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SPDR GOLD TRUST
SPDR GOLD TRUST. Institutional holdings reported to the SEC.

Institutional Holders (2014Q1)
Portfolio Summary: 56 Institutional holders with a total value of $112,661,708.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 LOEB PARTNERS CORP 126,888 15,685,000 13.92%
2 STALEY CAPITAL ADVISERS INC 75,708 9,358,000 8.31%
3 S&CO INC 51,290 6,340,000 5.63%
4 PATTEN & PATTEN INC/TN 49,735 6,148,000 5.46%
5 Plante Moran Financial Advisors, LLC 49,648 6,137,000 5.45%
6 Veritable, L.P. 45,016 5,564,000 4.94%
7 BINGHAM OSBORN & SCARBOROUGH LLC 44,979 5,560,000 4.94%
8 CALDWELL & ORKIN INC 40,300 4,981,000 4.42%
9 AUGUSTINE ASSET MANAGEMENT INC 36,041 4,455,000 3.95%
10 MENLO ADVISORS LLC 33,208 4,104,000 3.64%
11 Narwhal Capital Management 33,055 4,086,000 3.63%
12 WINDWARD CAPITAL MANAGEMENT CO /CA 30,329 3,749,000 3.33%
13 NORTH STAR ASSET MANAGEMENT INC 29,097 3,597,000 3.19%
14 InterOcean Capital, LLC 25,162 3,110,000 2.76%
15 ArchPoint Investors 18,573 2,296,000 2.04%
16 Azimuth Capital Management LLC 13,900 1,718,000 1.52%
17 GOULD ASSET MANAGEMENT LLC /CA/ 13,667 1,689,000 1.50%
18 PARSONS CAPITAL MANAGEMENT INC/RI 12,999 1,607,000 1.43%
19 JAMES INVESTMENT RESEARCH, INC. 12,111 1,497,000 1.33%
20 M. Kraus & Co 11,640 1,439,000 1.28%
21 MCRAE CAPITAL MANAGEMENT INC 11,415 1,411,000 1.25%
22 M&R CAPITAL MANAGEMENT INC 11,325 1,400,000 1.24%
23 GAMBLE JONES INVESTMENT COUNSEL 10,033 1,240,000 1.10%
24 Grey Owl Capital Management, LLC 8,736 1,080,000 0.96%
25 SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 7,464 923,000 0.82%
26 MURPHY CAPITAL MANAGEMENT INC 7,117 879,000 0.78%
27 FIRST FOUNDATION ADVISORS 6,474 800,000 0.71%
28 KCM INVESTMENT ADVISORS LLC 6,346 784,000 0.70%
29 W.G. Shaheen & Associates DBA Whitney & Co 6,200 766,000 0.68%
30 Narwhal Capital Management 6,000 742,000 0.66% Call
31 Financial Sense Advisors, Inc. 5,313 656,000 0.58%
32 OARSMAN CAPITAL, INC. 5,170 639,000 0.57%
33 Carnegie Investment Counsel 4,604 569,000 0.51%
34 SCHNIEDERS CAPITAL MANAGEMENT LLC 4,494 556,000 0.49%
35 CATAWBA CAPITAL MANAGEMENT /VA 4,205 520,000 0.46%
36 FARR MILLER & WASHINGTON LLC/DC 4,042 500,000 0.44%
37 CAPITAL MANAGEMENT ASSOCIATES /NY/ 4,000 494,000 0.44%
38 ROANOKE ASSET MANAGEMENT CORP/ NY 3,995 494,000 0.44%
39 EFG Private Wealth Management (Americas) Corp. 3,888 481,000 0.43%
40 BURNHAM ASSET MANAGEMENT CORP /NY/ 3,813 471,000 0.42%
41 Sandhill Capital Partners LLC 3,721 460,000 0.41%
42 Wellington Shields Capital Management, LLC 3,720 460,000 0.41%
43 BBR PARTNERS, LLC 3,706 458,000 0.41%
44 GRAYBILL WEALTH MANAGEMENT, LTD. 2,475 306,000 0.27%
45 Maple Capital Management, Inc. 2,400 297,000 0.26%
46 CAMPBELL NEWMAN ASSET MANAGEMENT INC 2,250 278,000 0.25%
47 JMG Financial Group, Ltd. 2,146 265,000 0.24%
48 DOWLING & YAHNKE LLC 2,060 255,000 0.23%
49 COLDSTREAM CAPITAL MANAGEMENT INC 2,017 249,000 0.22%
50 Filament LLC 2,010 248,000 0.22%
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From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.