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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
Sumitomo Mitsui Trust Group, Inc.in group Sumitomo Mitsui Trust Group, …13,000,000$676M0.46%-800,00013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY7,014,152$365M0.03%+385,26513F-HR/ATimelineGroup
EVOKE WEALTH, LLC6,604,327$343M9.56%+47,34113F-HRTimeline
Cassaday & Co Wealth Management LLC5,744,426$299M8.15%+106,43313F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/4,683,654$244M0.02%+843,19413F-HRTimelineGroup
Asset Management One Co., Ltd.3,742,777$194M0.67%-274,65213F-HRTimeline
UBS Group AGin group UBS Group AG3,562,518$185M0.04%+74,22213F-HRTimelineGroup
STATE STREET CORPin group STATE STREET CORP3,062,838$159M0.01%-164,11813F-HRTimelineGroup
LPL Financial LLC2,196,980$114M0.05%+422,21313F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC2,092,817$109M0.03%+228,31713F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP2,070,717$108M0.11%-70,34313F-HRTimelineGroup
3EDGE Asset Management, LP1,935,854$101M6.21%-1,904,64413F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding1,761,909$91.6M+1,754,472Timeline
Strategic Financial Services, Inc.1,621,215$84.3M5.03%-12,46813F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC1,375,700$71.5M1.02%-57,01513F-HRTimelineGroup
Tidal Investments LLCin group Tidal Investments LLC1,322,501$68.8M0.56%-231,27613F-HRTimelineGroup
Greenline Partners, LLC1,302,178$67.7M9.48%-169,47713F-HRTimeline
Sumitomo Mitsui DS Asset Management Com…in group SUMITOMO MITSUI FINANCIAL GRO…1,298,460$67.5M0.69%+133,10013F-HRTimelineGroup
COHEN & STEERS, INC.in group COHEN & STEERS, INC.1,277,264$66.4M0.13%-21,34513F-HRTimelineGroup
Hollow Brook Wealth Management LLC1,172,215$60.9M18.72%+10,08013F-HRTimeline
CW Advisors, LLC1,124,194$58.4M0.8%-21,06913F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,121,616$58.3M0.01%+76,79513F-HRTimelineGroup
Mirae Asset Global Investments Co., Ltd.group of 2 filers holding1,101,632$57M-6,824Timeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp1,037,478$53.9M0.01%-60,49613F-HRTimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO1,026,038$53.3M0.07%+111,26513F-HRTimelineGroup
HighTower Advisors, LLC927,764$48.2M0.07%-6,31313F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC918,918$47.8M0.97%+18,33513F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…918,112$47.7M1.07%+43,96613F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding917,971$47.7M+59,022Timeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC840,500$43.7M0.02%13F-HR/ATimelineGroup
Cerity Partners LLCin group Cerity Partners LLC836,605$43.5M0.09%+13,42013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA767,737$39.9M0.01%-39,74113F-HRTimelineGroup
American Investment Services, Inc.731,403$38M6.73%-25,55613F-HR/ATimeline
NEPC LLC729,530$37.9M1.02%+156,46013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO728,424$37.9M<0.01%+551,48813F-HRTimelineGroup
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …673,779$35M0.03%-14,23913F-HRTimelineGroup
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP665,936$34.6M0.04%+5,94313F-HRTimelineGroup
Capital Planning Advisors, LLC649,170$33.8M5.21%-56,74013F-HRTimeline
CONFLUENCE INVESTMENT MANAGEMENT LLC627,966$32.6M0.45%+6,01013F-HRTimeline
MBL Wealth, LLC579,391$30.1M3.02%+2,02113F-HRTimeline
Resona Asset Management Co.,Ltd.in group Resona Asset Management Co.,L…579,100$30M0.18%+121,40013F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.559,372$29.1M0.28%+57,85013F-HRTimelineGroup
Burt Wealth Advisors549,192$28.6M7.25%-5,30313F-HRTimeline
