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Disclosery

GLDM WORLD GOLD TR

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SPDR GLD MINIS (fund), issuer CIK 1618181

692 managers (700 13F filers) reported a position in GLDM shares at 2025-06-30, 138,684,877 shares in all. 112 filers opened a position and 36 filers sold out during the quarter.

Managers
692
13F filers
700
New
112
Added
263
Reduced
222
Sold out
36
Shares held by filers
138,684,877

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Foundations Investment Advisors, LLC59,590$3.9M0.06%+5,18213F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding59,590$3.9M-5,464Timeline
RWA WEALTH PARTNERS, LLC59,518$3.9M0.05%+25,45313F-HRTimeline
Physician Wealth Advisors, Inc.59,304$3.89M0.61%-23,86413F-HRTimeline
KRAEMATON INVESTMENT ADVISORS, INC59,204$3.88M3.66%+55713F-HRTimeline
Compass Wealth Management, LLC/GA58,965$3.86M2.07%13F-HRTimeline
One Wealth Advisors, LLC58,099$3.81M0.53%-20,99513F-HRTimeline
Transce3nd, LLC57,570$3.77M1.59%+3,25613F-HRTimeline
ENTREWEALTH, LLC57,499$3.77M2.61%+1,41913F-HRTimeline
Hobbs Group Advisors, LLC57,280$3.75M1.28%-17,64313F-HRTimeline
Baker Ellis Asset Management LLC57,000$3.73M0.51%+35013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV56,931$3.73M0.01%+11,16013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…56,492$3.7M0.01%+86313F-HRTimelineGroup
Keudell/Morrison Wealth Management55,173$3.61M0.8%-203,07913F-HRTimeline
HARBOUR INVESTMENTS, INC.54,487$3.57M0.09%+3,80313F-HRTimeline
Advisory Services Network, LLC54,776$3.57M0.06%+40,85113F-HRTimeline
Motiv8 Investments LLC54,453$3.57M2.18%-15,82713F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT53,949$3.53M1.27%+34713F-HRTimeline
STANSBERRY ASSET MANAGEMENT, LLC53,858$3.53M0.39%+4,08013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC52,772$3.46M0.02%+46,05913F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC51,842$3.4M<0.01%-173,69113F-HRTimelineGroup
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO51,459$3.37M0.02%+16,76913F-HRTimelineGroup
BUSH INVESTMENT GROUP, LLC51,199$3.35M2.25%-14,42913F-HRTimeline
Compass Ion Advisors, LLC50,876$3.33M0.36%+9,22113F-HRTimeline
MONECO ADVISORS, LLC50,388$3.3M0.31%+1,91313F-HRTimeline
Talon Private Wealth, LLC50,382$3.3M0.45%+8,73913F-HRTimeline
INTEGRITY ALLIANCE, LLC.50,020$3.28M0.18%-51,99813F-HRTimeline
Apella Capital, LLC49,530$3.27M0.09%+29,35213F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.49,948$3.27M0.21%-1,96813F-HRTimelineGroup
Jacobi Capital Management LLC48,244$3.16M0.21%+2,94313F-HRTimeline
CHOREO, LLC48,102$3.15M0.04%-57113F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.47,534$3.11M0.01%013F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources47,276$3.1M<0.01%-44013F-HRTimelineGroup
Tennessee Valley Asset Management Partn…46,986$3.08M0.78%+1,40113F-HRTimeline
Paul R. Ried Financial Group, LLC46,944$3.08M1.86%-7,24913F-HRTimeline
Merit Financial Group, LLC46,559$3.05M0.03%+10,51013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP46,982$3.04M<0.01%+4,59813F-HRTimelineGroup
Bridgewater Advisors Inc.46,001$3.03M0.23%013F-HRTimeline
Arete Wealth Advisors, LLC46,040$3.02M0.21%new13F-HRTimeline
Copperwynd Financial, LLC45,065$2.95M0.74%-5,57813F-HRTimeline
Global Wealth Management Investment Adv…44,296$2.9M0.54%+1,92713F-HRTimeline
Creative Planningin group Creative Planning43,523$2.85M<0.01%-46,30613F-HRTimelineGroup
