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 529 institutions that hold shares in the stock, with a total of 123 Million shares, which have been reported (via 13F filing form) to have a value of $6.95 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
24,550
shares
|
$1.39 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
24,001
shares
|
$1.36 Million
0.02% of portfolio
|
Q1 2022
New holding
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Jan 24, 2025 Q4 2024 |
23,038
shares
|
$1.31 Million
0.43% of portfolio
|
Q4 2024
Added 341.59%
|
|
|
Sargent Investment Group, LLC
|
Jan 27, 2025 Q4 2024 |
23,015
shares
|
$1.3 Million
0.19% of portfolio
|
Q4 2024
Added 21.04%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Feb 07, 2025 Q4 2024 |
22,863
shares
|
$1.3 Million
0.19% of portfolio
|
Q2 2024
New holding
|
|
|
One Charles Private Wealth Services, LLC
|
Nov 12, 2024 Q3 2024 |
22,832
shares
|
$1.29 Million
0.47% of portfolio
|
Q3 2024
Reduced 46.26%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Feb 03, 2025 Q4 2024 |
22,473
shares
|
$1.27 Million
0.45% of portfolio
|
Q4 2024
New holding
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
22,452
shares
|
$1.27 Million
0.0% of portfolio
|
Q3 2024
Added 185.14%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Nov 05, 2024 Q3 2024 |
22,199
shares
|
$1.26 Million
0.5% of portfolio
|
Q3 2024
Added 11.12%
|
|
|
Detalus Advisors, LLC
|
Feb 06, 2025 Q4 2024 |
22,096
shares
|
$1.25 Million
0.4% of portfolio
|
Q4 2024
New holding
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2024 Q3 2024 |
22,083
shares
|
$1.25 Million
0.06% of portfolio
|
Q2 2024
Added 903.77%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
22,070
shares
|
$1.25 Million
0.35% of portfolio
|
Q1 2024
Added 153.56%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
21,876
shares
|
$1.24 Million
0.0% of portfolio
|
Q3 2024
Added 7.87%
|
|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
21,860
shares
|
$1.24 Million
0.05% of portfolio
|
Q3 2024
Added 1962.26%
|
|
|
Carret Asset Management, LLC
|
Oct 24, 2024 Q3 2024 |
21,331
shares
|
$1.21 Million
0.12% of portfolio
|
Q2 2024
Reduced 9.89%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
21,227
shares
|
$1.2 Million
0.0% of portfolio
|
Q3 2024
Added 1.32%
|
|
|
Bravias Capital Group, LLC
Iselin, NJ |
Feb 06, 2025 Q4 2024 |
20,926
shares
|
$1.19 Million
0.94% of portfolio
|
Q4 2024
New holding
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 13, 2024 Q3 2024 |
20,914
shares
|
$1.19 Million
0.15% of portfolio
|
Q3 2024
Added 42.47%
|
|
|
Petix & Botte CO
|
Jan 21, 2025 Q4 2024 |
20,396
shares
|
$1.16 Million
0.28% of portfolio
|
Q4 2024
Reduced 48.54%
|
|
|
Apella Capital, LLC
|
Jan 14, 2025 Q4 2024 |
20,178
shares
|
$1.14 Million
0.04% of portfolio
|
Q4 2024
Added 16.55%
|
|
|
Total Investment Management Inc
Scottsdale, AZ |
Jan 31, 2025 Q4 2024 |
19,808
shares
|
$1.12 Million
0.15% of portfolio
|
Q2 2024
Reduced 1.02%
|
|
|
Diligent Investors, LLC
|
Oct 31, 2024 Q3 2024 |
19,711
shares
|
$1.12 Million
0.26% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Feb 04, 2025 Q4 2024 |
19,475
shares
|
$1.1 Million
0.62% of portfolio
|
Q4 2024
Reduced 6.26%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
19,190
shares
|
$1.09 Million
0.02% of portfolio
|
Q3 2024
Added 58.12%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
19,171
shares
|
$1.09 Million
0.66% of portfolio
|
Q4 2024
New holding
|