What does CUSIP 98149E303 represent in this 13F holders report?

CUSIP 98149E303 is the security identifier for GLDM - World Gold Trust - SPDR GLD MINIS used to aggregate holder disclosures.

How many institutions held GLDM - World Gold Trust - SPDR GLD MINIS in Q2 2023?

329 institutional investors reported GLDM - World Gold Trust - SPDR GLD MINIS for Q2 2023. Use the holders table for investor-level position and value details.

World Gold Trust - SPDR GLD MINIS (GLDM)

CUSIP: 98149E303

Q2 2023 13F Holders as of 30 Jun 2023

Type / Class: Equity / SPDR GLD MINIS
Total 13F shares: 106,978,086
Share change: +4,485,052
Total reported value: $4,075,734,159
Price per share: $38.09
Number of holders: 329
Value change: +$180,863,303
Number of buys: 167
Number of sells: 129

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?
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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.

Newer quarter: Q3 2023
Previous quarter: Q1 2023

Recent filing periods for CUSIP 98149E303:

Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024

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	14,400,000	$563,184,000	—	31 Mar 2023	13F
Cassaday & Co Wealth Management LLC	13F	Company	— class O/S missing	5,235,784	$204,771,513	—	31 Mar 2023	13F
EVOKE WEALTH, LLC	13F	Company	— class O/S missing	5,045,680	$191,833,607	—	31 Mar 2023	13F
MORGAN STANLEY	13F	Company	— class O/S missing	4,822,105	$188,592,565	—	31 Mar 2023	13F
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP	13F	Company	— class O/S missing	4,631,526	$181,138,982	—	31 Mar 2023	13F
3EDGE Asset Management, LP	13F	Company	— class O/S missing	3,949,131	$154,450,494	—	31 Mar 2023	13F
Tidal Investments LLC	13F	Company	— class O/S missing	3,232,470	$126,422,000	—	31 Mar 2023	13F
UBS Group AG	13F	Company	— class O/S missing	2,877,861	$112,553,144	—	31 Mar 2023	13F
Asset Management One Co., Ltd.	13F	Company	— class O/S missing	2,771,375	$108,388,476	—	31 Mar 2023	13F
BANK OF AMERICA CORP /DE/	13F	Company	— class O/S missing	1,984,266	$77,604,644	—	31 Mar 2023	13F
STIFEL FINANCIAL CORP	13F	Company	— class O/S missing	1,943,309	$76,002,876	—	31 Mar 2023	13F
CW Advisors, LLC	13F	Company	— class O/S missing	1,825,528	$71,396,410	—	31 Mar 2023	13F
STATE STREET CORP	13F	Company	— class O/S missing	1,797,979	$70,318,959	—	31 Mar 2023	13F
Gradient Investments LLC	13F	Company	— class O/S missing	1,710,622	$66,902,416	—	31 Mar 2023	13F
Balentine LLC	13F	Company	— class O/S missing	1,577,477	$61,695,125	—	31 Mar 2023	13F
MEDICI CAPITAL LLC	13F	Company	— class O/S missing	1,379,577	$53,955,256	—	31 Mar 2023	13F
Greenline Partners, LLC	13F	Company	— class O/S missing	1,375,743	$53,806,400	—	31 Mar 2023	13F
Mirae Asset Global Investments Co., Ltd.	13F	Company	— class O/S missing	1,374,182	$53,744,258	—	31 Mar 2023	13F
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	13F	Company	— class O/S missing	1,270,253	$49,679,595	—	31 Mar 2023	13F
Composition Wealth, LLC	13F	Company	— class O/S missing	1,247,699	$48,797,508	—	31 Mar 2023	13F
BENJAMIN F. EDWARDS & COMPANY, INC.	13F	Company	— class O/S missing	1,207,438	$47,223,000	—	31 Mar 2023	13F
COHEN & STEERS, INC.	13F	Company	— class O/S missing	1,204,442	$47,106,000	—	31 Mar 2023	13F
AMERIPRISE FINANCIAL INC	13F	Company	— class O/S missing	1,129,333	$44,132,699	—	31 Mar 2023	13F
Hollow Brook Wealth Management LLC	13F	Company	— class O/S missing	1,078,664	$42,186,549	—	31 Mar 2023	13F