HORIZON FINANCIAL SERVICES, LLC42,854$2.81M1.49%-5,61513F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC42,431$2.78M0.03%+53013F-HR/ATimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…42,175$2.76M0.14%new13F-HRTimelineGroup
Thrive Capital Management, LLC41,949$2.75M0.86%+23,80313F-HRTimeline
Global Retirement Partners, LLC41,435$2.71M0.07%13F-HRTimeline
Mills Wealth Advisors LLC41,098$2.69M1.23%-3,60913F-HRTimeline
Shira Ridge Wealth Management40,516$2.65M1.21%+5,29713F-HRTimeline
Steward Partners Investment Advisory, L…39,849$2.61M0.02%-2,92613F-HRTimeline
Orion Porfolio Solutions, LLC38,148$2.5M0.02%+9,73213F-HR/ATimeline
KPP Advisory Services LLC37,402$2.45M0.4%+2,08413F-HR/ATimeline
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O…37,200$2.44M0.01%013F-HRTimeline
McNaughton Wealth Management, LLC37,018$2.43M1.08%-2,36413F-HRTimeline
WBH ADVISORY INC36,485$2.39M0.2%+2,23113F-HRTimeline
Matrix Trust Co36,190$2.37M0.38%+18,00213F-HRTimeline
PITCAIRN COin group PITCAIRN CO35,293$2.31M0.15%new13F-HR/ATimelineGroup
OLYMPUS WEALTH MANAGEMENT, LLC34,845$2.28M0.77%+14,74713F-HRTimeline
WFA of San Diego, LLC34,426$2.26M1.66%13F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD33,900$2.22M0.01%-1,40013F-HRTimelineGroup
Milestones Private Investment Advisors …33,834$2.22M1.64%13F-HRTimeline
Patten Group, Inc.33,691$2.21M0.47%+8,83813F-HRTimeline
Beacon Pointe Advisors, LLC33,405$2.19M0.02%-1,23613F-HRTimeline
Legacy Capital Wealth Partners, LLC32,922$2.16M0.49%+15313F-HRTimeline
TWO SIGMA SECURITIES, LLC32,772$2.15M0.26%+18,00313F-HRTimeline
SeaCrest Wealth Management, LLC31,216$2.05M0.22%+16,25213F-HRTimeline
Genesis Wealth Advisors, LLC31,195$2.04M1.53%-4,36013F-HRTimeline
Leo Wealth, LLC30,845$2.02M0.16%+1,93713F-HRTimeline
IFP Advisors, Inc30,730$2.01M0.06%+5,98813F-HRTimeline
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV30,631$2.01M0.04%013F-HR/ATimeline
Gradient Capital Advisors, LLC30,003$1.97M0.58%-1,76813F-HRTimeline
Sovran Advisors, LLC29,897$1.96M0.2%-11,43913F-HRTimeline
Mayflower Financial Advisors, LLC29,732$1.95M0.27%-6,45513F-HRTimeline
BlackDiamond Wealth Management, LLC29,455$1.95M1.12%-46413F-HRTimeline
Valmark Advisers, Inc.29,509$1.93M0.03%+5,86013F-HRTimeline
FORBES J M & CO LLP28,711$1.88M0.17%013F-HRTimeline
IHT Wealth Management, LLC28,537$1.87M0.05%+1,49813F-HRTimeline
Ashton Thomas Private Wealth, LLC28,419$1.86M0.07%+80313F-HRTimeline
Brown Financial Advisors28,282$1.85M0.72%-64913F-HRTimeline
Aspetuck Financial Management LLC28,212$1.85M1.39%+1,02313F-HRTimeline
Visionary Wealth Advisors27,942$1.83M0.09%+1,97613F-HRTimeline
Wallace Advisory Group, LLC29,355$1.82M1.32%-1,45013F-HRTimeline
KICKSTAND VENTURES, LLC.27,437$1.8M0.42%-4,33213F-HRTimeline
Caldwell Trust Co27,051$1.77M0.18%+9,08013F-HRTimeline
PDS Planning, Inc26,930$1.76M0.13%013F-HRTimeline
Kingsview Wealth Management, LLC26,506$1.74M0.03%+13,59613F-HRTimeline
Magnolia Private Wealth, LLC26,462$1.73M1.34%+8,96113F-HRTimeline
AMG National Trust Bank26,245$1.72M0.05%+7,17513F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC26,244$1.72M0.03%new13F-HRTimelineGroup
MIdWestOne Financial Group, Inc.26,225$1.72M0.22%+6,94513F-HRTimeline
Choate Investment Advisors25,977$1.7M0.04%+1,16913F-HRTimeline
Focus Financial Network, Inc.25,937$1.7M0.07%-8,03713F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC25,861$1.69M<0.01%+1,81513F-HRTimelineGroup
Allworth Financial LP25,656$1.68M0.01%+23,00813F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC25,500$1.67M0.04%013F-HRTimeline
