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 |
|---|---|---|---|---|---|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
303
shares
|
$20,010
0.0% of portfolio
|
Q1 2024
Added 17.44%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
300
shares
|
$19,812
0.01% of portfolio
|
Q1 2024
Reduced 42.86%
|
|
|
Td Capital Management LLC
Memphis, TN |
May 14, 2025 Q1 2025 |
271
shares
|
$17,896
0.0% of portfolio
|
Q1 2025
Added 75.97%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
236
shares
|
$15,585
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
228
shares
|
$15,057
0.0% of portfolio
|
Q4 2024
Added 45.22%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
May 14, 2025 Q1 2025 |
227
shares
|
$14,991
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
227
shares
|
$14,991
0.02% of portfolio
|
Q1 2025
Added 187.34%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 18, 2025 Q1 2025 |
217
shares
|
$14,330
0.0% of portfolio
|
Q3 2022
Added 9.05%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
214
shares
|
$14,132
0.01% of portfolio
|
Q1 2025
Reduced 7.76%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
200
shares
|
$13,208
0.0% of portfolio
|
Q3 2023
Reduced 87.49%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
192
shares
|
$12,679
0.0% of portfolio
|
Q1 2025
Added 10.34%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
182
shares
|
$12,019
0.01% of portfolio
|
Q4 2024
Reduced 86.89%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
169
shares
|
$11,160
0.0% of portfolio
|
Q2 2025
Reduced 37.17%
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
155
shares
|
$10,236
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Minot De Blois Advisors LLC
Boston, MA |
May 14, 2025 Q1 2025 |
150
shares
|
$9,906
0.01% of portfolio
|
Q1 2025
Reduced 47.92%
|
|
|
Deane Retirement Strategies, Inc.
|
Jul 11, 2025 Q2 2025 |
148
shares
|
$9,773
0.0% of portfolio
|
Q2 2025
Reduced 9.76%
|
|
|
Pacifica Partners Inc.
|
Apr 08, 2025 Q1 2025 |
140
shares
|
$9,245
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
May 14, 2025 Q1 2025 |
130
shares
|
$8,585
0.01% of portfolio
|
Q1 2025
Reduced 99.59%
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
125
shares
|
$8,255
0.0% of portfolio
|
Q4 2024
Added 25.0%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
116
shares
|
$7,660
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
104
shares
|
$6,868
0.0% of portfolio
|
Q1 2024
Reduced 49.02%
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
101
shares
|
$6,670
0.0% of portfolio
|
Q4 2024
Reduced 25.74%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
100
shares
|
$6,604
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
100
shares
|
$6,604
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
90
shares
|
$5,943
0.0% of portfolio
|
Q4 2024
New holding
|