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 |
---|---|---|---|---|---|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 14, 2024 Q1 2024 |
37,850
shares
|
$1.74 Million
0.02% of portfolio
|
Q1 2024
Added 3.02%
|
|
Intrua Financial, LLC
Houston, TX |
May 15, 2023 Q1 2023 |
37,195
shares
|
$1.71 Million
0.29% of portfolio
|
Q1 2023
New holding
|
|
Steward Partners Investment Advisory, LLC
|
May 15, 2024 Q1 2024 |
36,901
shares
|
$1.7 Million
0.02% of portfolio
|
Q1 2024
Reduced 1.19%
|
|
Lincoln National Corp
|
May 01, 2024 Q1 2024 |
36,860
shares
|
$1.7 Million
0.03% of portfolio
|
Q1 2024
Reduced 30.11%
|
|
Comerica Bank
|
May 15, 2024 Q1 2024 |
36,259
shares
|
$1.67 Million
0.01% of portfolio
|
Q1 2024
Added 35.86%
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
May 13, 2024 Q1 2024 |
36,000
shares
|
$1.66 Million
0.01% of portfolio
|
Q1 2024
Reduced 10.45%
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
May 13, 2024 Q1 2024 |
35,763
shares
|
$1.65 Million
0.1% of portfolio
|
Q1 2024
Added 1782.26%
|
|
Fure Financial Corp
Bloomington, MN |
Nov 09, 2022 Q3 2022 |
35,340
shares
|
$1.63 Million
0.96% of portfolio
|
Q3 2022
New holding
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
May 14, 2024 Q1 2024 |
34,917
shares
|
$1.61 Million
1.23% of portfolio
|
Q1 2024
Reduced 1.71%
|
|
Merit Financial Group, LLC
|
May 06, 2024 Q1 2024 |
33,627
shares
|
$1.55 Million
0.03% of portfolio
|
Q1 2024
Reduced 2.73%
|
|
Us Bancorp \De\
|
May 07, 2024 Q1 2024 |
33,334
shares
|
$1.54 Million
0.0% of portfolio
|
Q1 2024
Added 33.25%
|
|
Gradient Capital Advisors, LLC
|
Apr 17, 2024 Q1 2024 |
33,233
shares
|
$1.53 Million
0.54% of portfolio
|
Q1 2024
Added 2.78%
|
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
Jan 03, 2024 Q4 2023 |
33,105
shares
|
$1.53 Million
0.49% of portfolio
|
Q4 2023
Reduced 41.22%
|
|
Essex Financial Services, Inc.
|
Apr 23, 2024 Q1 2024 |
32,658
shares
|
$1.51 Million
0.13% of portfolio
|
Q1 2024
Reduced 6.35%
|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
May 10, 2024 Q1 2024 |
32,522
shares
|
$1.5 Million
0.35% of portfolio
|
Q1 2024
Added 4.3%
|
|
Lam Group, Inc.
Lake Oswego, OR |
Apr 05, 2024 Q1 2024 |
32,385
shares
|
$1.49 Million
1.16% of portfolio
|
Q1 2024
New holding
|
|
Principal Financial Group Inc
Des Moines, IA |
Apr 29, 2024 Q1 2024 |
31,731
shares
|
$1.46 Million
0.0% of portfolio
|
Q1 2024
New holding
|
|
Richard Bernstein Advisors LLC
|
May 09, 2024 Q1 2024 |
31,184
shares
|
$1.44 Million
0.03% of portfolio
|
Q1 2024
Reduced 19.97%
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Apr 12, 2024 Q1 2024 |
29,906
shares
|
$1.38 Million
0.92% of portfolio
|
Q1 2024
Reduced 40.89%
|
|
Valicenti Advisory Services Inc
|
Apr 23, 2024 Q1 2024 |
29,729
shares
|
$1.37 Million
0.37% of portfolio
|
Q1 2024
Reduced 29.54%
|
|
Kestra Private Wealth Services, LLC
|
May 02, 2024 Q1 2024 |
29,616
shares
|
$1.37 Million
0.03% of portfolio
|
Q1 2024
Added 107.12%
|
|
Leo Wealth, LLC
Hurst, TX |
May 09, 2024 Q1 2024 |
29,408
shares
|
$1.36 Million
0.13% of portfolio
|
Q1 2024
Added 5.08%
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
29,395
shares
|
$1.35 Million
0.13% of portfolio
|
Q2 2023
Reduced 0.43%
|
|
Forbes J M & CO LLP
|
Apr 11, 2024 Q1 2024 |
28,711
shares
|
$1.32 Million
0.14% of portfolio
|
Q2 2023
New holding
|
|
Tidemark, LLC
San Diego, CA |
May 13, 2024 Q1 2024 |
28,297
shares
|
$1.3 Million
0.7% of portfolio
|
Q1 2024
Added 2752.52%
|