8/1/2025 | Teacher Retirement System of Texas | 51,661 | $831K | 0.0% | -5.2% | 0.043% | |
8/1/2025 | Y Intercept Hong Kong Ltd | 328,041 | $5.28M | 0.1% | +262.3% | 0.272% | |
8/1/2025 | Envestnet Asset Management Inc. | 13,786 | $222K | 0.0% | +6.0% | 0.011% | |
7/31/2025 | Sumitomo Mitsui Trust Group Inc. | 24,600 | $396K | 0.0% | N/A | 0.020% | |
7/31/2025 | Caitong International Asset Management Co. Ltd | 5,114 | $82K | 0.1% | +2,256.7% | 0.004% | |
7/31/2025 | R Squared Ltd | 10,647 | $171K | 0.1% | N/A | 0.009% | |
7/30/2025 | FNY Investment Advisers LLC | 130,400 | $2.10M | 0.9% | -12.6% | 0.108% | |
7/29/2025 | Arista Wealth Management LLC | 29,100 | $468K | 0.1% | N/A | 0.024% | |
7/29/2025 | Commons Capital LLC | 20,000 | $322K | 0.2% | N/A | 0.017% | |
7/28/2025 | Allianz Asset Management GmbH | 1,546,383 | $24.88M | 0.0% | +10.8% | 1.284% | |
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7/28/2025 | Essex LLC | 15,107 | $243K | 0.0% | N/A | 0.013% | |
7/28/2025 | Bayforest Capital Ltd | 23,537 | $379K | 0.2% | +56.8% | 0.020% | |
7/28/2025 | TD Asset Management Inc | 13,900 | $224K | 0.0% | +31.1% | 0.012% | |
7/25/2025 | Total Clarity Wealth Management Inc. | 10,830 | $174K | 0.0% | N/A | 0.009% | |
7/24/2025 | U S Global Investors Inc. | 24,475 | $394K | 0.0% | +49.4% | 0.020% | |
7/24/2025 | Inspire Investing LLC | 47,730 | $768K | 0.1% | N/A | 0.040% | |
7/24/2025 | Blue Trust Inc. | 6,122 | $99K | 0.0% | -12.8% | 0.005% | |
7/23/2025 | Kingswood Wealth Advisors LLC | 21,248 | $342K | 0.0% | N/A | 0.018% | |
7/23/2025 | KLP Kapitalforvaltning AS | 23,500 | $378K | 0.0% | -15.5% | 0.020% | |
7/22/2025 | Autumn Glory Partners LLC | 35,500 | $571K | 0.3% | +6.0% | 0.029% | |
7/22/2025 | Chung Wu Investment Group LLC | 10,700 | $172K | 0.2% | N/A | 0.009% | |
7/22/2025 | Valeo Financial Advisors LLC | 12,840 | $207K | 0.0% | -16.3% | 0.011% | |
7/18/2025 | PFG Investments LLC | 43,530 | $700K | 0.0% | -4.3% | 0.036% | |
7/18/2025 | Truist Financial Corp | 12,663 | $204K | 0.0% | -13.0% | 0.011% | |
7/17/2025 | Janney Montgomery Scott LLC | 10,295 | $166K | 0.0% | -80.8% | 0.009% | |
7/15/2025 | Public Employees Retirement System of Ohio | 94,300 | $1.52M | 0.0% | +19.7% | 0.078% | |
7/14/2025 | Counterpoint Mutual Funds LLC | 25,853 | $416K | 0.0% | N/A | 0.021% | |
7/14/2025 | U.S. Capital Wealth Advisors LLC | 10,000 | $161K | 0.0% | N/A | 0.008% | |
7/11/2025 | Kingstone Capital Partners Texas LLC | 985,080 | $15.85M | 0.0% | N/A | 0.818% | |
7/9/2025 | Baron Wealth Management LLC | 11,960 | $192K | 0.1% | N/A | 0.010% | |
5/29/2025 | Rhumbline Advisers | 13,402 | $196K | 0.0% | -5.0% | 0.011% | |
5/19/2025 | Bayforest Capital Ltd | 15,011 | $219K | 0.1% | +134.1% | 0.012% | |
5/19/2025 | UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC | 275,729 | $4.02M | 0.0% | -3.0% | 0.229% | |
5/16/2025 | Goldman Sachs Group Inc. | 4,720,986 | $68.88M | 0.0% | +20.1% | 3.921% | |
5/16/2025 | NewEdge Advisors LLC | 14,424 | $210K | 0.0% | N/A | 0.012% | |
