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 |
|---|---|---|---|---|---|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
36,424
shares
|
$2.4 Million
2.36% of portfolio
|
Q1 2025
Added 1405.12%
|
|
|
Mayflower Financial Advisors, LLC
|
May 02, 2025 Q1 2025 |
36,187
shares
|
$2.38 Million
0.36% of portfolio
|
Q1 2025
Added 106.5%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
36,049
shares
|
$2.37 Million
0.03% of portfolio
|
Q1 2025
Added 8.36%
|
|
|
Scotia Capital Inc.
|
May 09, 2025 Q1 2025 |
35,559
shares
|
$2.34 Million
0.01% of portfolio
|
Q1 2025
Reduced 5.96%
|
|
|
Genesis Wealth Advisors, LLC
Braintree, MA |
May 05, 2025 Q1 2025 |
35,555
shares
|
$2.34 Million
1.78% of portfolio
|
Q1 2025
Reduced 51.31%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
35,379
shares
|
$2.33 Million
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 09, 2025 Q1 2025 |
35,362
shares
|
$2.33 Million
0.0% of portfolio
|
Q1 2025
Reduced 92.85%
|
|
|
Fure Financial Corp
Bloomington, MN |
Nov 09, 2022 Q3 2022 |
35,340
shares
|
$2.32 Million
0.96% of portfolio
|
Q3 2022
New holding
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Apr 23, 2025 Q1 2025 |
35,318
shares
|
$2.32 Million
0.41% of portfolio
|
Q1 2025
Added 1.65%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
May 12, 2025 Q1 2025 |
35,300
shares
|
$2.32 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.22%
|
|
|
Shira Ridge Wealth Management
Larkspur, CA |
Apr 14, 2025 Q1 2025 |
35,219
shares
|
$2.32 Million
1.09% of portfolio
|
Q1 2025
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
May 14, 2025 Q1 2025 |
34,690
shares
|
$2.28 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
34,641
shares
|
$2.28 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.86%
|
|
|
Wbh Advisory Inc
|
May 09, 2025 Q1 2025 |
34,254
shares
|
$2.25 Million
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
May 12, 2025 Q1 2025 |
34,111
shares
|
$2.24 Million
0.17% of portfolio
|
Q1 2025
Reduced 3.82%
|
|
|
Adviser Investments LLC
|
May 13, 2025 Q1 2025 |
34,065
shares
|
$2.24 Million
0.03% of portfolio
|
Q1 2025
Added 11.03%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
33,974
shares
|
$2.23 Million
0.09% of portfolio
|
Q1 2025
Added 94.11%
|
|
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
Jan 03, 2024 Q4 2023 |
33,105
shares
|
$2.18 Million
0.49% of portfolio
|
Q4 2023
Reduced 41.22%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
May 02, 2025 Q1 2025 |
32,769
shares
|
$2.16 Million
0.46% of portfolio
|
Q1 2025
Added 0.62%
|
|
|
Gradient Capital Advisors, LLC
|
May 02, 2025 Q1 2025 |
31,771
shares
|
$2.09 Million
0.66% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
May 09, 2025 Q1 2025 |
31,769
shares
|
$2.09 Million
0.51% of portfolio
|
Q1 2025
Added 70.83%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Feb 14, 2025 Q4 2024 |
31,691
shares
|
$2.08 Million
1.21% of portfolio
|
Q4 2024
Reduced 7.81%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
31,335
shares
|
$2.06 Million
0.0% of portfolio
|
Q4 2024
Reduced 23.85%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
May 14, 2025 Q1 2025 |
30,820
shares
|
$2.03 Million
0.42% of portfolio
|
Q1 2025
Added 99.86%
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Apr 08, 2025 Q1 2025 |
30,805
shares
|
$2.03 Million
1.11% of portfolio
|
Q1 2025
Reduced 49.08%
|