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 632 institutions that hold shares in the stock, with a total of 134 Million shares, which have been reported (via 13F filing form) to have a value of $8.83 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Moneco Advisors, LLC
Fairfield, CT |
May 08, 2025 Q1 2025 |
48,824
shares
|
$3.21 Million
0.32% of portfolio
|
Q1 2025
Added 11.5%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
48,673
shares
|
$3.2 Million
0.05% of portfolio
|
Q1 2025
Added 0.64%
|
|
|
Horizon Financial Services, LLC
|
May 07, 2025 Q1 2025 |
48,469
shares
|
$3.19 Million
1.68% of portfolio
|
Q1 2025
Reduced 98.38%
|
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2025 Q1 2025 |
47,716
shares
|
$3.14 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.35%
|
|
|
Ci Investments Inc.
Toronto, A6 |
May 13, 2025 Q1 2025 |
47,534
shares
|
$3.13 Million
0.01% of portfolio
|
Q4 2024
Reduced 14.41%
|
|
|
Bridgewater Advisors Inc.
|
May 02, 2025 Q1 2025 |
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
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
May 08, 2025 Q4 2024 |
45,410
shares
|
$2.99 Million
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Mills Wealth Advisors LLC
Southlake, TX |
Apr 29, 2025 Q1 2025 |
44,707
shares
|
$2.94 Million
1.47% of portfolio
|
Q1 2025
Reduced 3.8%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
43,827
shares
|
$2.88 Million
0.05% of portfolio
|
Q1 2025
Added 4.83%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
42,775
shares
|
$2.81 Million
0.02% of portfolio
|
Q1 2025
Reduced 2.57%
|
|
|
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%
|
|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
Apr 29, 2025 Q1 2025 |
42,369
shares
|
$2.79 Million
0.53% of portfolio
|
Q1 2025
Reduced 1.09%
|
|
|
Compass Ion Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
41,655
shares
|
$2.74 Million
0.33% of portfolio
|
Q1 2025
Added 25.87%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Apr 24, 2025 Q1 2025 |
41,336
shares
|
$2.72 Million
0.35% of portfolio
|
Q1 2025
Added 20.79%
|
|
|
Kwb Wealth
Redlands, CA |
Apr 10, 2025 Q1 2025 |
40,822
shares
|
$2.68 Million
0.32% of portfolio
|
Q1 2025
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%
|
|
|
Salus Financial Advisors, LLC
Colorado Springs, CO |
Apr 24, 2025 Q1 2025 |
40,608
shares
|
$2.67 Million
1.9% of portfolio
|
Q1 2025
Reduced 7.09%
|
|
|
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%
|
|
|
Peak Retirement Planning, Inc.
Columbus, OH |
Feb 20, 2025 Q4 2024 |
37,670
shares
|
$2.48 Million
1.34% of portfolio
|
Q4 2024
New holding
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Feb 13, 2025 Q4 2024 |
37,309
shares
|
$2.45 Million
0.12% of portfolio
|
Q4 2024
Reduced 3.45%
|
|
|
Public Employees Retirement System Of Ohio
Columbus, OH |
Feb 18, 2025 Q4 2024 |
37,200
shares
|
$2.45 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
36,501
shares
|
$2.4 Million
1.64% of portfolio
|
Q3 2024
Reduced 1.35%
|