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 |
|---|---|---|---|---|---|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
586
shares
|
$33,220
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wintrust Investments LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
546
shares
|
$30,952
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
532
shares
|
$30,159
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
511
shares
|
$28,968
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
449
shares
|
$25,453
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Financial Management Professionals, Inc.
|
Jan 15, 2025 Q4 2024 |
420
shares
|
$23,809
0.0% of portfolio
|
Q2 2024
Added 1.2%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
364
shares
|
$20,635
0.0% of portfolio
|
Q3 2024
Added 21.74%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
303
shares
|
$17,177
0.0% of portfolio
|
Q1 2024
Added 17.44%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
300
shares
|
$17,007
0.01% of portfolio
|
Q1 2024
Reduced 42.86%
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Jan 24, 2025 Q4 2024 |
287
shares
|
$16,270
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Tradewinds Capital Management, LLC
|
Feb 03, 2025 Q4 2024 |
246
shares
|
$13,945
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
236
shares
|
$13,378
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
233
shares
|
$13,208
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 13, 2024 Q3 2024 |
227
shares
|
$12,868
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jan 31, 2025 Q4 2024 |
217
shares
|
$12,301
0.0% of portfolio
|
Q3 2022
Added 9.05%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Oct 22, 2024 Q3 2024 |
202
shares
|
$11,451
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
200
shares
|
$11,338
0.0% of portfolio
|
Q3 2023
Reduced 87.49%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
182
shares
|
$10,317
0.01% of portfolio
|
Q4 2024
Reduced 86.89%
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
174
shares
|
$9,864
0.0% of portfolio
|
Q4 2024
Added 12.99%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
169
shares
|
$9,580
0.0% of portfolio
|
Q4 2024
Added 445.16%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
158
shares
|
$8,957
0.0% of portfolio
|
Q4 2024
Reduced 52.12%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 03, 2025 Q3 2024 |
157
shares
|
$8,900
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
155
shares
|
$8,786
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
Feb 05, 2025 Q4 2024 |
154
shares
|
$8,730
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
140
shares
|
$7,936
0.0% of portfolio
|
Q3 2024
Reduced 21.79%
|