- Info
- Financials
- Holders: GLDM, GLDM
- Type / Class
- Equity / SPDR GLD MINIS
- Total 13F shares
- 11,922
- Share change
- 0
- Total reported value
- $209,946
- Price per share
- $17.61
- Number of holders
- 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 |
|---|---|---|---|---|---|---|---|---|
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP |
13F
|
Company |
—
class O/S missing
|
16,890,996
|
$287,147,000 | — | 31 Mar 2021 | |
| Sumitomo Mitsui Trust Group, Inc. |
13F
|
Company |
—
class O/S missing
|
15,600,000
|
$265,200,000 | — | 31 Mar 2021 | |
| Cassaday & Co Inc. |
13F
|
Company |
—
class O/S missing
|
10,447,027
|
$177,599,000 | — | 31 Mar 2021 | |
| 3EDGE Asset Management, LP |
13F
|
Company |
—
class O/S missing
|
10,087,907
|
$171,494,000 | — | 31 Mar 2021 | |
| MORGAN STANLEY |
13F
|
Company |
—
class O/S missing
|
9,501,381
|
$161,523,000 | — | 31 Mar 2021 | |
| Tidal Investments LLC |
13F
|
Company |
—
class O/S missing
|
8,001,219
|
$136,020,000 | — | 31 Mar 2021 | |
| RGT Wealth Advisors, LLC |
13F
|
Company |
—
class O/S missing
|
6,809,974
|
$115,770,000 | — | 31 Mar 2021 | |
| Bank of New York Mellon Corp |
13F
|
Company |
—
class O/S missing
|
5,875,650
|
$99,886,000 | — | 31 Mar 2021 | |
| EVOKE WEALTH, LLC |
13F
|
Company |
—
class O/S missing
|
5,800,225
|
$98,604,000 | — | 31 Mar 2021 | |
| UBS Group AG |
13F
|
Company |
—
class O/S missing
|
5,102,672
|
$86,745,000 | — | 31 Mar 2021 | |
| SEI INVESTMENTS CO |
13F
|
Company |
—
class O/S missing
|
3,801,462
|
$66,831,000 | — | 31 Mar 2021 | |
| COHEN & STEERS, INC. |
13F
|
Company |
—
class O/S missing
|
3,343,560
|
$56,841,000 | — | 31 Mar 2021 | |
| Mirae Asset Global Investments Co., Ltd. |
13F
|
Company |
—
class O/S missing
|
3,246,946
|
$55,198,000 | — | 31 Mar 2021 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
—
class O/S missing
|
2,829,890
|
$48,109,000 | — | 31 Mar 2021 | |
| Gradient Investments LLC |
13F
|
Company |
—
class O/S missing
|
2,573,984
|
$43,758,000 | — | 31 Mar 2021 | |
| Pinnacle Advisory Group, Inc. |
13F
|
Company |
—
class O/S missing
|
2,223,651
|
$37,802,000 | — | 31 Mar 2021 | |
| Hollow Brook Wealth Management LLC |
13F
|
Company |
—
class O/S missing
|
2,155,243
|
$36,639,000 | — | 31 Mar 2021 | |
| ENVESTNET ASSET MANAGEMENT INC |
13F
|
Company |
—
class O/S missing
|
2,009,578
|
$34,163,000 | — | 31 Mar 2021 | |
| LPL Financial LLC |
13F
|
Company |
—
class O/S missing
|
1,765,759
|
$30,018,000 | — | 31 Mar 2021 | |
| Strategic Financial Services, Inc. |
13F
|
Company |
—
class O/S missing
|
1,741,853
|
$29,612,000 | — | 31 Mar 2021 | |
| Richard C. Young & CO., LTD. |
13F
|
Company |
—
class O/S missing
|
1,727,754
|
$29,372,000 | — | 31 Mar 2021 | |
| American Investment Services, Inc. |
13F
|
Company |
—
class O/S missing
|
1,711,721
|
$29,099,000 | — | 31 Mar 2021 | |
| Advisory Alpha, LLC |
13F
|
Company |
—
class O/S missing
|
1,553,734
|
$26,413,000 | — | 31 Mar 2021 | |
| PFS INVESTMENTS INC. |
13F
|
Company |
—
class O/S missing
|
1,533,378
|
$26,067,000 | — | 31 Mar 2021 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
—
class O/S missing
|
1,457,732
|
$24,781,000 | — | 31 Mar 2021 | |
| HighTower Advisors, LLC |
13F
|
Company |
—
class O/S missing
|
1,355,401
|
$23,005,000 | — | 31 Mar 2021 | |
| Capital Planning Advisors, LLC |
13F
|
Company |
—
class O/S missing
|
