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 |
|---|---|---|---|---|---|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
176,117
shares
|
$11.7 Million
0.1% of portfolio
|
Q1 2025
Added 37.76%
|
|
|
Alaska Permanent Fund Corp
Juneau, AK |
May 14, 2025 Q1 2025 |
171,000
shares
|
$11.4 Million
0.15% of portfolio
|
Q2 2024
Reduced 93.48%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
166,628
shares
|
$11.1 Million
0.03% of portfolio
|
Q1 2025
Added 16.57%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
162,405
shares
|
$10.8 Million
0.16% of portfolio
|
Q1 2025
Reduced 1.94%
|
|
|
Lwm Advisory Services, LLC
Plantation, FL |
May 13, 2025 Q1 2025 |
161,714
shares
|
$10.8 Million
7.22% of portfolio
|
Q1 2025
Added 17.95%
|
|
|
R. W. Roge & Company, Inc.
Bohemia, NY |
May 09, 2025 Q1 2025 |
159,664
shares
|
$10.6 Million
5.41% of portfolio
|
Q1 2025
Reduced 7.35%
|
|
|
Sterling Investment Advisors, Ltd.
|
May 07, 2025 Q1 2025 |
159,648
shares
|
$10.6 Million
2.54% of portfolio
|
Q1 2025
Added 4.41%
|
|
|
Nissay Asset Management Corp
Tokyo, M0 |
May 15, 2025 Q1 2025 |
156,580
shares
|
$10.4 Million
0.06% of portfolio
|
Q1 2025
Added 135.75%
|
|
|
Avid Wealth Partners LLC
San Antonio, TX |
Apr 17, 2025 Q1 2025 |
156,021
shares
|
$10.4 Million
6.55% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Austin Private Wealth, LLC
|
May 12, 2025 Q1 2025 |
152,878
shares
|
$10.2 Million
0.87% of portfolio
|
Q1 2025
Added 110.18%
|
|
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
Apr 22, 2025 Q1 2025 |
147,976
shares
|
$9.86 Million
5.89% of portfolio
|
Q1 2025
Added 8.62%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
May 12, 2025 Q1 2025 |
145,378
shares
|
$9.69 Million
0.8% of portfolio
|
Q1 2025
Added 110.94%
|
|
|
Aifg Consultants Ltd.
Halfmoon, NY |
Apr 23, 2025 Q1 2025 |
143,887
shares
|
$9.59 Million
14.67% of portfolio
|
Q1 2025
Added 1.92%
|
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
140,415
shares
|
$9.36 Million
1.61% of portfolio
|
Q3 2023
New holding
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Dec 09, 2024 Q3 2024 |
138,685
shares
|
$9.24 Million
6.57% of portfolio
|
Q3 2024
New holding
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
138,595
shares
|
$9.24 Million
0.01% of portfolio
|
Q1 2025
Added 9.51%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
May 06, 2025 Q1 2025 |
137,259
shares
|
$9.15 Million
0.3% of portfolio
|
Q1 2025
New holding
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
May 06, 2025 Q1 2025 |
134,884
shares
|
$8.99 Million
1.78% of portfolio
|
Q1 2025
Added 0.92%
|
|
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
Apr 29, 2025 Q1 2025 |
134,200
shares
|
$8.95 Million
0.79% of portfolio
|
Q1 2025
Reduced 25.11%
|
|
|
Quent Capital, LLC
|
Apr 04, 2025 Q1 2025 |
133,272
shares
|
$8.88 Million
0.89% of portfolio
|
Q1 2025
Added 4.63%
|
|
|
Wealth Advisory Solutions, LLC
|
Apr 30, 2025 Q1 2025 |
133,063
shares
|
$8.87 Million
2.19% of portfolio
|
Q1 2025
Reduced 2.18%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
133,029
shares
|
$8.87 Million
2.29% of portfolio
|
Q4 2024
Added 1.73%
|
|
|
Plum Street Advisors, LLC
New Orleans, LA |
May 29, 2025 Q1 2025 |
130,797
shares
|
$8.72 Million
3.9% of portfolio
|
Q1 2025
Added 1.38%
|
|
|
Buck Wealth Strategies, LLC
Denver, CO |
Apr 22, 2025 Q1 2025 |
130,633
shares
|
$8.71 Million
1.53% of portfolio
|
Q1 2025
New holding
|
|
|
Hudson Capital Management LLC
|
Apr 11, 2025 Q1 2025 |
130,296
shares
|
$8.69 Million
2.51% of portfolio
|
Q1 2025
Reduced 3.12%
|