DaveManuel.com · Institutional Ownership · Who Owns It
GOLDMAN SACHS PHYSICAL GOLD (AAAU)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
247
Reporting holders
$896.8M
Reported value
36.9%
Of shares outstanding
0.4%
Calls
0.1%
Puts
-4
Holder change
Institutions report 22,534,322 shares against 61,055,722 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| NEOS Investment Management LLC | $108.2M | 2,734,560 | 0.40% | 5q | +38.6%+$30.1M |
| Wellspring Financial Advisors, LLC | $88.1M | 2,225,662 | 5.80% | 8q | +7.7%+$6.3M |
| LPL Financial LLC | $45.5M | 1,151,110 | 0.01% | 23q | -2.7%-$1.3M |
| Heirloom Wealth Management | $39.8M | 1,005,004 | 5.76% | 3q | +462.2%+$32.7M |
| RAYMOND JAMES FINANCIAL INC | $32.7M | 826,242 | 0.01% | 7q | -5.6%-$1.9M |
| OSAIC HOLDINGS, INC. | $32.6M | 823,586 | 0.04% | 23q | +22.6%+$6.0M |
| Proficio Capital Partners LLC | $30.1M | 759,580 | 1.08% | 23q | -28.0%-$11.7M |
| Cambridge Investment Research Advisors, Inc. | $21.0M | 529,496 | 0.02% | 22q | +92.4%+$10.1M |
| EXCHANGE TRADED CONCEPTS, LLC | $20.9M | 529,428 | 0.10% | 7q | -5.6%-$1.2M |
| Mirae Asset Global Investments Co., Ltd. | $20.2M | 511,600 | 0.03% | 20q | -19.6%-$4.9M |
| STIFEL FINANCIAL CORP | $16.3M | 412,635 | 0.01% | 14q | HELD |
| ROYAL BANK OF CANADA | $15.6M | 393,243 | 0.00% | 23q | -7.4%-$1.2M |
| AUGUSTINE ASSET MANAGEMENT INC | $15.0M | 380,296 | 3.05% | 16q | HELD |
| Sonoma Allocations LLC | $12.4M | 308,858 | 3.86% | 4q | -1.0%-$129.3K |
| COLTON GROOME FINANCIAL ADVISORS, LLC | $12.3M | 310,579 | 2.97% | 6q | +1.0%+$127.3K |
| Kestra Advisory Services, LLC | $11.2M | 282,294 | 0.04% | 19q | -1.2%-$133.1K |
| ALERUS FINANCIAL NA | $11.1M | 281,513 | 0.49% | 11q | -8.2%-$989.2K |
| CLG LLC | $10.9M | 276,529 | 2.40% | 3q | +18.7%+$1.7M |
| Cetera Investment Advisers | $10.9M | 274,731 | 0.01% | 12q | -8.6%-$1.0M |
| China Universal Asset Management Co., Ltd. | $9.6M | 242,000 | 0.57% | 12q | HELD |
| GoalVest Advisory LLC | $8.8M | 221,219 | 1.62% | 5q | +9.3%+$745.7K |
| AMERICAN NATIONAL BANK & TRUST | $8.7M | 220,351 | 0.74% | 8q | +236.1%+$6.1M |
| JPMORGAN CHASE & CO | $8.3M | 210,759 | 0.00% | 8q | +123.7%+$4.6M |
| ELEVATION POINT WEALTH PARTNERS, LLC | $8.3M | 208,601 | 0.15% | new | NEW |
| Vestmark Advisory Solutions, Inc. | $8.2M | 208,281 | 0.08% | new | NEW |
| OARSMAN CAPITAL, INC. | $8.1M | 204,694 | 0.86% | 9q | +6.8%+$514.0K |
| Prospera Financial Services Inc | $7.8M | 198,011 | 0.11% | 5q | +20.1%+$1.3M |
| GOLDMAN SACHS GROUP INC | $7.6M | 193,300 | 0.00% | 3q | -32.9%-$3.8M |
