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 |
|---|---|---|---|---|---|
|
Amj Financial Wealth Management
Leesburg, VA |
Feb 06, 2025 Q4 2024 |
116,319
shares
|
$7.65 Million
1.69% of portfolio
|
Q4 2024
Reduced 1.53%
|
|
|
Managed Asset Portfolios, LLC
Rochester, MI |
Feb 07, 2025 Q4 2024 |
113,611
shares
|
$7.47 Million
0.93% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
111,759
shares
|
$7.35 Million
0.4% of portfolio
|
Q1 2025
Added 665.94%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Apr 21, 2025 Q1 2025 |
110,611
shares
|
$7.27 Million
0.27% of portfolio
|
Q1 2025
Reduced 1.75%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Apr 23, 2025 Q1 2025 |
110,301
shares
|
$7.25 Million
1.16% of portfolio
|
Q1 2025
Added 13.64%
|
|
|
Main Street Financial Solutions, LLC
|
May 08, 2025 Q1 2025 |
109,004
shares
|
$7.17 Million
0.59% of portfolio
|
Q1 2025
New holding
|
|
|
Archford Capital Strategies, LLC
|
Apr 23, 2025 Q1 2025 |
107,988
shares
|
$7.1 Million
1.05% of portfolio
|
Q1 2025
Reduced 8.43%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
107,974
shares
|
$7.1 Million
0.04% of portfolio
|
Q1 2025
Added 1.28%
|
|
|
Palladiem, LLC
|
Dec 08, 2023 Q3 2023 |
106,820
shares
|
$7.03 Million
4.4% of portfolio
|
Q3 2023
Added 16.14%
|
|
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
Jan 17, 2025 Q4 2024 |
105,243
shares
|
$6.92 Million
3.7% of portfolio
|
Q4 2024
Added 7.85%
|
|
|
Stapp Wealth Management, Pllc
Olympia, WA |
Apr 22, 2025 Q1 2025 |
104,724
shares
|
$6.89 Million
14.85% of portfolio
|
Q1 2025
Reduced 4.28%
|
|
|
Zhang Financial LLC
|
Apr 15, 2025 Q1 2025 |
104,289
shares
|
$6.86 Million
0.35% of portfolio
|
Q1 2025
Reduced 0.18%
|
|
|
Inspirion Wealth Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
102,601
shares
|
$6.75 Million
0.88% of portfolio
|
Q1 2025
Added 0.89%
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Apr 22, 2025 Q1 2025 |
101,612
shares
|
$6.68 Million
3.41% of portfolio
|
Q1 2025
Added 2.29%
|
|
|
Jnba Financial Advisors
|
Apr 25, 2025 Q1 2025 |
100,282
shares
|
$6.6 Million
0.65% of portfolio
|
Q1 2025
Reduced 14.32%
|
|
|
Us Financial Advisors, LLC
Braintree, MA |
May 08, 2025 Q1 2025 |
99,628
shares
|
$6.55 Million
1.82% of portfolio
|
Q1 2025
New holding
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Feb 12, 2025 Q4 2024 |
99,228
shares
|
$6.53 Million
1.94% of portfolio
|
Q4 2024
Reduced 21.69%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
98,330
shares
|
$6.47 Million
0.35% of portfolio
|
Q1 2025
Added 2.55%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
98,325
shares
|
$6.47 Million
0.1% of portfolio
|
Q1 2025
Reduced 0.72%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
98,081
shares
|
$6.45 Million
0.44% of portfolio
|
Q4 2024
New holding
|
|
|
Horst & Graben Wealth Management LLC
|
Apr 29, 2025 Q1 2025 |
98,047
shares
|
$6.45 Million
1.15% of portfolio
|
Q1 2025
Added 89.63%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
97,652
shares
|
$6.42 Million
0.37% of portfolio
|
Q4 2024
Reduced 19.38%
|
|
|
Money Concepts Capital Corp
|
Apr 24, 2025 Q1 2025 |
95,854
shares
|
$6.3 Million
0.48% of portfolio
|
Q1 2025
Reduced 2.7%
|
|
|
American Trust
Lexington, KY |
Feb 18, 2025 Q4 2024 |
95,120
shares
|
$6.26 Million
0.41% of portfolio
|
Q4 2024
Added 1421.19%
|
|
|
Walkner Condon Financial Advisors LLC
|
Apr 22, 2025 Q1 2025 |
95,111
shares
|
$6.26 Million
1.22% of portfolio
|
Q1 2025
Added 12.84%
|