Bluespring Wealth Management, LLC495,892$25.8M2.65%-7,44413F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC494,683$25.7M<0.01%-11,30713F-HRTimelineGroup
TOWNSQUARE CAPITAL LLC493,517$25.7M0.29%-186,31313F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.473,843$24.6M0.05%+29,44613F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC473,100$24.6M0.07%-11,39913F-HRTimelineGroup
OVERSEA-CHINESE BANKING Corp Ltdin group OVERSEA-CHINESE BANKING Corp …454,659$23.6M0.68%+2,21313F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.440,752$22.9M0.05%+24,01813F-HR/ATimelineGroup
SENTINEL PENSION ADVISORS, LLC432,786$22.5M4.17%+7,49913F-HRTimeline
Cambridge Investment Research Advisors,…393,194$20.4M0.07%-128,66313F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…378,786$19.7M0.05%+40,04513F-HRTimelineGroup
Bangor Savings Bank369,359$19.2M1.8%+21,05613F-HRTimeline
Parcion Private Wealth LLC351,765$18.3M1.4%+23,12413F-HRTimeline
Evernest Financial Advisors, LLC343,392$17.9M4.63%+45,70313F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC334,178$17.4M1.7%-18,09613F-HRTimeline
Private Advisor Group, LLC315,620$16.4M0.09%+13,93413F-HRTimeline
NOTTINGHAM ADVISORS, INC.314,793$16.4M2.08%-24,91313F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\304,131$15.8M0.02%+88,96313F-HRTimelineGroup
Fullerton Fund Management Co Ltd.302,199$15.7M0.55%-4,28613F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…288,771$15M0.01%+61,27513F-HRTimelineGroup
NavPoint Financial, Inc.283,289$14.7M11.65%-15,24013F-HRTimeline
Composition Wealth, LLC280,792$14.6M0.3%-19,43113F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding272,912$14.2M+3,989Timeline
Austin Wealth Management, LLC258,313$13.8M2.87%+9,62513F-HRTimeline
SBI Securities Co., Ltd.263,998$13.7M0.42%13F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\255,382$13.3M0.01%+5,38213F-HR/ATimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…245,150$12.7M0.02%-7,94413F-HR/ATimeline
Piedmont Capital Management, LLC237,864$12.5M7.55%-4213F-HRTimeline
Keudell/Morrison Wealth Management239,947$12.5M3.25%-1,65113F-HRTimeline
Warren Street Wealth Advisors, LLC233,960$12.2M4.99%+3,64913F-HRTimeline
PEAK FINANCIAL ADVISORS LLC225,780$11.7M6.11%-80213F-HRTimeline
Timber Creek Capital Management LLC223,331$11.6M3.35%+1,93713F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/215,922$11.2M2.36%+19,87513F-HRTimeline
CoreCap Advisors, LLC185,631$9.65M0.44%+4,96513F-HRTimeline
Farther Finance Advisors, LLC179,995$9.36M0.34%+73,63513F-HRTimeline
China Universal Asset Management Co., L…179,200$9.32M0.87%+85,00013F-HRTimeline
&PARTNERS176,103$9.26M0.11%+88,22513F-HRTimeline
R. W. Roge & Company, Inc.172,334$8.96M4.83%-6,09713F-HRTimeline
Alaska Permanent Fund Corp171,000$8.89M0.13%013F-HRTimeline
NISA INVESTMENT ADVISORS, LLC170,300$8.85M0.03%-166,90013F-HRTimeline
Encompass More Asset Management169,646$8.82M2.91%+20,13313F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC169,050$8.79M0.82%+4,77713F-HRTimeline
Mariner, LLCin group Mariner, LLC160,562$8.35M0.01%+73,23113F-HRTimelineGroup
Avid Wealth Partners LLC155,972$8.11M5.76%-9,15913F-HRTimeline
Sterling Investment Advisors, Ltd.152,904$7.95M1.93%-2,22413F-HRTimeline
MEDICI CAPITAL LLC152,540$7.93M10.22%-402,70013F-HRTimeline
MML INVESTORS SERVICES, LLC142,948$7.43M0.03%+48,51813F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/142,646$7.41M0.01%+10,40713F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC141,729$7.37M0.01%+12,05513F-HRTimeline
AIFG Consultants Ltd.141,180$7.34M11.98%-22,50813F-HRTimeline
