World Gold Trust - SPDR GLD MINIS (GLDM)

CUSIP: 98149E303

Q3 2022 13F Holders as of 30 Sep 2022

Type / Class
Equity / SPDR GLD MINIS
Total 13F shares
86,188,901
Share change
+1,564,582
Total reported value
$2,842,768,443
Price per share
$32.98
Number of holders
238
Value change
+$43,132,218
Number of buys
114
Number of sells
121

Security key

98149E303

Report period

Q3 2022

Institutions

238

Top holders

10

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
9,300,000
$333,684,000 30 Jun 2022
13F
Wealthsimple Inc.
13F
Company
class O/S missing
5,726,681
$205,473,000 30 Jun 2022
13F
Alaska Permanent Fund Corp
13F
Company
class O/S missing
5,224,000
$187,437,000 30 Jun 2022
13F
EVOKE WEALTH, LLC
13F
Company
class O/S missing
4,197,359
$150,601,000 30 Jun 2022
13F
Tidal Investments LLC
13F
Company
class O/S missing
3,856,385
$138,367,000 30 Jun 2022
13F
RGT Wealth Advisors, LLC
13F
Company
class O/S missing
3,514,322
$126,094,000 30 Jun 2022
13F
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP
13F
Company
class O/S missing
3,314,800
$118,935,000 30 Jun 2022
13F
MORGAN STANLEY
13F
Company
class O/S missing
2,915,745
$104,617,000 30 Jun 2022
13F
3EDGE Asset Management, LP
13F
Company
class O/S missing
2,865,845
$102,827,000 30 Jun 2022
13F
STATE STREET CORP
13F
Company
class O/S missing
2,294,049
$82,310,000 30 Jun 2022
13F
UBS Group AG
13F
Company
class O/S missing
1,864,506
$66,898,000 30 Jun 2022
13F
CW Advisors, LLC
13F
Company
class O/S missing
1,850,606
$66,399,000 30 Jun 2022
13F
Gradient Investments LLC
13F
Company
class O/S missing
1,815,209
$65,130,000 30 Jun 2022
13F
BANK OF AMERICA CORP /DE/
13F
Company
class O/S missing
1,668,846
$59,878,000 30 Jun 2022
13F
Mirae Asset Global Investments Co., Ltd.
13F
Company
class O/S missing
1,667,542
$59,832,000 30 Jun 2022
13F
COHEN & STEERS, INC.
13F
Company
class O/S missing
1,222,956
$43,880,000 30 Jun 2022
13F
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
13F
Company
class O/S missing
1,106,172
$39,689,000 30 Jun 2022
13F
ROYAL BANK OF CANADA
13F
Company
class O/S missing
1,096,198
$39,331,000 30 Jun 2022
13F
Bank of New York Mellon Corp
13F
Company
class O/S missing
1,026,807
$36,842,000 30 Jun 2022
13F
Raymond James Financial Services Advisors, Inc.
13F
Company
class O/S missing
1,009,756
$36,230,000 30 Jun 2022
13F
LPL Financial LLC
13F
Company
class O/S missing
985,362
$35,355,000 30 Jun 2022
13F
Strategic Financial Services, Inc.
13F
Company
class O/S missing
961,775
$34,508,000 30 Jun 2022
13F
Asset Management One Co., Ltd.
13F
Company
class O/S missing
961,607
$34,502,000 30 Jun 2022
13F
AMERIPRISE FINANCIAL INC
13F
Company
class O/S missing
947,249
$33,985,000 30 Jun 2022
13F
American Investment Services, Inc.
13F
Company
class O/S missing
888,744
$31,888,000 30 Jun 2022
13F
Hollow Brook Wealth Management LLC
13F
Company
class O/S missing
867,605
$31,130,000 30 Jun 2022
13F
Richard C. Young & CO., LTD.
13F
Company
class O/S missing
857,727
$30,775,000 30 Jun 2022
13F
Capital Planning Advisors, LLC
13F
Company
class O/S missing
750,933
$26,943,000 30 Jun 2022
