SPDR Gold Minishares TrustGLDMETF

13F holders, Q1 2025 (March 31)
613holders +75
102new positions
22sold out
4famous investors
$61.75avg. 13F price*

At the end of Q1 2025, 613 institutions reported holding SPDR Gold Minishares Trust (GLDM) in their 13F filings, up 75 from Q4 2024. 102 opened new positions and 22 sold out. The largest holders were Sumitomo Mitsui Trust Group, Inc. ($903.4M), Morgan Stanley ($482.1M) and Evoke Wealth, LLC ($423.6M). 4 famous investors held it, including Chris Bloomstran (0.2% 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 (Q1 2025)
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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions102$594.2M
Exits22$27.3M

All 13F filers, Q4 2024 → Q1 2025: 23,228,649 shares bought and 4,971,272 shares sold, net +18,257,377 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 613 holders

Sumitomo Mitsui Trust Group, Inc. 0.64% Add +12.3% 14,596,294 $903.4M
Morgan Stanley 0.03% Add +11.1% 7,790,167 $482.1M
Evoke Wealth, LLC 11.05% Add +3.6% 6,844,570 $423.6M
Bank of America Corp. 0.04% Add +38.1% 6,469,898 $400.4M
Cassaday & Co Wealth Management LLC 9.97% Reduce -0.3% 5,727,352 $354.5M
Asset Management One Co., Ltd. 0.86% Add +7.0% 4,004,390 $247.8M
Jane Street Group, LLC 0.42% New 3,739,583 $231.4M
UBS Group AG 0.04% Reduce -13.0% 3,100,672 $191.9M
Principal Financial Group Inc. 0.09% Add +55.3% 2,729,216 $168.9M
LPL Financial LLC 0.07% Add +23.6% 2,715,752 $168.1M
State Street Corp. 0.01% Reduce -12.3% 2,686,888 $166.3M
Ameriprise Financial Inc. 0.04% Add +5.1% 2,200,062 $135.5M
Stifel Financial Corp. 0.11% Reduce -19.3% 1,671,137 $103.4M
3EDGE Asset Management, LP 6.51% Reduce -20.1% 1,547,097 $95.7M
Strategic Financial Services, Inc. 5.58% Reduce -5.1% 1,539,154 $95.3M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.88% Add +8.0% 1,402,610 $86.8M
JPMorgan Chase & Co. 0.01% Add +88.6% 1,373,676 $85.0M
Wells Fargo & Company 0.02% Add +16.1% 1,302,199 $80.6M
Hollow Brook Wealth Management LLC 21.08% Reduce -1.5% 1,154,934 $71.5M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.15% Add +17.5% 1,152,677 $71.3M
Greenline Partners, LLC 10.28% Reduce -11.7% 1,150,063 $71.2M
Tidal Investments LLC 0.60% Reduce -13.1% 1,148,928 $71.1M
Sei Investments Co. 0.09% Add +10.2% 1,130,805 $70.0M
Cohen & Steers, Inc. 0.13% Reduce -12.8% 1,114,278 $69.0M
Mizuho Bank, Ltd. 15.37% New 1,100,000 $68.1M
CW Advisors, LLC 0.81% Reduce -2.5% 1,096,041 $67.8M
Envestnet Asset Management Inc. 0.02% Add +20.1% 1,091,182 $67.5M
Charles Schwab Investment Management Inc. 0.01% New 1,055,916 $65.4M
HighTower Advisors, LLC 0.08% Add +8.9% 1,010,288 $62.5M
Benjamin Edwards Inc. 0.86% Reduce -27.6% 996,596 $61.7M
Cerity Partners LLC 0.13% Add +18.7% 993,409 $61.5M
Great Valley Advisor Group, Inc. 1.28% Add +4.5% 959,007 $59.4M
Resona Asset Management Co.,Ltd. 0.34% Add +65.5% 958,500 $58.5M
Raymond James Financial Inc. 0.02% Add +11.1% 933,461 $57.8M
Bank of New York Mellon Corp 0.01% Reduce -10.3% 930,461 $57.6M
Gradient Investments LLC 1.13% Reduce -1.4% 906,303 $56.1M
Private Advisor Group, LLC 0.34% Add +185.0% 899,411 $55.7M
Royal Bank of Canada 0.01% Add +16.6% 895,436 $55.4M
American Investment Services, Inc. 7.32% Reduce -8.2% 671,651 $41.6M
Van Eck Associates Corp. 0.05% Add +0.8% 671,036 $41.5M
Equitable Holdings, Inc. 0.39% Add +19.3% 667,368 $41.3M
Parcion Private Wealth LLC 3.31% Add +86.2% 655,042 $40.5M
Nepc LLC 1.10% Reduce -11.7% 644,121 $39.9M
