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 |
|---|---|---|---|---|---|
|
Sage Mountain Advisors LLC
|
May 02, 2025 Q1 2025 |
10,830
shares
|
$721,927
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
10,750
shares
|
$716,595
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Apr 14, 2025 Q1 2025 |
10,706
shares
|
$713,661
0.1% of portfolio
|
Q1 2025
Added 98.52%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
10,582
shares
|
$705,396
0.05% of portfolio
|
Q1 2025
Added 24.67%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Apr 11, 2025 Q1 2025 |
10,386
shares
|
$692,330
0.15% of portfolio
|
Q1 2025
Added 3.04%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
10,293
shares
|
$686,131
0.04% of portfolio
|
Q1 2025
Added 84.5%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
May 12, 2025 Q1 2025 |
10,249
shares
|
$683,198
0.2% of portfolio
|
Q1 2025
Reduced 14.73%
|
|
|
Tempus Wealth Planning, LLC
|
May 06, 2025 Q1 2025 |
10,223
shares
|
$681,465
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Alpha Cubed Investments, LLC
|
Apr 29, 2025 Q1 2025 |
10,201
shares
|
$679,998
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Jt Stratford LLC
Gainesville, GA |
May 14, 2025 Q1 2025 |
10,200
shares
|
$679,932
0.12% of portfolio
|
Q1 2025
Reduced 0.97%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
May 05, 2025 Q1 2025 |
10,055
shares
|
$670,266
0.04% of portfolio
|
Q1 2025
Added 2.39%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
10,013
shares
|
$667,466
0.0% of portfolio
|
Q1 2025
Added 10.11%
|
|
|
Clearview Wealth Advisors LLC
|
Apr 22, 2025 Q1 2025 |
9,561
shares
|
$637,336
0.45% of portfolio
|
Q1 2025
New holding
|
|
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
May 05, 2025 Q1 2025 |
9,508
shares
|
$633,803
0.64% of portfolio
|
Q1 2025
Reduced 7.31%
|
|
|
Indiana Trust & Investment Management CO
|
May 21, 2025 Q1 2025 |
9,500
shares
|
$633,270
0.22% of portfolio
|
Q4 2024
Added 375.0%
|
|
|
Requisite Capital Management, LLC
|
Apr 14, 2025 Q1 2025 |
9,283
shares
|
$618,804
0.14% of portfolio
|
Q1 2025
Added 27.85%
|
|
|
De Dora Capital, Inc.
|
May 06, 2025 Q1 2025 |
9,238
shares
|
$615,805
0.17% of portfolio
|
Q1 2025
Added 17.8%
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
9,190
shares
|
$612,605
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Middleton & CO Inc
|
May 09, 2025 Q1 2025 |
9,151
shares
|
$610,005
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Apr 22, 2025 Q1 2025 |
8,957
shares
|
$597,073
0.53% of portfolio
|
Q1 2025
Reduced 31.24%
|
|
|
Smith Anglin Financial, LLC
|
Apr 09, 2025 Q1 2025 |
8,862
shares
|
$590,740
0.06% of portfolio
|
Q1 2025
Added 18.48%
|
|
|
Yhb Investment Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
8,700
shares
|
$579,942
0.05% of portfolio
|
Q1 2025
Added 25.18%
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
8,652
shares
|
$576,742
0.19% of portfolio
|
Q4 2023
Reduced 0.4%
|
|
|
Frederick Financial Consultants, LLC
Frederick, MD |
May 02, 2025 Q1 2025 |
8,553
shares
|
$570,142
0.38% of portfolio
|
Q1 2025
New holding
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
8,547
shares
|
$569,743
0.04% of portfolio
|
Q1 2025
Added 33.78%
|