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 |
|---|---|---|---|---|---|
|
Team Financial Group, LLC
Temecula, CA |
Apr 22, 2025 Q1 2025 |
84,214
shares
|
$5.63 Million
3.01% of portfolio
|
Q1 2025
Added 13.66%
|
|
|
Abound Financial, LLC
Granite Bay, CA |
Feb 03, 2025 Q4 2024 |
83,415
shares
|
$5.58 Million
2.2% of portfolio
|
Q4 2024
New holding
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
82,935
shares
|
$5.54 Million
0.07% of portfolio
|
Q4 2024
Added 8.22%
|
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
Apr 17, 2025 Q1 2025 |
81,375
shares
|
$5.44 Million
3.89% of portfolio
|
Q1 2025
Reduced 0.63%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
80,466
shares
|
$5.38 Million
0.01% of portfolio
|
Q1 2025
Added 2.44%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Feb 14, 2025 Q4 2024 |
78,557
shares
|
$5.25 Million
0.03% of portfolio
|
Q4 2024
Reduced 35.79%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jan 28, 2025 Q4 2024 |
77,733
shares
|
$5.2 Million
0.51% of portfolio
|
Q4 2024
Added 5.56%
|
|
|
Courier Capital LLC
|
Apr 14, 2025 Q1 2025 |
77,166
shares
|
$5.16 Million
0.31% of portfolio
|
Q1 2025
Added 137.7%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
75,975
shares
|
$5.08 Million
0.02% of portfolio
|
Q4 2024
Added 0.79%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Jan 31, 2025 Q4 2024 |
73,500
shares
|
$4.91 Million
0.08% of portfolio
|
Q1 2023
New holding
|
|
|
Genesis Wealth Advisors, LLC
Braintree, MA |
Feb 04, 2025 Q4 2024 |
73,022
shares
|
$4.88 Million
3.31% of portfolio
|
Q4 2024
New holding
|
|
|
Austin Private Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
72,737
shares
|
$4.86 Million
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
71,817
shares
|
$4.8 Million
0.04% of portfolio
|
Q4 2024
Reduced 4.74%
|
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
71,193
shares
|
$4.76 Million
0.25% of portfolio
|
Q1 2025
Added 6.6%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
70,831
shares
|
$4.74 Million
0.04% of portfolio
|
Q3 2023
Reduced 1.2%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
70,796
shares
|
$4.73 Million
0.05% of portfolio
|
Q4 2024
Added 612.88%
|
|
|
Financial Guidance Group, Inc.
|
Jan 29, 2025 Q4 2024 |
70,359
shares
|
$4.7 Million
2.25% of portfolio
|
Q4 2024
Reduced 4.84%
|
|
|
Seven Post Investment Office LP
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
69,074
shares
|
$4.62 Million
1.64% of portfolio
|
Q1 2025
Reduced 0.5%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Jan 21, 2025 Q4 2024 |
68,918
shares
|
$4.61 Million
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Forvis Wealth Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
68,557
shares
|
$4.58 Million
0.08% of portfolio
|
Q4 2024
Reduced 0.44%
|
|
|
Bright Financial Advisors, Inc.
Portage, MI |
Jan 28, 2025 Q4 2024 |
68,393
shares
|
$4.57 Million
2.23% of portfolio
|
Q4 2024
Added 5.73%
|
|
|
Cabot Wealth Management Inc
|
Apr 21, 2025 Q1 2025 |
67,990
shares
|
$4.55 Million
0.54% of portfolio
|
Q1 2025
Added 2.61%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
67,267
shares
|
$4.5 Million
0.1% of portfolio
|
Q4 2024
Reduced 9.15%
|
|
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
Feb 07, 2025 Q4 2024 |
66,425
shares
|
$4.44 Million
0.4% of portfolio
|
Q4 2024
Reduced 0.15%
|
|
|
Nissay Asset Management Corp
Tokyo, M0 |
Feb 14, 2025 Q4 2024 |
66,419
shares
|
$4.44 Million
0.02% of portfolio
|
Q4 2024
Added 36.66%
|