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AAAU · Holdings ETF

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$41.09 +0.28 (+0.69%)
Volume · Oct 6 748.22K Avg daily vol (3M) 1.38M

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Some SEC filings for this period have not finished importing. Holder totals and changes may be incomplete; these filings remain queued for recovery.
Holders: 3
Total Value: $9,427,393
Total Shares: 230,161

Institutional Ownership Trend

27 quarters

Holder Concentration

Across 3 13F filers · Δ vs Jun 30, 2026
Top Holder
99.5%
Dec 2023 → Sep 2026 · range 9.5% – 99.5%
+87.2 pts
Top 5
100.0%
Dec 2023 → Sep 2026 · range 29.7% – 100.0%
+64.4 pts
Top 10
100.0%
Dec 2023 → Sep 2026 · range 46.4% – 100.0%
+50.8 pts
HHI
9,900
Dec 2023 → Sep 2026 · range 312 – 9,900
Highly concentrated+9,513

Quarterly Activity

vs Jun 30, 2026
New
2
Increased
1
Decreased
0
Sold Out
243
Unchanged
0
Holder count: -241
Institutional value: -98.9%
Shares held: -99.0%

Top Buyers

vs Jun 30, 2026
Institution Added Now Holds Open
GoalVest Advisory LLC +7,787 229,006

Top Sellers

vs Jun 30, 2026
No qualifying movers this quarter.

Top New Positions

vs Jun 30, 2026
Institution Acquired Value (USD) Open
Polaris Financial Partners 830 $33,996
TOMPKINS FINANCIAL CORP 325 $13,312

Top Sold-Out Positions

vs Jun 30, 2026
Institution Previously Held Last Value (USD) Open
NEOS Investment Management LLC 2,734,560 $108,206,539
Wellspring Financial Advisors, LLC 2,225,662 $88,069,445
LPL Financial LLC 1,151,110 $45,549,422
Heirloom Wealth Management 1,005,004 $39,768,008
RAYMOND JAMES FINANCIAL INC 826,242 $32,694,395
Filter: New 2 Increased 1 Reduced 0 Sold out 243 Unchanged 0
Showing 3 of 3
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
GoalVest Advisory LLC $9,380,085 99.50% 229,006
Polaris Financial Partners $33,996 0.36% 830
TOMPKINS FINANCIAL CORP $13,312 0.14% 325