SPDR Gold Minishares TrustGLDMETF
13F holders, Q1 2024 (March 31)371holders
2famous investors
$44.55avg. 13F price*
At the end of Q1 2024, 371 institutions reported holding SPDR Gold Minishares Trust (GLDM) in their 13F filings. The largest holders were Sumitomo Mitsui Trust Group, Inc. ($607.9M), Evoke Wealth, LLC ($275.9M) and Morgan Stanley ($259.1M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- SPDR Gold Minishares Trust
- Filed as
- WORLD GOLD TR (Q1 2024)
- CUSIP
- 98149E303
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 41 | $406.6M |
| Exits | 36 | $204.0M |
Ownership 371 holders
| Sumitomo Mitsui Trust Group, Inc. | 0.42% | No change | 13,800,000 | $607.9M |
| Evoke Wealth, LLC | 8.21% | New | 6,263,652 | $275.9M |
| Morgan Stanley | 0.02% | Reduce -6.3% | 5,882,449 | $259.1M |
| Asset Management One Co., Ltd. | 0.64% | Add +13.6% | 3,741,148 | $164.8M |
| UBS Group AG | 0.05% | Reduce -5.2% | 3,150,116 | $138.8M |
| Bank of America Corp. | 0.01% | Add +5.1% | 2,976,636 | $131.1M |
| Alaska Permanent Fund Corp | 1.70% | Add +1917.7% | 2,623,000 | $115.5M |
| Ameriprise Financial Inc. | 0.03% | Add +8.7% | 2,372,408 | $104.5M |
| State Street Corp. | 0.00% | Reduce -1.0% | 2,372,363 | $104.5M |
| 3EDGE Asset Management, LP | 7.76% | Add +71.6% | 2,261,156 | $99.6M |
| Stifel Financial Corp. | 0.11% | Add +61.2% | 2,231,970 | $98.3M |
| Tidal Investments LLC | 1.40% | Add +1.9% | 1,860,526 | $82.0M |
| Strategic Financial Services, Inc. | 4.61% | Add +7.9% | 1,619,713 | $71.3M |
| CW Advisors, LLC | 1.16% | Add +0.5% | 1,524,178 | $67.1M |
| LPL Financial LLC | 0.04% | Add +3.6% | 1,515,713 | $66.8M |
| Greenline Partners, LLC | 10.51% | Add +3.4% | 1,496,830 | $65.9M |
| Benjamin F. Edwards & Company, Inc. | 1.11% | Add +84.9% | 1,385,815 | $61.0M |
| Gradient Investments LLC | 1.37% | Reduce -3.8% | 1,337,551 | $58.9M |
| Bank of New York Mellon Corp | 0.01% | Reduce -0.1% | 1,231,129 | $54.2M |
| Composition Wealth, LLC | 1.36% | Add +4.2% | 1,230,363 | $54.2M |
| Mirae Asset Global Investments Co., Ltd. | 0.11% | Reduce -3.3% | 1,146,264 | $50.5M |
| Hollow Brook Wealth Management LLC | 18.43% | Reduce -0.5% | 1,131,198 | $49.8M |
| American Trust | 4.04% | New | 104,846 | $48.4M |
| Wells Fargo & Company | 0.01% | Add +26.9% | 952,287 | $41.9M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.50% | Add +5.3% | 916,810 | $40.4M |
| Royal Bank of Canada | 0.01% | Reduce -3.3% | 884,293 | $39.0M |
| American Investment Services, Inc. | 6.73% | Add +0.9% | 862,232 | $38.0M |
| Great Valley Advisor Group, Inc. | 1.12% | Add +30.9% | 840,541 | $37.0M |
| Cohen & Steers, Inc. | 0.07% | Reduce -28.1% | 707,253 | $31.2M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -1.1% | 665,505 | $29.3M |
| Van Eck Associates Corp. | 0.04% | Add +10912.7% | 659,993 | $29.1M |
| Nepc LLC | 1.00% | Add +72.7% | 659,345 | $29.0M |
| Capital Planning Advisors, LLC | 5.03% | Add +5.0% | 650,684 | $28.7M |
| Confluence Investment Management LLC | 0.36% | Add +77.4% | 615,603 | $27.1M |
| Burt Wealth Advisors | 6.66% | Add +6.7% | 596,264 | $26.3M |
| Pineridge Advisors LLC | 9.03% | Reduce -1.5% | 582,605 | $25.7M |
| Sei Investments Co. | 0.04% | Add +173.7% | 570,572 | $25.1M |
| MBL Wealth, LLC | 2.84% | Add +2.1% | 567,414 | $25.0M |
| Assetmark, Inc. | 0.07% | Add +18.7% | 522,346 | $23.0M |
| Cerity Partners LLC | 0.06% | Reduce -2.4% | 519,683 | $22.9M |
| Bluespring Wealth Management, LLC | 2.48% | Reduce -0.5% | 513,807 | $22.6M |
| Brandywine Oak Private Wealth LLC | 2.22% | Reduce -1.6% | 483,185 | $21.3M |
| Baird Financial Group, Inc. | 0.04% | Add +3.3% | 442,894 | $19.5M |
| Wealth Advisory Solutions, LLC | 4.92% | New | 410,747 | $19.0M |
| Osaic Holdings, Inc. | 0.04% | Reduce -16.6% | 407,608 | $18.0M |
| Sentinel Pension Advisors, LLC | 3.84% | New | 407,387 | $17.9M |
| Raymond James Financial Services Advisors, Inc. | 0.03% | Reduce -0.7% | 399,572 | $17.6M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.56% | Add +0.6% | 394,799 | $17.4M |