| COURAGE CAPITAL MANAGEMENT LLC | $7.3M | 184,254 | 10.83% | 22q | HELD |
| COMMONWEALTH EQUITY SERVICES, LLC | $7.2M | 182,319 | 0.01% | 23q | -14.2%-$1.2M |
| Fortis Group Advisors, LLC | $7.2M | 181,273 | 1.15% | 6q | +74.5%+$3.1M |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | $7.0M | 177,988 | 0.39% | 13q | +3.3%+$223.5K |
| Marks Group Wealth Management, Inc | $6.8M | 170,635 | 0.59% | 15q | HELD |
| World Investment Advisors | $6.4M | 139,349 | 0.11% | 7q | HELD |
| Winch Advisory Services, LLC | $5.7M | 145,113 | 1.19% | 10q | HELD |
| Rockport Wealth LLC | $5.6M | 141,928 | 0.94% | new | NEW |
| HighTower Advisors, LLC | $5.6M | 141,012 | 0.01% | 19q | -13.4%-$866.2K |
| JANE STREET GROUP, LLC | $5.2M incl. $565.9K options CALL | 117,007 | 0.00% | new | NEW |
| Jump Financial, LLC | $5.0M | 127,111 | 0.04% | 2q | +81.5%+$2.3M |
| Nikulski Financial, Inc. | $4.9M | 123,390 | 1.05% | 7q | +2.5%+$118.9K |
| Procyon Advisors, LLC | $4.8M | 122,006 | 0.21% | 3q | -8.7%-$460.8K |
| Geneos Wealth Management Inc. | $4.8M | 120,387 | 0.10% | 23q | -2.1%-$103.8K |
| Optimus Capital Advisors, LLC | $4.4M | 110,408 | 2.35% | 3q | -3.5%-$158.1K |
| MGO ONE SEVEN LLC | $4.3M | 109,855 | 0.07% | 9q | -8.2%-$386.6K |
| Summit Financial, LLC | $4.3M | 109,376 | 0.05% | 4q | -2.1%-$91.0K |
| Stratos Wealth Partners, LTD. | $4.3M | 108,666 | 0.04% | 2q | -26.7%-$1.6M |
| CITADEL ADVISORS LLC | $4.2M incl. $1.0M options CALL+PUT | 80,015 | 0.00% | 10q | -50.3%-$4.2M |
| Pinion Investment Advisors, LLC | $4.1M | 103,766 | 0.78% | 5q | +3.1%+$125.1K |
| Cerity Partners LLC | $4.0M | 100,810 | 0.00% | 8q | -10.9%-$488.5K |
| Cambridge Advisors Inc. | $3.6M | 92,025 | 0.63% | 13q | +2.7%+$96.1K |
| WealthTrak Capital Management LLC | $3.4M | 86,992 | 2.26% | 7q | +3.9%+$130.1K |
| OneDigital Investment Advisors LLC | $3.3M | 83,075 | 0.03% | 9q | +11.9%+$349.8K |
| Riverwater Partners LLC | $3.3M | 82,626 | 0.97% | 19q | +15.3%+$432.7K |
| Mutual Advisors, LLC | $3.1M | 78,870 | 0.06% | 23q | +2.7%+$82.7K |
| Virtu Financial LLC | $3.0M | 75,509 | 0.09% | 2q | -85.0%-$17.0M |
| GENTRY PRIVATE WEALTH, LLC | $2.9M | 72,947 | 1.49% | 5q | +11.2%+$289.9K |
| Tandem Financial, LLC | $2.8M | 71,050 | 0.85% | 2q | -40.4%-$1.9M |
| NewEdge Advisors, LLC | $2.8M | 69,747 | 0.01% | 4q | +14.0%+$337.9K |
| MOULTON WEALTH MANAGEMENT, INC | $2.7M | 68,483 | 1.81% | 2q | -8.8%-$265.3K |
| Capital Asset Advisory Services LLC | $2.7M | 69,211 | 0.10% | 21q | +2.5%+$65.8K |
| AXXCESS WEALTH MANAGEMENT, LLC | $2.7M | 69,211 | 0.04% | new | NEW |
