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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
N.E.W. Advisory Services LLC4,937$257K0.02%new13F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.4,877$254K0.01%+20013F-HR/ATimelineGroup
United Asset Strategies, Inc.4,836$251K0.02%new13F-HRTimeline
Entruity Wealth, LLC4,830$251K0.25%13F-HRTimeline
Matrix Trust Co4,756$247K0.04%-4,90513F-HRTimeline
EP Wealth Advisors, LLC4,614$240K<0.01%+36913F-HRTimeline
Comprehensive Money Management Services…4,579$238K0.2%13F-HRTimeline
Redhawk Wealth Advisors, Inc.4,550$237K0.03%+23213F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.4,518$235K0.01%013F-HRTimelineGroup
VICTORY CAPITAL MANAGEMENT INC4,502$234K<0.01%-21513F-HRTimeline
WestEnd Advisors, LLC4,502$234K0.01%-21513F-HRTimeline
REGIMEN WEALTH, LLC4,485$233K0.08%-5,13913F-HRTimeline
J.W. COLE ADVISORS, INC.4,472$232K0.01%+6513F-HRTimeline
Selective Wealth Management, Inc.4,368$232K0.09%013F-HRTimeline
Eldridge Investment Advisors, Inc.4,434$231K0.05%013F-HRTimeline
Perigon Wealth Management, LLC4,273$230K0.01%-8,88913F-HRTimeline
High Falls Advisors, Inc4,403$229K0.05%new13F-HRTimeline
Community Bank, N.A.4,377$228K0.03%-15513F-HRTimeline
CENTAURUS FINANCIAL, INC.4,339$226K0.01%new13F-HRTimeline
Clear Creek Financial Management, LLC4,340$226K0.02%new13F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC4,273$222K0.11%new13F-HRTimeline
Boyce & Associates Wealth Consulting, I…4,237$220K0.22%013F-HRTimeline
First National Trust Co4,188$218K0.01%-5213F-HRTimeline
SUTTON PLACE INVESTORS LLC4,144$215K0.12%new13F-HRTimeline
RDA Financial Network4,059$211K0.06%new13F-HRTimeline
NOESIS CAPITAL MANGEMENT CORP4,044$210K0.04%013F-HRTimeline
CARDIFF PARK ADVISORS, LLC3,987$207K0.02%013F-HRTimeline
Bell Investment Advisors, Inc3,985$207K0.04%013F-HRTimeline
Modern Wealth Management, LLC3,950$205K0.01%-3,77613F-HR/ATimeline
Lido Advisors, LLCin group Lido Advisors, LLC3,920$204K<0.01%-7713F-HRTimelineGroup
MOSAIC FAMILY WEALTH PARTNERS, LLC3,918$204K0.03%-3913F-HRTimeline
PRIVATE TRUST CO NA3,914$203K0.02%-2,98013F-HRTimeline
IFP Advisors, Inc3,492$182K0.01%+9813F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC3,048$158K<0.01%-7713F-HRTimeline
Gen-Wealth Partners Inc2,938$153K0.07%new13F-HRTimeline
Sanctuary Wealth Management, L.L.C.2,872$149K0.1%+1,41513F-HRTimeline
Federation des caisses Desjardins du Qu…2,835$147K<0.01%+13713F-HRTimeline
Allworth Financial LP2,636$144K<0.01%+21613F-HRTimeline
Larson Financial Group LLC2,575$134K0.01%013F-HRTimeline
Washington Trust Advisors, Inc.2,444$127K0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,428$126K<0.01%+2,00113F-HRTimelineGroup
Capital A Wealth Management, LLC2,420$126K0.21%13F-HRTimeline
Laurel Wealth Advisors LLC2,368$123K0.02%013F-HRTimeline
WealthTrak Capital Management LLC2,273$118K0.1%13F-HRTimeline
Semmax Financial Advisors Inc.2,030$118K0.03%new13F-HRTimeline
Rosenberg Matthew Hamilton2,044$106K0.03%new13F-HRTimeline
CWM, LLCin group CWM, LLC1,908$99K<0.01%+58013F-HRTimelineGroup
Parkside Financial Bank & Trust1,898$98.7K0.01%013F-HRTimeline
BFSG, LLC1,877$97.6K0.01%013F-HRTimeline
Stonebridge Financial Group, LLC1,721$89.5K0.01%13F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC1,600$83.2K0.03%new13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC1,517$78.9K<0.01%new13F-HRTimelineGroup
Hartford Financial Management Inc.1,459$75.9K0.02%-3613F-HRTimeline
Glass Jacobson Investment Advisors llc1,429$74.3K0.02%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
GPS Wealth Strategies Group, LLC1,350$70.2K0.01%new13F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich1,178$67.6K<0.01%+8113F-HRTimeline
First Horizon Advisors, Inc.1,256$65.3K<0.01%013F-HRTimeline
Caitlin John, LLC1,195$62.1K0.04%-14813F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors1,152$59.9K0.01%-54313F-HRTimelineGroup
Van Hulzen Asset Management, LLC1,067$55.5K<0.01%new13F-HRTimeline
BARRETT & COMPANY, INC.1,020$53K0.02%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.897$46.6K<0.01%013F-HRTimelineGroup
