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 649 institutions that hold shares in the stock, with a total of 142 Million shares, which have been reported (via 13F filing form) to have a value of $9.36 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
50,684
shares
|
$3.35 Million
0.1% of portfolio
|
Q1 2025
Added 320.06%
|
|
|
Copperwynd Financial, LLC
|
May 05, 2025 Q1 2025 |
50,643
shares
|
$3.34 Million
0.87% of portfolio
|
Q1 2025
Reduced 3.68%
|
|
|
Stansberry Asset Management, LLC
New York, NY |
May 14, 2025 Q1 2025 |
49,778
shares
|
$3.29 Million
0.41% of portfolio
|
Q1 2025
Added 16.64%
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
49,530
shares
|
$3.27 Million
0.09% of portfolio
|
Q2 2025
Added 145.47%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
May 08, 2025 Q1 2025 |
48,824
shares
|
$3.22 Million
0.32% of portfolio
|
Q1 2025
Added 11.5%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
48,673
shares
|
$3.21 Million
0.05% of portfolio
|
Q1 2025
Added 0.64%
|
|
|
Horizon Financial Services, LLC
|
May 07, 2025 Q1 2025 |
48,469
shares
|
$3.2 Million
1.68% of portfolio
|
Q1 2025
Reduced 98.38%
|
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2025 Q1 2025 |
47,716
shares
|
$3.15 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.35%
|
|
|
Ci Investments Inc.
Toronto, A6 |
May 13, 2025 Q1 2025 |
47,534
shares
|
$3.14 Million
0.01% of portfolio
|
Q4 2024
Reduced 14.41%
|
|
|
Certior Financial Group, LLC
King Of Prussia, PA |
May 15, 2025 Q1 2025 |
47,460
shares
|
$3.13 Million
2.38% of portfolio
|
Q1 2025
Reduced 5.13%
|
|
|
Bridgewater Advisors Inc.
|
May 02, 2025 Q1 2025 |
46,001
shares
|
$3.04 Million
0.25% of portfolio
|
Q4 2024
Added 19.32%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
45,771
shares
|
$3.02 Million
0.01% of portfolio
|
Q1 2025
Reduced 16.24%
|
|
|
Tennessee Valley Asset Management Partners
|
Apr 18, 2025 Q1 2025 |
45,585
shares
|
$3.01 Million
0.47% of portfolio
|
Q1 2025
New holding
|
|
|
Jacobi Capital Management LLC
|
May 27, 2025 Q1 2025 |
45,301
shares
|
$2.99 Million
0.21% of portfolio
|
Q1 2025
Reduced 8.67%
|
|
|
Mills Wealth Advisors LLC
Southlake, TX |
Apr 29, 2025 Q1 2025 |
44,707
shares
|
$2.95 Million
1.47% of portfolio
|
Q1 2025
Reduced 3.8%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
43,827
shares
|
$2.89 Million
0.05% of portfolio
|
Q1 2025
Added 4.83%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
42,775
shares
|
$2.82 Million
0.02% of portfolio
|
Q1 2025
Reduced 2.57%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
42,384
shares
|
$2.8 Million
0.0% of portfolio
|
Q1 2025
Added 27968.87%
|
|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
Apr 29, 2025 Q1 2025 |
42,369
shares
|
$2.8 Million
0.53% of portfolio
|
Q1 2025
Reduced 1.09%
|
|
|
Jump Financial, LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
41,901
shares
|
$2.77 Million
0.04% of portfolio
|
Q1 2025
Reduced 16.14%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
May 15, 2025 Q1 2025 |
41,643
shares
|
$2.75 Million
0.35% of portfolio
|
Q1 2025
New holding
|
|
|
Kwb Wealth
Redlands, CA |
Apr 10, 2025 Q1 2025 |
40,822
shares
|
$2.7 Million
0.32% of portfolio
|
Q1 2025
New holding
|
|
|
Salus Financial Advisors, LLC
Colorado Springs, CO |
Apr 24, 2025 Q1 2025 |
40,608
shares
|
$2.68 Million
1.9% of portfolio
|
Q1 2025
Reduced 7.09%
|
|
|
Shira Ridge Wealth Management
Larkspur, CA |
Jul 09, 2025 Q2 2025 |
40,516
shares
|
$2.68 Million
1.21% of portfolio
|
Q2 2025
Added 15.04%
|
|
|
Mc Naughton Wealth Management, LLC
|
Apr 09, 2025 Q1 2025 |
39,382
shares
|
$2.6 Million
1.21% of portfolio
|
Q1 2025
New holding
|