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 |
|---|---|---|---|---|---|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
501,477
shares
|
$33.4 Million
0.34% of portfolio
|
Q1 2025
Added 1.61%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
493,386
shares
|
$32.9 Million
0.04% of portfolio
|
Q3 2024
Added 21.15%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
492,759
shares
|
$32.8 Million
0.07% of portfolio
|
Q4 2024
Reduced 10.55%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
480,544
shares
|
$32 Million
0.08% of portfolio
|
Q1 2025
Added 1.57%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
476,160
shares
|
$31.7 Million
0.04% of portfolio
|
Q1 2025
Added 56.56%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
471,730
shares
|
$31.4 Million
0.06% of portfolio
|
Q1 2025
Reduced 0.45%
|
|
|
Confluence Investment Management LLC
|
Apr 01, 2025 Q1 2025 |
470,195
shares
|
$31.3 Million
0.43% of portfolio
|
Q1 2025
Reduced 25.12%
|
|
|
Sns Financial Group, LLC
|
May 05, 2025 Q1 2025 |
464,849
shares
|
$31 Million
2.94% of portfolio
|
Q1 2025
Reduced 6.26%
|
|
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
May 08, 2025 Q1 2025 |
459,326
shares
|
$30.6 Million
0.86% of portfolio
|
Q1 2025
Added 1.03%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
454,934
shares
|
$30.3 Million
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Apr 14, 2025 Q1 2025 |
440,374
shares
|
$29.4 Million
5.11% of portfolio
|
Q1 2025
Added 1.75%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
430,206
shares
|
$28.7 Million
0.27% of portfolio
|
Q2 2023
Reduced 7.0%
|
|
|
Bangor Savings Bank
Bangor, ME |
Apr 14, 2025 Q1 2025 |
415,196
shares
|
$27.7 Million
2.4% of portfolio
|
Q1 2025
Added 12.41%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
406,876
shares
|
$27.1 Million
0.08% of portfolio
|
Q1 2025
Added 3.48%
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
May 09, 2025 Q1 2025 |
371,367
shares
|
$24.8 Million
9.01% of portfolio
|
Q1 2025
Added 8.15%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
351,451
shares
|
$23.4 Million
0.73% of portfolio
|
Q1 2025
Added 33.13%
|
|
|
Quadrature Capital LTD
London, X0 |
May 13, 2025 Q1 2025 |
346,297
shares
|
$23.1 Million
0.48% of portfolio
|
Q1 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
343,371
shares
|
$22.9 Million
0.02% of portfolio
|
Q1 2025
Added 18.91%
|
|
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
May 15, 2025 Q1 2025 |
331,508
shares
|
$22.1 Million
1.32% of portfolio
|
Q1 2025
Added 9.7%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
326,405
shares
|
$21.8 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
January Capital Advisors LLC
|
Aug 05, 2022 Q2 2022 |
311,912
shares
|
$20.8 Million
9.94% of portfolio
|
Q2 2022
Reduced 0.01%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
307,081
shares
|
$20.5 Million
0.05% of portfolio
|
Q1 2025
Reduced 18.93%
|
|
|
Mcmorgan & CO LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
304,593
shares
|
$20.3 Million
3.19% of portfolio
|
Q1 2025
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
299,160
shares
|
$19.9 Million
0.01% of portfolio
|
Q3 2024
Reduced 54.96%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
299,009
shares
|
$19.9 Million
3.16% of portfolio
|
Q1 2024
Reduced 15.56%
|