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

02004006008001,000 Q1 2024: 371Q1 2024Q2 2024: 403Q2 2024Q3 2024: 462Q3 2024Q4 2024: 538Q4 2024Q1 2025: 613Q1 2025Q2 2025: 699Q2 2025Q3 2025: 750Q3 2025Q4 2025: 874Q4 2025Q1 2026: 910Q1 2026Q2 2026: 918Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions41$406.6M
Exits36$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
Avior Wealth Management, LLC 0.21% Add +6.5% 104,950 $4.6M
Zhang Financial LLC 0.34% Add +4.2% 104,574 $4.6M
Arete Wealth Advisors, LLC 0.42% Add +21.1% 102,793 $4.5M
Commonwealth Equity Services, LLC 0.01% Reduce -26.2% 102,004 $4.5M
Avantax Advisory Services, Inc. 0.04% Add +1.0% 100,670 $4.4M
NDVR, Inc. 4.19% Reduce 0.0% 99,736 $4.4M
Quent Capital, LLC 0.51% Add +33.6% 98,894 $4.4M
Integrity Wealth Solutions LLC 2.78% Reduce -0.3% 96,724 $4.3M
Inspirion Wealth Advisors, LLC 0.70% Add +0.8% 95,748 $4.2M
Chatham Capital Group, Inc. 0.77% New 94,960 $4.2M
Managed Asset Portfolios, LLC 0.60% Add +9.7% 94,180 $4.1M
Walkner Condon Financial Advisors LLC 0.87% Add +56.0% 92,994 $4.1M
MML Investors Services, LLC 0.02% Add +9.3% 87,324 $3.8M
Mariner, LLC 0.01% Add +5.0% 86,778 $3.8M
Fortis Advisors, LLC 2.53% Reduce -0.4% 85,689 $3.8M
Equitable Holdings, Inc. 0.04% Add +12.7% 84,393 $3.7M
Benjamin Edwards Inc. 0.73% Add +77.0% 83,748 $3.7M
Abbrea Capital, LLC 0.48% Add +3.1% 83,469 $3.7M
Aptus Capital Advisors, LLC 0.08% New 83,294 $3.7M
Purus Wealth Management, LLC 1.81% Reduce -0.5% 83,211 $3.7M
Janney Montgomery Scott LLC 0.01% Add +51.1% 83,176 $3.7M
TD Waterhouse Canada Inc. 0.03% New 71,555 $3.6M
Financial Guidance Group, Inc. 2.32% Reduce -1.6% 81,263 $3.6M
Truist Financial Corp. 0.01% New 81,143 $3.6M
Encompass More Asset Management 2.86% New 78,494 $3.5M
Focus Partners Wealth 0.03% Add +0.3% 76,494 $3.4M
Baker Tilly Wealth Management, LLC 0.61% Add +19.6% 76,430 $3.4M
E Fund Management Co., Ltd. 0.21% Reduce -11.8% 75,419 $3.3M
Renaissance Technologies 0.01% Reduce -32.7% 74,600 $3.3M
Upper Left Wealth Management, LLC 3.03% Add +1.6% 74,262 $3.3M
Jane Street Group, LLC 0.00% Reduce -97.6% 73,916 $3.3M
Catalyst Capital Advisors LLC 0.08% No change 73,500 $3.2M
Evercore Wealth Management, LLC 0.05% Reduce -0.8% 72,042 $3.2M
B. Riley Wealth Advisors, Inc. 0.08% Reduce -16.6% 85,657 $3.1M
Wealthcare Advisory Partners LLC 0.10% Add +10.1% 70,349 $3.1M
Prime Capital Investment Advisors, LLC 0.04% Reduce -0.4% 69,510 $3.1M
Portside Wealth Group, LLC 0.56% Add +16.7% 68,672 $3.0M
China Universal Asset Management Co., Ltd. 0.38% Reduce -4.9% 68,200 $3.0M
Team Financial Group, LLC 2.01% Add +3.8% 67,864 $3.0M
Forvis Mazars Wealth Advisors, LLC 0.08% Add +4.9% 67,679 $3.0M
Marble Harbor Investment Counsel, LLC 0.34% Reduce -2.9% 67,525 $3.0M
Lodestar Private Asset Management LLC 0.42% Add +1.4% 67,450 $3.0M
Atria Wealth Solutions, Inc. 0.03% Add +9.1% 66,849 $2.9M
Franklin Resources Inc. 0.00% Reduce -9.9% 66,207 $2.9M
Integrated Advisors Network LLC 0.15% Reduce -8.8% 65,487 $2.9M
Mission Creek Capital Partners, Inc. 0.75% Reduce -4.0% 65,055 $2.9M
Tokio Marine Asset Management Co. Ltd. 0.14% Reduce -11.9% 63,800 $2.8M
