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 |
|---|---|---|---|---|---|
|
Jump Financial, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
49,966
shares
|
$3.29 Million
0.06% of portfolio
|
Q4 2024
Reduced 12.3%
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
49,603
shares
|
$3.26 Million
0.2% of portfolio
|
Q4 2024
Added 6.12%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Feb 12, 2025 Q4 2024 |
48,866
shares
|
$3.21 Million
0.0% of portfolio
|
Q4 2024
Reduced 23.79%
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
48,642
shares
|
$3.2 Million
0.86% of portfolio
|
Q4 2024
New holding
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
48,362
shares
|
$3.18 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.52%
|
|
|
Ci Investments Inc.
Toronto, A6 |
Feb 12, 2025 Q4 2024 |
47,534
shares
|
$3.13 Million
0.01% of portfolio
|
Q4 2024
Reduced 14.41%
|
|
|
Mills Wealth Advisors LLC
Southlake, TX |
Feb 05, 2025 Q4 2024 |
46,474
shares
|
$3.06 Million
1.37% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Essex Financial Services, Inc.
|
Jan 29, 2025 Q4 2024 |
46,340
shares
|
$3.05 Million
0.18% of portfolio
|
Q4 2024
Reduced 1.87%
|
|
|
Bridgewater Advisors Inc.
|
Jan 16, 2025 Q4 2024 |
46,001
shares
|
$3.03 Million
0.25% of portfolio
|
Q4 2024
Added 19.32%
|
|
|
Tennessee Valley Asset Management Partners
|
Apr 18, 2025 Q1 2025 |
45,585
shares
|
$3 Million
0.47% of portfolio
|
Q1 2025
New holding
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
44,319
shares
|
$2.92 Million
0.05% of portfolio
|
Q4 2024
Added 15.62%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
43,904
shares
|
$2.89 Million
0.02% of portfolio
|
Q4 2024
Added 6.52%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Feb 03, 2025 Q4 2024 |
43,788
shares
|
$2.88 Million
0.25% of portfolio
|
Q4 2024
Added 702.71%
|
|
|
Salus Financial Advisors, LLC
Colorado Springs, CO |
Feb 14, 2025 Q4 2024 |
43,709
shares
|
$2.88 Million
1.78% of portfolio
|
Q4 2024
New holding
|
|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
Jan 29, 2025 Q4 2024 |
42,836
shares
|
$2.82 Million
0.46% of portfolio
|
Q4 2024
Added 9.49%
|
|
|
Stansberry Asset Management, LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
42,675
shares
|
$2.81 Million
0.32% of portfolio
|
Q4 2024
Added 23.95%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
41,809
shares
|
$2.75 Million
0.04% of portfolio
|
Q4 2024
Added 12.26%
|
|
|
Compass Ion Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
41,655
shares
|
$2.74 Million
0.33% of portfolio
|
Q1 2025
Added 25.87%
|
|
|
Kwb Wealth
Redlands, CA |
Apr 10, 2025 Q1 2025 |
40,822
shares
|
$2.69 Million
0.32% of portfolio
|
Q1 2025
New holding
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jan 24, 2025 Q4 2024 |
40,816
shares
|
$2.68 Million
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
40,643
shares
|
$2.67 Million
0.0% of portfolio
|
Q4 2024
Added 53.27%
|
|
|
Uma Financial Services, Inc.
|
Feb 12, 2025 Q4 2024 |
40,012
shares
|
$2.63 Million
0.36% of portfolio
|
Q4 2024
New holding
|
|
|
Mc Naughton Wealth Management, LLC
|
Apr 09, 2025 Q1 2025 |
39,382
shares
|
$2.59 Million
1.21% of portfolio
|
Q1 2025
New holding
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
39,331
shares
|
$2.59 Million
0.0% of portfolio
|
Q4 2024
Added 23.69%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Apr 18, 2025 Q1 2025 |
38,093
shares
|
$2.51 Million
1.19% of portfolio
|
Q1 2025
Added 309.43%
|