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 484 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 $6.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
38,643
shares
|
$2.06 Million
0.13% of portfolio
|
Q3 2024
Added 6.64%
|
|
|
Bridgewater Advisors Inc.
|
Oct 31, 2024 Q3 2024 |
38,553
shares
|
$2.06 Million
0.21% of portfolio
|
Q4 2023
Added 78.78%
|
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
38,332
shares
|
$2.04 Million
0.04% of portfolio
|
Q3 2024
Added 7.01%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
37,243
shares
|
$1.99 Million
0.04% of portfolio
|
Q3 2024
Added 13.11%
|
|
|
Public Employees Retirement System Of Ohio
Columbus, OH |
Nov 15, 2024 Q3 2024 |
37,200
shares
|
$1.98 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Intrua Financial, LLC
Houston, TX |
May 15, 2023 Q1 2023 |
37,195
shares
|
$1.98 Million
0.29% of portfolio
|
Q1 2023
New holding
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
36,501
shares
|
$1.95 Million
1.64% of portfolio
|
Q3 2024
Reduced 1.35%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
36,114
shares
|
$1.93 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.71%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2024 Q3 2024 |
35,427
shares
|
$1.89 Million
0.07% of portfolio
|
Q3 2024
Reduced 48.05%
|
|
|
Fure Financial Corp
Bloomington, MN |
Nov 09, 2022 Q3 2022 |
35,340
shares
|
$1.89 Million
0.96% of portfolio
|
Q3 2022
New holding
|
|
|
Stansberry Asset Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
34,429
shares
|
$1.84 Million
0.25% of portfolio
|
Q3 2024
Added 17.38%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 13, 2024 Q3 2024 |
34,377
shares
|
$1.83 Million
1.33% of portfolio
|
Q3 2024
Reduced 3.88%
|
|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
34,000
shares
|
$1.81 Million
0.04% of portfolio
|
Q3 2024
Added 1.19%
|
|
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
Jan 03, 2024 Q4 2023 |
33,105
shares
|
$1.77 Million
0.49% of portfolio
|
Q4 2023
Reduced 41.22%
|
|
|
Gradient Capital Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
32,959
shares
|
$1.76 Million
0.58% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Virtu Financial LLC
New York, NY |
Nov 20, 2024 Q3 2024 |
32,184
shares
|
$1.72 Million
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
31,798
shares
|
$1.7 Million
0.0% of portfolio
|
Q3 2024
Added 121.67%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Nov 04, 2024 Q3 2024 |
31,766
shares
|
$1.69 Million
0.29% of portfolio
|
Q3 2024
New holding
|
|
|
Brown Financial Advisors
Milford, OH |
Nov 15, 2024 Q3 2024 |
31,346
shares
|
$1.67 Million
0.67% of portfolio
|
Q3 2024
Added 4.33%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Oct 21, 2024 Q3 2024 |
31,069
shares
|
$1.66 Million
0.15% of portfolio
|
Q3 2024
Added 4.74%
|
|
|
Cambridge Associates LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
30,631
shares
|
$1.63 Million
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
30,414
shares
|
$1.62 Million
0.67% of portfolio
|
Q3 2024
Added 8.38%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
29,395
shares
|
$1.57 Million
0.13% of portfolio
|
Q2 2023
Reduced 0.43%
|
|
|
Compass Ion Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
29,077
shares
|
$1.55 Million
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Forbes J M & CO LLP
|
Oct 24, 2024 Q3 2024 |
28,711
shares
|
$1.53 Million
0.15% of portfolio
|
Q2 2023
New holding
|