- Info
- Financials
- Holders: GLDM, GLDM
- Type / Class
- Equity / SPDR GLD MINIS
- Total 13F shares
- 288,987
- Share change
- 0
- Total reported value
- $11,274,111
- Price per share
- $18.23
- Number of holders
- 3
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 |
|---|---|---|---|---|---|---|---|---|
| Sumitomo Mitsui Trust Group, Inc. |
13F
|
Company |
—
class O/S missing
|
17,800,000
|
$310,788,000 | — | 30 Sep 2021 | |
| Cassaday & Co Inc. |
13F
|
Company |
—
class O/S missing
|
14,610,095
|
$255,092,000 | — | 30 Sep 2021 | |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP |
13F
|
Company |
—
class O/S missing
|
13,234,800
|
$231,079,000 | — | 30 Sep 2021 | |
| 3EDGE Asset Management, LP |
13F
|
Company |
—
class O/S missing
|
10,602,522
|
$185,120,000 | — | 30 Sep 2021 | |
| Tidal Investments LLC |
13F
|
Company |
—
class O/S missing
|
8,237,271
|
$143,823,000 | — | 30 Sep 2021 | |
| RGT Wealth Advisors, LLC |
13F
|
Company |
—
class O/S missing
|
7,709,303
|
$134,604,000 | — | 30 Sep 2021 | |
| MORGAN STANLEY |
13F
|
Company |
—
class O/S missing
|
7,238,947
|
$126,392,000 | — | 30 Sep 2021 | |
| EVOKE WEALTH, LLC |
13F
|
Company |
—
class O/S missing
|
6,842,460
|
$119,343,000 | — | 30 Sep 2021 | |
| UBS Group AG |
13F
|
Company |
—
class O/S missing
|
4,159,043
|
$72,618,000 | — | 30 Sep 2021 | |
| Bank of New York Mellon Corp |
13F
|
Company |
—
class O/S missing
|
3,418,898
|
$59,694,000 | — | 30 Sep 2021 | |
| Mirae Asset Global Investments Co., Ltd. |
13F
|
Company |
—
class O/S missing
|
3,217,881
|
$56,184,000 | — | 30 Sep 2021 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
—
class O/S missing
|
3,039,940
|
$53,076,000 | — | 30 Sep 2021 | |
| Gradient Investments LLC |
13F
|
Company |
—
class O/S missing
|
2,982,917
|
$52,082,000 | — | 30 Sep 2021 | |
| ENVESTNET ASSET MANAGEMENT INC |
13F
|
Company |
—
class O/S missing
|
2,453,634
|
$42,840,000 | — | 30 Sep 2021 | |
| Advisory Alpha, LLC |
13F
|
Company |
—
class O/S missing
|
2,223,558
|
$38,824,000 | — | 30 Sep 2021 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
—
class O/S missing
|
2,182,751
|
$38,111,000 | — | 30 Sep 2021 | |
| Strategic Financial Services, Inc. |
13F
|
Company |
—
class O/S missing
|
1,985,244
|
$34,662,000 | — | 30 Sep 2021 | |
| American Investment Services, Inc. |
13F
|
Company |
—
class O/S missing
|
1,814,303
|
$31,678,000 | — | 30 Sep 2021 | |
| Hollow Brook Wealth Management LLC |
13F
|
Company |
—
class O/S missing
|
1,611,695
|
$28,140,000 | — | 30 Sep 2021 | |
| Richard C. Young & CO., LTD. |
13F
|
Company |
—
class O/S missing
|
1,610,636
|
$28,122,000 | — | 30 Sep 2021 | |
| PFS INVESTMENTS INC. |
13F
|
Company |
—
class O/S missing
|
1,525,690
|
$27,661,000 | — | 30 Sep 2021 | |
| BRANDYWINE OAK PRIVATE WEALTH LLC |
13F
|
Company |
—
class O/S missing
|
1,616,207
|
$25,773,000 | — | 30 Sep 2021 | |
| Money Design Co.,Ltd. |
13F
|
Company |
—
class O/S missing
|
1,438,217
|
$25,111,000 | — | 30 Sep 2021 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
—
class O/S missing
|
1,421,743
|
$24,823,000 | — | 30 Sep 2021 | |
| Capital Planning Advisors, LLC |
13F
|
Company |
—
class O/S missing
|
1,382,622
|
$24,141,000 | — | 30 Sep 2021 | |
| COHEN & STEERS, INC. |
13F
|
Company |
—
class O/S missing
|
1,247,760
|
$21,786,000 | — | 30 Sep 2021 | |
| LPL Financial LLC |
13F
|
Company |
—
class O/S missing
