WORLD GOLD TR GLDM
SPDR GLD MINIS · ETP · CUSIP 98149E303
- SectorFinancials
- IndustryCommodity Contracts Brokers & Dealers
- HeadquartersNew York, NY
- FilingsSEC EDGAR
250
institutional holders
86.2m
shares reported held*
$2.8bnreported value*
* 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 ≈ $32.98.
Insider purchases and sales in Q3 2022
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
None reported in Q3 2022.
Holders, Q3 2022
| Manager | Shares | Change |
|---|---|---|
| Sumitomo Mitsui Trust Group, Inc. 0.33% of their portfolio | 12.0m $395.8m | — |
| Wealthsimple Inc. 7.19% of their portfolio | 5.9m $193.3m | — |
| MORGAN STANLEY 0.02% of their portfolio | 5.3m $175.0m | — |
| Alaska Permanent Fund Corp 3.09% of their portfolio | 5.2m $172.3m | — |
| EVOKE WEALTH, LLC 6.00% of their portfolio | 4.5m $148.6m | — |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 11.36% of their portfolio | 4.2m $140.0m | — |
| Tidal Investments LLC 5.19% of their portfolio | 3.8m $125.0m | — |
| RGT Wealth Advisors, LLC 19.14% of their portfolio | 3.6m $120.1m | — |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 1.8m $60.2m | — |
| Asset Management One Co., Ltd. 0.30% of their portfolio | 1.8m $59.5m | — |
| Gradient Investments LLC 1.80% of their portfolio | 1.8m $58.8m | — |
| Mirae Asset Global Investments Co., Ltd. 0.15% of their portfolio | 1.7m $56.3m | — |
| COHEN & STEERS, INC. 0.12% of their portfolio | 1.6m $52.7m | — |
| 3EDGE Asset Management, LP 3.95% of their portfolio | 1.5m $50.9m | — |
| UBS Group AG 0.03% of their portfolio | 1.5m $49.6m | — |
| CW Advisors, LLC 1.28% of their portfolio | 1.4m $47.5m | — |
| Greenline Partners, LLC 10.50% of their portfolio | 1.4m $46.1m | — |
| STATE STREET CORP 0.00% of their portfolio | 1.1m $37.8m | — |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 1.1m $36.6m | — |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 1.0m $34.1m | — |
| Bank of New York Mellon Corp 0.01% of their portfolio | 1.0m $33.1m | — |
| Strategic Financial Services, Inc. 2.90% of their portfolio | 995.3k $32.8m | — |
| Hollow Brook Wealth Management LLC 17.72% of their portfolio | 946.6k $31.2m | — |
| American Investment Services, Inc. 7.05% of their portfolio | 899.1k $29.7m | — |
| LPL Financial LLC 0.03% of their portfolio | 804.2k $26.5m | — |
| ROYAL BANK OF CANADA 0.01% of their portfolio | 791.0k $26.1m | — |
| ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio | 647.7k $21.4m | — |
| Capital Planning Advisors, LLC 4.97% of their portfolio | 561.3k $18.5m | — |
| BRANDYWINE OAK PRIVATE WEALTH LLC 2.44% of their portfolio | 544.8k $18.0m | — |
| Bluespring Wealth Management, LLC 2.48% of their portfolio | 518.2k $17.1m | — |
| ASSETMARK, INC 0.08% of their portfolio | 508.4k $16.8m | — |
| PFS INVESTMENTS INC. 0.35% of their portfolio | 505.6k $16.7m | — |
| WCG Wealth Advisors LLC 2.15% of their portfolio | 493.1k $16.3m | — |
| MBL Wealth, LLC 3.28% of their portfolio | 460.7k $15.2m | — |
| Sumitomo Mitsui DS Asset Management Company, Ltd 0.35% of their portfolio | 460.5k $15.2m | — |
| Raymond James Financial Services Advisors, Inc. 0.03% of their portfolio | 448.5k $14.8m | — |
| Keudell/Morrison Wealth Management 4.92% of their portfolio | 398.5k $13.1m | — |
| Private Advisor Group, LLC 0.15% of their portfolio | 386.9k $12.8m | — |
| JNBA Financial Advisors 1.96% of their portfolio | 384.8k $12.7m | — |
| Baird Financial Group, Inc. 0.04% of their portfolio | 369.9k $12.2m | — |
| Joseph Group Capital Management 13.15% of their portfolio | 365.4k $12.1m | — |
| SEI INVESTMENTS CO 0.03% of their portfolio | 354.9k $11.7m | — |
| RAYMOND JAMES & ASSOCIATES 0.01% of their portfolio | 353.8k $11.7m | — |
| Parcion Private Wealth LLC 1.31% of their portfolio | 349.2k $11.5m | — |
| AE Wealth Management LLC 0.09% of their portfolio | 346.2k $11.4m | — |
| Eudaimonia Partners, LLC 2.95% of their portfolio | 343.5k $11.3m | — |
| NOTTINGHAM ADVISORS, INC. 1.63% of their portfolio | 341.8k $11.3m | — |