Brookstone Capital Management 0.05% Reduce -8.4% 63,148 $2.8M
Kayne Anderson Rudnick Investment Management LLC 0.01% Reduce -37.9% 62,540 $2.7M
Bright Financial Advisors, Inc. 2.03% — 59,017 $2.7M
Kraematon Investment Advisors, Inc. 2.69% Reduce -2.6% 60,596 $2.7M
AE Wealth Management LLC 0.03% Reduce -92.1% 59,243 $2.6M
Alliance Wealth Advisors, LLC 0.77% Add +106.6% 58,228 $2.6M
Capstone Wealth Management Group, LLC 1.82% Add +7.7% 57,538 $2.5M
Prosperity Consulting Group, LLC 0.31% New 56,858 $2.5M
Balentine LLC 0.07% Reduce -98.1% 56,125 $2.5M
Cabot Wealth Management Inc. 0.32% Reduce -16.0% 56,103 $2.5M
Baker Ellis Asset Management LLC 0.36% Reduce -0.2% 55,050 $2.4M
GeoWealth Management, LLC 0.09% Add +0.2% 54,693 $2.4M
Choreo, LLC 0.06% Reduce -38.8% 51,063 $2.2M
Financial Sense Advisors, Inc. 0.79% New 50,620 $2.2M
CI Investments Inc. 0.01% Reduce -19.2% 50,534 $2.2M
Copperwynd Financial, LLC 0.80% Add +13.8% 50,264 $2.2M
IFP Advisors, Inc 0.10% Reduce -31.4% 49,438 $2.2M
Jacobi Capital Management LLC 0.18% Reduce -18.5% 44,358 $2.0M
Mills Wealth Advisors LLC 1.43% Reduce -5.2% 44,236 $1.9M
Scotia Capital Inc. 0.01% Add +2.7% 42,713 $1.9M
Visionary Wealth Advisors 0.12% Add +84.5% 41,367 $1.8M
Creative Planning 0.00% Reduce -4.9% 39,639 $1.7M
Bridgewater Advisors Inc. 0.25% No change 38,553 $1.7M
Requisite Capital Management, LLC 0.37% New 38,287 $1.7M
One Charles Private Wealth Services, LLC 0.73% Add +5.0% 38,182 $1.7M
Beacon Pointe Advisors, LLC 0.02% Add +3.0% 37,850 $1.7M
Steward Partners Investment Advisory, LLC 0.02% Reduce -1.2% 36,901 $1.6M
Lincoln National Corp. 0.03% Reduce -30.1% 36,860 $1.6M
Comerica Bank 0.01% Add +35.9% 36,259 $1.6M
Farther Finance Advisors, LLC 0.10% Add +2.0% 35,763 $1.6M
Nomura Asset Management Co. Ltd. 0.01% Reduce -10.4% 36,000 $1.6M
Vermillion & White Wealth Management Group, LLC 1.23% Reduce -1.7% 34,917 $1.5M
Merit Financial Group, LLC 0.04% Reduce -2.7% 33,627 $1.5M
US Bancorp \de 0.00% Add +33.3% 33,334 $1.5M
Gradient Capital Advisors, LLC 0.54% Add +2.8% 33,233 $1.5M
Essex Financial Services, Inc. 0.13% Reduce -6.3% 32,658 $1.4M
Global Wealth Management Investment Advisory, Inc. 0.35% Add +4.3% 32,522 $1.4M
Lam Group, Inc. 1.16% New 32,385 $1.4M
Principal Financial Group Inc. 0.00% New 31,731 $1.4M
Richard Bernstein Advisors LLC 0.03% Reduce -9.1% 31,184 $1.4M
Valicenti Advisory Services Inc. 0.36% Reduce -29.5% 29,729 $1.3M
Kestra Private Wealth Services, LLC 0.03% Add +107.1% 29,616 $1.3M
Leo Wealth, LLC 0.13% Add +5.1% 29,408 $1.3M
Forbes J M & Co. LLP 0.14% No change 28,711 $1.3M
Tidemark, LLC 0.70% Add +2752.5% 28,297 $1.2M
Wallace Advisory Group, LLC 0.92% Reduce -40.9% 29,906 $1.2M
Brown Miller Wealth Management, LLC 0.52% Add +4.5% 26,657 $1.2M
Tocqueville Asset Management L.P. 0.02% Reduce -3.9% 26,462 $1.2M
Swmg, LLC 0.51% Add +84.4% 25,859 $1.1M
Whittier Trust Co. of Nevada Inc. 0.03% No change 25,500 $1.1M
Leading Edge Financial Planning LLC 0.50% Add +4.0% 25,431 $1.1M
Carret Asset Management, LLC 0.12% No change 23,673 $1.0M
FirstPurpose Wealth LLC 0.37% Add +153.6% 22,070 $1.0M
Vaughan David Investments LLC 0.03% New 22,797 $1.0M
