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 384 institutions that hold shares in the stock, with a total of 104 Million shares, which have been reported (via 13F filing form) to have a value of $4.79 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Raymond James & Associates
St Petersburg, FL |
Apr 22, 2024 Q1 2024 |
371,689
shares
|
$17.1 Million
0.01% of portfolio
|
Q1 2024
Added 19.7%
|
|
Townsquare Capital LLC
|
May 15, 2024 Q1 2024 |
370,844
shares
|
$17.1 Million
0.24% of portfolio
|
Q1 2024
Added 58.5%
|
|
Nottingham Advisors, Inc.
Amherst, NY |
May 14, 2024 Q1 2024 |
354,630
shares
|
$16.3 Million
1.95% of portfolio
|
Q1 2024
Reduced 13.02%
|
|
Joseph Group Capital Management
Columbus, OH |
May 13, 2024 Q1 2024 |
345,307
shares
|
$15.9 Million
8.75% of portfolio
|
Q1 2024
Added 4.86%
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Apr 24, 2024 Q1 2024 |
323,045
shares
|
$14.9 Million
1.28% of portfolio
|
Q1 2024
Reduced 2.85%
|
|
January Capital Advisors LLC
|
Aug 05, 2022 Q2 2022 |
311,912
shares
|
$14.4 Million
9.94% of portfolio
|
Q2 2022
Reduced 0.01%
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
299,009
shares
|
$13.8 Million
3.16% of portfolio
|
Q1 2024
Reduced 15.56%
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 24, 2024 Q1 2024 |
282,038
shares
|
$13 Million
0.03% of portfolio
|
Q1 2024
Added 96.55%
|
|
Private Advisor Group, LLC
|
Apr 30, 2024 Q1 2024 |
273,570
shares
|
$12.6 Million
0.09% of portfolio
|
Q1 2024
Added 3.65%
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
May 10, 2024 Q1 2024 |
269,745
shares
|
$12.4 Million
6.04% of portfolio
|
Q4 2023
Reduced 0.1%
|
|
Keudell
|
May 07, 2024 Q1 2024 |
253,580
shares
|
$11.7 Million
3.39% of portfolio
|
Q1 2024
Added 1.4%
|
|
Jnba Financial Advisors
|
Apr 26, 2024 Q1 2024 |
252,617
shares
|
$11.6 Million
1.17% of portfolio
|
Q1 2024
Reduced 32.59%
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
May 15, 2024 Q1 2024 |
250,000
shares
|
$11.5 Million
0.01% of portfolio
|
Q1 2023
Reduced 8.51%
|
|
Timber Creek Capital Management LLC
|
Apr 03, 2024 Q1 2024 |
248,083
shares
|
$11.4 Million
3.57% of portfolio
|
Q1 2024
Reduced 0.67%
|
|
Gould Asset Management LLC
Claremont, CA |
May 03, 2024 Q1 2024 |
242,947
shares
|
$11.2 Million
2.6% of portfolio
|
Q1 2024
Reduced 14.82%
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 15, 2024 Q1 2024 |
240,973
shares
|
$11.1 Million
0.03% of portfolio
|
Q1 2024
Added 2.79%
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 24, 2024 Q1 2024 |
236,952
shares
|
$10.9 Million
0.04% of portfolio
|
Q1 2024
Reduced 19.02%
|
|
Austin Wealth Management, LLC
Austin, TX |
May 23, 2024 Q1 2024 |
232,971
shares
|
$10.7 Million
2.72% of portfolio
|
Q1 2024
Added 4.91%
|
|
Warren Street Wealth Advisors, LLC
|
Apr 30, 2024 Q1 2024 |
224,996
shares
|
$10.4 Million
4.99% of portfolio
|
Q1 2024
Added 6.0%
|
|
Bangor Savings Bank
Bangor, ME |
Apr 11, 2024 Q1 2024 |
210,853
shares
|
$9.72 Million
0.95% of portfolio
|
Q1 2024
Added 5.73%
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2024 Q1 2024 |
204,295
shares
|
$9.42 Million
0.03% of portfolio
|
Q1 2024
Added 174.93%
|
|
Peak Financial Advisors LLC
|
Apr 12, 2024 Q1 2024 |
193,711
shares
|
$8.93 Million
6.39% of portfolio
|
Q1 2024
Reduced 12.53%
|
|
R. W. Roge & Company, Inc.
Bohemia, NY |
May 03, 2024 Q1 2024 |
190,526
shares
|
$8.78 Million
5.05% of portfolio
|
Q1 2024
Added 5.52%
|
|
Orion Portfolio Solutions, LLC
|
May 09, 2024 Q1 2024 |
188,746
shares
|
$8.7 Million
0.09% of portfolio
|
Q1 2024
Added 116.1%
|
|
Aifg Consultants Ltd.
Halfmoon, NY |
May 10, 2024 Q1 2024 |
178,594
shares
|
$8.23 Million
5.67% of portfolio
|
Q1 2024
Reduced 9.64%
|