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 |
|---|---|---|---|---|---|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
493,386
shares
|
$32.4 Million
0.04% of portfolio
|
Q3 2024
Added 21.15%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
480,544
shares
|
$31.6 Million
0.08% of portfolio
|
Q1 2025
Added 1.57%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
476,160
shares
|
$31.3 Million
0.04% of portfolio
|
Q1 2025
Added 56.56%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
473,843
shares
|
$31.2 Million
0.05% of portfolio
|
Q4 2024
Added 6.63%
|
|
|
Confluence Investment Management LLC
|
Apr 01, 2025 Q1 2025 |
470,195
shares
|
$30.9 Million
0.43% of portfolio
|
Q1 2025
Reduced 25.12%
|
|
|
Sns Financial Group, LLC
|
May 05, 2025 Q1 2025 |
464,849
shares
|
$30.6 Million
2.94% of portfolio
|
Q1 2025
Reduced 6.26%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
459,829
shares
|
$30.2 Million
0.06% of portfolio
|
Q4 2024
Added 10.34%
|
|
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
May 08, 2025 Q1 2025 |
459,326
shares
|
$30.2 Million
0.86% of portfolio
|
Q1 2025
Added 1.03%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Apr 14, 2025 Q1 2025 |
440,374
shares
|
$29 Million
5.11% of portfolio
|
Q1 2025
Added 1.75%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
430,206
shares
|
$28.3 Million
0.27% of portfolio
|
Q2 2023
Reduced 7.0%
|
|
|
Bangor Savings Bank
Bangor, ME |
Apr 14, 2025 Q1 2025 |
415,196
shares
|
$27.3 Million
2.4% of portfolio
|
Q1 2025
Added 12.41%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
406,876
shares
|
$26.8 Million
0.08% of portfolio
|
Q1 2025
Added 3.48%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
378,786
shares
|
$24.9 Million
0.05% of portfolio
|
Q4 2024
Added 11.82%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
351,451
shares
|
$23.1 Million
0.73% of portfolio
|
Q1 2025
Added 33.13%
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Jan 23, 2025 Q4 2024 |
343,392
shares
|
$22.6 Million
4.91% of portfolio
|
Q4 2024
Added 15.35%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
326,405
shares
|
$21.5 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Advisory Alpha, LLC
|
Apr 08, 2025 Q1 2025 |
314,533
shares
|
$20.7 Million
1.2% of portfolio
|
Q1 2025
Added 824.23%
|
|
|
January Capital Advisors LLC
|
Aug 05, 2022 Q2 2022 |
311,912
shares
|
$20.5 Million
9.94% of portfolio
|
Q2 2022
Reduced 0.01%
|
|
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
Feb 14, 2025 Q4 2024 |
302,199
shares
|
$19.9 Million
0.57% of portfolio
|
Q4 2024
Reduced 1.4%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
299,160
shares
|
$19.7 Million
0.01% of portfolio
|
Q3 2024
Reduced 54.96%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
299,009
shares
|
$19.7 Million
3.16% of portfolio
|
Q1 2024
Reduced 15.56%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
288,771
shares
|
$19 Million
0.01% of portfolio
|
Q4 2024
Added 26.93%
|
|
|
Brandywine Oak Private Wealth LLC
|
May 07, 2025 Q1 2025 |
286,072
shares
|
$18.8 Million
1.74% of portfolio
|
Q1 2025
Reduced 14.4%
|
|
|
Nav Point Financial, Inc.
Prior Lake, MN |
Apr 14, 2025 Q1 2025 |
278,224
shares
|
$18.3 Million
12.11% of portfolio
|
Q1 2025
Reduced 1.79%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Apr 30, 2025 Q1 2025 |
262,032
shares
|
$17.2 Million
3.48% of portfolio
|
Q1 2025
Added 1.44%
|