| Arkadios Wealth Advisors | $2.5M | 63,964 | 0.04% | new | NEW |
| ENVESTNET ASSET MANAGEMENT INC | $2.5M | 63,325 | 0.00% | 22q | -14.0%-$406.5K |
| Essex Financial Services, Inc. | $2.5M | 63,138 | 0.12% | 9q | HELD |
| Farther Finance Advisors, LLC | $2.4M | 61,777 | 0.02% | 6q | -41.2%-$1.7M |
| Paladin Advisory Group, LLC | $2.4M | 61,747 | 1.62% | 19q | +2.2%+$51.4K |
| Foundations Investment Advisors, LLC | $2.4M | 59,860 | 0.02% | 18q | -21.3%-$640.3K |
| Equitable Holdings, Inc. | $2.3M | 59,205 | 0.01% | 6q | +35.7%+$616.7K |
| Mariner, LLC | $2.3M | 59,197 | 0.00% | 6q | -4.7%-$116.3K |
| Global Retirement Partners, LLC | $2.3M | 57,761 | 0.03% | 16q | -47.8%-$2.1M |
| MML INVESTORS SERVICES, LLC | $2.0M | 51,589 | 0.00% | 12q | +46.5%+$647.6K |
| Creative Planning | $2.0M | 49,586 | 0.00% | 15q | -10.7%-$234.5K |
| IMC-Chicago, LLC | $1.9M CALL+PUT | options only | 0.00% | 3q | OPTIONS |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $1.9M | 47,257 | 0.02% | 5q | +2.2%+$41.0K |
| BOOTHBAY FUND MANAGEMENT, LLC | $1.8M | 46,700 | 0.02% | 8q | +36.2%+$490.7K |
| Private Advisor Group, LLC | $1.7M | 43,317 | 0.01% | 7q | +15.6%+$231.3K |
| RENAISSANCE TECHNOLOGIES LLC | $1.6M | 41,100 | 0.00% | 11q | -41.3%-$1.1M |
| AQR CAPITAL MANAGEMENT LLC | $1.6M | 40,098 | 0.00% | 2q | +541.6%+$1.3M |
| Apollon Wealth Management, LLC | $1.5M | 38,981 | 0.02% | 19q | HELD |
| Rockefeller Capital Management L.P. | $1.5M | 38,701 | 0.00% | 13q | -38.4%-$954.9K |
| OPTIMA CAPITAL LLC | $1.5M | 38,564 | 0.60% | 7q | -16.7%-$305.0K |
| Sowell Financial Services LLC | $1.5M | 38,077 | 0.05% | 2q | -0.5%-$7.7K |
| RETIREMENT GUYS FORMULA LLC | $1.5M | 37,757 | 0.56% | 11q | -19.3%-$356.7K |
| SAGESPRING WEALTH PARTNERS, LLC | $1.5M | 36,989 | 0.02% | 4q | +206.7%+$986.4K |
| Advisory Services Network, LLC | $1.5M | 36,875 | 0.02% | 9q | +16.6%+$208.0K |
| Generation Capital Management LLC | $1.4M | 36,445 | 0.88% | 4q | -1.4%-$19.8K |
| TUDOR INVESTMENT CORP ET AL | $1.4M | 36,444 | 0.00% | 3q | -12.7%-$210.0K |
| Guidance Point Advisors, LLC | $1.4M | 35,693 | 0.30% | 6q | +18.5%+$220.5K |
| Walser Wealth Management Company, A Ltd Liability Co | $1.4M | 34,892 | 0.57% | 3q | -3.8%-$55.2K |
| NORTHBRIDGE FINANCIAL GROUP, LLC | $1.4M | 34,345 | 0.52% | 2q | +41.3%+$397.2K |
| WESPAC Advisors, LLC | $1.3M | 33,597 | 0.65% | 4q | -35.2%-$722.7K |
| Regal Investment Advisors LLC | $1.3M | 31,647 | 0.07% | 21q | +0.7%+$9.1K |
| Waverly Advisors, LLC | $1.2M | 31,441 | 0.01% | 2q | -1.2%-$15.5K |
