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

According to SEC Form 13F-HR filings in this corpus, SPDR GOLD SHARES ETF ranks #323 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders. 22 institutions report $21.0M 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
#323
of 775 by value

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

According to SEC Form 13F-HR filings in this corpus, SPDR GOLD SHARES ETF ranks #323 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders.

How 13F ownership is computed · All tracked stocks · Concentration rankings

SEC Form 13F-HR ownership desk

CUSIP 78463V107 · Q4 2025 $21M reported

VALUE-MID · HOLDERS-NARROW · CONC-HEAVY · PHOTO-FINISH · ACTIVITY-HOT · BOOK-FULL

  • VALUE-MID #323/775
  • HOLDERS-NARROW 22 filers
  • CONC-HEAVY 65% top-5
  • PHOTO-FINISH CBRE GROUP
  • ACTIVITY-HOT 19 new
  • BOOK-FULL 8Q history

Photo-finish peer on reported value: CBRE GROUP INC

Read with: Ownership concentration guide - SPDR GOLD SHARES ETF's top-five holders account for 65% of reported value — read concentration before treating any single filer as a signal.

Reported-value neighbourhood · SPDR GOLD SHARES ETF

Nearest tracked securities by aggregate 13F reported value, not a full corpus reprint.

ISHARES TR · near$21MDOMINION ENERGY · near$21MSCHWAB US SMALL CAP… · near$21MSPDR GOLD SHARES ETF · this …$21MCBRE GROUP · near$21M
Aggregate reported institutional value ($)

SPDR GOLD SHARES ETF vs. the broadly-held institutional universe

Where this security's reporting-institution count sits among tracked 13F securities

22 Top 13% higher than 87% of 216 securities

Broadly-held tracked securities, banded by reporting-institution count

Each bar is a band; taller bars hold more securities. The dashed line + filled bar mark this entry. Hover or tap any bar for its full count and share, and where it sits relative to this entry.

Source SEC Form 13F-HR filings · Q4 2025

Largest institutional holders of SPDR GOLD SHARES ETF
  1. 1
    SSA SWISS ADVISORS AG $8.5M
  2. 2
    Astoria Portfolio Advisors LLC. $1.5M
  3. 3
    Westshore Wealth, LLC $1.4M
  4. 4
    DiPaolo Financial Group, Inc. $1.2M
  5. 5
    Alternative Investment Advisors, LLC. $996K
  6. 6
    Diesslin Group, Inc. $935K

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%

Investment Discretion

SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among SPDR GOLD SHARES ETF's reported holders for Q4 2025, by reported value:

Sole discretion (SOLE)
100.0%

Latest Quarter Activity · Q4 2025

New positions (19)

SSA SWISS ADVISORS AG $8.5M
Astoria Portfolio Advisors LLC. $1.5M
Westshore Wealth, LLC $1.4M
DiPaolo Financial Group, Inc. $1.2M
Alternative Investment Advisors, LLC. $996K
Diesslin Group, Inc. $935K

Complete exits (27)

Briaud Financial Planning, Inc exited
CIBC Private Wealth Group LLC exited
Blue Fin Capital, Inc. exited
GRAYBILL WEALTH MANAGEMENT, LTD. exited
TCM Advisors, LLC exited
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) exited

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.
Where does SPDR GOLD SHARES ETF sit among tracked securities?▼
According to SEC Form 13F-HR filings in this corpus, SPDR GOLD SHARES ETF ranks #323 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders. The ordinal is recomputed live among securities with ≥5 reporting holders. See /methodology/#corpus-placement.
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.

Nationwide stocks with similar institutional value or holder count

Two 13F-derived peer sets for SPDR GOLD SHARES ETF: nearest aggregate reported value and nearest institutional holder count, not catalog browse links.

Similar reported value

Nearest stocks by aggregate 13F reported value ($21.0M here).

CBRE GROUP INC $21.0M SCHWAB US SMALL CAP ETF $21.1M DOMINION ENERGY INC $21.1M ISHARES TR $21.2M

Similar holder count

Nearest stocks by number of disclosing 13F holders (22 here).

CATERPILLAR INC 22 CHEVRON CORP NEW 22 IBM CORP 22 PALANTIR TECHNOLOGIES INC 22

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.

PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.