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 554 institutions that hold shares in the stock, with a total of 123 Million shares, which have been reported (via 13F filing form) to have a value of $7.42 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
473,100
shares
|
$28.5 Million
0.07% of portfolio
|
Q4 2024
Reduced 2.35%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
459,829
shares
|
$27.7 Million
0.06% of portfolio
|
Q4 2024
Added 10.34%
|
|
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
Feb 10, 2025 Q4 2024 |
454,659
shares
|
$27.4 Million
0.7% of portfolio
|
Q4 2024
Added 0.49%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Jan 13, 2025 Q4 2024 |
432,786
shares
|
$26 Million
4.3% of portfolio
|
Q4 2024
Added 1.76%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
430,206
shares
|
$25.9 Million
0.27% of portfolio
|
Q2 2023
Reduced 7.0%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
393,194
shares
|
$23.7 Million
0.07% of portfolio
|
Q4 2024
Reduced 24.65%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
378,786
shares
|
$22.8 Million
0.05% of portfolio
|
Q4 2024
Added 11.82%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jan 07, 2025 Q4 2024 |
369,359
shares
|
$22.2 Million
1.8% of portfolio
|
Q4 2024
Added 6.05%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Feb 03, 2025 Q4 2024 |
351,765
shares
|
$21.2 Million
1.44% of portfolio
|
Q4 2024
Added 7.04%
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Jan 23, 2025 Q4 2024 |
343,392
shares
|
$20.7 Million
4.91% of portfolio
|
Q4 2024
Added 15.35%
|
|
|
Brandywine Oak Private Wealth LLC
|
Jan 27, 2025 Q4 2024 |
334,178
shares
|
$20.1 Million
1.7% of portfolio
|
Q4 2024
Reduced 5.14%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
315,620
shares
|
$19 Million
0.09% of portfolio
|
Q4 2024
Added 4.62%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Feb 12, 2025 Q4 2024 |
314,793
shares
|
$18.9 Million
2.17% of portfolio
|
Q4 2024
Reduced 7.33%
|
|
|
January Capital Advisors LLC
|
Aug 05, 2022 Q2 2022 |
311,912
shares
|
$18.8 Million
9.94% of portfolio
|
Q2 2022
Reduced 0.01%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
304,131
shares
|
$18.3 Million
0.02% of portfolio
|
Q4 2024
Added 41.35%
|
|
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
Feb 14, 2025 Q4 2024 |
302,199
shares
|
$18.2 Million
0.57% of portfolio
|
Q4 2024
Reduced 1.4%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
299,160
shares
|
$18 Million
0.01% of portfolio
|
Q3 2024
Reduced 54.96%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
299,009
shares
|
$18 Million
3.16% of portfolio
|
Q1 2024
Reduced 15.56%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
288,771
shares
|
$17.4 Million
0.01% of portfolio
|
Q4 2024
Added 26.93%
|
|
|
Nav Point Financial, Inc.
Prior Lake, MN |
Jan 24, 2025 Q4 2024 |
283,289
shares
|
$17 Million
11.65% of portfolio
|
Q4 2024
Reduced 5.11%
|
|
|
Miracle Mile Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
280,792
shares
|
$16.9 Million
0.31% of portfolio
|
Q4 2024
Reduced 6.47%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Feb 05, 2025 Q4 2024 |
263,998
shares
|
$15.9 Million
0.42% of portfolio
|
Q4 2024
New holding
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Feb 07, 2025 Q4 2024 |
258,313
shares
|
$15.5 Million
2.87% of portfolio
|
Q4 2024
Added 3.87%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Feb 14, 2025 Q4 2024 |
255,382
shares
|
$15.4 Million
0.01% of portfolio
|
Q4 2024
Added 2.15%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Mar 17, 2025 Q4 2024 |
245,150
shares
|
$14.8 Million
0.03% of portfolio
|
Q4 2024
Reduced 3.14%
|