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 |
|---|---|---|---|---|---|
|
Bridgewater Advisors Inc.
|
Jan 16, 2025 Q4 2024 |
46,001
shares
|
$2.61 Million
0.25% of portfolio
|
Q4 2024
Added 19.32%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
44,542
shares
|
$2.53 Million
0.02% of portfolio
|
Q3 2024
Reduced 5.63%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
44,319
shares
|
$2.51 Million
0.05% of portfolio
|
Q4 2024
Added 15.62%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
43,904
shares
|
$2.49 Million
0.02% of portfolio
|
Q4 2024
Added 6.52%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Feb 03, 2025 Q4 2024 |
43,788
shares
|
$2.48 Million
0.25% of portfolio
|
Q4 2024
Added 702.71%
|
|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
Jan 29, 2025 Q4 2024 |
42,836
shares
|
$2.43 Million
0.46% of portfolio
|
Q4 2024
Added 9.49%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
42,169
shares
|
$2.39 Million
0.02% of portfolio
|
Q4 2024
Added 351.05%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
41,809
shares
|
$2.37 Million
0.04% of portfolio
|
Q4 2024
Added 12.26%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
41,149
shares
|
$2.33 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.12%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jan 24, 2025 Q4 2024 |
40,816
shares
|
$2.31 Million
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Nov 15, 2024 Q3 2024 |
39,800
shares
|
$2.26 Million
0.01% of portfolio
|
Q3 2024
Added 10.56%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
39,331
shares
|
$2.23 Million
0.0% of portfolio
|
Q4 2024
Added 23.69%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
38,643
shares
|
$2.19 Million
0.13% of portfolio
|
Q3 2024
Added 6.64%
|
|
|
Public Employees Retirement System Of Ohio
Columbus, OH |
Nov 15, 2024 Q3 2024 |
37,200
shares
|
$2.11 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Intrua Financial, LLC
Houston, TX |
May 15, 2023 Q1 2023 |
37,195
shares
|
$2.11 Million
0.29% of portfolio
|
Q1 2023
New holding
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
36,501
shares
|
$2.07 Million
1.64% of portfolio
|
Q3 2024
Reduced 1.35%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
36,114
shares
|
$2.05 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.71%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Jan 31, 2025 Q4 2024 |
35,466
shares
|
$2.01 Million
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Fure Financial Corp
Bloomington, MN |
Nov 09, 2022 Q3 2022 |
35,340
shares
|
$2 Million
0.96% of portfolio
|
Q3 2022
New holding
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Jan 24, 2025 Q4 2024 |
34,746
shares
|
$1.97 Million
0.43% of portfolio
|
Q4 2024
Added 196.87%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jan 27, 2025 Q4 2024 |
34,720
shares
|
$1.97 Million
0.16% of portfolio
|
Q4 2024
Added 11.75%
|
|
|
Stansberry Asset Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
34,429
shares
|
$1.95 Million
0.25% of portfolio
|
Q3 2024
Added 17.38%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 13, 2024 Q3 2024 |
34,377
shares
|
$1.95 Million
1.33% of portfolio
|
Q3 2024
Reduced 3.88%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
34,222
shares
|
$1.94 Million
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Advisory Alpha, LLC
|
Jan 17, 2025 Q4 2024 |
34,032
shares
|
$1.93 Million
0.06% of portfolio
|
Q4 2024
Reduced 3.94%
|