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 |
|---|---|---|---|---|---|
|
West End Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
4,502
shares
|
$300,958
0.01% of portfolio
|
Q4 2024
Reduced 4.56%
|
|
|
Victory Capital Management Inc
|
Feb 06, 2025 Q4 2024 |
4,502
shares
|
$300,958
0.0% of portfolio
|
Q4 2024
Reduced 4.56%
|
|
|
Selective Wealth Management, Inc.
|
Apr 14, 2025 Q1 2025 |
4,485
shares
|
$299,822
0.11% of portfolio
|
Q1 2025
Added 2.68%
|
|
|
Regimen Wealth, LLC
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
4,485
shares
|
$299,822
0.08% of portfolio
|
Q4 2024
Reduced 53.4%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
4,472
shares
|
$298,953
0.01% of portfolio
|
Q4 2024
Added 1.47%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Feb 10, 2025 Q4 2024 |
4,434
shares
|
$296,412
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Feb 14, 2025 Q4 2024 |
4,403
shares
|
$294,340
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Apr 10, 2025 Q1 2025 |
4,361
shares
|
$291,532
0.03% of portfolio
|
Q1 2025
Reduced 18.55%
|
|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
4,340
shares
|
$290,129
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Centaurus Financial, Inc.
|
Mar 12, 2025 Q4 2024 |
4,339
shares
|
$290,062
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
Apr 22, 2025 Q1 2025 |
4,279
shares
|
$286,051
0.21% of portfolio
|
Q1 2025
Reduced 6.55%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
4,273
shares
|
$285,650
0.01% of portfolio
|
Q4 2024
Reduced 67.54%
|
|
|
Bka Wealth Consulting, Inc.
|
Jan 13, 2025 Q4 2024 |
4,237
shares
|
$283,243
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Community Bank, N.A.
|
Apr 21, 2025 Q1 2025 |
4,235
shares
|
$283,109
0.04% of portfolio
|
Q1 2025
Reduced 3.24%
|
|
|
First National Trust CO
|
Feb 10, 2025 Q4 2024 |
4,188
shares
|
$279,967
0.01% of portfolio
|
Q4 2024
Reduced 1.23%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Jan 24, 2025 Q4 2024 |
4,144
shares
|
$277,026
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Noesis Capital Mangement Corp
|
Feb 05, 2025 Q4 2024 |
4,044
shares
|
$270,341
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Feb 14, 2025 Q4 2024 |
3,987
shares
|
$266,530
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
3,985
shares
|
$266,397
0.04% of portfolio
|
Q3 2023
Added 407.64%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Feb 11, 2025 Q4 2024 |
3,950
shares
|
$264,057
0.01% of portfolio
|
Q4 2024
Reduced 48.87%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
3,920
shares
|
$262,051
0.0% of portfolio
|
Q4 2024
Reduced 1.93%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Feb 14, 2025 Q4 2024 |
3,918
shares
|
$261,918
0.03% of portfolio
|
Q4 2024
Reduced 0.99%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
3,914
shares
|
$261,650
0.02% of portfolio
|
Q4 2024
Reduced 43.23%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
3,873
shares
|
$258,910
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Paragon Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
3,738
shares
|
$249,885
0.1% of portfolio
|
Q1 2025
New holding
|