Security key
98149E303
- Type / Class
- Equity / SPDR GLD MINIS
- Total 13F shares
- 111,345,053
- Share change
- -534,587
- Total reported value
- $5,789,451,092
- Price per share
- $51.99
- Number of holders
- 535
- Value change
- -$28,094,940
- Number of buys
- 254
- Number of sells
- 192
Report period
Q4 2024
Institutions
535
Top holders
10
GLDM full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q1 2025
Previous quarter: Q3 2024
World Gold Trust SEC filings
World Gold Trust company facts
Broader feeds
Reporting periods
Holder history for CUSIP 98149E303
Recent filing periods:
Ownership snapshot
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. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Lead holder
Sumitomo Mitsui Trust Gro...
13D/G signal
—
Evidence rows
50
Latest as of
30 Sep 2024
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| Sumitomo Mitsui Trust Group, Inc. |
13F
Company
|
—
class O/S missing
|
$719,394,000
13,800,000 shares
|
— | 30 Sep 2024 |
| MORGAN STANLEY |
13F
Company
|
—
class O/S missing
|
$345,563,915
6,628,887 shares
|
— | 30 Sep 2024 |
| EVOKE WEALTH, LLC |
13F
Company
|
—
class O/S missing
|
$341,815,676
6,556,986 shares
|
— | 30 Sep 2024 |
| Cassaday & Co Wealth Management LLC |
13F
Company
|
—
class O/S missing
|
$293,908,576
5,637,993 shares
|
— | 30 Sep 2024 |
| Asset Management One Co., Ltd. |
13F
Company
|
—
class O/S missing
|
$209,428,574
4,017,429 shares
|
— | 30 Sep 2024 |
| 3EDGE Asset Management, LP |
13F
Company
|
—
class O/S missing
|
$200,205,162
3,840,498 shares
|
— | 30 Sep 2024 |
| UBS Group AG |
13F
Company
|
—
class O/S missing
|
$181,844,871
3,488,296 shares
|
— | 30 Sep 2024 |
| STATE STREET CORP |
13F
Company
|
—
class O/S missing
|
$168,221,216
3,226,956 shares
|
— | 30 Sep 2024 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
13F holder rows
Institutional holders as of Q4 2024
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
535
Shares
111,345,053
Rows loaded
536
| Investor | Option | Weight % | Change % | Reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* Reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. An asterisk next to the price means the price is likely invalid.
Compare Q4 2024 vs Q3 2024 Across Filers
Q3 2024 holders
461
Q4 2024 holders
535
Holder diff
74
| Investor | Q3 2024 Shares | Q4 2024 Shares | Share Diff | Share Chg % | Q3 2024 value | Q4 2024 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend