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 |
|---|---|---|---|---|---|
|
Brandywine Oak Private Wealth LLC
|
May 07, 2025 Q1 2025 |
286,072
shares
|
$19.1 Million
1.74% of portfolio
|
Q1 2025
Reduced 14.4%
|
|
|
Nav Point Financial, Inc.
Prior Lake, MN |
Apr 14, 2025 Q1 2025 |
278,224
shares
|
$18.5 Million
12.11% of portfolio
|
Q1 2025
Reduced 1.79%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
May 14, 2025 Q1 2025 |
273,722
shares
|
$18.2 Million
3.75% of portfolio
|
Q1 2025
Added 348.02%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Apr 30, 2025 Q1 2025 |
262,032
shares
|
$17.5 Million
3.48% of portfolio
|
Q1 2025
Added 1.44%
|
|
|
Miracle Mile Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
261,472
shares
|
$17.4 Million
0.34% of portfolio
|
Q1 2025
Reduced 6.88%
|
|
|
Keudell
|
Apr 22, 2025 Q1 2025 |
258,252
shares
|
$17.2 Million
3.85% of portfolio
|
Q1 2025
Added 7.63%
|
|
|
Gould Asset Management LLC
Claremont, CA |
May 01, 2025 Q1 2025 |
251,635
shares
|
$16.8 Million
3.23% of portfolio
|
Q1 2025
Added 16.54%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
249,390
shares
|
$16.6 Million
0.39% of portfolio
|
Q1 2025
Added 38.55%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Apr 29, 2025 Q1 2025 |
242,895
shares
|
$16.2 Million
0.27% of portfolio
|
Q1 2025
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
240,661
shares
|
$16 Million
0.03% of portfolio
|
Q1 2025
Added 49.89%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
May 09, 2025 Q1 2025 |
240,382
shares
|
$16 Million
0.01% of portfolio
|
Q2 2024
Added 4.0%
|
|
|
Warren Street Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
238,301
shares
|
$15.9 Million
5.87% of portfolio
|
Q1 2025
Added 1.86%
|
|
|
Coco Enterprises, LLC
Whitefish, MT |
May 14, 2025 Q1 2025 |
235,622
shares
|
$15.7 Million
9.74% of portfolio
|
Q1 2025
Reduced 0.94%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
225,533
shares
|
$15 Million
0.0% of portfolio
|
Q1 2025
Added 454.91%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
223,819
shares
|
$14.9 Million
0.03% of portfolio
|
Q1 2025
Reduced 8.7%
|
|
|
Peak Financial Advisors LLC
|
Apr 10, 2025 Q1 2025 |
223,773
shares
|
$14.9 Million
8.84% of portfolio
|
Q1 2025
Reduced 0.89%
|
|
|
Timber Creek Capital Management LLC
|
Apr 29, 2025 Q1 2025 |
221,363
shares
|
$14.8 Million
3.91% of portfolio
|
Q1 2025
Reduced 0.88%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 14, 2025 Q1 2025 |
210,200
shares
|
$14 Million
0.02% of portfolio
|
Q1 2025
Added 68.56%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
202,625
shares
|
$13.5 Million
0.58% of portfolio
|
Q1 2025
Added 9.15%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
187,747
shares
|
$12.5 Million
0.13% of portfolio
|
Q1 2025
Added 6.61%
|
|
|
Medici Capital LLC
Newport Beach, CA |
Apr 17, 2025 Q1 2025 |
184,034
shares
|
$12.3 Million
13.88% of portfolio
|
Q1 2025
Added 20.65%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
183,923
shares
|
$12.3 Million
0.02% of portfolio
|
Q1 2025
Added 29.77%
|
|
|
Encompass More Asset Management
Danville, CA |
May 09, 2025 Q1 2025 |
183,329
shares
|
$12.2 Million
3.38% of portfolio
|
Q1 2025
Added 8.07%
|
|
|
Harbor Investment Advisory, LLC
|
Apr 09, 2025 Q1 2025 |
181,378
shares
|
$12.1 Million
0.91% of portfolio
|
Q1 2025
Added 7.29%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Apr 24, 2025 Q1 2025 |
176,200
shares
|
$11.7 Million
0.03% of portfolio
|
Q1 2025
Added 45.79%
|