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 385 institutions that hold shares in the stock, with a total of 104 Million shares, which have been reported (via 13F filing form) to have a value of $4.8 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Destiny Capital Securities Corporation
Golden, CO |
Nov 13, 2023 Q3 2023 |
12,310
shares
|
$568,722
0.37% of portfolio
|
Q3 2023
New holding
|
|
Vista Wealth Management Group, LLC
|
Apr 29, 2024 Q1 2024 |
12,000
shares
|
$554,400
0.04% of portfolio
|
Q1 2022
New holding
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
11,944
shares
|
$551,812
0.01% of portfolio
|
Q2 2023
Added 0.42%
|
|
Weil Company, Inc.
|
May 02, 2024 Q1 2024 |
11,943
shares
|
$551,766
0.22% of portfolio
|
Q4 2022
Added 4.74%
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
11,921
shares
|
$550,750
0.07% of portfolio
|
Q4 2022
Added 19.01%
|
|
Betterment LLC
New York, NY |
May 10, 2024 Q1 2024 |
11,326
shares
|
$523,261
0.0% of portfolio
|
Q1 2024
Added 8.9%
|
|
Washington Trust CO
|
Apr 23, 2024 Q1 2024 |
11,203
shares
|
$517,578
0.02% of portfolio
|
Q1 2024
Reduced 2.82%
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 10, 2024 Q1 2024 |
11,162
shares
|
$515,684
0.0% of portfolio
|
Q1 2024
Reduced 0.12%
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
May 13, 2024 Q1 2024 |
11,060
shares
|
$510,972
0.04% of portfolio
|
Q1 2024
Added 5.46%
|
|
Choate Investment Advisors
Boston, MA |
May 07, 2024 Q1 2024 |
11,028
shares
|
$509,493
0.01% of portfolio
|
Q1 2024
Reduced 57.19%
|
|
Kestra Advisory Services, LLC
|
May 15, 2024 Q1 2024 |
10,847
shares
|
$501,131
0.0% of portfolio
|
Q1 2024
Reduced 65.01%
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 13, 2024 Q1 2024 |
10,750
shares
|
$496,650
0.0% of portfolio
|
Q4 2023
New holding
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
10,750
shares
|
$496,650
0.0% of portfolio
|
Q3 2023
New holding
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 14, 2024 Q1 2024 |
10,737
shares
|
$496,049
0.01% of portfolio
|
Q1 2024
New holding
|
|
Independent Advisor Alliance
|
May 08, 2024 Q1 2024 |
10,428
shares
|
$481,773
0.02% of portfolio
|
Q1 2024
Reduced 44.66%
|
|
Carmichael Hill & Associates, Inc.
|
Apr 24, 2024 Q1 2024 |
10,364
shares
|
$478,816
0.18% of portfolio
|
Q1 2024
Added 3.84%
|
|
Pecaut & Co.
|
May 07, 2024 Q1 2024 |
10,355
shares
|
$478,401
0.18% of portfolio
|
Q2 2023
Reduced 4.96%
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2024 Q1 2024 |
10,120
shares
|
$467,544
0.02% of portfolio
|
Q1 2024
Added 2.57%
|
|
Pds Planning, Inc
|
May 01, 2024 Q1 2024 |
9,991
shares
|
$461,584
0.05% of portfolio
|
Q1 2024
Added 2.22%
|
|
Laidlaw Wealth Management LLC
New York City, NY |
May 15, 2024 Q1 2024 |
9,674
shares
|
$446,938
0.25% of portfolio
|
Q1 2024
Added 10.59%
|
|
Segment Wealth Management, LLC
|
Apr 24, 2024 Q1 2024 |
9,500
shares
|
$438,900
0.03% of portfolio
|
Q2 2023
Reduced 12.44%
|
|
Park Avenue Securities LLC
|
Apr 10, 2024 Q1 2024 |
9,457
shares
|
$436,913
0.01% of portfolio
|
Q1 2024
Reduced 27.52%
|
|
Middleton & CO Inc
|
May 14, 2024 Q1 2024 |
9,151
shares
|
$422,776
0.05% of portfolio
|
Q1 2024
New holding
|
|
Smith Anglin Financial, LLC
|
Apr 24, 2024 Q1 2024 |
9,030
shares
|
$417,186
0.04% of portfolio
|
Q1 2024
Added 3.18%
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
8,652
shares
|
$399,722
0.19% of portfolio
|
Q4 2023
Reduced 0.4%
|