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 |
|---|---|---|---|---|---|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
30,503
shares
|
$2.01 Million
0.01% of portfolio
|
Q4 2024
Reduced 31.52%
|
|
|
Brown Financial Advisors
Milford, OH |
Feb 04, 2025 Q4 2024 |
30,014
shares
|
$1.97 Million
0.63% of portfolio
|
Q4 2024
Reduced 4.25%
|
|
|
Gamma Investing LLC
Foster City, CA |
Apr 07, 2025 Q1 2025 |
29,460
shares
|
$1.94 Million
0.0% of portfolio
|
Q1 2025
Reduced 98.38%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
29,395
shares
|
$1.93 Million
0.13% of portfolio
|
Q2 2023
Reduced 0.43%
|
|
|
Forbes J M & CO LLP
|
Jan 28, 2025 Q4 2024 |
28,711
shares
|
$1.89 Million
0.15% of portfolio
|
Q2 2023
New holding
|
|
|
Valicenti Advisory Services Inc
|
Jan 23, 2025 Q4 2024 |
28,394
shares
|
$1.87 Million
0.37% of portfolio
|
Q4 2024
Added 4.18%
|
|
|
Richard Bernstein Advisors LLC
|
Feb 04, 2025 Q4 2024 |
27,621
shares
|
$1.82 Million
0.03% of portfolio
|
Q4 2024
Reduced 0.47%
|
|
|
Thrive Capital Management, LLC
Fort Washington, PA |
Feb 13, 2025 Q4 2024 |
27,394
shares
|
$1.8 Million
0.65% of portfolio
|
Q4 2024
Added 45.13%
|
|
|
Pds Planning, Inc
|
Feb 10, 2025 Q4 2024 |
27,051
shares
|
$1.78 Million
0.13% of portfolio
|
Q4 2024
Added 3.91%
|
|
|
Robinson Value Management, Ltd.
San Antonio, TX |
Jan 28, 2025 Q4 2024 |
26,393
shares
|
$1.74 Million
0.93% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Intrua Financial, LLC
Houston, TX |
Feb 13, 2025 Q2 2023 |
26,341
shares
|
$1.73 Million
0.17% of portfolio
|
Q2 2023
Reduced 29.18%
|
|
|
Astoria Portfolio Advisors Llc.
|
Jan 15, 2025 Q4 2024 |
26,292
shares
|
$1.73 Million
0.57% of portfolio
|
Q4 2024
Reduced 74.52%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Feb 10, 2025 Q4 2024 |
26,067
shares
|
$1.71 Million
0.02% of portfolio
|
Q2 2024
Reduced 1.49%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
25,541
shares
|
$1.68 Million
0.04% of portfolio
|
Q4 2024
Added 38.02%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Feb 11, 2025 Q4 2024 |
25,500
shares
|
$1.68 Million
0.03% of portfolio
|
Q1 2022
New holding
|
|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
Jan 24, 2025 Q4 2024 |
25,102
shares
|
$1.65 Million
0.43% of portfolio
|
Q4 2024
Reduced 0.83%
|
|
|
One Charles Private Wealth Services, LLC
|
Feb 11, 2025 Q4 2024 |
24,404
shares
|
$1.61 Million
0.45% of portfolio
|
Q4 2024
Added 6.89%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Apr 21, 2025 Q1 2025 |
24,289
shares
|
$1.6 Million
1.36% of portfolio
|
Q1 2025
Added 26.7%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Feb 10, 2025 Q4 2024 |
24,013
shares
|
$1.58 Million
0.52% of portfolio
|
Q4 2024
Added 8.17%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
24,001
shares
|
$1.58 Million
0.02% of portfolio
|
Q1 2022
New holding
|
|
|
Brown Miller Wealth Management, LLC
|
Apr 17, 2025 Q1 2025 |
23,707
shares
|
$1.56 Million
0.52% of portfolio
|
Q1 2025
Reduced 10.4%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Jan 24, 2025 Q4 2024 |
23,038
shares
|
$1.52 Million
0.43% of portfolio
|
Q4 2024
Added 341.59%
|
|
|
Sargent Investment Group, LLC
|
Jan 27, 2025 Q4 2024 |
23,015
shares
|
$1.51 Million
0.19% of portfolio
|
Q4 2024
Added 21.04%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Feb 07, 2025 Q4 2024 |
22,863
shares
|
$1.5 Million
0.19% of portfolio
|
Q2 2024
New holding
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Mar 07, 2025 Q4 2024 |
22,773
shares
|
$1.5 Million
0.38% of portfolio
|
Q4 2024
Reduced 12.2%
|