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 |
|---|---|---|---|---|---|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
132,239
shares
|
$7.34 Million
0.01% of portfolio
|
Q3 2024
Added 8398.65%
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
131,882
shares
|
$7.32 Million
1.51% of portfolio
|
Q4 2024
Reduced 1.58%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
130,768
shares
|
$7.26 Million
1.96% of portfolio
|
Q3 2024
Reduced 6.53%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
129,674
shares
|
$7.19 Million
0.01% of portfolio
|
Q3 2024
Added 2.29%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
129,252
shares
|
$7.17 Million
0.25% of portfolio
|
Q3 2024
Added 156.49%
|
|
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
Oct 18, 2024 Q3 2024 |
128,993
shares
|
$7.16 Million
4.26% of portfolio
|
Q3 2024
Reduced 17.26%
|
|
|
Quent Capital, LLC
|
Jan 29, 2025 Q4 2024 |
127,376
shares
|
$7.07 Million
0.71% of portfolio
|
Q4 2024
Added 9.86%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 17, 2025 Q4 2024 |
126,812
shares
|
$7.04 Million
0.58% of portfolio
|
Q4 2024
Added 16.04%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 18, 2024 Q3 2024 |
126,712
shares
|
$7.03 Million
2.37% of portfolio
|
Q3 2024
Added 3.31%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
126,562
shares
|
$7.02 Million
0.01% of portfolio
|
Q4 2024
Added 0.85%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Nov 14, 2024 Q3 2024 |
122,349
shares
|
$6.79 Million
0.04% of portfolio
|
Q3 2024
Reduced 19.52%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
121,124
shares
|
$6.72 Million
0.54% of portfolio
|
Q3 2024
Reduced 5.2%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jan 27, 2025 Q4 2024 |
120,856
shares
|
$6.71 Million
0.03% of portfolio
|
Q4 2024
Added 30.0%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
119,071
shares
|
$6.61 Million
0.07% of portfolio
|
Q4 2024
Added 23.62%
|
|
|
Glenview Trust CO
Louisville, KY |
Nov 12, 2024 Q3 2024 |
118,734
shares
|
$6.59 Million
0.12% of portfolio
|
Q3 2024
Reduced 14.9%
|
|
|
Amj Financial Wealth Management
Leesburg, VA |
Nov 12, 2024 Q3 2024 |
118,123
shares
|
$6.55 Million
1.79% of portfolio
|
Q3 2024
Reduced 1.21%
|
|
|
Chatham Capital Group, Inc.
|
Oct 15, 2024 Q3 2024 |
118,086
shares
|
$6.55 Million
1.02% of portfolio
|
Q3 2024
Added 5.97%
|
|
|
Archford Capital Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
117,927
shares
|
$6.54 Million
0.95% of portfolio
|
Q4 2024
Added 3.73%
|
|
|
Jnba Financial Advisors
|
Jan 30, 2025 Q4 2024 |
117,044
shares
|
$6.49 Million
0.63% of portfolio
|
Q4 2024
Reduced 6.94%
|
|
|
Managed Asset Portfolios, LLC
Rochester, MI |
Nov 12, 2024 Q3 2024 |
113,457
shares
|
$6.29 Million
0.87% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
112,586
shares
|
$6.25 Million
0.22% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Stapp Wealth Management, Pllc
Olympia, WA |
Jan 22, 2025 Q4 2024 |
109,405
shares
|
$6.07 Million
9.62% of portfolio
|
Q4 2024
Added 0.6%
|
|
|
Palladiem, LLC
|
Dec 08, 2023 Q3 2023 |
106,820
shares
|
$5.93 Million
4.4% of portfolio
|
Q3 2023
Added 16.14%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
106,360
shares
|
$5.9 Million
0.21% of portfolio
|
Q3 2024
Added 123.17%
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
Jan 30, 2025 Q4 2024 |
106,279
shares
|
$5.9 Million
2.43% of portfolio
|
Q4 2024
Reduced 2.0%
|