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 |
|---|---|---|---|---|---|
|
Swmg, LLC
Fort Worth, TX |
Apr 28, 2025 Q1 2025 |
8,378
shares
|
$558,477
0.21% of portfolio
|
Q1 2025
Reduced 53.28%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Apr 22, 2025 Q1 2025 |
8,275
shares
|
$551,611
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Weil Company, Inc.
|
Apr 30, 2025 Q1 2025 |
8,261
shares
|
$550,678
0.17% of portfolio
|
Q1 2025
Reduced 25.27%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Apr 24, 2025 Q1 2025 |
8,214
shares
|
$547,545
0.22% of portfolio
|
Q1 2025
Reduced 29.76%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
8,188
shares
|
$545,812
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Jun 10, 2025 Q1 2025 |
8,130
shares
|
$541,945
0.26% of portfolio
|
Q1 2025
Added 19.07%
|
|
|
Clear Creek Financial Management, LLC
|
Apr 25, 2025 Q1 2025 |
8,098
shares
|
$539,812
0.06% of portfolio
|
Q1 2025
Added 86.59%
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
7,948
shares
|
$529,813
0.25% of portfolio
|
Q1 2025
Reduced 3.68%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Apr 14, 2025 Q1 2025 |
7,905
shares
|
$526,947
0.07% of portfolio
|
Q1 2025
Reduced 5.28%
|
|
|
Firethorn Wealth Partners, LLC
|
Apr 10, 2025 Q1 2025 |
7,863
shares
|
$524,147
0.24% of portfolio
|
Q1 2025
Added 84.02%
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Apr 22, 2025 Q1 2025 |
7,793
shares
|
$519,481
0.24% of portfolio
|
Q2 2024
Added 18.71%
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
7,745
shares
|
$516,281
0.01% of portfolio
|
Q1 2025
Reduced 0.31%
|
|
|
Oceanside Advisors LLC
Mount Pleasant, SC |
Apr 25, 2025 Q1 2025 |
7,665
shares
|
$510,948
0.34% of portfolio
|
Q1 2025
Reduced 2.37%
|
|
|
Hamilton Capital, LLC
Columbus, OH |
May 15, 2025 Q1 2025 |
7,631
shares
|
$508,682
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
May 27, 2025 Q1 2025 |
7,596
shares
|
$506,349
0.01% of portfolio
|
Q4 2024
Added 29.82%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
7,549
shares
|
$503,216
0.02% of portfolio
|
Q4 2023
Reduced 10.4%
|
|
|
Horan Securities, Inc.
|
May 12, 2025 Q1 2025 |
7,514
shares
|
$500,883
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
May 15, 2025 Q1 2025 |
7,511
shares
|
$500,683
0.34% of portfolio
|
Q1 2025
Added 14.65%
|
|
|
Roman Butler Fullerton & CO
|
Apr 18, 2025 Q1 2025 |
7,506
shares
|
$500,349
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Apr 29, 2025 Q1 2025 |
7,443
shares
|
$496,150
0.32% of portfolio
|
Q1 2025
Added 79.61%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
May 02, 2025 Q1 2025 |
7,300
shares
|
$486,618
0.04% of portfolio
|
Q1 2025
Reduced 21.51%
|
|
|
Intrua Financial, LLC
Houston, TX |
May 28, 2025 Q1 2025 |
7,202
shares
|
$480,085
0.07% of portfolio
|
Q2 2024
Reduced 1.8%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
7,157
shares
|
$477,085
0.01% of portfolio
|
Q1 2025
Reduced 58.09%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
7,101
shares
|
$473,352
0.05% of portfolio
|
Q3 2023
Reduced 0.85%
|
|
|
Belpointe Asset Management LLC
|
May 20, 2025 Q1 2025 |
7,090
shares
|
$472,619
0.03% of portfolio
|
Q1 2025
Added 11.41%
|