SPDR Gold Minishares TrustGLDMETF

13F holders, Q3 2024 (September 30)
462holders +59
81new positions
24sold out
3famous investors
$52.18avg. 13F price*

At the end of Q3 2024, 462 institutions reported holding SPDR Gold Minishares Trust (GLDM) in their 13F filings, up 59 from Q2 2024. 81 opened new positions and 24 sold out. The largest holders were Sumitomo Mitsui Trust Group, Inc. ($719.4M), Morgan Stanley ($345.6M) and Evoke Wealth, LLC ($341.8M). 3 famous investors held it, including Chris Bloomstran (0.1% of Semper Augustus Investments's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
SPDR Gold Minishares Trust
Filed as
WORLD GOLD TR (Q3 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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions81$869.5M
Exits24$45.4M

All 13F filers, Q2 2024 → Q3 2024: 27,562,225 shares bought and 6,159,749 shares sold, net +21,402,476 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 462 holders

Sumitomo Mitsui Trust Group, Inc. 0.50% No change 13,800,000 $719.4M
Morgan Stanley 0.03% Add +4.4% 6,628,887 $345.6M
Evoke Wealth, LLC 9.33% New 6,556,986 $341.8M
Cassaday & Co Wealth Management LLC 8.31% New 5,637,993 $293.9M
Asset Management One Co., Ltd. 0.75% Add +28.1% 4,017,429 $209.4M
3EDGE Asset Management, LP 14.20% Add +14.3% 3,840,498 $200.2M
Bank of America Corp. 0.02% Add +14.0% 3,840,460 $200.2M
UBS Group AG 0.05% Add +6.2% 3,488,296 $181.8M
State Street Corp. 0.01% Add +43.2% 3,226,956 $168.2M
Stifel Financial Corp. 0.12% Add +2.2% 2,141,060 $111.6M
Citigroup Inc. 0.09% Add +5727072.7% 1,889,967 $98.5M
Ameriprise Financial Inc. 0.03% Reduce -10.4% 1,864,500 $97.2M
LPL Financial LLC 0.04% Add +15.5% 1,774,767 $92.5M
Strategic Financial Services, Inc. 5.05% Reduce -0.1% 1,633,683 $85.2M
Quadrature Capital Ltd 1.92% New 1,624,903 $84.7M
Tidal Investments LLC 0.89% Add +0.1% 1,553,777 $81.0M
Greenline Partners, LLC 10.98% Reduce -1.6% 1,471,655 $76.7M
Benjamin Edwards Inc. 1.09% Add +1805.0% 1,432,715 $74.7M
Cohen & Steers, Inc. 0.12% Add +26.6% 1,298,609 $67.7M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.65% Add +10.9% 1,165,360 $60.8M
Hollow Brook Wealth Management LLC 17.96% Add +0.7% 1,162,135 $60.6M
CW Advisors, LLC 0.80% Reduce -18.0% 1,145,263 $59.7M
Bank of New York Mellon Corp 0.01% Reduce -1.8% 1,097,974 $57.2M
Wells Fargo & Company 0.01% Reduce -1.3% 1,044,821 $54.5M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.12% New 1,015,493 $52.9M
HighTower Advisors, LLC 0.07% Reduce -4.6% 934,077 $48.7M
Sei Investments Co. 0.06% Add +37.0% 914,773 $47.7M
Gradient Investments LLC 0.98% Reduce -0.4% 900,583 $46.9M
Great Valley Advisor Group, Inc. 1.12% Reduce -2.9% 874,146 $45.6M
Envestnet Asset Management Inc. 0.01% Add +8.1% 850,112 $44.3M
Cerity Partners LLC 0.10% Add +50.8% 823,185 $42.9M
Royal Bank of Canada 0.01% Reduce -7.3% 807,478 $42.1M
American Investment Services, Inc. 6.59% Reduce -4.7% 756,959 $39.5M
Capital Planning Advisors, LLC 5.56% Add +12.6% 705,910 $36.8M
Manufacturers Life Insurance Company, The 0.03% Add +0.1% 688,018 $35.9M
Van Eck Associates Corp. 0.04% No change 659,993 $35.5M
Townsquare Capital LLC 0.42% Add +12.0% 679,830 $35.4M
Confluence Investment Management LLC 0.43% Add +2.9% 621,956 $32.4M
MBL Wealth, LLC 3.24% Add +0.5% 577,370 $30.1M
Nepc LLC 0.90% No change 573,070 $29.9M
Medici Capital LLC 56.62% No change 555,240 $28.9M
Burt Wealth Advisors 7.11% Reduce -0.4% 554,495 $28.9M
Cambridge Investment Research Advisors, Inc. 0.09% Add +40.9% 521,857 $27.2M
