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 |
|---|---|---|---|---|---|
|
Entrewealth, LLC
Austin, TX |
Aug 05, 2025 Q2 2025 |
57,499
shares
|
$3.82 Million
2.61% of portfolio
|
Q2 2025
Added 2.53%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Jul 25, 2025 Q2 2025 |
57,280
shares
|
$3.81 Million
1.28% of portfolio
|
Q2 2025
Reduced 23.55%
|
|
|
Baker Ellis Asset Management LLC
|
Jul 08, 2025 Q2 2025 |
57,000
shares
|
$3.79 Million
0.53% of portfolio
|
Q2 2025
Added 0.62%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
56,931
shares
|
$3.78 Million
0.01% of portfolio
|
Q2 2025
Added 24.38%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
56,492
shares
|
$3.76 Million
0.0% of portfolio
|
Q2 2025
Added 1.55%
|
|
|
Keudell
|
Jul 22, 2025 Q2 2025 |
55,173
shares
|
$3.67 Million
0.86% of portfolio
|
Q2 2025
Reduced 78.64%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
54,487
shares
|
$3.62 Million
0.1% of portfolio
|
Q2 2025
Added 7.5%
|
|
|
Motiv8 Investments LLC
Port St. Lucie, FL |
Jul 22, 2025 Q2 2025 |
54,453
shares
|
$3.62 Million
2.18% of portfolio
|
Q2 2025
Reduced 22.52%
|
|
|
Penobscot Wealth Management
|
Aug 01, 2025 Q2 2025 |
53,949
shares
|
$3.59 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
|
$3.58 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
|
$3.58 Million
0.44% of portfolio
|
Q2 2025
Added 8.2%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
52,772
shares
|
$3.51 Million
0.01% of portfolio
|
Q2 2025
Added 686.12%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
51,842
shares
|
$3.45 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
|
$3.42 Million
0.02% of portfolio
|
Q2 2025
Added 48.34%
|
|
|
Bush Investment Group, LLC
Valdosta, GA |
Jul 01, 2025 Q2 2025 |
51,199
shares
|
$3.4 Million
2.25% of portfolio
|
Q2 2025
Reduced 21.99%
|
|
|
Compass Ion Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
50,876
shares
|
$3.38 Million
0.39% of portfolio
|
Q2 2025
Added 22.14%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Aug 13, 2025 Q2 2025 |
50,388
shares
|
$3.35 Million
0.32% of portfolio
|
Q1 2025
Added 11.45%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Aug 14, 2025 Q2 2025 |
50,382
shares
|
$3.35 Million
0.45% of portfolio
|
Q2 2025
Added 20.99%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Aug 04, 2025 Q2 2025 |
50,020
shares
|
$3.32 Million
0.18% of portfolio
|
Q2 2025
Reduced 50.97%
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
49,948
shares
|
$3.32 Million
0.23% of portfolio
|
Q2 2025
Reduced 3.79%
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
49,530
shares
|
$3.29 Million
0.09% of portfolio
|
Q2 2025
Added 145.47%
|
|
|
Horizon Financial Services, LLC
|
May 07, 2025 Q1 2025 |
48,469
shares
|
$3.22 Million
1.68% of portfolio
|
Q1 2025
Reduced 98.38%
|
|
|
Jacobi Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
48,244
shares
|
$3.21 Million
0.22% of portfolio
|
Q2 2025
Added 6.5%
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
48,102
shares
|
$3.2 Million
0.04% of portfolio
|
Q2 2025
Reduced 1.17%
|
|
|
Ci Investments Inc.
Toronto, A6 |
Aug 12, 2025 Q2 2025 |
47,534
shares
|
$3.16 Million
0.01% of portfolio
|
Q4 2024
Reduced 14.41%
|