Who owns GLDM (GLDM)
Which tracked institutional funds hold GLDM, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See GLDM company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
269 tracked funds added or opened GLDM while 180 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
GLDM’s largest tracked holder by dollar value, Sumitomo Mitsui Trust Group, Inc., sizes it at 1.1% of its own reported 13F book, while the median holder sizes it at 0.5% of theirs — a 0.6pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in GLDM divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 898 tracked filers holding GLDM, 402 increased or opened the position and 474 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in GLDM between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 45
- SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$218M
- SBI Okasan Asset Management Co.Ltd.$165M
- REGENTS OF THE UNIVERSITY OF CALIFORNIA$133M
- Quadrature Capital Ltd$62M
- My Portfolio Guide, LLC$19M
- E Fund Management Co., Ltd.$13M
Full exits 47
- PAYDEN & RYGEL$111M
- Capitolis Liquid Global Markets LLC$61M
- Diversify Advisory Services, LLC$44M
- Nearwater Capital Markets, Ltd$24M
- BANK OF NOVA SCOTIA$22M
- NewEdge Advisors, LLC$17M
Largest adds
- WELLS FARGO & COMPANY/MN$205M
- Sumitomo Mitsui Trust Group, Inc.$154M
- PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$135M
- Resona Asset Management Co.,Ltd.$98M
- DIVERSIFY WEALTH MANAGEMENT, LLC$64M
- EVOKE WEALTH, LLC$63M
Largest trims
- Asset Management One Co., Ltd.$87M
- MORGAN STANLEY$85M
- PRUDENTIAL FINANCIAL INC$71M
- PRINCIPAL FINANCIAL GROUP INC$70M
- SEI INVESTMENTS CO$36M
- Strategic Financial Services, Inc.$36M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Sumitomo Mitsui Trust Group, Inc. added | 18,594,406 | $1.7B | 12.6% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 9,505,554 | $881M | 6.5% | 2026-Q1 |
| MORGAN STANLEY trimmed | 8,807,008 | $816M | 6.0% | 2026-Q1 |
| EVOKE WEALTH, LLC added | 7,472,647 | $693M | 5.1% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 6,671,812 | $618M | 4.5% | 2026-Q1 |
| Empower Advisory Group, LLC added | 5,951,012 | $552M | 4.0% | 2026-Q1 |
| STATE STREET CORP added | 3,493,932 | $324M | 2.4% | 2026-Q1 |
| Cassaday & Co Wealth Management LLC trimmed | 3,328,360 | $309M | 2.3% | 2026-Q1 |
| Resona Asset Management Co.,Ltd. added | 3,236,300 | $289M | 2.1% | 2026-Q1 |
| UBS Group AG trimmed | 3,072,074 | $285M | 2.1% | 2026-Q1 |
| LPL Financial LLC added | 3,022,407 | $280M | 2.1% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 2,713,587 | $252M | 1.8% | 2026-Q1 |
| Evergreen Quality Fund GP, Ltd. | 2,587,215 | $240M | 1.8% | 2026-Q1 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC new | 2,353,509 | $218M | 1.6% | 2026-Q1 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 1,805,066 | $167M | 1.2% | 2026-Q1 |
| SBI Okasan Asset Management Co.Ltd. new | 1,849,410 | $165M | 1.2% | 2026-Q1 |
| PRUDENTIAL FINANCIAL INC trimmed | 1,679,954 | $156M | 1.1% | 2026-Q1 |
| Gradient Investments LLC added | 1,628,261 | $151M | 1.1% | 2026-Q1 |
