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 |
|---|---|---|---|---|---|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
662
shares
|
$44,128
0.0% of portfolio
|
Q2 2023
Reduced 6.76%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
655
shares
|
$43,662
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Trust CO Of Vermont
|
Apr 24, 2025 Q1 2025 |
628
shares
|
$41,862
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Iag Wealth Partners, LLC
|
Apr 16, 2025 Q1 2025 |
617
shares
|
$41,129
0.01% of portfolio
|
Q1 2025
Added 45.18%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
532
shares
|
$35,463
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
511
shares
|
$34,063
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
May 15, 2025 Q1 2025 |
500
shares
|
$33,330
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Asset Planning,Inc
Cypress, CA |
May 08, 2025 Q1 2025 |
474
shares
|
$31,596
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
473
shares
|
$31,530
0.0% of portfolio
|
Q1 2025
Added 476.83%
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
472
shares
|
$31,463
0.01% of portfolio
|
Q1 2025
Added 102.58%
|
|
|
Plante Moran Financial Advisors, LLC
|
May 08, 2025 Q1 2025 |
449
shares
|
$29,930
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Financial Management Professionals, Inc.
|
Apr 10, 2025 Q1 2025 |
420
shares
|
$27,997
0.0% of portfolio
|
Q2 2024
Added 1.2%
|
|
|
Banque Transatlantique Sa
Paris, I0 |
May 15, 2025 Q1 2025 |
415
shares
|
$27,663
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
366
shares
|
$24,397
0.0% of portfolio
|
Q4 2024
Added 0.55%
|
|
|
Costello Asset Management, Inc
|
May 09, 2025 Q1 2025 |
304
shares
|
$20,264
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
303
shares
|
$20,197
0.0% of portfolio
|
Q1 2024
Added 17.44%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
300
shares
|
$19,998
0.01% of portfolio
|
Q1 2024
Reduced 42.86%
|
|
|
Td Capital Management LLC
Memphis, TN |
May 14, 2025 Q1 2025 |
271
shares
|
$18,064
0.0% of portfolio
|
Q1 2025
Added 75.97%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Apr 10, 2025 Q1 2025 |
269
shares
|
$17,931
0.0% of portfolio
|
Q1 2025
Added 59.17%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
236
shares
|
$15,731
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
228
shares
|
$15,198
0.0% of portfolio
|
Q4 2024
Added 45.22%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
227
shares
|
$15,131
0.02% of portfolio
|
Q1 2025
Added 187.34%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
May 14, 2025 Q1 2025 |
227
shares
|
$15,131
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 18, 2025 Q1 2025 |
217
shares
|
$14,465
0.0% of portfolio
|
Q3 2022
Added 9.05%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
214
shares
|
$14,265
0.01% of portfolio
|
Q1 2025
Reduced 7.76%
|