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 |
|---|---|---|---|---|---|
|
Apeiron Ria LLC
|
May 29, 2025 Q1 2025 |
16,432
shares
|
$1.1 Million
0.33% of portfolio
|
Q1 2025
Added 76.37%
|
|
|
Christopher Bloomstran
Semper Augustus Investments Group LLC | Highlands Ranch, CO
|
May 15, 2025 Q1 2025 |
16,219
shares
|
$1.08 Million
0.16% of portfolio
|
Q1 2025
Added 12.91%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
May 22, 2025 Q1 2025 |
16,110
shares
|
$1.07 Million
0.3% of portfolio
|
Q1 2025
Reduced 29.26%
|
|
|
Eagle Global Advisors LLC
Houston, TX |
May 12, 2025 Q1 2025 |
16,000
shares
|
$1.07 Million
0.04% of portfolio
|
Q1 2025
Added 10.34%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
15,803
shares
|
$1.05 Million
0.11% of portfolio
|
Q1 2025
Added 77.1%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
15,350
shares
|
$1.02 Million
0.13% of portfolio
|
Q1 2025
Reduced 14.93%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
15,219
shares
|
$1.01 Million
0.03% of portfolio
|
Q1 2025
Added 12.65%
|
|
|
Tableaux LLC
Stockbridge, MA |
May 13, 2025 Q1 2025 |
15,156
shares
|
$1.01 Million
0.68% of portfolio
|
Q1 2025
Reduced 12.61%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
May 15, 2025 Q1 2025 |
15,155
shares
|
$1.01 Million
0.08% of portfolio
|
Q1 2025
Reduced 8.38%
|
|
|
Valtinson Bruner Financial Planning LLC
|
May 14, 2025 Q1 2025 |
15,032
shares
|
$1 Million
0.39% of portfolio
|
Q1 2025
Reduced 37.4%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Apr 11, 2025 Q1 2025 |
14,964
shares
|
$997,500
0.11% of portfolio
|
Q1 2025
Reduced 6.73%
|
|
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
Apr 23, 2025 Q1 2025 |
14,958
shares
|
$997,100
0.43% of portfolio
|
Q1 2025
Added 79.74%
|
|
|
Two Sigma Securities, LLC
New York, NY |
May 15, 2025 Q1 2025 |
14,769
shares
|
$984,501
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Apr 28, 2025 Q1 2025 |
14,647
shares
|
$976,369
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
14,600
shares
|
$973,236
0.02% of portfolio
|
Q1 2025
Reduced 2.01%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
May 01, 2025 Q1 2025 |
14,557
shares
|
$970,369
0.19% of portfolio
|
Q4 2024
Added 6.37%
|
|
|
Pathway Financial Advisors LLC
|
Apr 16, 2025 Q1 2025 |
14,409
shares
|
$960,503
0.17% of portfolio
|
Q1 2022
New holding
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
14,221
shares
|
$947,971
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
13,925
shares
|
$928,240
0.02% of portfolio
|
Q1 2025
Added 48.25%
|
|
|
Auour Investments LLC
Wenham, MA |
May 01, 2025 Q1 2025 |
13,821
shares
|
$921,307
0.32% of portfolio
|
Q1 2025
Reduced 7.51%
|
|
|
My Legacy Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
13,794
shares
|
$919,508
0.33% of portfolio
|
Q1 2025
Added 95.58%
|
|
|
Breed'S Hill Capital LLC
Charlestown, MA |
May 14, 2025 Q1 2025 |
13,617
shares
|
$907,709
0.45% of portfolio
|
Q3 2024
New holding
|
|
|
Boothbay Fund Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
13,600
shares
|
$906,576
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Norden Group LLC
Provo, UT |
May 07, 2025 Q1 2025 |
13,587
shares
|
$905,709
0.1% of portfolio
|
Q1 2025
Reduced 2.03%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
May 01, 2025 Q1 2025 |
13,475
shares
|
$898,243
0.38% of portfolio
|
Q1 2025
Reduced 0.18%
|