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 549 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 $7.18 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
Jan 28, 2025 Q4 2024 |
13,000,000
shares
|
$756 Million
0.47% of portfolio
|
Q4 2024
Reduced 5.8%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
7,014,152
shares
|
$408 Million
0.03% of portfolio
|
Q4 2024
Added 5.81%
|
|
|
Evoke Wealth, LLC
|
Feb 10, 2025 Q4 2024 |
6,604,327
shares
|
$384 Million
9.56% of portfolio
|
Q4 2024
Added 0.72%
|
|
|
Wealthsimple Inc.
Toronto, A6 |
Nov 08, 2022 Q3 2022 |
5,859,730
shares
|
$341 Million
7.19% of portfolio
|
Q3 2022
Added 2.32%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Feb 03, 2025 Q4 2024 |
5,744,426
shares
|
$334 Million
8.16% of portfolio
|
Q4 2024
Added 1.89%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
4,683,654
shares
|
$272 Million
0.02% of portfolio
|
Q4 2024
Added 109.46%
|
|
|
Asset Management One Co., Ltd.
|
Jan 30, 2025 Q4 2024 |
3,742,777
shares
|
$218 Million
0.69% of portfolio
|
Q4 2024
Reduced 6.84%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
3,640,212
shares
|
$212 Million
19.14% of portfolio
|
Q3 2022
Added 3.58%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
3,562,518
shares
|
$207 Million
0.04% of portfolio
|
Q4 2024
Added 2.13%
|
|
|
State Street Corp
Boston, MA |
Feb 14, 2025 Q4 2024 |
3,062,838
shares
|
$178 Million
0.01% of portfolio
|
Q4 2024
Reduced 5.09%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
2,196,980
shares
|
$128 Million
0.05% of portfolio
|
Q4 2024
Added 23.79%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
2,092,817
shares
|
$122 Million
0.03% of portfolio
|
Q4 2024
Added 12.25%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
2,070,717
shares
|
$120 Million
0.11% of portfolio
|
Q4 2024
Reduced 3.29%
|
|
|
3 Edge Asset Management, LP
|
Jan 31, 2025 Q4 2024 |
1,935,854
shares
|
$113 Million
6.93% of portfolio
|
Q4 2024
Reduced 49.59%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Jan 31, 2025 Q4 2024 |
1,757,205
shares
|
$102 Million
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Financial Services, Inc,
Utica, NY |
Feb 11, 2025 Q4 2024 |
1,621,215
shares
|
$94.3 Million
5.05% of portfolio
|
Q4 2024
Reduced 0.76%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Feb 14, 2025 Q4 2024 |
1,375,700
shares
|
$80 Million
1.05% of portfolio
|
Q4 2024
Reduced 3.98%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Feb 14, 2025 Q4 2024 |
1,322,501
shares
|
$76.9 Million
0.64% of portfolio
|
Q4 2024
Reduced 14.88%
|
|
|
Greenline Partners, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
1,302,178
shares
|
$75.7 Million
9.55% of portfolio
|
Q4 2024
Reduced 11.52%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
1,301,675
shares
|
$75.7 Million
1.05% of portfolio
|
Q2 2024
Reduced 6.07%
|
|
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
Jan 28, 2025 Q4 2024 |
1,298,460
shares
|
$75.5 Million
0.7% of portfolio
|
Q4 2024
Added 11.42%
|
|
|
Cohen & Steers, Inc.
New York, NY |
Feb 13, 2025 Q4 2024 |
1,277,264
shares
|
$74.3 Million
0.13% of portfolio
|
Q4 2024
Reduced 1.64%
|
|
|
Hollow Brook Wealth Management LLC
|
Feb 12, 2025 Q4 2024 |
1,172,215
shares
|
$68.2 Million
18.94% of portfolio
|
Q4 2024
Added 0.87%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
1,124,194
shares
|
$65.4 Million
0.84% of portfolio
|
Q4 2024
Reduced 1.84%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
1,121,616
shares
|
$65.2 Million
0.01% of portfolio
|
Q4 2024
Added 7.35%
|