Skip to content
Disclosery

GLDM WORLD GOLD TR

Follow

SPDR GLD MINIS (fund), issuer CIK 1618181

866 managers (875 13F filers) reported a position in GLDM shares at 2025-12-31, 161,935,211 shares in all. 115 filers opened a position and 56 filers sold out during the quarter.

Managers
866
13F filers
875
New
115
Added
334
Reduced
257
Sold out
56
Shares held by filers
161,935,211

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Copia Wealth Management16,061$1.37M0.98%+1,13413F-HRTimeline
Wallace Advisory Group, LLC15,993$1.37M1.43%-19,75713F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC13,504$1.36M0.19%+72713F-HRTimeline
Integrated Wealth Concepts LLC15,852$1.35M0.02%+1,51313F-HRTimeline
FRG Family Wealth Advisors LLC15,655$1.34M0.21%new13F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.15,647$1.34M0.01%+1,70713F-HRTimelineGroup
Smartleaf Asset Management LLC15,540$1.33M0.05%+2,98813F-HRTimeline
Kera Capital Partners, Inc.13,822$1.33M0.16%new13F-HRTimeline
WealthPLAN Partners, LLC15,412$1.32M0.2%+79613F-HRTimeline
Capital Management Associates, Inc15,247$1.3M0.29%+59213F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION15,176$1.3M0.11%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC15,169$1.29M0.04%+33613F-HR/ATimelineGroup
Frederick Financial Consultants, LLC15,035$1.28M0.7%+75813F-HRTimeline
CX Institutional14,996$1.28M0.04%-2,41513F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …14,910$1.27M0.02%-4,22513F-HRTimelineGroup
M1 Capital Management LLC14,778$1.26M0.53%+87513F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED14,655$1.26M0.09%-6413F-HRTimeline
Mattson Financial Services, LLC14,589$1.25M0.29%-1,23713F-HRTimeline
Matrix Trust Co14,558$1.24M0.21%-24,27413F-HRTimeline
Interchange Capital Partners, LLC14,485$1.24M0.23%+2,42213F-HRTimeline
SHP Wealth Management14,346$1.22M0.1%13F-HRTimeline
CIBC WORLD MARKET INC.14,222$1.21M<0.01%+2,18513F-HRTimeline
U.S. Capital Wealth Advisors, LLC14,147$1.21M0.03%+11213F-HRTimeline
Valtinson Bruner Financial Planning LLC14,122$1.21M0.35%+43513F-HRTimeline
Clark Asset Management, LLC14,062$1.2M0.12%+23513F-HRTimeline
Waterloo Capital, L.P.14,003$1.2M0.09%+12113F-HRTimeline
Patriot Financial Group Insurance Agenc…13,779$1.18M0.14%+1,06613F-HRTimeline
CENTRAL TRUST Co13,559$1.16M0.02%-90413F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…13,444$1.15M0.01%+7,32413F-HRTimeline
Hopwood Nicholas Hunter13,388$1.14M0.37%13F-HRTimeline
Meridian Wealth Management, LLC13,382$1.14M0.04%+2,65413F-HRTimeline
Gambit Capital Management, LLC13,348$1.14M0.82%13F-HRTimeline
Nova Wealth Management, Inc.13,283$1.13M0.78%+3,15313F-HRTimeline
Compound Planning, Inc.13,266$1.13M0.03%+13713F-HRTimeline
Ausdal Financial Partners, Inc.13,213$1.13M0.05%-1,60613F-HRTimeline
Auour Investments LLC13,156$1.12M0.36%-2,09113F-HRTimeline
QUANTIFY CHAOS ADVISORS, LLC13,143$1.12M3.4%13F-HRTimeline
Signal Advisors Wealth, LLC13,123$1.12M0.09%+2,08113F-HRTimeline
HBW ADVISORY SERVICES LLC13,065$1.12M0.12%-1213F-HRTimeline
Caldwell Trust Co13,063$1.12M0.1%-3,80813F-HRTimeline
Advisory Alpha, LLC13,016$1.11M0.03%-2,56213F-HRTimeline
Cassilly Financial Group LLC12,965$1.11M0.98%13F-HRTimeline
A4 Wealth Advisors LLC12,820$1.09M0.95%-4,39213F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.12,674$1.08M0.04%013F-HRTimelineGroup
