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 |
|---|---|---|---|---|---|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
493,386
shares
|
$28 Million
0.04% of portfolio
|
Q3 2024
Added 21.15%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
473,100
shares
|
$26.8 Million
0.07% of portfolio
|
Q4 2024
Reduced 2.35%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
459,829
shares
|
$26.1 Million
0.06% of portfolio
|
Q4 2024
Added 10.34%
|
|
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
Nov 04, 2024 Q3 2024 |
452,446
shares
|
$25.6 Million
0.68% of portfolio
|
Q3 2024
Added 18.56%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
444,397
shares
|
$25.2 Million
0.05% of portfolio
|
Q3 2024
Added 3.17%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Jan 13, 2025 Q4 2024 |
432,786
shares
|
$24.5 Million
4.3% of portfolio
|
Q4 2024
Added 1.76%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
430,206
shares
|
$24.4 Million
0.27% of portfolio
|
Q2 2023
Reduced 7.0%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jan 07, 2025 Q4 2024 |
369,359
shares
|
$20.9 Million
1.8% of portfolio
|
Q4 2024
Added 6.05%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Feb 03, 2025 Q4 2024 |
351,765
shares
|
$19.9 Million
1.44% of portfolio
|
Q4 2024
Added 7.04%
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Jan 23, 2025 Q4 2024 |
343,392
shares
|
$19.5 Million
4.91% of portfolio
|
Q4 2024
Added 15.35%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Oct 16, 2024 Q3 2024 |
339,706
shares
|
$19.3 Million
2.05% of portfolio
|
Q3 2024
Reduced 4.47%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
338,741
shares
|
$19.2 Million
0.05% of portfolio
|
Q3 2024
Added 65.0%
|
|
|
Brandywine Oak Private Wealth LLC
|
Jan 27, 2025 Q4 2024 |
334,178
shares
|
$18.9 Million
1.7% of portfolio
|
Q4 2024
Reduced 5.14%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
315,620
shares
|
$17.9 Million
0.09% of portfolio
|
Q4 2024
Added 4.62%
|
|
|
Joseph Group Capital Management
Columbus, OH |
Nov 07, 2024 Q3 2024 |
314,735
shares
|
$17.8 Million
7.06% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
January Capital Advisors LLC
|
Aug 05, 2022 Q2 2022 |
311,912
shares
|
$17.7 Million
9.94% of portfolio
|
Q2 2022
Reduced 0.01%
|
|
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
Nov 14, 2024 Q3 2024 |
306,485
shares
|
$17.4 Million
0.75% of portfolio
|
Q3 2024
Added 1180.11%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
304,131
shares
|
$17.2 Million
0.02% of portfolio
|
Q4 2024
Added 41.35%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
299,160
shares
|
$17 Million
0.01% of portfolio
|
Q3 2024
Reduced 54.96%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
299,009
shares
|
$17 Million
3.16% of portfolio
|
Q1 2024
Reduced 15.56%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
293,073
shares
|
$16.6 Million
0.16% of portfolio
|
Q3 2024
Reduced 7.96%
|
|
|
Nav Point Financial, Inc.
Prior Lake, MN |
Jan 24, 2025 Q4 2024 |
283,289
shares
|
$16.1 Million
11.65% of portfolio
|
Q4 2024
Reduced 5.11%
|
|
|
Miracle Mile Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
280,792
shares
|
$15.9 Million
0.31% of portfolio
|
Q4 2024
Reduced 6.47%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Feb 05, 2025 Q4 2024 |
263,998
shares
|
$15 Million
0.42% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
253,094
shares
|
$14.3 Million
0.03% of portfolio
|
Q3 2024
Added 8.16%
|