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 |
|---|---|---|---|---|---|
|
Miracle Mile Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
261,472
shares
|
$17.2 Million
0.34% of portfolio
|
Q1 2025
Reduced 6.88%
|
|
|
Keudell
|
Apr 22, 2025 Q1 2025 |
258,252
shares
|
$17 Million
3.85% of portfolio
|
Q1 2025
Added 7.63%
|
|
|
Gould Asset Management LLC
Claremont, CA |
May 01, 2025 Q1 2025 |
251,635
shares
|
$16.6 Million
3.23% of portfolio
|
Q1 2025
Added 16.54%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
249,390
shares
|
$16.4 Million
0.39% of portfolio
|
Q1 2025
Added 38.55%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Apr 29, 2025 Q1 2025 |
242,895
shares
|
$16 Million
0.27% of portfolio
|
Q1 2025
New holding
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
May 09, 2025 Q1 2025 |
240,382
shares
|
$15.8 Million
0.01% of portfolio
|
Q1 2025
Reduced 5.87%
|
|
|
Warren Street Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
238,301
shares
|
$15.7 Million
5.87% of portfolio
|
Q1 2025
Added 1.86%
|
|
|
Coco Enterprises, LLC
Whitefish, MT |
Feb 14, 2025 Q4 2024 |
237,864
shares
|
$15.6 Million
7.63% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
223,819
shares
|
$14.7 Million
0.03% of portfolio
|
Q1 2025
Reduced 8.7%
|
|
|
Peak Financial Advisors LLC
|
Apr 10, 2025 Q1 2025 |
223,773
shares
|
$14.7 Million
8.84% of portfolio
|
Q1 2025
Reduced 0.89%
|
|
|
Timber Creek Capital Management LLC
|
Apr 29, 2025 Q1 2025 |
221,363
shares
|
$14.6 Million
3.91% of portfolio
|
Q1 2025
Reduced 0.88%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
202,625
shares
|
$13.3 Million
0.58% of portfolio
|
Q1 2025
Added 9.15%
|
|
|
Medici Capital LLC
Newport Beach, CA |
Apr 17, 2025 Q1 2025 |
184,034
shares
|
$12.1 Million
13.88% of portfolio
|
Q1 2025
Added 20.65%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
183,923
shares
|
$12.1 Million
0.02% of portfolio
|
Q1 2025
Added 29.77%
|
|
|
Encompass More Asset Management
Danville, CA |
May 09, 2025 Q1 2025 |
183,329
shares
|
$12.1 Million
3.38% of portfolio
|
Q1 2025
Added 8.07%
|
|
|
Harbor Investment Advisory, LLC
|
Apr 09, 2025 Q1 2025 |
181,378
shares
|
$11.9 Million
0.91% of portfolio
|
Q1 2025
Added 7.29%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Apr 24, 2025 Q1 2025 |
176,200
shares
|
$11.6 Million
0.03% of portfolio
|
Q1 2025
Added 45.79%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
176,117
shares
|
$11.6 Million
0.1% of portfolio
|
Q1 2025
Added 37.76%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
176,103
shares
|
$11.6 Million
0.11% of portfolio
|
Q4 2024
Added 100.39%
|
|
|
Alaska Permanent Fund Corp
Juneau, AK |
Jan 14, 2025 Q4 2024 |
171,000
shares
|
$11.2 Million
0.13% of portfolio
|
Q2 2024
Reduced 93.48%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
162,405
shares
|
$10.7 Million
0.16% of portfolio
|
Q1 2025
Reduced 1.94%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
160,562
shares
|
$10.6 Million
0.01% of portfolio
|
Q4 2024
Added 83.85%
|
|
|
R. W. Roge & Company, Inc.
Bohemia, NY |
May 09, 2025 Q1 2025 |
159,664
shares
|
$10.5 Million
5.41% of portfolio
|
Q1 2025
Reduced 7.35%
|
|
|
Sterling Investment Advisors, Ltd.
|
May 07, 2025 Q1 2025 |
159,648
shares
|
$10.5 Million
2.54% of portfolio
|
Q1 2025
Added 4.41%
|
|
|
Avid Wealth Partners LLC
San Antonio, TX |
Apr 17, 2025 Q1 2025 |
156,021
shares
|
$10.3 Million
6.55% of portfolio
|
Q1 2025
Added 0.03%
|