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 815 institutions that hold shares in the stock, with a total of 167 Million shares, which have been reported (via 13F filing form) to have a value of $13.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Apella Capital, LLC
|
Oct 17, 2025 Q3 2025 |
53,236
shares
|
$4.31 Million
0.1% of portfolio
|
Q3 2025
Added 7.48%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
53,195
shares
|
$4.3 Million
0.04% of portfolio
|
Q3 2025
Added 14.25%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 13, 2025 Q3 2025 |
53,171
shares
|
$4.3 Million
1.27% of portfolio
|
Q3 2025
Reduced 7.17%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 13, 2025 Q3 2025 |
52,083
shares
|
$4.21 Million
0.0% of portfolio
|
Q3 2025
Added 10.17%
|
|
|
Mc Naughton Wealth Management, LLC
|
Oct 07, 2025 Q3 2025 |
51,857
shares
|
$4.2 Million
1.75% of portfolio
|
Q3 2025
Added 40.09%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Aug 14, 2025 Q2 2025 |
50,382
shares
|
$4.08 Million
0.45% of portfolio
|
Q2 2025
Added 20.99%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
50,347
shares
|
$4.07 Million
0.02% of portfolio
|
Q3 2025
Reduced 2.16%
|
|
|
Patten Group, Inc.
|
Nov 10, 2025 Q3 2025 |
49,386
shares
|
$4 Million
0.76% of portfolio
|
Q3 2025
Added 46.59%
|
|
|
Amg National Trust Bank
|
Nov 07, 2025 Q3 2025 |
49,163
shares
|
$3.98 Million
0.09% of portfolio
|
Q3 2025
Added 87.32%
|
|
|
Hutchinson Financial Advisors, Inc
Glen Allen, VA |
Oct 14, 2025 Q3 2025 |
48,768
shares
|
$3.95 Million
3.66% of portfolio
|
Q3 2025
Added 134.36%
|
|
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
Nov 06, 2025 Q3 2025 |
48,665
shares
|
$3.94 Million
1.61% of portfolio
|
Q3 2025
Added 83.91%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
48,032
shares
|
$3.89 Million
0.05% of portfolio
|
Q3 2025
Reduced 0.15%
|
|
|
Thrive Capital Management, LLC
Fort Washington, PA |
Oct 28, 2025 Q3 2025 |
48,003
shares
|
$3.88 Million
0.95% of portfolio
|
Q3 2025
Added 14.43%
|
|
|
Ci Investments Inc.
Toronto, A6 |
Nov 12, 2025 Q3 2025 |
47,534
shares
|
$3.85 Million
0.01% of portfolio
|
Q4 2024
Reduced 14.41%
|
|
|
Tennessee Valley Asset Management Partners
|
Nov 13, 2025 Q3 2025 |
47,507
shares
|
$3.84 Million
0.51% of portfolio
|
Q3 2025
Added 1.11%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
47,412
shares
|
$3.84 Million
0.09% of portfolio
|
Q3 2025
Added 14.43%
|
|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
Oct 27, 2025 Q3 2025 |
46,394
shares
|
$3.75 Million
0.61% of portfolio
|
Q3 2025
Added 4.74%
|
|
|
Bridgewater Advisors Inc.
|
Nov 07, 2025 Q3 2025 |
45,958
shares
|
$3.72 Million
0.26% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
American National Bank Of Texas
Richardson, TX |
Oct 01, 2025 Q3 2025 |
45,688
shares
|
$3.7 Million
3.29% of portfolio
|
Q3 2025
New holding
|
|
|
Mayflower Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
45,518
shares
|
$3.68 Million
0.36% of portfolio
|
Q3 2025
Added 53.09%
|
|
|
Copperwynd Financial, LLC
|
Jul 23, 2025 Q2 2025 |
45,065
shares
|
$3.65 Million
0.74% of portfolio
|
Q2 2025
Reduced 11.01%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
44,576
shares
|
$3.61 Million
0.0% of portfolio
|
Q3 2025
Added 2.42%
|
|
|
Paul R. Ried Financial Group, LLC
Bellevue, WA |
Nov 14, 2025 Q3 2025 |
44,465
shares
|
$3.6 Million
1.72% of portfolio
|
Q3 2025
Reduced 5.28%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Nov 18, 2025 Q3 2025 |
44,138
shares
|
$3.57 Million
0.65% of portfolio
|
Q3 2025
Added 88.94%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Oct 21, 2025 Q3 2025 |
44,038
shares
|
$3.56 Million
0.12% of portfolio
|
Q3 2025
Added 100.0%
|
|