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 |
|---|---|---|---|---|---|
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
Apr 22, 2025 Q1 2025 |
147,976
shares
|
$9.73 Million
5.89% of portfolio
|
Q1 2025
Added 8.62%
|
|
|
Aifg Consultants Ltd.
Halfmoon, NY |
Apr 23, 2025 Q1 2025 |
143,887
shares
|
$9.46 Million
14.67% of portfolio
|
Q1 2025
Added 1.92%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
142,948
shares
|
$9.4 Million
0.03% of portfolio
|
Q4 2024
Added 51.38%
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
142,646
shares
|
$9.38 Million
0.01% of portfolio
|
Q4 2024
Added 7.87%
|
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
140,415
shares
|
$9.24 Million
1.61% of portfolio
|
Q3 2023
New holding
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Dec 09, 2024 Q3 2024 |
138,685
shares
|
$9.12 Million
6.57% of portfolio
|
Q3 2024
New holding
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
138,595
shares
|
$9.12 Million
0.01% of portfolio
|
Q1 2025
Added 9.51%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
May 06, 2025 Q1 2025 |
137,259
shares
|
$9.03 Million
0.3% of portfolio
|
Q1 2025
New holding
|
|
|
Lwm Advisory Services, LLC
Plantation, FL |
Feb 03, 2025 Q4 2024 |
137,106
shares
|
$9.02 Million
5.13% of portfolio
|
Q4 2024
Added 542.15%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
May 06, 2025 Q1 2025 |
134,884
shares
|
$8.87 Million
1.78% of portfolio
|
Q1 2025
Added 0.92%
|
|
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
Apr 29, 2025 Q1 2025 |
134,200
shares
|
$8.83 Million
0.79% of portfolio
|
Q1 2025
Reduced 25.11%
|
|
|
Quent Capital, LLC
|
Apr 04, 2025 Q1 2025 |
133,272
shares
|
$8.77 Million
0.89% of portfolio
|
Q1 2025
Added 4.63%
|
|
|
Wealth Advisory Solutions, LLC
|
Apr 30, 2025 Q1 2025 |
133,063
shares
|
$8.75 Million
2.19% of portfolio
|
Q1 2025
Reduced 2.18%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
133,029
shares
|
$8.75 Million
2.29% of portfolio
|
Q4 2024
Added 1.73%
|
|
|
Buck Wealth Strategies, LLC
Denver, CO |
Apr 22, 2025 Q1 2025 |
130,633
shares
|
$8.59 Million
1.53% of portfolio
|
Q1 2025
New holding
|
|
|
Hudson Capital Management LLC
|
Apr 11, 2025 Q1 2025 |
130,296
shares
|
$8.57 Million
2.51% of portfolio
|
Q1 2025
Reduced 3.12%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 17, 2025 Q4 2024 |
126,812
shares
|
$8.34 Million
0.58% of portfolio
|
Q4 2024
Added 16.04%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Feb 13, 2025 Q4 2024 |
124,700
shares
|
$8.2 Million
0.01% of portfolio
|
Q4 2024
Added 148.41%
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
May 07, 2025 Q1 2025 |
124,652
shares
|
$8.2 Million
2.82% of portfolio
|
Q1 2025
Added 17.29%
|
|
|
Versant Capital Management, Inc
|
Apr 03, 2025 Q1 2025 |
124,465
shares
|
$8.19 Million
1.31% of portfolio
|
Q1 2025
Reduced 5.62%
|
|
|
Synovus Financial Corp
Columbus, GA |
Feb 13, 2025 Q4 2024 |
124,306
shares
|
$8.18 Million
0.08% of portfolio
|
Q4 2024
Reduced 49.16%
|
|
|
Chatham Capital Group, Inc.
|
Apr 10, 2025 Q1 2025 |
124,291
shares
|
$8.17 Million
1.3% of portfolio
|
Q1 2025
Reduced 1.17%
|
|
|
Advisor Resource Council
|
Apr 21, 2025 Q1 2025 |
123,790
shares
|
$8.14 Million
0.57% of portfolio
|
Q1 2025
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
120,921
shares
|
$7.95 Million
0.1% of portfolio
|
Q1 2025
Added 1.55%
|
|
|
Glenview Trust CO
Louisville, KY |
Feb 10, 2025 Q4 2024 |
119,208
shares
|
$7.84 Million
0.12% of portfolio
|
Q4 2024
Added 0.4%
|