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 |
|---|---|---|---|---|---|
|
Cx Institutional
|
Apr 15, 2025 Q1 2025 |
19,744
shares
|
$1.32 Million
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Myecfo, LLC
La Jolla, CA |
Apr 08, 2025 Q1 2025 |
19,718
shares
|
$1.31 Million
0.65% of portfolio
|
Q1 2025
Added 15.68%
|
|
|
Diligent Investors, LLC
|
Apr 10, 2025 Q1 2025 |
19,711
shares
|
$1.31 Million
0.33% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Nwam LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
19,461
shares
|
$1.3 Million
0.11% of portfolio
|
Q1 2025
Added 39.69%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
May 15, 2025 Q1 2025 |
19,280
shares
|
$1.29 Million
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
19,075
shares
|
$1.27 Million
0.05% of portfolio
|
Q1 2025
Added 57.27%
|
|
|
Amg National Trust Bank
|
May 05, 2025 Q1 2025 |
19,070
shares
|
$1.27 Million
0.03% of portfolio
|
Q1 2025
Added 200.79%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
May 14, 2025 Q1 2025 |
19,045
shares
|
$1.27 Million
0.17% of portfolio
|
Q1 2025
Reduced 7.35%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
18,869
shares
|
$1.26 Million
0.01% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
S. R. Schill & Associates
Mercer Island, WA |
Apr 18, 2025 Q1 2025 |
18,743
shares
|
$1.25 Million
0.93% of portfolio
|
Q1 2025
New holding
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
18,724
shares
|
$1.25 Million
0.0% of portfolio
|
Q1 2025
Added 99.4%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
May 05, 2025 Q1 2025 |
18,561
shares
|
$1.24 Million
0.2% of portfolio
|
Q1 2025
Added 35.82%
|
|
|
M1 Capital Management LLC
Bloomfield Hills, MI |
May 06, 2025 Q1 2025 |
18,467
shares
|
$1.23 Million
0.71% of portfolio
|
Q1 2025
New holding
|
|
|
Theory Financial LLC
Fort Collins, CO |
May 02, 2025 Q1 2025 |
18,422
shares
|
$1.23 Million
0.5% of portfolio
|
Q1 2025
Added 95.11%
|
|
|
Kendall Capital Management
|
Apr 25, 2025 Q1 2025 |
18,237
shares
|
$1.22 Million
0.34% of portfolio
|
Q1 2025
Added 5.13%
|
|
|
Matrix Trust CO
|
Apr 10, 2025 Q1 2025 |
18,188
shares
|
$1.21 Million
0.19% of portfolio
|
Q1 2025
Added 282.42%
|
|
|
Thrive Capital Management, LLC
Fort Washington, PA |
Apr 30, 2025 Q1 2025 |
18,146
shares
|
$1.21 Million
0.51% of portfolio
|
Q1 2025
Reduced 33.76%
|
|
|
Prosperity Consulting Group, LLC
|
May 07, 2025 Q1 2025 |
17,633
shares
|
$1.18 Million
0.09% of portfolio
|
Q1 2025
Reduced 16.75%
|
|
|
Pecaut & Co.
|
May 02, 2025 Q1 2025 |
17,604
shares
|
$1.17 Million
0.39% of portfolio
|
Q1 2025
Added 54.91%
|
|
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
Apr 15, 2025 Q1 2025 |
17,501
shares
|
$1.17 Million
0.89% of portfolio
|
Q1 2025
Reduced 2.33%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Apr 16, 2025 Q1 2025 |
16,804
shares
|
$1.12 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
|
$1.11 Million
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
16,575
shares
|
$1.1 Million
0.0% of portfolio
|
Q1 2025
Added 5.85%
|
|
|
Copia Wealth Management
Bend, OR |
Apr 17, 2025 Q1 2025 |
16,550
shares
|
$1.1 Million
0.95% of portfolio
|
Q1 2025
Added 0.49%
|
|
|
Paladin Wealth, LLC
Arden Hills, MN |
Apr 09, 2025 Q1 2025 |
16,533
shares
|
$1.1 Million
0.92% of portfolio
|
Q1 2025
Added 1.59%
|