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 |
|---|---|---|---|---|---|
|
High Note Wealth, LLC
Deephaven, MN |
May 01, 2025 Q1 2025 |
70
shares
|
$4,622
0.0% of portfolio
|
Q1 2025
Reduced 6.67%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
May 01, 2025 Q1 2025 |
61
shares
|
$4,028
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
60
shares
|
$3,962
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
May 02, 2025 Q1 2025 |
50
shares
|
$3,302
0.0% of portfolio
|
Q2 2024
Reduced 42.53%
|
|
|
Ogorek Anthony Joseph
|
May 09, 2025 Q1 2025 |
49
shares
|
$3,235
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Apr 28, 2025 Q1 2025 |
44
shares
|
$2,905
0.0% of portfolio
|
Q1 2025
Added 1000.0%
|
|
|
Toth Financial Advisory Corp
|
Jul 14, 2025 Q2 2025 |
43
shares
|
$2,839
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Apr 29, 2025 Q1 2025 |
33
shares
|
$2,179
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Webster Bank, N. A.
|
Jul 08, 2025 Q2 2025 |
32
shares
|
$2,113
0.0% of portfolio
|
Q2 2025
Reduced 84.62%
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
May 09, 2025 Q1 2025 |
31
shares
|
$2,047
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
29
shares
|
$1,915
0.0% of portfolio
|
Q4 2024
Reduced 100.0%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
29
shares
|
$1,915
0.0% of portfolio
|
Q2 2025
Added 93.33%
|
|
|
Hillsdale Investment Management Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
27
shares
|
$1,783
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
26
shares
|
$1,717
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Nemes Rush Group LLC
Novi, MI |
May 07, 2025 Q1 2025 |
25
shares
|
$1,651
0.0% of portfolio
|
Q4 2024
Reduced 99.37%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Apr 22, 2025 Q1 2025 |
23
shares
|
$1,518
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Tompkins Financial Corp
|
Jul 10, 2025 Q2 2025 |
20
shares
|
$1,320
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
20
shares
|
$1,320
0.0% of portfolio
|
Q4 2024
Added 5.26%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
May 16, 2025 Q1 2025 |
16
shares
|
$1,056
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
11
shares
|
$726
0.0% of portfolio
|
Q4 2023
Reduced 66.67%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
7
shares
|
$462
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
May 06, 2025 Q1 2025 |
5
shares
|
$330
0.0% of portfolio
|
Q1 2025
Added 150.0%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Apr 18, 2025 Q1 2025 |
4
shares
|
$264
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Morton Brown Family Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
1
shares
|
$66
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|