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 |
|---|---|---|---|---|---|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
24,001
shares
|
$1.58 Million
0.02% of portfolio
|
Q1 2022
New holding
|
|
|
Global View Capital Management LLC
Waukesha, WI |
May 13, 2025 Q1 2025 |
23,957
shares
|
$1.58 Million
0.54% of portfolio
|
Q1 2025
Added 319.93%
|
|
|
Brown Miller Wealth Management, LLC
|
Apr 17, 2025 Q1 2025 |
23,707
shares
|
$1.56 Million
0.52% of portfolio
|
Q1 2025
Reduced 10.4%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
23,649
shares
|
$1.56 Million
0.02% of portfolio
|
Q1 2025
Added 24.5%
|
|
|
Bravias Capital Group, LLC
Iselin, NJ |
May 09, 2025 Q1 2025 |
23,637
shares
|
$1.55 Million
1.19% of portfolio
|
Q1 2025
Added 12.96%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
May 08, 2025 Q1 2025 |
22,863
shares
|
$1.5 Million
0.23% of portfolio
|
Q2 2024
New holding
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Mar 07, 2025 Q4 2024 |
22,773
shares
|
$1.5 Million
0.38% of portfolio
|
Q4 2024
Reduced 12.2%
|
|
|
Richard Bernstein Advisors LLC
|
Apr 29, 2025 Q1 2025 |
22,763
shares
|
$1.5 Million
0.03% of portfolio
|
Q1 2025
Reduced 17.59%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Apr 23, 2025 Q1 2025 |
22,351
shares
|
$1.47 Million
0.47% of portfolio
|
Q1 2025
Reduced 2.98%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
22,070
shares
|
$1.45 Million
0.35% of portfolio
|
Q1 2024
Added 153.56%
|
|
|
Heritage Wealth Advisors
|
May 08, 2025 Q1 2025 |
21,975
shares
|
$1.45 Million
0.07% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
21,890
shares
|
$1.44 Million
0.06% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
21,412
shares
|
$1.41 Million
0.0% of portfolio
|
Q4 2024
Added 0.87%
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Apr 22, 2025 Q1 2025 |
21,045
shares
|
$1.38 Million
1.12% of portfolio
|
Q1 2025
Added 10.72%
|
|
|
Carret Asset Management, LLC
|
Apr 22, 2025 Q1 2025 |
20,986
shares
|
$1.38 Million
0.15% of portfolio
|
Q1 2025
Reduced 0.71%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Feb 13, 2025 Q4 2024 |
20,929
shares
|
$1.38 Million
0.02% of portfolio
|
Q4 2024
Added 10.76%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
May 09, 2025 Q1 2025 |
20,718
shares
|
$1.36 Million
0.45% of portfolio
|
Q1 2025
Reduced 7.81%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Feb 13, 2025 Q4 2024 |
20,555
shares
|
$1.35 Million
0.15% of portfolio
|
Q4 2024
Reduced 1.72%
|
|
|
Petix & Botte CO
|
May 13, 2025 Q1 2025 |
20,396
shares
|
$1.34 Million
0.34% of portfolio
|
Q4 2024
Reduced 48.54%
|
|
|
Apella Capital, LLC
|
Apr 10, 2025 Q1 2025 |
20,178
shares
|
$1.33 Million
0.04% of portfolio
|
Q4 2024
Added 16.55%
|
|
|
Astoria Portfolio Advisors Llc.
|
Apr 25, 2025 Q1 2025 |
20,131
shares
|
$1.32 Million
0.48% of portfolio
|
Q1 2025
Reduced 23.43%
|
|
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
Apr 23, 2025 Q1 2025 |
20,098
shares
|
$1.32 Million
0.55% of portfolio
|
Q1 2025
New holding
|
|
|
Cx Institutional
|
Apr 15, 2025 Q1 2025 |
19,744
shares
|
$1.3 Million
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Myecfo, LLC
La Jolla, CA |
Apr 08, 2025 Q1 2025 |
19,718
shares
|
$1.3 Million
0.65% of portfolio
|
Q1 2025
Added 15.68%
|
|
|
Diligent Investors, LLC
|
Apr 10, 2025 Q1 2025 |
19,711
shares
|
$1.3 Million
0.33% of portfolio
|
Q3 2024
Reduced 0.14%
|