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 |
|---|---|---|---|---|---|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
10,013
shares
|
$669,369
0.0% of portfolio
|
Q1 2025
Added 10.11%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
9,820
shares
|
$656,467
0.03% of portfolio
|
Q4 2024
Reduced 41.08%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Feb 10, 2025 Q4 2024 |
9,735
shares
|
$650,784
0.01% of portfolio
|
Q4 2024
Reduced 16.97%
|
|
|
Indiana Trust & Investment Management CO
|
Jan 29, 2025 Q4 2024 |
9,500
shares
|
$635,075
0.17% of portfolio
|
Q4 2024
Added 375.0%
|
|
|
Theory Financial LLC
Fort Collins, CO |
Feb 03, 2025 Q4 2024 |
9,442
shares
|
$631,197
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
9,393
shares
|
$627,922
0.01% of portfolio
|
Q4 2024
Added 97.75%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
9,390
shares
|
$627,721
0.0% of portfolio
|
Q4 2024
Reduced 58.18%
|
|
|
Apeiron Ria LLC
|
Jan 17, 2025 Q4 2024 |
9,317
shares
|
$622,841
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Feb 06, 2025 Q4 2024 |
9,300
shares
|
$621,705
0.04% of portfolio
|
Q3 2024
Added 11.3%
|
|
|
Requisite Capital Management, LLC
|
Apr 14, 2025 Q1 2025 |
9,283
shares
|
$620,568
0.14% of portfolio
|
Q1 2025
Added 27.85%
|
|
|
Middleton & CO Inc
|
Feb 05, 2025 Q4 2024 |
9,151
shares
|
$611,744
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Apr 22, 2025 Q1 2025 |
8,957
shares
|
$598,775
0.53% of portfolio
|
Q1 2025
Reduced 31.24%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
8,923
shares
|
$596,502
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Smith Anglin Financial, LLC
|
Apr 09, 2025 Q1 2025 |
8,862
shares
|
$592,424
0.06% of portfolio
|
Q1 2025
Added 18.48%
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
8,652
shares
|
$578,386
0.19% of portfolio
|
Q4 2023
Reduced 0.4%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
8,488
shares
|
$567,422
0.04% of portfolio
|
Q4 2024
Added 77.68%
|
|
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
Feb 13, 2025 Q4 2024 |
8,322
shares
|
$556,325
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Apr 22, 2025 Q1 2025 |
8,275
shares
|
$553,183
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
8,264
shares
|
$552,448
0.01% of portfolio
|
Q4 2024
Reduced 59.27%
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
7,948
shares
|
$531,323
0.25% of portfolio
|
Q1 2025
Reduced 3.68%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Apr 14, 2025 Q1 2025 |
7,905
shares
|
$528,449
0.07% of portfolio
|
Q1 2025
Reduced 5.28%
|
|
|
Firethorn Wealth Partners, LLC
|
Apr 10, 2025 Q1 2025 |
7,863
shares
|
$525,641
0.24% of portfolio
|
Q1 2025
Added 84.02%
|
|
|
Oceanside Advisors LLC
Mount Pleasant, SC |
Jan 29, 2025 Q4 2024 |
7,851
shares
|
$524,839
0.3% of portfolio
|
Q4 2024
Reduced 0.92%
|
|
|
De Dora Capital, Inc.
|
Jan 30, 2025 Q4 2024 |
7,842
shares
|
$524,237
0.12% of portfolio
|
Q4 2024
Added 5.57%
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Apr 22, 2025 Q1 2025 |
7,793
shares
|
$520,962
0.24% of portfolio
|
Q2 2024
Added 18.71%
|