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 |
|---|---|---|---|---|---|
|
Caitlin John, LLC
Brighton, MI |
Jan 27, 2025 Q4 2024 |
1,195
shares
|
$79,885
0.04% of portfolio
|
Q1 2024
Reduced 29.29%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Feb 07, 2025 Q4 2024 |
1,178
shares
|
$78,749
0.0% of portfolio
|
Q4 2024
Added 7.38%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Feb 14, 2025 Q4 2024 |
1,152
shares
|
$77,011
0.01% of portfolio
|
Q4 2024
Reduced 32.04%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
1,068
shares
|
$71,395
0.06% of portfolio
|
Q3 2022
New holding
|
|
|
Van Hulzen Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
1,067
shares
|
$71,328
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Barrett & Company, Inc.
Providence, RI |
Apr 21, 2025 Q1 2025 |
1,020
shares
|
$68,187
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
908
shares
|
$60,699
0.0% of portfolio
|
Q1 2025
Added 1.23%
|
|
|
First Community Trust Na
|
Apr 08, 2025 Q1 2025 |
871
shares
|
$58,226
0.05% of portfolio
|
Q1 2025
Added 4.31%
|
|
|
Northwest Capital Management Inc
|
Feb 04, 2025 Q4 2024 |
850
shares
|
$56,822
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
837
shares
|
$55,953
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
825
shares
|
$55,151
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Apr 21, 2025 Q1 2025 |
810
shares
|
$54,148
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
804
shares
|
$53,747
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
Feb 13, 2025 Q4 2024 |
800
shares
|
$53,479
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
735
shares
|
$49,134
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Studio Investment Management LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
700
shares
|
$46,794
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
662
shares
|
$44,254
0.0% of portfolio
|
Q2 2023
Reduced 6.76%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
655
shares
|
$43,786
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Trust CO Of Vermont
|
Jan 15, 2025 Q4 2024 |
628
shares
|
$41,981
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Iag Wealth Partners, LLC
|
Apr 16, 2025 Q1 2025 |
617
shares
|
$41,246
0.01% of portfolio
|
Q1 2025
Added 45.18%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
532
shares
|
$35,564
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
511
shares
|
$34,160
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
472
shares
|
$31,553
0.01% of portfolio
|
Q1 2025
Added 102.58%
|
|
|
Plante Moran Financial Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
449
shares
|
$30,015
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Financial Management Professionals, Inc.
|
Apr 10, 2025 Q1 2025 |
420
shares
|
$28,076
0.0% of portfolio
|
Q2 2024
Added 1.2%
|