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 728 institutions that hold shares in the stock, with a total of 152 Million shares, which have been reported (via 13F filing form) to have a value of $10.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
Jul 31, 2025 Q2 2025 |
14,596,294
shares
|
$970 Million
0.61% of portfolio
|
Q1 2025
Added 12.28%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
7,926,715
shares
|
$527 Million
0.03% of portfolio
|
Q2 2025
Added 1.75%
|
|
|
Evoke Wealth, LLC
|
Aug 07, 2025 Q2 2025 |
7,030,213
shares
|
$467 Million
10.54% of portfolio
|
Q2 2025
Added 2.71%
|
|
|
Wealthsimple Inc.
Toronto, A6 |
Nov 08, 2022 Q3 2022 |
5,859,730
shares
|
$389 Million
7.19% of portfolio
|
Q3 2022
Added 2.32%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
5,730,898
shares
|
$381 Million
0.03% of portfolio
|
Q2 2025
Reduced 11.42%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Aug 08, 2025 Q2 2025 |
5,128,539
shares
|
$341 Million
1.01% of portfolio
|
Q2 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
4,351,023
shares
|
$289 Million
0.06% of portfolio
|
Q2 2025
Added 234.13%
|
|
|
Asset Management One Co., Ltd.
|
Jul 31, 2025 Q2 2025 |
4,055,562
shares
|
$270 Million
0.85% of portfolio
|
Q2 2025
Added 1.28%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
3,640,212
shares
|
$242 Million
19.14% of portfolio
|
Q3 2022
Added 3.58%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Aug 05, 2025 Q2 2025 |
3,406,349
shares
|
$226 Million
5.6% of portfolio
|
Q2 2025
Reduced 40.52%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Aug 08, 2025 Q2 2025 |
3,176,866
shares
|
$211 Million
0.12% of portfolio
|
Q2 2025
Added 16.4%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
3,056,738
shares
|
$203 Million
0.04% of portfolio
|
Q2 2025
Reduced 1.42%
|
|
|
State Street Corp
Boston, MA |
Aug 14, 2025 Q2 2025 |
2,695,268
shares
|
$179 Million
0.01% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
2,652,213
shares
|
$176 Million
0.06% of portfolio
|
Q2 2025
Reduced 2.34%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
2,429,541
shares
|
$161 Million
0.04% of portfolio
|
Q2 2025
Added 10.43%
|
|
|
3 Edge Asset Management, LP
|
Jul 31, 2025 Q2 2025 |
2,211,620
shares
|
$147 Million
10.47% of portfolio
|
Q2 2025
Added 42.95%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
1,751,233
shares
|
$116 Million
0.11% of portfolio
|
Q2 2025
Added 4.79%
|
|
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
Jul 10, 2025 Q2 2025 |
1,535,510
shares
|
$102 Million
0.93% of portfolio
|
Q2 2025
Added 9.48%
|
|
|
Evergreen Quality Fund Gp, Ltd.
Grand Cayman, E9 |
Aug 14, 2025 Q2 2025 |
1,520,300
shares
|
$101 Million
3.08% of portfolio
|
Q2 2025
New holding
|
|
|
Strategic Financial Services, Inc,
Utica, NY |
Aug 01, 2025 Q2 2025 |
1,389,765
shares
|
$92.4 Million
4.94% of portfolio
|
Q2 2025
Reduced 9.71%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
1,373,676
shares
|
$91.3 Million
0.01% of portfolio
|
Q1 2025
Added 88.58%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
1,348,849
shares
|
$89.7 Million
0.02% of portfolio
|
Q2 2025
Added 27.74%
|
|
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
Aug 14, 2025 Q2 2025 |
1,344,268
shares
|
$89.4 Million
0.19% of portfolio
|
Q2 2025
Added 16.62%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
1,301,675
shares
|
$86.5 Million
1.05% of portfolio
|
Q2 2024
Reduced 6.07%
|
|
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
Aug 06, 2025 Q2 2025 |
1,295,200
shares
|
$86.1 Million
0.43% of portfolio
|
Q2 2025
Added 35.13%
|