SEC 13F Intelligence

SPDR Gold Mini ETF

CUSIP 98149E204

Spdr Gold Mini Etf has 2 institutional holders in Filings Flow’s 13F database, together reporting 781.2K shares worth $72M as of Q1 2026. The largest reported holders are Richard C. Young & Co., Ltd., Lam Group, Inc., and Sound Income Strategies, LLC.

Institutional Holders
2
Q1 2026
Reported Value
$72M
Ticker
unmapped
private placement or foreign
Quarters Tracked
9

Ownership Trend

Institutional holders
Q4 ’18: 38Q4 ’18Q1 ’19: 51Q2 ’19: 59Q2 ’19Q3 ’19: 83Q2 ’21: 222Q2 ’21Q4 ’21: 237Q4 ’22: 9Q4 ’22Q4 ’25: 2Q1 ’26: 2Q1 ’26filingsflow.com
Total reported value
Q4 ’18: $152MQ4 ’18Q1 ’19: $395MQ2 ’19: $413MQ2 ’19Q3 ’19: $5.8BQ2 ’21: $9.2BQ2 ’21Q4 ’21: $14.8BQ4 ’22: $227MQ4 ’22Q4 ’25: $68MQ1 ’26: $72MQ1 ’26filingsflow.com

Holders

Mixed quarters
Export to Excel
Manager% of PortfolioValueSharesQuarter
LAM GROUP, INC.$182M AUM7.10%$13M139.4KQ1 2026
Richard C. Young & CO., LTD.$1.2B AUM4.93%$59M641.9KQ1 2026
Sound Income Strategies, LLC$2.1B AUM0.00%$41,605635Q2 2025OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.