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 |
|---|---|---|---|---|---|
|
Pathway Financial Advisors LLC
|
Apr 16, 2025 Q1 2025 |
14,409
shares
|
$963,241
0.17% of portfolio
|
Q1 2022
New holding
|
|
|
Christopher Bloomstran
Semper Augustus Investments Group LLC | Highlands Ranch, CO
|
Feb 14, 2025 Q4 2024 |
14,365
shares
|
$960,300
0.13% of portfolio
|
Q4 2024
Added 15.29%
|
|
|
Capital Management Associates, Inc
Minneapolis, MN |
Jan 28, 2025 Q4 2024 |
14,275
shares
|
$954,283
0.28% of portfolio
|
Q4 2024
Added 49.02%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
14,221
shares
|
$950,673
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Patten Group, Inc.
|
Feb 06, 2025 Q4 2024 |
14,024
shares
|
$937,504
0.17% of portfolio
|
Q4 2024
Added 71.13%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
14,020
shares
|
$937,236
0.02% of portfolio
|
Q4 2024
Reduced 3.37%
|
|
|
Nwam LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
13,932
shares
|
$931,354
0.05% of portfolio
|
Q4 2024
Added 31.96%
|
|
|
Norden Group LLC
Provo, UT |
Feb 05, 2025 Q4 2024 |
13,868
shares
|
$927,075
0.08% of portfolio
|
Q4 2024
Reduced 50.75%
|
|
|
My Legacy Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
13,794
shares
|
$922,128
0.33% of portfolio
|
Q1 2025
Added 95.58%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Feb 19, 2025 Q4 2024 |
13,666
shares
|
$913,572
0.12% of portfolio
|
Q4 2024
Reduced 6.04%
|
|
|
Breed'S Hill Capital LLC
Charlestown, MA |
Feb 18, 2025 Q4 2024 |
13,617
shares
|
$910,296
0.37% of portfolio
|
Q3 2024
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
13,510
shares
|
$903,143
0.02% of portfolio
|
Q4 2024
Added 27.5%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Feb 04, 2025 Q4 2024 |
13,499
shares
|
$902,408
0.31% of portfolio
|
Q4 2024
Reduced 19.7%
|
|
|
Kaufman Rossin Wealth, LLC
Miami, FL |
Jan 23, 2025 Q4 2024 |
13,150
shares
|
$879,077
0.7% of portfolio
|
Q4 2024
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
13,101
shares
|
$875,801
0.01% of portfolio
|
Q4 2024
Added 8.37%
|
|
|
Tradition Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
12,876
shares
|
$860,760
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
Jan 24, 2025 Q4 2024 |
12,800
shares
|
$855,679
0.02% of portfolio
|
Q4 2024
Reduced 44.59%
|
|
|
Maia Wealth LLC
Denver, CO |
Feb 05, 2025 Q4 2024 |
12,701
shares
|
$849,061
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Feb 14, 2025 Q4 2024 |
12,674
shares
|
$847,256
0.03% of portfolio
|
Q4 2024
Reduced 1.22%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
12,618
shares
|
$843,513
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Destiny Capital Securities Corporation
Golden, CO |
Nov 13, 2023 Q3 2023 |
12,310
shares
|
$822,923
0.37% of portfolio
|
Q3 2023
New holding
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
12,262
shares
|
$819,714
0.23% of portfolio
|
Q3 2024
Added 11.3%
|
|
|
Destiny Capital Corp/Co
Golden, CO |
Apr 16, 2025 Q1 2025 |
12,235
shares
|
$817,909
0.52% of portfolio
|
Q1 2025
Reduced 2.14%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
12,129
shares
|
$810,823
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
12,066
shares
|
$806,612
0.02% of portfolio
|
Q4 2024
Added 53.55%
|