LWM Advisory Services, LLC137,106$7.13M4.96%+115,75513F-HRTimeline
CONTINUUM WEALTH ADVISORS, LLC136,234$7.08M3.58%+7,24113F-HRTimeline
Wealth Advisory Solutions, LLC136,027$7.07M1.98%-4,71813F-HRTimeline
Hudson Capital Management LLC134,491$6.99M2.17%-8,76113F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC133,659$6.95M1.4%+34913F-HRTimeline
WR Wealth Planners, LLC133,029$6.92M2.22%+2,26113F-HRTimeline
Versant Capital Management, Inc131,882$6.86M1.48%-2,11913F-HRTimeline
Plum Street Advisors, LLC129,013$6.71M3.31%+25,07313F-HRTimeline
AE Wealth Management LLC127,842$6.65M0.06%+76,68213F-HRTimeline
Quent Capital, LLC127,376$6.62M0.69%+11,42713F-HRTimeline
Beaumont Financial Advisors, LLC126,812$6.59M0.49%+17,53313F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP126,562$6.58M0.01%+1,06713F-HRTimelineGroup
CHATHAM CAPITAL GROUP, INC.125,766$6.54M1.08%+7,68013F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC124,700$6.48M0.01%+74,50013F-HRTimeline
SYNOVUS FINANCIAL CORP124,306$6.46M0.08%-120,20813F-HRTimeline
Copley Financial Group, Inc.124,022$6.45M4.94%-14,66313F-HRTimeline
Glenview Trust Co119,208$6.2M0.12%+47413F-HRTimeline
Atria Wealth Solutions, Inc.119,071$6.19M0.07%+22,75213F-HRTimeline
Archford Capital Strategies, LLC117,927$6.13M0.93%+4,24413F-HRTimeline
JNBA Financial Advisors117,044$6.09M0.62%-8,72513F-HRTimeline
AMJ Financial Wealth Management116,319$6.05M1.68%-1,80413F-HRTimeline
MANAGED ASSET PORTFOLIOS, LLC113,611$5.91M0.88%+15413F-HRTimeline
Avior Wealth Management, LLC112,586$5.85M0.21%-13013F-HRTimeline
STAPP WEALTH MANAGEMENT, PLLC109,405$5.69M8.87%+65613F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.106,605$5.54M0.03%+1,23913F-HRTimeline
Accretive Wealth Partners, LLC106,279$5.53M2.35%-2,17313F-HRTimeline
Cedar Point Capital Partners, LLC105,243$5.47M3.7%+7,66413F-HRTimeline
Zhang Financial LLC104,476$5.43M0.31%+1,44413F-HRTimeline
TD Waterhouse Canada Inc.104,474$5.43M0.04%+37,14513F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC101,692$5.34M0.75%+3,31713F-HRTimeline
Integrity Wealth Solutions LLC99,336$5.16M2.89%+2,49813F-HRTimeline
Hobbs Group Advisors, LLC99,228$5.16M1.94%-27,48413F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management99,042$5.15M0.07%+20,12413F-HRTimelineGroup
MONEY CONCEPTS CAPITAL CORP98,514$5.12M0.38%-4,00213F-HRTimeline
Financial Enhancement Group LLC97,064$5.12M0.78%+85,66513F-HRTimeline
American Trust95,120$5.12M0.39%+88,86713F-HRTimeline
Executive Wealth Management, LLC98,081$5.1M0.4%new13F-HRTimeline
Arete Wealth Advisors, LLC97,652$5.08M0.37%-23,47213F-HRTimeline
Purus Wealth Management, LLC95,050$4.94M1.96%+9,98013F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding93,436$4.86M+8,087Timeline
Joseph Group Capital Management88,998$4.63M1.82%-225,73713F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…86,818$4.51M0.45%+51513F-HRTimelineGroup
Upper Left Wealth Management, LLC85,987$4.47M3.82%+1,17513F-HRTimeline
Walkner Condon Financial Advisors LLC84,287$4.38M0.89%-91113F-HRTimeline
ABOUND FINANCIAL, LLC83,415$4.34M2.2%13F-HRTimeline
Evercore Wealth Management, LLC82,935$4.31M0.06%+6,30013F-HRTimeline
Fortis Advisors, LLC81,895$4.26M2.79%-63513F-HRTimeline
Clark Capital Management Group, Inc.78,557$4.08M0.03%-43,79213F-HRTimeline
Janney Montgomery Scott LLC78,550$4.08M0.01%new13F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC77,733$4.04M0.51%+4,09713F-HRTimeline
COMERICA BANK75,975$3.95M0.02%+59813F-HR/ATimeline
Team Financial Group, LLC74,090$3.85M2.21%+76313F-HRTimeline
Catalyst Capital Advisors LLC73,500$3.82M0.08%013F-HRTimeline
Genesis Wealth Advisors, LLC73,022$3.8M3.31%13F-HRTimeline
