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 |
|---|---|---|---|---|---|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jan 28, 2025 Q4 2024 |
77,733
shares
|
$4.41 Million
0.51% of portfolio
|
Q4 2024
Added 5.56%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
76,635
shares
|
$4.34 Million
0.06% of portfolio
|
Q3 2024
Added 2.68%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
75,387
shares
|
$4.27 Million
0.06% of portfolio
|
Q3 2024
Reduced 2.43%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
75,377
shares
|
$4.27 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Team Financial Group, LLC
Temecula, CA |
Jan 17, 2025 Q4 2024 |
74,090
shares
|
$4.2 Million
2.21% of portfolio
|
Q4 2024
Added 1.04%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Jan 31, 2025 Q4 2024 |
73,500
shares
|
$4.17 Million
0.08% of portfolio
|
Q1 2023
New holding
|
|
|
Genesis Wealth Advisors, LLC
Braintree, MA |
Feb 04, 2025 Q4 2024 |
73,022
shares
|
$4.14 Million
3.31% of portfolio
|
Q4 2024
New holding
|
|
|
Austin Private Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
72,737
shares
|
$4.12 Million
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
70,831
shares
|
$4.02 Million
0.04% of portfolio
|
Q3 2023
Reduced 1.2%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
70,796
shares
|
$4.01 Million
0.05% of portfolio
|
Q4 2024
Added 612.88%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
70,388
shares
|
$3.99 Million
0.0% of portfolio
|
Q3 2024
Reduced 60.38%
|
|
|
Financial Guidance Group, Inc.
|
Jan 29, 2025 Q4 2024 |
70,359
shares
|
$3.99 Million
2.25% of portfolio
|
Q4 2024
Reduced 4.84%
|
|
|
Seven Post Investment Office LP
San Francisco, CA |
Jan 16, 2025 Q4 2024 |
69,418
shares
|
$3.94 Million
1.38% of portfolio
|
Q4 2024
Added 1539.15%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Jan 21, 2025 Q4 2024 |
68,918
shares
|
$3.91 Million
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Forvis Wealth Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
68,557
shares
|
$3.89 Million
0.08% of portfolio
|
Q4 2024
Reduced 0.44%
|
|
|
Bright Financial Advisors, Inc.
Portage, MI |
Jan 28, 2025 Q4 2024 |
68,393
shares
|
$3.88 Million
2.23% of portfolio
|
Q4 2024
Added 5.73%
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Nov 04, 2024 Q3 2024 |
67,921
shares
|
$3.85 Million
2.55% of portfolio
|
Q3 2024
Added 8.5%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
67,329
shares
|
$3.82 Million
0.03% of portfolio
|
Q3 2024
Added 11.04%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
67,267
shares
|
$3.81 Million
0.1% of portfolio
|
Q4 2024
Reduced 9.15%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
66,786
shares
|
$3.79 Million
0.19% of portfolio
|
Q4 2024
Added 11.22%
|
|
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
Feb 07, 2025 Q4 2024 |
66,425
shares
|
$3.77 Million
0.4% of portfolio
|
Q4 2024
Reduced 0.15%
|
|
|
Cabot Wealth Management Inc
|
Feb 03, 2025 Q4 2024 |
66,263
shares
|
$3.76 Million
0.44% of portfolio
|
Q4 2024
Added 6.04%
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
Jan 24, 2025 Q4 2024 |
65,699
shares
|
$3.72 Million
0.88% of portfolio
|
Q4 2024
Reduced 49.5%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
64,533
shares
|
$3.66 Million
0.05% of portfolio
|
Q3 2024
Reduced 4.26%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
64,170
shares
|
$3.64 Million
0.16% of portfolio
|
Q3 2024
Added 9.91%
|