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 |
|---|---|---|---|---|---|
|
Webster Bank, N. A.
|
Apr 04, 2025 Q1 2025 |
208
shares
|
$13,865
0.0% of portfolio
|
Q1 2025
Added 550.0%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Apr 16, 2025 Q1 2025 |
200
shares
|
$13,332
0.0% of portfolio
|
Q3 2023
Reduced 87.49%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
192
shares
|
$12,798
0.0% of portfolio
|
Q1 2025
Added 10.34%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
182
shares
|
$12,132
0.01% of portfolio
|
Q4 2024
Reduced 86.89%
|
|
|
Deane Retirement Strategies, Inc.
|
Apr 14, 2025 Q1 2025 |
164
shares
|
$10,932
0.0% of portfolio
|
Q1 2025
Added 53.27%
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
155
shares
|
$10,332
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Minot De Blois Advisors LLC
Boston, MA |
May 14, 2025 Q1 2025 |
150
shares
|
$9,999
0.01% of portfolio
|
Q1 2025
Reduced 47.92%
|
|
|
Pacifica Partners Inc.
|
Apr 08, 2025 Q1 2025 |
140
shares
|
$9,332
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
May 14, 2025 Q1 2025 |
130
shares
|
$8,665
0.01% of portfolio
|
Q1 2025
Reduced 99.59%
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
125
shares
|
$8,332
0.0% of portfolio
|
Q4 2024
Added 25.0%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
116
shares
|
$7,732
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
104
shares
|
$6,932
0.0% of portfolio
|
Q1 2024
Reduced 49.02%
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
101
shares
|
$6,732
0.0% of portfolio
|
Q4 2024
Reduced 25.74%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
100
shares
|
$6,666
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
100
shares
|
$6,666
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
90
shares
|
$5,999
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
First Financial Corp
|
Apr 10, 2025 Q1 2025 |
76
shares
|
$5,066
0.0% of portfolio
|
Q3 2024
Reduced 56.82%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
May 01, 2025 Q1 2025 |
70
shares
|
$4,666
0.0% of portfolio
|
Q1 2025
Reduced 6.67%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
May 01, 2025 Q1 2025 |
61
shares
|
$4,066
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
60
shares
|
$3,999
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
50
shares
|
$3,333
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
May 02, 2025 Q1 2025 |
50
shares
|
$3,333
0.0% of portfolio
|
Q2 2024
Reduced 42.53%
|
|
|
Ogorek Anthony Joseph
|
May 09, 2025 Q1 2025 |
49
shares
|
$3,266
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Apr 28, 2025 Q1 2025 |
44
shares
|
$2,933
0.0% of portfolio
|
Q1 2025
Added 1000.0%
|
|
|
Toth Financial Advisory Corp
|
Apr 14, 2025 Q1 2025 |
43
shares
|
$2,866
0.0% of portfolio
|
Q1 2025
New holding
|