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 |
|---|---|---|---|---|---|
|
Brown Financial Advisors
Milford, OH |
Aug 15, 2025 Q2 2025 |
28,282
shares
|
$1.88 Million
0.72% of portfolio
|
Q2 2025
Reduced 2.24%
|
|
|
Aspetuck Financial Management LLC
Westport, CT |
Aug 06, 2025 Q2 2025 |
28,212
shares
|
$1.88 Million
1.39% of portfolio
|
Q2 2025
Added 3.76%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2025 Q2 2025 |
27,942
shares
|
$1.86 Million
0.1% of portfolio
|
Q2 2025
Added 7.61%
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Jul 22, 2025 Q2 2025 |
27,437
shares
|
$1.82 Million
0.42% of portfolio
|
Q2 2025
New holding
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Jul 22, 2025 Q2 2025 |
27,437
shares
|
$1.82 Million
0.42% of portfolio
|
Q2 2025
Reduced 13.64%
|
|
|
Pds Planning, Inc
|
Jul 24, 2025 Q2 2025 |
26,930
shares
|
$1.79 Million
0.13% of portfolio
|
Q1 2025
Reduced 0.45%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
26,506
shares
|
$1.76 Million
0.03% of portfolio
|
Q2 2025
Added 105.31%
|
|
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
Jul 18, 2025 Q2 2025 |
26,462
shares
|
$1.76 Million
1.34% of portfolio
|
Q2 2025
Added 51.2%
|
|
|
Amg National Trust Bank
|
Aug 04, 2025 Q2 2025 |
26,245
shares
|
$1.74 Million
0.05% of portfolio
|
Q2 2025
Added 37.62%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
26,244
shares
|
$1.74 Million
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Aug 13, 2025 Q2 2025 |
26,225
shares
|
$1.74 Million
0.23% of portfolio
|
Q2 2025
Added 36.02%
|
|
|
Choate Investment Advisors
Boston, MA |
Aug 12, 2025 Q2 2025 |
25,977
shares
|
$1.73 Million
0.04% of portfolio
|
Q2 2025
Added 4.71%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
25,937
shares
|
$1.72 Million
0.07% of portfolio
|
Q2 2025
Reduced 23.66%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
25,861
shares
|
$1.72 Million
0.0% of portfolio
|
Q2 2025
Added 7.55%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
25,656
shares
|
$1.71 Million
0.01% of portfolio
|
Q2 2025
Added 868.88%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Jul 30, 2025 Q2 2025 |
25,500
shares
|
$1.69 Million
0.04% of portfolio
|
Q1 2022
New holding
|
|
|
Hutchinson Capital Management
San Rafael, CA |
Aug 04, 2025 Q2 2025 |
25,437
shares
|
$1.69 Million
0.34% of portfolio
|
Q2 2025
New holding
|
|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
Jul 15, 2025 Q2 2025 |
25,311
shares
|
$1.68 Million
0.46% of portfolio
|
Q2 2025
Added 4.58%
|
|
|
One Charles Private Wealth Services, LLC
|
Aug 12, 2025 Q2 2025 |
25,310
shares
|
$1.68 Million
0.51% of portfolio
|
Q2 2025
Added 2.52%
|
|
|
Advisor Resource Council
|
Aug 11, 2025 Q2 2025 |
25,169
shares
|
$1.67 Million
0.66% of portfolio
|
Q2 2025
Reduced 79.67%
|
|
|
Biltmore Family Office, LLC
|
Aug 01, 2025 Q2 2025 |
25,126
shares
|
$1.67 Million
0.29% of portfolio
|
Q1 2025
New holding
|
|
|
Prosperity Consulting Group, LLC
|
Aug 05, 2025 Q2 2025 |
24,953
shares
|
$1.66 Million
0.12% of portfolio
|
Q2 2025
Added 41.51%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Jul 22, 2025 Q2 2025 |
24,876
shares
|
$1.65 Million
0.19% of portfolio
|
Q2 2025
Added 48.04%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
24,416
shares
|
$1.62 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Brown Miller Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
23,753
shares
|
$1.58 Million
0.5% of portfolio
|
Q2 2025
Added 0.19%
|