SPDR Gold Minishares TrustGLDMETF

13F holders, Q2 2024 (June 30)
403holders +32
52new positions
23sold out
1famous investor
$44.91avg. 13F price*

At the end of Q2 2024, 403 institutions reported holding SPDR Gold Minishares Trust (GLDM) in their 13F filings, up 32 from Q1 2024. 52 opened new positions and 23 sold out. The largest holders were Sumitomo Mitsui Trust Group, Inc. ($636.0M), Morgan Stanley ($292.6M) and Bank of America Corp. ($155.3M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
SPDR Gold Minishares Trust
Filed as
WORLD GOLD TR (Q2 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 → Q2 2024

InstitutionsTotal Value
New Positions52$142.8M
Exits23$315.4M

All 13F filers, Q1 2024 → Q2 2024: 11,770,521 shares bought and 15,328,263 shares sold, net −3,557,742 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 403 holders

Sumitomo Mitsui Trust Group, Inc. 0.47% No change 13,800,000 $636.0M
Morgan Stanley 0.02% Add +7.9% 6,348,054 $292.6M
Bank of America Corp. 0.01% Add +13.2% 3,368,958 $155.3M
3EDGE Asset Management, LP 12.15% Add +48.5% 3,358,936 $154.8M
UBS Group AG 0.05% Add +4.3% 3,285,453 $151.4M
Asset Management One Co., Ltd. 0.55% Reduce -16.2% 3,136,736 $144.6M
State Street Corp. 0.00% Reduce -5.0% 2,253,546 $103.9M
Stifel Financial Corp. 0.11% Reduce -6.2% 2,094,301 $96.5M
Ameriprise Financial Inc. 0.03% Reduce -12.3% 2,079,952 $95.9M
Strategic Financial Services, Inc. 4.77% Add +0.9% 1,634,759 $75.3M
Tidal Investments LLC 0.99% Reduce -16.6% 1,552,531 $71.6M
LPL Financial LLC 0.04% Add +1.3% 1,536,001 $70.8M
Greenline Partners, LLC 10.52% Reduce -0.1% 1,495,208 $69.1M
CW Advisors, LLC 1.02% Reduce -8.3% 1,396,859 $64.4M
Benjamin F. Edwards & Company, Inc. 1.05% Reduce -6.1% 1,301,675 $60.0M
Hollow Brook Wealth Management LLC 18.07% Add +2.1% 1,154,676 $53.2M
Bank of New York Mellon Corp 0.01% Reduce -9.2% 1,118,257 $51.5M
Wells Fargo & Company 0.01% Add +11.2% 1,058,825 $48.8M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.57% Add +14.7% 1,051,160 $48.4M
Cohen & Steers, Inc. 0.10% Add +45.1% 1,026,145 $47.3M
HighTower Advisors, LLC 0.07% New 979,010 $45.1M
Gradient Investments LLC 0.94% Reduce -32.4% 904,320 $41.7M
Great Valley Advisor Group, Inc. 1.16% Add +7.1% 899,915 $41.5M
Royal Bank of Canada 0.01% Reduce -1.5% 871,060 $40.1M
American Investment Services, Inc. 6.48% Reduce -7.9% 794,018 $36.6M
Envestnet Asset Management Inc. 0.01% Add +18.2% 786,355 $36.2M
Composition Wealth, LLC 0.80% Reduce -42.0% 713,033 $32.9M
Manufacturers Life Insurance Company, The 0.03% New 687,532 $31.7M
Sei Investments Co. 0.04% Add +17.0% 667,753 $30.8M
Raymond James & Associates 0.02% Add +78.7% 664,201 $30.6M
Van Eck Associates Corp. 0.04% No change 659,993 $30.4M
Osaic Holdings, Inc. 0.07% Add +59.5% 650,088 $30.0M
Capital Planning Advisors, LLC 4.94% Reduce -3.7% 626,854 $28.9M
Townsquare Capital LLC 0.38% Add +63.6% 606,787 $28.0M
Confluence Investment Management LLC 0.40% Reduce -1.8% 604,725 $27.9M
MBL Wealth, LLC 2.96% Add +1.2% 574,241 $26.5M
Nepc LLC 0.87% Reduce -13.1% 573,070 $26.4M
Burt Wealth Advisors 6.76% Reduce -6.6% 556,760 $25.7M
Medici Capital LLC 56.46% Add +370.0% 555,240 $25.6M
Cerity Partners LLC 0.07% Add +5.0% 545,781 $25.2M
Bluespring Wealth Management, LLC 2.57% Add +0.9% 518,539 $23.9M
Assetmark, Inc. 0.07% Reduce -4.4% 499,241 $23.0M
Baird Financial Group, Inc. 0.04% Reduce -2.7% 430,743 $19.9M
Sentinel Pension Advisors, LLC 3.97% Add +2.0% 415,422 $19.1M
