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Disclosery

GLDM WORLD GOLD TR

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SPDR GLD MINIS (fund), issuer CIK 1618181

605 managers (614 13F filers) reported a position in GLDM shares at 2025-03-31, 129,418,853 shares in all. 103 filers opened a position and 22 filers sold out during the quarter.

Managers
605
13F filers
614
New
103
Added
263
Reduced
163
Sold out
22
Shares held by filers
129,418,853

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
KRAEMATON INVESTMENT ADVISORS, INC58,647$3.63M3.69%-1,18513F-HRTimeline
Baker Ellis Asset Management LLC56,650$3.51M0.51%+1,65013F-HRTimeline
FINANCIAL LIFE ADVISORS56,284$3.48M1.3%new13F-HRTimeline
ENTREWEALTH, LLC56,080$3.47M2.67%+5,67213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…55,629$3.44M0.01%new13F-HRTimelineGroup
GeoWealth Management, LLC55,075$3.41M0.14%-5,58513F-HRTimeline
Transce3nd, LLC54,314$3.37M1.5%+5,67213F-HRTimeline
Foundations Investment Advisors, LLC54,408$3.37M0.06%+10,08913F-HRTimeline
Paul R. Ried Financial Group, LLC54,193$3.35M2.34%-3,49513F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT53,602$3.32M1.4%new13F-HRTimeline
Portside Wealth Group, LLC51,940$3.21M0.52%+3,44413F-HR/ATimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.51,916$3.21M0.23%+5,57613F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.50,684$3.14M0.09%+38,61813F-HRTimeline
Copperwynd Financial, LLC50,643$3.13M0.86%-1,93313F-HRTimeline
STANSBERRY ASSET MANAGEMENT, LLC49,778$3.08M0.37%+7,10313F-HRTimeline
Bridgewater Advisors Inc.46,001$3.03M0.26%013F-HRTimeline
CHOREO, LLC48,673$3.01M0.05%+31113F-HRTimeline
MONECO ADVISORS, LLC48,475$3M0.31%+4,98113F-HR/ATimeline
HORIZON FINANCIAL SERVICES, LLC48,469$3M1.67%new13F-HR/ATimeline
FRANKLIN RESOURCES INCin group Franklin Resources47,716$2.95M<0.01%-1,15013F-HRTimelineGroup
CI INVESTMENTS INC.in group CI INVESTMENTS INC.47,534$2.94M0.01%013F-HRTimelineGroup
CERTIOR FINANCIAL GROUP, LLC47,460$2.94M2.43%-2,56613F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV45,771$2.83M0.01%-8,87713F-HRTimeline
Tennessee Valley Asset Management Partn…45,585$2.82M0.46%new13F-HRTimeline
Jacobi Capital Management LLC45,301$2.8M0.21%-4,30213F-HRTimeline
Mills Wealth Advisors LLC44,707$2.77M1.47%-1,76713F-HRTimeline
Sovran Advisors, LLC41,336$2.72M0.35%+7,11413F-HRTimeline
Marex Group Ltdin group Marex Group Ltd42,942$2.66M0.05%013F-HRTimelineGroup
Steward Partners Investment Advisory, L…42,775$2.65M0.02%-1,12913F-HRTimeline
Global Wealth Management Investment Adv…42,369$2.62M0.52%-46713F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC41,901$2.59M0.04%-8,06513F-HR/ATimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP42,384$2.59M<0.01%+3,05313F-HR/ATimelineGroup
Compass Ion Advisors, LLC41,655$2.58M0.3%+8,56213F-HRTimeline
Talon Private Wealth, LLC41,643$2.58M0.35%new13F-HRTimeline
Salus Financial Advisors, LLC40,608$2.51M1.9%-3,10113F-HRTimeline
McNaughton Wealth Management, LLC39,382$2.44M1.18%new13F-HRTimeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.38,093$2.36M1.19%+28,78913F-HRTimelineGroup
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O…37,200$2.3M0.01%013F-HRTimeline
Capital A Wealth Management, LLC36,424$2.25M2.36%+34,00413F-HRTimeline
Mayflower Financial Advisors, LLC36,187$2.24M0.34%+18,66313F-HRTimeline
Merit Financial Group, LLC36,049$2.23M0.03%+2,78213F-HRTimeline
