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 554 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 $7.42 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Amg National Trust Bank
|
Feb 06, 2025 Q4 2024 |
6,340
shares
|
$381,477
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
6,329
shares
|
$380,815
0.01% of portfolio
|
Q4 2024
Added 4.51%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
6,210
shares
|
$373,655
0.0% of portfolio
|
Q4 2024
Reduced 15.65%
|
|
|
Lee Financial CO
Dallas, TX |
Jan 30, 2025 Q4 2024 |
6,188
shares
|
$372,331
0.05% of portfolio
|
Q1 2023
New holding
|
|
|
Sound View Wealth Advisors Group, LLC
|
Feb 07, 2025 Q4 2024 |
6,105
shares
|
$367,337
0.03% of portfolio
|
Q1 2024
Reduced 1.44%
|
|
|
Mc Adam, LLC
|
Jan 24, 2025 Q4 2024 |
6,036
shares
|
$363,186
0.02% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Access Investment Management LLC
Atlanta, GA |
Feb 04, 2025 Q4 2024 |
6,020
shares
|
$362,223
0.1% of portfolio
|
Q2 2024
Added 12.1%
|
|
|
Birch Capital Management, LLC
|
Jan 07, 2025 Q4 2024 |
6,012
shares
|
$361,742
0.16% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
5,822
shares
|
$350,309
0.3% of portfolio
|
Q4 2024
Reduced 0.38%
|
|
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
Feb 03, 2025 Q4 2024 |
5,720
shares
|
$344,172
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Global View Capital Management LLC
Waukesha, WI |
Feb 07, 2025 Q4 2024 |
5,705
shares
|
$343,269
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Heritage Investors Management Corp
|
Feb 04, 2025 Q4 2024 |
5,685
shares
|
$342,066
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Wealth Management Solutions, LLC
|
Oct 25, 2023 Q3 2023 |
5,633
shares
|
$338,937
0.14% of portfolio
|
Q3 2023
Reduced 30.55%
|
|
|
Appleton Partners Inc
|
Jan 28, 2025 Q4 2024 |
5,584
shares
|
$335,989
0.02% of portfolio
|
Q4 2024
Reduced 2.62%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
5,579
shares
|
$335,688
0.02% of portfolio
|
Q4 2024
Reduced 62.79%
|
|
|
Avidian Wealth Solutions, LLC
|
Jan 29, 2025 Q4 2024 |
5,502
shares
|
$331,055
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Feb 13, 2025 Q4 2024 |
5,461
shares
|
$328,588
0.03% of portfolio
|
Q3 2024
Reduced 8.39%
|
|
|
Shore Haven Wealth Partners, LLC
|
Jan 29, 2025 Q4 2024 |
5,450
shares
|
$327,926
0.14% of portfolio
|
Q4 2024
Reduced 2.71%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jan 22, 2025 Q4 2024 |
5,393
shares
|
$324,496
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 13, 2025 Q4 2024 |
5,354
shares
|
$322,150
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
5,037
shares
|
$303,076
0.0% of portfolio
|
Q4 2024
Reduced 5.14%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Jan 29, 2025 Q4 2024 |
4,996
shares
|
$300,609
0.1% of portfolio
|
Q4 2024
Reduced 94.5%
|
|
|
N.E.W. Advisory Services LLC
|
Jan 23, 2025 Q4 2024 |
4,937
shares
|
$297,059
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
4,875
shares
|
$293,328
0.0% of portfolio
|
Q3 2022
Reduced 9.3%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Jan 22, 2025 Q4 2024 |
4,836
shares
|
$290,982
0.02% of portfolio
|
Q4 2024
New holding
|