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 |
|---|---|---|---|---|---|
|
Spectrum Planning & Advisory Services Inc.
|
Jan 22, 2025 Q4 2024 |
13,026
shares
|
$783,774
0.6% of portfolio
|
Q4 2024
New holding
|
|
|
Tradition Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
12,876
shares
|
$774,748
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
Jan 24, 2025 Q4 2024 |
12,800
shares
|
$770,176
0.02% of portfolio
|
Q4 2024
Reduced 44.59%
|
|
|
Maia Wealth LLC
Denver, CO |
Feb 05, 2025 Q4 2024 |
12,701
shares
|
$764,219
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Feb 14, 2025 Q4 2024 |
12,674
shares
|
$762,594
0.03% of portfolio
|
Q4 2024
Reduced 1.22%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
12,618
shares
|
$759,225
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Destiny Capital Corp/Co
Golden, CO |
Jan 31, 2025 Q4 2024 |
12,502
shares
|
$752,245
0.39% of portfolio
|
Q3 2024
Reduced 2.27%
|
|
|
Destiny Capital Securities Corporation
Golden, CO |
Nov 13, 2023 Q3 2023 |
12,310
shares
|
$740,692
0.37% of portfolio
|
Q3 2023
New holding
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
12,262
shares
|
$737,804
0.23% of portfolio
|
Q3 2024
Added 11.3%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
12,129
shares
|
$729,801
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
12,066
shares
|
$726,011
0.02% of portfolio
|
Q4 2024
Added 53.55%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Feb 13, 2025 Q4 2024 |
12,020
shares
|
$723,243
0.2% of portfolio
|
Q1 2024
Closed
|
|
|
Vista Wealth Management Group, LLC
|
Jan 27, 2025 Q4 2024 |
12,000
shares
|
$722,040
0.04% of portfolio
|
Q1 2022
New holding
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
11,944
shares
|
$718,670
0.01% of portfolio
|
Q2 2023
Added 0.42%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
11,921
shares
|
$717,286
0.07% of portfolio
|
Q4 2022
Added 19.01%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Jan 27, 2025 Q4 2024 |
11,695
shares
|
$703,688
0.27% of portfolio
|
Q3 2024
New holding
|
|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
11,495
shares
|
$691,654
0.0% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jan 27, 2025 Q4 2024 |
11,404
shares
|
$686,178
0.04% of portfolio
|
Q4 2024
Added 194.37%
|
|
|
Pecaut & Co.
|
Feb 11, 2025 Q4 2024 |
11,364
shares
|
$683,771
0.21% of portfolio
|
Q4 2024
Added 8.47%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Jan 15, 2025 Q4 2024 |
11,180
shares
|
$672,700
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Weil Company, Inc.
|
Feb 04, 2025 Q4 2024 |
11,055
shares
|
$665,179
0.21% of portfolio
|
Q4 2024
Reduced 3.48%
|
|
|
Choate Investment Advisors
Boston, MA |
Feb 10, 2025 Q4 2024 |
11,028
shares
|
$663,554
0.01% of portfolio
|
Q1 2024
Reduced 57.19%
|
|
|
Washington Trust CO
|
Jan 30, 2025 Q4 2024 |
10,972
shares
|
$660,185
0.02% of portfolio
|
Q4 2024
Reduced 17.65%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
10,881
shares
|
$654,709
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Sage Mountain Advisors LLC
|
Feb 07, 2025 Q4 2024 |
10,830
shares
|
$651,641
0.04% of portfolio
|
Q2 2024
New holding
|