Institutional Ownership World Gold Trust (GLDM)
This table provides information about the institutional ownership of World Gold Trust (GLDM). We have compiled data on the 576 institutions that hold shares in the stock, with a total of 124 Million shares, which have been reported (via 13F filing form) to have a value of $8.16 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Apr 18, 2025 Q1 2025 |
38,093
shares
|
$2.51 Million
1.19% of portfolio
|
Q1 2025
Added 309.43%
|
|
|
Scotia Capital Inc.
|
Feb 13, 2025 Q4 2024 |
37,812
shares
|
$2.49 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Peak Retirement Planning, Inc.
Columbus, OH |
Feb 20, 2025 Q4 2024 |
37,670
shares
|
$2.48 Million
1.34% of portfolio
|
Q4 2024
New holding
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Feb 13, 2025 Q4 2024 |
37,309
shares
|
$2.45 Million
0.12% of portfolio
|
Q4 2024
Reduced 3.45%
|
|
|
Public Employees Retirement System Of Ohio
Columbus, OH |
Feb 18, 2025 Q4 2024 |
37,200
shares
|
$2.45 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
36,501
shares
|
$2.4 Million
1.64% of portfolio
|
Q3 2024
Reduced 1.35%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Feb 12, 2025 Q4 2024 |
36,100
shares
|
$2.37 Million
0.01% of portfolio
|
Q4 2024
Reduced 9.3%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
36,049
shares
|
$2.37 Million
0.03% of portfolio
|
Q1 2025
Added 8.36%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Jan 31, 2025 Q4 2024 |
35,466
shares
|
$2.33 Million
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Bush Investment Group, LLC
Valdosta, GA |
Feb 13, 2025 Q4 2024 |
35,349
shares
|
$2.33 Million
1.43% of portfolio
|
Q4 2024
New holding
|
|
|
Fure Financial Corp
Bloomington, MN |
Nov 09, 2022 Q3 2022 |
35,340
shares
|
$2.32 Million
0.96% of portfolio
|
Q3 2022
New holding
|
|
|
Shira Ridge Wealth Management
Larkspur, CA |
Apr 14, 2025 Q1 2025 |
35,219
shares
|
$2.32 Million
1.09% of portfolio
|
Q1 2025
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
34,941
shares
|
$2.3 Million
0.02% of portfolio
|
Q4 2024
Reduced 3.25%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Jan 24, 2025 Q4 2024 |
34,746
shares
|
$2.29 Million
0.43% of portfolio
|
Q4 2024
Added 196.87%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jan 27, 2025 Q4 2024 |
34,720
shares
|
$2.28 Million
0.16% of portfolio
|
Q4 2024
Added 11.75%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
34,222
shares
|
$2.25 Million
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
33,974
shares
|
$2.23 Million
0.09% of portfolio
|
Q1 2025
Added 94.11%
|
|
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
Jan 03, 2024 Q4 2023 |
33,105
shares
|
$2.18 Million
0.49% of portfolio
|
Q4 2023
Reduced 41.22%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Jan 30, 2025 Q4 2024 |
32,568
shares
|
$2.14 Million
0.39% of portfolio
|
Q4 2024
Added 2.52%
|
|
|
Gradient Capital Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
31,702
shares
|
$2.09 Million
0.54% of portfolio
|
Q4 2024
Reduced 3.81%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Feb 14, 2025 Q4 2024 |
31,691
shares
|
$2.08 Million
1.21% of portfolio
|
Q4 2024
Reduced 7.81%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
31,335
shares
|
$2.06 Million
0.0% of portfolio
|
Q4 2024
Reduced 23.85%
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Apr 08, 2025 Q1 2025 |
30,805
shares
|
$2.03 Million
1.11% of portfolio
|
Q1 2025
Reduced 49.08%
|
|
|
Adviser Investments LLC
|
Feb 12, 2025 Q4 2024 |
30,681
shares
|
$2.02 Million
0.02% of portfolio
|
Q4 2024
Added 486.3%
|
|
|
Cambridge Associates LLC
Boston, MA |
Feb 12, 2025 Q4 2024 |
30,631
shares
|
$2.01 Million
0.05% of portfolio
|
Q3 2024
New holding
|