- Type / Class
- Equity / SPDR GLD MINIS
- Total 13F shares
- 12,235
- Share change
- -660
- Total reported value
- $231,731
- Price per share
- $18.94
- Number of holders
- 2
- Value change
- -$12,500
- Number of sells
- 1
Quarterly Holders Quick Answers
What is CUSIP 98149E303?
CUSIP 98149E303 identifies GLDM - World Gold Trust - SPDR GLD MINIS in SEC institutional holdings data.
Need full ownership history?
Open the full security ownership history page.
Next holder-history checks
These links keep the next click tied to holder verification, nearby quarters, or outside-13F ownership context.
- Back to full security ownership history for the broader multi-quarter picture.
- Latest 13F filings for newly reported positions across managers.
- Latest Schedule 13D/13G reports for ownership changes outside the 13F cadence.
- SEC investors directory for manager drilldown.
Explore More Reporting Periods
Jump to adjacent filing periods for faster comparison and easier crawl discovery.
Recent filing periods for CUSIP 98149E303:
Top shareholders of GLDM - World Gold Trust - SPDR GLD MINIS (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| Bank of New York Mellon Corp |
13F
|
Company |
—
class O/S missing
|
10,820,174
|
$203,419,000 | — | 30 Sep 2020 | |
| Cassaday & Co Inc. |
13F
|
Company |
—
class O/S missing
|
9,774,827
|
$183,767,000 | — | 30 Sep 2020 | |
| 3EDGE Asset Management, LP |
13F
|
Company |
—
class O/S missing
|
8,551,837
|
$160,775,000 | — | 30 Sep 2020 | |
| RGT Wealth Advisors, LLC |
13F
|
Company |
—
class O/S missing
|
6,020,278
|
$113,181,000 | — | 30 Sep 2020 | |
| MORGAN STANLEY |
13F
|
Company |
—
class O/S missing
|
5,950,100
|
$111,862,000 | — | 30 Sep 2020 | |
| EVOKE WEALTH, LLC |
13F
|
Company |
—
class O/S missing
|
5,068,986
|
$95,297,000 | — | 30 Sep 2020 | |
| LPL Financial LLC |
13F
|
Company |
—
class O/S missing
|
4,675,088
|
$87,892,000 | — | 30 Sep 2020 | |
| UBS Group AG |
13F
|
Company |
—
class O/S missing
|
3,740,464
|
$70,321,000 | — | 30 Sep 2020 | |
| CSat Investment Advisory, L.P. |
13F
|
Company |
—
class O/S missing
|
2,867,690
|
$53,913,000 | — | 30 Sep 2020 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
—
class O/S missing
|
2,702,942
|
$50,815,000 | — | 30 Sep 2020 | |
| Gradient Investments LLC |
13F
|
Company |
—
class O/S missing
|
2,667,167
|
$50,143,000 | — | 30 Sep 2020 | |
| SEI INVESTMENTS CO |
13F
|
Company |
—
class O/S missing
|
2,665,225
|
$50,136,000 | — | 30 Sep 2020 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
—
class O/S missing
|
2,662,509
|
$50,056,000 | — | 30 Sep 2020 | |
| Richard C. Young & CO., LTD. |
13F
|
Company |
—
class O/S missing
|
2,426,033
|
$45,609,000 | — | 30 Sep 2020 | |
| Capital Analysts, LLC |
13F
|
Company |
—
class O/S missing
|
2,284,297
|
$42,945,000 | — | 30 Sep 2020 | |
| Hollow Brook Wealth Management LLC |
13F
|
Company |
—
class O/S missing
|
2,215,524
|
$41,652,000 | — | 30 Sep 2020 | |
| COHEN & STEERS, INC. |
13F
|
Company |
—
class O/S missing
|
2,061,160
|
$38,750,000 | — | 30 Sep 2020 | |
| CI INVESTMENTS INC. |
13F
|
Company |
—
class O/S missing
|
2,025,771
|
$38,084,000 | — | 30 Sep 2020 | |
| ENVESTNET ASSET MANAGEMENT INC |
13F
|
Company |
—
class O/S missing
|
1,856,916
|
$34,910,000 | — | 30 Sep 2020 | |
| Raymond James Financial Services Advisors, Inc. |
13F
|
Company |
—
class O/S missing
|
1,568,022
|
$29,479,000 | — | 30 Sep 2020 | |
| American Investment Services, Inc. |
13F
|
Company |
—
class O/S missing
|
1,383,625
|
$26,012,000 | — | 30 Sep 2020 | |
| Strategic Financial Services, Inc. |
13F
|
Company |
—
class O/S missing
|
1,359,838
|
$25,565,000 | — | 30 Sep 2020 | |
| Requisite Capital Management, LLC |
13F
|
Company |
—
class O/S missing
|
1,346,379
|
$25,312,000 | — | 30 Sep 2020 | |
| PFS INVESTMENTS INC. |
13F