Goldman Sachs Group Inc. 0.01% New 505,990 $26.4M
Bluespring Wealth Management, LLC 2.63% Reduce -2.9% 503,336 $26.2M
Equitable Holdings, Inc. 0.25% Add +22.9% 501,522 $26.1M
Raymond James Financial Services Advisors, Inc. 0.03% Add +21.1% 493,386 $25.7M
Assetmark, Inc. 0.07% Reduce -3.0% 484,499 $25.3M
Resona Asset Management Co.,Ltd. 0.14% Add +40.6% 457,700 $24.1M
OVERSEA-CHINESE BANKING Corp Ltd 0.66% Add +18.6% 452,446 $23.6M
Baird Financial Group, Inc. 0.04% Add +3.2% 444,397 $23.2M
Sentinel Pension Advisors, LLC 4.27% Add +2.4% 425,287 $22.2M
Osaic Holdings, Inc. 0.05% Reduce -35.9% 416,734 $21.7M
Brandywine Oak Private Wealth LLC 1.78% Reduce -5.1% 352,274 $18.4M
Bangor Savings Bank 1.71% Add +60.9% 348,303 $18.2M
Nottingham Advisors, Inc. 1.96% Reduce -4.5% 339,706 $17.7M
Rockefeller Capital Management L.P. 0.05% Add +65.0% 338,741 $17.6M
Nisa Investment Advisors, LLC 0.10% No change 337,200 $17.6M
Parcion Private Wealth LLC 1.42% Add +6.0% 328,641 $17.1M
Joseph Group Capital Management 6.27% Reduce -0.3% 314,735 $16.4M
Fullerton Fund Management Co Ltd. 0.67% Add +1180.1% 306,485 $16.0M
Private Advisor Group, LLC 0.10% Add +7.9% 301,686 $15.7M
Composition Wealth, LLC 0.36% Reduce -57.9% 300,223 $15.7M
Raymond James & Associates 0.01% Reduce -55.0% 299,160 $15.6M
NavPoint Financial, Inc. 12.54% Reduce -13.2% 298,529 $15.6M
Evernest Financial Advisors, LLC 4.18% Add +8.8% 297,689 $15.5M
Orion Porfolio Solutions, LLC 0.15% Reduce -8.0% 293,073 $15.3M
Orion Portfolio Solutions, LLC 0.15% Reduce -8.0% 293,073 $15.3M
Wealth Enhancement Advisory Services, LLC 0.03% Add +8.2% 253,094 $13.2M
Austin Wealth Management, LLC 2.87% Add +3.6% 248,688 $13.1M
Deutsche Bank AG 0.01% No change 250,000 $13.0M
Synovus Financial Corp. 0.15% Add +82.1% 244,514 $12.7M
Piedmont Capital Management, LLC 7.64% Add +34.6% 237,906 $12.7M
Keudell/Morrison Wealth Management 3.42% Reduce -0.0% 241,598 $12.6M
Warren Street Wealth Advisors, LLC 4.97% New 230,311 $12.0M
Northwestern Mutual Wealth Management Co. 0.01% Add +1541.0% 227,496 $11.9M
Peak Financial Advisors LLC 6.07% Add +1.8% 226,582 $11.8M
Timber Creek Capital Management LLC 3.23% Reduce -0.8% 221,394 $11.5M
US Bancorp \de 0.01% Add +9.7% 215,168 $11.2M
Gould Asset Management LLC 2.19% Reduce -19.9% 196,047 $10.2M
CoreCap Advisors, LLC 0.44% New 180,666 $9.4M
R. W. Roge & Company, Inc. 4.97% Reduce -2.8% 178,431 $9.3M
JPMorgan Chase & Co. 0.00% Reduce -19.7% 176,936 $9.2M
Stratos Wealth Partners, LTD. 0.13% Add +6.8% 172,566 $9.0M
Alaska Permanent Fund Corp 0.13% No change 171,000 $8.9M
Avid Wealth Partners LLC 6.09% Add +3.5% 165,131 $8.6M
Harbor Investment Advisory, LLC 0.84% Add +6.4% 164,273 $8.6M
AIFG Consultants Ltd. 6.48% Reduce -3.8% 163,688 $8.5M
Sterling Investment Advisors, Ltd. 2.05% Reduce -1.7% 155,128 $8.1M
Encompass More Asset Management 2.97% Add +75.8% 149,513 $7.8M
Hudson Capital Management LLC 2.47% Reduce -3.4% 143,252 $7.5M
Wealth Advisory Solutions, LLC 2.02% Add +0.1% 140,745 $7.3M
Copley Financial Group, Inc. 6.57% — 138,685 $7.2M
Versant Capital Management, Inc 1.59% Reduce -3.0% 134,001 $7.0M
Retirement Income Solutions, Inc. 1.59% Add +0.9% 133,310 $6.9M
National Bank of Canada 0.01% Add +8398.6% 132,239 $6.9M
WR Wealth Planners, LLC 1.90% Reduce -6.5% 130,768 $6.8M
Alliance Wealth Advisors, LLC 1.78% Add +30.3% 130,106 $6.8M
Commonwealth Equity Services, LLC 0.01% Add +2.3% 129,674 $6.8M
GeoWealth Management, LLC 0.24% Add +156.5% 129,252 $6.7M

"% 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 462 holders