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 |
---|---|---|---|---|---|
American Trust
Lexington, KY |
Jun 11, 2024 Q1 2024 |
104,846
shares
|
$4.83 Million
0.42% of portfolio
|
Q1 2024
New holding
|
|
Zhang Financial LLC
|
Apr 24, 2024 Q1 2024 |
104,574
shares
|
$4.82 Million
0.34% of portfolio
|
Q1 2024
Added 4.2%
|
|
Astoria Portfolio Advisors Llc.
|
Apr 16, 2024 Q1 2024 |
102,889
shares
|
$4.74 Million
1.74% of portfolio
|
Q1 2024
Added 2.37%
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2024 Q1 2024 |
102,793
shares
|
$4.74 Million
0.43% of portfolio
|
Q1 2024
Added 21.11%
|
|
Financial Enhancement Group LLC
Anderson, IN |
Apr 15, 2024 Q1 2024 |
102,692
shares
|
$4.73 Million
0.83% of portfolio
|
Q1 2024
Added 968.93%
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
102,004
shares
|
$4.7 Million
0.01% of portfolio
|
Q1 2024
Reduced 26.2%
|
|
Avantax Advisory Services, Inc.
|
May 08, 2024 Q1 2024 |
100,670
shares
|
$4.64 Million
0.04% of portfolio
|
Q1 2024
Added 1.02%
|
|
Ndvr, Inc.
Boston, MA |
May 07, 2024 Q1 2024 |
99,736
shares
|
$4.6 Million
4.19% of portfolio
|
Q1 2024
Reduced -0.0%
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Feb 16, 2024 Q4 2023 |
99,115
shares
|
$4.57 Million
1.81% of portfolio
|
Q4 2023
New holding
|
|
Quent Capital, LLC
|
Jun 28, 2024 Q1 2024 |
98,894
shares
|
$4.56 Million
0.52% of portfolio
|
Q4 2023
Added 12.24%
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Apr 18, 2024 Q1 2024 |
96,724
shares
|
$4.46 Million
2.78% of portfolio
|
Q1 2024
Reduced 0.27%
|
|
Inspirion Wealth Advisors, LLC
|
Apr 12, 2024 Q1 2024 |
95,748
shares
|
$4.41 Million
0.7% of portfolio
|
Q1 2024
Added 0.77%
|
|
Chatham Capital Group, Inc.
|
Apr 17, 2024 Q1 2024 |
94,960
shares
|
$4.38 Million
0.77% of portfolio
|
Q1 2024
New holding
|
|
Managed Asset Portfolios, LLC
Rochester, MI |
May 09, 2024 Q1 2024 |
94,180
shares
|
$4.34 Million
0.64% of portfolio
|
Q1 2024
Added 9.74%
|
|
Walkner Condon Financial Advisors LLC
|
Apr 22, 2024 Q1 2024 |
92,994
shares
|
$4.29 Million
0.88% of portfolio
|
Q1 2024
Added 56.03%
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2024 Q1 2024 |
87,324
shares
|
$4.02 Million
0.02% of portfolio
|
Q1 2024
Added 9.31%
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2024 Q1 2024 |
86,778
shares
|
$4 Million
0.01% of portfolio
|
Q1 2024
Added 4.96%
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
May 13, 2024 Q1 2024 |
85,689
shares
|
$3.95 Million
2.85% of portfolio
|
Q1 2024
Reduced 0.41%
|
|
National Asset Management, Inc.
Boca Raton, FL |
May 16, 2024 Q1 2024 |
85,657
shares
|
$3.95 Million
0.09% of portfolio
|
Q1 2024
Reduced 16.6%
|
|
Equitable Holdings, Inc.
New York, NY |
May 14, 2024 Q1 2024 |
84,393
shares
|
$3.89 Million
0.04% of portfolio
|
Q1 2024
Added 12.69%
|
|
Benjamin Edwards Inc
Clayton, MO |
Apr 29, 2024 Q1 2024 |
83,748
shares
|
$3.86 Million
0.73% of portfolio
|
Q1 2024
Added 76.95%
|
|
Abbrea Capital, LLC
|
May 07, 2024 Q1 2024 |
83,469
shares
|
$3.85 Million
0.48% of portfolio
|
Q1 2024
Added 3.07%
|
|
Aptus Capital Advisors, LLC
|
May 15, 2024 Q1 2024 |
83,294
shares
|
$3.84 Million
0.07% of portfolio
|
Q1 2024
New holding
|
|
Purus Wealth Management, LLC
|
Apr 11, 2024 Q1 2024 |
83,211
shares
|
$3.84 Million
1.84% of portfolio
|
Q1 2024
Reduced 0.46%
|
|
Janney Montgomery Scott LLC
|
May 01, 2024 Q1 2024 |
83,176
shares
|
$3.83 Million
0.01% of portfolio
|
Q1 2024
Added 51.14%
|