SCOTIA CAPITAL INC.35,559$2.2M0.01%-2,25313F-HRTimeline
Genesis Wealth Advisors, LLC35,555$2.2M1.78%-37,46713F-HRTimeline
Atria Investments, Inc35,379$2.19M0.03%new13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC35,362$2.19M<0.01%-459,32113F-HR/ATimelineGroup
KPP Advisory Services LLC35,318$2.19M0.42%+57213F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD35,300$2.18M0.01%-80013F-HRTimelineGroup
Shira Ridge Wealth Management35,219$2.18M1.09%new13F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO34,690$2.15M0.02%new13F-HRTimelineGroup
Beacon Pointe Advisors, LLC34,641$2.14M0.02%-30013F-HRTimeline
KWB Wealth40,822$2.12M0.26%new13F-HRTimeline
WBH ADVISORY INC34,254$2.12M0.2%new13F-HRTimeline
RWA WEALTH PARTNERS, LLC34,065$2.11M0.03%+3,38413F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …34,111$2.11M0.17%-1,35513F-HRTimeline
Focus Financial Network, Inc.33,974$2.1M0.09%+16,47213F-HRTimeline
Legacy Capital Wealth Partners, LLC32,769$2.03M0.5%+20113F-HRTimeline
BlackDiamond Wealth Management, LLC29,919$1.97M1.33%+12,12113F-HRTimeline
Gradient Capital Advisors, LLC31,771$1.97M0.64%+6913F-HRTimeline
KICKSTAND VENTURES, LLC.31,769$1.97M0.51%+13,17213F-HRTimeline
Vertex Planning Partners, LLC30,820$1.91M0.42%+15,39913F-HRTimeline
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV30,631$1.9M0.05%013F-HR/ATimeline
Capital Management Associates, Inc29,450$1.82M0.41%+15,17513F-HRTimeline
Advisory Alpha, LLC29,215$1.81M0.06%-4,81713F-HR/ATimeline
Brown Financial Advisors28,931$1.79M0.74%-1,08313F-HRTimeline
Leo Wealth, LLC28,908$1.79M0.26%-5,81213F-HRTimeline
FORBES J M & CO LLP28,711$1.78M0.17%013F-HRTimeline
Orion Porfolio Solutions, LLC28,416$1.76M0.02%+12,22413F-HRTimeline
Orion Portfolio Solutions, LLC28,416$1.76M0.02%+12,22413F-HR/ATimeline
Robinson Value Management, Ltd.27,767$1.72M1.11%+1,37413F-HRTimeline
Sargent Investment Group, LLC27,730$1.72M0.27%+4,71513F-HRTimeline
Ashton Thomas Private Wealth, LLC27,616$1.71M0.07%+12,04813F-HRTimeline
Aspetuck Financial Management LLC27,189$1.68M1.45%-92513F-HRTimeline
IHT Wealth Management, LLC27,039$1.67M0.05%+1,49813F-HRTimeline
PDS Planning, Inc26,930$1.67M0.14%-12113F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …26,067$1.61M0.03%013F-HRTimelineGroup
Visionary Wealth Advisors25,966$1.61M0.1%-11,34313F-HRTimeline
Wallace Advisory Group, LLC30,805$1.6M1.11%-29,69113F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC25,500$1.58M0.04%013F-HRTimeline
Biltmore Family Office, LLC25,126$1.56M0.27%new13F-HRTimeline
Patten Group, Inc.24,853$1.54M0.35%+10,82913F-HRTimeline
Choate Investment Advisors24,808$1.54M0.04%+13,78013F-HRTimeline
IFP Advisors, Inc24,742$1.53M0.05%+21,25013F-HRTimeline
One Charles Private Wealth Services, LLC24,687$1.53M0.49%+28313F-HRTimeline
Tradition Wealth Management, LLC24,394$1.51M0.13%+11,51813F-HRTimeline
Castleview Partners, LLC24,289$1.5M1.02%+5,11813F-HRTimeline
VALICENTI ADVISORY SERVICES INC24,221$1.5M0.39%-4,17313F-HRTimeline
Leading Edge Financial Planning LLC24,202$1.5M0.47%-90013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC24,046$1.49M<0.01%+11,42813F-HRTimelineGroup
Global View Capital Management LLC23,957$1.48M0.54%+18,25213F-HRTimeline
Brown Miller Wealth Management, LLC23,707$1.47M0.51%-2,75313F-HRTimeline
Valmark Advisers, Inc.23,649$1.46M0.02%+4,65413F-HRTimeline
Bravias Capital Group, LLC23,637$1.46M1.19%+2,71113F-HRTimeline
