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Business Summary
Filings
Ownership
Valuation
Ownership — AAAU
Institutional Holdings
Insider Transactions
US Institutional Ownership
36.2%
Institution
Shares
Value
Ownership %
Change
Filing Date
NEOS Investment Management LLC
2.73M
$108.0M
4.52%
+761.4K
2026-06-30
Wellspring Financial Advisors, LLC
2.23M
$88.0M
3.68%
+159.9K
2026-06-30
LPL Financial LLC
1.15M
$45.0M
1.90%
-32.0K
2026-06-30
Heirloom Wealth Management
1.01M
$39.0M
1.66%
+826.3K
2026-06-30
RAYMOND JAMES FINANCIAL INC
826.2K
$32.0M
1.37%
-48.8K
2026-06-30
OSAIC HOLDINGS, INC.
823.6K
$32.0M
1.36%
+151.7K
2026-06-30
Proficio Capital Partners LLC
759.6K
$30.0M
1.26%
-295.2K
2026-06-30
EXCHANGE TRADED CONCEPTS, LLC
529.4K
$20.0M
0.88%
-31.4K
2026-06-30
Mirae Asset Global Investments Co., Ltd.
511.6K
$20.0M
0.85%
--
2026-06-30
STIFEL FINANCIAL CORP
412.6K
$16.0M
0.68%
-909
2026-06-30
AUGUSTINE ASSET MANAGEMENT INC
380.3K
$15.0M
0.63%
-843
2026-06-30
COLTON GROOME FINANCIAL ADVISORS, LLC
310.6K
$12.0M
0.51%
+3.2K
2026-06-30
Sonoma Allocations LLC
308.9K
$12.0M
0.51%
-3.2K
2026-06-30
Kestra Advisory Services, LLC
282.3K
$11.0M
0.47%
-3.4K
2026-06-30
ALERUS FINANCIAL NA
281.5K
$11.0M
0.47%
-25.0K
2026-06-30
CLG LLC
276.5K
$10.0M
0.46%
+43.6K
2026-06-30
Cetera Investment Advisers
274.7K
$10.0M
0.45%
-25.8K
2026-06-30
Cambridge Investment Research Advisors, Inc.
264.9K
$10.0M
0.44%
-10.2K
2026-06-30
China Universal Asset Management Co., Ltd.
242.0K
$9.0M
0.40%
--
2026-06-30
GoalVest Advisory LLC
221.2K
$8.0M
0.37%
+18.8K
2026-06-30
AMERICAN NATIONAL BANK & TRUST
220.4K
$8.0M
0.36%
+154.8K
2026-06-30
JPMORGAN CHASE & CO
210.8K
$8.0M
0.35%
+105.3K
2026-06-30
ELEVATION POINT WEALTH PARTNERS, LLC
208.6K
$8.0M
0.35%
+208.3K
2026-06-30
Vestmark Advisory Solutions, Inc.
208.3K
$8.0M
0.34%
--
2026-06-30
OARSMAN CAPITAL, INC.
204.7K
$8.0M
0.34%
+13.0K
2026-06-30
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