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 |
|---|---|---|---|---|---|
|
Bristlecone Advisors, LLC
|
May 12, 2025 Q1 2025 |
3,740
shares
|
$249,308
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Paragon Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
3,738
shares
|
$249,175
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Apr 22, 2025 Q1 2025 |
3,697
shares
|
$246,442
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
May 14, 2025 Q1 2025 |
3,665
shares
|
$244,308
0.02% of portfolio
|
Q1 2025
Reduced 24.21%
|
|
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
Apr 28, 2025 Q1 2025 |
3,659
shares
|
$243,908
0.23% of portfolio
|
Q1 2025
New holding
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
May 02, 2025 Q1 2025 |
3,630
shares
|
$241,975
0.22% of portfolio
|
Q1 2025
New holding
|
|
|
Barnett & Company, Inc.
|
May 12, 2025 Q1 2025 |
3,571
shares
|
$238,042
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
May 05, 2025 Q1 2025 |
3,514
shares
|
$234,243
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Tranquility Partners, LLC
|
Apr 24, 2025 Q1 2025 |
3,383
shares
|
$225,510
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
May 12, 2025 Q1 2025 |
3,373
shares
|
$224,844
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
3,371
shares
|
$224,710
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Fulton Breakefield Broenniman LLC
|
May 01, 2025 Q1 2025 |
3,285
shares
|
$218,978
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Apr 29, 2025 Q1 2025 |
3,281
shares
|
$218,711
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
3,237
shares
|
$215,778
0.01% of portfolio
|
Q1 2025
Added 25.71%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
2,879
shares
|
$191,914
0.0% of portfolio
|
Q1 2025
Added 1.55%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
2,872
shares
|
$191,447
0.11% of portfolio
|
Q4 2024
Added 97.12%
|
|
|
Exchange Traded Concepts, LLC
|
Apr 17, 2025 Q1 2025 |
2,760
shares
|
$183,981
0.0% of portfolio
|
Q1 2025
Reduced 9.45%
|
|
|
Birch Capital Management, LLC
|
Apr 16, 2025 Q1 2025 |
2,740
shares
|
$182,648
0.09% of portfolio
|
Q1 2025
Reduced 54.42%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
2,648
shares
|
$176,515
0.0% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
2,368
shares
|
$157,850
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
2,120
shares
|
$141,319
0.0% of portfolio
|
Q1 2025
Added 11.11%
|
|
|
Washington Trust Advisors, Inc.
|
Apr 25, 2025 Q1 2025 |
2,109
shares
|
$140,585
0.01% of portfolio
|
Q1 2025
Reduced 13.71%
|
|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
1,913
shares
|
$127,520
0.03% of portfolio
|
Q1 2025
Reduced 6.41%
|
|
|
Bfsg, LLC
|
Apr 17, 2025 Q1 2025 |
1,877
shares
|
$125,120
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
May 08, 2025 Q1 2025 |
1,852
shares
|
$123,454
0.35% of portfolio
|
Q1 2025
Added 5347.06%
|