| Sumitomo Mitsui DS Asset Management Company, Ltd added | 1,603,510 | $149M | 1.1% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 1,590,521 | $147M | 1.1% | 2026-Q1 |
| HighTower Advisors, LLC added | 1,586,932 | $147M | 1.1% | 2026-Q1 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO added | 1,516,600 | $141M | 1.0% | 2026-Q1 |
| Asset Management One Co., Ltd. trimmed | 1,486,595 | $138M | 1.0% | 2026-Q1 |
| REGENTS OF THE UNIVERSITY OF CALIFORNIA new | 1,438,678 | $133M | 1.0% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 1,427,080 | $132M | 1.0% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 1,397,630 | $130M | 0.9% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 1,282,254 | $119M | 0.9% | 2026-Q1 |
| Cerity Partners LLC added | 1,267,461 | $117M | 0.9% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 1,259,342 | $117M | 0.9% | 2026-Q1 |
| Hollow Brook Wealth Management LLC added | 1,220,485 | $113M | 0.8% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 1,147,085 | $106M | 0.8% | 2026-Q1 |
| COHEN & STEERS, INC. added | 1,117,518 | $104M | 0.8% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 1,130,958 | $101M | 0.7% | 2026-Q1 |
| US BANCORP \DE\ added | 1,064,169 | $99M | 0.7% | 2026-Q1 |
| Tidal Investments LLC trimmed | 965,713 | $89M | 0.7% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 960,174 | $89M | 0.7% | 2026-Q1 |
| CWM, LLC trimmed | 922,738 | $86M | 0.6% | 2026-Q1 |
| NISSAY ASSET MANAGEMENT CORP /JAPAN added | 839,269 | $78M | 0.6% | 2026-Q1 |
| GREAT VALLEY ADVISOR GROUP, INC. added | 817,316 | $76M | 0.6% | 2026-Q1 |
| Equitable Holdings, Inc. added | 865,251 | $74M | 0.5% | 2026-Q1 |
| BENJAMIN EDWARDS INC trimmed | 788,797 | $73M | 0.5% | 2026-Q1 |
| Argos Wealth Advisors, LLC trimmed | 779,777 | $72M | 0.5% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 749,413 | $69M | 0.5% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 740,271 | $69M | 0.5% | 2026-Q1 |
| DIVERSIFY WEALTH MANAGEMENT, LLC added | 720,395 | $65M | 0.5% | 2026-Q1 |
| Private Advisor Group, LLC trimmed | 682,057 | $63M | 0.5% | 2026-Q1 |
| OVERSEA-CHINESE BANKING Corp Ltd added | 676,633 | $63M | 0.5% | 2026-Q1 |
| Quadrature Capital Ltd added | 671,197 | $62M | 0.5% | 2026-Q1 |
| VAN ECK ASSOCIATES CORP | 671,036 | $62M | 0.5% | 2026-Q1 |
| 3EDGE Asset Management, LP trimmed | 658,621 | $61M | 0.4% | 2026-Q1 |
| Cresset Asset Management, LLC added | 655,124 | $61M | 0.4% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 640,580 | $60M | 0.4% | 2026-Q1 |
| Parcion Private Wealth LLC trimmed | 625,603 | $58M | 0.4% | 2026-Q1 |
| Verde Servicos Internacionais S.A. added | 595,207 | $55M | 0.4% | 2026-Q1 |
| Strategic Financial Services, Inc. trimmed | 583,756 | $54M | 0.4% | 2026-Q1 |
| SBI Securities Co., Ltd. added | 581,505 | $54M | 0.4% | 2026-Q1 |
| Creative Planning trimmed | 546,469 | $51M | 0.4% | 2026-Q1 |
| Greenline Partners, LLC trimmed | 529,278 | $49M | 0.4% | 2026-Q1 |
| NEPC LLC trimmed | 516,438 | $48M | 0.4% | 2026-Q1 |
| MBL Wealth, LLC trimmed | 510,875 | $47M | 0.3% | 2026-Q1 |