| NavPoint Financial, Inc. | 14.61% | Reduce -4.7% | 381,676 | $16.8M |
| Raymond James & Associates | 0.01% | Add +19.7% | 371,689 | $16.4M |
| Townsquare Capital LLC | 0.24% | Add +58.5% | 370,844 | $16.3M |
| Nottingham Advisors, Inc. | 1.91% | Reduce -13.0% | 354,630 | $15.6M |
| Joseph Group Capital Management | 7.62% | Add +4.9% | 345,307 | $15.2M |
| Parcion Private Wealth LLC | 1.25% | Reduce -2.9% | 323,045 | $14.2M |
| Eudaimonia Partners, LLC | 3.13% | Reduce -15.6% | 299,009 | $13.2M |
| Evernest Financial Advisors, LLC | 6.04% | Add +0.1% | 269,745 | $12.8M |
| Cetera Investment Advisers | 0.03% | Add +106.1% | 282,038 | $12.4M |
| Private Advisor Group, LLC | 0.09% | Add +3.6% | 273,570 | $12.1M |
| Keudell/Morrison Wealth Management | 3.38% | Add +1.4% | 253,580 | $11.2M |
| JNBA Financial Advisors | 1.17% | Reduce -32.6% | 252,617 | $11.1M |
| Deutsche Bank AG | 0.01% | No change | 250,000 | $11.0M |
| Austin Wealth Management, LLC | 2.72% | Add +4.9% | 232,971 | $11.0M |
| Timber Creek Capital Management LLC | 3.42% | Reduce -0.7% | 248,083 | $10.9M |
| Gould Asset Management LLC | 2.59% | Reduce -14.8% | 242,947 | $10.7M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Add +2.8% | 240,973 | $10.6M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Reduce -19.0% | 236,952 | $10.4M |
| Warren Street Wealth Advisors, LLC | 4.91% | Add +6.0% | 224,996 | $9.9M |
| Resona Asset Management Co.,Ltd. | 0.06% | — | 224,470 | $9.9M |
| Bangor Savings Bank | 0.95% | Add +5.7% | 210,853 | $9.3M |
| Rockefeller Capital Management L.P. | 0.03% | Add +174.9% | 204,295 | $9.0M |
| Peak Financial Advisors LLC | 5.20% | Reduce -12.5% | 193,711 | $8.5M |
| R. W. Roge & Company, Inc. | 5.05% | Add +5.5% | 190,526 | $8.4M |
| Orion Porfolio Solutions, LLC | 0.09% | Add +116.1% | 188,746 | $8.3M |
| Orion Portfolio Solutions, LLC | 0.09% | Add +116.1% | 188,746 | $8.3M |
| Piedmont Capital Management, LLC | 5.43% | Add +4.4% | 176,776 | $8.0M |
| CoreCap Advisors, LLC | 0.42% | Add +5.7% | 180,103 | $7.9M |
| AIFG Consultants Ltd. | 5.67% | Reduce -9.6% | 178,594 | $7.9M |
| Money Concepts Capital Corp. | 0.72% | Add +278.1% | 177,351 | $7.8M |
| Avid Wealth Partners LLC | 6.00% | Add +3.6% | 169,684 | $7.5M |
| Sterling Investment Advisors, Ltd. | 2.02% | Add +1.0% | 163,238 | $7.2M |
| Stratos Wealth Partners, LTD. | 0.12% | Add +5.0% | 159,385 | $7.0M |
| Harbor Investment Advisory, LLC | 0.69% | Add +0.7% | 150,481 | $6.6M |
| Hudson Capital Management LLC | 2.34% | Add +2.5% | 148,622 | $6.5M |
| WR Wealth Planners, LLC | 2.01% | Reduce 0.0% | 146,920 | $6.5M |
| Synovus Financial Corp. | 0.08% | Reduce -4.5% | 142,594 | $6.3M |
| Versant Capital Management, Inc | 1.76% | Reduce -1.4% | 140,034 | $6.2M |
| Glenview Trust Co | 0.13% | No change | 139,505 | $6.1M |
| Retirement Income Solutions, Inc. | 1.38% | Reduce -1.0% | 138,064 | $6.1M |
| Clark Capital Management Group, Inc. | 0.04% | Reduce -39.2% | 136,764 | $6.0M |
| Citadel Advisors | 0.01% | New | 125,783 | $5.5M |
| Plum Street Advisors, LLC | 2.74% | Add +27.3% | 103,940 | $5.4M |
| Flynn Zito Capital Management, LLC | 2.73% | Add +4.3% | 119,882 | $5.3M |
| Medici Capital LLC | 5.95% | Reduce -78.6% | 118,140 | $5.2M |
| AMJ Financial Wealth Management | 1.74% | Add +2.0% | 118,041 | $5.2M |
| Accretive Wealth Partners, LLC | 2.22% | Add +1.7% | 109,779 | $5.0M |
| Stapp Wealth Management, PLLC | 8.67% | Add +0.5% | 112,794 | $5.0M |
| Astoria Portfolio Advisors LLC. | 1.88% | Add +2.4% | 102,889 | $4.9M |
| Financial Enhancement Group LLC | 0.78% | Add +968.9% | 102,692 | $4.8M |
| Archford Capital Strategies, LLC | 0.80% | Add +3.7% | 108,002 | $4.8M |
| Transamerica Financial Advisors, LLC | 0.47% | New | 105,413 | $4.6M |
"% of holder's portfolio" is GLDM's weight in each manager's 13F, not the share of SPDR Gold Minishares Trust the manager owns.