Strategic Financial Services, Inc.	13F	Company	— class O/S missing	1,027,760	$40,195,694	—	31 Mar 2023	13F
Bank of New York Mellon Corp	13F	Company	— class O/S missing	925,879	$36,211,128	—	31 Mar 2023	13F
Richard C. Young & CO., LTD.	13F	Company	— class O/S missing	873,723	$34,171,288	—	31 Mar 2023	13F
LPL Financial LLC	13F	Company	— class O/S missing	836,079	$32,699,050	—	31 Mar 2023	13F
AE Wealth Management LLC	13F	Company	— class O/S missing	834,305	$32,629,662	—	31 Mar 2023	13F
American Investment Services, Inc.	13F	Company	— class O/S missing	897,527	$32,481,508	—	31 Mar 2023	13F
ROYAL BANK OF CANADA	13F	Company	— class O/S missing	790,318	$30,910,000	—	31 Mar 2023	13F
TOWNSQUARE CAPITAL LLC	13F	Company	— class O/S missing	709,092	$27,732,565	—	31 Mar 2023	13F
Sumitomo Mitsui DS Asset Management Company, Ltd	13F	Company	— class O/S missing	699,310	$27,350,014	—	31 Mar 2023	13F
ENVESTNET ASSET MANAGEMENT INC	13F	Company	— class O/S missing	666,844	$26,080,259	—	31 Mar 2023	13F
Capital Planning Advisors, LLC	13F	Company	— class O/S missing	635,962	$24,872,474	—	31 Mar 2023	13F
CONFLUENCE INVESTMENT MANAGEMENT LLC	13F	Company	— class O/S missing	623,882	$24,400,025	—	31 Mar 2023	13F
Raymond James Financial Services Advisors, Inc.	13F	Company	— class O/S missing	614,835	$24,046,197	—	31 Mar 2023	13F
Burt Wealth Advisors	13F	Company	— class O/S missing	571,505	$22,351,561	—	31 Mar 2023	13F
SNS Financial Group, LLC	13F	Company	— class O/S missing	536,866	$20,996,830	—	31 Mar 2023	13F
BRANDYWINE OAK PRIVATE WEALTH LLC	13F	Company	— class O/S missing	523,665	$20,480,512	—	31 Mar 2023	13F
MBL Wealth, LLC	13F	Company	— class O/S missing	484,434	$18,946,214	—	31 Mar 2023	13F
Parcion Private Wealth LLC	13F	Company	— class O/S missing	474,658	$18,563,864	—	31 Mar 2023	13F
PFS INVESTMENTS INC.	13F	Company	— class O/S missing	462,573	$18,424,000	—	31 Mar 2023	13F
ASSETMARK, INC	13F	Company	— class O/S missing	460,025	$17,991,565	—	31 Mar 2023	13F
OVERSEA-CHINESE BANKING Corp Ltd	13F	Company	— class O/S missing	447,673	$17,508,491	—	31 Mar 2023	13F
Cerity Partners LLC	13F	Company	— class O/S missing	422,864	$16,538,206	—	31 Mar 2023	13F
Beaumont Financial Advisors, LLC	13F	Company	— class O/S missing	391,546	$15,313,364	—	31 Mar 2023	13F
JNBA Financial Advisors	13F	Company	— class O/S missing	371,728	$14,538,283	—	31 Mar 2023	13F
Baird Financial Group, Inc.	13F	Company	— class O/S missing	364,528	$14,256,690	—	31 Mar 2023	13F
WELLS FARGO & COMPANY/MN	13F	Company	— class O/S missing	364,035	$14,237,409	—	31 Mar 2023	13F

Institutional Holders of World Gold Trust - SPDR GLD MINIS (GLDM) as of Q2 2023

As of 30 Jun 2023, World Gold Trust - SPDR GLD MINIS (GLDM) was held by 329 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 106,978,086 shares. The largest 10 holders included Sumitomo Mitsui Trust Holdings, Inc., MORGAN STANLEY, Cassaday & Co Wealth Management LLC, EVOKE WEALTH, LLC, ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP, JANE STREET GROUP, LLC, 3EDGE Asset Management, LP, BANK OF AMERICA CORP /DE/, UBS Group AG, and Toroso Investments, LLC. This page lists 329 institutional shareholders reporting positions in this security for the Q2 2023 filing period.

Investor	Option	Weight %	Change %	Value $	* Price	Shares	Share Change	Activity	Report Period

Compare Q2 2023 vs Q1 2023 Across Filers

Q1 2023 holders

311

Q2 2023 holders

329

Holder diff

Investor	Q1 2023 Shares	Q2 2023 Shares	Share Diff	Share Chg %	Q1 2023 Value $	Q2 2023 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.