Who owns 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-Q2 13F filings (latest filed 2026-09-22). 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
126 tracked funds added or opened GLDM while 350 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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 0.9% of its own reported 13F book, while the median holder sizes it at 0.6% of theirs — a 0.3pp 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 2026-Q1 and 2026-Q2, across 876 tracked filers holding GLDM, 487 increased or opened the position and 390 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 2026-Q1 and 2026-Q2 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 49
- Arizona PSPRS Trust$267M
- Diversify Advisory Services, LLC$51M
- TLT Family Holdco ULC$30M
- JANE STREET GROUP, LLC$25M
- INVESTMENT MANAGEMENT ASSOCIATES INC /ADV$20M
- LTS Liquid Investments LLC$18M
Full exits 54
- EVOKE WEALTH, LLC$693M
- HighTower Advisors, LLC$147M
- COHEN & STEERS, INC.$104M
- CWM, LLC$86M
- Private Advisor Group, LLC$63M
- Quadrature Capital Ltd$62M
Largest adds
- MAI Capital Management$594M
- SBI Okasan Asset Management Co.Ltd.$460M
- Cerity Partners LLC$42M
- CITADEL ADVISORS LLC$35M
- Bluespring Wealth Management, LLC$28M
- Fullerton Fund Management Co Ltd.$20M
Largest trims
- MORGAN STANLEY$147M
- Sumitomo Mitsui Trust Group, Inc.$131M
- Evergreen Quality Fund GP, Ltd.$122M
- PRINCIPAL FINANCIAL GROUP INC$114M
- Bank of New York Mellon Corp$51M
- BANK OF AMERICA CORP /DE/$48M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Sumitomo Mitsui Trust Group, Inc. added | 20,057,308 | $1.6B | 13.2% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 10,614,311 | $843M | 7.0% | 2026-Q2 |
| MORGAN STANLEY trimmed | 8,429,598 | $669M | 5.5% | 2026-Q2 |
| SBI Okasan Asset Management Co.Ltd. added | 7,865,470 | $625M | 5.2% | 2026-Q2 |
| MAI Capital Management added | 7,497,358 | $595M | 4.9% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 7,179,195 | $570M | 4.7% | 2026-Q2 |
| Empower Advisory Group, LLC added | 6,581,765 | $523M | 4.3% | 2026-Q2 |
| STATE STREET CORP added | 3,992,972 | $317M | 2.6% | 2026-Q2 |
| Resona Asset Management Co.,Ltd. added | 3,708,700 | $295M | 2.4% | 2026-Q2 |
| LPL Financial LLC added | 3,371,974 | $268M | 2.2% | 2026-Q2 |
| Arizona PSPRS Trust new | 3,356,524 | $267M | 2.2% | 2026-Q2 |
| Cassaday & Co Wealth Management LLC added | 3,334,702 | $265M | 2.2% | 2026-Q2 |
| UBS Group AG added | 3,215,193 | $255M | 2.1% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 2,752,229 | $220M | 1.8% | 2026-Q2 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC added | 2,531,014 | $201M | 1.7% | 2026-Q2 |
| Sumitomo Mitsui DS Asset Management Company, Ltd added | 2,108,788 | $167M | 1.4% | 2026-Q2 |
| Cerity Partners LLC added | 2,003,763 | $159M | 1.3% | 2026-Q2 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO added | 1,985,600 | $158M | 1.3% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 1,866,900 | $148M | 1.2% | 2026-Q2 |
| PRUDENTIAL FINANCIAL INC added | 1,751,574 | $139M | 1.2% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. trimmed | 1,629,472 | $129M | 1.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 1,601,335 | $127M | 1.1% | 2026-Q2 |
| Gradient Investments LLC trimmed | 1,517,719 | $121M | 1.0% | 2026-Q2 |
| Evergreen Quality Fund GP, Ltd. trimmed | 1,487,700 | $118M | 1.0% | 2026-Q2 |
| Asset Management One Co., Ltd. trimmed | 1,444,626 | $115M | 0.9% | 2026-Q2 |
| REGENTS OF THE UNIVERSITY OF CALIFORNIA | 1,438,678 | $114M | 0.9% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 1,288,752 | $102M | 0.8% | 2026-Q2 |
| Hollow Brook Wealth Management LLC added | 1,250,259 | $99M | 0.8% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 1,211,099 | $96M | 0.8% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 1,153,183 | $92M | 0.8% | 2026-Q2 |
| BENJAMIN EDWARDS INC added | 1,126,266 | $89M | 0.7% | 2026-Q2 |
| US BANCORP \DE\ added | 1,124,252 | $89M | 0.7% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 1,120,644 | $89M | 0.7% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 1,057,616 | $84M | 0.7% | 2026-Q2 |
| Tidal Investments LLC added | 978,859 | $78M | 0.6% | 2026-Q2 |
| Equitable Holdings, Inc. added | 957,120 | $76M | 0.6% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 902,899 | $72M | 0.6% | 2026-Q2 |
| GREAT VALLEY ADVISOR GROUP, INC. added | 866,299 | $69M | 0.6% | 2026-Q2 |
| NISSAY ASSET MANAGEMENT CORP /JAPAN trimmed | 826,482 | $66M | 0.5% | 2026-Q2 |
