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 |
|---|---|---|---|---|---|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
70,796
shares
|
$4.66 Million
0.05% of portfolio
|
Q4 2024
Added 612.88%
|
|
|
Q3 Asset Management
|
May 01, 2025 Q1 2025 |
70,690
shares
|
$4.65 Million
2.99% of portfolio
|
Q1 2025
New holding
|
|
|
Motiv8 Investments LLC
Port St. Lucie, FL |
Apr 23, 2025 Q1 2025 |
70,280
shares
|
$4.62 Million
2.89% of portfolio
|
Q1 2025
New holding
|
|
|
Detalus Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
69,261
shares
|
$4.56 Million
1.42% of portfolio
|
Q1 2025
Added 213.45%
|
|
|
Seven Post Investment Office LP
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
69,074
shares
|
$4.54 Million
1.64% of portfolio
|
Q1 2025
Reduced 0.5%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Jan 21, 2025 Q4 2024 |
68,918
shares
|
$4.53 Million
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Forvis Wealth Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
68,557
shares
|
$4.51 Million
0.08% of portfolio
|
Q4 2024
Reduced 0.44%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Apr 29, 2025 Q1 2025 |
68,500
shares
|
$4.51 Million
0.09% of portfolio
|
Q1 2025
Reduced 6.8%
|
|
|
Bright Financial Advisors, Inc.
Portage, MI |
Jan 28, 2025 Q4 2024 |
68,393
shares
|
$4.5 Million
2.23% of portfolio
|
Q4 2024
Added 5.73%
|
|
|
Cabot Wealth Management Inc
|
Apr 21, 2025 Q1 2025 |
67,990
shares
|
$4.47 Million
0.54% of portfolio
|
Q1 2025
Added 2.61%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
67,267
shares
|
$4.42 Million
0.1% of portfolio
|
Q4 2024
Reduced 9.15%
|
|
|
Nissay Asset Management Corp
Tokyo, M0 |
Feb 14, 2025 Q4 2024 |
66,419
shares
|
$4.37 Million
0.02% of portfolio
|
Q4 2024
Added 36.66%
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Feb 11, 2025 Q4 2024 |
66,416
shares
|
$4.37 Million
2.36% of portfolio
|
Q4 2024
Reduced 2.22%
|
|
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
May 09, 2025 Q1 2025 |
66,375
shares
|
$4.37 Million
0.49% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
Segment Wealth Management, LLC
|
Apr 21, 2025 Q1 2025 |
66,154
shares
|
$4.35 Million
0.29% of portfolio
|
Q1 2025
Added 596.36%
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
May 05, 2025 Q1 2025 |
65,799
shares
|
$4.33 Million
2.95% of portfolio
|
Q1 2025
Added 5.35%
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
Jan 24, 2025 Q4 2024 |
65,699
shares
|
$4.32 Million
0.88% of portfolio
|
Q4 2024
Reduced 49.5%
|
|
|
Bush Investment Group, LLC
Valdosta, GA |
Apr 29, 2025 Q1 2025 |
65,628
shares
|
$4.32 Million
3.06% of portfolio
|
Q1 2025
Added 85.66%
|
|
|
New Perspectives, Inc
Tougaloo, MS |
Apr 25, 2025 Q1 2025 |
65,584
shares
|
$4.31 Million
2.17% of portfolio
|
Q1 2025
New holding
|
|
|
Baker Tilly Wealth Management, LLC
|
Apr 09, 2025 Q1 2025 |
65,320
shares
|
$4.3 Million
1.6% of portfolio
|
Q1 2025
Added 24.43%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
64,560
shares
|
$4.25 Million
0.05% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
63,774
shares
|
$4.19 Million
0.2% of portfolio
|
Q1 2025
Added 2.03%
|
|
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
Feb 06, 2025 Q4 2024 |
63,207
shares
|
$4.16 Million
0.17% of portfolio
|
Q4 2024
Reduced 12.24%
|
|
|
Ndvr, Inc.
Boston, MA |
Feb 14, 2025 Q4 2024 |
62,736
shares
|
$4.13 Million
3.12% of portfolio
|
Q4 2024
New holding
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
61,096
shares
|
$4.02 Million
0.63% of portfolio
|
Q4 2024
Reduced 0.22%
|