Equitable Holdings, Inc. 0.20% Add +383.7% 408,193 $18.8M
Raymond James Financial Services Advisors, Inc. 0.03% Add +1.9% 407,243 $18.8M
OVERSEA-CHINESE BANKING Corp Ltd 0.53% Reduce -3.3% 381,610 $17.6M
Brandywine Oak Private Wealth LLC 1.76% Reduce -23.2% 371,058 $17.1M
Cambridge Investment Research Advisors, Inc. 0.06% Add +56.3% 370,437 $17.1M
Nottingham Advisors, Inc. 1.94% Add +0.3% 355,594 $16.4M
NavPoint Financial, Inc. 13.76% Reduce -9.9% 343,891 $15.8M
Nisa Investment Advisors, LLC 0.10% New 337,200 $15.5M
Resona Asset Management Co.,Ltd. 0.09% Add +45.0% 325,455 $15.0M
Orion Porfolio Solutions, LLC 0.15% Add +68.7% 318,436 $14.7M
Orion Portfolio Solutions, LLC 0.15% Add +68.7% 318,436 $14.7M
Joseph Group Capital Management 7.56% Reduce -8.5% 315,845 $14.6M
Parcion Private Wealth LLC 1.31% Reduce -4.1% 309,919 $14.3M
Private Advisor Group, LLC 0.09% Add +2.2% 279,698 $12.9M
Evernest Financial Advisors, LLC 5.65% Add +1.4% 273,524 $12.6M
Cetera Investment Advisers 0.03% Reduce -8.8% 257,123 $11.9M
Deutsche Bank AG 0.01% No change 250,000 $11.5M
Austin Wealth Management, LLC 2.69% Add +3.0% 240,024 $11.5M
New York State Common Retirement Fund 0.01% New 248,265 $11.4M
Gould Asset Management LLC 2.60% Add +0.8% 244,853 $11.3M
Keudell/Morrison Wealth Management 3.26% Reduce -4.7% 241,642 $11.1M
Wealth Enhancement Advisory Services, LLC 0.03% Reduce -2.9% 233,994 $10.8M
Timber Creek Capital Management LLC 3.10% Reduce -10.1% 223,136 $10.3M
Peak Financial Advisors LLC 5.89% Add +14.9% 222,625 $10.3M
JPMorgan Chase & Co. 0.00% Add +1543.9% 220,229 $10.2M
Bangor Savings Bank 1.00% Add +2.7% 216,519 $10.0M
Rockefeller Capital Management L.P. 0.03% Add +0.5% 205,300 $9.5M
US Bancorp \de 0.01% Add +488.3% 196,111 $9.0M
R. W. Roge & Company, Inc. 4.83% Reduce -3.6% 183,580 $8.5M
Alaska Permanent Fund Corp 0.12% Reduce -93.5% 171,000 $8.3M
Jane Street Group, LLC 0.01% Add +140.3% 177,651 $8.2M
Piedmont Capital Management, LLC 5.43% No change 176,776 $8.0M
JNBA Financial Advisors 0.84% Reduce -32.0% 171,854 $7.9M
AIFG Consultants Ltd. 5.83% Reduce -4.7% 170,151 $7.8M
Stratos Wealth Partners, LTD. 0.12% Add +1.4% 161,614 $7.4M
Avid Wealth Partners LLC 5.71% Reduce -6.0% 159,548 $7.4M
Sterling Investment Advisors, Ltd. 1.97% Reduce -3.3% 157,842 $7.3M
Continuum Wealth Advisors, LLC 3.78% New 155,900 $7.2M
Harbor Investment Advisory, LLC 0.74% Add +2.6% 154,423 $7.1M
Clark Capital Management Group, Inc. 0.05% Add +11.2% 152,018 $7.0M
Hudson Capital Management LLC 2.38% Reduce -0.2% 148,329 $6.8M
Wealth Advisory Solutions, LLC 1.76% Reduce -65.8% 140,577 $6.5M
WR Wealth Planners, LLC 1.97% Reduce -4.8% 139,903 $6.4M
Glenview Trust Co 0.13% Add +0.0% 139,521 $6.4M
Versant Capital Management, Inc 1.61% Reduce -1.4% 138,104 $6.4M
Synovus Financial Corp. 0.08% Reduce -5.8% 134,293 $6.2M
Retirement Income Solutions, Inc. 1.47% Reduce -4.3% 132,108 $6.1M
Arete Wealth Advisors, LLC 0.48% Add +24.3% 127,765 $5.9M
Commonwealth Equity Services, LLC 0.01% Add +24.3% 126,776 $5.8M
Hobbs Group Advisors, LLC 2.15% — 122,652 $5.7M
AMJ Financial Wealth Management 1.72% Add +1.3% 119,568 $5.5M
Citadel Advisors 0.01% Reduce -8.3% 115,279 $5.3M
Avior Wealth Management, LLC 0.22% Add +7.7% 112,974 $5.2M
Managed Asset Portfolios, LLC 0.77% Add +19.9% 112,904 $5.2M
Quent Capital, LLC 0.57% Add +13.7% 112,438 $5.2M
Truist Financial Corp. 0.01% Add +37.4% 111,462 $5.1M

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

Show all 403 holders