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 |
|---|---|---|---|---|---|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Apr 22, 2025 Q1 2025 |
3,697
shares
|
$247,144
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
3,492
shares
|
$233,440
0.01% of portfolio
|
Q4 2024
Added 2.89%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Feb 14, 2025 Q4 2024 |
2,938
shares
|
$196,405
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
2,872
shares
|
$191,993
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
|
$189,519
0.0% of portfolio
|
Q4 2024
Added 5.08%
|
|
|
Exchange Traded Concepts, LLC
|
Apr 17, 2025 Q1 2025 |
2,760
shares
|
$184,505
0.0% of portfolio
|
Q1 2025
Reduced 9.45%
|
|
|
Birch Capital Management, LLC
|
Apr 16, 2025 Q1 2025 |
2,740
shares
|
$183,168
0.09% of portfolio
|
Q1 2025
Reduced 54.42%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
2,636
shares
|
$176,216
0.0% of portfolio
|
Q4 2024
Added 8.93%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
2,575
shares
|
$172,138
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Washington Trust Advisors, Inc.
|
Feb 06, 2025 Q4 2024 |
2,444
shares
|
$163,381
0.01% of portfolio
|
Q4 2023
Reduced 57.05%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
2,428
shares
|
$162,311
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
|
$161,777
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
2,368
shares
|
$158,300
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
Feb 12, 2025 Q4 2024 |
2,273
shares
|
$151,950
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Jan 13, 2025 Q4 2024 |
2,044
shares
|
$136,641
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
1,908
shares
|
$127,549
0.0% of portfolio
|
Q4 2024
Added 43.67%
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
1,898
shares
|
$126,881
0.01% of portfolio
|
Q3 2024
Added 134.9%
|
|
|
Bfsg, LLC
|
Apr 17, 2025 Q1 2025 |
1,877
shares
|
$125,477
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jan 29, 2025 Q4 2024 |
1,721
shares
|
$115,048
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Fwl Investment Management, LLC
|
Feb 14, 2025 Q4 2024 |
1,600
shares
|
$106,959
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
1,517
shares
|
$101,411
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
1,429
shares
|
$95,528
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
1,350
shares
|
$90,247
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
1,332
shares
|
$89,044
0.0% of portfolio
|
Q1 2025
Added 18928.57%
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
1,256
shares
|
$83,963
0.0% of portfolio
|
Q3 2024
New holding
|