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 |
|---|---|---|---|---|---|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
236
shares
|
$15,521
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
228
shares
|
$14,995
0.0% of portfolio
|
Q4 2024
Added 45.22%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
227
shares
|
$14,929
0.02% of portfolio
|
Q1 2025
Added 187.34%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Feb 14, 2025 Q4 2024 |
227
shares
|
$14,929
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 18, 2025 Q1 2025 |
217
shares
|
$14,272
0.0% of portfolio
|
Q3 2022
Added 9.05%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
214
shares
|
$14,074
0.01% of portfolio
|
Q1 2025
Reduced 7.76%
|
|
|
Webster Bank, N. A.
|
Apr 04, 2025 Q1 2025 |
208
shares
|
$13,680
0.0% of portfolio
|
Q1 2025
Added 550.0%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Apr 16, 2025 Q1 2025 |
200
shares
|
$13,154
0.0% of portfolio
|
Q3 2023
Reduced 87.49%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
192
shares
|
$12,627
0.0% of portfolio
|
Q1 2025
Added 10.34%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
182
shares
|
$11,970
0.01% of portfolio
|
Q4 2024
Reduced 86.89%
|
|
|
Deane Retirement Strategies, Inc.
|
Apr 14, 2025 Q1 2025 |
164
shares
|
$10,786
0.0% of portfolio
|
Q1 2025
Added 53.27%
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
155
shares
|
$10,194
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
Feb 05, 2025 Q4 2024 |
154
shares
|
$10,128
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Pacifica Partners Inc.
|
Apr 08, 2025 Q1 2025 |
140
shares
|
$9,207
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Feb 14, 2025 Q4 2024 |
125
shares
|
$8,221
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
125
shares
|
$8,221
0.0% of portfolio
|
Q4 2024
Added 25.0%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
116
shares
|
$7,629
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
104
shares
|
$6,840
0.0% of portfolio
|
Q1 2024
Reduced 49.02%
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
101
shares
|
$6,642
0.0% of portfolio
|
Q4 2024
Reduced 25.74%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
99
shares
|
$6,511
0.0% of portfolio
|
Q2 2024
Reduced 73.81%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
90
shares
|
$5,919
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
82
shares
|
$5,393
0.0% of portfolio
|
Q2 2024
Reduced 84.98%
|
|
|
First Financial Corp
|
Apr 10, 2025 Q1 2025 |
76
shares
|
$4,998
0.0% of portfolio
|
Q3 2024
Reduced 56.82%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
May 01, 2025 Q1 2025 |
70
shares
|
$4,603
0.0% of portfolio
|
Q1 2025
Reduced 6.67%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
May 01, 2025 Q1 2025 |
61
shares
|
$4,011
0.0% of portfolio
|
Q1 2024
New holding
|