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 |
---|---|---|---|---|---|
Argi Investment Services, LLC
|
Feb 02, 2023 Q4 2022 |
26,949
shares
|
$1.24 Million
0.03% of portfolio
|
Q4 2022
Added 10.86%
|
|
Brown Miller Wealth Management, LLC
|
Apr 17, 2024 Q1 2024 |
26,657
shares
|
$1.23 Million
0.52% of portfolio
|
Q1 2024
Added 4.53%
|
|
Tocqueville Asset Management L.P.
New York, NY |
May 09, 2024 Q1 2024 |
26,462
shares
|
$1.22 Million
0.02% of portfolio
|
Q1 2024
Reduced 3.93%
|
|
Swmg, LLC
Fort Worth, TX |
May 15, 2024 Q1 2024 |
25,859
shares
|
$1.19 Million
0.51% of portfolio
|
Q1 2024
Added 84.39%
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2024 Q1 2024 |
25,500
shares
|
$1.18 Million
0.03% of portfolio
|
Q1 2022
New holding
|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
May 03, 2024 Q1 2024 |
25,431
shares
|
$1.17 Million
0.5% of portfolio
|
Q1 2024
Added 4.04%
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
24,001
shares
|
$1.11 Million
0.02% of portfolio
|
Q1 2022
New holding
|
|
Carret Asset Management, LLC
|
Apr 18, 2024 Q1 2024 |
23,673
shares
|
$1.09 Million
0.12% of portfolio
|
Q3 2023
Reduced 2.36%
|
|
Vaughan David Investments LLC
Peoria, IL |
May 13, 2024 Q1 2024 |
22,797
shares
|
$1.05 Million
0.02% of portfolio
|
Q1 2024
New holding
|
|
Main Street Financial Solutions, LLC
|
Apr 22, 2024 Q1 2024 |
22,260
shares
|
$1.03 Million
0.1% of portfolio
|
Q1 2024
New holding
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
22,070
shares
|
$1.02 Million
0.35% of portfolio
|
Q1 2024
Added 153.56%
|
|
Robinson Value Management, Ltd.
San Antonio, TX |
Apr 15, 2024 Q1 2024 |
21,913
shares
|
$1.01 Million
0.67% of portfolio
|
Q1 2024
Reduced 1.07%
|
|
Kendall Capital Management
|
May 10, 2024 Q1 2024 |
21,870
shares
|
$1.01 Million
0.34% of portfolio
|
Q1 2024
Reduced 0.22%
|
|
Stansberry Asset Management, LLC
New York, NY |
May 14, 2024 Q1 2024 |
21,671
shares
|
$998,816
0.14% of portfolio
|
Q1 2024
Added 6.79%
|
|
Cibc Private Wealth Group, LLC
|
May 10, 2024 Q1 2024 |
21,440
shares
|
$988,169
0.0% of portfolio
|
Q1 2024
Reduced 4.02%
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 23, 2024 Q1 2024 |
21,164
shares
|
$975,448
0.07% of portfolio
|
Q1 2024
Added 113.11%
|
|
Continuum Advisory, LLC
Eagle, ID |
May 10, 2024 Q1 2024 |
20,376
shares
|
$939,129
0.14% of portfolio
|
Q1 2024
Added 21.87%
|
|
Valtinson Bruner Financial Planning LLC
|
Apr 29, 2024 Q1 2024 |
20,343
shares
|
$937,608
0.48% of portfolio
|
Q1 2024
Added 117.13%
|
|
Total Investment Management Inc
Scottsdale, AZ |
Apr 16, 2024 Q1 2024 |
20,013
shares
|
$922,399
0.11% of portfolio
|
Q1 2024
Reduced 0.88%
|
|
Diligent Investors, LLC
|
May 03, 2024 Q1 2024 |
19,788
shares
|
$912,028
0.24% of portfolio
|
Q4 2023
Reduced 3.42%
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Apr 26, 2024 Q1 2024 |
19,643
shares
|
$905,345
0.47% of portfolio
|
Q1 2024
Added 7.68%
|
|
Flagship Harbor Advisors, LLC
|
Apr 16, 2024 Q1 2024 |
19,642
shares
|
$905,299
0.06% of portfolio
|
Q1 2024
New holding
|
|
Petix & Botte CO
|
May 03, 2024 Q1 2024 |
19,355
shares
|
$892,071
0.21% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
May 14, 2024 Q1 2024 |
19,353
shares
|
$891,979
0.85% of portfolio
|
Q1 2024
Added 64.12%
|
|
Sargent Investment Group, LLC
|
May 10, 2024 Q1 2024 |
19,081
shares
|
$879,443
0.19% of portfolio
|
Q2 2023
Reduced 0.17%
|