 1 | SSA SWISS ADVISORS AG | 21,489 | $8516.3B | 1.2% |
| 2 | Astoria Portfolio Advisors LLC. | 3,083 | $1483.8B | 0.2% |
| 3 | Westshore Wealth, LLC | 3,530 | $1399.0B | 0.2% |
| 4 | DiPaolo Financial Group, Inc. | 3,018 | $1196.1B | 0.2% |
| 5 | Alternative Investment Advisors, LLC. | 2,514 | $996324.0M | 0.1% |
| 6 | Diesslin Group, Inc. | 2,359 | $934895.0M | 0.1% |
| 7 | MidFirst Bank | 2,290 | $907550.0M | 0.1% |
| 8 | Oak Grove Capital LLC | 2,250 | $891698.0M | 0.1% |
| 9 | Barnes Wealth Management Group, Inc | 1,831 | $725645.0M | 0.1% |
| 10 | Tempo Wealth, LLC | 1,729 | $685140.0M | 0.1% |
| 11 | CHELSEA COUNSEL CO | 1,600 | $634096.0M | 0.1% |
| 12 | BDFS Capital LLC | 1,433 | $567912.0M | 0.1% |
| 13 | Anchor Investment Management, LLC | 1,398 | $554041.0M | 0.1% |
| 14 | Stone Wealth Partners | 1,193 | $472798.0M | 0.1% |
| 15 | TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 619 | $245316.0M | 0.0% |
| 16 | OakTrust Wealth Advisors, LLC | 586 | $232238.0M | 0.0% |
| 17 | Ketron Financial | 559 | $221537.0M | 0.0% |
| 18 | TD Capital Management LLC | 394 | $156146.0M | 0.0% |
| 19 | Bell Investment Advisors, Inc | 265 | $105023.0M | 0.0% |
| 20 | Strategic Investment Solutions, Inc. /IL | 136 | $53898.0M | 0.0% |
| 21 | Compass Financial Services Inc | 122 | $48350.0M | 0.0% |
| 22 | SG Trading Solutions, LLC | 11,045 | $4377.0M | 0.0% |
Latest Quarter Activity
New Buyers (19)
SSA SWISS ADVISORS AG $8516.3B
Astoria Portfolio Advisors LLC. $1483.8B
Westshore Wealth, LLC $1399.0B
DiPaolo Financial Group, Inc. $1196.1B
Alternative Investment Advisors, LLC. $996324.0M
Complete Exits (27)
Not Investment Advice: Institutional ownership data from SEC Form 13F filings is historical (reported ~45 days after quarter end). Holdings may have changed significantly. Not investment advice.
Frequently Asked Questions
How many institutional investors hold SPDR GOLD SHARES ETF? ▼
SPDR GOLD SHARES ETF is held by 136 institutional investors according to the latest SEC Form 13F filings. Institutional holders include hedge funds, mutual funds, pension funds, and other large investment managers required to disclose their U.S. equity holdings quarterly.
What is the total institutional ownership value of SPDR GOLD SHARES ETF? ▼
The total reported institutional ownership value of SPDR GOLD SHARES ETF is $708479.9B. This figure reflects the aggregate market value of all shares held by 13F-filing institutions as of their most recent quarterly report to the SEC.
How concentrated is institutional ownership of SPDR GOLD SHARES ETF? ▼
The top 5 institutional holders control 41% of all institutional shares in SPDR GOLD SHARES ETF, making ownership moderately concentrated. Broader distribution generally indicates diverse institutional interest across many fund types.
What recent institutional activity has occurred in SPDR GOLD SHARES ETF? ▼
In the latest quarter, 19 institutions initiated new positions, 27 completely exited, 1 increased their holdings. These changes are reported in SEC Form 13F filings, which are filed within 45 days of quarter end. Note that positions may have changed since the filing date.
Where does SPDR GOLD SHARES ETF institutional ownership data come from? ▼
All institutional ownership data for SPDR GOLD SHARES ETF comes from SEC Form 13F filings, which are mandatory quarterly reports filed by institutional investment managers with at least $100 million in qualifying assets. These filings are public records available through the SEC EDGAR database.
Who is the largest institutional holder of SPDR GOLD SHARES ETF? ▼
The largest institutional holder of SPDR GOLD SHARES ETF is SSA SWISS ADVISORS AG with $8516.3B in reported holdings (21,489 shares). This is based on the most recent 13F filing and positions may have changed since the report date.
Learn More About Institutional Ownership
Explore PlainFundData
Related Financial Data
Data sourced from SEC Form 13F filings via the EDGAR database. Filings reflect positions held as of quarter end and are reported within 45 days.
Related
Data sourced from official public datasets. See our methodology for details. Retrieved and formatted by PlainFundData Editorial
Disclaimer: This information is provided for informational purposes only and does not constitute professional advice. Data is sourced from SEC Form 13F filings via EDGAR. Consult a qualified professional before making decisions based on this data.
Read our methodology — how this data is sourced, computed, and verified.
Source: U.S. Securities and Exchange Commission (SEC) — EDGAR Form 13F-HR institutional holdings filings · 2024 Q4 13F filings disclose long positions of institutional managers with $100M+ AUM, filed quarterly within 45 days of period end. Short positions and certain hedging instruments not disclosed.