Manufacturers Life Insurance Company, The 0.04% Reduce -4.4% 644,091 $39.9M
Capital Planning Advisors, LLC 6.10% Reduce -1.6% 638,983 $39.5M
MBL Wealth, LLC 3.58% Reduce -1.5% 570,860 $35.3M
Burt Wealth Advisors 8.43% Reduce -1.0% 543,725 $33.7M
Tradewinds Capital Management, LLC 8.42% Add +206161.0% 507,402 $31.4M
Townsquare Capital LLC 0.33% Add +1.6% 501,477 $31.0M
Osaic Holdings, Inc. 0.07% Add +11.8% 492,759 $30.5M
Assetmark, Inc. 0.08% Add +1.6% 480,544 $29.7M
US Bancorp \de 0.04% Add +56.6% 476,160 $29.5M
Baird Financial Group, Inc. 0.06% Reduce -0.5% 471,730 $29.2M
Confluence Investment Management LLC 0.42% Reduce -25.1% 470,195 $29.1M
Bluespring Wealth Management, LLC 2.93% Reduce -6.3% 464,849 $28.8M
OVERSEA-CHINESE BANKING Corp Ltd 0.83% Add +1.0% 459,326 $28.4M
Cresset Asset Management, LLC 0.14% New 454,934 $28.2M
Sentinel Pension Advisors, LLC 5.02% Add +1.8% 440,374 $27.3M
Bangor Savings Bank 2.43% Add +12.4% 415,196 $25.7M
Cambridge Investment Research Advisors, Inc. 0.09% Add +3.5% 406,876 $25.2M
Evernest Financial Advisors, LLC 8.25% Add +8.2% 371,367 $23.0M
SBI Securities Co., Ltd. 0.73% Add +33.1% 351,451 $21.8M
Quadrature Capital Ltd 0.48% New 346,297 $21.4M
Northwestern Mutual Wealth Management Co. 0.02% Add +18.9% 343,371 $21.3M
Fullerton Fund Management Co Ltd. 1.32% Add +9.7% 331,508 $20.5M
Cetera Investment Advisers 0.04% New 326,405 $20.2M
Rockefeller Capital Management L.P. 0.05% Reduce -18.9% 307,081 $19.0M
McMorgan & Co. LLC 3.02% New 304,593 $18.9M
Brandywine Oak Private Wealth LLC 1.74% Reduce -14.4% 286,072 $17.7M
Austin Wealth Management, LLC 3.48% Add +1.4% 262,032 $17.3M
NavPoint Financial, Inc. 12.11% Reduce -1.8% 278,224 $17.2M
Mission Creek Capital Partners, Inc. 4.11% Add +348.0% 273,722 $16.9M
Composition Wealth, LLC 0.32% Reduce -6.9% 261,472 $16.2M
Keudell/Morrison Wealth Management 3.77% Add +7.6% 258,252 $16.0M
Gould Asset Management LLC 3.21% Add +16.5% 251,635 $15.6M
Farther Finance Advisors, LLC 0.39% Add +38.5% 249,390 $15.4M
Penserra Capital Management LLC 0.27% New 242,895 $15.0M
Mariner, LLC 0.02% Add +49.9% 240,661 $14.9M
Deutsche Bank AG 0.01% Reduce -5.9% 240,382 $14.9M
Warren Street Wealth Advisors, LLC 5.78% Add +1.9% 238,301 $14.7M
Nottingham Advisors, Inc. 2.22% Add +73.0% 544,662 $14.6M
Citadel Advisors 0.01% Add +454.9% 225,533 $14.0M
Piedmont Capital Management, LLC 10.00% Reduce -0.9% 235,622 $13.9M
Wealth Enhancement Advisory Services, LLC 0.03% Reduce -8.7% 223,819 $13.9M
Peak Financial Advisors LLC 7.05% Reduce -0.9% 223,773 $13.8M
Timber Creek Capital Management LLC 3.65% Reduce -0.9% 221,363 $13.7M
Renaissance Technologies 0.02% Add +68.6% 210,200 $13.0M
CoreCap Advisors, LLC 0.55% Add +9.2% 202,625 $12.5M
&partners 0.12% Add +6.6% 187,747 $11.5M
Medici Capital LLC 13.88% Add +20.6% 184,034 $11.4M
Commonwealth Equity Services, LLC 0.02% Add +29.8% 183,923 $11.4M
Encompass More Asset Management 3.38% Add +8.1% 183,329 $11.3M
Harbor Investment Advisory, LLC 1.09% Add +7.3% 181,378 $11.2M
Alaska Permanent Fund Corp 0.16% No change 171,000 $11.2M
AE Wealth Management LLC 0.09% Add +37.8% 176,117 $10.9M
Mirae Asset Global Investments Co., Ltd. 0.04% Add +45.8% 176,200 $10.8M
MML Investors Services, LLC 0.03% Add +16.6% 166,628 $10.3M
Stratos Wealth Partners, LTD. 0.15% Reduce -1.9% 162,405 $10.1M
LWM Advisory Services, LLC 6.95% Add +17.9% 161,714 $10.0M
R. W. Roge & Company, Inc. 5.41% Reduce -7.3% 159,664 $9.9M

"% 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 613 holders