1,315,665
|
$22,366,000 | — | 31 Mar 2021 | |
| BRANDYWINE OAK PRIVATE WEALTH LLC |
13F
|
Company |
—
class O/S missing
|
1,298,707
|
$22,078,000 | — | 31 Mar 2021 | |
| Raymond James Financial Services Advisors, Inc. |
13F
|
Company |
—
class O/S missing
|
1,191,340
|
$20,253,000 | — | 31 Mar 2021 | |
| Burt Wealth Advisors |
13F
|
Company |
—
class O/S missing
|
1,163,846
|
$19,785,000 | — | 31 Mar 2021 | |
| Cardan Capital Partners, LLC |
13F
|
Company |
—
class O/S missing
|
1,076,640
|
$18,303,000 | — | 31 Mar 2021 | |
| ASSETMARK, INC |
13F
|
Company |
—
class O/S missing
|
1,014,082
|
$17,239,000 | — | 31 Mar 2021 | |
| RAYMOND JAMES & ASSOCIATES |
13F
|
Company |
—
class O/S missing
|
911,337
|
$15,493,000 | — | 31 Mar 2021 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
—
class O/S missing
|
758,864
|
$12,867,000 | — | 31 Mar 2021 | |
| Geneos Wealth Management Inc. |
13F
|
Company |
—
class O/S missing
|
696,655
|
$12,261,000 | — | 31 Mar 2021 | |
| STIFEL FINANCIAL CORP |
13F
|
Company |
—
class O/S missing
|
624,105
|
$10,610,000 | — | 31 Mar 2021 | |
| QUEST CAPITAL MANAGEMENT INC /ADV |
13F
|
Company |
—
class O/S missing
|
611,742
|
$10,400,000 | — | 31 Mar 2021 | |
| Financial Management Professionals, Inc. |
13F
|
Company |
—
class O/S missing
|
561,527
|
$9,546,000 | — | 31 Mar 2021 | |
| NOTTINGHAM ADVISORS, INC. |
13F
|
Company |
—
class O/S missing
|
545,017
|
$9,265,000 | — | 31 Mar 2021 | |
| JNBA Financial Advisors |
13F
|
Company |
—
class O/S missing
|
544,776
|
$9,261,000 | — | 31 Mar 2021 | |
| Donoghue Forlines LLC |
13F
|
Company |
—
class O/S missing
|
537,985
|
$9,146,000 | — | 31 Mar 2021 | |
| OSAIC HOLDINGS, INC. |
13F
|
Company |
—
class O/S missing
|
528,513
|
$8,982,000 | — | 31 Mar 2021 | |
| Financial Enhancement Group LLC |
13F
|
Company |
—
class O/S missing
|
498,145
|
$8,468,000 | — | 31 Mar 2021 | |
| MBL Wealth, LLC |
13F
|
Company |
—
class O/S missing
|
483,661
|
$8,222,000 | — | 31 Mar 2021 | |
| TPG Financial Advisors, LLC |
13F
|
Company |
—
class O/S missing
|
477,211
|
$8,113,000 | — | 31 Mar 2021 | |
| Timber Creek Capital Management LLC |
13F
|
Company |
—
class O/S missing
|
475,432
|
$8,082,000 | — | 31 Mar 2021 | |
| Requisite Capital Management, LLC |
13F
|
Company |
—
class O/S missing
|
470,579
|
$8,000,000 | — | 31 Mar 2021 | |
| DEUTSCHE BANK AG\ |
13F
|
Company |
—
class O/S missing
|
460,000
|
$7,820,000 | — | 31 Mar 2021 | |
| MERCER GLOBAL ADVISORS INC /ADV |
13F
|
Company |
—
class O/S missing
|
452,750
|
$7,697,000 | — | 31 Mar 2021 | |
| Kelman-Lazarov, Inc. |
13F
|
Company |
—
class O/S missing
|
445,248
|
$7,569,000 | — | 31 Mar 2021 |
Institutional Holders of World Gold Trust - SPDR GLD MINIS (GLDM) as of Q2 2021
As of 30 Jun 2021,
World Gold Trust - SPDR GLD MINIS (GLDM) was held by
1 institutional
shareholder
that filed Form 13F with the SEC.
Together, they reported ownership of
11,922 shares.
The largest 1 holders included
Anchor Investment Management, LLC.
This page lists
1
institutional shareholders reporting positions in this security
for the Q2 2021 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q2 2021 vs Q1 2021 Across Filers
Q1 2021 holders
1
Q2 2021 holders
1
Holder diff
0
| Investor | Q1 2021 Shares | Q2 2021 Shares | Share Diff | Share Chg % | Q1 2021 Value $ | Q2 2021 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.