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 579 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 $8.31 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Global View Capital Management LLC
Waukesha, WI |
Feb 07, 2025 Q4 2024 |
5,705
shares
|
$381,379
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Heritage Investors Management Corp
|
Feb 04, 2025 Q4 2024 |
5,685
shares
|
$380,042
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Wealth Management Solutions, LLC
|
Oct 25, 2023 Q3 2023 |
5,633
shares
|
$376,566
0.14% of portfolio
|
Q3 2023
Reduced 30.55%
|
|
|
Appleton Partners Inc
|
Apr 22, 2025 Q1 2025 |
5,628
shares
|
$376,231
0.03% of portfolio
|
Q1 2025
Added 0.79%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
5,579
shares
|
$372,956
0.02% of portfolio
|
Q4 2024
Reduced 62.79%
|
|
|
Avidian Wealth Solutions, LLC
|
Jan 29, 2025 Q4 2024 |
5,502
shares
|
$367,808
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Feb 13, 2025 Q4 2024 |
5,461
shares
|
$365,067
0.03% of portfolio
|
Q3 2024
Reduced 8.39%
|
|
|
Shore Haven Wealth Partners, LLC
|
Jan 29, 2025 Q4 2024 |
5,450
shares
|
$364,332
0.14% of portfolio
|
Q4 2024
Reduced 2.71%
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Apr 14, 2025 Q1 2025 |
5,442
shares
|
$363,797
0.32% of portfolio
|
Q1 2025
Reduced 6.53%
|
|
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
Apr 17, 2025 Q1 2025 |
5,348
shares
|
$357,513
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Hbw Advisory Services LLC
|
Apr 09, 2025 Q1 2025 |
5,225
shares
|
$349,291
0.05% of portfolio
|
Q1 2025
Reduced 21.17%
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
5,183
shares
|
$346,483
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Kaizen Financial Strategies
|
Apr 08, 2025 Q1 2025 |
5,073
shares
|
$339,130
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
5,037
shares
|
$336,723
0.0% of portfolio
|
Q4 2024
Reduced 5.14%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Jan 29, 2025 Q4 2024 |
4,996
shares
|
$333,982
0.1% of portfolio
|
Q4 2024
Reduced 94.5%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Apr 17, 2025 Q1 2025 |
4,949
shares
|
$330,840
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
N.E.W. Advisory Services LLC
|
Jan 23, 2025 Q4 2024 |
4,937
shares
|
$330,038
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
4,875
shares
|
$325,893
0.0% of portfolio
|
Q3 2022
Reduced 9.3%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Jan 22, 2025 Q4 2024 |
4,836
shares
|
$323,286
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Entruity Wealth, LLC
Bakersfield, CA |
Feb 13, 2025 Q4 2024 |
4,830
shares
|
$322,885
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Lex Aurum Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
4,777
shares
|
$319,342
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
4,704
shares
|
$314,462
0.01% of portfolio
|
Q4 2024
Reduced 36.75%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
4,624
shares
|
$309,114
0.04% of portfolio
|
Q1 2025
Added 1.63%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
4,614
shares
|
$308,445
0.0% of portfolio
|
Q4 2024
Added 8.69%
|
|
|
Al Ti Global, Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
4,518
shares
|
$302,028
0.01% of portfolio
|
Q2 2024
New holding
|