5/16/2025 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 556,006 | $8.11M | 0.0% | N/A | 0.462% | |
5/15/2025 | Royal Bank of Canada | 40,827 | $596K | 0.0% | +8.2% | 0.034% | |
5/15/2025 | Graham Capital Management L.P. | 127,061 | $1.85M | 0.0% | +2.8% | 0.106% | |
5/15/2025 | Nomura Holdings Inc. | 488,100 | $7.12M | 0.0% | -20.3% | 0.405% | |
5/15/2025 | Vident Advisory LLC | 314,186 | $4.58M | 0.1% | +113.2% | 0.261% | |
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5/15/2025 | Canada Pension Plan Investment Board | 202,295 | $2.95M | 0.0% | +97.0% | 0.168% | |
5/15/2025 | State of Wyoming | 25,670 | $375K | 0.0% | +11.3% | 0.021% | |
5/14/2025 | Causeway Capital Management LLC | 678,540 | $9.90M | 0.2% | +15.5% | 0.564% | |
5/14/2025 | Jump Financial LLC | 505,275 | $7.37M | 0.1% | -43.3% | 0.420% | |
5/14/2025 | Kestra Advisory Services LLC | 56,426 | $823K | 0.0% | +13.6% | 0.047% | |
5/14/2025 | GM Advisory Group LLC | 20,000 | $292K | 0.0% | N/A | 0.017% | |
5/14/2025 | Quantbot Technologies LP | 584,733 | $8.53M | 0.3% | +16.1% | 0.486% | |
5/13/2025 | Summit Securities Group LLC | 19,900 | $290K | 0.0% | +59.2% | 0.017% | |
5/13/2025 | Menora Mivtachim Holdings LTD. | 700,000 | $10.21M | 0.1% | -50.0% | 0.581% | |
5/13/2025 | American Century Companies Inc. | 2,280,289 | $33.27M | 0.0% | +19.1% | 1.894% | |
5/13/2025 | Fox Run Management L.L.C. | 22,656 | $331K | 0.1% | +76.1% | 0.019% | |
5/13/2025 | Boston Partners | 45,547 | $665K | 0.0% | +15.7% | 0.038% | |
5/13/2025 | Bulltick Wealth Management LLC | 66,300 | $967K | 0.3% | N/A | 0.055% | |
5/12/2025 | Independent Advisor Alliance | 17,274 | $252K | 0.0% | N/A | 0.014% | |
5/12/2025 | Nuveen LLC | 844,560 | $12.32M | 0.0% | N/A | 0.702% | |
5/12/2025 | Aigen Investment Management LP | 16,842 | $246K | 0.0% | +5.4% | 0.014% | |
5/12/2025 | Virtu Financial LLC | 87,807 | $1.28M | 0.1% | N/A | 0.073% | |
5/12/2025 | Entropy Technologies LP | 83,094 | $1.21M | 0.1% | +295.7% | 0.069% | |
5/12/2025 | Invesco Ltd. | 326,813 | $4.77M | 0.0% | -29.3% | 0.271% | |
5/12/2025 | Sierra Summit Advisors LLC | 35,768 | $522K | 0.1% | N/A | 0.030% | |
5/12/2025 | Citigroup Inc. | 1,325,312 | $19.34M | 0.0% | +1.1% | 1.101% | |
5/12/2025 | Swiss National Bank | 234,600 | $3.42M | 0.0% | +14.6% | 0.195% | |
5/9/2025 | Charles Schwab Investment Management Inc. | 872,199 | $12.73M | 0.0% | +4.4% | 0.724% | |
5/8/2025 | Bayforest Capital Ltd | 15,011 | $219K | 0.1% | +134.1% | 0.012% | |
5/8/2025 | Vestcor Inc | 19,487 | $284K | 0.0% | +109.3% | 0.016% | |
5/8/2025 | XTX Topco Ltd | 28,683 | $418K | 0.0% | N/A | 0.024% | |
5/7/2025 | Corton Capital Inc. | 24,125 | $352K | 1.2% | +18.3% | 0.020% | |
5/7/2025 | Zurcher Kantonalbank Zurich Cantonalbank | 34,440 | $502K | 0.0% | +18.3% | 0.029% | |
5/7/2025 | TD Asset Management Inc | 10,600 | $155K | 0.0% | N/A | 0.009% | |
5/6/2025 | Navellier & Associates Inc. | 73,141 | $1.10M | 0.2% | -12.1% | 0.061% | |
5/6/2025 | Cetera Investment Advisers | 56,975 | $831K | 0.0% | +129.4% | 0.047% | |
5/6/2025 | Avantax Advisory Services Inc. | 27,028 | $394K | 0.0% | N/A | 0.022% | |