13F
ENVESTNET ASSET MANAGEMENT INC
13F
Company
class O/S missing
730,252
$26,201,000 30 Jun 2022
13F
Burt Wealth Advisors
13F
Company
class O/S missing
595,505
$21,367,000 30 Jun 2022
13F
Wealthcare Advisory Partners LLC
13F
Company
class O/S missing
589,450
$21,149,000 30 Jun 2022
13F
EXCHANGE TRADED CONCEPTS, LLC
13F
Company
class O/S missing
581,246
$20,855,000 30 Jun 2022
13F
ASSETMARK, INC
13F
Company
class O/S missing
547,428
$19,642,000 30 Jun 2022
13F
BRANDYWINE OAK PRIVATE WEALTH LLC
13F
Company
class O/S missing
530,491
$19,034,000 30 Jun 2022
13F
PFS INVESTMENTS INC.
13F
Company
class O/S missing
510,610
$18,321,000 30 Jun 2022
13F
SNS Financial Group, LLC
13F
Company
class O/S missing
506,229
$18,163,000 30 Jun 2022
13F
WCG Wealth Advisors LLC
13F
Company
class O/S missing
501,036
$17,977,000 30 Jun 2022
13F
Private Advisor Group, LLC
13F
Company
class O/S missing
438,490
$15,733,000 30 Jun 2022
13F
RAYMOND JAMES & ASSOCIATES
13F
Company
class O/S missing
404,123
$14,500,000 30 Jun 2022
13F
Timber Creek Capital Management LLC
13F
Company
class O/S missing
392,830
$14,094,000 30 Jun 2022
13F
Keudell/Morrison Wealth Management
13F
Company
class O/S missing
381,499
$13,688,000 30 Jun 2022
13F
Joseph Group Capital Management
13F
Company
class O/S missing
373,544
$13,403,000 30 Jun 2022
13F
JNBA Financial Advisors
13F
Company
class O/S missing
368,089
$13,207,000 30 Jun 2022
13F
OSAIC HOLDINGS, INC.
13F
Company
class O/S missing
351,274
$12,603,000 30 Jun 2022
13F
Sumitomo Mitsui DS Asset Management Company, Ltd
13F
Company
class O/S missing
340,510
$12,217,000 30 Jun 2022
13F
Baird Financial Group, Inc.
13F
Company
class O/S missing
339,208
$12,171,000 30 Jun 2022
13F
Goodman Advisory Group, LLC
13F
Company
class O/S missing
337,976
$12,127,000 30 Jun 2022
13F
NOTTINGHAM ADVISORS, INC.
13F
Company
class O/S missing
334,525
$12,003,000 30 Jun 2022
13F
January Capital Advisors LLC
13F
Company
class O/S missing
311,912
$11,191,000 30 Jun 2022
13F
STIFEL FINANCIAL CORP
13F
Company
class O/S missing
301,386
$10,813,000 30 Jun 2022
13F

Institutional Holders of World Gold Trust - SPDR GLD MINIS (GLDM) as of Q3 2022

As of 30 Sep 2022, World Gold Trust - SPDR GLD MINIS (GLDM) was held by 238 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 86,188,901 shares. The largest 10 holders included Sumitomo Mitsui Trust Holdings, Inc., Wealthsimple Inc., MORGAN STANLEY, Alaska Permanent Fund Corp, Evoke Wealth, LLC, ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP, Toroso Investments, LLC, RGT Wealth Advisors, LLC, BANK OF AMERICA CORP /DE/, and Asset Management One Co., Ltd.. This page lists 239 institutional shareholders reporting positions in this security for the Q3 2022 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period

Compare Q3 2022 vs Q2 2022 Across Filers

Q2 2022 holders
259
Q3 2022 holders
238
Holder diff
-21
Investor Q2 2022 Shares Q3 2022 Shares Share Diff Share Chg % Q2 2022 Value $ Q3 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.
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