Main Street Financial Solutions, LLC 0.10% New 22,260 $981K
Heritage Wealth Advisors 0.04% No change 22,083 $973K
Robinson Value Management, Ltd. 0.65% Reduce -1.1% 21,913 $965K
Kendall Capital Management 0.33% Reduce -0.2% 21,870 $963K
Stansberry Asset Management, LLC 0.14% Add +9.3% 21,671 $955K
CIBC Private Wealth Group LLC 0.00% Reduce -4.0% 21,440 $955K
Continuum Advisory, LLC 0.14% Add +21.9% 20,376 $947K
Strategic Blueprint, LLC 0.07% Add +113.1% 21,164 $932K
Valtinson Bruner Financial Planning LLC 0.38% Add +117.1% 20,343 $896K
Total Investment Management Inc. 0.11% Reduce -0.9% 20,013 $882K
Diligent Investors, LLC 0.22% No change 19,788 $872K
Acorn Wealth Advisors, LLC 0.45% Add +7.7% 19,643 $865K
Flagship Harbor Advisors, LLC 0.06% New 19,642 $865K
Petix & Botte Co 0.21% Reduce -50.0% 19,355 $853K
Financial Network Wealth Advisors LLC 0.85% Add +64.1% 19,353 $853K
Sargent Investment Group, LLC 0.18% No change 19,081 $841K
Two Sigma Securities, LLC 0.04% Add +120.4% 18,214 $802K
CreativeOne Wealth, LLC 0.03% Reduce -30.6% 17,634 $777K
SG Americas Securities, LLC 0.00% Add +97.4% 17,530 $772K
SeaCrest Wealth Management, LLC 0.09% Add +94.7% 17,190 $757K
PGIM Custom Harvest LLC 0.02% Add +6.3% 15,907 $701K
Kingsview Wealth Management, LLC 0.02% Reduce -0.8% 15,823 $697K
Brown Advisory Inc. 0.00% No change 15,659 $690K
Caldwell Trust Co 0.08% Reduce -21.6% 15,227 $671K
Advisors Capital Management, LLC 0.01% Add +95.1% 15,096 $664K
CENTRAL TRUST Co 0.02% Reduce -1.2% 14,750 $650K
Formidable Asset Management, LLC 0.10% Reduce -12.7% 14,615 $644K
Pathway Financial Advisors LLC 0.17% No change 14,409 $635K
Confluence Wealth Services, Inc. 0.06% New 14,188 $625K
Diversify Advisory Services, LLC 0.04% — 13,851 $617K
Mitchell McLeod Pugh & Williams Inc. 0.14% Add +12.8% 13,685 $603K
Destiny Capital Corp 0.42% Add +0.6% 13,630 $600K
Nwam LLC 0.05% Reduce -0.9% 12,990 $596K
JPMorgan Chase & Co. 0.00% Reduce -91.1% 13,397 $590K
Per Stirling Capital Management, LLC. 0.10% Add +92.8% 12,977 $572K
Valmark Advisers, Inc. 0.01% Add +14.5% 12,968 $571K
Myecfo, LLC 0.33% Add +33.6% 12,925 $569K
Thrive Capital Management, LLC 0.30% New 12,822 $565K
Bank of Marin 0.49% No change 12,748 $562K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -2.0% 12,549 $553K
Auour Investments LLC 0.20% Add +1.8% 12,358 $544K
Prudential Financial Inc. 0.00% Add +37.0% 12,336 $543K
Adero Partners, LLC 0.04% No change 12,000 $529K
Wilbanks Smith & Thomas Asset Management LLC 0.01% No change 11,944 $526K
Weil Company, Inc. 0.21% No change 11,943 $526K
Betterment LLC 0.00% Add +8.9% 11,326 $499K
WASHINGTON TRUST Co 0.02% Reduce -2.8% 11,203 $493K
PNC Financial Services Group, Inc. 0.00% Reduce -0.1% 11,162 $492K
WCG Wealth Advisors LLC 0.04% Add +5.5% 11,060 $487K
Choate Investment Advisors 0.01% Reduce -57.2% 11,028 $486K
Kestra Advisory Services, LLC 0.00% Reduce -65.0% 10,847 $478K
Pathstone Holdings, LLC 0.00% No change 10,750 $474K
EP Wealth Advisors, LLC 0.01% New 10,737 $473K
Independent Advisor Alliance 0.02% Reduce -44.7% 10,428 $459K
Carmichael Hill & Associates, Inc. 0.19% Add +3.8% 10,364 $457K