| Exit Wealth Advisors, LLC. | $1.2M | 31,334 | 0.56% | 4q | HELD |
| Corient Private Wealth LP | $1.2M | 30,260 | 0.00% | 4q | +42.9%+$359.3K |
| MATAURO, LLC | $1.2M | 30,156 | 0.16% | 7q | +8.0%+$87.9K |
| VISTA INVESTMENT PARTNERS II, LLC | $1.2M | 29,829 | 0.46% | 4q | -11.8%-$158.2K |
| Janney Montgomery Scott LLC | $1.2M | 29,702 | 0.00% | 15q | -8.0%-$102.5K |
| MORGAN STANLEY | $1.1M | 28,970 | 0.00% | 23q | -4.7%-$56.5K |
| TCFG Investment Advisors, LLC | $1.1M | 28,395 | 0.38% | 2q | +277.3%+$825.8K |
Showing the largest 100 of 247 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 80 | $230.7M | 5,631,905 | 10 | 29 | 17 | 0.0% |
| Q2 2026 | 247 | $896.8M | 22,534,322 | 28 | 77 | 82 | 0.4% |
| Q1 2026 | 251 | $1.0B | 21,613,863 | 43 | 66 | 80 | 0.6% |
| Q4 2025 | 231 | $821.0M | 19,185,651 | 41 | 75 | 60 | 0.3% |
| Q3 2025 | 208 | $699.5M | 18,296,628 | 38 | 68 | 52 | 0.2% |
| Q2 2025 | 187 | $542.2M | 16,570,389 | 43 | 58 | 53 | 0.2% |
| Q1 2025 | 162 | $469.3M | 15,151,847 | 37 | 54 | 34 | 0.5% |
| Q4 2024 | 146 | $321.7M | 12,392,159 | 27 | 38 | 36 | 0.0% |
| Q3 2024 | 123 | $301.8M | 11,433,610 | 31 | 36 | 28 | 0.0% |
| Q2 2024 | 104 | $264.3M | 11,474,490 | 19 | 32 | 31 | 0.0% |
| Q1 2024 | 100 | $275.5M | 12,419,930 | 14 | 26 | 31 | 0.0% |
| Q4 2023 | 100 | $244.7M | 11,990,668 | 19 | 32 | 26 | 0.0% |
| Q3 2023 | 81 | $184.2M | 10,052,986 | 10 | 27 | 23 | 0.0% |
| Q2 2023 | 89 | $241.5M | 12,685,481 | 21 | 34 | 16 | 0.0% |
| Q1 2023 | 79 | $150.9M | 7,716,325 | 22 | 19 | 19 | 0.0% |
| Q4 2022 | 64 | $122.9M | 6,903,585 | 15 | 19 | 16 | 1.4% |
| Q3 2022 | 60 | $112.3M | 6,822,072 | 11 | 17 | 20 | 1.4% |
| Q2 2022 | 62 | $261.4M | 17,931,765 | 6 | 20 | 20 | 0.6% |
| Q1 2022 | 63 | $316.5M | 16,461,983 | 17 | 19 | 12 | 0.0% |
| Q4 2021 | 47 | $109.3M | 5,940,162 | 11 | 17 | 11 | 1.2% |
| Q3 2021 | 36 | $198.7M | 11,380,407 | 5 | 12 | 11 | 0.0% |
| Q2 2021 | 38 | $187.9M | 10,668,589 | 8 | 11 | 10 | 0.0% |
| Q1 2021 | 35 | $174.6M | 10,260,319 | 9 | 10 | 6 | 0.0% |
| Q4 2020 | 37 | $190.8M | 10,108,982 | 32 | 0 | 1 | 0.0% |
| Q3 2020 | 36 | $89.2M | 4,741,556 | 13 | 13 | 4 | 0.0% |
| Q2 2020 | 27 | $59.2M | 3,331,550 | 16 | 6 | 2 | 0.0% |
| Q1 2020 | 13 | $37.6M | 2,407,846 | 4 | 4 | 1 | 0.0% |
| Q4 2019 | 11 | $24.6M | 1,622,331 | 4 | 4 | 2 | 0.0% |
| Q3 2019 | 12 | $25.2M | 1,712,869 | 8 | 2 | 0 | 0.0% |
| Q2 2019 | 5 | $15.1M | 1,071,760 | 1 | 1 | 2 | 0.0% |
| Q1 2019 | 4 | $13.3M | 1,027,589 | 3 | 1 | 0 | 0.0% |
| Q4 2018 | 1 | $1.7M | 129,450 | 0 | 0 | 0 | 0.0% |