SPDR Gold Minishares TrustGLDMETF

13F holders, Q4 2024 (December 31)
538holders +76
74new positions
34sold out
4famous investors
$52.00avg. 13F price*

At the end of Q4 2024, 538 institutions reported holding SPDR Gold Minishares Trust (GLDM) in their 13F filings, up 76 from Q3 2024. 74 opened new positions and 34 sold out. The largest holders were Sumitomo Mitsui Trust Group, Inc. ($675.9M), Morgan Stanley ($364.7M) and Evoke Wealth, LLC ($343.4M). 4 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 (Q4 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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions74$152.5M
Exits34$121.4M

All 13F filers, Q3 2024 → Q4 2024: 8,431,164 shares bought and 11,062,099 shares sold, net −2,630,935 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 538 holders

Sumitomo Mitsui Trust Group, Inc. 0.46% Reduce -5.8% 13,000,000 $675.9M
Morgan Stanley 0.03% Add +5.8% 7,014,152 $364.7M
Evoke Wealth, LLC 9.56% Add +0.7% 6,604,327 $343.4M
Cassaday & Co Wealth Management LLC 8.15% Add +1.9% 5,744,426 $298.7M
Bank of America Corp. 0.02% Add +22.0% 4,683,654 $243.5M
Asset Management One Co., Ltd. 0.67% Reduce -6.8% 3,742,777 $193.9M
UBS Group AG 0.04% Add +2.1% 3,562,518 $185.2M
State Street Corp. 0.01% Reduce -5.1% 3,062,838 $159.2M
LPL Financial LLC 0.05% Add +23.8% 2,196,980 $114.2M
Ameriprise Financial Inc. 0.03% Add +12.3% 2,092,817 $108.8M
Stifel Financial Corp. 0.11% Reduce -3.3% 2,070,717 $107.7M
3EDGE Asset Management, LP 6.21% Reduce -49.6% 1,935,854 $100.6M
Principal Financial Group Inc. 0.05% New 1,757,205 $91.4M
Strategic Financial Services, Inc. 5.03% Reduce -0.8% 1,621,215 $84.3M
Benjamin Edwards Inc. 1.02% Reduce -4.0% 1,375,700 $71.5M
Tidal Investments LLC 0.56% Reduce -14.9% 1,322,501 $68.8M
Greenline Partners, LLC 9.48% Reduce -11.5% 1,302,178 $67.7M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.69% Add +11.4% 1,298,460 $67.5M
Cohen & Steers, Inc. 0.13% Reduce -1.6% 1,277,264 $66.4M
Hollow Brook Wealth Management LLC 18.72% Add +0.9% 1,172,215 $60.9M
CW Advisors, LLC 0.80% Reduce -1.8% 1,124,194 $58.4M
Wells Fargo & Company 0.01% Add +7.3% 1,121,616 $58.3M
Bank of New York Mellon Corp 0.01% Reduce -5.5% 1,037,478 $53.9M
Sei Investments Co. 0.07% Add +12.2% 1,026,038 $53.3M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.11% Reduce -3.4% 980,776 $51.0M
HighTower Advisors, LLC 0.07% Reduce -0.7% 927,764 $48.2M
Gradient Investments LLC 0.97% Add +2.0% 918,918 $47.8M
Great Valley Advisor Group, Inc. 1.07% Add +5.0% 918,112 $47.7M
Envestnet Asset Management Inc. 0.02% Add +6.9% 908,877 $47.3M
Raymond James Financial Inc. 0.02% — 840,500 $43.7M
Cerity Partners LLC 0.09% Add +1.6% 836,605 $43.5M
Royal Bank of Canada 0.01% Reduce -4.9% 767,737 $39.9M
American Investment Services, Inc. 6.73% Reduce -3.4% 731,403 $38.0M
Nepc LLC 1.02% Add +27.3% 729,530 $37.9M
JPMorgan Chase & Co. 0.00% Add +311.7% 728,424 $37.9M
Manufacturers Life Insurance Company, The 0.03% Reduce -2.1% 673,779 $35.0M
Van Eck Associates Corp. 0.04% Add +0.9% 665,936 $34.6M
Capital Planning Advisors, LLC 5.21% Reduce -8.0% 649,170 $33.8M
Confluence Investment Management LLC 0.45% Add +1.0% 627,966 $32.6M
MBL Wealth, LLC 3.03% Add +0.3% 579,391 $30.1M
Resona Asset Management Co.,Ltd. 0.18% Add +26.5% 579,100 $30.0M
Equitable Holdings, Inc. 0.28% Add +11.5% 559,372 $29.1M
Burt Wealth Advisors 7.25% Reduce -1.0% 549,192 $28.6M
Bluespring Wealth Management, LLC 2.65% Reduce -1.5% 495,892 $25.8M