Pecaut & Co. 0.17% No change 10,355 $456K
Capital Analysts, LLC 0.02% Add +2.6% 10,120 $446K
PDS Planning, Inc 0.05% Add +2.2% 9,991 $440K
Norden Group LLC 0.09% New 9,777 $431K
Laidlaw Wealth Management LLC 0.24% Add +10.6% 9,674 $426K
Segment Wealth Management, LLC 0.03% No change 9,500 $418K
Park Avenue Securities LLC 0.01% Reduce -27.5% 9,457 $417K
Middleton & Co. Inc. 0.05% New 9,151 $403K
Smith Anglin Financial, LLC 0.04% Add +3.2% 9,030 $398K
Derbend Asset Management 0.19% No change 8,652 $381K
Mutual Advisors, LLC 0.01% Reduce -44.3% 8,426 $371K
International Private Wealth Advisors LLC 0.71% New 8,376 $369K
Spire Wealth Management 0.01% Add +66.2% 8,097 $357K
Principal Securities, Inc. 0.01% Reduce -27.7% 7,394 $326K
Intrua Financial, LLC 0.05% No change 7,334 $323K
First Heartland Consultants, Inc. 0.03% Reduce -4.3% 7,234 $319K
Patten Group, Inc. 0.07% Add +23.9% 6,900 $304K
Private Trust Co. NA 0.03% Add +40.9% 6,894 $304K
Richardson Financial Services Inc. 0.21% Add +9.3% 6,848 $302K
Appleton Partners Inc. 0.02% Reduce -13.8% 6,759 $298K
Signet Financial Management, LLC 0.04% Add +15.3% 6,721 $296K
ShoreHaven Wealth Partners, LLC 0.16% Reduce -2.8% 6,591 $290K
Corient Private Wealth LP 0.00% Reduce -49.6% 6,567 $289K
Denver Wealth Management, Inc. 0.15% New 6,565 $289K
Axxcess Wealth Management, LLC 0.01% Reduce -33.4% 6,350 $280K
Lee Financial Co 0.05% No change 6,188 $273K
Sigma Planning Corp 0.01% New 6,120 $270K
Sound View Wealth Advisors Group, LLC 0.03% Reduce -1.4% 6,105 $269K
Mather Group, Llc. 0.00% Reduce -12.5% 6,532 $267K
Verdence Capital Advisors LLC 0.02% Add +14.3% 6,056 $267K
McAdam, LLC 0.02% Reduce -1.8% 6,039 $266K
Birch Capital Management, LLC 0.14% Add +70.2% 6,013 $265K
Anchor Investment Management, LLC 0.03% No change 5,961 $263K
Belpointe Asset Management LLC 0.02% Reduce -7.4% 5,959 $262K
Heritage Investors Management Corp. 0.01% No change 5,685 $250K
Allworth Financial LP 0.00% Add +447.7% 5,603 $247K
Matrix Trust Co 0.06% Add +101.8% 5,528 $244K
FMR LLC 0.00% Add +575.1% 5,462 $241K
Access Investment Management LLC 0.08% No change 5,370 $237K
Lido Advisors, LLC 0.00% Reduce -30.3% 5,357 $236K
WestEnd Advisors, LLC 0.01% Reduce -30.0% 5,285 $233K
Victory Capital Management Inc. 0.00% Reduce -30.0% 5,285 $233K
Regimen Wealth, LLC 0.08% New 5,048 $222K
Csenge Advisory Group 0.01% New 5,026 $221K
Sheets Smith Wealth Management 0.02% No change 4,957 $218K
Community Bank, N.A. 0.03% Reduce -93.0% 4,844 $213K
Integrated Wealth Concepts LLC 0.00% Reduce -14.0% 4,790 $211K
Oceanside Advisors LLC 0.17% Reduce -19.6% 4,614 $203K
DeDora Capital, Inc. 0.06% New 4,611 $203K
Cardiff Park Advisors, LLC 0.02% New 4,592 $202K
Bell Investment Advisors, Inc 0.03% No change 3,985 $176K
Nemes Rush Group LLC 0.03% Reduce -0.5% 3,976 $175K
Castleview Partners, LLC 0.08% Add +3.1% 3,276 $144K
Federation des caisses Desjardins du Quebec 0.00% Add +4.5% 2,757 $121K
Harbour Investments, Inc. 0.00% Add +44.2% 2,662 $117K
Washington Trust Advisors, Inc. 0.01% No change 2,444 $108K
Laurel Wealth Advisors LLC 0.02% No change 2,368 $104K