New England Private Wealth Advisors LLC22,863$1.41M0.22%013F-HRTimeline
Richard Bernstein Advisors LLC22,763$1.41M0.03%-4,85813F-HRTimeline
Quartz Partners, LLC22,741$1.41M0.85%+3,26613F-HRTimeline
UPTICK PARTNERS, LLC22,351$1.38M0.47%-68713F-HRTimeline
Heritage Wealth Advisors21,975$1.36M0.07%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT21,890$1.35M0.06%013F-HRTimeline
Astoria Portfolio Advisors LLC.20,131$1.31M0.45%-6,16113F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.22,165$1.31M<0.01%+75313F-HRTimelineGroup
Merkkuri Wealth Advisors LLC21,045$1.3M1.12%+2,03813F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC21,035$1.3M0.03%+10613F-HRTimelineGroup
CARRET ASSET MANAGEMENT, LLC20,986$1.3M0.15%-15013F-HRTimeline
Advyzon Investment Management, LLC20,718$1.28M0.45%-1,75513F-HRTimeline
Petix & Botte Co20,396$1.26M0.33%013F-HRTimeline
OLYMPUS WEALTH MANAGEMENT, LLC20,098$1.24M0.55%new13F-HRTimeline
Apella Capital, LLC20,178$1.24M0.04%013F-HRTimeline
CX Institutional19,744$1.22M0.05%new13F-HRTimeline
MYECFO, LLC19,718$1.22M0.65%+2,67313F-HRTimeline
Diligent Investors, LLC19,711$1.22M0.3%013F-HRTimeline
NWAM LLC19,461$1.2M0.1%+5,52913F-HRTimeline
MIdWestOne Financial Group, Inc.19,280$1.19M0.17%new13F-HRTimeline
Compound Planning, Inc.19,075$1.18M0.05%+6,94613F-HRTimeline
AMG National Trust Bank19,070$1.18M0.03%+12,73013F-HRTimeline
Per Stirling Capital Management, LLC.19,045$1.18M0.17%-1,51013F-HRTimeline
MAI Capital Management18,869$1.17M0.01%+6013F-HRTimeline
S. R. Schill & Associates18,743$1.16M0.92%new13F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP18,724$1.16M<0.01%+9,33413F-HRTimelineGroup
Formidable Asset Management, LLC18,561$1.15M0.19%+4,89513F-HRTimeline
M1 Capital Management LLC18,467$1.14M0.71%new13F-HRTimeline
THEORY FINANCIAL LLC18,422$1.14M0.48%+8,98013F-HRTimeline
Kendall Capital Management18,237$1.13M0.33%+89013F-HRTimeline
Matrix Trust Co18,188$1.13M0.19%+13,43213F-HRTimeline
Thrive Capital Management, LLC18,146$1.12M0.67%-9,24813F-HRTimeline
Caldwell Trust Co17,971$1.11M0.12%+2,91713F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding16,723$1.1M-359Timeline
Prosperity Consulting Group, LLC17,633$1.09M0.08%-3,54813F-HRTimeline
PECAUT & CO.17,604$1.09M0.37%+6,24013F-HRTimeline
Magnolia Private Wealth, LLC17,501$1.08M0.92%-41713F-HRTimeline
Relyea Zuckerberg Hanson LLC16,804$1.04M0.14%+5,62413F-HRTimeline
EAGLE ROCK INVESTMENT COMPANY, LLC16,604$1.03M0.18%new13F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC16,575$1.03M<0.01%+91613F-HRTimelineGroup
Copia Wealth Management16,550$1.02M0.95%+8013F-HRTimeline
Paladin Wealth, LLC16,533$1.02M0.92%+25913F-HRTimeline
Apeiron RIA LLC16,432$1.02M0.31%+7,11513F-HRTimeline
SEMPER AUGUSTUS INVESTMENTS GROUP LLC16,219$1M0.16%+1,85413F-HRTimeline
Mattson Financial Services, LLC16,110$997K0.3%-6,66313F-HRTimeline
Mutual Advisors, LLC15,219$996K0.03%+1,70913F-HRTimeline
EAGLE GLOBAL ADVISORS LLC16,000$990K0.04%+1,50013F-HRTimeline
Perennial Investment Advisors, LLC15,803$978K0.11%+6,88013F-HRTimeline
Continuum Advisory, LLC15,350$950K0.12%-2,69513F-HRTimeline
TABLEAUX LLC15,156$938K0.68%-2,18613F-HRTimeline
WCG Wealth Advisors LLC15,155$938K0.07%-1,38613F-HR/ATimeline
Valtinson Bruner Financial Planning LLC15,032$930K0.31%-8,98113F-HRTimeline
SeaCrest Wealth Management, LLC14,964$926K0.1%-1,07913F-HRTimeline
Lifelong Wealth Advisors, Inc.14,958$926K0.43%+6,63613F-HRTimeline
