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 |
|---|---|---|---|---|---|
|
Selective Wealth Management, Inc.
|
Apr 14, 2025 Q1 2025 |
4,485
shares
|
$298,970
0.11% of portfolio
|
Q1 2025
Added 2.68%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
May 13, 2025 Q1 2025 |
4,434
shares
|
$295,570
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
4,433
shares
|
$295,503
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Apr 10, 2025 Q1 2025 |
4,361
shares
|
$290,704
0.03% of portfolio
|
Q1 2025
Reduced 18.55%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
May 16, 2025 Q1 2025 |
4,312
shares
|
$287,437
0.08% of portfolio
|
Q1 2025
Added 112.41%
|
|
|
Regimen Wealth, LLC
Atlanta, GA |
May 14, 2025 Q1 2025 |
4,304
shares
|
$286,904
0.09% of portfolio
|
Q1 2025
Reduced 4.04%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
4,294
shares
|
$286,238
0.23% of portfolio
|
Q1 2025
Added 88.91%
|
|
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
Apr 22, 2025 Q1 2025 |
4,279
shares
|
$285,238
0.21% of portfolio
|
Q1 2025
Reduced 6.55%
|
|
|
First National Trust CO
|
May 08, 2025 Q1 2025 |
4,277
shares
|
$285,104
0.01% of portfolio
|
Q1 2025
Added 2.13%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
4,273
shares
|
$284,838
0.01% of portfolio
|
Q4 2024
Reduced 67.54%
|
|
|
Bka Wealth Consulting, Inc.
|
May 02, 2025 Q1 2025 |
4,245
shares
|
$282,971
0.29% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Community Bank, N.A.
|
Apr 21, 2025 Q1 2025 |
4,235
shares
|
$282,305
0.04% of portfolio
|
Q1 2025
Reduced 3.24%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Apr 30, 2025 Q1 2025 |
4,212
shares
|
$280,771
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
May 06, 2025 Q1 2025 |
4,100
shares
|
$273,306
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
May 01, 2025 Q1 2025 |
4,091
shares
|
$272,706
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Noesis Capital Mangement Corp
|
May 06, 2025 Q1 2025 |
4,044
shares
|
$269,573
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Valeo Financial Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
4,034
shares
|
$268,906
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
May 15, 2025 Q1 2025 |
3,987
shares
|
$265,773
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Entruity Wealth, LLC
Bakersfield, CA |
May 08, 2025 Q1 2025 |
3,987
shares
|
$265,773
0.23% of portfolio
|
Q1 2025
Reduced 17.45%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
3,985
shares
|
$265,640
0.05% of portfolio
|
Q3 2023
Added 407.64%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
3,957
shares
|
$263,773
0.03% of portfolio
|
Q1 2025
Added 1.1%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
3,938
shares
|
$262,507
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
May 07, 2025 Q1 2025 |
3,900
shares
|
$259,974
0.13% of portfolio
|
Q1 2025
Added 387.5%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
3,873
shares
|
$258,174
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 30, 2025 Q1 2025 |
3,804
shares
|
$253,574
0.01% of portfolio
|
Q4 2024
Added 3.84%
|