Goldman Sachs Group Inc. 0.00% Reduce -2.2% 494,683 $25.7M
Townsquare Capital LLC 0.29% Reduce -27.4% 493,517 $25.7M
Baird Financial Group, Inc. 0.05% Add +6.6% 473,843 $24.6M
Assetmark, Inc. 0.07% Reduce -2.4% 473,100 $24.6M
OVERSEA-CHINESE BANKING Corp Ltd 0.68% Add +0.5% 454,659 $23.6M
Osaic Holdings, Inc. 0.05% Add +5.8% 440,752 $22.9M
Sentinel Pension Advisors, LLC 4.17% Add +1.8% 432,786 $22.5M
Cambridge Investment Research Advisors, Inc. 0.07% Reduce -24.6% 393,194 $20.4M
Rockefeller Capital Management L.P. 0.05% Add +11.8% 378,786 $19.7M
Bangor Savings Bank 1.80% Add +6.0% 369,359 $19.2M
Parcion Private Wealth LLC 1.40% Add +7.0% 351,765 $18.3M
Evernest Financial Advisors, LLC 4.63% Add +15.3% 343,392 $17.9M
Brandywine Oak Private Wealth LLC 1.70% Reduce -5.1% 334,178 $17.4M
Private Advisor Group, LLC 0.09% Add +4.6% 315,620 $16.4M
Nottingham Advisors, Inc. 2.08% Reduce -7.3% 314,793 $16.4M
US Bancorp \de 0.02% Add +41.4% 304,131 $15.8M
Fullerton Fund Management Co Ltd. 0.55% Reduce -1.4% 302,199 $15.7M
Northwestern Mutual Wealth Management Co. 0.01% Add +26.9% 288,771 $15.0M
NavPoint Financial, Inc. 11.65% Reduce -5.1% 283,289 $14.7M
Composition Wealth, LLC 0.30% Reduce -6.5% 280,792 $14.6M
Austin Wealth Management, LLC 2.87% Add +3.9% 258,313 $13.8M
SBI Securities Co., Ltd. 0.42% — 263,998 $13.7M
Deutsche Bank AG 0.01% Add +2.1% 255,382 $13.3M
Wealth Enhancement Advisory Services, LLC 0.02% Reduce -3.1% 245,150 $12.7M
Piedmont Capital Management, LLC 7.55% Reduce -0.0% 237,864 $12.5M
Keudell/Morrison Wealth Management 3.25% Reduce -0.7% 239,947 $12.5M
Warren Street Wealth Advisors, LLC 4.99% Add +1.6% 233,960 $12.2M
Peak Financial Advisors LLC 6.11% Reduce -0.3% 225,780 $11.7M
Timber Creek Capital Management LLC 3.35% Add +0.9% 223,331 $11.6M
Gould Asset Management LLC 2.36% Add +10.1% 215,922 $11.2M
CoreCap Advisors, LLC 0.44% Add +2.8% 185,631 $9.7M
Farther Finance Advisors, LLC 0.34% Add +69.2% 179,995 $9.4M
China Universal Asset Management Co., Ltd. 0.87% Add +90.2% 179,200 $9.3M
&partners 0.11% Add +100.4% 176,103 $9.3M
R. W. Roge & Company, Inc. 4.83% Reduce -3.4% 172,334 $9.0M
Alaska Permanent Fund Corp 0.13% No change 171,000 $8.9M
Nisa Investment Advisors, LLC 0.03% Reduce -49.5% 170,300 $8.9M
Encompass More Asset Management 2.91% Add +13.5% 169,646 $8.8M
Harbor Investment Advisory, LLC 0.82% Add +2.9% 169,050 $8.8M
Stratos Wealth Partners, LTD. 0.12% Reduce -4.0% 165,620 $8.6M
Mariner, LLC 0.01% Add +83.8% 160,562 $8.3M
Avid Wealth Partners LLC 5.76% Reduce -5.5% 155,972 $8.1M
Sterling Investment Advisors, Ltd. 1.93% Reduce -1.4% 152,904 $7.9M
Medici Capital LLC 10.22% Reduce -72.5% 152,540 $7.9M
MML Investors Services, LLC 0.03% Add +51.4% 142,948 $7.4M
National Bank of Canada 0.01% Add +7.9% 142,646 $7.4M
Commonwealth Equity Services, LLC 0.01% Add +9.3% 141,729 $7.4M
AIFG Consultants Ltd. 11.98% Reduce -13.8% 141,180 $7.3M
LWM Advisory Services, LLC 4.96% Add +542.1% 137,106 $7.1M
Continuum Wealth Advisors, LLC 3.58% Add +5.6% 136,234 $7.1M
Wealth Advisory Solutions, LLC 1.98% Reduce -3.4% 136,027 $7.1M
Hudson Capital Management LLC 2.25% Reduce -6.1% 134,491 $7.0M
Retirement Income Solutions, Inc. 1.40% Add +0.3% 133,659 $6.9M
WR Wealth Planners, LLC 2.22% Add +1.7% 133,029 $6.9M
Versant Capital Management, Inc 1.48% Reduce -1.6% 131,882 $6.9M
Plum Street Advisors, LLC 3.31% Add +24.1% 129,013 $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 538 holders