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 |
|---|---|---|---|---|---|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
7,769
shares
|
$519,357
0.01% of portfolio
|
Q4 2024
Added 7.99%
|
|
|
Hm Payson & CO
Portland, ME |
Feb 07, 2025 Q4 2024 |
7,769
shares
|
$519,357
0.01% of portfolio
|
Q4 2024
Added 47.98%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Feb 13, 2025 Q4 2024 |
7,596
shares
|
$507,792
0.01% of portfolio
|
Q4 2024
Added 29.82%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
7,549
shares
|
$504,650
0.02% of portfolio
|
Q4 2023
Reduced 10.4%
|
|
|
Roman Butler Fullerton & CO
|
Apr 18, 2025 Q1 2025 |
7,506
shares
|
$501,776
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Fiduciary Trust CO
Boston, MA |
Feb 14, 2025 Q4 2024 |
7,366
shares
|
$492,417
0.01% of portfolio
|
Q4 2024
Added 80.63%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
7,262
shares
|
$485,464
0.03% of portfolio
|
Q4 2024
Reduced 53.97%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
7,211
shares
|
$482,055
0.02% of portfolio
|
Q4 2024
Reduced 26.11%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
7,101
shares
|
$474,701
0.05% of portfolio
|
Q3 2023
Reduced 0.85%
|
|
|
Yhb Investment Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
6,950
shares
|
$464,607
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Jan 28, 2025 Q4 2024 |
6,828
shares
|
$456,451
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Feb 21, 2025 Q4 2024 |
6,512
shares
|
$435,327
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
6,484
shares
|
$433,455
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Mkt Advisors LLC
Escondido, CA |
Apr 11, 2025 Q1 2025 |
6,402
shares
|
$427,973
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Western Wealth Management, LLC
|
Apr 15, 2025 Q4 2024 |
6,389
shares
|
$427,104
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
6,364
shares
|
$425,433
0.02% of portfolio
|
Q3 2024
Reduced 2.27%
|
|
|
Amg National Trust Bank
|
Feb 06, 2025 Q4 2024 |
6,340
shares
|
$423,828
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
6,329
shares
|
$423,093
0.01% of portfolio
|
Q4 2024
Added 4.51%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
6,210
shares
|
$415,138
0.0% of portfolio
|
Q4 2024
Reduced 15.65%
|
|
|
Lee Financial CO
Dallas, TX |
Jan 30, 2025 Q4 2024 |
6,188
shares
|
$413,667
0.05% of portfolio
|
Q1 2023
New holding
|
|
|
Rda Financial Network
|
Apr 14, 2025 Q1 2025 |
6,174
shares
|
$412,731
0.11% of portfolio
|
Q1 2025
Added 52.11%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Feb 07, 2025 Q4 2024 |
6,105
shares
|
$408,119
0.03% of portfolio
|
Q1 2024
Reduced 1.44%
|
|
|
Mc Adam, LLC
|
Jan 24, 2025 Q4 2024 |
6,036
shares
|
$403,506
0.02% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Access Investment Management LLC
Atlanta, GA |
Feb 04, 2025 Q4 2024 |
6,020
shares
|
$402,436
0.1% of portfolio
|
Q2 2024
Added 12.1%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Apr 21, 2025 Q1 2025 |
5,947
shares
|
$397,556
0.24% of portfolio
|
Q1 2025
New holding
|