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 |
|---|---|---|---|---|---|
|
Purus Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
95,050
shares
|
$6.25 Million
2.04% of portfolio
|
Q4 2024
Added 11.73%
|
|
|
Abound Financial, LLC
Granite Bay, CA |
Apr 29, 2025 Q1 2025 |
91,194
shares
|
$6 Million
2.86% of portfolio
|
Q1 2025
Added 9.33%
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
87,860
shares
|
$5.78 Million
2.06% of portfolio
|
Q1 2025
Added 46.0%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Feb 12, 2025 Q4 2024 |
86,818
shares
|
$5.71 Million
0.45% of portfolio
|
Q4 2024
Added 0.6%
|
|
|
Upper Left Wealth Management, LLC
|
Apr 14, 2025 Q1 2025 |
86,069
shares
|
$5.66 Million
3.93% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
85,259
shares
|
$5.61 Million
0.52% of portfolio
|
Q2 2024
Added 2.14%
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
84,748
shares
|
$5.57 Million
0.06% of portfolio
|
Q1 2025
Added 100.97%
|
|
|
Team Financial Group, LLC
Temecula, CA |
Apr 22, 2025 Q1 2025 |
84,214
shares
|
$5.54 Million
3.01% of portfolio
|
Q1 2025
Added 13.66%
|
|
|
Uma Financial Services, Inc.
|
Apr 28, 2025 Q1 2025 |
83,168
shares
|
$5.47 Million
0.92% of portfolio
|
Q1 2025
Added 107.86%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
82,935
shares
|
$5.45 Million
0.07% of portfolio
|
Q4 2024
Added 8.22%
|
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
Apr 17, 2025 Q1 2025 |
81,375
shares
|
$5.35 Million
3.89% of portfolio
|
Q1 2025
Reduced 0.63%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Apr 25, 2025 Q1 2025 |
80,784
shares
|
$5.31 Million
0.63% of portfolio
|
Q1 2025
Added 3.92%
|
|
|
Cardinal Strategic Wealth Guidance
|
May 01, 2025 Q1 2025 |
80,642
shares
|
$5.3 Million
1.6% of portfolio
|
Q1 2025
New holding
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
80,466
shares
|
$5.29 Million
0.01% of portfolio
|
Q1 2025
Added 2.44%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
80,224
shares
|
$5.28 Million
0.04% of portfolio
|
Q1 2025
Reduced 23.21%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
May 06, 2025 Q1 2025 |
79,094
shares
|
$5.2 Million
0.76% of portfolio
|
Q1 2025
Added 93.78%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Feb 14, 2025 Q4 2024 |
78,557
shares
|
$5.17 Million
0.03% of portfolio
|
Q4 2024
Reduced 35.79%
|
|
|
Courier Capital LLC
|
Apr 14, 2025 Q1 2025 |
77,166
shares
|
$5.08 Million
0.31% of portfolio
|
Q1 2025
Added 137.7%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
75,975
shares
|
$5 Million
0.02% of portfolio
|
Q4 2024
Added 0.79%
|
|
|
Joseph Group Capital Management
Columbus, OH |
Apr 30, 2025 Q1 2025 |
73,627
shares
|
$4.84 Million
1.81% of portfolio
|
Q1 2025
Reduced 17.27%
|
|
|
Financial Guidance Group, Inc.
|
Apr 23, 2025 Q1 2025 |
73,229
shares
|
$4.82 Million
2.76% of portfolio
|
Q1 2025
Added 4.08%
|
|
|
Austin Private Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
72,737
shares
|
$4.78 Million
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
71,817
shares
|
$4.72 Million
0.04% of portfolio
|
Q4 2024
Reduced 4.74%
|
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
71,193
shares
|
$4.68 Million
0.25% of portfolio
|
Q1 2025
Added 6.6%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
70,831
shares
|
$4.66 Million
0.04% of portfolio
|
Q3 2023
Reduced 1.2%
|