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 |
|---|---|---|---|---|---|
|
Cambridge Associates LLC
Boston, MA |
Feb 12, 2025 Q4 2024 |
30,631
shares
|
$2.01 Million
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
30,503
shares
|
$2.01 Million
0.01% of portfolio
|
Q4 2024
Reduced 31.52%
|
|
|
Black Diamond Wealth Management Inc.
|
May 13, 2025 Q1 2025 |
29,919
shares
|
$1.97 Million
1.53% of portfolio
|
Q1 2025
Added 68.1%
|
|
|
Gamma Investing LLC
Foster City, CA |
Apr 07, 2025 Q1 2025 |
29,460
shares
|
$1.94 Million
0.0% of portfolio
|
Q1 2025
Reduced 98.38%
|
|
|
Capital Management Associates, Inc
Minneapolis, MN |
Apr 29, 2025 Q1 2025 |
29,450
shares
|
$1.94 Million
0.41% of portfolio
|
Q1 2025
Added 106.3%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
29,395
shares
|
$1.93 Million
0.13% of portfolio
|
Q2 2023
Reduced 0.43%
|
|
|
Brown Financial Advisors
Milford, OH |
May 12, 2025 Q1 2025 |
28,931
shares
|
$1.9 Million
0.74% of portfolio
|
Q1 2025
Reduced 3.61%
|
|
|
Leo Wealth, LLC
Hurst, TX |
May 02, 2025 Q1 2025 |
28,908
shares
|
$1.9 Million
0.26% of portfolio
|
Q1 2025
Reduced 16.74%
|
|
|
Forbes J M & CO LLP
|
May 06, 2025 Q1 2025 |
28,711
shares
|
$1.89 Million
0.18% of portfolio
|
Q2 2023
New holding
|
|
|
Robinson Value Management, Ltd.
San Antonio, TX |
May 07, 2025 Q1 2025 |
27,767
shares
|
$1.83 Million
1.22% of portfolio
|
Q1 2025
Added 5.21%
|
|
|
Sargent Investment Group, LLC
|
May 05, 2025 Q1 2025 |
27,730
shares
|
$1.82 Million
0.28% of portfolio
|
Q1 2025
Added 20.49%
|
|
|
Aspetuck Financial Management LLC
Westport, CT |
Apr 23, 2025 Q1 2025 |
27,189
shares
|
$1.79 Million
1.45% of portfolio
|
Q4 2024
Added 3.4%
|
|
|
Pds Planning, Inc
|
Apr 23, 2025 Q1 2025 |
26,930
shares
|
$1.77 Million
0.14% of portfolio
|
Q1 2025
Reduced 0.45%
|
|
|
Intrua Financial, LLC
Houston, TX |
Feb 13, 2025 Q2 2023 |
26,341
shares
|
$1.73 Million
0.17% of portfolio
|
Q2 2023
Reduced 29.18%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
May 13, 2025 Q1 2025 |
26,067
shares
|
$1.71 Million
0.03% of portfolio
|
Q2 2024
Reduced 1.49%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
25,541
shares
|
$1.68 Million
0.04% of portfolio
|
Q4 2024
Added 38.02%
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
25,500
shares
|
$1.68 Million
0.04% of portfolio
|
Q1 2022
New holding
|
|
|
Biltmore Family Office, LLC
|
May 12, 2025 Q1 2025 |
25,126
shares
|
$1.65 Million
0.28% of portfolio
|
Q1 2025
New holding
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
24,742
shares
|
$1.63 Million
0.05% of portfolio
|
Q1 2025
Added 608.53%
|
|
|
One Charles Private Wealth Services, LLC
|
May 08, 2025 Q1 2025 |
24,687
shares
|
$1.62 Million
0.53% of portfolio
|
Q1 2025
Added 1.16%
|
|
|
Tradition Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
24,394
shares
|
$1.6 Million
0.14% of portfolio
|
Q1 2025
Added 89.45%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Apr 21, 2025 Q1 2025 |
24,289
shares
|
$1.6 Million
1.36% of portfolio
|
Q1 2025
Added 26.7%
|
|
|
Valicenti Advisory Services Inc
|
Apr 23, 2025 Q1 2025 |
24,221
shares
|
$1.59 Million
0.39% of portfolio
|
Q1 2025
Reduced 14.7%
|
|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
Apr 23, 2025 Q1 2025 |
24,202
shares
|
$1.59 Million
0.47% of portfolio
|
Q1 2025
Reduced 3.59%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Feb 10, 2025 Q4 2024 |
24,013
shares
|
$1.58 Million
0.52% of portfolio
|
Q4 2024
Added 8.17%
|