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 483 institutions that hold shares in the stock, with a total of 122 Million shares, which have been reported (via 13F filing form) to have a value of $6.37 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Destiny Capital Securities Corporation
Golden, CO |
Nov 13, 2023 Q3 2023 |
12,310
shares
|
$644,674
0.37% of portfolio
|
Q3 2023
New holding
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
12,262
shares
|
$642,160
0.23% of portfolio
|
Q3 2024
Added 11.3%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
12,089
shares
|
$633,100
0.01% of portfolio
|
Q3 2024
Added 1.21%
|
|
|
Vista Wealth Management Group, LLC
|
Nov 06, 2024 Q3 2024 |
12,000
shares
|
$628,440
0.04% of portfolio
|
Q1 2022
New holding
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
11,944
shares
|
$625,507
0.01% of portfolio
|
Q2 2023
Added 0.42%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
11,921
shares
|
$624,302
0.07% of portfolio
|
Q4 2022
Added 19.01%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
11,725
shares
|
$614,038
0.02% of portfolio
|
Q3 2024
Added 12.27%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Nov 06, 2024 Q3 2024 |
11,704
shares
|
$612,938
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Oct 18, 2024 Q3 2024 |
11,695
shares
|
$612,467
0.28% of portfolio
|
Q3 2024
New holding
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Oct 29, 2024 Q3 2024 |
11,673
shares
|
$611,315
0.05% of portfolio
|
Q3 2024
Reduced 64.8%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
11,526
shares
|
$603,616
0.0% of portfolio
|
Q3 2024
Reduced 2.03%
|
|
|
Bank Of Marin
Novato, CA |
Nov 06, 2024 Q3 2024 |
11,473
shares
|
$600,841
0.49% of portfolio
|
Q2 2024
Reduced 10.0%
|
|
|
Weil Company, Inc.
|
Nov 04, 2024 Q3 2024 |
11,453
shares
|
$599,793
0.21% of portfolio
|
Q3 2024
Reduced 4.1%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Oct 31, 2024 Q3 2024 |
11,399
shares
|
$596,965
0.1% of portfolio
|
Q3 2024
Reduced 88.73%
|
|
|
Choate Investment Advisors
Boston, MA |
Nov 13, 2024 Q3 2024 |
11,028
shares
|
$577,536
0.01% of portfolio
|
Q1 2024
Reduced 57.19%
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2024 Q3 2024 |
10,830
shares
|
$567,167
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
10,750
shares
|
$562,977
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
10,596
shares
|
$554,912
0.02% of portfolio
|
Q3 2024
Added 9.49%
|
|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
10,558
shares
|
$552,922
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
10,558
shares
|
$552,922
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Pecaut & Co.
|
Nov 06, 2024 Q3 2024 |
10,477
shares
|
$548,680
0.2% of portfolio
|
Q3 2024
Added 1.18%
|
|
|
Laidlaw Wealth Management LLC
New York City, NY |
Nov 12, 2024 Q3 2024 |
10,238
shares
|
$536,164
0.28% of portfolio
|
Q3 2024
Added 2.26%
|
|
|
Independent Advisor Alliance
|
Nov 12, 2024 Q3 2024 |
9,931
shares
|
$520,086
0.02% of portfolio
|
Q3 2024
Added 2.52%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
9,759
shares
|
$511,078
0.02% of portfolio
|
Q3 2024
Reduced 2.45%
|
|
|
Matrix Trust CO
|
Oct 08, 2024 Q3 2024 |
9,661
shares
|
$505,946
0.09% of portfolio
|
Q3 2024
Added 14.88%
|