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Disclosery

GLDM WORLD GOLD TR

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SPDR GLD MINIS (fund), issuer CIK 1618181

530 managers (539 13F filers) reported a position in GLDM shares at 2024-12-31, 111,395,794 shares in all. 74 filers opened a position and 35 filers sold out during the quarter.

Managers
530
13F filers
539
New
74
Added
183
Reduced
157
Sold out
35
Shares held by filers
111,395,794

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Marex Group Ltdin group Marex Group Ltd42,942$2.23M0.04%new13F-HRTimelineGroup
Global Wealth Management Investment Adv…42,836$2.23M0.46%+3,71413F-HRTimeline
STANSBERRY ASSET MANAGEMENT, LLC42,675$2.22M0.29%+8,24613F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC42,169$2.19M0.02%+32,82013F-HRTimelineGroup
One Wealth Advisors, LLC40,816$2.12M0.31%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC40,643$2.11M<0.01%+14,12513F-HRTimelineGroup
Physician Wealth Advisors, Inc.40,012$2.08M0.35%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP39,331$2.04M<0.01%+7,53313F-HRTimelineGroup
Peak Retirement Planning, Inc.37,670$1.99M1.34%13F-HRTimeline
SCOTIA CAPITAL INC.37,812$1.97M0.01%new13F-HRTimeline
Visionary Wealth Advisors37,309$1.94M0.11%-1,33413F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O…37,200$1.93M0.01%013F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD36,100$1.88M0.01%-3,70013F-HRTimelineGroup
C2P Capital Advisory Group, LLC d.b.a. …35,466$1.84M0.15%-62,26813F-HR/ATimeline
BUSH INVESTMENT GROUP, LLC35,349$1.84M1.43%new13F-HRTimeline
Beacon Pointe Advisors, LLC34,941$1.82M0.02%-1,17313F-HRTimeline
Sovran Advisors, LLC34,222$1.81M0.26%13F-HRTimeline
KPP Advisory Services LLC34,746$1.81M0.43%+23,04213F-HRTimeline
Leo Wealth, LLC34,720$1.81M0.16%+3,65113F-HRTimeline
Advisory Alpha, LLC34,032$1.77M0.06%-1,39513F-HRTimeline
Merit Financial Group, LLC33,267$1.73M0.03%-73313F-HRTimeline
Compass Ion Advisors, LLC33,093$1.72M0.2%+4,01613F-HRTimeline
Legacy Capital Wealth Partners, LLC32,568$1.69M0.42%+80213F-HRTimeline
COURIER CAPITAL LLC32,463$1.69M0.12%new13F-HRTimeline
Gradient Capital Advisors, LLC31,702$1.65M0.53%-1,25713F-HRTimeline
Vermillion & White Wealth Management Gr…31,691$1.65M1.21%-2,68613F-HRTimeline
Creative Planningin group Creative Planning31,335$1.63M<0.01%-9,81413F-HRTimelineGroup
RWA WEALTH PARTNERS, LLC30,681$1.6M0.02%+25,44813F-HRTimeline
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV30,631$1.59M0.05%013F-HRTimeline
NewEdge Advisors, LLC30,503$1.59M0.01%-14,03913F-HRTimeline
Brown Financial Advisors30,014$1.56M0.63%-1,33213F-HRTimeline
FORBES J M & CO LLP28,711$1.49M0.14%013F-HRTimeline
VALICENTI ADVISORY SERVICES INC28,394$1.48M0.37%+1,13813F-HRTimeline
Aspetuck Financial Management LLC28,114$1.46M1.14%13F-HRTimeline
Richard Bernstein Advisors LLC27,621$1.44M0.03%-13013F-HRTimeline
Thrive Capital Management, LLC27,394$1.42M0.65%+8,51813F-HRTimeline
PDS Planning, Inc27,051$1.41M0.12%+1,01813F-HRTimeline
Astoria Portfolio Advisors LLC.26,292$1.39M0.5%-76,90513F-HRTimeline
Brown Miller Wealth Management, LLC26,460$1.38M0.53%+77113F-HRTimeline
Robinson Value Management, Ltd.26,393$1.37M0.91%+3013F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …26,067$1.36M0.02%013F-HRTimelineGroup
