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Business Summary
Filings
Ownership
Valuation
Ownership — AAAU
Institutional Holdings
Insider Transactions
US Institutional Ownership
32.3%
Institution
Shares
Value
Ownership %
Change
Filing Date
Wellspring Financial Advisors, LLC
2.07M
$95.0M
3.33%
+73.5K
2026-03-31
NEOS Investment Management LLC
1.97M
$91.0M
3.18%
+410.8K
2026-03-31
LPL Financial LLC
1.18M
$54.0M
1.91%
+188.9K
2026-03-31
Proficio Capital Partners LLC
1.05M
$48.0M
1.70%
+430.4K
2026-03-31
RAYMOND JAMES FINANCIAL INC
875.0K
$40.0M
1.41%
-34.8K
2026-03-31
OSAIC HOLDINGS, INC.
671.9K
$31.0M
1.08%
-26.4K
2026-03-31
Quadrature Capital Ltd
561.8K
$25.0M
0.91%
-17.4K
2026-03-31
EXCHANGE TRADED CONCEPTS, LLC
560.8K
$25.0M
0.90%
-186.5K
2026-03-31
Virtu Financial LLC
504.6K
$23.0M
0.81%
--
2026-03-31
STIFEL FINANCIAL CORP
413.5K
$19.0M
0.67%
+46.5K
2026-03-31
AUGUSTINE ASSET MANAGEMENT INC
381.1K
$17.0M
0.61%
-419
2026-03-31
Sonoma Allocations LLC
312.1K
$14.0M
0.50%
-7.4K
2026-03-31
COLTON GROOME FINANCIAL ADVISORS, LLC
307.4K
$14.0M
0.50%
+24.4K
2026-03-31
ALERUS FINANCIAL NA
306.5K
$14.0M
0.49%
--
2026-03-31
Cetera Investment Advisers
300.6K
$13.0M
0.48%
-100.8K
2026-03-31
GOLDMAN SACHS GROUP INC
288.1K
$13.0M
0.46%
+200.3K
2026-03-31
Kestra Advisory Services, LLC
285.7K
$13.0M
0.46%
+1.9K
2026-03-31
Cambridge Investment Research Advisors, Inc.
275.2K
$12.0M
0.44%
+22.5K
2026-03-31
CITADEL ADVISORS LLC
243.2K
$11.0M
0.39%
+66.6K
2026-03-31
China Universal Asset Management Co., Ltd.
242.0K
$11.0M
0.39%
+5.0K
2026-03-31
CLG LLC
233.0K
$10.0M
0.38%
-48.2K
2026-03-31
GoalVest Advisory LLC
202.4K
$9.0M
0.33%
-747
2026-03-31
OARSMAN CAPITAL, INC.
191.7K
$8.0M
0.31%
-2.4K
2026-03-31
COURAGE CAPITAL MANAGEMENT LLC
184.3K
$8.0M
0.30%
--
2026-03-31
Heirloom Wealth Management
178.7K
$8.0M
0.29%
+102.2K
2026-03-31
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