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 576 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 $8.16 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lynx Investment Advisory
Washington, Dc, DC |
Feb 11, 2025 Q4 2024 |
66,416
shares
|
$4.44 Million
2.36% of portfolio
|
Q4 2024
Reduced 2.22%
|
|
|
Segment Wealth Management, LLC
|
Apr 21, 2025 Q1 2025 |
66,154
shares
|
$4.42 Million
0.29% of portfolio
|
Q1 2025
Added 596.36%
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
Jan 24, 2025 Q4 2024 |
65,699
shares
|
$4.39 Million
0.88% of portfolio
|
Q4 2024
Reduced 49.5%
|
|
|
Baker Tilly Wealth Management, LLC
|
Apr 09, 2025 Q1 2025 |
65,320
shares
|
$4.37 Million
1.6% of portfolio
|
Q1 2025
Added 24.43%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
64,560
shares
|
$4.32 Million
0.05% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
63,774
shares
|
$4.26 Million
0.2% of portfolio
|
Q1 2025
Added 2.03%
|
|
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
Feb 06, 2025 Q4 2024 |
63,207
shares
|
$4.23 Million
0.17% of portfolio
|
Q4 2024
Reduced 12.24%
|
|
|
Ndvr, Inc.
Boston, MA |
Feb 14, 2025 Q4 2024 |
62,736
shares
|
$4.19 Million
3.12% of portfolio
|
Q4 2024
New holding
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
Jan 29, 2025 Q4 2024 |
62,457
shares
|
$4.18 Million
2.6% of portfolio
|
Q4 2024
Added 1.43%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
61,096
shares
|
$4.08 Million
0.63% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
60,660
shares
|
$4.06 Million
0.11% of portfolio
|
Q4 2024
Reduced 53.07%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Feb 21, 2025 Q4 2024 |
60,223
shares
|
$4.03 Million
0.01% of portfolio
|
Q4 2024
Added 1.96%
|
|
|
Tidemark, LLC
San Diego, CA |
Feb 10, 2025 Q4 2024 |
60,180
shares
|
$4.02 Million
1.24% of portfolio
|
Q4 2024
Added 97.87%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Feb 10, 2025 Q4 2024 |
59,110
shares
|
$3.95 Million
0.87% of portfolio
|
Q4 2024
New holding
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
Feb 14, 2025 Q4 2024 |
59,017
shares
|
$3.95 Million
5.33% of portfolio
|
Q4 2024
New holding
|
|
|
Kraematon Investment Advisors, Inc
|
Apr 14, 2025 Q1 2025 |
58,647
shares
|
$3.92 Million
3.9% of portfolio
|
Q1 2025
Reduced 1.98%
|
|
|
Paul R. Ried Financial Group, LLC
Bellevue, WA |
Jan 24, 2025 Q4 2024 |
57,688
shares
|
$3.86 Million
2.1% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
57,106
shares
|
$3.82 Million
0.1% of portfolio
|
Q1 2025
Reduced 2.88%
|
|
|
Baker Ellis Asset Management LLC
|
Apr 15, 2025 Q1 2025 |
56,650
shares
|
$3.79 Million
0.52% of portfolio
|
Q1 2025
Added 3.0%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
54,835
shares
|
$3.67 Million
0.09% of portfolio
|
Q4 2024
Added 3.14%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
54,648
shares
|
$3.65 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Copperwynd Financial, LLC
|
Feb 10, 2025 Q4 2024 |
52,576
shares
|
$3.51 Million
0.76% of portfolio
|
Q4 2024
Added 1.29%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Apr 14, 2025 Q1 2025 |
51,940
shares
|
$3.47 Million
0.52% of portfolio
|
Q1 2025
Added 7.1%
|
|
|
Horst & Graben Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
51,705
shares
|
$3.46 Million
0.5% of portfolio
|
Q4 2024
New holding
|
|
|
Entrewealth, LLC
Austin, TX |
Feb 10, 2025 Q4 2024 |
50,408
shares
|
$3.37 Million
2.45% of portfolio
|
Q4 2024
New holding
|