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 |
|---|---|---|---|---|---|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Feb 13, 2025 Q4 2024 |
79
shares
|
$4,516
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
First Financial Corp
|
Jan 13, 2025 Q4 2024 |
76
shares
|
$4,344
0.0% of portfolio
|
Q3 2024
Reduced 56.82%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Jan 22, 2025 Q4 2024 |
61
shares
|
$3,487
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Feb 05, 2025 Q4 2024 |
60
shares
|
$3,430
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Feb 12, 2025 Q4 2024 |
50
shares
|
$2,858
0.0% of portfolio
|
Q2 2024
Reduced 42.53%
|
|
|
Ogorek Anthony Joseph
|
Jan 24, 2025 Q4 2024 |
49
shares
|
$2,801
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Feb 14, 2025 Q4 2024 |
34
shares
|
$1,943
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
33
shares
|
$1,886
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Webster Bank, N. A.
|
Jan 22, 2025 Q4 2024 |
32
shares
|
$1,829
0.0% of portfolio
|
Q1 2024
Reduced 94.37%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
29
shares
|
$1,657
0.0% of portfolio
|
Q4 2024
Reduced 100.0%
|
|
|
Hillsdale Investment Management Inc.
Toronto, A6 |
Feb 11, 2025 Q4 2024 |
27
shares
|
$1,543
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Feb 12, 2025 Q4 2024 |
25
shares
|
$1,429
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Nemes Rush Group LLC
Novi, MI |
Feb 12, 2025 Q4 2024 |
25
shares
|
$1,429
0.0% of portfolio
|
Q4 2024
Reduced 99.37%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jan 24, 2025 Q4 2024 |
23
shares
|
$1,314
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Covestor LTD
Boston, MA |
Feb 13, 2025 Q4 2024 |
20
shares
|
$1,143
0.0% of portfolio
|
Q4 2024
Added 5.26%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Feb 14, 2025 Q4 2024 |
11
shares
|
$628
0.0% of portfolio
|
Q4 2023
Reduced 66.67%
|
|
|
Tompkins Financial Corp
|
Jan 15, 2025 Q4 2024 |
10
shares
|
$571
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
7
shares
|
$400
0.0% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jan 31, 2025 Q4 2024 |
4
shares
|
$228
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Jan 28, 2025 Q4 2024 |
4
shares
|
$228
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
Feb 13, 2025 Q4 2024 |
2
shares
|
$114
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|