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 483 institutions that hold shares in the stock, with a total of 122 Million shares, which have been reported (via 13F filing form) to have a value of $6.34 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
West End Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
4,717
shares
|
$245,614
0.01% of portfolio
|
Q3 2024
Reduced 1.15%
|
|
|
Victory Capital Management Inc
|
Nov 05, 2024 Q3 2024 |
4,717
shares
|
$245,614
0.0% of portfolio
|
Q3 2024
Reduced 1.15%
|
|
|
Community Bank, N.A.
|
Nov 14, 2024 Q3 2024 |
4,532
shares
|
$235,981
0.03% of portfolio
|
Q3 2024
Reduced 2.73%
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
4,518
shares
|
$235,252
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
4,467
shares
|
$232,596
0.02% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Nov 08, 2024 Q3 2024 |
4,434
shares
|
$230,878
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
4,407
shares
|
$229,472
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Selective Wealth Management, Inc.
|
Oct 09, 2024 Q3 2024 |
4,368
shares
|
$227,441
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Oct 11, 2024 Q3 2024 |
4,318
shares
|
$224,838
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
4,245
shares
|
$221,037
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
First National Trust CO
|
Nov 05, 2024 Q3 2024 |
4,240
shares
|
$220,776
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Bka Wealth Consulting, Inc.
|
Oct 08, 2024 Q3 2024 |
4,237
shares
|
$220,620
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Seven Post Investment Office LP
San Francisco, CA |
Oct 31, 2024 Q3 2024 |
4,235
shares
|
$220,516
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Secure Asset Management, LLC
|
Oct 16, 2024 Q3 2024 |
4,099
shares
|
$213,434
0.04% of portfolio
|
Q3 2024
Reduced 5.57%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2024 Q3 2024 |
4,078
shares
|
$212,341
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Noesis Capital Mangement Corp
|
Nov 14, 2024 Q3 2024 |
4,044
shares
|
$210,571
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Motiv8 Investments LLC
Port St. Lucie, FL |
Oct 24, 2024 Q3 2024 |
4,007
shares
|
$208,644
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
3,997
shares
|
$208,123
0.0% of portfolio
|
Q3 2024
Reduced 10.48%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2024 Q3 2024 |
3,987
shares
|
$207,603
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
3,985
shares
|
$207,498
0.04% of portfolio
|
Q3 2023
Added 407.64%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2024 Q3 2024 |
3,976
shares
|
$207,030
0.03% of portfolio
|
Q3 2024
Added 16.16%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Nov 13, 2024 Q3 2024 |
3,957
shares
|
$206,040
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Fundamentun, LLC
Beachwood, OH |
Oct 17, 2024 Q3 2024 |
3,874
shares
|
$201,719
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Exchange Traded Concepts, LLC
|
Oct 10, 2024 Q3 2024 |
3,125
shares
|
$162,718
0.0% of portfolio
|
Q3 2024
Added 7.2%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Nov 05, 2024 Q3 2024 |
2,821
shares
|
$146,889
0.06% of portfolio
|
Q3 2024
Added 97.13%
|