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 |
---|---|---|---|---|---|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
May 02, 2024 Q1 2024 |
63,800
shares
|
$2.94 Million
0.14% of portfolio
|
Q1 2024
Reduced 11.88%
|
|
Brookstone Capital Management
|
Apr 15, 2024 Q1 2024 |
63,148
shares
|
$2.91 Million
0.06% of portfolio
|
Q1 2024
Reduced 8.4%
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
May 14, 2024 Q1 2024 |
62,540
shares
|
$2.88 Million
0.01% of portfolio
|
Q1 2024
Reduced 37.94%
|
|
Kraematon Investment Advisors, Inc
|
May 03, 2024 Q1 2024 |
60,596
shares
|
$2.79 Million
2.85% of portfolio
|
Q1 2024
Reduced 2.58%
|
|
Ae Wealth Management LLC
|
May 15, 2024 Q1 2024 |
59,243
shares
|
$2.73 Million
0.03% of portfolio
|
Q1 2024
Reduced 92.14%
|
|
Bright Financial Advisors, Inc.
Portage, MI |
May 09, 2024 Q1 2024 |
59,017
shares
|
$2.72 Million
2.03% of portfolio
|
Q1 2024
New holding
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
May 13, 2024 Q1 2024 |
58,228
shares
|
$2.68 Million
0.76% of portfolio
|
Q1 2024
Added 106.59%
|
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
Apr 18, 2024 Q1 2024 |
57,538
shares
|
$2.65 Million
1.83% of portfolio
|
Q1 2024
Added 7.72%
|
|
Prosperity Consulting Group, LLC
|
May 01, 2024 Q1 2024 |
56,858
shares
|
$2.62 Million
0.3% of portfolio
|
Q1 2024
New holding
|
|
Balentine LLC
Atlanta, GA |
May 15, 2024 Q1 2024 |
56,125
shares
|
$2.59 Million
0.07% of portfolio
|
Q1 2024
Reduced 98.1%
|
|
Cabot Wealth Management Inc
|
May 02, 2024 Q1 2024 |
56,103
shares
|
$2.59 Million
0.32% of portfolio
|
Q1 2024
Reduced 16.02%
|
|
Baker Ellis Asset Management LLC
|
Apr 17, 2024 Q1 2024 |
55,050
shares
|
$2.54 Million
0.36% of portfolio
|
Q1 2024
Reduced 0.18%
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 15, 2024 Q1 2024 |
54,693
shares
|
$2.52 Million
0.1% of portfolio
|
Q1 2024
Closed
|
|
Choreo, LLC
Minneapolis, MN |
May 02, 2024 Q1 2024 |
51,063
shares
|
$2.35 Million
0.06% of portfolio
|
Q1 2024
Reduced 38.82%
|
|
Financial Sense Advisors, Inc.
|
Apr 19, 2024 Q1 2024 |
50,620
shares
|
$2.33 Million
0.76% of portfolio
|
Q1 2024
New holding
|
|
Ci Investments Inc.
Toronto, A6 |
May 13, 2024 Q1 2024 |
50,534
shares
|
$2.33 Million
0.01% of portfolio
|
Q1 2024
Reduced 19.19%
|
|
Copperwynd Financial, LLC
|
Apr 30, 2024 Q1 2024 |
50,264
shares
|
$2.32 Million
0.81% of portfolio
|
Q1 2024
Added 13.8%
|
|
Jacobi Capital Management LLC
|
May 10, 2024 Q1 2024 |
44,358
shares
|
$2.04 Million
0.18% of portfolio
|
Q1 2024
Reduced 18.46%
|
|
Scotia Capital Inc.
|
May 14, 2024 Q1 2024 |
42,713
shares
|
$1.97 Million
0.01% of portfolio
|
Q1 2024
Added 2.7%
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 15, 2024 Q1 2024 |
41,367
shares
|
$1.91 Million
0.13% of portfolio
|
Q1 2024
Added 84.47%
|
|
Wfa Of San Diego, LLC
|
Nov 02, 2023 Q3 2023 |
39,702
shares
|
$1.83 Million
1.54% of portfolio
|
Q3 2023
Reduced 5.19%
|
|
Creative Planning
Overland Park, KS |
May 10, 2024 Q1 2024 |
39,639
shares
|
$1.83 Million
0.0% of portfolio
|
Q1 2024
Reduced 4.9%
|
|
Bridgewater Advisors Inc.
|
Apr 30, 2024 Q1 2024 |
38,553
shares
|
$1.78 Million
0.25% of portfolio
|
Q4 2023
Added 78.78%
|
|
Requisite Capital Management, LLC
|
Apr 18, 2024 Q1 2024 |
38,287
shares
|
$1.76 Million
0.41% of portfolio
|
Q1 2024
New holding
|
|
One Charles Private Wealth Services, LLC
|
May 14, 2024 Q1 2024 |
38,182
shares
|
$1.76 Million
0.75% of portfolio
|
Q1 2024
Added 5.03%
|