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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Nwam LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
19,461
shares
|
$1.28 Million
0.11% of portfolio
|
Q1 2025
Added 39.69%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
19,075
shares
|
$1.25 Million
0.05% of portfolio
|
Q1 2025
Added 57.27%
|
|
|
Amg National Trust Bank
|
May 05, 2025 Q1 2025 |
19,070
shares
|
$1.25 Million
0.03% of portfolio
|
Q1 2025
Added 200.79%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
18,809
shares
|
$1.24 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
S. R. Schill & Associates
Mercer Island, WA |
Apr 18, 2025 Q1 2025 |
18,743
shares
|
$1.23 Million
0.93% of portfolio
|
Q1 2025
New holding
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
18,724
shares
|
$1.23 Million
0.0% of portfolio
|
Q1 2025
Added 99.4%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
May 05, 2025 Q1 2025 |
18,561
shares
|
$1.22 Million
0.2% of portfolio
|
Q1 2025
Added 35.82%
|
|
|
M1 Capital Management LLC
Bloomfield Hills, MI |
May 06, 2025 Q1 2025 |
18,467
shares
|
$1.21 Million
0.71% of portfolio
|
Q1 2025
New holding
|
|
|
Theory Financial LLC
Fort Collins, CO |
May 02, 2025 Q1 2025 |
18,422
shares
|
$1.21 Million
0.5% of portfolio
|
Q1 2025
Added 95.11%
|
|
|
Kendall Capital Management
|
Apr 25, 2025 Q1 2025 |
18,237
shares
|
$1.2 Million
0.34% of portfolio
|
Q1 2025
Added 5.13%
|
|
|
Matrix Trust CO
|
Apr 10, 2025 Q1 2025 |
18,188
shares
|
$1.2 Million
0.19% of portfolio
|
Q1 2025
Added 282.42%
|
|
|
Thrive Capital Management, LLC
Fort Washington, PA |
Apr 30, 2025 Q1 2025 |
18,146
shares
|
$1.19 Million
0.51% of portfolio
|
Q1 2025
Reduced 33.76%
|
|
|
Prosperity Consulting Group, LLC
|
May 07, 2025 Q1 2025 |
17,633
shares
|
$1.16 Million
0.09% of portfolio
|
Q1 2025
Reduced 16.75%
|
|
|
Pecaut & Co.
|
May 02, 2025 Q1 2025 |
17,604
shares
|
$1.16 Million
0.39% of portfolio
|
Q1 2025
Added 54.91%
|
|
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
Apr 15, 2025 Q1 2025 |
17,501
shares
|
$1.15 Million
0.89% of portfolio
|
Q1 2025
Reduced 2.33%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Feb 14, 2025 Q4 2024 |
17,079
shares
|
$1.12 Million
0.02% of portfolio
|
Q4 2024
Added 9.71%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Apr 16, 2025 Q1 2025 |
16,804
shares
|
$1.11 Million
0.14% of portfolio
|
Q1 2025
Added 50.3%
|
|
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
Apr 11, 2025 Q1 2025 |
16,604
shares
|
$1.09 Million
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
16,575
shares
|
$1.09 Million
0.0% of portfolio
|
Q1 2025
Added 5.85%
|
|
|
Copia Wealth Management
Bend, OR |
Apr 17, 2025 Q1 2025 |
16,550
shares
|
$1.09 Million
0.95% of portfolio
|
Q1 2025
Added 0.49%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Feb 18, 2025 Q4 2024 |
16,541
shares
|
$1.09 Million
0.06% of portfolio
|
Q4 2024
Added 29.41%
|