HUTCHINSON CAPITAL MANAGEMENT/CA25,437$1.67M0.3%new13F-HRTimeline
Leading Edge Financial Planning LLC25,311$1.66M0.46%+1,10913F-HRTimeline
One Charles Private Wealth Services, LLC25,310$1.66M0.47%+62313F-HRTimeline
Advisor Resource Council25,169$1.65M0.81%-98,62113F-HRTimeline
Biltmore Family Office, LLC25,126$1.65M0.28%013F-HRTimeline
Prosperity Consulting Group, LLC24,953$1.63M0.12%+7,32013F-HRTimeline
Relyea Zuckerberg Hanson LLC24,876$1.63M0.19%+8,07213F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC24,633$1.61M0.04%+10,82513F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC24,416$1.6M0.01%new13F-HRTimelineGroup
Sargent Investment Group, LLC23,625$1.58M0.21%-4,10513F-HRTimeline
Brown Miller Wealth Management, LLC23,753$1.56M0.48%+4613F-HRTimeline
VALICENTI ADVISORY SERVICES INC23,739$1.55M0.36%-48213F-HRTimeline
Quartz Partners, LLC23,389$1.53M0.7%+64813F-HRTimeline
Vertex Planning Partners, LLC23,361$1.53M0.32%-7,45913F-HRTimeline
New England Private Wealth Advisors LLC22,863$1.48M0.22%013F-HRTimeline
Simplicity Wealth,LLC22,492$1.47M0.06%new13F-HRTimeline
Vantage Point Financial LLC22,477$1.47M0.65%new13F-HRTimeline
Valtinson Bruner Financial Planning LLC22,286$1.46M0.46%+7,25413F-HRTimeline
Robinson Value Management, Ltd.22,106$1.45M0.91%-5,66113F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC22,093$1.45M<0.01%new13F-HRTimelineGroup
Synergy Asset Management, LLCin group Synergy Asset Management, LLC22,019$1.44M0.17%new13F-HRTimelineGroup
Heritage Wealth Advisors21,975$1.44M0.07%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT21,891$1.43M0.06%+113F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC21,853$1.43M0.03%+81813F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.21,780$1.43M<0.01%-38513F-HRTimelineGroup
CARRET ASSET MANAGEMENT, LLC21,609$1.42M0.15%+62313F-HRTimeline
UPTICK PARTNERS, LLC21,563$1.41M0.4%-78813F-HRTimeline
NORDEN GROUP LLC21,269$1.39M0.15%+7,68213F-HRTimeline
Perennial Investment Advisors, LLC21,217$1.39M0.13%+5,41413F-HRTimeline
Richard Bernstein Advisors LLC21,152$1.39M0.03%-1,61113F-HRTimeline
Astoria Portfolio Advisors LLC.20,497$1.37M0.38%+36613F-HRTimeline
Q3 Asset Management20,854$1.37M0.48%-49,83613F-HRTimeline
Hutchinson Financial Advisors, INC20,809$1.36M1.53%13F-HR/ATimeline
MYECFO, LLC20,358$1.33M0.65%+64013F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…20,166$1.32M0.04%new13F-HRTimelineGroup
PECAUT & CO.19,947$1.31M0.43%+2,34313F-HRTimeline
Western Wealth Management, LLC19,892$1.3M0.08%+11,34513F-HRTimeline
Apeiron RIA LLC19,731$1.29M0.33%+3,29913F-HRTimeline
Petix & Botte Co19,624$1.29M0.32%-77213F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …19,555$1.28M0.02%-6,51213F-HRTimelineGroup
Caitlin John, LLC19,402$1.27M1.16%+8,13913F-HRTimeline
Maia Wealth LLC19,348$1.27M0.24%new13F-HRTimeline
MAI Capital Management19,342$1.27M0.01%+47313F-HRTimeline
CAPTRUST FINANCIAL ADVISORS18,819$1.23M<0.01%+12,60913F-HRTimeline
Good Life Advisors, LLC18,798$1.23M0.08%+7,03513F-HRTimeline
Diligent Investors, LLC18,711$1.23M0.29%-1,00013F-HRTimeline
Advyzon Investment Management, LLC18,522$1.21M0.27%-2,19613F-HRTimeline
Tradewinds, LLC.18,486$1.21M0.92%new13F-HRTimeline
Merkkuri Wealth Advisors LLC18,486$1.21M0.92%-2,55913F-HRTimeline
NWAM LLC18,500$1.21M0.07%-96113F-HR/ATimeline
S. R. Schill & Associates18,258$1.2M0.88%-48513F-HRTimeline
Continuum Advisory, LLC18,144$1.19M0.14%+2,79413F-HRTimeline
