Institutional Ownership
World Gold Tr
CUSIP 98149E307SPDR GLD MINISQ1 2026
Institutional Holders
4
13F filers
Shares Held
227.8K
Aggregate institutional
Institutional Value
$21.22M
Q1 2026
Net New Holders
+2
3 new · 1 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions3
Increased0
Decreased1
Sold out1
Institutional Holders
4 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Plum Street Advisors, LLC | 127.8K | $11.84M | +127.8K | New |
| 2 | Palladiem, LLC | 73.3K | $6.91M | +73.3K | New |
| 3 | Certior Financial Group, LLC | 25.0K | $2.32M | −9.1K | Reduced |
| 4 | Transce3nd, LLC | 1.7K | $153.1K | +1.7K | New |