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 649 institutions that hold shares in the stock, with a total of 142 Million shares, which have been reported (via 13F filing form) to have a value of $9.36 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
2,648
shares
|
$174,873
0.0% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
2,368
shares
|
$156,382
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
2,120
shares
|
$140,004
0.0% of portfolio
|
Q1 2025
Added 11.11%
|
|
|
Washington Trust Advisors, Inc.
|
Apr 25, 2025 Q1 2025 |
2,109
shares
|
$139,278
0.01% of portfolio
|
Q1 2025
Reduced 13.71%
|
|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
1,913
shares
|
$126,334
0.03% of portfolio
|
Q1 2025
Reduced 6.41%
|
|
|
Bfsg, LLC
|
Apr 17, 2025 Q1 2025 |
1,877
shares
|
$123,957
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
May 08, 2025 Q1 2025 |
1,852
shares
|
$122,306
0.35% of portfolio
|
Q1 2025
Added 5347.06%
|
|
|
Headlands Technologies LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
1,847
shares
|
$121,975
0.01% of portfolio
|
Q1 2025
Reduced 91.44%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
1,704
shares
|
$112,532
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
1,683
shares
|
$111,145
0.01% of portfolio
|
Q1 2025
Reduced 2.21%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
1,664
shares
|
$109,890
0.01% of portfolio
|
Q1 2025
Reduced 12.33%
|
|
|
Fwl Investment Management, LLC
|
May 15, 2025 Q1 2025 |
1,600
shares
|
$105,664
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
1,429
shares
|
$94,371
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Salomon & Ludwin, LLC
|
Apr 25, 2025 Q1 2025 |
1,406
shares
|
$92,852
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
May 15, 2025 Q1 2025 |
1,400
shares
|
$92,456
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
1,350
shares
|
$89,154
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
1,256
shares
|
$82,946
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
1,092
shares
|
$72,115
0.0% of portfolio
|
Q1 2025
Added 205.03%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
1,068
shares
|
$70,530
0.06% of portfolio
|
Q3 2022
New holding
|
|
|
Northwest Capital Management Inc
|
May 01, 2025 Q1 2025 |
1,022
shares
|
$67,492
0.03% of portfolio
|
Q1 2025
Added 20.24%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Apr 21, 2025 Q1 2025 |
1,020
shares
|
$67,360
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
908
shares
|
$59,964
0.0% of portfolio
|
Q1 2025
Added 1.23%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
897
shares
|
$59,237
0.01% of portfolio
|
Q1 2025
Reduced 22.14%
|
|
|
First Community Trust Na
|
Jul 07, 2025 Q2 2025 |
874
shares
|
$57,718
0.05% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
837
shares
|
$55,275
0.01% of portfolio
|
Q2 2022
New holding
|