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 |
|---|---|---|---|---|---|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
7,101
shares
|
$368,115
0.05% of portfolio
|
Q3 2023
Reduced 0.85%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
6,894
shares
|
$357,384
0.04% of portfolio
|
Q1 2024
Added 40.87%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
6,364
shares
|
$329,909
0.02% of portfolio
|
Q3 2024
Reduced 2.27%
|
|
|
American Trust
Lexington, KY |
Nov 29, 2024 Q3 2024 |
6,253
shares
|
$324,155
0.03% of portfolio
|
Q3 2024
Reduced 93.61%
|
|
|
Lee Financial CO
Dallas, TX |
Nov 14, 2024 Q3 2024 |
6,188
shares
|
$320,785
0.05% of portfolio
|
Q1 2023
New holding
|
|
|
Sound View Wealth Advisors Group, LLC
|
Nov 12, 2024 Q3 2024 |
6,105
shares
|
$316,483
0.03% of portfolio
|
Q1 2024
Reduced 1.44%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
6,056
shares
|
$313,943
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Mc Adam, LLC
|
Oct 22, 2024 Q3 2024 |
6,036
shares
|
$312,906
0.02% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Access Investment Management LLC
Atlanta, GA |
Nov 04, 2024 Q3 2024 |
6,020
shares
|
$312,076
0.1% of portfolio
|
Q2 2024
Added 12.1%
|
|
|
Birch Capital Management, LLC
|
Oct 15, 2024 Q3 2024 |
6,013
shares
|
$311,713
0.16% of portfolio
|
Q1 2024
Added 70.2%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 14, 2024 Q3 2024 |
5,851
shares
|
$303,315
0.0% of portfolio
|
Q3 2024
Reduced 23.25%
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Nov 06, 2024 Q3 2024 |
5,844
shares
|
$302,952
0.45% of portfolio
|
Q3 2024
Reduced 33.2%
|
|
|
Appleton Partners Inc
|
Oct 01, 2024 Q3 2024 |
5,734
shares
|
$297,250
0.02% of portfolio
|
Q3 2024
Reduced 11.22%
|
|
|
Heritage Investors Management Corp
|
Oct 30, 2024 Q3 2024 |
5,685
shares
|
$294,710
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Wealth Management Solutions, LLC
|
Oct 25, 2023 Q3 2023 |
5,633
shares
|
$292,014
0.14% of portfolio
|
Q3 2023
Reduced 30.55%
|
|
|
Shore Haven Wealth Partners, LLC
|
Oct 24, 2024 Q3 2024 |
5,602
shares
|
$290,407
0.14% of portfolio
|
Q3 2024
Reduced 14.73%
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
5,479
shares
|
$284,031
0.03% of portfolio
|
Q3 2024
Reduced 10.08%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
5,461
shares
|
$283,098
0.03% of portfolio
|
Q3 2024
Reduced 8.39%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Oct 24, 2024 Q3 2024 |
5,455
shares
|
$282,787
0.04% of portfolio
|
Q3 2024
Added 3.96%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
5,310
shares
|
$275,270
0.0% of portfolio
|
Q3 2024
Added 18.58%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
5,250
shares
|
$272,160
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
5,233
shares
|
$271,278
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Nov 01, 2024 Q3 2024 |
5,217
shares
|
$270,449
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
4,875
shares
|
$252,720
0.0% of portfolio
|
Q3 2022
Reduced 9.3%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
4,777
shares
|
$247,639
0.02% of portfolio
|
Q3 2024
New holding
|