- Type / Class
- Equity / SPDR GLD MINIS
- Total 13F shares
- 84,907,709
- Share change
- +22,568,086
- Total reported value
- $3,045,744,655
- Price per share
- $35.88
- Number of holders
- 259
- Value change
- +$807,825,943
- Number of buys
- 154
- Number of sells
- 98
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 |
|---|---|---|---|---|---|---|---|---|
| Wealthsimple Inc. |
13F
|
Company |
—
class O/S missing
|
5,743,549
|
$220,954,000 | — | 31 Mar 2022 | |
| 3EDGE Asset Management, LP |
13F
|
Company |
—
class O/S missing
|
5,527,489
|
$212,643,000 | — | 31 Mar 2022 | |
| Tidal Investments LLC |
13F
|
Company |
—
mixed-class rows
|
4,323,430
mixed-class rows
|
$166,322,000 | — | 31 Mar 2022 | |
| RGT Wealth Advisors, LLC |
13F
|
Company |
—
class O/S missing
|
4,045,613
|
$155,635,000 | — | 31 Mar 2022 | |
| EVOKE WEALTH, LLC |
13F
|
Company |
—
class O/S missing
|
3,585,764
|
$137,944,000 | — | 31 Mar 2022 | |
| MORGAN STANLEY |
13F
|
Company |
—
class O/S missing
|
2,970,711
|
$114,284,000 | — | 31 Mar 2022 | |
| STATE STREET CORP |
13F
|
Company |
—
class O/S missing
|
2,818,487
|
$108,427,000 | — | 31 Mar 2022 | |
| CW Advisors, LLC |
13F
|
Company |
—
class O/S missing
|
1,830,490
|
$70,419,000 | — | 31 Mar 2022 | |
| Gradient Investments LLC |
13F
|
Company |
—
class O/S missing
|
1,724,482
|
$66,341,000 | — | 31 Mar 2022 | |
| Mirae Asset Global Investments Co., Ltd. |
13F
|
Company |
—
class O/S missing
|
1,562,766
|
$60,120,000 | — | 31 Mar 2022 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
—
class O/S missing
|
1,553,354
|
$59,758,000 | — | 31 Mar 2022 | |
| UBS Group AG |
13F
|
Company |
—
class O/S missing
|
1,246,172
|
$47,940,000 | — | 31 Mar 2022 | |
| Bank of New York Mellon Corp |
13F
|
Company |
—
class O/S missing
|
1,244,099
|
$47,860,000 | — | 31 Mar 2022 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
—
class O/S missing
|
1,109,951
|
$42,700,000 | — | 31 Mar 2022 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
—
class O/S missing
|
1,013,365
|
$38,986,000 | — | 31 Mar 2022 | |
| Strategic Financial Services, Inc. |
13F
|
Company |
—
class O/S missing
|
988,573
|
$38,030,000 | — | 31 Mar 2022 | |
| Raymond James Financial Services Advisors, Inc. |
13F
|
Company |
—
class O/S missing
|
920,098
|
$35,396,000 | — | 31 Mar 2022 | |
| American Investment Services, Inc. |
13F
|
Company |
—
class O/S missing
|
867,051
|
$33,355,000 | — | 31 Mar 2022 | |
| Hollow Brook Wealth Management LLC |
13F
|
Company |
—
class O/S missing
|
865,857
|
$33,310,000 | — | 31 Mar 2022 | |
| COHEN & STEERS, INC. |
13F
|
Company |
—
class O/S missing
|
846,213
|
$32,554,000 | — | 31 Mar 2022 | |
| Richard C. Young & CO., LTD. |
13F
|
Company |
—
class O/S missing
|
841,263
|
$32,363,000 | — | 31 Mar 2022 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
—
class O/S missing
|
760,155
|
$29,234,000 | — | 31 Mar 2022 | |
| Capital Planning Advisors, LLC |
13F
|
Company |
—
class O/S missing
|
725,154
|
$27,897,000 | — | 31 Mar 2022 | |
| PFS INVESTMENTS INC. |
13F
|
Company |
—
class O/S missing
|
647,638
|
$24,915,000 | — | 31 Mar 2022 | |
| ENVESTNET ASSET MANAGEMENT INC |
13F
|
Company |
—
class O/S missing
|
639,597
|
$24,605,000 | — | 31 Mar 2022 | |
| Burt Wealth Advisors |
13F
|
Company |
—
class O/S missing
|
601,955
|
$23,157,000 | — | 31 Mar 2022 | |
| BRANDYWINE OAK PRIVATE WEALTH LLC |
13F
|
Company |
—
class O/S missing
|
547,458
|
$21,052,000 | — | 31 Mar 2022 | |
| ASSETMARK, INC |
13F
|
Company |
—
