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 |
|---|---|---|---|---|---|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Jan 21, 2025 Q4 2024 |
19,007
shares
|
$1.08 Million
0.78% of portfolio
|
Q4 2024
Added 18.56%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
18,995
shares
|
$1.08 Million
0.02% of portfolio
|
Q4 2024
Added 9.09%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Nov 13, 2024 Q3 2024 |
18,896
shares
|
$1.07 Million
0.02% of portfolio
|
Q3 2024
Added 0.77%
|
|
|
Thrive Capital Management, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
18,876
shares
|
$1.07 Million
0.47% of portfolio
|
Q3 2024
Reduced 9.81%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Jan 29, 2025 Q4 2024 |
18,597
shares
|
$1.05 Million
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
18,505
shares
|
$1.05 Million
0.03% of portfolio
|
Q3 2024
Added 25.33%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
18,430
shares
|
$1.04 Million
0.01% of portfolio
|
Q3 2024
Added 12.82%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
18,033
shares
|
$1.02 Million
0.12% of portfolio
|
Q3 2024
Reduced 8.77%
|
|
|
Swmg, LLC
Fort Worth, TX |
Jan 23, 2025 Q4 2024 |
17,932
shares
|
$1.02 Million
0.39% of portfolio
|
Q4 2024
Reduced 5.91%
|
|
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
Feb 04, 2025 Q4 2024 |
17,918
shares
|
$1.02 Million
0.8% of portfolio
|
Q4 2024
New holding
|
|
|
Mayflower Financial Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
17,524
shares
|
$993,435
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
17,502
shares
|
$992,188
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Kendall Capital Management
|
Feb 07, 2025 Q4 2024 |
17,347
shares
|
$983,401
0.27% of portfolio
|
Q4 2024
Reduced 6.83%
|
|
|
Myecfo, LLC
La Jolla, CA |
Jan 13, 2025 Q4 2024 |
17,045
shares
|
$966,281
0.48% of portfolio
|
Q4 2024
Added 12.1%
|
|
|
Paladin Wealth, LLC
Arden Hills, MN |
Jan 29, 2025 Q4 2024 |
16,274
shares
|
$922,573
0.73% of portfolio
|
Q4 2024
Reduced 3.47%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
16,043
shares
|
$909,477
0.09% of portfolio
|
Q4 2024
Added 8.63%
|
|
|
Hrt Financial LP
New York, NY |
Nov 12, 2024 Q3 2024 |
15,964
shares
|
$904,999
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
15,755
shares
|
$893,150
0.04% of portfolio
|
Q3 2024
Reduced 28.94%
|
|
|
Brown Advisory Inc
|
Nov 13, 2024 Q3 2024 |
15,659
shares
|
$887,708
0.0% of portfolio
|
Q4 2022
Reduced 7.62%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
15,568
shares
|
$882,549
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
15,567
shares
|
$882,493
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Headlands Technologies LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
15,289
shares
|
$866,733
0.1% of portfolio
|
Q3 2024
Added 42.97%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
15,273
shares
|
$865,826
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Auour Investments LLC
Wenham, MA |
Feb 03, 2025 Q4 2024 |
14,944
shares
|
$847,175
0.28% of portfolio
|
Q4 2024
Added 7.49%
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
14,900
shares
|
$844,681
0.02% of portfolio
|
Q4 2024
Reduced 0.23%
|