TWO SIGMA SECURITIES, LLC14,769$914K0.14%new13F-HRTimeline
Clark Asset Management, LLC14,647$907K0.15%new13F-HRTimeline
CENTRAL TRUST Co14,600$904K0.02%-30013F-HRTimeline
Auour Investments LLC13,821$902K0.33%-1,12313F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC14,557$901K0.19%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.14,442$894K<0.01%-6,61113F-HRTimelineGroup
Pathway Financial Advisors LLC14,409$892K0.16%013F-HRTimeline
Advisory Services Network, LLC13,925$862K0.02%+4,53213F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC13,808$855K0.03%+6,10913F-HRTimeline
My Legacy Advisors, LLC13,794$854K0.33%+6,74113F-HRTimeline
Breed's Hill Capital LLC13,617$843K0.45%013F-HRTimeline
BOOTHBAY FUND MANAGEMENT, LLC13,600$842K0.03%new13F-HRTimeline
NORDEN GROUP LLC13,587$841K0.1%-28113F-HRTimeline
Acorn Wealth Advisors, LLC13,475$834K0.35%-2413F-HRTimeline
TOTAL INVESTMENT MANAGEMENT INC13,469$834K0.11%-6,33913F-HRTimeline
Kingsview Wealth Management, LLC12,910$799K0.02%-1,11013F-HRTimeline
U.S. Capital Wealth Advisors, LLC12,880$797K0.02%+1,99913F-HRTimeline
Waterloo Capital, L.P.12,695$786K0.07%new13F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.12,674$784K0.04%013F-HRTimelineGroup
WealthPLAN Partners, LLC12,375$766K0.11%+5,89113F-HRTimeline
Destiny Capital Corp/CO12,235$757K0.52%-26713F-HRTimeline
TOKIO MARINE ASSET MANAGEMENT CO LTDin group TOKIO MARINE HOLDINGS, INC.12,200$755K0.03%-60013F-HRTimelineGroup
Adero Partners, LLC12,000$743K0.05%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC11,993$742K0.03%+4,78213F-HRTimelineGroup
AXXCESS WEALTH MANAGEMENT, LLC11,869$735K0.02%+2,13413F-HRTimeline
Good Life Advisors, LLC11,763$728K0.05%new13F-HRTimeline
Sigma Planning Corp11,669$722K0.02%+1,00813F-HRTimeline
IFG Advisors, LLC11,614$719K0.14%+2,61313F-HRTimeline
Clearstead Advisors, LLC11,304$700K0.01%-1,79713F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.11,299$699K0.48%+61813F-HRTimeline
Caitlin John, LLC11,263$697K0.68%+10,06813F-HRTimeline
Betterment LLC11,262$697K<0.01%-23313F-HRTimeline
Avidian Wealth Enterprises, LLC11,186$692K0.03%+5,68413F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT10,921$676K0.08%new13F-HRTimeline
Sage Mountain Advisors LLC10,830$670K0.05%013F-HRTimeline
Patriot Financial Group Insurance Agenc…10,706$663K0.09%+5,31313F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV10,582$655K0.05%+2,09413F-HRTimeline
Sovereign Financial Group, Inc.10,386$643K0.15%+30613F-HRTimeline
Strategic Blueprint, LLC10,293$637K0.03%+4,71413F-HRTimeline
MSH Capital Advisors LLC10,249$634K0.2%-1,77113F-HRTimeline
Tempus Wealth Planning, LLC10,223$633K0.19%new13F-HRTimeline
Alpha Cubed Investments, LLC10,201$631K0.03%new13F-HRTimeline
JT Stratford LLC10,200$631K0.11%-10013F-HRTimeline
Clearview Wealth Advisors LLC9,561$592K0.44%new13F-HRTimeline
4WEALTH ADVISORS, INC.9,508$588K0.65%-75013F-HRTimeline
Indiana Trust & Investment Management Co9,500$588K0.21%013F-HRTimeline
Requisite Capital Management, LLC9,283$575K0.13%+2,02213F-HRTimeline
DeDora Capital, Inc.9,238$572K0.16%+1,39613F-HRTimeline
IFG Advisory, LLC9,190$569K0.03%new13F-HRTimeline
MIDDLETON & CO INC/MA9,151$566K0.07%013F-HRTimeline
Spectrum Planning & Advisory Services I…8,957$554K0.46%-4,06913F-HRTimeline
Smith Anglin Financial, LLC8,862$548K0.06%+1,38213F-HRTimeline
SWMG, LLC8,378$548K0.22%-9,55413F-HRTimeline
YHB Investment Advisors, Inc.8,700$538K0.04%+1,75013F-HRTimeline