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 |
|---|---|---|---|---|---|
|
Palladiem, LLC
|
Dec 08, 2023 Q3 2023 |
106,820
shares
|
$6.06 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
|
$6.03 Million
0.21% of portfolio
|
Q3 2024
Added 123.17%
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
Jan 30, 2025 Q4 2024 |
106,279
shares
|
$6.02 Million
2.43% of portfolio
|
Q4 2024
Reduced 2.0%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
105,366
shares
|
$5.97 Million
0.04% of portfolio
|
Q3 2024
Reduced 1.41%
|
|
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
Jan 17, 2025 Q4 2024 |
105,243
shares
|
$5.97 Million
3.7% of portfolio
|
Q4 2024
Added 7.85%
|
|
|
Zhang Financial LLC
|
Jan 16, 2025 Q4 2024 |
104,476
shares
|
$5.92 Million
0.31% of portfolio
|
Q4 2024
Added 1.4%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 05, 2024 Q3 2024 |
102,602
shares
|
$5.82 Million
0.48% of portfolio
|
Q3 2024
Added 131.78%
|
|
|
Inspirion Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
101,692
shares
|
$5.76 Million
0.74% of portfolio
|
Q4 2024
Added 3.37%
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Jan 22, 2025 Q4 2024 |
99,336
shares
|
$5.63 Million
2.89% of portfolio
|
Q4 2024
Added 2.58%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
99,042
shares
|
$5.61 Million
0.09% of portfolio
|
Q4 2024
Added 25.5%
|
|
|
Money Concepts Capital Corp
|
Jan 27, 2025 Q4 2024 |
98,514
shares
|
$5.58 Million
0.41% of portfolio
|
Q4 2024
Reduced 3.9%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Jan 14, 2025 Q4 2024 |
97,064
shares
|
$5.5 Million
0.9% of portfolio
|
Q4 2024
Added 751.51%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
95,888
shares
|
$5.44 Million
0.25% of portfolio
|
Q4 2024
Added 3.68%
|
|
|
Purus Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
95,050
shares
|
$5.39 Million
2.04% of portfolio
|
Q4 2024
Added 11.73%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
94,430
shares
|
$5.35 Million
0.02% of portfolio
|
Q3 2024
Added 3.91%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
87,878
shares
|
$4.98 Million
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
87,331
shares
|
$4.95 Million
0.01% of portfolio
|
Q3 2024
Added 5.98%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 13, 2024 Q3 2024 |
86,303
shares
|
$4.89 Million
0.44% of portfolio
|
Q3 2024
New holding
|
|
|
Upper Left Wealth Management, LLC
|
Jan 23, 2025 Q4 2024 |
85,987
shares
|
$4.87 Million
4.0% of portfolio
|
Q4 2024
Added 1.39%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
85,259
shares
|
$4.83 Million
0.52% of portfolio
|
Q2 2024
Added 2.14%
|
|
|
Walkner Condon Financial Advisors LLC
|
Jan 29, 2025 Q4 2024 |
84,287
shares
|
$4.78 Million
0.91% of portfolio
|
Q4 2024
Reduced 1.07%
|
|
|
Abound Financial, LLC
Granite Bay, CA |
Feb 03, 2025 Q4 2024 |
83,415
shares
|
$4.73 Million
2.2% of portfolio
|
Q4 2024
New holding
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Jan 15, 2025 Q4 2024 |
82,816
shares
|
$4.69 Million
0.75% of portfolio
|
Q4 2024
Reduced 1.47%
|
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
Jan 13, 2025 Q4 2024 |
81,895
shares
|
$4.64 Million
3.32% of portfolio
|
Q4 2024
Reduced 0.77%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
78,550
shares
|
$4.45 Million
0.01% of portfolio
|
Q4 2024
New holding
|