|
1,203,089
|
$21,006,000 | — | 30 Sep 2021 | |
| Financial Enhancement Group LLC |
13F
|
Company |
—
class O/S missing
|
1,086,143
|
$18,964,000 | — | 30 Sep 2021 | |
| Burt Wealth Advisors |
13F
|
Company |
—
class O/S missing
|
1,085,325
|
$18,950,000 | — | 30 Sep 2021 | |
| CITADEL ADVISORS LLC |
13F
|
Company |
—
class O/S missing
|
1,071,997
|
$18,717,000 | — | 30 Sep 2021 | |
| Cardan Capital Partners, LLC |
13F
|
Company |
—
class O/S missing
|
1,059,306
|
$18,495,000 | — | 30 Sep 2021 | |
| ASSETMARK, INC |
13F
|
Company |
—
class O/S missing
|
1,055,628
|
$18,431,000 | — | 30 Sep 2021 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
—
class O/S missing
|
920,909
|
$16,080,000 | — | 30 Sep 2021 | |
| TOWNSQUARE CAPITAL LLC |
13F
|
Company |
—
class O/S missing
|
893,454
|
$15,598,000 | — | 30 Sep 2021 | |
| Timber Creek Capital Management LLC |
13F
|
Company |
—
class O/S missing
|
802,441
|
$14,010,000 | — | 30 Sep 2021 | |
| Wealthcare Advisory Partners LLC |
13F
|
Company |
—
class O/S missing
|
722,795
|
$12,620,000 | — | 30 Sep 2021 | |
| STIFEL FINANCIAL CORP |
13F
|
Company |
—
class O/S missing
|
705,082
|
$12,311,000 | — | 30 Sep 2021 | |
| Financial Management Professionals, Inc. |
13F
|
Company |
—
class O/S missing
|
701,401
|
$12,246,000 | — | 30 Sep 2021 | |
| QUEST CAPITAL MANAGEMENT INC /ADV |
13F
|
Company |
—
class O/S missing
|
645,307
|
$11,267,000 | — | 30 Sep 2021 | |
| JNBA Financial Advisors |
13F
|
Company |
—
class O/S missing
|
640,159
|
$11,177,000 | — | 30 Sep 2021 | |
| NOTTINGHAM ADVISORS, INC. |
13F
|
Company |
—
class O/S missing
|
577,646
|
$10,086,000 | — | 30 Sep 2021 | |
| DEUTSCHE BANK AG\ |
13F
|
Company |
—
class O/S missing
|
546,500
|
$9,542,000 | — | 30 Sep 2021 | |
| TPG Financial Advisors, LLC |
13F
|
Company |
—
class O/S missing
|
519,643
|
$9,073,000 | — | 30 Sep 2021 | |
| Financial Strategies Group, Inc. |
13F
|
Company |
—
class O/S missing
|
509,375
|
$8,894,000 | — | 30 Sep 2021 | |
| SEI INVESTMENTS CO |
13F
|
Company |
—
class O/S missing
|
505,386
|
$8,818,000 | — | 30 Sep 2021 | |
| Private Advisor Group, LLC |
13F
|
Company |
—
class O/S missing
|
496,367
|
$8,667,000 | — | 30 Sep 2021 | |
| Raymond James Financial Services Advisors, Inc. |
13F
|
Company |
—
class O/S missing
|
485,572
|
$8,478,000 | — | 30 Sep 2021 | |
| RAYMOND JAMES & ASSOCIATES |
13F
|
Company |
—
class O/S missing
|
467,094
|
$8,155,000 | — | 30 Sep 2021 | |
| Donoghue Forlines LLC |
13F
|
Company |
—
class O/S missing
|
462,270
|
$8,071,000 | — | 30 Sep 2021 | |
| OSAIC HOLDINGS, INC. |
13F
|
Company |
—
class O/S missing
|
454,432
|
$7,934,000 | — | 30 Sep 2021 |
Institutional Holders of World Gold Trust - SPDR GLD MINIS (GLDM) as of Q4 2021
As of 31 Dec 2021,
World Gold Trust - SPDR GLD MINIS (GLDM) was held by
3 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
288,987 shares.
The largest 3 holders included
Evernest Financial Advisors, LLC, Anchor Investment Management, LLC, and Quent Capital, LLC.
This page lists
3
institutional shareholders reporting positions in this security
for the Q4 2021 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q4 2021 vs Q3 2021 Across Filers
Q3 2021 holders
1
Q4 2021 holders
3
Holder diff
2
| Investor | Q3 2021 Shares | Q4 2021 Shares | Share Diff | Share Chg % | Q3 2021 Value $ | Q4 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.