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 420 institutions that hold shares in the stock, with a total of 102 Million shares, which have been reported (via 13F filing form) to have a value of $5.39 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
R. W. Roge & Company, Inc.
Bohemia, NY |
Aug 01, 2024 Q2 2024 |
183,580
shares
|
$9.65 Million
4.83% of portfolio
|
Q2 2024
Reduced 3.65%
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
177,651
shares
|
$9.34 Million
0.01% of portfolio
|
Q2 2024
Added 140.34%
|
|
Coco Enterprises, LLC
Whitefish, MT |
Aug 14, 2024 Q2 2024 |
176,776
shares
|
$9.29 Million
5.35% of portfolio
|
Q1 2024
Added 4.43%
|
|
Jnba Financial Advisors
|
Jul 22, 2024 Q2 2024 |
171,854
shares
|
$9.03 Million
0.84% of portfolio
|
Q2 2024
Reduced 31.97%
|
|
Alaska Permanent Fund Corp
Juneau, AK |
Aug 07, 2024 Q2 2024 |
171,000
shares
|
$8.99 Million
0.12% of portfolio
|
Q2 2024
Reduced 93.48%
|
|
Aifg Consultants Ltd.
Halfmoon, NY |
Jul 29, 2024 Q2 2024 |
170,151
shares
|
$8.94 Million
5.83% of portfolio
|
Q2 2024
Reduced 4.73%
|
|
Stratos Wealth Partners, Ltd.
|
Jul 24, 2024 Q2 2024 |
161,614
shares
|
$8.49 Million
0.12% of portfolio
|
Q2 2024
Added 1.4%
|
|
Avid Wealth Partners LLC
San Antonio, TX |
Jul 19, 2024 Q2 2024 |
159,548
shares
|
$8.39 Million
5.71% of portfolio
|
Q2 2024
Reduced 5.97%
|
|
Sterling Investment Advisors, Ltd.
|
Aug 05, 2024 Q2 2024 |
157,842
shares
|
$8.3 Million
2.09% of portfolio
|
Q2 2024
Reduced 3.31%
|
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
Jul 23, 2024 Q2 2024 |
155,900
shares
|
$8.19 Million
3.81% of portfolio
|
Q2 2024
New holding
|
|
Harbor Investment Advisory, LLC
|
Jul 19, 2024 Q2 2024 |
154,423
shares
|
$8.12 Million
0.62% of portfolio
|
Q2 2024
Added 2.62%
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Aug 14, 2024 Q2 2024 |
152,018
shares
|
$7.99 Million
0.05% of portfolio
|
Q2 2024
Added 11.15%
|
|
Hudson Capital Management LLC
|
Jul 16, 2024 Q2 2024 |
148,329
shares
|
$7.8 Million
2.38% of portfolio
|
Q2 2024
Reduced 0.2%
|
|
Wealth Advisory Solutions, LLC
|
Jul 26, 2024 Q2 2024 |
140,577
shares
|
$7.39 Million
1.76% of portfolio
|
Q2 2024
Reduced 65.78%
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
140,415
shares
|
$7.38 Million
1.61% of portfolio
|
Q3 2023
New holding
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Jul 31, 2024 Q2 2024 |
139,903
shares
|
$7.35 Million
2.03% of portfolio
|
Q3 2023
Reduced 7.79%
|
|
Glenview Trust CO
Louisville, KY |
Aug 14, 2024 Q2 2024 |
139,521
shares
|
$7.33 Million
0.13% of portfolio
|
Q2 2024
Added 0.01%
|
|
Versant Capital Management, Inc
|
Jul 05, 2024 Q2 2024 |
138,104
shares
|
$7.26 Million
1.62% of portfolio
|
Q2 2024
Reduced 1.38%
|
|
Synovus Financial Corp
Columbus, GA |
Aug 13, 2024 Q2 2024 |
134,293
shares
|
$7.06 Million
0.08% of portfolio
|
Q2 2024
Reduced 5.82%
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Aug 01, 2024 Q2 2024 |
132,108
shares
|
$6.94 Million
1.49% of portfolio
|
Q2 2024
Reduced 4.31%
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
127,765
shares
|
$6.72 Million
0.48% of portfolio
|
Q2 2024
Added 24.29%
|
|
Commonwealth Equity Services, LLC
|
Jul 31, 2024 Q2 2024 |
126,776
shares
|
$6.66 Million
0.01% of portfolio
|
Q2 2024
Added 24.29%
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Jul 22, 2024 Q2 2024 |
122,652
shares
|
$6.45 Million
2.15% of portfolio
|
Q2 2024
Added 23.75%
|
|
Amj Financial Wealth Management
Leesburg, VA |
Aug 07, 2024 Q2 2024 |
119,568
shares
|
$6.28 Million
1.72% of portfolio
|
Q2 2024
Added 1.29%
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2024 Q2 2024 |
115,279
shares
|
$6.06 Million
0.0% of portfolio
|
Q2 2024
Reduced 8.35%
|