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 |
|---|---|---|---|---|---|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
5,479
shares
|
$310,604
0.03% of portfolio
|
Q3 2024
Reduced 10.08%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
5,461
shares
|
$309,584
0.03% of portfolio
|
Q3 2024
Reduced 8.39%
|
|
|
Shore Haven Wealth Partners, LLC
|
Jan 29, 2025 Q4 2024 |
5,450
shares
|
$308,960
0.14% of portfolio
|
Q4 2024
Reduced 2.71%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jan 22, 2025 Q4 2024 |
5,393
shares
|
$305,729
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 13, 2025 Q4 2024 |
5,354
shares
|
$303,518
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
5,310
shares
|
$301,023
0.0% of portfolio
|
Q3 2024
Added 18.58%
|
|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
5,233
shares
|
$296,658
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Jan 29, 2025 Q4 2024 |
4,996
shares
|
$283,223
0.1% of portfolio
|
Q4 2024
Reduced 94.5%
|
|
|
N.E.W. Advisory Services LLC
|
Jan 23, 2025 Q4 2024 |
4,937
shares
|
$279,878
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
4,875
shares
|
$276,363
0.0% of portfolio
|
Q3 2022
Reduced 9.3%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Jan 22, 2025 Q4 2024 |
4,836
shares
|
$274,152
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
4,777
shares
|
$270,808
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Matrix Trust CO
|
Jan 10, 2025 Q4 2024 |
4,756
shares
|
$269,617
0.04% of portfolio
|
Q4 2024
Reduced 50.77%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
4,750
shares
|
$269,277
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
4,704
shares
|
$266,669
0.01% of portfolio
|
Q4 2024
Reduced 36.75%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jan 14, 2025 Q4 2024 |
4,550
shares
|
$257,939
0.03% of portfolio
|
Q4 2024
Added 5.37%
|
|
|
Community Bank, N.A.
|
Nov 14, 2024 Q3 2024 |
4,532
shares
|
$256,919
0.03% of portfolio
|
Q3 2024
Reduced 2.73%
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
4,518
shares
|
$256,125
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
West End Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
4,502
shares
|
$255,218
0.01% of portfolio
|
Q4 2024
Reduced 4.56%
|
|
|
Victory Capital Management Inc
|
Feb 06, 2025 Q4 2024 |
4,502
shares
|
$255,218
0.0% of portfolio
|
Q4 2024
Reduced 4.56%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
4,472
shares
|
$253,517
0.01% of portfolio
|
Q4 2024
Added 1.47%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
4,467
shares
|
$253,234
0.02% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Nov 08, 2024 Q3 2024 |
4,434
shares
|
$251,363
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Selective Wealth Management, Inc.
|
Jan 15, 2025 Q4 2024 |
4,368
shares
|
$247,621
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
4,340
shares
|
$246,034
0.03% of portfolio
|
Q4 2024
New holding
|