| OSAIC HOLDINGS, INC. 0.02% of their portfolio | 329.4k $10.9m | — |
| GOULD ASSET MANAGEMENT LLC /CA/ 3.43% of their portfolio | 306.5k $10.1m | — |
| STIFEL FINANCIAL CORP 0.02% of their portfolio | 288.3k $9.5m | — |
| Timber Creek Capital Management LLC 3.67% of their portfolio | 281.1k $9.3m | — |
| DEUTSCHE BANK AG\ 0.01% of their portfolio | 273.2k $9.0m | — |
| R. W. Roge & Company, Inc. 6.38% of their portfolio | 270.7k $9.0m | — |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 259.7k $8.6m | — |
| Cambridge Investment Research Advisors, Inc. 0.05% of their portfolio | 251.4k $8.3m | — |
| MERCER GLOBAL ADVISORS INC /ADV 0.05% of their portfolio | 237.5k $7.8m | — |
| Financial Strategies Group, Inc. 3.25% of their portfolio | 217.7k $7.2m | — |
| Warren Street Wealth Advisors, LLC 7.01% of their portfolio | 210.8k $7.0m | — |
| CoreCap Advisors, LLC 0.52% of their portfolio | 188.9k $6.2m | — |
| Compass Ion Advisors, LLC 1.72% of their portfolio | 188.0k $6.2m | — |
| SYNOVUS FINANCIAL CORP 0.07% of their portfolio | 182.7k $6.0m | — |
| Versant Capital Management, Inc 2.05% of their portfolio | 158.5k $5.2m | — |
| Wealth Advisory Solutions, LLC 1.32% of their portfolio | 144.7k $4.8m | — |
| Glenview Trust Co 0.17% of their portfolio | 139.5k $4.6m | — |
| Goodman Advisory Group, LLC 2.50% of their portfolio | 138.8k $4.6m | — |
| HARBOR INVESTMENT ADVISORY, LLC 0.75% of their portfolio | 137.6k $4.5m | — |
| Hudson Capital Management LLC 2.11% of their portfolio | 128.5k $4.2m | — |
| Virtu Financial LLC 0.39% of their portfolio | 127.7k $4.2m | — |
| Zhang Financial LLC 0.61% of their portfolio | 122.0k $4.0m | — |
| New York Life Investment Management LLC 0.05% of their portfolio | 115.5k $3.8m | — |
| ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC 2.19% of their portfolio | 107.3k $3.5m | — |
| Financial Guidance Group, Inc. 2.78% of their portfolio | 105.1k $3.5m | — |
| COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio | 104.6k $3.5m | — |
| Accretive Wealth Partners, LLC 2.60% of their portfolio | 103.7k $3.4m | — |
| PECAUT & CO. 1.79% of their portfolio | 102.2k $3.4m | — |
| FLOW TRADERS U.S. LLC 0.18% of their portfolio | 101.9k $3.4m | — |
| E Fund Management Co., Ltd. 0.31% of their portfolio | 101.2k $3.3m | — |
| CI INVESTMENTS INC. 0.02% of their portfolio | 92.5k $3.1m | — |
| INSPIRION WEALTH ADVISORS, LLC 0.68% of their portfolio | 91.6k $3.0m | — |
| AVANTAX ADVISORY SERVICES, INC. 0.05% of their portfolio | 91.4k $3.0m | — |
| Abbrea Capital, LLC 0.54% of their portfolio | 86.7k $2.9m | — |
| Upper Left Wealth Management, LLC 3.65% of their portfolio | 83.5k $2.8m | — |
| Forvis Mazars Wealth Advisors, LLC 0.11% of their portfolio | 82.4k $2.7m | — |
| Mariner, LLC 0.01% of their portfolio | 82.3k $2.7m | — |
| Purus Wealth Management, LLC 2.36% of their portfolio | 77.8k $2.6m | — |
| Avior Wealth Management, LLC 0.21% of their portfolio | 76.6k $2.5m | — |
| STAPP WEALTH MANAGEMENT, PLLC 7.33% of their portfolio | 76.2k $2.5m | — |
| Beacon Pointe Advisors, LLC 0.06% of their portfolio | 75.9k $2.5m | — |
| Evercore Wealth Management, LLC 0.06% of their portfolio | 75.8k $2.5m | — |
| SCOTIA CAPITAL INC. 0.02% of their portfolio | 75.1k $2.5m | — |
| Mission Creek Capital Partners, Inc. 0.87% of their portfolio | 70.1k $2.3m | — |
| Marble Harbor Investment Counsel, LLC 0.35% of their portfolio | 69.4k $2.3m | — |
| Fortis Advisors, LLC 1.62% of their portfolio | 68.6k $2.3m | — |
| CABOT WEALTH MANAGEMENT INC 0.38% of their portfolio | 68.4k $2.3m | — |
| Advisory Alpha, LLC 0.17% of their portfolio | 68.1k $2.2m | — |
| MML INVESTORS SERVICES, LLC 0.02% of their portfolio | 66.3k $2.2m | — |
| Jacobi Capital Management LLC 0.28% of their portfolio | 61.0k $2.0m | — |
| BAKER TILLY WEALTH MANAGEMENT, LLC 0.27% of their portfolio | 60.7k $2.0m | — |
| Baker Ellis Asset Management LLC 0.43% of their portfolio | 60.4k $2.0m | — |
| Rockefeller Capital Management L.P. 0.01% of their portfolio | 58.4k $1.9m | — |