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 |
|---|---|---|---|---|---|
|
Td Capital Management LLC
Memphis, TN |
Nov 08, 2024 Q3 2024 |
154
shares
|
$7,983
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
154
shares
|
$7,983
0.0% of portfolio
|
Q4 2023
Added 22.22%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
140
shares
|
$7,257
0.0% of portfolio
|
Q3 2024
Reduced 21.79%
|
|
|
Pacifica Partners Inc.
|
Oct 07, 2024 Q3 2024 |
140
shares
|
$7,257
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
136
shares
|
$7,050
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
116
shares
|
$6,013
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
104
shares
|
$5,391
0.0% of portfolio
|
Q1 2024
Reduced 49.02%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
100
shares
|
$5,184
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 09, 2024 Q3 2024 |
99
shares
|
$5,132
0.0% of portfolio
|
Q3 2024
Reduced 6.6%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
99
shares
|
$5,132
0.0% of portfolio
|
Q2 2024
Reduced 73.81%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
98
shares
|
$5,080
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Deane Retirement Strategies, Inc.
|
Oct 03, 2024 Q3 2024 |
94
shares
|
$4,872
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
82
shares
|
$4,250
0.0% of portfolio
|
Q2 2024
Reduced 84.98%
|
|
|
First Financial Corp
|
Oct 24, 2024 Q3 2024 |
76
shares
|
$3,939
0.0% of portfolio
|
Q3 2024
Reduced 56.82%
|
|
|
Macroview Investment Management LLC
|
Oct 22, 2024 Q3 2024 |
66
shares
|
$3,421
0.0% of portfolio
|
Q3 2024
Added 164.0%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2024 Q3 2024 |
61
shares
|
$3,162
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Nov 08, 2024 Q3 2024 |
60
shares
|
$3,110
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
50
shares
|
$2,592
0.0% of portfolio
|
Q2 2024
Reduced 42.53%
|
|
|
Ogorek Anthony Joseph
|
Nov 08, 2024 Q3 2024 |
49
shares
|
$2,540
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Oct 21, 2024 Q3 2024 |
33
shares
|
$1,710
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Webster Bank, N. A.
|
Oct 10, 2024 Q3 2024 |
32
shares
|
$1,658
0.0% of portfolio
|
Q1 2024
Reduced 94.37%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 11, 2024 Q3 2024 |
31
shares
|
$1,607
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Hillsdale Investment Management Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
27
shares
|
$1,399
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
25
shares
|
$1,296
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 18, 2024 Q3 2024 |
23
shares
|
$1,192
0.0% of portfolio
|
Q3 2022
New holding
|