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 548 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 $7.03 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of Marin
Novato, CA |
Feb 10, 2025 Q4 2024 |
10,434
shares
|
$596,511
0.44% of portfolio
|
Q4 2024
Reduced 9.06%
|
|
|
New York Life Investment Management LLC
New York, NY |
Feb 04, 2025 Q4 2024 |
10,366
shares
|
$592,624
0.01% of portfolio
|
Q4 2024
Reduced 88.05%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Feb 18, 2025 Q4 2024 |
10,300
shares
|
$588,851
0.09% of portfolio
|
Q4 2024
Reduced 25.5%
|
|
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
Feb 14, 2025 Q4 2024 |
10,258
shares
|
$586,449
0.53% of portfolio
|
Q4 2024
New holding
|
|
|
Laidlaw Wealth Management LLC
New York City, NY |
Jan 31, 2025 Q4 2024 |
10,135
shares
|
$579,417
0.2% of portfolio
|
Q4 2024
Reduced 1.01%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jan 14, 2025 Q4 2024 |
10,080
shares
|
$576,273
0.12% of portfolio
|
Q4 2024
Added 5.51%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
9,820
shares
|
$561,409
0.03% of portfolio
|
Q4 2024
Reduced 41.08%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Feb 10, 2025 Q4 2024 |
9,735
shares
|
$556,549
0.01% of portfolio
|
Q4 2024
Reduced 16.97%
|
|
|
Segment Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
9,500
shares
|
$543,115
0.03% of portfolio
|
Q2 2023
Reduced 12.44%
|
|
|
Indiana Trust & Investment Management CO
|
Jan 29, 2025 Q4 2024 |
9,500
shares
|
$543,115
0.17% of portfolio
|
Q4 2024
Added 375.0%
|
|
|
Theory Financial LLC
Fort Collins, CO |
Feb 03, 2025 Q4 2024 |
9,442
shares
|
$539,799
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
9,393
shares
|
$536,997
0.01% of portfolio
|
Q4 2024
Added 97.75%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
9,390
shares
|
$536,826
0.0% of portfolio
|
Q4 2024
Reduced 58.18%
|
|
|
Apeiron Ria LLC
|
Jan 17, 2025 Q4 2024 |
9,317
shares
|
$532,652
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Feb 10, 2025 Q4 2024 |
9,304
shares
|
$531,909
0.19% of portfolio
|
Q4 2024
Added 229.81%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Feb 06, 2025 Q4 2024 |
9,300
shares
|
$531,681
0.04% of portfolio
|
Q3 2024
Added 11.3%
|
|
|
Middleton & CO Inc
|
Feb 05, 2025 Q4 2024 |
9,151
shares
|
$523,162
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
9,094
shares
|
$519,903
0.0% of portfolio
|
Q4 2024
Added 2.91%
|
|
|
Ifg Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
9,001
shares
|
$514,587
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
8,923
shares
|
$510,127
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
8,652
shares
|
$494,634
0.19% of portfolio
|
Q4 2023
Reduced 0.4%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
8,488
shares
|
$485,258
0.04% of portfolio
|
Q4 2024
Added 77.68%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jan 13, 2025 Q4 2024 |
8,346
shares
|
$477,140
0.06% of portfolio
|
Q4 2024
Reduced 3.43%
|
|
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
Feb 13, 2025 Q4 2024 |
8,322
shares
|
$475,768
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 23, 2025 Q4 2024 |
8,275
shares
|
$473,081
0.07% of portfolio
|
Q4 2024
New holding
|