5/6/2025 | KLP Kapitalforvaltning AS | 27,800 | $406K | 0.0% | +23.6% | 0.023% | |
5/6/2025 | Y Intercept Hong Kong Ltd | 90,535 | $1.32M | 0.1% | -10.1% | 0.075% | |
5/6/2025 | Kennondale Capital Management LLC | 24,916 | $364K | 0.4% | N/A | 0.021% | |
5/5/2025 | Allianz Asset Management GmbH | 1,395,542 | $20.36M | 0.0% | +0.5% | 1.159% | |
5/5/2025 | Kestra Private Wealth Services LLC | 21,693 | $317K | 0.0% | N/A | 0.018% | |
5/2/2025 | Napatree Capital LLC | 14,447 | $211K | 0.1% | -8.1% | 0.012% | |
5/2/2025 | SBI Securities Co. Ltd. | 64,844 | $946K | 0.0% | +7.6% | 0.054% | |
5/2/2025 | Sigma Planning Corp | 41,619 | $607K | 0.0% | -3.7% | 0.035% | |
5/1/2025 | New York State Common Retirement Fund | 2,061 | $30K | 0.0% | N/A | 0.002% | |
4/29/2025 | Bank of New York Mellon Corp | 30,957 | $452K | 0.0% | -22.4% | 0.026% | |
4/29/2025 | Harel Insurance Investments & Financial Services Ltd. | 108,460 | $1.58M | 0.0% | +3,034.7% | 0.090% | |
4/28/2025 | Teacher Retirement System of Texas | 54,484 | $795K | 0.0% | -42.4% | 0.045% | |
4/28/2025 | Yelin Lapidot Holdings Management Ltd. | 1,355,363 | $19.78M | 3.8% | +8.6% | 1.126% | |
4/28/2025 | Vontobel Holding Ltd. | 11,008 | $161K | 0.0% | N/A | 0.009% | |
4/28/2025 | Astoria Portfolio Advisors LLC. | 57,380 | $790K | 0.3% | +27.4% | 0.048% | |
4/23/2025 | Robeco Institutional Asset Management B.V. | 13,134 | $192K | 0.0% | -91.9% | 0.011% | |
4/23/2025 | Bessemer Group Inc. | 31,300 | $457K | 0.0% | N/A | 0.026% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 97,812 | $1.43M | 0.0% | +7.6% | 0.081% | |
Wall Street Hates This Gold IRA Strategy—Here’s Why (Ad) What if I told you there's a legal way to own real physical gold and silver—and keep your gains tax-free?
No gimmicks. No shady tricks. Just a powerful IRS-approved loophole that most Americans have never heard of.
It's called a Self-Directed Gold IRA, and it's quietly becoming the go-to wealth protection strategy for people who see the writing on the wall.
When you take the next step, you could qualify for up to $10,000 in FREE GOLD & SILVER with your purchase of a qualified account. Click here to get the IRS Gold Loophole Report now |
4/22/2025 | PFG Investments LLC | 45,483 | $664K | 0.0% | -26.9% | 0.038% | |
4/21/2025 | Autumn Glory Partners LLC | 33,500 | $489K | 0.2% | +21.8% | 0.028% | |
4/17/2025 | FNY Investment Advisers LLC | 149,200 | $2.18M | 1.3% | +1,863.2% | 0.124% | |
4/17/2025 | Janney Montgomery Scott LLC | 53,658 | $783K | 0.0% | +13.8% | 0.045% | |
4/14/2025 | Yousif Capital Management LLC | 13,895 | $203K | 0.0% | -8.7% | 0.012% | |
4/14/2025 | Regatta Capital Group LLC | 14,699 | $214K | 0.0% | +7.6% | 0.012% | |
4/14/2025 | Miracle Mile Advisors LLC | 10,000 | $146K | 0.0% | N/A | 0.008% | |
4/11/2025 | SeaCrest Wealth Management LLC | 11,016 | $161K | 0.0% | N/A | 0.009% | |
3/18/2025 | California State Teachers Retirement System | 100,115 | $2.15M | 0.0% | -2.1% | 0.083% | |
2/28/2025 | Employees Retirement System of Texas | 2,106 | $45K | 0.0% | N/A | 0.002% | |