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 579 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 $8.31 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Feb 13, 2025 Q4 2024 |
12,020
shares
|
$803,536
0.2% of portfolio
|
Q1 2024
Closed
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
12,000
shares
|
$802,199
0.05% of portfolio
|
Q1 2022
New holding
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
11,944
shares
|
$798,456
0.01% of portfolio
|
Q2 2023
Added 0.42%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
11,921
shares
|
$796,918
0.07% of portfolio
|
Q4 2022
Added 19.01%
|
|
|
Good Life Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
11,763
shares
|
$786,356
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Jan 27, 2025 Q4 2024 |
11,695
shares
|
$781,810
0.27% of portfolio
|
Q3 2024
New holding
|
|
|
Ifg Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
11,614
shares
|
$776,395
0.14% of portfolio
|
Q1 2025
Added 29.03%
|
|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
11,495
shares
|
$768,440
0.0% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jan 27, 2025 Q4 2024 |
11,404
shares
|
$762,357
0.04% of portfolio
|
Q4 2024
Added 194.37%
|
|
|
Pecaut & Co.
|
Feb 11, 2025 Q4 2024 |
11,364
shares
|
$759,683
0.21% of portfolio
|
Q4 2024
Added 8.47%
|
|
|
Weil Company, Inc.
|
Feb 04, 2025 Q4 2024 |
11,055
shares
|
$739,026
0.21% of portfolio
|
Q4 2024
Reduced 3.48%
|
|
|
Choate Investment Advisors
Boston, MA |
Feb 10, 2025 Q4 2024 |
11,028
shares
|
$737,221
0.01% of portfolio
|
Q1 2024
Reduced 57.19%
|
|
|
Washington Trust CO
|
Jan 30, 2025 Q4 2024 |
10,972
shares
|
$733,478
0.02% of portfolio
|
Q4 2024
Reduced 17.65%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
10,881
shares
|
$727,394
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Sage Mountain Advisors LLC
|
Feb 07, 2025 Q4 2024 |
10,830
shares
|
$723,985
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
10,750
shares
|
$718,637
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Apr 14, 2025 Q1 2025 |
10,706
shares
|
$715,696
0.1% of portfolio
|
Q1 2025
Added 98.52%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Feb 14, 2025 Q4 2024 |
10,681
shares
|
$714,024
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
10,661
shares
|
$712,687
0.02% of portfolio
|
Q4 2024
Added 20.22%
|
|
|
Bank Of Marin
Novato, CA |
Feb 10, 2025 Q4 2024 |
10,434
shares
|
$697,512
0.44% of portfolio
|
Q4 2024
Reduced 9.06%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Apr 11, 2025 Q1 2025 |
10,386
shares
|
$694,304
0.15% of portfolio
|
Q1 2025
Added 3.04%
|
|
|
New York Life Investment Management LLC
New York, NY |
Feb 04, 2025 Q4 2024 |
10,366
shares
|
$692,967
0.01% of portfolio
|
Q4 2024
Reduced 88.05%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Feb 18, 2025 Q4 2024 |
10,300
shares
|
$688,554
0.09% of portfolio
|
Q4 2024
Reduced 25.5%
|
|
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
Feb 14, 2025 Q4 2024 |
10,258
shares
|
$685,747
0.53% of portfolio
|
Q4 2024
New holding
|
|
|
Laidlaw Wealth Management LLC
New York City, NY |
Jan 31, 2025 Q4 2024 |
10,135
shares
|
$677,524
0.2% of portfolio
|
Q4 2024
Reduced 1.01%
|