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 484 institutions that hold shares in the stock, with a total of 122 Million shares, which have been reported (via 13F filing form) to have a value of $6.31 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lwm Advisory Services, LLC
Plantation, FL |
Nov 13, 2024 Q3 2024 |
21,351
shares
|
$1.11 Million
0.85% of portfolio
|
Q3 2024
New holding
|
|
|
Carret Asset Management, LLC
|
Oct 24, 2024 Q3 2024 |
21,331
shares
|
$1.11 Million
0.12% of portfolio
|
Q2 2024
Reduced 9.89%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
21,227
shares
|
$1.1 Million
0.0% of portfolio
|
Q3 2024
Added 1.32%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 13, 2024 Q3 2024 |
20,914
shares
|
$1.08 Million
0.15% of portfolio
|
Q3 2024
Added 42.47%
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Nov 08, 2024 Q3 2024 |
20,776
shares
|
$1.08 Million
0.68% of portfolio
|
Q3 2024
New holding
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
20,292
shares
|
$1.05 Million
0.04% of portfolio
|
Q3 2024
Added 5.51%
|
|
|
Total Investment Management Inc
Scottsdale, AZ |
Nov 05, 2024 Q3 2024 |
19,808
shares
|
$1.03 Million
0.12% of portfolio
|
Q2 2024
Reduced 1.02%
|
|
|
Diligent Investors, LLC
|
Oct 31, 2024 Q3 2024 |
19,711
shares
|
$1.02 Million
0.26% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
19,190
shares
|
$994,809
0.02% of portfolio
|
Q3 2024
Added 58.12%
|
|
|
Swmg, LLC
Fort Worth, TX |
Nov 14, 2024 Q3 2024 |
19,058
shares
|
$987,966
0.42% of portfolio
|
Q3 2024
Reduced 20.28%
|
|
|
Sargent Investment Group, LLC
|
Nov 06, 2024 Q3 2024 |
19,015
shares
|
$985,737
0.18% of portfolio
|
Q3 2024
Reduced 0.84%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Nov 13, 2024 Q3 2024 |
18,896
shares
|
$979,568
0.02% of portfolio
|
Q3 2024
Added 0.77%
|
|
|
Thrive Capital Management, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
18,876
shares
|
$978,531
0.47% of portfolio
|
Q3 2024
Reduced 9.81%
|
|
|
Kendall Capital Management
|
Nov 08, 2024 Q3 2024 |
18,618
shares
|
$965,157
0.31% of portfolio
|
Q3 2024
Reduced 3.96%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
18,505
shares
|
$959,299
0.03% of portfolio
|
Q3 2024
Added 25.33%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
18,430
shares
|
$955,411
0.01% of portfolio
|
Q3 2024
Added 12.82%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
18,033
shares
|
$934,830
0.12% of portfolio
|
Q3 2024
Reduced 8.77%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
17,413
shares
|
$902,689
0.01% of portfolio
|
Q3 2024
Added 16.08%
|
|
|
Apella Capital, LLC
|
Oct 03, 2024 Q3 2024 |
17,313
shares
|
$897,505
0.04% of portfolio
|
Q3 2024
Added 21.14%
|
|
|
Paladin Wealth, LLC
Arden Hills, MN |
Oct 11, 2024 Q3 2024 |
16,859
shares
|
$873,970
0.77% of portfolio
|
Q3 2024
New holding
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Nov 13, 2024 Q3 2024 |
16,810
shares
|
$871,430
0.4% of portfolio
|
Q3 2024
Reduced 14.42%
|
|
|
Alpha Star Capital Management, LLC
|
Nov 12, 2024 Q3 2024 |
16,756
shares
|
$868,631
0.07% of portfolio
|
Q3 2024
Added 32.9%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Oct 24, 2024 Q3 2024 |
16,668
shares
|
$864,069
0.05% of portfolio
|
Q3 2024
Reduced 3.46%
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Oct 23, 2024 Q3 2024 |
16,032
shares
|
$831,098
0.66% of portfolio
|
Q3 2024
Added 12.7%
|
|
|
Hrt Financial LP
New York, NY |
Nov 12, 2024 Q3 2024 |
15,964
shares
|
$827,573
0.0% of portfolio
|
Q3 2024
New holding
|