Austin Private Wealth, LLC72,737$3.78M0.35%new13F-HRTimeline
Aptus Capital Advisors, LLC71,817$3.73M0.04%-3,57013F-HRTimeline
Independent Advisor Alliance70,796$3.68M0.05%+60,86513F-HRTimeline
Financial Guidance Group, Inc.70,359$3.66M2%-3,58013F-HRTimeline
Seven Post Investment Office LP69,418$3.61M1.38%+65,18313F-HRTimeline
CFS Investment Advisory Services, LLC68,918$3.58M0.32%new13F-HRTimeline
Forvis Mazars Wealth Advisors, LLC68,557$3.56M0.08%-30513F-HRTimeline
BRIGHT FINANCIAL ADVISORS, INC.68,393$3.56M2.23%+3,70613F-HRTimeline
Global Retirement Partners, LLC67,267$3.5M0.1%-6,77613F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding67,052$3.49M+7,127Timeline
FLAGSHIP HARBOR ADVISORS, LLC66,786$3.47M0.18%+6,74013F-HRTimeline
Marble Harbor Investment Counsel, LLC66,425$3.45M0.38%-10013F-HRTimeline
Lynx Investment Advisory66,416$3.45M2.36%-1,50513F-HRTimeline
CABOT WEALTH MANAGEMENT INC66,263$3.45M0.44%+3,77613F-HRTimeline
NISSAY ASSET MANAGEMENT CORP /JAPAN66,419$3.44M0.02%+17,81713F-HRTimeline
Alliance Wealth Advisors, LLC /UT65,699$3.42M0.88%-64,40713F-HRTimeline
Prime Capital Investment Advisors, LLC64,560$3.36M0.05%+2713F-HRTimeline
E Fund Management Co., Ltd.63,207$3.29M0.16%-8,81913F-HRTimeline
NDVR, Inc.62,736$3.26M3.12%new13F-HRTimeline
Integrated Advisors Network LLC62,505$3.25M0.16%-1,66513F-HRTimeline
Beckerman Institutional, LLC62,457$3.25M2.6%+88113F-HRTimeline
GWN SECURITIES INC.59,110$3.24M0.87%13F-HRTimeline
Mission Creek Capital Partners, Inc.61,096$3.18M0.69%-13513F-HRTimeline
GeoWealth Management, LLC60,660$3.15M0.1%-68,59213F-HRTimeline
Wallace Advisory Group, LLC60,496$3.15M2.18%+2,08013F-HRTimeline
Tidemark, LLC60,180$3.13M1.2%+29,76613F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…60,223$3.12M0.01%+1,16013F-HR/ATimeline
KRAEMATON INVESTMENT ADVISORS, INC59,832$3.11M3.08%+46413F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding59,049$3.07M+3,376Timeline
Luminist Capital LLC59,017$3.07M5.33%13F-HRTimeline
Paul R. Ried Financial Group, LLC57,688$3M2.1%13F-HRTimeline
Baker Ellis Asset Management LLC55,000$2.86M0.42%+1,00013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC54,835$2.85M0.09%+1,66913F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV54,648$2.84M0.01%new13F-HRTimeline
Copperwynd Financial, LLC52,576$2.73M0.75%+66813F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC52,495$2.73M1.07%+2,16513F-HRTimeline
Horst & Graben Wealth Management LLC51,705$2.69M0.48%new13F-HRTimeline
ENTREWEALTH, LLC50,408$2.66M2.45%13F-HRTimeline
CERTIOR FINANCIAL GROUP, LLC50,026$2.6M2.31%13F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC49,966$2.6M0.05%-7,00813F-HRTimelineGroup
Jacobi Capital Management LLC49,603$2.58M0.19%+2,86213F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources48,866$2.54M<0.01%-15,25613F-HRTimelineGroup
Transce3nd, LLC48,642$2.53M0.86%13F-HRTimeline
Portside Wealth Group, LLC48,496$2.52M0.42%-35,55713F-HR/ATimeline
CHOREO, LLC48,362$2.51M0.04%013F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.47,534$2.47M0.01%-8,00013F-HRTimelineGroup
Bridgewater Advisors Inc.46,001$2.44M0.25%+7,44813F-HRTimeline
Mills Wealth Advisors LLC46,474$2.42M1.37%+4613F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.46,340$2.41M0.17%-88513F-HRTimelineGroup
INTEGRITY ALLIANCE, LLC.45,410$2.36M0.26%13F-HRTimeline
Foundations Investment Advisors, LLC44,319$2.3M0.04%+5,98713F-HRTimeline
Steward Partners Investment Advisory, L…43,904$2.28M0.02%+2,68813F-HRTimeline
Salus Financial Advisors, LLC43,709$2.27M1.78%13F-HRTimeline
MONECO ADVISORS, LLC43,494$2.26M0.24%+38,03913F-HR/ATimeline