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 $6.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Nov 05, 2024 Q3 2024 |
2,821
shares
|
$150,415
0.06% of portfolio
|
Q3 2024
Added 97.13%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
2,698
shares
|
$143,857
0.0% of portfolio
|
Q3 2024
Added 0.75%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
2,575
shares
|
$137,299
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Washington Trust Advisors, Inc.
|
Nov 01, 2024 Q3 2024 |
2,444
shares
|
$130,314
0.01% of portfolio
|
Q4 2023
Reduced 57.05%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
2,420
shares
|
$129,034
0.0% of portfolio
|
Q3 2024
Reduced 6.06%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Nov 05, 2024 Q3 2024 |
2,368
shares
|
$126,261
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
2,118
shares
|
$112,931
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Indiana Trust & Investment Management CO
|
Oct 16, 2024 Q3 2024 |
2,000
shares
|
$106,640
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
1,898
shares
|
$101,201
0.01% of portfolio
|
Q3 2024
Added 134.9%
|
|
|
Bfsg, LLC
|
Oct 16, 2024 Q3 2024 |
1,877
shares
|
$100,081
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
1,695
shares
|
$90,377
0.01% of portfolio
|
Q3 2024
Reduced 4.61%
|
|
|
Hartford Financial Management Inc.
|
Oct 28, 2024 Q3 2024 |
1,495
shares
|
$79,713
0.02% of portfolio
|
Q3 2024
Reduced 3.11%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Nov 04, 2024 Q3 2024 |
1,457
shares
|
$77,687
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
1,429
shares
|
$76,194
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
1,388
shares
|
$74,008
0.02% of portfolio
|
Q3 2024
Reduced 38.17%
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 14, 2024 Q3 2024 |
1,343
shares
|
$71,608
0.04% of portfolio
|
Q3 2024
Added 70.43%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
1,328
shares
|
$70,808
0.0% of portfolio
|
Q3 2024
Added 14.19%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
1,256
shares
|
$66,969
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Nov 14, 2024 Q3 2024 |
1,097
shares
|
$58,492
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
1,068
shares
|
$56,945
0.06% of portfolio
|
Q3 2022
New holding
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 24, 2024 Q3 2024 |
1,020
shares
|
$54,386
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
897
shares
|
$47,828
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Northwest Capital Management Inc
|
Oct 15, 2024 Q3 2024 |
850
shares
|
$45,322
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
837
shares
|
$44,628
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
825
shares
|
$43,989
0.0% of portfolio
|
Q2 2024
New holding
|