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 |
|---|---|---|---|---|---|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
47,276
shares
|
$3.14 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.92%
|
|
|
Tennessee Valley Asset Management Partners
|
Aug 14, 2025 Q2 2025 |
46,986
shares
|
$3.12 Million
0.78% of portfolio
|
Q2 2025
Added 3.07%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
46,982
shares
|
$3.12 Million
0.0% of portfolio
|
Q2 2025
Added 10.85%
|
|
|
Paul R. Ried Financial Group, LLC
Bellevue, WA |
Aug 08, 2025 Q2 2025 |
46,944
shares
|
$3.12 Million
1.86% of portfolio
|
Q2 2025
Reduced 13.38%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
46,559
shares
|
$3.09 Million
0.04% of portfolio
|
Q2 2025
Added 29.15%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
46,040
shares
|
$3.06 Million
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Bridgewater Advisors Inc.
|
Aug 05, 2025 Q2 2025 |
46,001
shares
|
$3.06 Million
0.23% of portfolio
|
Q4 2024
Added 19.32%
|
|
|
Copperwynd Financial, LLC
|
Jul 23, 2025 Q2 2025 |
45,065
shares
|
$3 Million
0.74% of portfolio
|
Q2 2025
Reduced 11.01%
|
|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
Aug 07, 2025 Q2 2025 |
44,296
shares
|
$2.94 Million
0.56% of portfolio
|
Q2 2025
Added 4.55%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
43,523
shares
|
$2.89 Million
0.0% of portfolio
|
Q2 2025
Reduced 51.55%
|
|
|
Jump Financial, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
42,431
shares
|
$2.82 Million
0.04% of portfolio
|
Q2 2025
Added 1.26%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
42,175
shares
|
$2.8 Million
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Thrive Capital Management, LLC
Fort Washington, PA |
Aug 08, 2025 Q2 2025 |
41,949
shares
|
$2.79 Million
0.87% of portfolio
|
Q2 2025
Added 131.17%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
41,435
shares
|
$2.75 Million
0.07% of portfolio
|
Q2 2025
Reduced 38.4%
|
|
|
Mills Wealth Advisors LLC
Southlake, TX |
Jul 30, 2025 Q2 2025 |
41,098
shares
|
$2.73 Million
1.23% of portfolio
|
Q2 2025
Reduced 8.07%
|
|
|
Shira Ridge Wealth Management
Larkspur, CA |
Jul 09, 2025 Q2 2025 |
40,516
shares
|
$2.69 Million
1.21% of portfolio
|
Q2 2025
Added 15.04%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
39,849
shares
|
$2.65 Million
0.02% of portfolio
|
Q2 2025
Reduced 6.84%
|
|
|
Brinker Capital Investments, LLC
|
Aug 14, 2025 Q2 2025 |
38,148
shares
|
$2.54 Million
0.0% of portfolio
|
Q2 2025
Added 34.25%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Aug 08, 2025 Q2 2025 |
38,093
shares
|
$2.53 Million
1.19% of portfolio
|
Q2 2025
Reduced 57.46%
|
|
|
Peak Retirement Planning, Inc.
Columbus, OH |
Feb 20, 2025 Q4 2024 |
37,670
shares
|
$2.5 Million
1.34% of portfolio
|
Q4 2024
New holding
|
|
|
Public Employees Retirement System Of Ohio
Columbus, OH |
Jul 15, 2025 Q2 2025 |
37,200
shares
|
$2.47 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Mc Naughton Wealth Management, LLC
|
Jul 21, 2025 Q2 2025 |
37,018
shares
|
$2.46 Million
1.12% of portfolio
|
Q2 2025
Reduced 6.0%
|
|
|
Wbh Advisory Inc
|
Jul 29, 2025 Q2 2025 |
36,485
shares
|
$2.43 Million
0.21% of portfolio
|
Q2 2025
Added 6.51%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
36,424
shares
|
$2.42 Million
2.36% of portfolio
|
Q1 2025
Added 1405.12%
|
|
|
Matrix Trust CO
|
Jul 11, 2025 Q2 2025 |
36,190
shares
|
$2.41 Million
0.38% of portfolio
|
Q2 2025
Added 98.98%
|