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 576 institutions that hold shares in the stock, with a total of 124 Million shares, which have been reported (via 13F filing form) to have a value of $8.16 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
249,390
shares
|
$16.4 Million
0.39% of portfolio
|
Q1 2025
Added 38.55%
|
|
|
Keudell
|
Jan 23, 2025 Q4 2024 |
239,947
shares
|
$15.8 Million
3.35% of portfolio
|
Q4 2024
Reduced 0.68%
|
|
|
Warren Street Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
238,301
shares
|
$15.7 Million
5.87% of portfolio
|
Q1 2025
Added 1.86%
|
|
|
Coco Enterprises, LLC
Whitefish, MT |
Feb 14, 2025 Q4 2024 |
237,864
shares
|
$15.6 Million
7.63% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
223,819
shares
|
$14.7 Million
0.03% of portfolio
|
Q1 2025
Reduced 8.7%
|
|
|
Peak Financial Advisors LLC
|
Apr 10, 2025 Q1 2025 |
223,773
shares
|
$14.7 Million
8.84% of portfolio
|
Q1 2025
Reduced 0.89%
|
|
|
Timber Creek Capital Management LLC
|
Jan 31, 2025 Q4 2024 |
223,331
shares
|
$14.7 Million
3.53% of portfolio
|
Q4 2024
Added 0.87%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Feb 07, 2025 Q4 2024 |
215,922
shares
|
$14.2 Million
2.38% of portfolio
|
Q4 2024
Added 10.14%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
185,631
shares
|
$12.2 Million
0.45% of portfolio
|
Q4 2024
Added 2.75%
|
|
|
Medici Capital LLC
Newport Beach, CA |
Apr 17, 2025 Q1 2025 |
184,034
shares
|
$12.1 Million
13.88% of portfolio
|
Q1 2025
Added 20.65%
|
|
|
Harbor Investment Advisory, LLC
|
Apr 09, 2025 Q1 2025 |
181,378
shares
|
$11.9 Million
0.91% of portfolio
|
Q1 2025
Added 7.29%
|
|
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
Jan 23, 2025 Q4 2024 |
179,200
shares
|
$11.8 Million
0.9% of portfolio
|
Q4 2024
Added 90.23%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
176,103
shares
|
$11.6 Million
0.11% of portfolio
|
Q4 2024
Added 100.39%
|
|
|
R. W. Roge & Company, Inc.
Bohemia, NY |
Jan 29, 2025 Q4 2024 |
172,334
shares
|
$11.3 Million
4.83% of portfolio
|
Q4 2024
Reduced 3.42%
|
|
|
Alaska Permanent Fund Corp
Juneau, AK |
Jan 14, 2025 Q4 2024 |
171,000
shares
|
$11.2 Million
0.13% of portfolio
|
Q2 2024
Reduced 93.48%
|
|
|
Nisa Investment Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
170,300
shares
|
$11.2 Million
0.04% of portfolio
|
Q4 2024
Reduced 49.5%
|
|
|
Encompass More Asset Management
Danville, CA |
Jan 21, 2025 Q4 2024 |
169,646
shares
|
$11.2 Million
2.91% of portfolio
|
Q4 2024
Added 13.47%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
165,620
shares
|
$10.9 Million
0.12% of portfolio
|
Q4 2024
Reduced 4.03%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
160,562
shares
|
$10.6 Million
0.01% of portfolio
|
Q4 2024
Added 83.85%
|
|
|
Avid Wealth Partners LLC
San Antonio, TX |
Apr 17, 2025 Q1 2025 |
156,021
shares
|
$10.3 Million
6.55% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Sterling Investment Advisors, Ltd.
|
Feb 04, 2025 Q4 2024 |
152,904
shares
|
$10.1 Million
2.05% of portfolio
|
Q4 2024
Reduced 1.43%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
142,948
shares
|
$9.4 Million
0.03% of portfolio
|
Q4 2024
Added 51.38%
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
142,646
shares
|
$9.38 Million
0.01% of portfolio
|
Q4 2024
Added 7.87%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
141,729
shares
|
$9.32 Million
0.01% of portfolio
|
Q4 2024
Added 9.3%
|
|
|
Aifg Consultants Ltd.
Halfmoon, NY |
Jan 29, 2025 Q4 2024 |
141,180
shares
|
$9.29 Million
11.98% of portfolio
|
Q4 2024
Reduced 13.75%
|