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 784 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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Jacobi Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
48,244
shares
|
$3.81 Million
0.22% of portfolio
|
Q2 2025
Added 6.5%
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
48,102
shares
|
$3.79 Million
0.04% of portfolio
|
Q2 2025
Reduced 1.17%
|
|
|
Thrive Capital Management, LLC
Fort Washington, PA |
Oct 28, 2025 Q3 2025 |
48,003
shares
|
$3.79 Million
0.95% of portfolio
|
Q3 2025
Added 14.43%
|
|
|
Ci Investments Inc.
Toronto, A6 |
Aug 12, 2025 Q2 2025 |
47,534
shares
|
$3.75 Million
0.01% of portfolio
|
Q4 2024
Reduced 14.41%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
47,412
shares
|
$3.74 Million
0.09% of portfolio
|
Q3 2025
Added 14.43%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
47,276
shares
|
$3.73 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.92%
|
|
|
Tennessee Valley Asset Management Partners
|
Aug 14, 2025 Q2 2025 |
46,986
shares
|
$3.71 Million
0.78% of portfolio
|
Q2 2025
Added 3.07%
|
|
|
Paul R. Ried Financial Group, LLC
Bellevue, WA |
Aug 08, 2025 Q2 2025 |
46,944
shares
|
$3.7 Million
1.86% of portfolio
|
Q2 2025
Reduced 13.38%
|
|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
Oct 27, 2025 Q3 2025 |
46,394
shares
|
$3.66 Million
0.61% of portfolio
|
Q3 2025
Added 4.74%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
46,040
shares
|
$3.63 Million
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Bridgewater Advisors Inc.
|
Aug 05, 2025 Q2 2025 |
46,001
shares
|
$3.63 Million
0.23% of portfolio
|
Q4 2024
Added 19.32%
|
|
|
American National Bank Of Texas
Richardson, TX |
Oct 01, 2025 Q3 2025 |
45,688
shares
|
$3.6 Million
3.29% of portfolio
|
Q3 2025
New holding
|
|
|
Mayflower Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
45,518
shares
|
$3.59 Million
0.36% of portfolio
|
Q3 2025
Added 53.09%
|
|
|
Copperwynd Financial, LLC
|
Jul 23, 2025 Q2 2025 |
45,065
shares
|
$3.55 Million
0.74% of portfolio
|
Q2 2025
Reduced 11.01%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Oct 21, 2025 Q3 2025 |
44,038
shares
|
$3.47 Million
0.12% of portfolio
|
Q3 2025
Added 100.0%
|
|
|
Shira Ridge Wealth Management
Larkspur, CA |
Oct 20, 2025 Q3 2025 |
43,588
shares
|
$3.44 Million
1.41% of portfolio
|
Q3 2025
Added 7.58%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
43,523
shares
|
$3.43 Million
0.0% of portfolio
|
Q2 2025
Reduced 51.55%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Nov 03, 2025 Q3 2025 |
42,548
shares
|
$3.36 Million
0.48% of portfolio
|
Q3 2025
Added 13.76%
|
|
|
Jump Financial, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
42,431
shares
|
$3.35 Million
0.04% of portfolio
|
Q2 2025
Added 1.26%
|
|
|
Mills Wealth Advisors LLC
Southlake, TX |
Oct 10, 2025 Q3 2025 |
41,402
shares
|
$3.27 Million
1.29% of portfolio
|
Q3 2025
Added 0.74%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Oct 21, 2025 Q3 2025 |
41,088
shares
|
$3.24 Million
0.34% of portfolio
|
Q3 2025
Added 65.17%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
39,849
shares
|
$3.14 Million
0.02% of portfolio
|
Q2 2025
Reduced 6.84%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
39,732
shares
|
$3.13 Million
0.04% of portfolio
|
Q3 2025
Added 34.64%
|