Ticker: GLDM CUSIP: 98149E303 Class: Exchange Traded Fund
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| PAYDEN & RYGEL | 1,300,000 | $111 |
| Verde Servicos Internacionais S.A. | 366,337 | $31 |
| Forbes Financial Planning, Inc. | 50,379 | $4,302 |
| Kraft, Davis & Associates, LLC | 94,685 | $8,594 |
| Alliance Wealth Advisors, LLC /UT | 87,251 | $7,449 |
| Lloyd Advisory Services, LLC. | 23,040 | $1,967 |
| Advisor Resource Council | 15,344 | $1,411 |
| Saxony Capital Management, LLC | 10,576 | $903 |
| Caerus Investment Advisors, LLC | 16,969 | $1,449 |
| Nearwater Capital Markets, Ltd | 276,600 | $23,613 |
| FLP Wealth Management, LLC | 6,061 | $209 |
| AA Financial Advisors, LLC | 26,501 | $2,262 |
| MONEY CONCEPTS CAPITAL CORP | 79,945 | $6,825 |
| PRUDENTIAL FINANCIAL INC | 2,637,892 | $226,595 |
| JBR Co Financial Management Inc | 11,190 | $955 |
| Jacobi Capital Management LLC | 49,413 | $4,218 |
| Latitude Advisors, LLC | 7,582 | $647 |
| FRG Family Wealth Advisors LLC | 15,655 | $1,336 |
| Certified Advisory Corp | 24,211 | $2,067 |
| INVESTED ADVISORS | 2,371 | $202 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Peak Retirement Planning, Inc. | 7,852 | 178,128 | +170,276 (+2168.6%) |
| CONTINUUM WEALTH ADVISORS, LLC | 245,215 | 277,224 | +32,009 (+13.1%) |
| Evergreen Quality Fund GP, Ltd. | 2,212,715 | 2,587,215 | +374,500 (+16.9%) |
| Tidemark, LLC | 95,927 | 120,980 | +25,053 (+26.1%) |
| Mission Creek Capital Partners, Inc. | 368,794 | 386,065 | +17,271 (+4.7%) |
| EVOKE WEALTH, LLC | 7,251,662 | 7,374,785 | +123,123 (+1.7%) |
| SENTINEL PENSION ADVISORS INC | 386,642 | 398,731 | +12,089 (+3.1%) |
| SAGE PRIVATE WEALTH GROUP, LLC | 170,626 | 173,877 | +3,251 (+1.9%) |
| Quantum Financial Advisors, LLC | 100,325 | 166,254 | +65,929 (+65.7%) |
| Austin Wealth Management, LLC | 276,759 | 286,479 | +9,720 (+3.5%) |
| Financial Guidance Group, Inc. | 76,222 | 81,256 | +5,034 (+6.6%) |
| DeDora Capital, Inc. | 11,635 | 54,664 | +43,029 (+369.8%) |
| ENTREWEALTH, LLC | 64,811 | 67,258 | +2,447 (+3.8%) |
| OVERSEA-CHINESE BANKING Corp Ltd | 466,647 | 656,114 | +189,467 (+40.6%) |
| KPP Advisory Services LLC | 42,548 | 94,388 | +51,840 (+121.8%) |
| BRIGHT FINANCIAL ADVISORS, INC. | 82,834 | 84,788 | +1,954 (+2.4%) |
| New Perspectives, Inc | 157,803 | 159,511 | +1,708 (+1.1%) |
| Caitlin John, LLC | 19,579 | 27,107 | +7,528 (+38.4%) |
| Compass Wealth Management, LLC/GA | 61,779 | 66,022 | +4,243 (+6.9%) |
| FULTON BREAKEFIELD BROENNIMAN LLC | 3,643 | 126,126 | +122,483 (+3362.1%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| 3EDGE Asset Management, LP | 2,700,196 | 1,022,992 | -1,677,204 (-62.1%) |
| Hollow Brook Wealth Management LLC | 1,248,201 | 1,218,677 | -29,524 (-2.4%) |
| ABOUND FINANCIAL, LLC | 105,603 | 35,673 | -69,930 (-66.2%) |
| PALLADIEM, LLC | 106,820 | 75,597 | -31,223 (-29.2%) |
| Strategic Financial Services, Inc, | 1,397,914 | 921,392 | -476,522 (-34.1%) |
| PEAK FINANCIAL ADVISORS LLC | 249,333 | 200,788 | -48,545 (-19.5%) |
| Greenline Partners, LLC | 736,637 | 592,939 | -143,698 (-19.5%) |
| Evernest Financial Advisors, LLC | 358,715 | 319,431 | -39,284 (-11.0%) |
| American Investment Services, Inc. | 563,355 | 512,994 | -50,361 (-8.9%) |
| AIFG Consultants Ltd. | 114,374 | 109,299 | -5,075 (-4.4%) |
| MCMORGAN & CO LLC | 266,857 | 234,992 | -31,865 (-11.9%) |
| Cedar Point Capital Partners, LLC | 81,014 | 71,816 | -9,198 (-11.4%) |
| Team Financial Group, LLC | 86,033 | 75,012 | -11,021 (-12.8%) |
| Avid Wealth Partners LLC | 165,878 | 156,156 | -9,722 (-5.9%) |
| Coco Enterprises, LLC | 236,351 | 228,164 | -8,187 (-3.5%) |
| American National Bank of Texas | 45,688 | 39,707 | -5,981 (-13.1%) |
| Wallace Advisory Group, LLC | 35,750 | 15,993 | -19,757 (-55.3%) |
| Avos Capital Management, LLC | 110,641 | 100,966 | -9,675 (-8.7%) |
| NOTTINGHAM ADVISORS, INC. | 222,584 | 171,821 | -50,763 (-22.8%) |
| NDVR, Inc. | 62,736 | 56,736 | -6,000 (-9.6%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Mizuho Bank, Ltd. | 1,802,000 | $137,763 |
| CERTIOR FINANCIAL GROUP, LLC | 78,772 | $6,022 |
| PFG Private Wealth Management, LLC | 94,431 | $7,219 |
| Reyes Financial Architecture, Inc. | 60,141 | $4,598 |
| Sterling Investment Advisors, Ltd. | 136,425 | $10,430 |
| Alaska Permanent Fund Corp | 171,000 | $13,541 |
| Transce3nd, LLC | 1,915 | $103 |
| Vertex Planning Partners, LLC | 44,138 | $3,374 |
| EXCALIBUR MANAGEMENT CORP | 14,494 | $1,108 |
| Quadrature Capital Ltd | 329,436 | $25,182 |
| Comprehensive Money Management Services LLC | 4,135 | $316 |
| Blue Barn Wealth, LLC | 4,641 | $355 |
| Synergy Asset Management, LLC | 44,038 | $2,885 |
| OPPENHEIMER & CO INC | 111,989 | $8,562 |
| Blackston Financial Advisory Group, LLC | 2,753 | $210 |
| HORAN Wealth, LLC | 8,772 | $671 |
| SUMMIT WEALTH GROUP LLC / CO | 22,316 | $818 |
| Northwest Capital Management Inc | 1,022 | $78 |
| TWO SIGMA SECURITIES, LLC | 8,295 | $634 |
| Global Retirement Partners, LLC | 47,412 | $3,625 |