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 779 institutions that hold shares in the stock, with a total of 156 Million shares, which have been reported (via 13F filing form) to have a value of $12.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
56,931
shares
|
$4.49 Million
0.01% of portfolio
|
Q2 2025
Added 24.38%
|
|
|
Richard P Slaughter Associates Inc
|
Oct 09, 2025 Q3 2025 |
56,847
shares
|
$4.48 Million
1.28% of portfolio
|
Q3 2025
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
56,842
shares
|
$4.48 Million
0.0% of portfolio
|
Q3 2025
Added 20.99%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
56,492
shares
|
$4.46 Million
0.0% of portfolio
|
Q2 2025
Added 1.55%
|
|
|
Compass Ion Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
56,100
shares
|
$4.42 Million
0.45% of portfolio
|
Q3 2025
Added 10.27%
|
|
|
Keudell
|
Jul 22, 2025 Q2 2025 |
55,173
shares
|
$4.35 Million
0.86% of portfolio
|
Q2 2025
Reduced 78.64%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
54,776
shares
|
$4.32 Million
0.06% of portfolio
|
Q2 2025
Added 293.36%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Nov 05, 2025 Q3 2025 |
54,637
shares
|
$4.31 Million
0.37% of portfolio
|
Q3 2025
Added 8.43%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
54,487
shares
|
$4.3 Million
0.1% of portfolio
|
Q2 2025
Added 7.5%
|
|
|
Penobscot Wealth Management
|
Aug 01, 2025 Q2 2025 |
53,949
shares
|
$4.25 Million
1.48% of portfolio
|
Q2 2025
Added 0.65%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
53,873
shares
|
$4.25 Million
0.08% of portfolio
|
Q2 2025
Reduced 5.66%
|
|
|
Stansberry Asset Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
53,858
shares
|
$4.25 Million
0.44% of portfolio
|
Q2 2025
Added 8.2%
|
|
|
Apella Capital, LLC
|
Oct 17, 2025 Q3 2025 |
53,236
shares
|
$4.2 Million
0.1% of portfolio
|
Q3 2025
Added 7.48%
|
|
|
Merit Financial Group, LLC
|
Oct 20, 2025 Q3 2025 |
53,195
shares
|
$4.2 Million
0.04% of portfolio
|
Q3 2025
Added 14.25%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
52,772
shares
|
$4.16 Million
0.01% of portfolio
|
Q2 2025
Added 686.12%
|
|
|
Mc Naughton Wealth Management, LLC
|
Oct 07, 2025 Q3 2025 |
51,857
shares
|
$4.09 Million
1.75% of portfolio
|
Q3 2025
Added 40.09%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
51,842
shares
|
$4.09 Million
0.0% of portfolio
|
Q2 2025
Reduced 77.01%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
51,459
shares
|
$4.06 Million
0.02% of portfolio
|
Q2 2025
Added 48.34%
|
|
|
Bush Investment Group, LLC
Valdosta, GA |
Jul 01, 2025 Q2 2025 |
51,199
shares
|
$4.04 Million
2.25% of portfolio
|
Q2 2025
Reduced 21.99%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Aug 14, 2025 Q2 2025 |
50,382
shares
|
$3.97 Million
0.45% of portfolio
|
Q2 2025
Added 20.99%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Aug 04, 2025 Q2 2025 |
50,020
shares
|
$3.95 Million
0.18% of portfolio
|
Q2 2025
Reduced 50.97%
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
49,948
shares
|
$3.94 Million
0.23% of portfolio
|
Q2 2025
Reduced 3.79%
|
|
|
Hutchinson Financial Advisors, Inc
Glen Allen, VA |
Oct 14, 2025 Q3 2025 |
48,768
shares
|
$3.85 Million
3.66% of portfolio
|
Q3 2025
Added 134.36%
|
|
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
Nov 06, 2025 Q3 2025 |
48,665
shares
|
$3.84 Million
1.61% of portfolio
|
Q3 2025
Added 83.91%
|
|
|
Horizon Financial Services, LLC
|
May 07, 2025 Q1 2025 |
48,469
shares
|
$3.82 Million
1.68% of portfolio
|
Q1 2025
Reduced 98.38%
|