| Bluespring Wealth Management, LLC added | 812,554 | $65M | 0.5% | 2026-Q2 |
| Argos Wealth Advisors, LLC trimmed | 777,903 | $62M | 0.5% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 722,956 | $57M | 0.5% | 2026-Q2 |
| VAN ECK ASSOCIATES CORP | 671,036 | $53M | 0.4% | 2026-Q2 |
| 3EDGE Asset Management, LP added | 668,550 | $53M | 0.4% | 2026-Q2 |
| NEPC LLC added | 664,100 | $53M | 0.4% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 663,735 | $53M | 0.4% | 2026-Q2 |
| Cresset Asset Management, LLC trimmed | 653,400 | $52M | 0.4% | 2026-Q2 |
| Fullerton Fund Management Co Ltd. added | 639,081 | $51M | 0.4% | 2026-Q2 |
| Diversify Advisory Services, LLC added | 634,699 | $51M | 0.4% | 2026-Q2 |
| DIVERSIFY WEALTH MANAGEMENT, LLC trimmed | 634,699 | $51M | 0.4% | 2026-Q2 |
| Parcion Private Wealth LLC added | 628,609 | $50M | 0.4% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 614,789 | $49M | 0.4% | 2026-Q2 |
| Strategic Financial Services, Inc. trimmed | 561,408 | $45M | 0.4% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 533,694 | $42M | 0.4% | 2026-Q2 |
| Greenline Partners, LLC trimmed | 523,445 | $42M | 0.3% | 2026-Q2 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC added | 522,617 | $42M | 0.3% | 2026-Q2 |
| SBI Securities Co., Ltd. trimmed | 519,886 | $41M | 0.3% | 2026-Q2 |
| Cetera Investment Advisers added | 517,560 | $41M | 0.3% | 2026-Q2 |
| MBL Wealth, LLC added | 516,616 | $41M | 0.3% | 2026-Q2 |
| American Investment Services, Inc. added | 491,625 | $39M | 0.3% | 2026-Q2 |
| Corient Private Wealth LP trimmed | 474,913 | $38M | 0.3% | 2026-Q2 |
| Bangor Savings Bank added | 468,405 | $37M | 0.3% | 2026-Q2 |
| Wealthfront Advisers LLC added | 458,933 | $36M | 0.3% | 2026-Q2 |
| Creative Planning trimmed | 456,002 | $36M | 0.3% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 451,418 | $36M | 0.3% | 2026-Q2 |
| FULTON BREAKEFIELD BROENNIMAN LLC added | 451,102 | $36M | 0.3% | 2026-Q2 |
| Evercore Wealth Management, LLC added | 438,275 | $35M | 0.3% | 2026-Q2 |
| SENTINEL PENSION ADVISORS, LLC added | 421,382 | $33M | 0.3% | 2026-Q2 |
| Mission Creek Capital Partners, Inc. trimmed | 382,931 | $30M | 0.3% | 2026-Q2 |
| TLT Family Holdco ULC new | 377,800 | $30M | 0.2% | 2026-Q2 |
| OVERSEA-CHINESE BANKING Corp Ltd trimmed | 373,169 | $30M | 0.2% | 2026-Q2 |
| Mariner, LLC added | 355,809 | $28M | 0.2% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 315,903 | $25M | 0.2% | 2026-Q2 |
| ASSETMARK, INC trimmed | 293,305 | $23M | 0.2% | 2026-Q2 |
| Baird Financial Group, Inc. trimmed | 289,546 | $23M | 0.2% | 2026-Q2 |
| &PARTNERS added | 280,855 | $22M | 0.2% | 2026-Q2 |
| AE Wealth Management LLC added | 277,490 | $22M | 0.2% | 2026-Q2 |
| CONTINUUM WEALTH ADVISORS, LLC added | 275,191 | $22M | 0.2% | 2026-Q2 |
| Evernest Financial Advisors, LLC trimmed | 274,270 | $22M | 0.2% | 2026-Q2 |
| China Universal Asset Management Co., Ltd. trimmed | 272,700 | $22M | 0.2% | 2026-Q2 |
| Mirae Asset Global Investments Co., Ltd. trimmed | 269,700 | $21M | 0.2% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC added | 264,100 | $21M | 0.2% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 258,878 | $21M | 0.2% | 2026-Q2 |
| NavPoint Financial, Inc. trimmed | 256,791 | $20M | 0.2% | 2026-Q2 |
| Composition Wealth, LLC trimmed | 246,517 | $20M | 0.2% | 2026-Q2 |
| INVESTMENT MANAGEMENT ASSOCIATES INC /ADV new | 245,796 | $20M | 0.2% | 2026-Q2 |
| Alvarez & Marsal Private Wealth Partners, LLC | 240,000 | $19M | 0.2% | 2026-Q2 |
| BRANDYWINE OAK PRIVATE WEALTH LLC added | 238,457 | $19M | 0.2% | 2026-Q2 |
| Timber Creek Capital Management LLC added | 234,486 | $19M | 0.2% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 227,684 | $18M | 0.1% | 2026-Q2 |
| LTS Liquid Investments LLC new | 227,562 | $18M | 0.1% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 226,426 | $18M | 0.1% | 2026-Q2 |
| Austin Wealth Management, LLC added | 218,666 | $17M | 0.1% | 2026-Q2 |
| GOULD ASSET MANAGEMENT LLC /CA/ added | 217,970 | $17M | 0.1% | 2026-Q2 |
| DEUTSCHE BANK AG\ trimmed | 214,950 | $17M | 0.1% | 2026-Q2 |
| CoreCap Advisors, LLC added | 214,694 | $17M | 0.1% | 2026-Q2 |
| Summitas Investment Management LLC trimmed | 209,626 | $17M | 0.1% | 2026-Q2 |
| Quent Capital, LLC added | 200,666 | $16M | 0.1% | 2026-Q2 |
| a16z Perennial Management, L.P. new | 198,110 | $16M | 0.1% | 2026-Q2 |
| SAGE PRIVATE WEALTH GROUP, LLC added | 179,875 | $14M | 0.1% | 2026-Q2 |
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.