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 |
|---|---|---|---|---|---|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
May 05, 2025 Q1 2025 |
65,799
shares
|
$4.39 Million
2.95% of portfolio
|
Q1 2025
Added 5.35%
|
|
|
Bush Investment Group, LLC
Valdosta, GA |
Apr 29, 2025 Q1 2025 |
65,628
shares
|
$4.37 Million
3.06% of portfolio
|
Q1 2025
Added 85.66%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
65,601
shares
|
$4.37 Million
0.05% of portfolio
|
Q1 2025
Added 1.61%
|
|
|
New Perspectives, Inc
Tougaloo, MS |
Apr 25, 2025 Q1 2025 |
65,584
shares
|
$4.37 Million
2.17% of portfolio
|
Q1 2025
New holding
|
|
|
Baker Tilly Wealth Management, LLC
|
Apr 09, 2025 Q1 2025 |
65,320
shares
|
$4.35 Million
1.6% of portfolio
|
Q1 2025
Added 24.43%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
63,774
shares
|
$4.25 Million
0.2% of portfolio
|
Q1 2025
Added 2.03%
|
|
|
Ndvr, Inc.
Boston, MA |
May 15, 2025 Q1 2025 |
62,736
shares
|
$4.18 Million
3.96% of portfolio
|
Q4 2024
New holding
|
|
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
May 12, 2025 Q1 2025 |
61,370
shares
|
$4.09 Million
0.18% of portfolio
|
Q1 2025
Reduced 2.91%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
61,210
shares
|
$4.08 Million
0.06% of portfolio
|
Q1 2025
Reduced 26.2%
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
May 14, 2025 Q1 2025 |
60,169
shares
|
$4.01 Million
4.0% of portfolio
|
Q1 2025
Added 1.95%
|
|
|
Kraematon Investment Advisors, Inc
|
Apr 14, 2025 Q1 2025 |
58,647
shares
|
$3.91 Million
3.9% of portfolio
|
Q1 2025
Reduced 1.98%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
57,106
shares
|
$3.81 Million
0.1% of portfolio
|
Q1 2025
Reduced 2.88%
|
|
|
Baker Ellis Asset Management LLC
|
Apr 15, 2025 Q1 2025 |
56,650
shares
|
$3.78 Million
0.52% of portfolio
|
Q1 2025
Added 3.0%
|
|
|
Financial Life Advisors
|
Apr 24, 2025 Q1 2025 |
56,284
shares
|
$3.75 Million
1.32% of portfolio
|
Q1 2025
New holding
|
|
|
Entrewealth, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
56,080
shares
|
$3.74 Million
2.67% of portfolio
|
Q1 2025
Added 11.25%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
55,629
shares
|
$3.71 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
55,075
shares
|
$3.67 Million
0.15% of portfolio
|
Q1 2025
Reduced 9.21%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
54,408
shares
|
$3.63 Million
0.07% of portfolio
|
Q1 2025
Added 22.76%
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
54,314
shares
|
$3.62 Million
1.5% of portfolio
|
Q1 2025
Added 11.66%
|
|
|
Paul R. Ried Financial Group, LLC
Bellevue, WA |
Apr 28, 2025 Q1 2025 |
54,193
shares
|
$3.61 Million
2.34% of portfolio
|
Q1 2025
Reduced 6.06%
|
|
|
Penobscot Wealth Management
|
Apr 28, 2025 Q1 2025 |
53,602
shares
|
$3.57 Million
1.65% of portfolio
|
Q1 2025
New holding
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Apr 14, 2025 Q1 2025 |
51,940
shares
|
$3.46 Million
0.52% of portfolio
|
Q1 2025
Added 7.1%
|
|
|
Essex Financial Services, Inc.
|
Apr 25, 2025 Q1 2025 |
51,916
shares
|
$3.46 Million
0.24% of portfolio
|
Q1 2025
Added 12.03%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
50,684
shares
|
$3.38 Million
0.1% of portfolio
|
Q1 2025
Added 320.06%
|
|
|
Copperwynd Financial, LLC
|
May 05, 2025 Q1 2025 |
50,643
shares
|
$3.38 Million
0.87% of portfolio
|
Q1 2025
Reduced 3.68%
|