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 |
|---|---|---|---|---|---|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Oct 04, 2024 Q3 2024 |
58,416
shares
|
$3.06 Million
1.97% of portfolio
|
Q3 2024
Reduced 1.24%
|
|
|
Jump Financial, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
56,974
shares
|
$2.98 Million
0.07% of portfolio
|
Q3 2024
Added 801.92%
|
|
|
Ci Investments Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
55,534
shares
|
$2.91 Million
0.01% of portfolio
|
Q3 2024
Added 33.71%
|
|
|
Baker Ellis Asset Management LLC
|
Oct 15, 2024 Q3 2024 |
54,000
shares
|
$2.83 Million
0.41% of portfolio
|
Q3 2024
Reduced 1.91%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
53,166
shares
|
$2.78 Million
0.1% of portfolio
|
Q3 2024
Added 183.64%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
52,361
shares
|
$2.74 Million
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Copperwynd Financial, LLC
|
Nov 04, 2024 Q3 2024 |
51,908
shares
|
$2.72 Million
0.82% of portfolio
|
Q3 2024
Added 2.24%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
51,160
shares
|
$2.68 Million
0.03% of portfolio
|
Q3 2024
Reduced 23.41%
|
|
|
Prosperity Consulting Group, LLC
|
Oct 15, 2024 Q3 2024 |
50,815
shares
|
$2.66 Million
0.21% of portfolio
|
Q3 2024
Reduced 8.54%
|
|
|
Financial Sense Advisors, Inc.
|
Oct 31, 2024 Q3 2024 |
50,620
shares
|
$2.65 Million
0.82% of portfolio
|
Q1 2024
New holding
|
|
|
Baker Tilly Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
50,330
shares
|
$2.64 Million
1.19% of portfolio
|
Q3 2024
Reduced 3.75%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2024 Q3 2024 |
50,200
shares
|
$2.63 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Nissay Asset Management Corp
Tokyo, M0 |
Nov 14, 2024 Q3 2024 |
48,602
shares
|
$2.55 Million
0.02% of portfolio
|
Q3 2024
Added 100.16%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
48,362
shares
|
$2.53 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.52%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
47,775
shares
|
$2.5 Million
0.09% of portfolio
|
Q2 2024
Reduced 3.36%
|
|
|
Essex Financial Services, Inc.
|
Oct 24, 2024 Q3 2024 |
47,225
shares
|
$2.47 Million
0.12% of portfolio
|
Q3 2024
Added 13.3%
|
|
|
Jacobi Capital Management LLC
|
Nov 14, 2024 Q3 2024 |
46,741
shares
|
$2.45 Million
0.19% of portfolio
|
Q3 2024
Added 9.51%
|
|
|
Mills Wealth Advisors LLC
Southlake, TX |
Oct 21, 2024 Q3 2024 |
46,428
shares
|
$2.43 Million
1.67% of portfolio
|
Q3 2024
Added 2.67%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
44,542
shares
|
$2.33 Million
0.02% of portfolio
|
Q3 2024
Reduced 5.63%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
41,216
shares
|
$2.16 Million
0.02% of portfolio
|
Q3 2024
Added 5.04%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
41,149
shares
|
$2.15 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.12%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Nov 15, 2024 Q3 2024 |
39,800
shares
|
$2.08 Million
0.01% of portfolio
|
Q3 2024
Added 10.56%
|
|
|
Petix & Botte CO
|
Oct 18, 2024 Q3 2024 |
39,632
shares
|
$2.08 Million
0.55% of portfolio
|
Q3 2024
Added 1.03%
|
|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
Oct 30, 2024 Q3 2024 |
39,122
shares
|
$2.05 Million
0.44% of portfolio
|
Q3 2024
Added 14.39%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
38,643
shares
|
$2.02 Million
0.13% of portfolio
|
Q3 2024
Added 6.64%
|