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 579 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 $8.31 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Apr 21, 2025 Q1 2025 |
110,611
shares
|
$7.39 Million
0.27% of portfolio
|
Q1 2025
Reduced 1.75%
|
|
|
Palladiem, LLC
|
Dec 08, 2023 Q3 2023 |
106,820
shares
|
$7.14 Million
4.4% of portfolio
|
Q3 2023
Added 16.14%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
106,605
shares
|
$7.13 Million
0.04% of portfolio
|
Q4 2024
Added 1.18%
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
Jan 30, 2025 Q4 2024 |
106,279
shares
|
$7.1 Million
2.43% of portfolio
|
Q4 2024
Reduced 2.0%
|
|
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
Jan 17, 2025 Q4 2024 |
105,243
shares
|
$7.04 Million
3.7% of portfolio
|
Q4 2024
Added 7.85%
|
|
|
Stapp Wealth Management, Pllc
Olympia, WA |
Apr 22, 2025 Q1 2025 |
104,724
shares
|
$7 Million
14.85% of portfolio
|
Q1 2025
Reduced 4.28%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
104,474
shares
|
$6.98 Million
0.04% of portfolio
|
Q4 2024
Added 55.17%
|
|
|
Zhang Financial LLC
|
Apr 15, 2025 Q1 2025 |
104,289
shares
|
$6.97 Million
0.35% of portfolio
|
Q1 2025
Reduced 0.18%
|
|
|
Inspirion Wealth Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
102,601
shares
|
$6.86 Million
0.88% of portfolio
|
Q1 2025
Added 0.89%
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Apr 22, 2025 Q1 2025 |
101,612
shares
|
$6.79 Million
3.41% of portfolio
|
Q1 2025
Added 2.29%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Feb 12, 2025 Q4 2024 |
99,228
shares
|
$6.63 Million
1.94% of portfolio
|
Q4 2024
Reduced 21.69%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
99,042
shares
|
$6.62 Million
0.09% of portfolio
|
Q4 2024
Added 25.5%
|
|
|
Money Concepts Capital Corp
|
Jan 27, 2025 Q4 2024 |
98,514
shares
|
$6.59 Million
0.41% of portfolio
|
Q4 2024
Reduced 3.9%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
98,081
shares
|
$6.56 Million
0.44% of portfolio
|
Q4 2024
New holding
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
97,652
shares
|
$6.53 Million
0.37% of portfolio
|
Q4 2024
Reduced 19.38%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Jan 14, 2025 Q4 2024 |
97,064
shares
|
$6.49 Million
0.9% of portfolio
|
Q4 2024
Added 751.51%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
95,888
shares
|
$6.41 Million
0.25% of portfolio
|
Q4 2024
Added 3.68%
|
|
|
American Trust
Lexington, KY |
Feb 18, 2025 Q4 2024 |
95,120
shares
|
$6.36 Million
0.41% of portfolio
|
Q4 2024
Added 1421.19%
|
|
|
Purus Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
95,050
shares
|
$6.35 Million
2.04% of portfolio
|
Q4 2024
Added 11.73%
|
|
|
Joseph Group Capital Management
Columbus, OH |
Feb 12, 2025 Q4 2024 |
88,998
shares
|
$5.95 Million
2.06% of portfolio
|
Q4 2024
Reduced 71.72%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Feb 12, 2025 Q4 2024 |
86,818
shares
|
$5.8 Million
0.45% of portfolio
|
Q4 2024
Added 0.6%
|
|
|
Upper Left Wealth Management, LLC
|
Apr 14, 2025 Q1 2025 |
86,069
shares
|
$5.75 Million
3.93% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
85,259
shares
|
$5.7 Million
0.52% of portfolio
|
Q2 2024
Added 2.14%
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
84,748
shares
|
$5.67 Million
0.06% of portfolio
|
Q1 2025
Added 100.97%
|
|
|
Walkner Condon Financial Advisors LLC
|
Jan 29, 2025 Q4 2024 |
84,287
shares
|
$5.63 Million
0.91% of portfolio
|
Q4 2024
Reduced 1.07%
|