class O/S missing
|
543,441
|
$20,906,000 | — | 31 Mar 2022 | |
| MERCER GLOBAL ADVISORS INC /ADV |
13F
|
Company |
—
class O/S missing
|
504,837
|
$19,421,000 | — | 31 Mar 2022 | |
| Timber Creek Capital Management LLC |
13F
|
Company |
—
class O/S missing
|
392,625
|
$15,104,000 | — | 31 Mar 2022 | |
| RAYMOND JAMES & ASSOCIATES |
13F
|
Company |
—
class O/S missing
|
389,698
|
$14,992,000 | — | 31 Mar 2022 | |
| Sumitomo Mitsui DS Asset Management Company, Ltd |
13F
|
Company |
—
class O/S missing
|
350,210
|
$13,473,000 | — | 31 Mar 2022 | |
| Joseph Group Capital Management |
13F
|
Company |
—
class O/S missing
|
342,752
|
$13,186,000 | — | 31 Mar 2022 | |
| JNBA Financial Advisors |
13F
|
Company |
—
class O/S missing
|
340,537
|
$13,100,000 | — | 31 Mar 2022 | |
| NOTTINGHAM ADVISORS, INC. |
13F
|
Company |
—
class O/S missing
|
326,375
|
$12,556,000 | — | 31 Mar 2022 | |
| Brookstone Capital Management |
13F
|
Company |
—
class O/S missing
|
303,715
|
$11,787,000 | — | 31 Mar 2022 | |
| GOULD ASSET MANAGEMENT LLC /CA/ |
13F
|
Company |
—
class O/S missing
|
300,030
|
$11,542,000 | — | 31 Mar 2022 | |
| STIFEL FINANCIAL CORP |
13F
|
Company |
—
class O/S missing
|
299,320
|
$11,515,000 | — | 31 Mar 2022 | |
| Financial Enhancement Group LLC |
13F
|
Company |
—
class O/S missing
|
293,920
|
$11,307,000 | — | 31 Mar 2022 | |
| PEAK FINANCIAL ADVISORS LLC |
13F
|
Company |
—
class O/S missing
|
293,889
|
$11,306,000 | — | 31 Mar 2022 | |
| January Capital Advisors LLC |
13F
|
Company |
—
class O/S missing
|
311,941
|
$11,192,000 | — | 31 Mar 2022 | |
| AE Wealth Management LLC |
13F
|
Company |
—
class O/S missing
|
284,841
|
$10,958,000 | — | 31 Mar 2022 | |
| Financial Strategies Group, Inc. |
13F
|
Company |
—
class O/S missing
|
277,988
|
$10,694,000 | — | 31 Mar 2022 | |
| Baird Financial Group, Inc. |
13F
|
Company |
—
class O/S missing
|
273,924
|
$10,538,000 | — | 31 Mar 2022 | |
| DEUTSCHE BANK AG\ |
13F
|
Company |
—
class O/S missing
|
273,250
|
$10,512,000 | — | 31 Mar 2022 | |
| Piedmont Capital Management, LLC |
13F
|
Company |
—
class O/S missing
|
271,589
|
$10,477,000 | — | 31 Mar 2022 | |
| SEI INVESTMENTS CO |
13F
|
Company |
—
class O/S missing
|
271,268
|
$10,431,000 | — | 31 Mar 2022 | |
| Beaumont Financial Partners, LLC |
13F
|
Company |
—
class O/S missing
|
268,457
|
$10,327,000 | — | 31 Mar 2022 | |
| Laurel Wealth Advisors, Inc. |
13F
|
Company |
—
class O/S missing
|
259,863
|
$9,997,000 | — | 31 Mar 2022 | |
| MBL Wealth, LLC |
13F
|
Company |
—
class O/S missing
|
258,033
|
$9,927,000 | — | 31 Mar 2022 |
Institutional Holders of World Gold Trust - SPDR GLD MINIS (GLDM) as of Q2 2022
As of 30 Jun 2022,
World Gold Trust - SPDR GLD MINIS (GLDM) was held by
259 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
84,907,709 shares.
The largest 10 holders included
Sumitomo Mitsui Trust Holdings, Inc., Wealthsimple Inc., Alaska Permanent Fund Corp, Evoke Wealth, LLC, Toroso Investments, LLC, RGT Wealth Advisors, LLC, ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP, MORGAN STANLEY, 3EDGE Asset Management, LP, and STATE STREET CORP.
This page lists
259
institutional shareholders reporting positions in this security
for the Q2 2022 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q2 2022 vs Q1 2022 Across Filers
Q1 2022 holders
210
Q2 2022 holders
259
Holder diff
49
| Investor | Q1 2022 Shares | Q2 2022 Shares | Share Diff | Share Chg % | Q1 2022 Value $ | Q2 2022 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.