Formidable Asset Management, LLC13,956$1.07M0.16%-4,95613F-HRTimeline
MSH Capital Advisors LLC12,258$1.05M0.22%+54713F-HRTimeline
FMR LLCin group FMR LLC12,139$1.04M<0.01%+1,16413F-HRTimelineGroup
CacheTech Inc.12,113$1.03M0.19%new13F-HRTimeline
Bank of Marin12,080$1.03M0.71%013F-HRTimeline
Sovereign Financial Group, Inc.11,970$1.02M0.18%-84813F-HRTimeline
SVRN Asset Management, LLC11,947$1.02M0.84%13F-HRTimeline
HighPoint Advisor Group LLC11,859$1.01M0.02%new13F-HRTimeline
Avidian Wealth Enterprises, LLC11,811$1.01M0.04%-2,49013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.11,783$1.01M0.66%-1,56413F-HRTimeline
Parallel Advisors, LLC11,464$979K0.02%-2,63313F-HRTimeline
Quantinno Capital Management LP11,338$968K<0.01%new13F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …11,297$964K0.06%+1,83413F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC11,204$956K0.02%+95013F-HRTimelineGroup
JBR Co Financial Management Inc11,190$955K0.4%new13F-HRTimeline
Belpointe Asset Management LLC11,132$950K0.03%-1,11713F-HRTimeline
Acorn Wealth Advisors, LLC11,127$950K0.28%-813F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC11,033$942K<0.01%013F-HR/ATimelineGroup
Tempus Wealth Planning, LLC11,004$939K0.22%+48313F-HRTimeline
Triumph Capital Management10,682$912K0.2%+4113F-HRTimeline
Kovack Advisors, Inc.10,677$911K0.04%new13F-HR/ATimeline
Saxony Capital Management, LLC10,576$903K0.55%new13F-HRTimeline
Clearview Wealth Advisors LLC10,572$903K0.57%+3,03013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.10,554$901K<0.01%-11613F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV10,457$893K0.06%+1,01213F-HRTimeline
Keudell/Morrison Wealth Management10,442$891K0.19%13F-HRTimeline
Destiny Capital Corp/CO10,388$887K0.46%-1,86713F-HRTimeline
Fisher Asset Management, LLC10,351$884K<0.01%+7,72513F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT10,283$878K0.1%-87513F-HRTimeline
Prosperity Consulting Group, LLC10,273$877K0.04%-14,49313F-HRTimeline
Wedmont Private Capital9,915$874K0.03%013F-HRTimeline
JT Stratford LLC10,187$870K0.11%-32413F-HRTimeline
VERUS CAPITAL PARTNERS, LLC10,046$858K0.06%+11113F-HR/ATimeline
TOTAL INVESTMENT MANAGEMENT INC10,044$857K0.11%013F-HRTimeline
FOCUSED ALPHA, LLC10,040$857K0.25%13F-HRTimeline
Strategic Blueprint, LLC10,006$854K0.05%+1,41713F-HRTimeline
Savvy Advisors, Inc.71,234$849K0.03%+66,40813F-HRTimeline
Sigma Planning Corp9,877$843K0.02%-39513F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC9,820$838K0.03%new13F-HRTimeline
Integrated Wealth Management9,783$835K0.94%13F-HRTimeline
Gen-Wealth Partners Inc9,704$828K0.27%+2,07613F-HRTimeline
OMNI 360 Wealth, Inc.9,000$825K0.42%+2,59213F-HRTimeline
WealthTrak Capital Management LLC9,632$822K0.59%+85113F-HRTimeline
4WEALTH ADVISORS, INC.9,573$817K0.71%+28513F-HRTimeline
Arkadios Wealth Advisors9,556$816K0.02%+1,20813F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC9,545$815K0.08%+1,44113F-HRTimeline
Indiana Trust & Investment Management Co9,500$811K0.24%013F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC9,447$806K0.22%+2,83413F-HRTimeline
Quest 10 Wealth Builders, Inc.9,232$788K0.71%+8,93713F-HRTimeline
J.W. COLE ADVISORS, INC.9,952$785K0.02%-8,11813F-HRTimeline
MIDDLETON & CO INC/MA9,151$781K0.08%013F-HRTimeline
