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 |
|---|---|---|---|---|---|
|
Advyzon Investment Management, LLC
Lisle, IL |
Feb 03, 2025 Q4 2024 |
22,473
shares
|
$1.48 Million
0.45% of portfolio
|
Q4 2024
New holding
|
|
|
Detalus Advisors, LLC
|
Feb 06, 2025 Q4 2024 |
22,096
shares
|
$1.45 Million
0.4% of portfolio
|
Q4 2024
New holding
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
22,070
shares
|
$1.45 Million
0.35% of portfolio
|
Q1 2024
Added 153.56%
|
|
|
Heritage Wealth Advisors
|
Feb 11, 2025 Q4 2024 |
21,975
shares
|
$1.45 Million
0.06% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
|
Hollencrest Capital Management
|
Feb 07, 2025 Q4 2024 |
21,890
shares
|
$1.44 Million
0.05% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Headlands Technologies LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
21,578
shares
|
$1.42 Million
0.12% of portfolio
|
Q4 2024
Added 41.13%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
21,412
shares
|
$1.41 Million
0.0% of portfolio
|
Q4 2024
Added 0.87%
|
|
|
Prosperity Consulting Group, LLC
|
Feb 14, 2025 Q4 2024 |
21,181
shares
|
$1.39 Million
0.08% of portfolio
|
Q4 2024
Reduced 58.32%
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Apr 22, 2025 Q1 2025 |
21,045
shares
|
$1.38 Million
1.12% of portfolio
|
Q1 2025
Added 10.72%
|
|
|
Carret Asset Management, LLC
|
Apr 22, 2025 Q1 2025 |
20,986
shares
|
$1.38 Million
0.15% of portfolio
|
Q1 2025
Reduced 0.71%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Feb 13, 2025 Q4 2024 |
20,929
shares
|
$1.38 Million
0.02% of portfolio
|
Q4 2024
Added 10.76%
|
|
|
Bravias Capital Group, LLC
Iselin, NJ |
Feb 06, 2025 Q4 2024 |
20,926
shares
|
$1.38 Million
0.94% of portfolio
|
Q4 2024
New holding
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Feb 13, 2025 Q4 2024 |
20,555
shares
|
$1.35 Million
0.15% of portfolio
|
Q4 2024
Reduced 1.72%
|
|
|
Petix & Botte CO
|
Jan 21, 2025 Q4 2024 |
20,396
shares
|
$1.34 Million
0.28% of portfolio
|
Q4 2024
Reduced 48.54%
|
|
|
Apella Capital, LLC
|
Apr 10, 2025 Q1 2025 |
20,178
shares
|
$1.33 Million
0.04% of portfolio
|
Q4 2024
Added 16.55%
|
|
|
Total Investment Management Inc
Scottsdale, AZ |
Jan 31, 2025 Q4 2024 |
19,808
shares
|
$1.3 Million
0.15% of portfolio
|
Q2 2024
Reduced 1.02%
|
|
|
Cx Institutional
|
Apr 15, 2025 Q1 2025 |
19,744
shares
|
$1.3 Million
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Myecfo, LLC
La Jolla, CA |
Apr 08, 2025 Q1 2025 |
19,718
shares
|
$1.3 Million
0.65% of portfolio
|
Q1 2025
Added 15.68%
|
|
|
Diligent Investors, LLC
|
Apr 10, 2025 Q1 2025 |
19,711
shares
|
$1.3 Million
0.33% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Feb 04, 2025 Q4 2024 |
19,475
shares
|
$1.28 Million
0.62% of portfolio
|
Q4 2024
Reduced 6.26%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
18,995
shares
|
$1.25 Million
0.02% of portfolio
|
Q4 2024
Added 9.09%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
18,809
shares
|
$1.24 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
S. R. Schill & Associates
Mercer Island, WA |
Apr 18, 2025 Q1 2025 |
18,743
shares
|
$1.23 Million
0.93% of portfolio
|
Q1 2025
New holding
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Jan 29, 2025 Q4 2024 |
18,597
shares
|
$1.22 Million
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Matrix Trust CO
|
Apr 10, 2025 Q1 2025 |
18,188
shares
|
$1.2 Million
0.19% of portfolio
|
Q1 2025
Added 282.42%
|