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

Institutional Holders (2014Q3)
Portfolio Summary: 53 Institutional holders with a total value of $129,571,336.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 LOEB PARTNERS CORP 175,226 20,363,000 15.72%
2 STALEY CAPITAL ADVISERS INC 112,573 13,082,000 10.10%
3 GOULD ASSET MANAGEMENT LLC /CA/ 102,440 11,905,000 9.19%
4 UNITED CAPITAL FINANCIAL ADVISORS, LLC 64,843 7,535,000 5.82%
5 S&CO INC 51,290 5,960,000 4.60%
6 BINGHAM OSBORN & SCARBOROUGH LLC 47,940 5,571,000 4.30%
7 Veritable, L.P. 46,580 5,413,000 4.18%
8 AVALON CAPITAL MANAGEMENT 46,280 5,378,000 4.15%
9 PATTEN & PATTEN INC/TN 37,552 4,364,000 3.37%
10 AUGUSTINE ASSET MANAGEMENT INC 35,595 4,136,000 3.19%
11 Geneva Advisors, LLC 35,335 4,106,000 3.17%
12 Narwhal Capital Management 33,095 3,846,000 2.97%
13 MENLO ADVISORS LLC 31,055 3,608,000 2.78%
14 WINDWARD CAPITAL MANAGEMENT CO /CA 30,389 3,532,000 2.73%
15 InterOcean Capital, LLC 28,004 3,254,000 2.51%
16 NORTH STAR ASSET MANAGEMENT INC 26,743 3,108,000 2.40%
17 ArchPoint Investors 18,573 2,158,000 1.67%
18 PARSONS CAPITAL MANAGEMENT INC/RI 13,316 1,547,000 1.19%
19 KCM INVESTMENT ADVISORS LLC 12,868 1,495,000 1.15%
20 FIRST FOUNDATION ADVISORS 11,622 1,351,000 1.04%
21 MCRAE CAPITAL MANAGEMENT INC 11,065 1,286,000 0.99%
22 M&R CAPITAL MANAGEMENT INC 10,825 1,258,000 0.97%
23 M. Kraus & Co 10,237 1,190,000 0.92%
24 Azimuth Capital Management LLC 10,135 1,178,000 0.91%
25 JAMES INVESTMENT RESEARCH, INC. 9,835 1,143,000 0.88%
26 GAMBLE JONES INVESTMENT COUNSEL 7,682 873,000 0.67%
27 SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 6,450 750,000 0.58%
28 Grey Owl Capital Management, LLC 6,381 742,000 0.57%
29 Narwhal Capital Management 6,000 697,000 0.54% Call
30 OARSMAN CAPITAL, INC. 4,955 576,000 0.44%
31 MURPHY CAPITAL MANAGEMENT INC 4,737 550,000 0.42%
32 W.G. Shaheen & Associates DBA Whitney & Co 4,700 546,000 0.42%
33 CATAWBA CAPITAL MANAGEMENT /VA 4,538 527,000 0.41%
34 Regis Management CO LLC 4,343 505,000 0.39%
35 SCHNIEDERS CAPITAL MANAGEMENT LLC 4,265 496,000 0.38%
36 Sandhill Capital Partners LLC 3,934 457,000 0.35%
37 CAPITAL MANAGEMENT ASSOCIATES /NY/ 3,900 453,000 0.35%
38 ROANOKE ASSET MANAGEMENT CORP/ NY 3,895 453,000 0.35%
39 BURNHAM ASSET MANAGEMENT CORP /NY/ 3,813 443,000 0.34%
40 Wellington Shields Capital Management, LLC 3,570 415,000 0.32%
41 BBR PARTNERS, LLC 3,250 378,000 0.29%
42 FARR MILLER & WASHINGTON LLC/DC 2,927 340,000 0.26%
43 Livingston Group Asset Management CO (operating as Southport Capital Management) 2,824 328,000 0.25%
44 Maple Capital Management, Inc. 2,775 322,000 0.25%
45 First City Capital Management, Inc. 2,550 296,336 0.23%
46 GRAYBILL WEALTH MANAGEMENT, LTD. 2,475 288,000 0.22%
47 CAMPBELL NEWMAN ASSET MANAGEMENT INC 2,250 261,000 0.20%
48 COLDSTREAM CAPITAL MANAGEMENT INC 2,219 258,000 0.20%
49 JMG Financial Group, Ltd. 2,146 249,000 0.19%
50 DOWLING & YAHNKE LLC 2,060 239,000 0.18%
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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.