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 769 institutions that hold shares in the stock, with a total of 157 Million shares, which have been reported (via 13F filing form) to have a value of $12.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
Oct 27, 2025 Q3 2025 |
18,477,937
shares
|
$1.46 Billion
0.84% of portfolio
|
Q3 2025
Added 26.59%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
7,926,715
shares
|
$628 Million
0.03% of portfolio
|
Q2 2025
Added 1.75%
|
|
|
Evoke Wealth, LLC
|
Aug 07, 2025 Q2 2025 |
7,030,213
shares
|
$557 Million
10.54% of portfolio
|
Q2 2025
Added 2.71%
|
|
|
Wealthsimple Inc.
Toronto, A6 |
Nov 08, 2022 Q3 2022 |
5,859,730
shares
|
$464 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
|
$454 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
|
$406 Million
1.01% of portfolio
|
Q2 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
4,351,023
shares
|
$345 Million
0.06% of portfolio
|
Q2 2025
Added 234.13%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
3,640,212
shares
|
$288 Million
19.14% of portfolio
|
Q3 2022
Added 3.58%
|
|
|
Asset Management One Co., Ltd.
|
Oct 22, 2025 Q3 2025 |
3,417,965
shares
|
$271 Million
0.78% of portfolio
|
Q3 2025
Reduced 15.72%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Aug 05, 2025 Q2 2025 |
3,406,349
shares
|
$270 Million
5.6% of portfolio
|
Q2 2025
Reduced 40.52%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
3,056,738
shares
|
$242 Million
0.04% of portfolio
|
Q2 2025
Reduced 1.42%
|
|
|
3 Edge Asset Management, LP
|
Oct 30, 2025 Q3 2025 |
2,700,196
shares
|
$214 Million
12.52% of portfolio
|
Q3 2025
Added 22.09%
|
|
|
State Street Corp
Boston, MA |
Aug 14, 2025 Q2 2025 |
2,695,268
shares
|
$213 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
|
$210 Million
0.06% of portfolio
|
Q2 2025
Reduced 2.34%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Nov 04, 2025 Q3 2025 |
2,539,966
shares
|
$201 Million
0.11% of portfolio
|
Q3 2025
Reduced 20.05%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
2,429,541
shares
|
$192 Million
0.04% of portfolio
|
Q2 2025
Added 10.43%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
1,751,233
shares
|
$139 Million
0.11% of portfolio
|
Q2 2025
Added 4.79%
|
|
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
Oct 31, 2025 Q3 2025 |
1,739,000
shares
|
$138 Million
0.65% of portfolio
|
Q3 2025
Added 34.26%
|
|
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
Oct 24, 2025 Q3 2025 |
1,652,710
shares
|
$131 Million
1.05% of portfolio
|
Q3 2025
Added 7.63%
|
|
|
Evergreen Quality Fund Gp, Ltd.
Grand Cayman, E9 |
Aug 14, 2025 Q2 2025 |
1,520,300
shares
|
$120 Million
3.08% of portfolio
|
Q2 2025
New holding
|
|
|
Strategic Financial Services, Inc,
Utica, NY |
Aug 01, 2025 Q2 2025 |
1,389,765
shares
|
$110 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
|
$109 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
|
$107 Million
0.02% of portfolio
|
Q1 2025
Reduced 21.72%
|
|
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
Aug 14, 2025 Q2 2025 |
1,344,268
shares
|
$106 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
|
$103 Million
1.05% of portfolio
|
Q2 2024
Reduced 6.07%
|