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 |
|---|---|---|---|---|---|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
1,145,263
shares
|
$63.5 Million
0.83% of portfolio
|
Q3 2024
Reduced 18.01%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
1,044,821
shares
|
$58 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.32%
|
|
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
Nov 14, 2024 Q3 2024 |
1,015,493
shares
|
$56.3 Million
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
934,077
shares
|
$51.8 Million
0.07% of portfolio
|
Q3 2024
Reduced 4.59%
|
|
|
Gradient Investments LLC
|
Jan 21, 2025 Q4 2024 |
918,918
shares
|
$51 Million
1.26% of portfolio
|
Q4 2024
Added 2.04%
|
|
|
Sei Investments CO
Oaks, PA |
Nov 12, 2024 Q3 2024 |
914,773
shares
|
$50.8 Million
0.06% of portfolio
|
Q3 2024
Added 36.99%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
874,146
shares
|
$48.5 Million
1.19% of portfolio
|
Q3 2024
Reduced 2.86%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
850,112
shares
|
$47.2 Million
0.01% of portfolio
|
Q3 2024
Added 8.11%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
823,185
shares
|
$45.7 Million
0.1% of portfolio
|
Q3 2024
Added 50.83%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
807,478
shares
|
$44.8 Million
0.01% of portfolio
|
Q3 2024
Reduced 7.3%
|
|
|
American Investment Services, Inc.
|
Nov 14, 2024 Q3 2024 |
756,959
shares
|
$42 Million
6.76% of portfolio
|
Q3 2024
Reduced 4.67%
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
688,018
shares
|
$38.2 Million
0.03% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
679,830
shares
|
$37.7 Million
0.43% of portfolio
|
Q3 2024
Added 12.04%
|
|
|
Van Eck Associates Corp
|
Jan 29, 2025 Q4 2024 |
665,936
shares
|
$36.9 Million
0.04% of portfolio
|
Q4 2024
Added 0.9%
|
|
|
Capital Planning Advisors, LLC
Sacramento, CA |
Jan 17, 2025 Q4 2024 |
649,170
shares
|
$36 Million
5.42% of portfolio
|
Q4 2024
Reduced 8.04%
|
|
|
Confluence Investment Management LLC
|
Jan 02, 2025 Q4 2024 |
627,966
shares
|
$34.8 Million
0.47% of portfolio
|
Q4 2024
Added 0.97%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jan 08, 2025 Q3 2024 |
577,370
shares
|
$32 Million
3.47% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Nepc LLC
Boston, MA |
Nov 18, 2024 Q3 2024 |
573,070
shares
|
$31.8 Million
0.9% of portfolio
|
Q2 2024
Reduced 13.08%
|
|
|
Medici Capital LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
555,240
shares
|
$30.8 Million
37.26% of portfolio
|
Q2 2024
Added 369.98%
|
|
|
Burt Wealth Advisors
|
Oct 31, 2024 Q3 2024 |
554,495
shares
|
$30.8 Million
7.25% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
521,857
shares
|
$29 Million
0.09% of portfolio
|
Q3 2024
Added 40.88%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
505,990
shares
|
$28.1 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sns Financial Group, LLC
|
Oct 31, 2024 Q3 2024 |
503,336
shares
|
$27.9 Million
2.64% of portfolio
|
Q3 2024
Reduced 2.93%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
501,522
shares
|
$27.8 Million
0.26% of portfolio
|
Q3 2024
Added 22.86%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
493,386
shares
|
$27.4 Million
0.04% of portfolio
|
Q3 2024
Added 21.15%
|