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 |
|---|---|---|---|---|---|
|
Keudell
|
Jan 23, 2025 Q4 2024 |
239,947
shares
|
$13.3 Million
3.35% of portfolio
|
Q4 2024
Reduced 0.68%
|
|
|
Coco Enterprises, LLC
Whitefish, MT |
Nov 14, 2024 Q3 2024 |
237,906
shares
|
$13.2 Million
7.77% of portfolio
|
Q3 2024
Added 34.58%
|
|
|
Warren Street Wealth Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
233,960
shares
|
$13 Million
5.12% of portfolio
|
Q4 2024
Added 1.58%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
227,496
shares
|
$12.6 Million
0.01% of portfolio
|
Q3 2024
Added 1541.03%
|
|
|
Peak Financial Advisors LLC
|
Jan 14, 2025 Q4 2024 |
225,780
shares
|
$12.5 Million
7.51% of portfolio
|
Q4 2024
Reduced 0.35%
|
|
|
Timber Creek Capital Management LLC
|
Jan 31, 2025 Q4 2024 |
223,331
shares
|
$12.4 Million
3.53% of portfolio
|
Q4 2024
Added 0.87%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
215,168
shares
|
$11.9 Million
0.01% of portfolio
|
Q3 2024
Added 9.72%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Nov 12, 2024 Q3 2024 |
196,047
shares
|
$10.9 Million
2.2% of portfolio
|
Q3 2024
Reduced 19.93%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
180,666
shares
|
$10 Million
0.46% of portfolio
|
Q3 2024
New holding
|
|
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
Jan 23, 2025 Q4 2024 |
179,200
shares
|
$9.94 Million
0.9% of portfolio
|
Q4 2024
Added 90.23%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
176,936
shares
|
$9.82 Million
0.0% of portfolio
|
Q3 2024
Reduced 19.66%
|
|
|
R. W. Roge & Company, Inc.
Bohemia, NY |
Jan 29, 2025 Q4 2024 |
172,334
shares
|
$9.56 Million
4.83% of portfolio
|
Q4 2024
Reduced 3.42%
|
|
|
Alaska Permanent Fund Corp
Juneau, AK |
Jan 14, 2025 Q4 2024 |
171,000
shares
|
$9.49 Million
0.13% of portfolio
|
Q2 2024
Reduced 93.48%
|
|
|
Nisa Investment Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
170,300
shares
|
$9.45 Million
0.04% of portfolio
|
Q4 2024
Reduced 49.5%
|
|
|
Encompass More Asset Management
Danville, CA |
Jan 21, 2025 Q4 2024 |
169,646
shares
|
$9.41 Million
2.91% of portfolio
|
Q4 2024
Added 13.47%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
169,050
shares
|
$9.38 Million
0.7% of portfolio
|
Q4 2024
Added 2.91%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
165,620
shares
|
$9.19 Million
0.12% of portfolio
|
Q4 2024
Reduced 4.03%
|
|
|
Avid Wealth Partners LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
155,972
shares
|
$8.65 Million
5.76% of portfolio
|
Q4 2024
Reduced 5.55%
|
|
|
Sterling Investment Advisors, Ltd.
|
Oct 24, 2024 Q3 2024 |
155,128
shares
|
$8.61 Million
2.19% of portfolio
|
Q3 2024
Reduced 1.72%
|
|
|
Aifg Consultants Ltd.
Halfmoon, NY |
Jan 29, 2025 Q4 2024 |
141,180
shares
|
$7.83 Million
11.98% of portfolio
|
Q4 2024
Reduced 13.75%
|
|
|
Wealth Advisory Solutions, LLC
|
Oct 21, 2024 Q3 2024 |
140,745
shares
|
$7.81 Million
2.02% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
140,415
shares
|
$7.79 Million
1.61% of portfolio
|
Q3 2023
New holding
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Dec 09, 2024 Q3 2024 |
138,685
shares
|
$7.69 Million
6.57% of portfolio
|
Q3 2024
New holding
|
|
|
Hudson Capital Management LLC
|
Jan 17, 2025 Q4 2024 |
134,491
shares
|
$7.46 Million
2.25% of portfolio
|
Q4 2024
Reduced 6.12%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Jan 31, 2025 Q4 2024 |
133,659
shares
|
$7.42 Million
1.43% of portfolio
|
Q4 2024
Added 0.26%
|