Betterment LLC9,133$780K<0.01%new13F-HRTimeline
BCM ADVISORS, LLC7,854$774K0.15%new13F-HRTimeline
WEALTH ALLIANCE, LLC9,052$773K0.08%+5,68913F-HRTimeline
Summit Financial, LLC9,036$771K0.01%-6,55413F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC9,031$771K0.09%+37913F-HRTimeline
NORDEN GROUP LLC9,030$771K0.08%-12,73713F-HRTimeline
WEDBUSH SECURITIES INC8,936$763K0.02%-3513F-HRTimeline
Shepherd Financial Partners LLC8,920$762K0.07%+20913F-HRTimeline
XML Financial, LLC8,861$756K0.06%new13F-HRTimeline
Proficio Capital Partners LLC8,685$741K0.05%new13F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding8,669$740K+2,329Timeline
TOKIO MARINE ASSET MANAGEMENT CO LTDin group TOKIO MARINE HOLDINGS, INC.8,600$734K0.03%-2,20013F-HRTimelineGroup
Beacon Financial Advisory LLC8,522$728K0.17%+4413F-HRTimeline
Alesco Advisors, LLC, An ESL Co8,470$723K0.02%013F-HRTimeline
Crews Bank & Trust8,450$721K0.1%+17513F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.8,421$719K0.25%+68013F-HRTimeline
Motiv8 Investments LLC8,415$718K0.39%+82313F-HRTimeline
XY Planning Network, Inc.8,340$712K0.12%+3,35013F-HRTimeline
RMR Wealth Builders8,323$711K0.06%+1,70713F-HRTimeline
Alpha Financial Partners LLC8,160$697K0.43%-53513F-HRTimeline
SOL Capital Management CO8,150$696K0.06%new13F-HRTimeline
Hobbs Wealth Management, LLC8,131$694K0.68%+67313F-HRTimeline
Modera Wealth Management, LLC8,106$692K0.01%+31513F-HRTimeline
CENTAURUS FINANCIAL, INC.8,106$692K0.03%+3,00413F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…8,051$687K0.01%+1,39013F-HRTimelineGroup
MKT Advisors LLC7,799$686K0.23%+49513F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…7,977$681K<0.01%+5,20813F-HRTimelineGroup
ArborFi Advisors, LLC7,946$678K0.55%-35313F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC7,900$674K<0.01%+96613F-HRTimelineGroup
Stonebridge Financial Group, LLC7,893$674K0.06%+4,66213F-HRTimeline
Safe Harbor Wealth Advisors, LLC6,861$667K0.65%13F-HRTimeline
MATHER GROUP, LLC.7,780$664K0.01%-93913F-HRTimeline
Catalina Capital Group, LLC7,777$664K0.41%+1,28613F-HRTimeline
Integrity Advisory Solutions, LLC7,748$661K0.1%+3,58913F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC7,661$654K0.24%-85413F-HRTimeline
Dynamic Advisor Solutions LLC7,614$650K0.02%-28513F-HRTimeline
Intrua Financial, LLC7,606$649K0.07%+32513F-HRTimeline
APPLETON PARTNERS INC/MA7,601$649K0.04%+40213F-HRTimeline
RDA Financial Network7,594$648K0.16%-8013F-HRTimeline
Latitude Advisors, LLC7,582$647K0.28%new13F-HRTimeline
Clear Creek Financial Management, LLC7,406$632K0.05%+1,43913F-HRTimeline
World Investment Advisors7,210$616K0.01%new13F-HR/ATimeline
Advisors Capital Management, LLC7,159$611K0.01%-12313F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO7,156$611K0.01%-12213F-HRTimeline
Oakmont Advisory Group, LLC7,001$598K0.64%13F-HRTimeline
Miller Global Investments, LLC6,994$597K0.54%13F-HRTimeline
Tactive Advisors, LLC6,972$595K0.17%-60213F-HRTimeline
High Falls Advisors, Inc6,968$595K0.12%+36713F-HRTimeline
SUTTON PLACE INVESTORS LLC6,899$589K0.32%-60113F-HRTimeline
Eldridge Investment Advisors, Inc.6,862$586K0.13%+1,48013F-HRTimeline
Fiscal Wisdom Wealth Management, LLC6,848$585K0.55%+1,00913F-HRTimeline
Financial Network Wealth Advisors LLC6,827$583K0.61%-8,77713F-HRTimeline
PRIVATE TRUST CO NA6,790$580K0.05%+28013F-HRTimeline
