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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Global Trust Wealth Management LLC
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| CRD # | 333458 |
| SEC # | 801-131384 |
| CIK # | 0001703311, 0002039738 |
| AUM | $207.2 M (2025-04-30) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 561-207-9696 |
| Address | 515 N Flagler Drive West Palm Beach, FL 33401 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Johnson & Johnson | 1.7 | ||
| iShares Comex Gold Trust | 1.2 | ||
| ETFS Silver Trust | 1.0 | ||
| Amazon Com Inc | 1.0 | ||
| United States Oil Fund LP | 0.9 | ||
| Microsoft Corp | 0.9 | ||
| Apple Inc | 0.6 | ||
| SPDR Gold Trust | 0.4 | ||
| Nvidia Corp | 0.4 | ||
| Amgen Inc | 0.2 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 37 | 11.0 |
| (b) Individuals (high net worth individuals) | 50 | 147.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 3 | 2.1 |
| (h) Charitable organizations | 2 | 36.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 4 | 10.2 |
| (n) Other | 0 | 0.0 |
| Total | 278 | 207.2 |
| By Discretionary | ||
| Discretionary | 265 | 200.3 |
| Non-Discretionary | 13 | 7.0 |
| Total | 278 | 207.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.2 | |
| United States Persons | 207.0 | |
| Total | 278 | 207.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| D | [0001703311] | |
| 13F-HR | [0002039738] |
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