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 |
|---|---|---|---|---|---|
|
Franklin Resources Inc
San Mateo, CA |
Nov 27, 2024 Q3 2024 |
64,122
shares
|
$3.64 Million
0.0% of portfolio
|
Q2 2024
Reduced 3.15%
|
|
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
Feb 06, 2025 Q4 2024 |
63,207
shares
|
$3.58 Million
0.17% of portfolio
|
Q4 2024
Reduced 12.24%
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
Jan 29, 2025 Q4 2024 |
62,457
shares
|
$3.54 Million
2.6% of portfolio
|
Q4 2024
Added 1.43%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
61,231
shares
|
$3.47 Million
0.76% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Jan 13, 2025 Q4 2024 |
60,496
shares
|
$3.43 Million
2.18% of portfolio
|
Q4 2024
Added 3.56%
|
|
|
Kraematon Investment Advisors, Inc
|
Jan 15, 2025 Q4 2024 |
59,832
shares
|
$3.39 Million
3.28% of portfolio
|
Q4 2024
Added 0.78%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
59,063
shares
|
$3.35 Million
0.01% of portfolio
|
Q3 2024
Reduced 5.72%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
58,800
shares
|
$3.33 Million
0.09% of portfolio
|
Q4 2024
Reduced 1.88%
|
|
|
Paul R. Ried Financial Group, LLC
Bellevue, WA |
Jan 24, 2025 Q4 2024 |
57,688
shares
|
$3.27 Million
2.1% of portfolio
|
Q4 2024
New holding
|
|
|
Jump Financial, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
56,974
shares
|
$3.23 Million
0.07% of portfolio
|
Q3 2024
Added 801.92%
|
|
|
Ci Investments Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
55,534
shares
|
$3.15 Million
0.01% of portfolio
|
Q3 2024
Added 33.71%
|
|
|
Baker Ellis Asset Management LLC
|
Jan 17, 2025 Q4 2024 |
55,000
shares
|
$3.12 Million
0.43% of portfolio
|
Q4 2024
Added 1.85%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
53,166
shares
|
$3.01 Million
0.1% of portfolio
|
Q3 2024
Added 183.64%
|
|
|
Baker Tilly Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
52,495
shares
|
$2.98 Million
1.09% of portfolio
|
Q4 2024
Added 4.3%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
52,361
shares
|
$2.97 Million
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Copperwynd Financial, LLC
|
Nov 04, 2024 Q3 2024 |
51,908
shares
|
$2.94 Million
0.82% of portfolio
|
Q3 2024
Added 2.24%
|
|
|
Horst & Graben Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
51,705
shares
|
$2.93 Million
0.5% of portfolio
|
Q4 2024
New holding
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
51,160
shares
|
$2.9 Million
0.03% of portfolio
|
Q3 2024
Reduced 23.41%
|
|
|
Prosperity Consulting Group, LLC
|
Oct 15, 2024 Q3 2024 |
50,815
shares
|
$2.88 Million
0.21% of portfolio
|
Q3 2024
Reduced 8.54%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2024 Q3 2024 |
50,200
shares
|
$2.85 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
49,603
shares
|
$2.81 Million
0.2% of portfolio
|
Q4 2024
Added 6.12%
|
|
|
Nissay Asset Management Corp
Tokyo, M0 |
Nov 14, 2024 Q3 2024 |
48,602
shares
|
$2.76 Million
0.02% of portfolio
|
Q3 2024
Added 100.16%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
48,362
shares
|
$2.74 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.52%
|
|
|
Mills Wealth Advisors LLC
Southlake, TX |
Feb 05, 2025 Q4 2024 |
46,474
shares
|
$2.63 Million
1.37% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Essex Financial Services, Inc.
|
Jan 29, 2025 Q4 2024 |
46,340
shares
|
$2.63 Million
0.18% of portfolio
|
Q4 2024
Reduced 1.87%
|