Able Wealth Management LLC6,703$572K0.18%+2,00113F-HRTimeline
Hamilton Capital, LLC6,674$570K0.03%13F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC6,587$562K0.04%+91413F-HRTimeline
Aberdeen Group plcin group Aberdeen Group plc6,561$560K<0.01%new13F-HRTimelineGroup
Millstone Evans Group, LLC6,499$555K0.33%+3,82213F-HRTimeline
Spectrum Planning & Advisory Services I…6,363$543K0.28%+7013F-HRTimeline
SENTINEL TRUST CO LBA6,355$543K0.05%new13F-HRTimeline
ROMAN BUTLER FULLERTON & CO5,560$541K0.14%-39513F-HRTimeline
Decker Wealth Management LLC6,335$541K0.12%13F-HRTimeline
King Wealth Management Group6,301$538K0.06%new13F-HRTimeline
Fortis Capital Advisors, LLC6,264$535K0.08%+8613F-HRTimeline
Weil Company, Inc.6,248$533K0.12%013F-HRTimeline
Ares Financial Consulting, LLC6,142$524K0.5%13F-HRTimeline
MBE Wealth Management, LLC6,120$522K0.22%-65013F-HRTimeline
Sound View Wealth Advisors Group, LLC6,105$521K0.03%013F-HRTimeline
Souders Financial Advisors6,010$513K0.06%new13F-HRTimeline
Bauman Advisory Group, LLC5,997$512K0.41%13F-HRTimeline
Selective Wealth Management, Inc.5,602$511K0.16%+49113F-HRTimeline
Etesian Wealth Advisors, Inc.5,978$510K0.16%013F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…5,959$509K0.06%new13F-HRTimeline
Investor's Fiduciary Advisor Network, L…5,952$508K0.11%+5713F-HRTimeline
Anchor Investment Management, LLC5,949$508K0.04%013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC5,923$506K0.02%new13F-HRTimeline
Redhawk Wealth Advisors, Inc.5,910$505K0.06%013F-HRTimeline
Kohmann Bosshard Financial Services, LLC5,839$498K0.04%+62513F-HRTimeline
HOWARD BAILEY SECURITIES, LLC5,822$497K0.2%new13F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC5,800$495K<0.01%-206,10013F-HRTimeline
Triad Wealth Partners, LLC5,741$490K0.05%+1,02013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC5,723$489K0.01%-2,14513F-HR/ATimeline
HARBOR CAPITAL ADVISORS, INC.5,685$485K0.04%new13F-HRTimeline
Global View Capital Management LLC5,647$482K0.09%-1,19313F-HRTimeline
K2 Financial Inc.5,430$481K0.37%-6,39913F-HRTimeline
Annex Advisory Services, LLC5,599$478K0.01%new13F-HRTimeline
Oceanside Advisors LLC5,596$478K0.29%-79213F-HRTimeline
McAdam, LLC5,579$476K0.02%-513F-HRTimeline
Almanack Investment Partners, LLC.5,505$470K0.08%-63013F-HRTimeline
First National Trust Co5,502$470K0.02%+94413F-HRTimeline
ShoreHaven Wealth Partners, LLC5,450$465K0.17%013F-HRTimeline
Emergent Wealth Advisors, LLC5,439$464K0.26%+73613F-HRTimeline
Range Financial Group LLC5,345$456K0.16%+2,60013F-HRTimeline
WASHINGTON TRUST Co5,343$456K0.01%+27013F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.5,340$456K0.17%+1,44013F-HRTimeline
HM PAYSON & CO5,250$448K0.01%013F-HRTimeline
Valeo Financial Advisors, LLC5,228$446K0.01%+1,19413F-HRTimeline
HB Wealth Management, LLC5,205$444K<0.01%+82313F-HRTimeline
Sowell Financial Services LLC5,142$439K0.02%-23013F-HRTimeline
Capstone Financial Advisors, Inc.5,139$439K0.02%-32813F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC5,138$439K0.1%+67313F-HRTimeline
GWN SECURITIES INC.5,036$430K0.09%+58813F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management5,035$430K0.01%-1413F-HRTimelineGroup
FWG Investments, LLC.5,034$430K0.27%+50513F-HRTimeline
Range Advisory, LLC5,014$428K0.11%13F-HRTimeline