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 |
---|---|---|---|---|---|
Heritage Wealth Advisors
|
May 08, 2024 Q1 2024 |
2,200
shares
|
$101,640
0.0% of portfolio
|
Q1 2024
Reduced 74.95%
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
May 13, 2024 Q1 2024 |
2,063
shares
|
$95,310
0.04% of portfolio
|
Q3 2023
Added 471.47%
|
|
Bfsg, LLC
|
Apr 23, 2024 Q1 2024 |
1,877
shares
|
$86,717
0.01% of portfolio
|
Q4 2023
New holding
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 16, 2024 Q4 2023 |
1,846
shares
|
$85,285
0.0% of portfolio
|
Q4 2023
Added 0.54%
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Apr 11, 2024 Q1 2024 |
1,605
shares
|
$74,151
0.05% of portfolio
|
Q1 2024
Added 64.45%
|
|
National Bank Of Canada
|
May 13, 2024 Q1 2024 |
1,479
shares
|
$68,329
0.0% of portfolio
|
Q1 2024
Added 12.73%
|
|
Cwm, LLC
|
Apr 05, 2024 Q1 2024 |
1,330
shares
|
$61,446
0.0% of portfolio
|
Q1 2024
Added 4650.0%
|
|
Hartford Financial Management Inc.
|
Apr 24, 2024 Q1 2024 |
1,312
shares
|
$60,614
0.01% of portfolio
|
Q4 2023
New holding
|
|
Global Retirement Partners, LLC
|
Apr 23, 2024 Q1 2024 |
1,251
shares
|
$57,796
0.0% of portfolio
|
Q1 2024
Reduced 93.56%
|
|
Exchange Traded Concepts, LLC
|
Apr 15, 2024 Q1 2024 |
1,242
shares
|
$57,380
0.0% of portfolio
|
Q1 2024
New holding
|
|
Hollencrest Capital Management
|
May 01, 2024 Q1 2024 |
1,210
shares
|
$55,902
0.0% of portfolio
|
Q2 2023
Added 4.4%
|
|
Palisade Asset Management, LLC
|
May 01, 2024 Q1 2024 |
1,127
shares
|
$52,067
0.0% of portfolio
|
Q1 2024
New holding
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
1,068
shares
|
$49,341
0.06% of portfolio
|
Q3 2022
New holding
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 14, 2024 Q1 2024 |
1,018
shares
|
$47,031
0.0% of portfolio
|
Q1 2024
Added 69.95%
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
May 14, 2024 Q1 2024 |
1,000
shares
|
$46,200
0.0% of portfolio
|
Q1 2024
New holding
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
May 01, 2024 Q1 2024 |
988
shares
|
$45,645
0.02% of portfolio
|
Q1 2024
New holding
|
|
Northwest Capital Management Inc
|
Apr 09, 2024 Q1 2024 |
850
shares
|
$39,270
0.01% of portfolio
|
Q1 2024
New holding
|
|
Key F Inancial Inc
|
May 13, 2024 Q1 2024 |
837
shares
|
$38,669
0.01% of portfolio
|
Q2 2022
New holding
|
|
Parkside Financial Bank & Trust
|
May 01, 2024 Q1 2024 |
808
shares
|
$37,329
0.01% of portfolio
|
Q1 2024
Reduced 1.1%
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
804
shares
|
$37,144
0.0% of portfolio
|
Q2 2023
New holding
|
|
Caitlin John, LLC
Brighton, MI |
Feb 14, 2024 Q4 2023 |
788
shares
|
$36,405
0.03% of portfolio
|
Q4 2023
New holding
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
735
shares
|
$33,957
0.01% of portfolio
|
Q4 2023
New holding
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
May 15, 2024 Q1 2024 |
662
shares
|
$30,584
0.0% of portfolio
|
Q2 2023
Reduced 6.76%
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
655
shares
|
$30,261
0.01% of portfolio
|
Q1 2023
New holding
|
|
Sandy Spring Bank
|
May 08, 2024 Q1 2024 |
546
shares
|
$25,225
0.0% of portfolio
|
Q1 2024
Added 565.85%
|