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 |
---|---|---|---|---|---|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
884,293
shares
|
$40.8 Million
0.01% of portfolio
|
Q1 2024
Reduced 3.29%
|
|
American Investment Services, Inc.
|
May 13, 2024 Q1 2024 |
862,232
shares
|
$39.7 Million
6.86% of portfolio
|
Q1 2024
Added 0.95%
|
|
Great Valley Advisor Group, Inc.
|
May 03, 2024 Q1 2024 |
840,541
shares
|
$38.7 Million
1.16% of portfolio
|
Q1 2024
Added 30.86%
|
|
Cohen & Steers, Inc.
New York, NY |
May 15, 2024 Q1 2024 |
707,253
shares
|
$32.6 Million
0.07% of portfolio
|
Q1 2024
Reduced 28.06%
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
665,505
shares
|
$30.7 Million
0.01% of portfolio
|
Q1 2024
Reduced 1.11%
|
|
Van Eck Associates Corp
|
Apr 30, 2024 Q1 2024 |
659,993
shares
|
$30.4 Million
0.05% of portfolio
|
Q1 2024
Added 10912.73%
|
|
Nepc LLC
Boston, MA |
May 21, 2024 Q1 2024 |
659,345
shares
|
$30.4 Million
1.0% of portfolio
|
Q1 2024
Added 72.66%
|
|
Capital Planning Advisors, LLC
Sacramento, CA |
May 15, 2024 Q1 2024 |
650,684
shares
|
$30 Million
5.16% of portfolio
|
Q1 2024
Added 4.96%
|
|
Confluence Investment Management LLC
|
Apr 01, 2024 Q1 2024 |
615,603
shares
|
$28.4 Million
0.38% of portfolio
|
Q1 2024
Reduced 8.4%
|
|
Burt Wealth Advisors
|
Apr 18, 2024 Q1 2024 |
596,264
shares
|
$27.5 Million
6.68% of portfolio
|
Q1 2024
Added 6.69%
|
|
Pineridge Advisors LLC
St. Charles, MO |
May 16, 2024 Q1 2024 |
582,605
shares
|
$26.9 Million
9.03% of portfolio
|
Q1 2024
Reduced 1.5%
|
|
Sei Investments CO
Oaks, PA |
May 07, 2024 Q1 2024 |
570,572
shares
|
$26.3 Million
0.04% of portfolio
|
Q1 2024
Added 173.72%
|
|
Mbl Wealth, LLC
Charlotte, NC |
Apr 22, 2024 Q1 2024 |
567,414
shares
|
$26.2 Million
3.01% of portfolio
|
Q1 2024
Added 2.11%
|
|
Assetmark, Inc
|
May 06, 2024 Q1 2024 |
522,346
shares
|
$24.1 Million
0.08% of portfolio
|
Q1 2024
Added 18.69%
|
|
Cerity Partners LLC
New York, NY |
May 14, 2024 Q1 2024 |
519,683
shares
|
$24 Million
0.06% of portfolio
|
Q1 2024
Reduced 2.37%
|
|
Sns Financial Group, LLC
|
Apr 24, 2024 Q1 2024 |
513,807
shares
|
$23.7 Million
2.48% of portfolio
|
Q1 2024
Reduced 0.51%
|
|
Brandywine Oak Private Wealth LLC
|
May 07, 2024 Q1 2024 |
483,185
shares
|
$22.3 Million
2.22% of portfolio
|
Q1 2024
Reduced 1.56%
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 14, 2024 Q1 2024 |
442,894
shares
|
$20.4 Million
0.04% of portfolio
|
Q1 2024
Added 3.26%
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
430,206
shares
|
$19.8 Million
0.27% of portfolio
|
Q2 2023
Reduced 7.0%
|
|
Wealth Advisory Solutions, LLC
|
Apr 23, 2024 Q1 2024 |
410,747
shares
|
$18.9 Million
4.7% of portfolio
|
Q1 2024
New holding
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
407,608
shares
|
$18.8 Million
0.04% of portfolio
|
Q1 2024
Reduced 16.56%
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
May 13, 2024 Q1 2024 |
407,387
shares
|
$18.8 Million
3.89% of portfolio
|
Q1 2024
New holding
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
399,572
shares
|
$18.4 Million
0.03% of portfolio
|
Q1 2024
Reduced 0.67%
|
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
May 13, 2024 Q1 2024 |
394,799
shares
|
$18.2 Million
0.57% of portfolio
|
Q4 2023
Reduced 0.62%
|
|
Nav Point Financial, Inc.
Prior Lake, MN |
Apr 30, 2024 Q1 2024 |
381,676
shares
|
$17.6 Million
14.61% of portfolio
|
Q1 2024
Reduced 4.72%
|