Security key
98149E204
- Security type / class
- Equity / ETF
- Total 13F shares
- 1,006,770
- Total 13F value
- $62,308,899
- Share change
- +37,598
- SEC-reported price per share
- $61.89
- Number of holders
- 4
- Value change
- +$2,326,867
- Number of buys
- 2
- Number of sells
- 2
Report period
Q1 2025
Institutions
4
Top holders
4
GLDM full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q2 2025
Previous quarter: Q4 2024
World Gold Trust SEC filings
World Gold Trust company facts
Broader feeds
Reporting periods
Holder history for CUSIP 98149E204
Recent filing periods:
Ownership snapshot
Top reported holders of GLDM - SPDR Gold Mini ETF - ETF (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
Sumitomo Mitsui Trust Gro...
Disclosed value leader
Sumitomo Mitsui Trust Gro...
Comparable rows
0/15
Latest evidence
31 Dec 2024
13F
Highest disclosed value: $675,870,000
15 rows are not safely comparable across share classes.
Showing 1-6 of 15 holder rows.
Quick read
Sumitomo Mitsui Trust Group, Inc. has the largest disclosed position value at $675.87M.
0 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Disclosed position value
Top 5
Sumitomo Mitsui Trust Group, Inc.
$675.87M
MORGAN STANLEY
$364.67M
EVOKE WEALTH, LLC
$343.36M
Cassaday & Co Wealth Management LLC
$298.65M
BANK OF AMERICA CORP /DE/
$243.5M
Value bars compare disclosed positions; verify each figure against the linked filing evidence.
Detailed SEC evidence table Showing 1-6 of 15 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| Sumitomo Mitsui Trust Group, Inc. |
13F
Company
|
—
class O/S missing
|
$675,870,000
13,000,000 shares
|
— | 31 Dec 2024 |
| MORGAN STANLEY |
13F
Company
|
—
class O/S missing
|
$364,665,789
7,014,152 shares
|
— | 31 Dec 2024 |
| EVOKE WEALTH, LLC |
13F
Company
|
—
class O/S missing
|
$343,358,951
6,604,327 shares
|
— | 31 Dec 2024 |
| Cassaday & Co Wealth Management LLC |
13F
Company
|
—
class O/S missing
|
$298,652,708
5,744,426 shares
|
— | 31 Dec 2024 |
| BANK OF AMERICA CORP /DE/ |
13F
Company
|
—
class O/S missing
|
$243,503,151
4,683,654 shares
|
— | 31 Dec 2024 |
| Asset Management One Co., Ltd. |
13F
Company
|
—
class O/S missing
|
$193,913,276
3,742,777 shares
|
— | 31 Dec 2024 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
13F holder rows
Institutional holders as of Q1 2025
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
4
Shares
1,006,770
Rows available
4
| Investor | Option | Weight % | Change % | SEC-reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.
Compare Q1 2025 vs Q4 2024 Across Filers
Q4 2024 holders
3
Q1 2025 holders
4
Holder diff
1
| Investor | Q4 2024 Shares | Q1 2025 Shares | Share Diff | Share Chg % | Q4 2024 value | Q1 2025 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend