GLDM ETF

$87.73 -0.79 (-0.89%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →

Quarter:

Holders: 909

Total Value: $14,176,629,410

Total Shares: 178,527,207

Showing 1–100 of 909 holdings by value · page 1 of 10

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 909 13F filers · Δ vs Mar 31, 2026

Top Holder

11.2%

−0.2 pts

Top 5

30.5%

−0.8 pts

Top 10

44.4%

+1.4 pts

HHI

300

Broadly held+6

Quarterly Activity

vs Mar 31, 2026

New

108

Increased

398

Decreased

270

Sold Out

112

Unchanged

133

Holder count: -4

Institutional value: -6.3%

Shares held: +9.4%

Top Buyers

vs Mar 31, 2026

Institution	Added	Now Holds
Large MAI Capital Management	+7,478,109	7,497,358
Small SBI Okasan Asset Management Co.Ltd.	+6,016,060	7,865,470
Small WealthNavi Inc.	+1,516,579	1,614,358
Mega Sumitomo Mitsui Trust Group, Inc.	+1,462,902	20,057,308
Mega WELLS FARGO & COMPANY/MN	+1,108,757	10,614,311

Top Sellers

vs Mar 31, 2026

Institution	Sold	Now Holds
Mega PRINCIPAL FINANCIAL GROUP INC	−1,219,137	40,205
Mid Evergreen Quality Fund GP, Ltd.	−1,099,515	1,487,700
Mega Bank of New York Mellon Corp	−521,729	227,684
Small Tradewinds Capital Management, LLC	−411,895	2,032
Mega MORGAN STANLEY	−377,410	8,429,598

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)
Small Arizona PSPRS Trust	3,356,524	$266,575,136
Mid Diversify Advisory Services, LLC	634,699	$50,407,794
Small TLT Family Holdco ULC	377,800	$30,004,876
Mega JANE STREET GROUP, LLC	315,903	$25,089,016
Mid Virtu Financial LLC	247,787	$19,679,243

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)
Micro EVOKE WEALTH, LLC	7,472,647	$692,639,650
Large CWM, LLC	922,738	$85,528,585
Mid Private Advisor Group, LLC	682,057	$63,219,863
Large Quadrature Capital Ltd	671,197	$62,213,249
Mid Richard C. Young & CO., LTD.	641,871	$59,495,022

Filter: New 108 Increased 398 Reduced 270 Sold out 112 Unchanged 133

Showing 100 of 909

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

Sumitomo Mitsui Trust Group, Inc.

$1,592,951,401

11.24%

20,057,308

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Amova Asset Management Co., Ltd.	20,057,308	$1,592,951,401	100.0%	Defined

WELLS FARGO & COMPANY/MN

$842,988,578

5.95%

10,614,311

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
WELLS FARGO BANK N A	1,823,199	$144,798,464	17.2%	Defined
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC	1,995,760	$158,503,259	18.8%	Defined
WELLS FARGO CLEARING SERVICES, LLC	6,708,832	$532,815,437	63.2%	Defined
WELLS FARGO DELAWARE TRUST CO, N.A.	7,565	$600,812	0.1%	Defined
WELLS FARGO INVESTMENT INSTITUTE, INC.	78,955	$6,270,606	0.7%	Defined

MORGAN STANLEY

$669,478,670

4.72%

8,429,598

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY CAPITAL SERVICES, LLC	161	$12,786	0.0%	Defined
MORGAN STANLEY SMITH BARNEY LLC	5,854,115	$464,933,812	69.4%	Defined
PARAMETRIC PORTFOLIO ASSOCIATES LLC	2,575,322	$204,532,072	30.6%	Defined

SBI Okasan Asset Management Co.Ltd.

$624,675,627

4.41%

7,865,470

MAI Capital Management

$595,440,171

4.20%

7,497,358

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
EVOKE WEALTH, LLC	7,476,323	$593,769,572	99.7%	Defined
Held directly	21,035	$1,670,599	0.3%	Sole

BANK OF AMERICA CORP /DE/

$570,171,666

4.02%

7,179,195

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BANK OF AMERICA NA	341,067	$27,087,541	4.8%	Defined
MERRILL LYNCH, PIERCE, FENNER & SMITH INC.	3,043,105	$241,683,399	42.4%	Defined
MERRILL LYNCH INTERNATIONAL	3,550	$281,941	0.0%	Defined
MANAGED ACCOUNT ADVISORS LLC	3,791,473	$301,118,785	52.8%	Defined

Empower Advisory Group, LLC

$522,723,776

3.69%

6,581,765

STATE STREET CORP

$317,121,836

2.24%

3,992,972

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STATE STREET GLOBAL ADVISORS (JAPAN) CO., LTD. joint	3,992,972	$317,121,836	100.0%	Defined

Resona Asset Management Co.,Ltd.

$294,544,954

2.08%

3,708,700

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RESONA HOLDINGS INC	3,708,700	$294,544,954	100.0%	Defined

LPL Financial LLC

$267,802,175

1.89%

3,371,974

Arizona PSPRS Trust

$266,575,136

1.88%

3,356,524

Cassaday & Co Wealth Management LLC

$264,842,032

1.87%

3,334,702

UBS Group AG

$255,350,627

1.80%

3,215,193

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Financial Services Inc	3,148,051	$250,018,210	97.9%	Defined
UBS Brasil Administradora de Valores Mobiliarios Ltda	1,175	$93,318	0.0%	Defined
Held directly	65,967	$5,239,099	2.1%	Defined

AMERIPRISE FINANCIAL INC

$218,582,026

1.54%

2,752,229

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Columbia Management Investment Advisers, LLC	100	$7,942	0.0%	Defined
Ameriprise Financial Services, LLC joint	2,738,962	$217,528,361	99.5%	Defined
Ameriprise Bank, FSB	13,167	$1,045,723	0.5%	Defined

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC

$201,013,131

1.42%

2,531,014

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SIGNATURE INVESTMENT ADVISORS LLC	2,012,711	$159,849,507	79.5%	Defined
Held directly	518,303	$41,163,624	20.5%	Sole

Sumitomo Mitsui DS Asset Management Company, Ltd

$167,479,942

1.18%

2,108,788

Cerity Partners LLC

$159,138,856

1.12%

2,003,763

PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO

$157,696,352

1.11%

1,985,600

STIFEL FINANCIAL CORP

$148,269,196

1.05%

1,866,900

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STIFEL NICOLAUS & CO INC \MO\	1,866,044	$148,201,214	100.0%	Defined
Stifel Independent Advisors, LLC	216	$17,154	0.0%	Defined
1919 Investment Counsel, LLC	640	$50,828	0.0%	Defined

HighTower Advisors, LLC

$140,637,730

0.99%

1,770,810

PRUDENTIAL FINANCIAL INC

$139,110,007

0.98%

1,751,574

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
PGIM Quantitative Solutions LLC	1,751,574	$139,110,007	100.0%	Defined

MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.

$129,412,666

0.91%

1,629,472

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Global X Investments Canada Inc. joint	1,629,472	$129,412,666	100.0%	Defined

WealthNavi Inc.

$128,212,312

0.90%

1,614,358

OSAIC HOLDINGS, INC.

$127,178,024

0.90%

1,601,335

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
OSAIC WEALTH, INC.	788,440	$62,617,904	49.2%	Defined
OSAIC INSTITUTIONS, INC.	2,466	$195,849	0.2%	Defined
CW Advisors, LLC	711,967	$56,544,419	44.5%	Sole
Osaic Advisory Services, LLC	98,462	$7,819,852	6.1%	Defined

Gradient Investments LLC

$120,537,242

0.85%

1,517,719

Evergreen Quality Fund GP, Ltd.

$118,153,134

0.83%

1,487,700

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
HHLR ADVISORS, LTD.	1,487,700	$118,153,134	100.0%	Other

Asset Management One Co., Ltd.

$114,732,196

0.81%

1,444,626

REGENTS OF THE UNIVERSITY OF CALIFORNIA

$114,259,806

0.81%

1,438,678

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

$102,352,683

0.72%

1,288,752

Hollow Brook Wealth Management LLC

$99,295,569

0.70%

1,250,259

ROYAL BANK OF CANADA

$96,185,479

0.68%

1,211,099

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RBC Capital Markets, LLC	536,004	$42,569,437	44.3%	Defined
RBC Dominion Securities Inc.	632,158	$50,205,988	52.2%	Defined
RBC Phillips, Hager & North Investment Counsel Inc.	12	$953	0.0%	Defined
RBC Private Counsel (USA) Inc.	35,075	$2,785,656	2.9%	Defined
RBC Trust Co (Delaware) Ltd	2,220	$176,312	0.2%	Defined
CITY NATIONAL BANK	1,507	$119,685	0.1%	Defined
RBC Rochdale, LLC	4,123	$327,448	0.3%	Defined

ENVESTNET ASSET MANAGEMENT INC

$91,585,793

0.65%

1,153,183

BENJAMIN EDWARDS INC

$89,448,045

0.63%

1,126,266

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BENJAMIN F. EDWARDS & COMPANY, INC.	1,123,004	$89,188,977	99.7%	Defined
Benjamin F. Edwards Wealth Management, LLC	3,262	$259,068	0.3%	Defined

US BANCORP \DE\

$89,288,093

0.63%

1,124,252

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
US BANK NATIONAL ASSOCIATION	1,124,252	$89,288,093	100.0%	Defined

JPMORGAN CHASE & CO

$89,001,542

0.63%

1,120,644

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
JPMorgan Chase Bank, N.A.	3,228	$256,367	0.3%	Defined
J.P. Morgan Investment Management Inc.	24,192	$1,921,328	2.2%	Defined
J.P. Morgan Securities LLC	435,492	$34,586,774	38.9%	Defined
J.P. Morgan Private Investments Inc.	33	$2,620	0.0%	Defined
55I, LLC	657,699	$52,234,453	58.7%	Other

RAYMOND JAMES FINANCIAL INC

$83,995,862

0.59%

1,057,616

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RAYMOND JAMES & ASSOCIATES	431,658	$34,282,278	40.8%	Defined
Raymond James Financial Services Advisors, Inc.	622,512	$49,439,903	58.9%	Defined
RAYMOND JAMES TRUST N.A.	3,446	$273,681	0.3%	Defined

COHEN & STEERS, INC.

$78,253,955

0.55%

985,318

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Cohen & Steers Capital Management Inc	985,318	$78,253,955	100.0%	Sole

Tidal Investments LLC

$77,740,981

0.55%

978,859

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
QUANTIFY CHAOS ADVISORS, LLC	32,801	$2,605,055	3.4%	Defined
Held directly	946,058	$75,135,926	96.6%	Sole

Equitable Holdings, Inc.

$76,014,470

0.54%

957,120

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
EQUITABLE ADVISORS, LLC	957,120	$76,014,470	100.0%	Defined

Rockefeller Capital Management L.P.

$71,708,236

0.51%

902,899

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
ROCKEFELLER & CO. LLC	231,907	$18,418,053	25.7%	Defined
ROCKEFELLER TRUST COMPANY, N.A. joint	72,208	$5,734,759	8.0%	Defined
Rockefeller Trust Co (Delaware) joint	116,111	$9,221,535	12.9%	Defined
ROCKEFELLER FINANCIAL LLC	482,673	$38,333,889	53.5%	Defined

GREAT VALLEY ADVISOR GROUP, INC.

$68,801,466

0.49%

866,299

NISSAY ASSET MANAGEMENT CORP /JAPAN

$65,639,200

0.46%

826,482

SNS Financial Group, LLC

$64,533,038

0.46%

812,554

Argos Wealth Advisors, LLC

$61,781,056

0.44%

777,903

Farther Finance Advisors, LLC

$57,417,165

0.41%

722,956

VAN ECK ASSOCIATES CORP

$53,293,679

0.38%

671,036

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
VAN ECK ABSOLUTE RETURN ADVISERS CORP.	5,936	$471,437	0.9%	Sole
Held directly	665,100	$52,822,242	99.1%	Sole

3EDGE Asset Management, LP

$53,096,241

0.37%

668,550

NEPC LLC

$52,742,822

0.37%

664,100

GOLDMAN SACHS GROUP INC

$52,713,832

0.37%

663,735

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GOLDMAN SACHS & CO. LLC	459,240	$36,472,840	69.2%	Defined
GOLDMAN SACHS INTERNATIONAL	42,374	$3,365,343	6.4%	Defined
GOLDMAN SACHS WEALTH SERVICES, L.P.	162,121	$12,875,649	24.4%	Defined

Cresset Asset Management, LLC

$51,893,028

0.37%

653,400

Fullerton Fund Management Co Ltd.

$50,755,813

0.36%

639,081

DIVERSIFY WEALTH MANAGEMENT, LLC

$50,407,794

0.36%

634,699

Diversify Advisory Services, LLC

$50,407,794

0.36%

634,699

Parcion Private Wealth LLC

$49,924,126

0.35%

628,609

CITADEL ADVISORS LLC

$48,826,542

0.34%

614,789

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	614,789	$48,826,542	100.0%	Defined

Verde Servicos Internacionais S.A.

$47,271,339

0.33%

595,207

Strategic Financial Services, Inc.

$44,587,023

0.31%

561,408

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

$42,385,977

0.30%

533,694

Greenline Partners, LLC

$41,572,001

0.29%

523,445

CONFLUENCE INVESTMENT MANAGEMENT LLC

$41,506,241

0.29%

522,617

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Manager 2	396	$31,450	0.1%	Defined
Held directly	522,221	$41,474,791	99.9%	Sole

SBI Securities Co., Ltd.

$41,289,346

0.29%

519,886

Cetera Investment Advisers

$41,104,615

0.29%

517,560

MBL Wealth, LLC

$41,029,642

0.29%

516,616

American Investment Services, Inc.

$39,044,857

0.28%

491,625

Corient Private Wealth LLC

$37,660,328

0.27%

474,192

Bangor Savings Bank

$37,200,724

0.26%

468,405

Wealthfront Advisers LLC

$36,448,458

0.26%

458,933

Creative Planning

$36,215,678

0.26%

456,002

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
CREATIVE PLANNING TRUST Co LLC	139	$11,039	0.0%	Defined
Held directly	455,863	$36,204,639	100.0%	Sole

COMMONWEALTH EQUITY SERVICES, LLC

$35,851,617

0.25%

451,418

FULTON BREAKEFIELD BROENNIMAN LLC

$35,826,520

0.25%

451,102

Evercore Wealth Management, LLC

$34,807,799

0.25%

438,275

SENTINEL PENSION ADVISORS, LLC

$33,466,158

0.24%

421,382

Mission Creek Capital Partners, Inc.

$30,412,380

0.21%

382,931

TLT Family Holdco ULC

$30,004,876

0.21%

377,800

OVERSEA-CHINESE BANKING Corp Ltd

$29,637,081

0.21%

373,169

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Bank of Singapore Limited	373,169	$29,637,081	100.0%	Defined

Mariner, LLC

$28,258,350

0.20%

355,809

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Mariner Platform Solutions, LLC	3,413	$271,060	1.0%	Other
Held directly	352,396	$27,987,290	99.0%	Sole

JANE STREET GROUP, LLC

$25,089,016

0.18%

315,903

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Jane Street Capital, LLC	315,903	$25,089,016	100.0%	Defined

Cambridge Investment Research Advisors, Inc.

$24,156,784

0.17%

304,165

ASSETMARK, INC

$23,294,283

0.16%

293,305

Baird Financial Group, Inc.

$22,995,743

0.16%

289,546

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Robert W. Baird & Co. Inc	258,796	$20,553,578	89.4%	Defined
BAIRD TRUST Co	30,750	$2,442,165	10.6%	Defined

&PARTNERS

$22,305,504

0.16%

280,855

AE Wealth Management LLC

$22,038,240

0.16%

277,490

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
210 Financial	686	$54,482	0.2%	Other
Alpha Planning & Financial Services	12	$953	0.0%	Other
Arcadia Wealth Management, LLC	26	$2,064	0.0%	Other
Beacon Capital Management, LLC	200	$15,884	0.1%	Other
Brigher Financial	1,114	$88,473	0.4%	Other
Buck Wealth Strategies, LLC	296	$23,508	0.1%	Other
Bucket List Wealth Management	414	$32,879	0.1%	Other
Capital A Wealth Management, LLC	499	$39,630	0.2%	Other
Centennnial Advisors, LLC	176	$13,977	0.1%	Other
Creekmur Asset Management LLC	3,643	$289,327	1.3%	Other
Elite Retirement Planning LLC	20,045	$1,591,973	7.2%	Other
Family Legacy Planning	1,939	$153,995	0.7%	Other
FSA Advisors, Inc.	4,018	$319,109	1.4%	Other
Fletcher Financial Group	4	$317	0.0%	Other
Pineridge Advisors LLC	260	$20,649	0.1%	Other
Guerra Advisors Inc	67	$5,321	0.0%	Other
Harlow Wealth Managment, Inc.	168	$13,342	0.1%	Other
International Private Wealth Advisors LLC	1,288	$102,292	0.5%	Other
Kingdom Financial Group LLC.	558	$44,316	0.2%	Other
MADISON AVENUE SECURITIES, LLC	633	$50,272	0.2%	Other
Montgomery Financial Services	294	$23,349	0.1%	Other
Park Square Financial Services	303	$24,064	0.1%	Other
POM Investment Strategies, LLC	39,661	$3,149,876	14.3%	Other
RSG Investments LLC	4,577	$363,505	1.6%	Other
Safeguard Investment Advisory Group, LLC	211	$16,757	0.1%	Other
Sierens Financial	86	$6,830	0.0%	Other
Strategy Financial Group	191	$15,169	0.1%	Other
Strickler Financial Group	575	$45,666	0.2%	Other
The Holland Group	576	$45,745	0.2%	Other
Lloyd Advisory Services, LLC.	28	$2,223	0.0%	Other
VCI Wealth Management LLC	1,586	$125,960	0.6%	Other
Held directly	193,356	$15,356,333	69.7%	Other

CONTINUUM WEALTH ADVISORS, LLC

$21,855,669

0.15%

275,191

Evernest Financial Advisors, LLC

$21,782,523

0.15%

274,270

China Universal Asset Management Co., Ltd.

$21,657,834

0.15%

272,700

Mirae Asset Global Investments Co., Ltd.

$21,419,574

0.15%

269,700

RENAISSANCE TECHNOLOGIES LLC

$20,974,822

0.15%

264,100

Kestra Advisory Services, LLC

$20,560,090

0.15%

258,878

NavPoint Financial, Inc.

$20,394,341

0.14%

256,791

Virtu Financial LLC

$19,679,243

0.14%

247,787

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Virtu Americas LLC	247,787	$19,679,243	100.0%	Defined

Composition Wealth, LLC

$19,578,380

0.14%

246,517

INVESTMENT MANAGEMENT ASSOCIATES INC /ADV

$19,521,118

0.14%

245,796

Alvarez & Marsal Private Wealth Partners, LLC

$19,060,800

0.13%

240,000

BRANDYWINE OAK PRIVATE WEALTH LLC

$18,938,254

0.13%

238,457

Timber Creek Capital Management LLC

$18,622,878

0.13%

234,486

Bank of New York Mellon Corp

$18,082,662

0.13%

227,684

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Mellon Investments Corporation	17	$1,350	0.0%	Defined
BNY Mellon, NA	6,579	$522,504	2.9%	Defined
BNY Mellon Advisors, Inc.	221,087	$17,558,729	97.1%	Defined
Held directly	1	$79	0.0%	Defined

LTS Liquid Investments LLC

$18,072,974

0.13%

227,562

MML INVESTORS SERVICES, LLC

$17,982,752

0.13%

226,426

Austin Wealth Management, LLC

$17,366,453

0.12%

218,666

GOULD ASSET MANAGEMENT LLC /CA/

$17,311,177

0.12%

217,970