Colonial Trust Co / SC 0.02% Reduce -2.4% 2,329 $102K
Householder Group Estate & Retirement Specialist, LLC 0.03% Reduce -19.3% 2,265 $100K
Impact Partnership Wealth, LLC 0.04% No change 2,063 $91K
Bfsg, LLC 0.01% No change 1,877 $83K
Fortitude Family Office, LLC 0.05% Add +64.5% 1,605 $71K
National Bank of Canada 0.00% Add +12.7% 1,479 $69K
Cwm, LLC 0.00% Add +4650.0% 1,330 $59K
Hartford Financial Management Inc. 0.01% No change 1,312 $58K
Global Retirement Partners, LLC 0.00% Reduce -93.6% 1,251 $55K
Exchange Traded Concepts, LLC 0.00% New 1,242 $55K
Hollencrest Capital Management 0.00% No change 1,210 $53K
Palisade Asset Management, LLC 0.00% New 1,127 $50K
NewEdge Advisors, LLC 0.00% Add +70.0% 1,018 $45K
Bank Julius Baer & Co. Ltd, Zurich 0.00% New 1,000 $44K
Hantz Financial Services, Inc. 0.00% No change 1,000 $44K
Rakuten Securities, Inc. 0.02% New 988 $44K
Northwest Capital Management Inc 0.01% New 850 $37K
Caitlin John, LLC 0.03% Add +7.2% 845 $37K
Key Financial Inc 0.01% No change 837 $37K
Rothschild Investment LLC 0.00% No change 825 $36K
Parkside Financial Bank & Trust 0.01% Reduce -1.1% 808 $36K
Retirement Group, LLC 0.01% No change 735 $32K
Beaird Harris Wealth Management, LLC 0.00% No change 662 $29K
Sandy Spring Bank 0.00% Add +565.9% 546 $24K
Smartleaf Asset Management LLC 0.00% No change 532 $23K
HBC Financial Services, PLLC 0.02% No change 511 $23K
Financial Management Professionals, Inc. 0.00% No change 415 $18K
Tower Research Capital LLC (TRC) 0.00% Add +281.8% 378 $17K
GPS Wealth Strategies Group, LLC 0.00% No change 335 $15K
MCF Advisors LLC 0.00% New 304 $13K
Geneos Wealth Management Inc. 0.00% Add +17.4% 303 $13K
VitalStone Financial, LLC 0.01% Reduce -42.9% 300 $13K
Carolinas Wealth Consulting LLC 0.00% Add +4.5% 277 $12K
Main Street Group, LTD 0.00% No change 227 $10K
Financial Perspectives, Inc 0.00% No change 217 $10K
Salem Investment Counselors Inc. 0.00% No change 200 $9K
First Financial Corp. 0.00% No change 189 $8K
Aspire Private Capital, LLC 0.00% New 174 $8K
Signature Resources Capital Management, LLC 0.01% No change 180 $7K
Lanark Financial, Inc. 0.00% No change 178 $7K
Archer Investment Corp 0.00% No change 155 $7K
TD Capital Management LLC 0.00% No change 154 $7K
Bogart Wealth, LLC 0.00% No change 154 $7K
EverSource Wealth Advisors, LLC 0.00% New 140 $6K
Western Pacific Wealth Management, LP 0.00% New 134 $6K
AdvisorNet Financial, Inc 0.00% Reduce -49.0% 104 $5K
Signaturefd, LLC 0.00% No change 100 $4K
Sunbelt Securities, Inc. 0.00% No change 98 $4K
Creekmur Asset Management LLC 0.00% No change 87 $4K
Valued Wealth Advisors LLC 0.00% New 61 $3K
Spectrum Wealth Counsel, LLC 0.00% No change 36 $2K
Webster Bank, N. A. 0.00% Reduce -94.4% 32 $1K
Hillsdale Investment Management Inc. 0.00% No change 27 $1K
Macroview Investment Management LLC 0.00% No change 25 $1K
Brown, Lisle/Cummings, Inc. 0.00% No change 23 $1K
Covestor Ltd 0.00% No change 19 $1K
Glen Eagle Advisors, LLC 0.00% No change 11 $485
Truvestments Capital LLC 0.00% No change 5 $220

"% of holder's portfolio" is GLDM's weight in each manager's 13F, not the share of SPDR Gold Minishares Trust the manager owns.