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 |
|---|---|---|---|---|---|
|
Keudell
|
Oct 31, 2024 Q3 2024 |
241,598
shares
|
$12.5 Million
3.44% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Coco Enterprises, LLC
Whitefish, MT |
Nov 14, 2024 Q3 2024 |
237,906
shares
|
$12.3 Million
7.77% of portfolio
|
Q3 2024
Added 34.58%
|
|
|
Warren Street Wealth Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
230,311
shares
|
$11.9 Million
5.13% of portfolio
|
Q3 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
227,496
shares
|
$11.8 Million
0.01% of portfolio
|
Q3 2024
Added 1541.03%
|
|
|
Peak Financial Advisors LLC
|
Oct 09, 2024 Q3 2024 |
226,582
shares
|
$11.7 Million
7.44% of portfolio
|
Q3 2024
Added 1.78%
|
|
|
Timber Creek Capital Management LLC
|
Nov 14, 2024 Q3 2024 |
221,394
shares
|
$11.5 Million
3.45% of portfolio
|
Q3 2024
Reduced 0.78%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
215,168
shares
|
$11.2 Million
0.01% of portfolio
|
Q3 2024
Added 9.72%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Nov 12, 2024 Q3 2024 |
196,047
shares
|
$10.2 Million
2.2% of portfolio
|
Q3 2024
Reduced 19.93%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
180,666
shares
|
$9.37 Million
0.46% of portfolio
|
Q3 2024
New holding
|
|
|
R. W. Roge & Company, Inc.
Bohemia, NY |
Nov 08, 2024 Q3 2024 |
178,431
shares
|
$9.25 Million
4.97% of portfolio
|
Q3 2024
Reduced 2.8%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
176,936
shares
|
$9.17 Million
0.0% of portfolio
|
Q3 2024
Reduced 19.66%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
172,566
shares
|
$8.95 Million
0.13% of portfolio
|
Q3 2024
Added 6.78%
|
|
|
Alaska Permanent Fund Corp
Juneau, AK |
Oct 22, 2024 Q3 2024 |
171,000
shares
|
$8.86 Million
0.13% of portfolio
|
Q2 2024
Reduced 93.48%
|
|
|
Avid Wealth Partners LLC
San Antonio, TX |
Nov 01, 2024 Q3 2024 |
165,131
shares
|
$8.56 Million
6.09% of portfolio
|
Q3 2024
Added 3.5%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 04, 2024 Q3 2024 |
164,273
shares
|
$8.52 Million
0.72% of portfolio
|
Q3 2024
Added 6.38%
|
|
|
Aifg Consultants Ltd.
Halfmoon, NY |
Oct 21, 2024 Q3 2024 |
163,688
shares
|
$8.49 Million
6.48% of portfolio
|
Q3 2024
Reduced 3.8%
|
|
|
Sterling Investment Advisors, Ltd.
|
Oct 24, 2024 Q3 2024 |
155,128
shares
|
$8.04 Million
2.19% of portfolio
|
Q3 2024
Reduced 1.72%
|
|
|
Encompass More Asset Management
Danville, CA |
Nov 14, 2024 Q3 2024 |
149,513
shares
|
$7.75 Million
2.97% of portfolio
|
Q3 2024
Added 75.77%
|
|
|
Hudson Capital Management LLC
|
Oct 09, 2024 Q3 2024 |
143,252
shares
|
$7.43 Million
2.48% of portfolio
|
Q3 2024
Reduced 3.42%
|
|
|
Wealth Advisory Solutions, LLC
|
Oct 21, 2024 Q3 2024 |
140,745
shares
|
$7.3 Million
2.02% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
140,415
shares
|
$7.28 Million
1.61% of portfolio
|
Q3 2023
New holding
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Dec 09, 2024 Q3 2024 |
138,685
shares
|
$7.19 Million
6.57% of portfolio
|
Q3 2024
New holding
|
|
|
Versant Capital Management, Inc
|
Oct 07, 2024 Q3 2024 |
134,001
shares
|
$6.95 Million
1.62% of portfolio
|
Q3 2024
Reduced 2.97%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Nov 08, 2024 Q3 2024 |
133,310
shares
|
$6.91 Million
1.6% of portfolio
|
Q3 2024
Added 0.91%
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
132,239
shares
|
$6.86 Million
0.01% of portfolio
|
Q3 2024
Added 8398.65%
|