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 |
|---|---|---|---|---|---|
|
Sei Investments CO
Oaks, PA |
May 14, 2025 Q1 2025 |
1,130,805
shares
|
$75.4 Million
0.09% of portfolio
|
Q1 2025
Added 9.95%
|
|
|
Cohen & Steers, Inc.
New York, NY |
May 15, 2025 Q1 2025 |
1,114,278
shares
|
$74.3 Million
0.13% of portfolio
|
Q1 2025
Reduced 12.76%
|
|
|
Mizuho Bank, Ltd.
Tokyo, M0 |
May 14, 2025 Q1 2025 |
1,100,000
shares
|
$73.3 Million
15.37% of portfolio
|
Q1 2025
New holding
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
1,096,041
shares
|
$73.1 Million
0.86% of portfolio
|
Q1 2025
Reduced 2.5%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
1,091,182
shares
|
$72.7 Million
0.02% of portfolio
|
Q1 2025
Added 20.06%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
May 09, 2025 Q1 2025 |
1,055,916
shares
|
$70.4 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
1,010,288
shares
|
$67.3 Million
0.09% of portfolio
|
Q1 2025
Added 8.89%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
996,596
shares
|
$66.4 Million
0.89% of portfolio
|
Q1 2025
Reduced 27.56%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
993,409
shares
|
$66.2 Million
0.13% of portfolio
|
Q1 2025
Added 18.74%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
959,007
shares
|
$63.9 Million
1.44% of portfolio
|
Q1 2025
Added 4.45%
|
|
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
May 13, 2025 Q1 2025 |
958,500
shares
|
$63.9 Million
0.35% of portfolio
|
Q1 2025
Added 65.52%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
933,461
shares
|
$62.2 Million
0.02% of portfolio
|
Q1 2025
Added 11.06%
|
|
|
Gradient Investments LLC
|
Apr 09, 2025 Q1 2025 |
906,303
shares
|
$60.4 Million
1.4% of portfolio
|
Q1 2025
Reduced 1.37%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
899,411
shares
|
$60 Million
0.35% of portfolio
|
Q1 2025
Added 184.97%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
895,436
shares
|
$59.7 Million
0.01% of portfolio
|
Q1 2025
Added 16.63%
|
|
|
American Investment Services, Inc.
|
May 13, 2025 Q1 2025 |
671,651
shares
|
$44.8 Million
7.59% of portfolio
|
Q1 2025
Reduced 8.17%
|
|
|
Van Eck Associates Corp
|
May 15, 2025 Q1 2025 |
671,036
shares
|
$44.7 Million
0.05% of portfolio
|
Q1 2025
Added 0.77%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
667,368
shares
|
$44.5 Million
0.41% of portfolio
|
Q1 2025
Added 19.31%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
May 02, 2025 Q1 2025 |
655,042
shares
|
$43.7 Million
3.42% of portfolio
|
Q1 2025
Added 86.22%
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
May 15, 2025 Q1 2025 |
644,091
shares
|
$42.9 Million
0.04% of portfolio
|
Q1 2025
Reduced 4.41%
|
|
|
Capital Planning Advisors, LLC
Sacramento, CA |
May 12, 2025 Q1 2025 |
638,983
shares
|
$42.6 Million
6.37% of portfolio
|
Q1 2025
Reduced 1.57%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
May 21, 2025 Q1 2025 |
570,860
shares
|
$38.1 Million
3.83% of portfolio
|
Q1 2025
Reduced 1.47%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
May 07, 2025 Q1 2025 |
544,662
shares
|
$36.3 Million
5.35% of portfolio
|
Q1 2025
Added 73.02%
|
|
|
Burt Wealth Advisors
|
Apr 22, 2025 Q1 2025 |
543,725
shares
|
$36.2 Million
8.36% of portfolio
|
Q1 2025
Reduced 1.0%
|
|
|
Tradewinds Capital Management, LLC
|
Apr 25, 2025 Q1 2025 |
507,402
shares
|
$33.8 Million
8.46% of portfolio
|
Q1 2025
Added 206160.98%
|