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 554 institutions that hold shares in the stock, with a total of 123 Million shares, which have been reported (via 13F filing form) to have a value of $7.42 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Feb 13, 2025 Q4 2024 |
20,555
shares
|
$1.24 Million
0.15% of portfolio
|
Q4 2024
Reduced 1.72%
|
|
|
Petix & Botte CO
|
Jan 21, 2025 Q4 2024 |
20,396
shares
|
$1.23 Million
0.28% of portfolio
|
Q4 2024
Reduced 48.54%
|
|
|
Apella Capital, LLC
|
Jan 14, 2025 Q4 2024 |
20,178
shares
|
$1.21 Million
0.04% of portfolio
|
Q4 2024
Added 16.55%
|
|
|
Total Investment Management Inc
Scottsdale, AZ |
Jan 31, 2025 Q4 2024 |
19,808
shares
|
$1.19 Million
0.15% of portfolio
|
Q2 2024
Reduced 1.02%
|
|
|
Diligent Investors, LLC
|
Feb 14, 2025 Q4 2024 |
19,711
shares
|
$1.19 Million
0.26% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Feb 04, 2025 Q4 2024 |
19,475
shares
|
$1.17 Million
0.62% of portfolio
|
Q4 2024
Reduced 6.26%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
19,171
shares
|
$1.15 Million
0.66% of portfolio
|
Q4 2024
New holding
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Jan 21, 2025 Q4 2024 |
19,007
shares
|
$1.14 Million
0.78% of portfolio
|
Q4 2024
Added 18.56%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
18,995
shares
|
$1.14 Million
0.02% of portfolio
|
Q4 2024
Added 9.09%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
18,809
shares
|
$1.13 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Jan 29, 2025 Q4 2024 |
18,597
shares
|
$1.12 Million
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
18,045
shares
|
$1.09 Million
0.12% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Swmg, LLC
Fort Worth, TX |
Jan 23, 2025 Q4 2024 |
17,932
shares
|
$1.08 Million
0.39% of portfolio
|
Q4 2024
Reduced 5.91%
|
|
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
Feb 04, 2025 Q4 2024 |
17,918
shares
|
$1.08 Million
0.8% of portfolio
|
Q4 2024
New holding
|
|
|
Black Diamond Wealth Management Inc.
|
Feb 10, 2025 Q4 2024 |
17,798
shares
|
$1.07 Million
0.64% of portfolio
|
Q4 2024
Added 34.88%
|
|
|
Mayflower Financial Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
17,524
shares
|
$1.05 Million
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
17,502
shares
|
$1.05 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Kendall Capital Management
|
Feb 07, 2025 Q4 2024 |
17,347
shares
|
$1.04 Million
0.27% of portfolio
|
Q4 2024
Reduced 6.83%
|
|
|
Tableaux LLC
Stockbridge, MA |
Mar 14, 2025 Q4 2024 |
17,342
shares
|
$1.04 Million
0.75% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
17,240
shares
|
$1.04 Million
0.01% of portfolio
|
Q4 2024
Reduced 6.46%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Feb 14, 2025 Q4 2024 |
17,079
shares
|
$1.03 Million
0.02% of portfolio
|
Q4 2024
Added 9.71%
|
|
|
Myecfo, LLC
La Jolla, CA |
Jan 13, 2025 Q4 2024 |
17,045
shares
|
$1.03 Million
0.48% of portfolio
|
Q4 2024
Added 12.1%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Feb 18, 2025 Q4 2024 |
16,541
shares
|
$995,271
0.06% of portfolio
|
Q4 2024
Added 29.41%
|
|
|
Copia Wealth Management
Bend, OR |
Mar 06, 2025 Q4 2024 |
16,470
shares
|
$990,999
0.81% of portfolio
|
Q4 2024
New holding
|
|
|
Paladin Wealth, LLC
Arden Hills, MN |
Jan 29, 2025 Q4 2024 |
16,274
shares
|
$979,206
0.73% of portfolio
|
Q4 2024
Reduced 3.47%
|