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 |
---|---|---|---|---|---|
Purus Wealth Management, LLC
|
Aug 12, 2024 Q2 2024 |
84,505
shares
|
$4.44 Million
1.76% of portfolio
|
Q2 2024
Added 1.56%
|
|
Ndvr, Inc.
Boston, MA |
Aug 09, 2024 Q2 2024 |
82,736
shares
|
$4.35 Million
3.97% of portfolio
|
Q2 2024
Reduced 17.04%
|
|
Mariner, LLC
Overland Park, KS |
Aug 13, 2024 Q2 2024 |
82,406
shares
|
$4.33 Million
0.01% of portfolio
|
Q2 2024
Reduced 5.04%
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 22, 2024 Q2 2024 |
81,445
shares
|
$4.28 Million
0.04% of portfolio
|
Q2 2024
Added 21.83%
|
|
Janney Montgomery Scott LLC
|
Jul 25, 2024 Q2 2024 |
78,812
shares
|
$4.14 Million
0.01% of portfolio
|
Q2 2024
Reduced 5.25%
|
|
Aptus Capital Advisors, LLC
|
Jul 31, 2024 Q2 2024 |
77,261
shares
|
$4.06 Million
0.07% of portfolio
|
Q2 2024
Reduced 7.24%
|
|
Walkner Condon Financial Advisors LLC
|
Aug 09, 2024 Q2 2024 |
76,887
shares
|
$4.04 Million
0.77% of portfolio
|
Q2 2024
Reduced 17.32%
|
|
Financial Guidance Group, Inc.
|
Aug 07, 2024 Q2 2024 |
75,740
shares
|
$3.98 Million
2.36% of portfolio
|
Q2 2024
Reduced 6.8%
|
|
Comerica Bank
|
Aug 15, 2024 Q2 2024 |
75,463
shares
|
$3.97 Million
0.01% of portfolio
|
Q2 2024
Added 108.12%
|
|
Benjamin Edwards Inc
Clayton, MO |
Aug 12, 2024 Q2 2024 |
75,209
shares
|
$3.95 Million
0.67% of portfolio
|
Q2 2024
Reduced 10.2%
|
|
Evercore Wealth Management, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
74,635
shares
|
$3.92 Million
0.05% of portfolio
|
Q2 2024
Added 3.6%
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Jul 25, 2024 Q2 2024 |
73,500
shares
|
$3.86 Million
0.08% of portfolio
|
Q1 2023
New holding
|
|
Upper Left Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
72,741
shares
|
$3.82 Million
3.08% of portfolio
|
Q2 2024
Reduced 2.05%
|
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
Aug 12, 2024 Q2 2024 |
72,026
shares
|
$3.79 Million
0.18% of portfolio
|
Q2 2024
Reduced 4.5%
|
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
Jul 19, 2024 Q2 2024 |
71,700
shares
|
$3.77 Million
0.47% of portfolio
|
Q2 2024
Added 5.13%
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 02, 2024 Q2 2024 |
71,529
shares
|
$3.76 Million
0.03% of portfolio
|
Q2 2024
Reduced 0.04%
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Aug 09, 2024 Q2 2024 |
70,953
shares
|
$3.73 Million
0.1% of portfolio
|
Q2 2024
Added 0.86%
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
70,831
shares
|
$3.72 Million
0.04% of portfolio
|
Q3 2023
Reduced 1.2%
|
|
Team Financial Group, LLC
Temecula, CA |
Aug 13, 2024 Q2 2024 |
69,521
shares
|
$3.65 Million
2.06% of portfolio
|
Q2 2024
Added 2.44%
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jul 30, 2024 Q2 2024 |
69,063
shares
|
$3.63 Million
0.41% of portfolio
|
Q2 2024
Added 2.39%
|
|
Forvis Wealth Advisors, LLC
|
Aug 09, 2024 Q2 2024 |
68,395
shares
|
$3.59 Million
0.08% of portfolio
|
Q2 2024
Added 1.06%
|
|
Advisory Alpha, LLC
|
Aug 21, 2024 Q2 2024 |
68,197
shares
|
$3.58 Million
0.13% of portfolio
|
Q2 2024
New holding
|
|
Brookstone Capital Management
|
Jul 18, 2024 Q2 2024 |
67,892
shares
|
$3.57 Million
0.06% of portfolio
|
Q2 2024
Added 7.51%
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Aug 08, 2024 Q2 2024 |
67,402
shares
|
$3.54 Million
0.05% of portfolio
|
Q2 2024
Reduced 3.03%
|
|
Ae Wealth Management LLC
|
Aug 12, 2024 Q2 2024 |
66,795
shares
|
$3.51 Million
0.03% of portfolio
|
Q2 2024
Added 12.75%
|