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 |
|---|---|---|---|---|---|
|
One Wealth Advisors, LLC
San Francisco, CA |
May 06, 2025 Q1 2025 |
79,094
shares
|
$5.27 Million
0.76% of portfolio
|
Q1 2025
Added 93.78%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
May 15, 2025 Q1 2025 |
77,644
shares
|
$5.18 Million
0.04% of portfolio
|
Q1 2025
Reduced 1.16%
|
|
|
Courier Capital LLC
|
Apr 14, 2025 Q1 2025 |
77,166
shares
|
$5.14 Million
0.31% of portfolio
|
Q1 2025
Added 137.7%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
May 14, 2025 Q1 2025 |
74,923
shares
|
$4.99 Million
1.76% of portfolio
|
Q1 2025
Reduced 24.49%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
74,687
shares
|
$4.98 Million
0.05% of portfolio
|
Q1 2025
Added 4.0%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
73,670
shares
|
$4.91 Million
0.02% of portfolio
|
Q1 2025
Reduced 3.03%
|
|
|
Joseph Group Capital Management
Columbus, OH |
Apr 30, 2025 Q1 2025 |
73,627
shares
|
$4.91 Million
1.81% of portfolio
|
Q1 2025
Reduced 17.27%
|
|
|
Financial Guidance Group, Inc.
|
Apr 23, 2025 Q1 2025 |
73,229
shares
|
$4.88 Million
2.76% of portfolio
|
Q1 2025
Added 4.08%
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
May 13, 2025 Q1 2025 |
71,623
shares
|
$4.77 Million
1.16% of portfolio
|
Q1 2025
Added 9.02%
|
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
71,193
shares
|
$4.75 Million
0.25% of portfolio
|
Q1 2025
Added 6.6%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
70,831
shares
|
$4.72 Million
0.04% of portfolio
|
Q3 2023
Reduced 1.2%
|
|
|
Q3 Asset Management
|
May 01, 2025 Q1 2025 |
70,690
shares
|
$4.71 Million
2.99% of portfolio
|
Q1 2025
New holding
|
|
|
Motiv8 Investments LLC
Port St. Lucie, FL |
Apr 23, 2025 Q1 2025 |
70,280
shares
|
$4.68 Million
2.89% of portfolio
|
Q1 2025
New holding
|
|
|
Detalus Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
69,261
shares
|
$4.62 Million
1.42% of portfolio
|
Q1 2025
Added 213.45%
|
|
|
Seven Post Investment Office LP
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
69,074
shares
|
$4.6 Million
1.64% of portfolio
|
Q1 2025
Reduced 0.5%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Apr 29, 2025 Q1 2025 |
68,500
shares
|
$4.57 Million
0.09% of portfolio
|
Q1 2025
Reduced 6.8%
|
|
|
Bright Financial Advisors, Inc.
Portage, MI |
May 13, 2025 Q1 2025 |
68,478
shares
|
$4.56 Million
2.6% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
May 14, 2025 Q1 2025 |
68,245
shares
|
$4.55 Million
0.01% of portfolio
|
Q1 2025
Added 13.32%
|
|
|
Cabot Wealth Management Inc
|
Apr 21, 2025 Q1 2025 |
67,990
shares
|
$4.53 Million
0.54% of portfolio
|
Q1 2025
Added 2.61%
|
|
|
Forvis Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
67,268
shares
|
$4.48 Million
0.1% of portfolio
|
Q1 2025
Reduced 1.88%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
67,267
shares
|
$4.48 Million
0.1% of portfolio
|
Q4 2024
Reduced 9.15%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
66,975
shares
|
$4.46 Million
0.14% of portfolio
|
Q1 2025
Added 22.14%
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Jun 16, 2025 Q1 2025 |
66,476
shares
|
$4.43 Million
2.74% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
May 09, 2025 Q1 2025 |
66,375
shares
|
$4.42 Million
0.49% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
Segment Wealth Management, LLC
|
Apr 21, 2025 Q1 2025 |
66,154
shares
|
$4.41 Million
0.29% of portfolio
|
Q1 2025
Added 596.36%
|