Ticker: YGLD CUSIP: 82889N426 Class: GOLD STRATEGY PL
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Reyes Financial Architecture, Inc. | 21,762 | $907 |
| OLD MISSION CAPITAL LLC | 10,386 | $433 |
| JANE STREET GROUP, LLC | 6,280 | $262 |
| WFA of San Diego, LLC | 35 | $1 |
| SageView Advisory Group, LLC | 29 | $1 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Cambridge Advisors Inc. | 9,424 | 11,640 | +2,216 (+23.5%) |
| Luminist Capital LLC | 3,424 | 3,683 | +259 (+7.6%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Legacy Wealth Managment, LLC/ID | 97,836 | 72,011 | -25,825 (-26.4%) |
| Authentikos Wealth Advisory, LLC | 78,708 | 67,064 | -11,644 (-14.8%) |
| Park Edge Advisors, LLC | 40,485 | 37,379 | -3,106 (-7.7%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| PARTNERS WEALTH MANAGEMENT, LLC | 6,856 | $277 |
| Encompass More Asset Management | 12,290 | $497 |
| PRINCIPAL SECURITIES, INC. | 4,862 | $197 |