CUSIP 97717Y568EFFICIENT GLD PLGDEQ4 2025
Aggregate 13F value by quarter
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61 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Mainstay Capital Management LLC /Adv | 1.96M | $120.89M | +810.0K | Added |
| 2 | Alpine Bank Wealth Management | 662.8K | $40.84M | −116.1K | Reduced |
| 3 | Focus Partners Wealth | 218.3K | $13.45M | 0 | Held |
| 4 | Stapp Wealth Management, Pllc | 136.9K | $8.44M |
| −1.5K |
| Reduced |
| 5 | Wealthcare Advisory Partners LLC | 135.7K | $8.36M | −19.4K | Reduced |
| 6 | Mcgrath & Associates, Inc. | 114.2K | $7.04M | +3.3K | Added |
| 7 | Magnolia Private Wealth, LLC | 106.6K | $6.57M | −8.6K | Reduced |
| 8 | Triton Wealth Management, Pllc | 72.1K | $5.00M | +57.4K | Added |
| 9 | Sanctuary Advisors, LLC | 72.1K | $4.44M | +45.6K | Added |
| 10 | Atria Investments, Inc | 59.7K | $3.68M | +34.7K | Added |
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