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 |
---|---|---|---|---|---|
Mutual Advisors, LLC
Casper, WY |
May 02, 2024 Q1 2024 |
8,426
shares
|
$389,281
0.01% of portfolio
|
Q1 2024
Reduced 44.29%
|
|
International Private Wealth Advisors LLC
San Diego, CA |
May 10, 2024 Q1 2024 |
8,376
shares
|
$386,971
0.71% of portfolio
|
Q1 2024
New holding
|
|
Spire Wealth Management
|
Apr 24, 2024 Q1 2024 |
8,097
shares
|
$374,081
0.01% of portfolio
|
Q1 2024
Added 66.23%
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
7,549
shares
|
$348,763
0.02% of portfolio
|
Q4 2023
Reduced 10.4%
|
|
Principal Securities, Inc.
Des Moines, IA |
May 10, 2024 Q1 2024 |
7,394
shares
|
$341,602
0.01% of portfolio
|
Q1 2024
Reduced 27.67%
|
|
First Heartland Consultants, Inc.
|
May 07, 2024 Q1 2024 |
7,234
shares
|
$334,210
0.03% of portfolio
|
Q1 2024
Reduced 4.3%
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
7,101
shares
|
$328,066
0.05% of portfolio
|
Q3 2023
Reduced 0.85%
|
|
Patten Group, Inc.
|
Apr 17, 2024 Q1 2024 |
6,900
shares
|
$318,780
0.08% of portfolio
|
Q1 2024
Added 23.92%
|
|
Private Trust CO Na
|
Apr 24, 2024 Q1 2024 |
6,894
shares
|
$318,502
0.03% of portfolio
|
Q1 2024
Added 40.87%
|
|
Richardson Financial Services Inc.
Medway, MA |
May 03, 2024 Q1 2024 |
6,848
shares
|
$316,377
0.21% of portfolio
|
Q1 2024
Added 9.29%
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Apr 15, 2024 Q1 2024 |
6,721
shares
|
$310,510
0.04% of portfolio
|
Q1 2024
Added 15.34%
|
|
Shore Haven Wealth Partners, LLC
|
May 02, 2024 Q1 2024 |
6,591
shares
|
$304,504
0.16% of portfolio
|
Q1 2024
Reduced 2.82%
|
|
Ci Private Wealth, LLC
Miami, FL |
May 09, 2024 Q1 2024 |
6,567
shares
|
$303,395
0.0% of portfolio
|
Q1 2024
Reduced 49.59%
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Apr 18, 2024 Q1 2024 |
6,565
shares
|
$303,303
0.16% of portfolio
|
Q1 2024
New holding
|
|
Mather Group, Llc.
Chicago, IL |
Apr 08, 2024 Q1 2024 |
6,532
shares
|
$301,778
0.0% of portfolio
|
Q1 2024
Reduced 12.46%
|
|
Appleton Partners Inc
|
Jul 02, 2024 Q2 2024 |
6,459
shares
|
$298,405
0.02% of portfolio
|
Q2 2024
Reduced 4.44%
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
May 14, 2024 Q1 2024 |
6,350
shares
|
$293,370
0.01% of portfolio
|
Q1 2024
Reduced 33.41%
|
|
Lee Financial CO
Dallas, TX |
May 15, 2024 Q1 2024 |
6,188
shares
|
$285,885
0.05% of portfolio
|
Q1 2023
New holding
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2024 Q1 2024 |
6,120
shares
|
$282,744
0.01% of portfolio
|
Q1 2024
New holding
|
|
Sound View Wealth Advisors Group, LLC
|
May 09, 2024 Q1 2024 |
6,105
shares
|
$282,051
0.03% of portfolio
|
Q1 2024
Reduced 1.44%
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Apr 25, 2024 Q1 2024 |
6,056
shares
|
$279,787
0.02% of portfolio
|
Q1 2024
Added 14.29%
|
|
Mc Adam, LLC
|
Apr 23, 2024 Q1 2024 |
6,039
shares
|
$279,001
0.02% of portfolio
|
Q1 2024
Reduced 1.76%
|
|
Birch Capital Management, LLC
|
Apr 11, 2024 Q1 2024 |
6,013
shares
|
$277,800
0.14% of portfolio
|
Q1 2024
Added 70.2%
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 15, 2024 Q1 2024 |
5,961
shares
|
$275,398
0.03% of portfolio
|
Q4 2020
Reduced 5.25%
|
|
Belpointe Asset Management LLC
|
May 08, 2024 Q1 2024 |
5,959
shares
|
$275,305
0.02% of portfolio
|
Q1 2024
Reduced 7.41%
|