| Cetera Investment Advisers added | 488,913 | $45M | 0.3% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 477,239 | $44M | 0.3% | 2026-Q1 |
| Main Street Research LLC added | 469,451 | $44M | 0.3% | 2026-Q1 |
| American Investment Services, Inc. trimmed | 469,354 | $44M | 0.3% | 2026-Q1 |
| Bangor Savings Bank added | 468,008 | $43M | 0.3% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 459,307 | $43M | 0.3% | 2026-Q1 |
| Wealthfront Advisers LLC added | 458,522 | $43M | 0.3% | 2026-Q1 |
| Capital Planning Advisors, LLC trimmed | 442,711 | $41M | 0.3% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 423,360 | $39M | 0.3% | 2026-Q1 |
| Tradewinds Capital Management, LLC trimmed | 413,927 | $38M | 0.3% | 2026-Q1 |
| SENTINEL PENSION ADVISORS, LLC added | 401,802 | $37M | 0.3% | 2026-Q1 |
| Evercore Wealth Management, LLC added | 394,869 | $37M | 0.3% | 2026-Q1 |
| SNS Financial Group, LLC trimmed | 394,862 | $37M | 0.3% | 2026-Q1 |
| Mission Creek Capital Partners, Inc. trimmed | 383,975 | $36M | 0.3% | 2026-Q1 |
| ASSETMARK, INC trimmed | 369,338 | $34M | 0.3% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 368,080 | $34M | 0.2% | 2026-Q1 |
| China Universal Asset Management Co., Ltd. added | 349,700 | $32M | 0.2% | 2026-Q1 |
| Mariner, LLC trimmed | 347,591 | $32M | 0.2% | 2026-Q1 |
| FULTON BREAKEFIELD BROENNIMAN LLC added | 340,943 | $32M | 0.2% | 2026-Q1 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC trimmed | 332,974 | $31M | 0.2% | 2026-Q1 |
| Mirae Asset Global Investments Co., Ltd. added | 332,700 | $31M | 0.2% | 2026-Q1 |
| Fullerton Fund Management Co Ltd. trimmed | 328,706 | $30M | 0.2% | 2026-Q1 |
| Baird Financial Group, Inc. trimmed | 293,852 | $27M | 0.2% | 2026-Q1 |
| Evernest Financial Advisors, LLC trimmed | 279,724 | $26M | 0.2% | 2026-Q1 |
| NavPoint Financial, Inc. added | 257,179 | $24M | 0.2% | 2026-Q1 |
| CONTINUUM WEALTH ADVISORS, LLC trimmed | 254,653 | $24M | 0.2% | 2026-Q1 |
| Composition Wealth, LLC added | 250,995 | $23M | 0.2% | 2026-Q1 |
| AE Wealth Management LLC trimmed | 249,390 | $23M | 0.2% | 2026-Q1 |
| Alvarez & Marsal Private Wealth Partners, LLC | 240,000 | $22M | 0.2% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 3,739,583 | $231M | 1.7% | 2025-Q1 stale |
| Mizuho Bank, Ltd. added | 1,802,000 | $138M | 1.0% | 2025-Q3 stale |
| PAYDEN & RYGEL new | 1,300,000 | $111M | 0.8% | 2025-Q4 stale |
| Virtu Financial LLC added | 1,292,149 | $85M | 0.6% | 2025-Q2 stale |
| CW Advisors, LLC trimmed | 947,412 | $62M | 0.5% | 2025-Q2 stale |
| Capitolis Liquid Global Markets LLC trimmed | 720,200 | $61M | 0.5% | 2025-Q4 stale |
| Diversify Advisory Services, LLC added | 490,467 | $44M | 0.3% | 2025-Q4 stale |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE added | 554,924 | $42M | 0.3% | 2025-Q3 stale |
| Burt Wealth Advisors trimmed | 538,098 | $35M | 0.3% | 2025-Q2 stale |
| Nearwater Capital Markets, Ltd new | 276,600 | $24M | 0.2% | 2025-Q4 stale |
| BANK OF NOVA SCOTIA added | 262,000 | $22M | 0.2% | 2025-Q4 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.