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 516 institutions that hold shares in the stock, with a total of 121 Million shares, which have been reported (via 13F filing form) to have a value of $6.71 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2024 Q3 2024 |
3,987
shares
|
$221,198
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
3,985
shares
|
$221,087
0.04% of portfolio
|
Q3 2023
Added 407.64%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2024 Q3 2024 |
3,976
shares
|
$220,588
0.03% of portfolio
|
Q3 2024
Added 16.16%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Nov 13, 2024 Q3 2024 |
3,957
shares
|
$219,534
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Exchange Traded Concepts, LLC
|
Jan 21, 2025 Q4 2024 |
3,048
shares
|
$169,103
0.0% of portfolio
|
Q4 2024
Reduced 2.46%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Nov 05, 2024 Q3 2024 |
2,821
shares
|
$156,509
0.06% of portfolio
|
Q3 2024
Added 97.13%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
2,698
shares
|
$149,685
0.0% of portfolio
|
Q3 2024
Added 0.75%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
2,636
shares
|
$146,245
0.0% of portfolio
|
Q4 2024
Added 8.93%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
2,575
shares
|
$142,861
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Washington Trust Advisors, Inc.
|
Nov 01, 2024 Q3 2024 |
2,444
shares
|
$135,593
0.01% of portfolio
|
Q4 2023
Reduced 57.05%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jan 14, 2025 Q4 2024 |
2,368
shares
|
$131,376
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
2,118
shares
|
$117,506
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Jan 13, 2025 Q4 2024 |
2,044
shares
|
$113,401
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
1,898
shares
|
$105,301
0.01% of portfolio
|
Q3 2024
Added 134.9%
|
|
|
Bfsg, LLC
|
Jan 31, 2025 Q4 2024 |
1,877
shares
|
$104,135
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jan 29, 2025 Q4 2024 |
1,721
shares
|
$95,481
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
1,695
shares
|
$94,038
0.01% of portfolio
|
Q3 2024
Reduced 4.61%
|
|
|
Hartford Financial Management Inc.
|
Jan 23, 2025 Q4 2024 |
1,459
shares
|
$80,945
0.02% of portfolio
|
Q4 2024
Reduced 2.41%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Nov 04, 2024 Q3 2024 |
1,457
shares
|
$80,834
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
1,429
shares
|
$79,280
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
1,350
shares
|
$74,898
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
1,328
shares
|
$73,677
0.0% of portfolio
|
Q3 2024
Added 14.19%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
1,256
shares
|
$69,682
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Caitlin John, LLC
Brighton, MI |
Jan 27, 2025 Q4 2024 |
1,195
shares
|
$66,298
0.04% of portfolio
|
Q1 2024
Reduced 29.29%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Nov 14, 2024 Q3 2024 |
1,097
shares
|
$60,861
0.0% of portfolio
|
Q3 2024
New holding
|