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 |
|---|---|---|---|---|---|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
18,045
shares
|
$1.19 Million
0.12% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Swmg, LLC
Fort Worth, TX |
Jan 23, 2025 Q4 2024 |
17,932
shares
|
$1.18 Million
0.39% of portfolio
|
Q4 2024
Reduced 5.91%
|
|
|
Black Diamond Wealth Management Inc.
|
Feb 10, 2025 Q4 2024 |
17,798
shares
|
$1.17 Million
0.64% of portfolio
|
Q4 2024
Added 34.88%
|
|
|
Mayflower Financial Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
17,524
shares
|
$1.15 Million
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
Apr 15, 2025 Q1 2025 |
17,501
shares
|
$1.15 Million
0.89% of portfolio
|
Q1 2025
Reduced 2.33%
|
|
|
Kendall Capital Management
|
Feb 07, 2025 Q4 2024 |
17,347
shares
|
$1.14 Million
0.27% of portfolio
|
Q4 2024
Reduced 6.83%
|
|
|
Tableaux LLC
Stockbridge, MA |
Mar 14, 2025 Q4 2024 |
17,342
shares
|
$1.14 Million
0.75% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
17,240
shares
|
$1.13 Million
0.01% of portfolio
|
Q4 2024
Reduced 6.46%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Feb 14, 2025 Q4 2024 |
17,079
shares
|
$1.12 Million
0.02% of portfolio
|
Q4 2024
Added 9.71%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Apr 16, 2025 Q1 2025 |
16,804
shares
|
$1.11 Million
0.14% of portfolio
|
Q1 2025
Added 50.3%
|
|
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
Apr 11, 2025 Q1 2025 |
16,604
shares
|
$1.09 Million
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Copia Wealth Management
Bend, OR |
Apr 17, 2025 Q1 2025 |
16,550
shares
|
$1.09 Million
0.95% of portfolio
|
Q1 2025
Added 0.49%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Feb 18, 2025 Q4 2024 |
16,541
shares
|
$1.09 Million
0.06% of portfolio
|
Q4 2024
Added 29.41%
|
|
|
Paladin Wealth, LLC
Arden Hills, MN |
Apr 09, 2025 Q1 2025 |
16,533
shares
|
$1.09 Million
0.92% of portfolio
|
Q1 2025
Added 1.59%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
16,192
shares
|
$1.07 Million
0.01% of portfolio
|
Q4 2024
Reduced 94.48%
|
|
|
Brown Advisory Inc
|
Feb 14, 2025 Q4 2024 |
15,659
shares
|
$1.03 Million
0.0% of portfolio
|
Q4 2022
Reduced 7.62%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
15,568
shares
|
$1.02 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Feb 12, 2025 Q4 2024 |
15,421
shares
|
$1.01 Million
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
15,273
shares
|
$1 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Apr 11, 2025 Q1 2025 |
14,964
shares
|
$984,331
0.11% of portfolio
|
Q1 2025
Reduced 6.73%
|
|
|
Auour Investments LLC
Wenham, MA |
Feb 03, 2025 Q4 2024 |
14,944
shares
|
$983,016
0.28% of portfolio
|
Q4 2024
Added 7.49%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
14,600
shares
|
$960,388
0.02% of portfolio
|
Q1 2025
Reduced 2.01%
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
14,591
shares
|
$959,795
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Jan 16, 2025 Q4 2024 |
14,557
shares
|
$957,559
0.16% of portfolio
|
Q4 2024
Added 6.37%
|
|
|
Eagle Global Advisors LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
14,500
shares
|
$953,810
0.03% of portfolio
|
Q4 2024
New holding
|