Vault-13

WORLD GOLD TR

SPDR GLD MINIS · ETP · CUSIP 98149E204

3 institutional holders -1 vs Q1 2025
981,032981.0k shares reported held*
$64.3mreported value*
0 new 1 added 2 reduced 1 sold out net sold ≈ $1.7m (-25.7k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $65.52.

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

0510Q3 22: 7Q4 22: 9Q1 23: 8Q2 23: 4Q3 23: 5Q4 23: 3Q1 24: 5Q2 24: 3Q3 24: 3Q4 24: 3Q1 25: 4Q2 25: 33Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 20227
Q4 20229
Q1 20238
Q2 20234
Q3 20235
Q4 20233
Q1 20245
Q2 20243
Q3 20243
Q4 20243
Q1 20254
Q2 20253

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
505Q3 23: 1 bought or addedQ3 23: 3 cut or sold outQ4 23: 3 bought or addedQ4 23: 3 cut or sold outQ4 23Q1 24: 2 bought or addedQ1 24: 3 cut or sold outQ2 24: 0 bought or addedQ2 24: 5 cut or sold outQ2 24Q3 24: 1 bought or addedQ3 24: 3 cut or sold outQ4 24: 3 bought or addedQ4 24: 0 cut or sold outQ4 24Q1 25: 2 bought or addedQ1 25: 2 cut or sold outQ2 25: 1 bought or addedQ2 25: 3 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 202313
Q4 202333
Q1 202423
Q2 202405
Q3 202413
Q4 202430
Q1 202522
Q2 202513

Biggest buyers

LAM GROUP, INC. Added +22,425+22.4k

Biggest sellers

Arete Wealth Advisors, LLC Sold out -36,970-37.0k
Richard C. Young & CO., LTD. Reduced -10,996-11.0k
Sound Income Strategies, LLC Reduced -197-197

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Richard C. Young & CO., LTD. 5.51% of their portfolio NEWPORT, RI 850,512850.5k $55.7m $55.7m 5.51% Reduced -11.0k -10,996
2 LAM GROUP, INC. 5.69% of their portfolio LAKE OSWEGO, OR 129,885129.9k $8.5m $8.5m 5.69% Added +22.4k +22,425
3 Sound Income Strategies, LLC 0.00% of their portfolio FT LAUDERDALE, FL 635635 $41.6k $41.6k 0.00% Reduced -197 -197