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 421 institutions that hold shares in the stock, with a total of 102 Million shares, which have been reported (via 13F filing form) to have a value of $5.34 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
22,070
shares
|
$1.16 Million
0.35% of portfolio
|
Q1 2024
Added 153.56%
|
|
Requisite Capital Management, LLC
|
Aug 02, 2024 Q2 2024 |
21,461
shares
|
$1.13 Million
0.23% of portfolio
|
Q2 2024
Reduced 43.95%
|
|
Carret Asset Management, LLC
|
Aug 01, 2024 Q2 2024 |
21,331
shares
|
$1.12 Million
0.12% of portfolio
|
Q2 2024
Reduced 9.89%
|
|
Cibc Private Wealth Group, LLC
|
Aug 09, 2024 Q2 2024 |
20,950
shares
|
$1.1 Million
0.0% of portfolio
|
Q2 2024
Reduced 2.29%
|
|
Thrive Capital Management, LLC
Fort Washington, PA |
Aug 09, 2024 Q2 2024 |
20,929
shares
|
$1.1 Million
0.44% of portfolio
|
Q2 2024
Added 63.23%
|
|
Prudential Financial Inc
Newark, NJ |
Aug 13, 2024 Q2 2024 |
20,280
shares
|
$1.07 Million
0.0% of portfolio
|
Q2 2024
Added 64.4%
|
|
Sg Americas Securities, LLC
|
Jul 12, 2024 Q2 2024 |
20,148
shares
|
$1.06 Million
0.01% of portfolio
|
Q2 2024
Added 14.93%
|
|
Valtinson Bruner Financial Planning LLC
|
Aug 05, 2024 Q2 2024 |
19,977
shares
|
$1.05 Million
0.49% of portfolio
|
Q2 2024
Reduced 1.8%
|
|
Total Investment Management Inc
Scottsdale, AZ |
Aug 06, 2024 Q2 2024 |
19,808
shares
|
$1.04 Million
0.12% of portfolio
|
Q2 2024
Reduced 1.02%
|
|
Continuum Advisory, LLC
Eagle, ID |
Jul 19, 2024 Q2 2024 |
19,767
shares
|
$1.04 Million
0.13% of portfolio
|
Q2 2024
Reduced 2.99%
|
|
Diligent Investors, LLC
|
Jul 15, 2024 Q2 2024 |
19,738
shares
|
$1.04 Million
0.24% of portfolio
|
Q2 2024
Reduced 0.25%
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Jul 30, 2024 Q2 2024 |
19,643
shares
|
$1.04 Million
0.47% of portfolio
|
Q1 2024
Added 7.68%
|
|
Flagship Harbor Advisors, LLC
|
Apr 16, 2024 Q1 2024 |
19,642
shares
|
$1.04 Million
0.06% of portfolio
|
Q1 2024
New holding
|
|
Kendall Capital Management
|
Aug 12, 2024 Q2 2024 |
19,385
shares
|
$1.02 Million
0.3% of portfolio
|
Q2 2024
Reduced 11.36%
|
|
Spire Wealth Management
|
Jul 31, 2024 Q2 2024 |
19,233
shares
|
$1.01 Million
0.03% of portfolio
|
Q2 2024
Added 137.53%
|
|
Sargent Investment Group, LLC
|
Aug 09, 2024 Q2 2024 |
19,176
shares
|
$1.01 Million
0.18% of portfolio
|
Q2 2024
Added 0.5%
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 19, 2024 Q2 2024 |
19,116
shares
|
$1.01 Million
0.1% of portfolio
|
Q2 2024
Added 11.2%
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Aug 08, 2024 Q2 2024 |
18,911
shares
|
$997,366
0.11% of portfolio
|
Q2 2024
New holding
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Aug 14, 2024 Q2 2024 |
18,751
shares
|
$988,927
0.02% of portfolio
|
Q2 2024
Added 17.88%
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 14, 2024 Q2 2024 |
18,744
shares
|
$988,558
0.04% of portfolio
|
Q2 2024
Added 6.29%
|
|
Balentine LLC
Atlanta, GA |
Aug 07, 2024 Q2 2024 |
18,289
shares
|
$964,561
0.04% of portfolio
|
Q2 2024
Reduced 67.41%
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jul 12, 2024 Q2 2024 |
17,266
shares
|
$910,608
0.04% of portfolio
|
Q2 2024
Added 24.66%
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
16,336
shares
|
$861,560
0.0% of portfolio
|
Q2 2024
Added 50.6%
|
|
New York Life Investment Management LLC
New York, NY |
Aug 05, 2024 Q2 2024 |
15,951
shares
|
$841,255
0.01% of portfolio
|
Q2 2024
New holding
|
|
Auour Investments LLC
Wenham, MA |
Jul 19, 2024 Q2 2024 |
15,836
shares
|
$835,190
0.27% of portfolio
|
Q2 2024
Added 28.14%
|