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 |
|---|---|---|---|---|---|
|
Fure Financial Corp
Bloomington, MN |
Nov 09, 2022 Q3 2022 |
35,340
shares
|
$2.35 Million
0.96% of portfolio
|
Q3 2022
New holding
|
|
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
Jul 17, 2025 Q2 2025 |
34,845
shares
|
$2.32 Million
0.77% of portfolio
|
Q2 2025
Added 73.38%
|
|
|
Wfa Of San Diego, LLC
|
Aug 14, 2025 Q2 2025 |
34,426
shares
|
$2.29 Million
1.7% of portfolio
|
Q2 2025
Reduced 5.68%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Aug 11, 2025 Q2 2025 |
33,900
shares
|
$2.25 Million
0.01% of portfolio
|
Q2 2025
Reduced 3.97%
|
|
|
Patten Group, Inc.
|
Jul 30, 2025 Q2 2025 |
33,691
shares
|
$2.24 Million
0.48% of portfolio
|
Q2 2025
Added 35.56%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
33,405
shares
|
$2.22 Million
0.02% of portfolio
|
Q2 2025
Reduced 3.57%
|
|
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
Jan 03, 2024 Q4 2023 |
33,105
shares
|
$2.2 Million
0.49% of portfolio
|
Q4 2023
Reduced 41.22%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Aug 13, 2025 Q2 2025 |
32,922
shares
|
$2.19 Million
0.49% of portfolio
|
Q2 2025
Added 0.47%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
32,772
shares
|
$2.18 Million
0.28% of portfolio
|
Q2 2025
Added 121.9%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
31,216
shares
|
$2.07 Million
0.23% of portfolio
|
Q2 2025
Added 108.61%
|
|
|
Genesis Wealth Advisors, LLC
Braintree, MA |
Jul 15, 2025 Q2 2025 |
31,195
shares
|
$2.07 Million
1.53% of portfolio
|
Q2 2025
Reduced 12.26%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jul 23, 2025 Q2 2025 |
30,845
shares
|
$2.05 Million
0.16% of portfolio
|
Q2 2025
Added 6.7%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
30,730
shares
|
$2.04 Million
0.06% of portfolio
|
Q2 2025
Added 24.2%
|
|
|
Cambridge Associates LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
30,631
shares
|
$2.04 Million
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Gradient Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
30,003
shares
|
$1.99 Million
0.6% of portfolio
|
Q2 2025
Reduced 5.56%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
29,897
shares
|
$1.99 Million
0.2% of portfolio
|
Q2 2025
Reduced 27.67%
|
|
|
Mayflower Financial Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
29,732
shares
|
$1.98 Million
0.29% of portfolio
|
Q2 2025
Reduced 17.84%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
29,509
shares
|
$1.96 Million
0.03% of portfolio
|
Q2 2025
Added 24.78%
|
|
|
Black Diamond Wealth Management Inc.
|
Aug 13, 2025 Q2 2025 |
29,455
shares
|
$1.96 Million
1.32% of portfolio
|
Q2 2025
Reduced 1.55%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
29,395
shares
|
$1.95 Million
0.13% of portfolio
|
Q2 2023
Reduced 0.43%
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Jul 30, 2025 Q2 2025 |
29,355
shares
|
$1.95 Million
1.32% of portfolio
|
Q2 2025
Reduced 4.71%
|
|
|
Forbes J M & CO LLP
|
Jul 18, 2025 Q2 2025 |
28,711
shares
|
$1.91 Million
0.18% of portfolio
|
Q2 2023
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
28,537
shares
|
$1.9 Million
0.05% of portfolio
|
Q2 2025
Added 5.54%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
28,419
shares
|
$1.89 Million
0.07% of portfolio
|
Q2 2025
Added 2.91%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
28,416
shares
|
$1.89 Million
0.02% of portfolio
|
Q1 2025
Added 75.49%
|