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 |
|---|---|---|---|---|---|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Feb 21, 2025 Q4 2024 |
60,223
shares
|
$3.96 Million
0.01% of portfolio
|
Q4 2024
Added 1.96%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Feb 10, 2025 Q4 2024 |
59,110
shares
|
$3.89 Million
0.87% of portfolio
|
Q4 2024
New holding
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
Feb 14, 2025 Q4 2024 |
59,017
shares
|
$3.88 Million
5.33% of portfolio
|
Q4 2024
New holding
|
|
|
Kraematon Investment Advisors, Inc
|
Apr 14, 2025 Q1 2025 |
58,647
shares
|
$3.86 Million
3.9% of portfolio
|
Q1 2025
Reduced 1.98%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
57,106
shares
|
$3.76 Million
0.1% of portfolio
|
Q1 2025
Reduced 2.88%
|
|
|
Baker Ellis Asset Management LLC
|
Apr 15, 2025 Q1 2025 |
56,650
shares
|
$3.73 Million
0.52% of portfolio
|
Q1 2025
Added 3.0%
|
|
|
Financial Life Advisors
|
Apr 24, 2025 Q1 2025 |
56,284
shares
|
$3.7 Million
1.32% of portfolio
|
Q1 2025
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
55,075
shares
|
$3.62 Million
0.15% of portfolio
|
Q1 2025
Reduced 9.21%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
54,835
shares
|
$3.61 Million
0.09% of portfolio
|
Q4 2024
Added 3.14%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
54,648
shares
|
$3.59 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
54,408
shares
|
$3.58 Million
0.07% of portfolio
|
Q1 2025
Added 22.76%
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
54,314
shares
|
$3.57 Million
1.5% of portfolio
|
Q1 2025
Added 11.66%
|
|
|
Paul R. Ried Financial Group, LLC
Bellevue, WA |
Apr 28, 2025 Q1 2025 |
54,193
shares
|
$3.56 Million
2.34% of portfolio
|
Q1 2025
Reduced 6.06%
|
|
|
Penobscot Wealth Management
|
Apr 28, 2025 Q1 2025 |
53,602
shares
|
$3.53 Million
1.65% of portfolio
|
Q1 2025
New holding
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Apr 14, 2025 Q1 2025 |
51,940
shares
|
$3.42 Million
0.52% of portfolio
|
Q1 2025
Added 7.1%
|
|
|
Essex Financial Services, Inc.
|
Apr 25, 2025 Q1 2025 |
51,916
shares
|
$3.41 Million
0.24% of portfolio
|
Q1 2025
Added 12.03%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
50,684
shares
|
$3.33 Million
0.1% of portfolio
|
Q1 2025
Added 320.06%
|
|
|
Copperwynd Financial, LLC
|
May 05, 2025 Q1 2025 |
50,643
shares
|
$3.33 Million
0.87% of portfolio
|
Q1 2025
Reduced 3.68%
|
|
|
Entrewealth, LLC
Austin, TX |
Feb 10, 2025 Q4 2024 |
50,408
shares
|
$3.32 Million
2.45% of portfolio
|
Q4 2024
New holding
|
|
|
Certior Financial Group, LLC
King Of Prussia, PA |
Feb 13, 2025 Q4 2024 |
50,026
shares
|
$3.29 Million
2.25% of portfolio
|
Q4 2024
New holding
|
|
|
Jump Financial, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
49,966
shares
|
$3.29 Million
0.06% of portfolio
|
Q4 2024
Reduced 12.3%
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
49,603
shares
|
$3.26 Million
0.2% of portfolio
|
Q4 2024
Added 6.12%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Feb 12, 2025 Q4 2024 |
48,866
shares
|
$3.21 Million
0.0% of portfolio
|
Q4 2024
Reduced 23.79%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
May 08, 2025 Q1 2025 |
48,824
shares
|
$3.21 Million
0.32% of portfolio
|
Q1 2025
Added 11.5%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
48,673
shares
|
$3.2 Million
0.05% of portfolio
|
Q1 2025
Added 0.64%
|