IHT Wealth Management, LLC25,541$1.33M0.04%+7,03613F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC25,500$1.33M0.03%013F-HRTimeline
Leading Edge Financial Planning LLC25,102$1.31M0.43%-21013F-HRTimeline
One Charles Private Wealth Services, LLC24,404$1.27M0.43%+1,57213F-HRTimeline
Valtinson Bruner Financial Planning LLC24,013$1.25M0.44%+1,81413F-HRTimeline
Sargent Investment Group, LLC23,015$1.21M0.2%+4,00013F-HRTimeline
UPTICK PARTNERS, LLC23,038$1.2M0.43%+17,82113F-HRTimeline
New England Private Wealth Advisors LLC22,863$1.19M0.19%013F-HRTimeline
Mattson Financial Services, LLC22,773$1.19M0.38%-3,16413F-HRTimeline
Advyzon Investment Management, LLC22,473$1.17M0.45%13F-HRTimeline
Bravias Capital Group, LLC20,926$1.16M0.94%13F-HRTimeline
Detalus Advisors, LLC22,096$1.15M0.38%new13F-HRTimeline
Heritage Wealth Advisors21,975$1.14M0.06%-10813F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT21,890$1.14M0.05%+3013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.21,412$1.13M<0.01%+18513F-HRTimelineGroup
Headlands Technologies LLC21,578$1.12M0.11%+6,28913F-HRTimeline
Prosperity Consulting Group, LLC21,181$1.1M0.08%-29,63413F-HRTimeline
CARRET ASSET MANAGEMENT, LLC21,136$1.1M0.12%-19513F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.21,053$1.09M<0.01%new13F-HRTimelineGroup
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC20,929$1.09M0.02%+2,03313F-HRTimelineGroup
Per Stirling Capital Management, LLC.20,555$1.07M0.15%-35913F-HRTimeline
Petix & Botte Co20,396$1.06M0.28%-19,23613F-HRTimeline
Apella Capital, LLC20,178$1.05M0.04%+2,86513F-HRTimeline
TOTAL INVESTMENT MANAGEMENT INC19,808$1.03M0.14%013F-HRTimeline
Diligent Investors, LLC19,711$1.02M0.24%013F-HRTimeline
Quartz Partners, LLC19,475$1.01M0.62%-1,30113F-HRTimeline
Castleview Partners, LLC19,171$1.01M0.54%new13F-HR/ATimeline
Merkkuri Wealth Advisors LLC19,007$988K0.78%+2,97513F-HRTimeline
Valmark Advisers, Inc.18,995$988K0.02%+1,58213F-HRTimeline
SWMG, LLC17,932$979K0.39%-1,12613F-HRTimeline
MAI Capital Management18,809$978K0.01%new13F-HRTimeline
KICKSTAND VENTURES, LLC.18,597$967K0.25%new13F-HRTimeline
Continuum Advisory, LLC18,045$938K0.12%+1213F-HRTimeline
Magnolia Private Wealth, LLC17,918$932K0.83%13F-HRTimeline
BlackDiamond Wealth Management, LLC17,798$925K0.53%+4,60313F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding17,082$917K-15,364Timeline
Mayflower Financial Advisors, LLC17,524$911K0.14%new13F-HRTimeline
Focus Financial Network, Inc.17,502$910K0.04%new13F-HRTimeline
Kendall Capital Management17,347$902K0.26%-1,27113F-HRTimeline
TABLEAUX LLC17,342$902K0.75%13F-HRTimeline
MYECFO, LLC17,045$886K0.48%+1,84013F-HRTimeline
WCG Wealth Advisors LLC16,541$860K0.06%+3,75913F-HRTimeline
Copia Wealth Management16,470$856K0.81%13F-HRTimeline
Paladin Wealth, LLC16,274$846K0.73%-58513F-HRTimeline
Orion Porfolio Solutions, LLC16,192$842K0.01%-276,88113F-HRTimeline
Orion Portfolio Solutions, LLC16,192$842K0.01%-276,88113F-HRTimeline
SeaCrest Wealth Management, LLC16,043$834K0.09%+1,27413F-HRTimeline
Auour Investments LLC14,944$829K0.29%+1,04113F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC15,659$814K<0.01%013F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC15,568$809K0.03%new13F-HRTimeline
Vertex Planning Partners, LLC15,421$802K0.18%new13F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…15,273$794K0.03%new13F-HRTimelineGroup
