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 |
|---|---|---|---|---|---|
|
Total Investment Management Inc
Scottsdale, AZ |
May 09, 2025 Q1 2025 |
13,469
shares
|
$897,843
0.11% of portfolio
|
Q1 2025
Reduced 32.0%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
12,910
shares
|
$860,580
0.02% of portfolio
|
Q1 2025
Reduced 7.92%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Apr 29, 2025 Q1 2025 |
12,880
shares
|
$858,580
0.03% of portfolio
|
Q1 2025
Added 18.37%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
May 12, 2025 Q1 2025 |
12,695
shares
|
$846,248
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
May 15, 2025 Q1 2025 |
12,674
shares
|
$844,848
0.04% of portfolio
|
Q4 2024
Reduced 1.22%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
May 09, 2025 Q1 2025 |
12,375
shares
|
$824,917
0.11% of portfolio
|
Q1 2025
Added 90.85%
|
|
|
Destiny Capital Securities Corporation
Golden, CO |
Nov 13, 2023 Q3 2023 |
12,310
shares
|
$820,584
0.37% of portfolio
|
Q3 2023
New holding
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
12,262
shares
|
$817,384
0.23% of portfolio
|
Q3 2024
Added 11.3%
|
|
|
Destiny Capital Corp/Co
Golden, CO |
Apr 16, 2025 Q1 2025 |
12,235
shares
|
$815,585
0.52% of portfolio
|
Q1 2025
Reduced 2.14%
|
|
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
May 13, 2025 Q1 2025 |
12,200
shares
|
$813,252
0.03% of portfolio
|
Q1 2025
Reduced 4.69%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Apr 30, 2025 Q1 2025 |
12,122
shares
|
$808,052
0.04% of portfolio
|
Q1 2025
Added 6.3%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
12,000
shares
|
$799,920
0.05% of portfolio
|
Q1 2022
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
11,993
shares
|
$799,453
0.03% of portfolio
|
Q1 2025
Added 66.32%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
11,944
shares
|
$796,187
0.01% of portfolio
|
Q2 2023
Added 0.42%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
11,921
shares
|
$794,653
0.07% of portfolio
|
Q4 2022
Added 19.01%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
11,869
shares
|
$791,187
0.02% of portfolio
|
Q1 2025
Added 21.92%
|
|
|
Good Life Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
11,763
shares
|
$784,121
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
11,669
shares
|
$777,855
0.02% of portfolio
|
Q1 2025
Added 9.46%
|
|
|
Ifg Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
11,614
shares
|
$774,189
0.14% of portfolio
|
Q1 2025
Added 29.03%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
11,304
shares
|
$753,524
0.01% of portfolio
|
Q1 2025
Reduced 13.72%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
May 15, 2025 Q1 2025 |
11,299
shares
|
$753,191
0.48% of portfolio
|
Q1 2025
Added 5.79%
|
|
|
Caitlin John, LLC
Brighton, MI |
May 14, 2025 Q1 2025 |
11,263
shares
|
$750,791
0.68% of portfolio
|
Q1 2025
Added 842.51%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
11,262
shares
|
$750,724
0.0% of portfolio
|
Q1 2025
Reduced 2.03%
|
|
|
Avidian Wealth Solutions, LLC
|
Apr 25, 2025 Q1 2025 |
11,186
shares
|
$745,658
0.03% of portfolio
|
Q1 2025
Added 103.31%
|
|
|
Sheets Smith Wealth Management
|
Apr 23, 2025 Q1 2025 |
10,921
shares
|
$727,993
0.09% of portfolio
|
Q1 2025
New holding
|