|
Company |
—
class O/S missing
|
1,241,323
|
$23,337,000 | — | 30 Sep 2020 | |
| Capital Planning Advisors, LLC |
13F
|
Company |
—
class O/S missing
|
1,214,138
|
$22,826,000 | — | 30 Sep 2020 | |
| Cardan Capital Partners, LLC |
13F
|
Company |
—
class O/S missing
|
1,173,252
|
$22,057,000 | — | 30 Sep 2020 | |
| Burt Wealth Advisors |
13F
|
Company |
—
class O/S missing
|
1,128,678
|
$21,219,000 | — | 30 Sep 2020 | |
| Mirae Asset Global Investments Co., Ltd. |
13F
|
Company |
—
class O/S missing
|
1,119,298
|
$21,043,000 | — | 30 Sep 2020 | |
| Forvis Mazars Wealth Advisors, LLC |
13F
|
Company |
—
class O/S missing
|
887,936
|
$16,693,000 | — | 30 Sep 2020 | |
| RAYMOND JAMES & ASSOCIATES |
13F
|
Company |
—
class O/S missing
|
867,558
|
$16,310,000 | — | 30 Sep 2020 | |
| ASSETMARK, INC |
13F
|
Company |
—
class O/S missing
|
772,956
|
$14,532,000 | — | 30 Sep 2020 | |
| Donoghue Forlines LLC |
13F
|
Company |
—
class O/S missing
|
615,891
|
$11,579,000 | — | 30 Sep 2020 | |
| GOULD ASSET MANAGEMENT LLC /CA/ |
13F
|
Company |
—
class O/S missing
|
588,071
|
$11,056,000 | — | 30 Sep 2020 | |
| Clark Capital Management Group, Inc. |
13F
|
Company |
—
class O/S missing
|
538,555
|
$10,125,000 | — | 30 Sep 2020 | |
| Covington Capital Management |
13F
|
Company |
—
class O/S missing
|
513,270
|
$9,649,000 | — | 30 Sep 2020 | |
| JNBA Financial Advisors |
13F
|
Company |
—
class O/S missing
|
450,897
|
$8,477,000 | — | 30 Sep 2020 | |
| RETIREMENT INCOME SOLUTIONS, INC |
13F
|
Company |
—
class O/S missing
|
432,094
|
$8,123,000 | — | 30 Sep 2020 | |
| Mariner, LLC |
13F
|
Company |
—
class O/S missing
|
417,828
|
$7,855,000 | — | 30 Sep 2020 | |
| DEUTSCHE BANK AG\ |
13F
|
Company |
—
class O/S missing
|
408,434
|
$7,679,000 | — | 30 Sep 2020 | |
| Stratos Wealth Partners, LTD. |
13F
|
Company |
—
class O/S missing
|
396,356
|
$7,451,000 | — | 30 Sep 2020 | |
| OSAIC HOLDINGS, INC. |
13F
|
Company |
—
class O/S missing
|
385,329
|
$7,239,000 | — | 30 Sep 2020 | |
| TPG Financial Advisors, LLC |
13F
|
Company |
—
class O/S missing
|
383,459
|
$7,209,000 | — | 30 Sep 2020 | |
| MML INVESTORS SERVICES, LLC |
13F
|
Company |
—
class O/S missing
|
380,359
|
$7,151,000 | — | 30 Sep 2020 | |
| Legacy Wealth Partners, Inc. |
13F
|
Company |
—
class O/S missing
|
347,353
|
$6,530,000 | — | 30 Sep 2020 | |
| TOWNSQUARE CAPITAL LLC |
13F
|
Company |
—
class O/S missing
|
342,367
|
$6,441,000 | — | 30 Sep 2020 | |
| Financial Management Professionals, Inc. |
13F
|
Company |
—
class O/S missing
|
332,342
|
$6,248,000 | — | 30 Sep 2020 | |
| Financial Enhancement Group LLC |
13F
|
Company |
—
class O/S missing
|
330,893
|
$6,221,000 | — | 30 Sep 2020 | |
| 20/20 Capital Management, Inc. |
13F
|
Company |
—
class O/S missing
|
306,775
|
$5,767,000 | — | 30 Sep 2020 | |
| Continuum Advisory, LLC |
13F
|
Company |
—
class O/S missing
|
285,905
|
$5,424,000 | — | 30 Sep 2020 | |
| Windsor Wealth Management, Inc. |
13F
|
Company |
—
class O/S missing
|
277,476
|
$5,258,000 | — | 30 Sep 2020 |
Institutional Holders of World Gold Trust - SPDR GLD MINIS (GLDM) as of Q4 2020
As of 31 Dec 2020,
World Gold Trust - SPDR GLD MINIS (GLDM) was held by
2 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
12,235 shares.
The largest 2 holders included
Anchor Investment Management, LLC and Halpern Financial, Inc..
This page lists
2
institutional shareholders reporting positions in this security
for the Q4 2020 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q4 2020 vs Q3 2020 Across Filers
Q3 2020 holders
2
Q4 2020 holders
2
Holder diff
0
| Investor | Q3 2020 Shares | Q4 2020 Shares | Share Diff | Share Chg % | Q3 2020 Value $ | Q4 2020 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
An asterisk sign (*) next to the price indicates that the price is likely invalid.