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 483 institutions that hold shares in the stock, with a total of 122 Million shares, which have been reported (via 13F filing form) to have a value of $6.37 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
Nov 08, 2024 Q3 2024 |
130,106
shares
|
$6.81 Million
1.78% of portfolio
|
Q3 2024
Added 30.25%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
129,674
shares
|
$6.79 Million
0.01% of portfolio
|
Q3 2024
Added 2.29%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
129,252
shares
|
$6.77 Million
0.25% of portfolio
|
Q3 2024
Added 156.49%
|
|
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
Oct 18, 2024 Q3 2024 |
128,993
shares
|
$6.76 Million
4.26% of portfolio
|
Q3 2024
Reduced 17.26%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 18, 2024 Q3 2024 |
126,712
shares
|
$6.64 Million
2.37% of portfolio
|
Q3 2024
Added 3.31%
|
|
|
Jnba Financial Advisors
|
Oct 30, 2024 Q3 2024 |
125,769
shares
|
$6.59 Million
0.67% of portfolio
|
Q3 2024
Reduced 26.82%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
125,495
shares
|
$6.57 Million
0.01% of portfolio
|
Q3 2024
Added 12.59%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Nov 14, 2024 Q3 2024 |
122,349
shares
|
$6.41 Million
0.04% of portfolio
|
Q3 2024
Reduced 19.52%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
121,124
shares
|
$6.34 Million
0.54% of portfolio
|
Q3 2024
Reduced 5.2%
|
|
|
Glenview Trust CO
Louisville, KY |
Nov 12, 2024 Q3 2024 |
118,734
shares
|
$6.22 Million
0.12% of portfolio
|
Q3 2024
Reduced 14.9%
|
|
|
Amj Financial Wealth Management
Leesburg, VA |
Nov 12, 2024 Q3 2024 |
118,123
shares
|
$6.19 Million
1.79% of portfolio
|
Q3 2024
Reduced 1.21%
|
|
|
Chatham Capital Group, Inc.
|
Oct 15, 2024 Q3 2024 |
118,086
shares
|
$6.18 Million
1.02% of portfolio
|
Q3 2024
Added 5.97%
|
|
|
Quent Capital, LLC
|
Oct 04, 2024 Q3 2024 |
115,949
shares
|
$6.07 Million
0.64% of portfolio
|
Q3 2024
Added 3.12%
|
|
|
Archford Capital Strategies, LLC
|
Oct 15, 2024 Q3 2024 |
113,683
shares
|
$5.95 Million
0.87% of portfolio
|
Q3 2024
Added 3.7%
|
|
|
Managed Asset Portfolios, LLC
Rochester, MI |
Nov 12, 2024 Q3 2024 |
113,457
shares
|
$5.94 Million
0.87% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
112,716
shares
|
$5.9 Million
0.24% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Oct 09, 2024 Q3 2024 |
109,279
shares
|
$5.72 Million
0.52% of portfolio
|
Q3 2024
Added 1.15%
|
|
|
Stapp Wealth Management, Pllc
Olympia, WA |
Oct 21, 2024 Q3 2024 |
108,749
shares
|
$5.7 Million
9.97% of portfolio
|
Q3 2024
Reduced 1.7%
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
108,452
shares
|
$5.68 Million
2.43% of portfolio
|
Q3 2024
Reduced 0.94%
|
|
|
Palladiem, LLC
|
Dec 08, 2023 Q3 2023 |
106,820
shares
|
$5.59 Million
4.4% of portfolio
|
Q3 2023
Added 16.14%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
106,360
shares
|
$5.57 Million
0.21% of portfolio
|
Q3 2024
Added 123.17%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
105,366
shares
|
$5.52 Million
0.04% of portfolio
|
Q3 2024
Reduced 1.41%
|
|
|
Astoria Portfolio Advisors Llc.
|
Oct 15, 2024 Q3 2024 |
103,197
shares
|
$5.4 Million
1.92% of portfolio
|
Q3 2024
Reduced 2.64%
|
|
|
Zhang Financial LLC
|
Oct 15, 2024 Q3 2024 |
103,032
shares
|
$5.4 Million
0.34% of portfolio
|
Q3 2024
Reduced 3.77%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 05, 2024 Q3 2024 |
102,602
shares
|
$5.37 Million
0.48% of portfolio
|
Q3 2024
Added 131.78%
|