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 |
|---|---|---|---|---|---|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Jan 24, 2025 Q4 2024 |
287
shares
|
$16,407
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Tradewinds Capital Management, LLC
|
Feb 03, 2025 Q4 2024 |
246
shares
|
$14,063
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
236
shares
|
$13,492
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
233
shares
|
$13,320
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
228
shares
|
$13,034
0.0% of portfolio
|
Q4 2024
Added 45.22%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Feb 14, 2025 Q4 2024 |
227
shares
|
$12,977
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jan 31, 2025 Q4 2024 |
217
shares
|
$12,405
0.0% of portfolio
|
Q3 2022
Added 9.05%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
200
shares
|
$11,434
0.0% of portfolio
|
Q3 2023
Reduced 87.49%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
182
shares
|
$10,404
0.01% of portfolio
|
Q4 2024
Reduced 86.89%
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
174
shares
|
$9,947
0.0% of portfolio
|
Q4 2024
Added 12.99%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
169
shares
|
$9,661
0.0% of portfolio
|
Q4 2024
Added 445.16%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
158
shares
|
$9,032
0.0% of portfolio
|
Q4 2024
Reduced 52.12%
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
155
shares
|
$8,861
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
Feb 05, 2025 Q4 2024 |
154
shares
|
$8,804
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Pacifica Partners Inc.
|
Jan 13, 2025 Q4 2024 |
140
shares
|
$8,003
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Feb 14, 2025 Q4 2024 |
125
shares
|
$7,146
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
125
shares
|
$7,146
0.0% of portfolio
|
Q4 2024
Added 25.0%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
116
shares
|
$6,631
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Deane Retirement Strategies, Inc.
|
Jan 22, 2025 Q4 2024 |
107
shares
|
$6,117
0.0% of portfolio
|
Q4 2024
Added 13.83%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
104
shares
|
$5,945
0.0% of portfolio
|
Q1 2024
Reduced 49.02%
|
|
|
Whittier Trust CO
|
Feb 11, 2025 Q4 2024 |
101
shares
|
$5,774
0.0% of portfolio
|
Q4 2024
Reduced 25.74%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
99
shares
|
$5,659
0.0% of portfolio
|
Q2 2024
Reduced 73.81%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
98
shares
|
$5,602
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Jan 24, 2025 Q4 2024 |
90
shares
|
$5,145
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
82
shares
|
$4,687
0.0% of portfolio
|
Q2 2024
Reduced 84.98%
|