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 642 institutions that hold shares in the stock, with a total of 141 Million shares, which have been reported (via 13F filing form) to have a value of $9.46 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Castleview Partners, LLC
Dallas, TX |
Apr 21, 2025 Q1 2025 |
24,289
shares
|
$1.62 Million
1.36% of portfolio
|
Q1 2025
Added 26.7%
|
|
|
Valicenti Advisory Services Inc
|
Apr 23, 2025 Q1 2025 |
24,221
shares
|
$1.61 Million
0.39% of portfolio
|
Q1 2025
Reduced 14.7%
|
|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
Apr 23, 2025 Q1 2025 |
24,202
shares
|
$1.61 Million
0.47% of portfolio
|
Q1 2025
Reduced 3.59%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
24,046
shares
|
$1.6 Million
0.0% of portfolio
|
Q1 2025
Added 90.57%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
24,001
shares
|
$1.6 Million
0.02% of portfolio
|
Q1 2022
New holding
|
|
|
Global View Capital Management LLC
Waukesha, WI |
May 13, 2025 Q1 2025 |
23,957
shares
|
$1.6 Million
0.54% of portfolio
|
Q1 2025
Added 319.93%
|
|
|
Brown Miller Wealth Management, LLC
|
Apr 17, 2025 Q1 2025 |
23,707
shares
|
$1.58 Million
0.52% of portfolio
|
Q1 2025
Reduced 10.4%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
23,649
shares
|
$1.58 Million
0.02% of portfolio
|
Q1 2025
Added 24.5%
|
|
|
Bravias Capital Group, LLC
Iselin, NJ |
May 09, 2025 Q1 2025 |
23,637
shares
|
$1.58 Million
1.19% of portfolio
|
Q1 2025
Added 12.96%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
May 08, 2025 Q1 2025 |
22,863
shares
|
$1.52 Million
0.23% of portfolio
|
Q2 2024
New holding
|
|
|
Richard Bernstein Advisors LLC
|
Apr 29, 2025 Q1 2025 |
22,763
shares
|
$1.52 Million
0.03% of portfolio
|
Q1 2025
Reduced 17.59%
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
May 14, 2025 Q1 2025 |
22,741
shares
|
$1.52 Million
0.85% of portfolio
|
Q1 2025
Added 16.77%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Apr 23, 2025 Q1 2025 |
22,351
shares
|
$1.49 Million
0.47% of portfolio
|
Q1 2025
Reduced 2.98%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
22,165
shares
|
$1.48 Million
0.0% of portfolio
|
Q1 2025
Added 3.52%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
22,070
shares
|
$1.47 Million
0.35% of portfolio
|
Q1 2024
Added 153.56%
|
|
|
Heritage Wealth Advisors
|
May 08, 2025 Q1 2025 |
21,975
shares
|
$1.46 Million
0.07% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
21,890
shares
|
$1.46 Million
0.06% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Apr 22, 2025 Q1 2025 |
21,045
shares
|
$1.4 Million
1.12% of portfolio
|
Q1 2025
Added 10.72%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
May 14, 2025 Q1 2025 |
21,035
shares
|
$1.4 Million
0.03% of portfolio
|
Q1 2025
Added 0.51%
|
|
|
Carret Asset Management, LLC
|
Apr 22, 2025 Q1 2025 |
20,986
shares
|
$1.4 Million
0.15% of portfolio
|
Q1 2025
Reduced 0.71%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
May 09, 2025 Q1 2025 |
20,718
shares
|
$1.38 Million
0.45% of portfolio
|
Q1 2025
Reduced 7.81%
|
|
|
Petix & Botte CO
|
May 13, 2025 Q1 2025 |
20,396
shares
|
$1.36 Million
0.34% of portfolio
|
Q4 2024
Reduced 48.54%
|
|
|
Apella Capital, LLC
|
Apr 10, 2025 Q1 2025 |
20,178
shares
|
$1.35 Million
0.04% of portfolio
|
Q4 2024
Added 16.55%
|
|
|
Astoria Portfolio Advisors Llc.
|
Apr 25, 2025 Q1 2025 |
20,131
shares
|
$1.34 Million
0.48% of portfolio
|
Q1 2025
Reduced 23.43%
|
|
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
Apr 23, 2025 Q1 2025 |
20,098
shares
|
$1.34 Million
0.55% of portfolio
|
Q1 2025
New holding
|