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 |
|---|---|---|---|---|---|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
60
shares
|
$3,946
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
50
shares
|
$3,288
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
May 02, 2025 Q1 2025 |
50
shares
|
$3,288
0.0% of portfolio
|
Q2 2024
Reduced 42.53%
|
|
|
Ogorek Anthony Joseph
|
May 09, 2025 Q1 2025 |
49
shares
|
$3,222
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Apr 28, 2025 Q1 2025 |
44
shares
|
$2,893
0.0% of portfolio
|
Q1 2025
Added 1000.0%
|
|
|
Toth Financial Advisory Corp
|
Apr 14, 2025 Q1 2025 |
43
shares
|
$2,828
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Apr 29, 2025 Q1 2025 |
33
shares
|
$2,170
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
May 09, 2025 Q1 2025 |
31
shares
|
$2,038
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
29
shares
|
$1,907
0.0% of portfolio
|
Q4 2024
Reduced 100.0%
|
|
|
Hillsdale Investment Management Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
27
shares
|
$1,775
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
26
shares
|
$1,710
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Nemes Rush Group LLC
Novi, MI |
May 07, 2025 Q1 2025 |
25
shares
|
$1,644
0.0% of portfolio
|
Q4 2024
Reduced 99.37%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Feb 12, 2025 Q4 2024 |
25
shares
|
$1,644
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Apr 22, 2025 Q1 2025 |
23
shares
|
$1,512
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Covestor LTD
Boston, MA |
Feb 13, 2025 Q4 2024 |
20
shares
|
$1,315
0.0% of portfolio
|
Q4 2024
Added 5.26%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Apr 01, 2025 Q4 2024 |
15
shares
|
$986
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Feb 14, 2025 Q4 2024 |
11
shares
|
$723
0.0% of portfolio
|
Q4 2023
Reduced 66.67%
|
|
|
Tompkins Financial Corp
|
Apr 07, 2025 Q1 2025 |
10
shares
|
$657
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
7
shares
|
$460
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
May 06, 2025 Q1 2025 |
5
shares
|
$328
0.0% of portfolio
|
Q1 2025
Added 150.0%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Apr 18, 2025 Q1 2025 |
4
shares
|
$263
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Morton Brown Family Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
1
shares
|
$65
0.0% of portfolio
|
Q1 2025
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
|