IFG Advisory, LLC18,127$1.19M0.06%+8,93713F-HRTimeline
Tradition Wealth Management, LLC17,838$1.17M0.09%-6,55613F-HRTimeline
J.W. COLE ADVISORS, INC.17,688$1.16M0.02%+11,52813F-HRTimeline
Formidable Asset Management, LLC18,561$1.15M0.19%013F-HRTimeline
CX Institutional17,411$1.14M0.04%-2,33313F-HR/ATimeline
WCG Wealth Advisors LLC17,331$1.14M0.07%+2,17613F-HRTimeline
Kendall Capital Management17,054$1.12M0.3%-1,18313F-HRTimeline
SEMPER AUGUSTUS INVESTMENTS GROUP LLC17,001$1.11M0.16%+78213F-HRTimeline
Mutual Advisors, LLC16,498$1.09M0.03%+1,27913F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC16,541$1.08M<0.01%-3413F-HRTimelineGroup
Compound Planning, Inc.16,540$1.08M0.04%-2,53513F-HRTimeline
BOOTHBAY FUND MANAGEMENT, LLC16,500$1.08M0.03%+2,90013F-HRTimeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.16,203$1.06M0.42%-21,89013F-HR/ATimelineGroup
Pathway Financial Advisors LLC16,195$1.06M0.16%+1,78613F-HRTimeline
Paladin Wealth, LLC16,128$1.06M0.82%-40513F-HRTimeline
Alpha Cubed Investments, LLC16,051$1.05M0.04%+5,85013F-HRTimeline
Collaborative Wealth Managment Inc.16,002$1.05M0.46%new13F-HRTimeline
EAGLE GLOBAL ADVISORS LLC16,000$1.05M0.04%013F-HRTimeline
Bravias Capital Group, LLC15,988$1.05M0.77%-7,64913F-HRTimeline
Wealth Management Nebraskain group Wealth Management Nebraska15,847$1.03M0.14%new13F-HRTimelineGroup
Balentine LLC15,616$1.02M0.04%new13F-HRTimeline
Mattson Financial Services, LLC15,605$1.02M0.28%-50513F-HRTimeline
Waverly Advisors, LLC15,553$1.02M0.01%+9,24113F-HRTimeline
InTrack Investment Management Inc15,346$1.01M0.68%new13F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION15,176$994K0.09%new13F-HRTimeline
Capital Management Associates, Inc14,924$978K0.31%-14,52613F-HRTimeline
Copia Wealth Management14,910$977K0.82%-1,64013F-HRTimeline
TABLEAUX LLC14,671$961K0.55%-48513F-HR/ATimeline
Clark Asset Management, LLC14,647$960K0.13%013F-HRTimeline
CENTRAL TRUST Co14,600$957K0.02%013F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC14,328$939K0.17%-22913F-HRTimeline
Headlands Technologies LLC14,175$929K0.11%+12,32813F-HRTimeline
IFG Advisors, LLC14,113$925K0.16%+2,49913F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED14,105$924K0.08%+13,29513F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.13,956$914K0.62%+2,65713F-HRTimeline
M1 Capital Management LLC13,901$911K0.46%-4,56613F-HRTimeline
Auour Investments LLC13,897$911K0.31%+7613F-HRTimeline
Graypoint LLC13,764$902K0.05%new13F-HRTimeline
Breed's Hill Capital LLC13,617$892K0.43%013F-HRTimeline
Waterloo Capital, L.P.13,497$884K0.07%+80213F-HRTimeline
Acorn Wealth Advisors, LLC13,320$873K0.32%-15513F-HRTimeline
THEORY FINANCIAL LLC13,342$869K0.33%-5,08013F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC13,136$861K0.43%new13F-HRTimeline
Financial Network Wealth Advisors LLC12,976$850K1.03%new13F-HRTimeline
U.S. Capital Wealth Advisors, LLC12,837$841K0.02%-4313F-HRTimeline
EXCALIBUR MANAGEMENT CORP12,724$834K0.31%new13F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.12,674$830K0.04%013F-HRTimelineGroup
AlphaStar Capital Management, LLC12,605$826K0.06%new13F-HRTimeline
Frederick Financial Consultants, LLC12,315$807K0.5%+3,76213F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC11,978$785K0.03%-1513F-HRTimelineGroup
Lifelong Wealth Advisors, Inc.11,950$783K0.26%-3,00813F-HRTimeline
Destiny Capital Corp/CO11,836$775K0.47%-39913F-HRTimeline
SWMG, LLC11,713$769K0.26%+3,33513F-HRTimeline