Northwest Capital Management Inc850$44.2K0.02%013F-HRTimeline
Key Financial Inc837$43.5K0.01%013F-HRTimeline
FIRST COMMUNITY TRUST NA835$43.4K0.03%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC825$42.9K<0.01%013F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.800$41.6K0.02%13F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC700$36.4K0.01%new13F-HRTimeline
Beaird Harris Wealth Management, LLC662$34.4K<0.01%013F-HRTimeline
TRUST CO OF VERMONT628$32.6K<0.01%013F-HRTimeline
FLP Wealth Management, LLC554$28.8K0.07%13F-HRTimeline
Smartleaf Asset Management LLC532$27.5K<0.01%013F-HRTimeline
HBC Financial Services, PLLC511$26K0.02%013F-HRTimeline
Plante Moran Financial Advisors, LLC449$23.3K<0.01%013F-HRTimeline
IAG Wealth Partners, LLC425$22.1K<0.01%new13F-HRTimeline
Financial Management Professionals, Inc.420$21.8K<0.01%013F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC366$19K<0.01%+213F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…358$18.6K<0.01%+21813F-HRTimelineGroup
Geneos Wealth Management Inc.303$15.8K<0.01%013F-HRTimeline
Minot DeBlois Advisors LLC288$15K0.01%13F-HRTimeline
WFA Asset Management Corp287$14.9K0.01%new13F-HRTimeline
Tradewinds Capital Management, LLC246$12.8K<0.01%new13F-HRTimeline
Wilmington Savings Fund Society, FSB236$12.3K<0.01%013F-HRTimeline
PSI Advisors, LLC233$12.1K<0.01%new13F-HRTimeline
Park Square Financial Group, LLC232$12.1K0.01%13F-HRTimeline
TUCKER ASSET MANAGEMENT LLC228$11.9K<0.01%+7113F-HRTimeline
Main Street Group, LTD227$11.8K<0.01%013F-HRTimeline
Financial Perspectives, Inc217$11.3K<0.01%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC200$10.4K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Bogart Wealth, LLC174$9.05K<0.01%+2013F-HRTimeline
Householder Group Estate & Retirement S…182$9K0.01%-1,20613F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…169$8.79K<0.01%+13813F-HRTimeline
MCF Advisors LLC158$8.21K<0.01%-17213F-HRTimeline
Archer Investment Corp155$8.06K<0.01%013F-HRTimeline
TD Capital Management LLC154$8.01K<0.01%013F-HRTimeline
Pacifica Partners Inc.140$7.38K<0.01%013F-HRTimeline
SIGNATUREFD, LLC125$6.5K<0.01%+2513F-HRTimeline
Accredited Wealth Management, LLC125$6.5K0.01%13F-HRTimeline
Deane Retirement Strategies, Inc.107$5.56K<0.01%+1313F-HRTimeline
AdvisorNet Financial, Inc104$5.41K<0.01%013F-HRTimeline
WHITTIER TRUST CO101$5.25K<0.01%-3513F-HRTimeline
Innovative Advisory Group, LLC100$5.2K<0.01%13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…99$5.15K<0.01%013F-HRTimelineGroup
Sunbelt Securities, Inc.98$5.06K<0.01%013F-HRTimeline
HHM Wealth Advisors, LLC90$4.68K<0.01%new13F-HRTimeline
Sandy Spring Bank82$4.26K<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.79$4.11K<0.01%13F-HRTimeline
FIRST FINANCIAL CORP /IN/76$3.95K<0.01%013F-HRTimeline
High Note Wealth, LLC75$3.9K<0.01%new13F-HRTimeline
Valued Wealth Advisors LLC61$3.17K<0.01%013F-HRTimeline
Spectrum Wealth Counsel, LLC60$3.12K<0.01%013F-HRTimeline
Creekmur Asset Management LLC50$2.6K<0.01%013F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV49$2K<0.01%013F-HRTimeline
LGT Financial Advisors LLC34$1.77K<0.01%new13F-HRTimeline
Raleigh Capital Management Inc.33$1.72K<0.01%013F-HRTimeline
WEBSTER BANK, N. A.32$1.66K<0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC29$1.51K<0.01%-1,889,93813F-HRTimelineGroup
Hillsdale Investment Management Inc.27$1.4K<0.01%013F-HRTimeline
OARSMAN CAPITAL, INC.25$1.3K<0.01%013F-HRTimeline
Nemes Rush Group LLC25$1.3K<0.01%-3,95113F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.23$1.2K<0.01%013F-HRTimeline
Covestor Ltd20$1K<0.01%+113F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP15$780<0.01%new13F-HRTimeline
Glen Eagle Advisors, LLC11$572<0.01%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP10$520<0.01%013F-HRTimelineGroup
Parallel Advisors, LLC7$364<0.01%-713F-HRTimeline
Creative Capital Management Investments…4$208<0.01%new13F-HRTimeline
American Capital Advisory, LLC4$208<0.01%013F-HRTimeline
Redwood Park Advisors LLC2$104<0.01%13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.