Position in GOLD
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,220,795
+$200,319 QoQ
Shares Held
29,339
+15.2% QoQ
Ownership
0.101%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#74
of 220 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 83%
Shared 17%
None 0%
Common Shares in GOLD Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026MASSACHUSETTS FINANCIAL SERVICES CO /MA/ holds $4,901,890,860 across 13 Capital Markets names. GOLD ranks #12 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
9,212,711 | $1,925,825,104 | |
| 2 | SCHW |
Schwab Charles Corp
|
13,356,306 | $1,232,386,350 | |
| 3 | GS |
Goldman Sachs Group Inc
|
638,391 | $645,649,502 | |
| 4 | LPLA |
LPL Financial Holdings Inc.
|
1,458,759 | $410,903,232 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
3,150,026 | $315,884,605 | |
| 6 | XP |
XP Inc.
|
12,558,750 | $204,205,272 | |
| 7 | LCLN |
Lincoln International, Inc.
|
2,097,339 | $50,063,481 | |
| 8 | RIOT |
Riot Platforms, Inc.
|
1,373,660 | $37,610,810 |
All Filings in GOLD
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,220,795 | 29,339 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $1,020,476 | 25,461 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $890,032 | 26,139 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $698,541 | 27,002 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $559,512 | 25,226 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $632,118 | 24,916 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $698,261 | 25,484 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,158,979 | 26,245 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,178,138 | 36,396 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,079,490 | 35,174 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,066,403 | 35,253 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,066,614 | 36,366 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,413,508 | 37,759 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $1,339,153 | 38,648 | Shares | Sole | 2023-05-10 | |
| No filing history on record for this holder in this stock. | ||||||