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 $6.36 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Norden Group LLC
Provo, UT |
Oct 17, 2024 Q3 2024 |
28,156
shares
|
$1.47 Million
0.17% of portfolio
|
Q3 2024
Added 127.74%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
27,979
shares
|
$1.46 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Richard Bernstein Advisors LLC
|
Nov 08, 2024 Q3 2024 |
27,751
shares
|
$1.45 Million
0.03% of portfolio
|
Q3 2024
Reduced 3.26%
|
|
|
Valicenti Advisory Services Inc
|
Oct 23, 2024 Q3 2024 |
27,256
shares
|
$1.42 Million
0.36% of portfolio
|
Q3 2024
Reduced 5.42%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
26,518
shares
|
$1.38 Million
0.0% of portfolio
|
Q3 2024
Reduced 77.0%
|
|
|
Robinson Value Management, Ltd.
San Antonio, TX |
Oct 21, 2024 Q3 2024 |
26,363
shares
|
$1.38 Million
0.91% of portfolio
|
Q3 2024
Added 15.09%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Nov 08, 2024 Q3 2024 |
26,067
shares
|
$1.36 Million
0.02% of portfolio
|
Q2 2024
Reduced 1.49%
|
|
|
Pds Planning, Inc
|
Oct 29, 2024 Q3 2024 |
26,033
shares
|
$1.36 Million
0.12% of portfolio
|
Q3 2024
Added 132.89%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Oct 08, 2024 Q3 2024 |
25,937
shares
|
$1.35 Million
0.43% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
Brown Miller Wealth Management, LLC
|
Oct 10, 2024 Q3 2024 |
25,689
shares
|
$1.34 Million
0.52% of portfolio
|
Q3 2024
Added 0.69%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Nov 14, 2024 Q3 2024 |
25,602
shares
|
$1.34 Million
1.1% of portfolio
|
Q3 2024
Reduced 5.76%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
25,500
shares
|
$1.33 Million
0.03% of portfolio
|
Q1 2022
New holding
|
|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
Oct 23, 2024 Q3 2024 |
25,312
shares
|
$1.32 Million
0.44% of portfolio
|
Q3 2024
Reduced 7.05%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
24,550
shares
|
$1.28 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
24,001
shares
|
$1.25 Million
0.02% of portfolio
|
Q1 2022
New holding
|
|
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
Nov 06, 2024 Q3 2024 |
23,100
shares
|
$1.21 Million
0.05% of portfolio
|
Q3 2024
Reduced 24.26%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Nov 07, 2024 Q3 2024 |
22,863
shares
|
$1.19 Million
0.2% of portfolio
|
Q2 2024
New holding
|
|
|
One Charles Private Wealth Services, LLC
|
Nov 12, 2024 Q3 2024 |
22,832
shares
|
$1.19 Million
0.47% of portfolio
|
Q3 2024
Reduced 46.26%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
22,452
shares
|
$1.17 Million
0.0% of portfolio
|
Q3 2024
Added 185.14%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Nov 05, 2024 Q3 2024 |
22,199
shares
|
$1.16 Million
0.5% of portfolio
|
Q3 2024
Added 11.12%
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2024 Q3 2024 |
22,083
shares
|
$1.15 Million
0.06% of portfolio
|
Q2 2024
Added 903.77%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
22,070
shares
|
$1.15 Million
0.35% of portfolio
|
Q1 2024
Added 153.56%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
21,876
shares
|
$1.14 Million
0.0% of portfolio
|
Q3 2024
Added 7.87%
|
|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
21,860
shares
|
$1.14 Million
0.05% of portfolio
|
Q3 2024
Added 1962.26%
|
|
|
Requisite Capital Management, LLC
|
Oct 10, 2024 Q3 2024 |
21,461
shares
|
$1.12 Million
0.25% of portfolio
|
Q2 2024
Reduced 43.95%
|