Position in GOLD
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$1,198,191
+$887,786 QoQ
Shares Held
29,895
+210.6% QoQ
Ownership
0.105%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in GOLD Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026PRINCIPAL FINANCIAL GROUP INC holds $2,399,181,934 across 30 Capital Markets names. GOLD ranks #26 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LPLA |
LPL Financial Holdings Inc.
|
2,636,544 | $793,151,530 | |
| 2 | MS |
Morgan Stanley
|
3,021,966 | $497,324,943 | |
| 3 | GS |
Goldman Sachs Group Inc
|
346,674 | $293,282,736 | |
| 4 | SCHW |
Schwab Charles Corp
|
2,851,720 | $268,004,644 | |
| 5 | SF |
Stifel Financial Corp
|
1,075,067 | $79,468,952 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
890,302 | $61,697,928 | |
| 7 | LAZ |
Lazard, Inc.
|
1,267,322 | $53,835,837 | |
| 8 | RIOT |
Riot Platforms, Inc.
|
2,957,456 | $36,554,155 |
All Filings in GOLD
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,198,191 | 29,895 | Shares | Defined | 2026-05-04 | |
| 2022-06-30 | $310,405 | 9,625 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $168,755 | 4,364 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $202,821 | 6,639 | Shares | Defined | 2022-02-09 | |
| No filing history on record for this holder in this stock. | ||||||