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

Institutional Holders (2015Q1)
Portfolio Summary: 50 Institutional holders with a total value of $129,797,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 LOEB PARTNERS CORP 174,238 19,804,000 15.26%
2 Curi Capital, LLC 162,751 18,498,000 14.25%
3 STALEY CAPITAL ADVISERS INC 114,716 13,039,000 10.05%
4 ASPIRIANT HOLDINGS S3, LLC 55,275 6,283,000 4.84%
5 JAMES INVESTMENT RESEARCH, INC. 52,539 5,971,000 4.60%
6 S&CO INC 51,290 5,830,000 4.49%
7 BINGHAM OSBORN & SCARBOROUGH LLC 47,392 5,387,000 4.15%
8 Veritable, L.P. 36,897 4,194,000 3.23%
9 Narwhal Capital Management 35,215 4,003,000 3.08%
10 MENLO ADVISORS LLC 30,872 3,508,000 2.70%
11 GOULD ASSET MANAGEMENT LLC /CA/ 30,810 3,502,000 2.70%
12 AUGUSTINE ASSET MANAGEMENT INC 28,983 3,344,000 2.58%
13 PATTEN & PATTEN INC/TN 29,110 3,309,000 2.55%
14 Geneva Advisors, LLC 27,873 3,168,000 2.44%
15 WINDWARD CAPITAL MANAGEMENT CO /CA 25,924 2,947,000 2.27%
16 NORTH STAR ASSET MANAGEMENT INC 24,802 2,819,000 2.17%
17 ArchPoint Investors 23,708 2,695,000 2.08%
18 Colonial Trust Advisors 20,653 2,347,000 1.81%
19 InterOcean Capital, LLC 16,151 1,836,000 1.41%
20 AVALON CAPITAL MANAGEMENT 13,475 1,532,000 1.18%
21 BBR PARTNERS, LLC 13,250 1,506,000 1.16%
22 MCRAE CAPITAL MANAGEMENT INC 9,715 1,104,000 0.85%
23 M. Kraus & Co 8,232 936,000 0.72%
24 KCM INVESTMENT ADVISORS LLC 7,808 887,000 0.68%
25 GAMBLE JONES INVESTMENT COUNSEL 7,677 873,000 0.67%
26 Azimuth Capital Management LLC 6,415 729,000 0.56%
27 M&R CAPITAL MANAGEMENT INC 6,330 719,000 0.55%
28 FIRST FOUNDATION ADVISORS 5,974 679,000 0.52%
29 CONDOR CAPITAL MANAGEMENT 5,660 643,000 0.50%
30 OARSMAN CAPITAL, INC. 4,845 551,000 0.42%
31 SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 4,550 517,000 0.40%
32 CATAWBA CAPITAL MANAGEMENT /VA 4,450 506,000 0.39%
33 SCHNIEDERS CAPITAL MANAGEMENT LLC 4,240 482,000 0.37%
34 Sandhill Capital Partners LLC 4,019 457,000 0.35%
35 ROANOKE ASSET MANAGEMENT CORP/ NY 3,994 454,000 0.35%
36 MURPHY CAPITAL MANAGEMENT INC 3,897 442,000 0.34%
37 CAPITAL MANAGEMENT ASSOCIATES /NY/ 3,800 432,000 0.33%
38 W.G. Shaheen & Associates DBA Whitney & Co 3,700 421,000 0.32%
39 Barry Investment Advisors, LLC 3,606 410,000 0.32%
40 BURNHAM ASSET MANAGEMENT CORP /NY/ 3,513 399,000 0.31%
41 Wellington Shields Capital Management, LLC 2,920 332,000 0.26%
42 FARR MILLER & WASHINGTON LLC/DC 2,842 323,000 0.25%
43 SignalPoint Asset Management, LLC 2,818 320,000 0.25%
44 Maple Capital Management, Inc. 2,775 315,000 0.24%
45 GRAYBILL WEALTH MANAGEMENT, LTD. 2,625 298,000 0.23%
46 Karp Capital Management Corp 2,425 276,000 0.21%
47 Crossvault Capital Management LLC 1,967 224,000 0.17%
48 DOWLING & YAHNKE LLC 1,962 223,000 0.17%
49 Lafayette Investments, Inc. 1,772 201,000 0.15%
50 QCI ASSET MANAGEMENT INC/NY 1,075 122,000 0.09%

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.