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 |
|---|---|---|---|---|---|
|
Money Concepts Capital Corp
|
Oct 31, 2024 Q3 2024 |
102,516
shares
|
$5.37 Million
0.43% of portfolio
|
Q3 2024
Added 0.84%
|
|
|
Q3 Asset Management
|
Nov 14, 2024 Q3 2024 |
100,761
shares
|
$5.28 Million
1.3% of portfolio
|
Q3 2024
Added 106.06%
|
|
|
Inspirion Wealth Advisors, LLC
|
Oct 04, 2024 Q3 2024 |
98,375
shares
|
$5.15 Million
0.72% of portfolio
|
Q3 2024
Added 2.7%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 08, 2024 Q3 2024 |
97,734
shares
|
$5.12 Million
0.43% of portfolio
|
Q3 2024
Added 1730.57%
|
|
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
Oct 29, 2024 Q3 2024 |
97,579
shares
|
$5.11 Million
3.49% of portfolio
|
Q3 2024
New holding
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Oct 21, 2024 Q3 2024 |
96,838
shares
|
$5.07 Million
2.95% of portfolio
|
Q3 2024
Reduced 0.54%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
96,319
shares
|
$5.04 Million
0.06% of portfolio
|
Q3 2024
Added 18.26%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
94,430
shares
|
$4.95 Million
0.02% of portfolio
|
Q3 2024
Added 3.91%
|
|
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
Oct 25, 2024 Q3 2024 |
94,200
shares
|
$4.93 Million
0.55% of portfolio
|
Q3 2024
Added 31.38%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Oct 23, 2024 Q3 2024 |
92,963
shares
|
$4.87 Million
0.02% of portfolio
|
Q3 2024
Added 74.09%
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
92,483
shares
|
$4.84 Million
0.23% of portfolio
|
Q3 2024
Reduced 0.25%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Oct 18, 2024 Q3 2024 |
90,782
shares
|
$4.75 Million
1.79% of portfolio
|
Q3 2024
Added 45.63%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
87,878
shares
|
$4.6 Million
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
87,331
shares
|
$4.57 Million
0.01% of portfolio
|
Q3 2024
Added 5.98%
|
|
|
New York Life Investment Management LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
86,771
shares
|
$4.54 Million
0.05% of portfolio
|
Q3 2024
Added 443.98%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 13, 2024 Q3 2024 |
86,303
shares
|
$4.52 Million
0.44% of portfolio
|
Q3 2024
New holding
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
85,259
shares
|
$4.47 Million
0.52% of portfolio
|
Q2 2024
Added 2.14%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 31, 2024 Q3 2024 |
85,198
shares
|
$4.46 Million
0.92% of portfolio
|
Q3 2024
Added 10.81%
|
|
|
Purus Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
85,070
shares
|
$4.46 Million
1.92% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
Upper Left Wealth Management, LLC
|
Nov 13, 2024 Q3 2024 |
84,812
shares
|
$4.44 Million
3.84% of portfolio
|
Q3 2024
Added 16.59%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Oct 31, 2024 Q3 2024 |
84,053
shares
|
$4.4 Million
0.75% of portfolio
|
Q3 2024
Reduced 3.82%
|
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
Nov 07, 2024 Q3 2024 |
82,530
shares
|
$4.32 Million
3.31% of portfolio
|
Q3 2024
Reduced 2.47%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
78,918
shares
|
$4.13 Million
0.07% of portfolio
|
Q3 2024
Added 16.24%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
76,635
shares
|
$4.01 Million
0.06% of portfolio
|
Q3 2024
Added 2.68%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
75,387
shares
|
$3.95 Million
0.06% of portfolio
|
Q3 2024
Reduced 2.43%
|