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 556 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 $7.52 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
1,429
shares
|
$87,211
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
1,350
shares
|
$82,390
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
1,256
shares
|
$76,653
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Caitlin John, LLC
Brighton, MI |
Jan 27, 2025 Q4 2024 |
1,195
shares
|
$72,930
0.04% of portfolio
|
Q1 2024
Reduced 29.29%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Feb 07, 2025 Q4 2024 |
1,178
shares
|
$71,893
0.0% of portfolio
|
Q4 2024
Added 7.38%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Feb 14, 2025 Q4 2024 |
1,152
shares
|
$70,306
0.01% of portfolio
|
Q4 2024
Reduced 32.04%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
1,068
shares
|
$65,180
0.06% of portfolio
|
Q3 2022
New holding
|
|
|
Van Hulzen Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
1,067
shares
|
$65,119
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jan 28, 2025 Q4 2024 |
1,020
shares
|
$62,250
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Nbt Bank N A
|
Feb 07, 2025 Q4 2024 |
897
shares
|
$54,743
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Northwest Capital Management Inc
|
Feb 04, 2025 Q4 2024 |
850
shares
|
$51,875
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
837
shares
|
$51,082
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
First Community Trust Na
|
Jan 14, 2025 Q4 2024 |
835
shares
|
$50,960
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
825
shares
|
$50,349
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
804
shares
|
$49,068
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
Feb 13, 2025 Q4 2024 |
800
shares
|
$48,824
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
735
shares
|
$44,857
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Studio Investment Management LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
700
shares
|
$42,721
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
662
shares
|
$40,401
0.0% of portfolio
|
Q2 2023
Reduced 6.76%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
655
shares
|
$39,974
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Trust CO Of Vermont
|
Jan 15, 2025 Q4 2024 |
628
shares
|
$38,326
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
532
shares
|
$32,467
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
511
shares
|
$31,186
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
449
shares
|
$27,402
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Iag Wealth Partners, LLC
|
Feb 10, 2025 Q4 2024 |
425
shares
|
$25,937
0.0% of portfolio
|
Q4 2024
New holding
|