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 623 institutions that hold shares in the stock, with a total of 132 Million shares, which have been reported (via 13F filing form) to have a value of $8.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
908
shares
|
$59,719
0.0% of portfolio
|
Q1 2025
Added 1.23%
|
|
|
First Community Trust Na
|
Apr 08, 2025 Q1 2025 |
871
shares
|
$57,285
0.05% of portfolio
|
Q1 2025
Added 4.31%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
837
shares
|
$55,049
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
825
shares
|
$54,260
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
814
shares
|
$53,536
0.0% of portfolio
|
Q1 2025
Added 730.61%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Apr 28, 2025 Q1 2025 |
810
shares
|
$53,273
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
804
shares
|
$52,879
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
735
shares
|
$48,340
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Studio Investment Management LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
700
shares
|
$46,039
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
662
shares
|
$43,539
0.0% of portfolio
|
Q2 2023
Reduced 6.76%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
655
shares
|
$43,079
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Trust CO Of Vermont
|
Apr 24, 2025 Q1 2025 |
628
shares
|
$41,303
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Iag Wealth Partners, LLC
|
Apr 16, 2025 Q1 2025 |
617
shares
|
$40,580
0.01% of portfolio
|
Q1 2025
Added 45.18%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
532
shares
|
$34,989
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
511
shares
|
$33,608
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Asset Planning,Inc
Cypress, CA |
May 08, 2025 Q1 2025 |
474
shares
|
$31,174
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
472
shares
|
$31,043
0.01% of portfolio
|
Q1 2025
Added 102.58%
|
|
|
Plante Moran Financial Advisors, LLC
|
May 08, 2025 Q1 2025 |
449
shares
|
$29,530
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Financial Management Professionals, Inc.
|
Apr 10, 2025 Q1 2025 |
420
shares
|
$27,623
0.0% of portfolio
|
Q2 2024
Added 1.2%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
366
shares
|
$24,071
0.0% of portfolio
|
Q4 2024
Added 0.55%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
358
shares
|
$23,545
0.0% of portfolio
|
Q4 2024
Added 155.71%
|
|
|
Costello Asset Management, Inc
|
May 09, 2025 Q1 2025 |
304
shares
|
$19,994
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 07, 2025 Q1 2025 |
303
shares
|
$19,928
0.0% of portfolio
|
Q1 2024
Added 17.44%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
300
shares
|
$19,731
0.01% of portfolio
|
Q1 2024
Reduced 42.86%
|
|
|
Minot De Blois Advisors LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
288
shares
|
$18,941
0.01% of portfolio
|
Q4 2024
New holding
|