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 550 institutions that hold shares in the stock, with a total of 123 Million shares, which have been reported (via 13F filing form) to have a value of $7.02 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
3,914
shares
|
$221,297
0.02% of portfolio
|
Q4 2024
Reduced 43.23%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
3,492
shares
|
$197,437
0.01% of portfolio
|
Q4 2024
Added 2.89%
|
|
|
Exchange Traded Concepts, LLC
|
Jan 21, 2025 Q4 2024 |
3,048
shares
|
$172,333
0.0% of portfolio
|
Q4 2024
Reduced 2.46%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Feb 14, 2025 Q4 2024 |
2,938
shares
|
$166,114
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
2,872
shares
|
$162,382
0.11% of portfolio
|
Q4 2024
Added 97.12%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
2,835
shares
|
$160,290
0.0% of portfolio
|
Q4 2024
Added 5.08%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
2,636
shares
|
$149,039
0.0% of portfolio
|
Q4 2024
Added 8.93%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
2,575
shares
|
$145,590
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Washington Trust Advisors, Inc.
|
Feb 06, 2025 Q4 2024 |
2,444
shares
|
$138,183
0.01% of portfolio
|
Q4 2023
Reduced 57.05%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
2,428
shares
|
$137,279
0.0% of portfolio
|
Q4 2024
Added 468.62%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
Feb 26, 2025 Q4 2024 |
2,420
shares
|
$136,826
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jan 14, 2025 Q4 2024 |
2,368
shares
|
$133,886
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
Feb 12, 2025 Q4 2024 |
2,273
shares
|
$128,515
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Jan 13, 2025 Q4 2024 |
2,044
shares
|
$115,567
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
1,908
shares
|
$107,878
0.0% of portfolio
|
Q4 2024
Added 43.67%
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
1,898
shares
|
$107,312
0.01% of portfolio
|
Q3 2024
Added 134.9%
|
|
|
Bfsg, LLC
|
Jan 31, 2025 Q4 2024 |
1,877
shares
|
$106,125
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jan 29, 2025 Q4 2024 |
1,721
shares
|
$97,305
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Fwl Investment Management, LLC
|
Feb 14, 2025 Q4 2024 |
1,600
shares
|
$90,464
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
1,517
shares
|
$85,771
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hartford Financial Management Inc.
|
Jan 23, 2025 Q4 2024 |
1,459
shares
|
$82,491
0.02% of portfolio
|
Q4 2024
Reduced 2.41%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Feb 13, 2025 Q4 2024 |
1,429
shares
|
$80,795
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
1,350
shares
|
$76,329
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
1,256
shares
|
$71,014
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Caitlin John, LLC
Brighton, MI |
Jan 27, 2025 Q4 2024 |
1,195
shares
|
$67,565
0.04% of portfolio
|
Q1 2024
Reduced 29.29%
|