Caldwell Trust Co15,054$783K0.08%+2713F-HRTimeline
CENTRAL TRUST Co14,900$775K0.02%-3513F-HRTimeline
PFG Advisors14,591$759K0.05%new13F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC14,557$757K0.16%+87213F-HRTimeline
EAGLE GLOBAL ADVISORS LLC14,500$754K0.03%new13F-HRTimeline
Pathway Financial Advisors LLC14,409$749K0.17%013F-HRTimeline
SEMPER AUGUSTUS INVESTMENTS GROUP LLC14,365$747K0.13%+1,90513F-HRTimeline
Capital Management Associates, Inc14,275$742K0.28%+4,69613F-HRTimeline
Patten Group, Inc.14,024$729K0.16%+5,82913F-HRTimeline
Kingsview Wealth Management, LLC14,020$729K0.01%-48913F-HRTimeline
Mutual Advisors, LLC13,510$727K0.02%+2,91413F-HRTimeline
NWAM LLC13,932$724K0.04%+3,37413F-HRTimeline
NORDEN GROUP LLC13,868$721K0.08%-14,28813F-HRTimeline
Formidable Asset Management, LLC13,666$710K0.12%-87913F-HRTimeline
Breed's Hill Capital LLC13,617$708K0.37%013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.12,674$703K0.03%-15613F-HRTimelineGroup
Acorn Wealth Advisors, LLC13,499$702K0.29%-3,31113F-HRTimeline
Maia Wealth LLC12,701$690K0.15%new13F-HRTimeline
Kaufman Rossin Wealth, LLC13,150$684K0.7%13F-HRTimeline
Clearstead Advisors, LLC13,101$681K0.01%+1,01213F-HRTimeline
Spectrum Planning & Advisory Services I…13,026$677K0.59%new13F-HRTimeline
Tradition Wealth Management, LLC12,876$669K0.06%new13F-HRTimeline
TOKIO MARINE ASSET MANAGEMENT CO LTDin group TOKIO MARINE HOLDINGS, INC.12,800$665K0.02%-10,30013F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC12,618$656K<0.01%new13F-HRTimelineGroup
Destiny Capital Corp/CO12,502$650K0.39%013F-HRTimeline
Compound Planning, Inc.12,129$631K0.03%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.12,066$627K0.02%+4,20813F-HRTimeline
MSH Capital Advisors LLC12,020$625K0.2%new13F-HRTimeline
Adero Partners, LLC12,000$624K0.04%013F-HRTimeline
Etesian Wealth Advisors, Inc.11,695$608K0.27%013F-HRTimeline
Betterment LLC11,495$598K<0.01%-3113F-HRTimeline
PECAUT & CO.11,364$591K0.2%+88713F-HRTimeline
Relyea Zuckerberg Hanson LLC11,180$581K0.08%new13F-HRTimeline
Weil Company, Inc.11,055$575K0.2%-39813F-HRTimeline
Choate Investment Advisors11,028$573K0.01%013F-HRTimeline
WASHINGTON TRUST Co10,972$570K0.02%-2,35213F-HRTimeline
U.S. Capital Wealth Advisors, LLC10,881$566K0.02%new13F-HRTimeline
Sage Mountain Advisors LLC10,830$563K0.04%013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.10,681$555K0.38%13F-HRTimeline
Sigma Planning Corp10,661$554K0.02%+1,79313F-HRTimeline
Bank of Marin10,434$542K0.43%-1,03913F-HRTimeline
New York Life Investment Management LLCin group New York Life Investment Mana…10,366$539K0.01%-76,40513F-HRTimelineGroup
JT Stratford LLC10,300$535K0.09%-3,52513F-HRTimeline
4WEALTH ADVISORS, INC.10,258$533K0.55%13F-HRTimeline
Laidlaw Wealth Management LLC10,135$527K0.23%-10313F-HRTimeline
Sovereign Financial Group, Inc.10,080$524K0.12%+52613F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC9,735$506K0.01%-1,99013F-HRTimeline
Indiana Trust & Investment Management Co9,500$494K0.17%+7,50013F-HRTimeline
Segment Wealth Management, LLC9,500$494K0.03%013F-HRTimeline
THEORY FINANCIAL LLC9,442$491K0.21%new13F-HRTimeline
Advisory Services Network, LLC9,393$488K0.01%+4,64313F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP9,390$488K<0.01%-13,06213F-HRTimelineGroup
Apeiron RIA LLC9,317$484K0.14%new13F-HRTimeline
