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 |
|---|---|---|---|---|---|
|
Appleton Partners Inc
|
Apr 22, 2025 Q1 2025 |
5,628
shares
|
$375,162
0.03% of portfolio
|
Q1 2025
Added 0.79%
|
|
|
Beacon Financial Advisory LLC
|
Apr 24, 2025 Q1 2025 |
5,572
shares
|
$371,429
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Washington Trust CO
|
Apr 25, 2025 Q1 2025 |
5,554
shares
|
$370,229
0.01% of portfolio
|
Q1 2025
Reduced 49.38%
|
|
|
Shore Haven Wealth Partners, LLC
|
May 06, 2025 Q1 2025 |
5,450
shares
|
$363,297
0.18% of portfolio
|
Q4 2024
Reduced 2.71%
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Apr 14, 2025 Q1 2025 |
5,442
shares
|
$362,763
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
|
$356,497
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
5,283
shares
|
$352,164
0.01% of portfolio
|
Q1 2025
Reduced 36.07%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
5,250
shares
|
$349,965
0.01% of portfolio
|
Q1 2025
Reduced 32.42%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
May 06, 2025 Q1 2025 |
5,236
shares
|
$349,031
0.25% of portfolio
|
Q1 2025
New holding
|
|
|
Hbw Advisory Services LLC
|
Apr 09, 2025 Q1 2025 |
5,225
shares
|
$348,298
0.05% of portfolio
|
Q1 2025
Reduced 21.17%
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
5,183
shares
|
$345,498
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
5,128
shares
|
$341,832
0.0% of portfolio
|
Q1 2025
Added 1.81%
|
|
|
Kaizen Financial Strategies
|
Apr 08, 2025 Q1 2025 |
5,073
shares
|
$338,166
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
5,062
shares
|
$337,432
0.02% of portfolio
|
Q1 2025
Added 2.53%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
5,042
shares
|
$336,099
0.0% of portfolio
|
Q1 2025
Added 107.66%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Apr 30, 2025 Q1 2025 |
5,028
shares
|
$335,166
0.12% of portfolio
|
Q1 2025
Added 0.64%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Apr 17, 2025 Q1 2025 |
4,949
shares
|
$329,900
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
4,888
shares
|
$325,834
0.02% of portfolio
|
Q1 2025
Added 12.65%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
4,875
shares
|
$324,967
0.0% of portfolio
|
Q3 2022
Reduced 9.3%
|
|
|
Lex Aurum Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
4,777
shares
|
$318,434
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
4,704
shares
|
$313,568
0.01% of portfolio
|
Q4 2024
Reduced 36.75%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
4,624
shares
|
$308,235
0.04% of portfolio
|
Q1 2025
Added 1.63%
|
|
|
First Heartland Consultants, Inc.
|
May 07, 2025 Q1 2025 |
4,533
shares
|
$302,169
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Al Ti Global, Inc.
New York, NY |
May 15, 2025 Q1 2025 |
4,518
shares
|
$301,169
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Scharf Investments, LLC
|
Apr 22, 2025 Q1 2025 |
4,500
shares
|
$299,970
0.01% of portfolio
|
Q1 2025
New holding
|