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 384 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 $4.79 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Smartleaf Asset Management LLC
Boston, MA |
May 02, 2024 Q1 2024 |
532
shares
|
$24,519
0.01% of portfolio
|
Q4 2023
New holding
|
|
Hbc Financial Services, Pllc
|
May 06, 2024 Q1 2024 |
511
shares
|
$23,551
0.02% of portfolio
|
Q1 2023
New holding
|
|
Financial Management Professionals, Inc.
|
Apr 16, 2024 Q1 2024 |
415
shares
|
$19,127
0.0% of portfolio
|
Q3 2023
Reduced 25.76%
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2024 Q1 2024 |
378
shares
|
$17,422
0.0% of portfolio
|
Q1 2024
Added 281.82%
|
|
Gps Wealth Strategies Group, LLC
|
Apr 30, 2024 Q1 2024 |
335
shares
|
$15,440
0.0% of portfolio
|
Q1 2023
New holding
|
|
Mcf Advisors LLC
Covington, KY |
Apr 16, 2024 Q1 2024 |
304
shares
|
$14,011
0.0% of portfolio
|
Q1 2024
New holding
|
|
Geneos Wealth Management Inc.
|
May 03, 2024 Q1 2024 |
303
shares
|
$13,965
0.0% of portfolio
|
Q1 2024
Added 17.44%
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
May 06, 2024 Q1 2024 |
300
shares
|
$13,827
0.01% of portfolio
|
Q1 2024
Reduced 42.86%
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
May 14, 2024 Q1 2024 |
277
shares
|
$12,766
0.0% of portfolio
|
Q1 2024
Added 4.53%
|
|
Main Street Group, LTD
Glen Allen, VA |
May 14, 2024 Q1 2024 |
227
shares
|
$10,462
0.0% of portfolio
|
Q4 2023
New holding
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 19, 2024 Q1 2024 |
217
shares
|
$10,001
0.0% of portfolio
|
Q3 2022
Added 9.05%
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Apr 11, 2024 Q1 2024 |
200
shares
|
$9,218
0.0% of portfolio
|
Q3 2023
Reduced 87.49%
|
|
First Financial Corp
|
Apr 12, 2024 Q1 2024 |
189
shares
|
$8,711
0.0% of portfolio
|
Q2 2023
New holding
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Apr 11, 2024 Q1 2024 |
180
shares
|
$8,296
0.01% of portfolio
|
Q4 2023
New holding
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 05, 2024 Q1 2024 |
178
shares
|
$8,204
0.0% of portfolio
|
Q3 2023
New holding
|
|
Aspire Private Capital, LLC
|
Apr 18, 2024 Q1 2024 |
174
shares
|
$8,019
0.0% of portfolio
|
Q1 2024
New holding
|
|
Archer Investment Corp
|
May 09, 2024 Q1 2024 |
155
shares
|
$7,143
0.0% of portfolio
|
Q4 2023
New holding
|
|
Bogart Wealth, LLC
|
Apr 25, 2024 Q1 2024 |
154
shares
|
$7,097
0.0% of portfolio
|
Q4 2023
Added 22.22%
|
|
Td Capital Management LLC
Memphis, TN |
May 13, 2024 Q1 2024 |
154
shares
|
$7,097
0.0% of portfolio
|
Q4 2023
New holding
|
|
Ever Source Wealth Advisors, LLC
|
Jun 11, 2024 Q1 2024 |
140
shares
|
$6,452
0.0% of portfolio
|
Q1 2024
New holding
|
|
Western Pacific Wealth Management, LP
|
May 15, 2024 Q1 2024 |
134
shares
|
$6,176
0.0% of portfolio
|
Q1 2024
New holding
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
116
shares
|
$5,346
0.0% of portfolio
|
Q3 2022
New holding
|
|
Advisor Net Financial, Inc
|
Apr 12, 2024 Q1 2024 |
104
shares
|
$4,793
0.0% of portfolio
|
Q1 2024
Reduced 49.02%
|
|
Signaturefd, LLC
Atlanta, GA |
May 03, 2024 Q1 2024 |
100
shares
|
$4,609
0.0% of portfolio
|
Q1 2023
New holding
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 15, 2024 Q1 2024 |
98
shares
|
$4,516
0.0% of portfolio
|
Q3 2023
New holding
|