Rakuten Securities, Inc.9,304$484K0.19%+6,48313F-HRTimeline
Verdence Capital Advisors LLC9,300$484K0.04%013F-HRTimeline
MIDDLETON & CO INC/MA9,151$476K0.05%013F-HRTimeline
IFG Advisors, LLC9,001$468K0.09%new13F-HRTimeline
Perennial Investment Advisors, LLC8,923$464K0.05%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV8,488$441K0.04%+3,71113F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC8,346$434K0.06%-29613F-HRTimeline
Lifelong Wealth Advisors, Inc.8,322$433K0.19%13F-HRTimeline
Crews Bank & Trust8,275$430K0.07%13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management8,264$430K0.01%-12,02813F-HRTimelineGroup
Oceanside Advisors LLC7,851$408K0.3%-7313F-HRTimeline
DeDora Capital, Inc.7,842$408K0.11%+41413F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.7,793$405K0.18%013F-HRTimeline
HM PAYSON & CO7,769$404K0.01%+2,51913F-HRTimeline
MATHER GROUP, LLC.7,769$404K0.01%+57513F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC7,699$400K0.01%new13F-HRTimeline
Advisors Capital Management, LLC7,596$395K0.01%+1,74513F-HRTimeline
Nova Wealth Management, Inc.7,511$390K0.34%13F-HRTimeline
Smith Anglin Financial, LLC7,480$389K0.04%-1,62313F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co7,366$383K0.01%+3,28813F-HRTimelineGroup
Requisite Capital Management, LLC7,261$377K0.08%-14,20013F-HRTimeline
My Legacy Advisors, LLC7,053$377K0.15%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC7,211$375K0.02%-2,54813F-HRTimelineGroup
Intrua Financial, LLC7,202$374K0.06%013F-HRTimeline
YHB Investment Advisors, Inc.6,950$361K0.03%new13F-HRTimeline
Compass Financial Services Inc6,828$355K0.2%13F-HRTimeline
HBW ADVISORY SERVICES LLC6,628$345K0.04%-2,15013F-HRTimeline
FMR LLCin group FMR LLC6,525$339K<0.01%-90013F-HRTimelineGroup
Vermillion Wealth Management, Inc.6,512$339K0.17%13F-HRTimeline
Gibbs Wealth Management6,485$337K0.09%-5,07913F-HRTimeline
WealthPLAN Partners, LLC6,484$337K0.05%new13F-HRTimeline
Western Wealth Management, LLC6,389$332K0.02%new13F-HR/ATimeline
Waverly Advisors, LLC6,329$329K0.01%+27313F-HRTimeline
AMG National Trust Bank6,340$327K0.01%new13F-HRTimeline
CAPTRUST FINANCIAL ADVISORS6,210$323K<0.01%-1,15213F-HRTimeline
Lee Financial Co6,188$322K0.05%013F-HRTimeline
Sound View Wealth Advisors Group, LLC6,105$317K0.03%013F-HRTimeline
Belpointe Asset Management LLC6,364$316K0.02%013F-HRTimeline
McAdam, LLC6,036$314K0.02%013F-HRTimeline
Access Investment Management LLC6,020$313K0.09%013F-HRTimeline
Birch Capital Management, LLC6,012$313K0.16%-113F-HRTimeline
International Private Wealth Advisors L…5,822$303K0.3%-2213F-HRTimeline
Global View Capital Management LLC5,705$301K0.11%13F-HRTimeline
Blackston Financial Advisory Group, LLC5,720$297K0.15%new13F-HRTimeline
HERITAGE INVESTORS MANAGEMENT CORP5,685$296K0.01%013F-HRTimeline
Strategic Blueprint, LLC5,579$290K0.02%-9,41313F-HRTimeline
APPLETON PARTNERS INC/MA5,584$290K0.02%-15013F-HRTimeline
Avidian Wealth Enterprises, LLC5,502$286K0.01%new13F-HRTimeline
Anchor Investment Management, LLC5,461$284K0.03%013F-HRTimeline
ShoreHaven Wealth Partners, LLC5,450$283K0.13%-15213F-HRTimeline
Patriot Financial Group Insurance Agenc…5,393$280K0.04%new13F-HRTimeline
Signal Advisors Wealth, LLC5,354$278K0.03%new13F-HRTimeline
Integrated Wealth Concepts LLC5,037$262K<0.01%-27313F-HRTimeline
Pineridge Advisors LLC4,996$260K0.1%-85,78613F-HRTimeline