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 |
|---|---|---|---|---|---|
|
Cambridge Associates LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
30,631
shares
|
$2.42 Million
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Gradient Capital Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
30,220
shares
|
$2.38 Million
0.64% of portfolio
|
Q3 2025
Added 0.72%
|
|
|
Black Diamond Wealth Management Inc.
|
Aug 13, 2025 Q2 2025 |
29,455
shares
|
$2.32 Million
1.32% of portfolio
|
Q2 2025
Reduced 1.55%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
29,395
shares
|
$2.32 Million
0.13% of portfolio
|
Q2 2023
Reduced 0.43%
|
|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
29,172
shares
|
$2.3 Million
0.14% of portfolio
|
Q3 2025
Added 29.7%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
28,869
shares
|
$2.28 Million
0.08% of portfolio
|
Q3 2025
Added 11.3%
|
|
|
Forbes J M & CO LLP
|
Oct 28, 2025 Q3 2025 |
28,711
shares
|
$2.26 Million
0.19% of portfolio
|
Q2 2023
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
28,537
shares
|
$2.25 Million
0.05% of portfolio
|
Q2 2025
Added 5.54%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
28,416
shares
|
$2.24 Million
0.02% of portfolio
|
Q1 2025
Added 75.49%
|
|
|
Brown Financial Advisors
Milford, OH |
Aug 15, 2025 Q2 2025 |
28,282
shares
|
$2.23 Million
0.72% of portfolio
|
Q2 2025
Reduced 2.24%
|
|
|
Pds Planning, Inc
|
Oct 21, 2025 Q3 2025 |
28,260
shares
|
$2.23 Million
0.15% of portfolio
|
Q3 2025
Added 4.94%
|
|
|
Aspetuck Financial Management LLC
Westport, CT |
Nov 03, 2025 Q3 2025 |
28,133
shares
|
$2.22 Million
1.47% of portfolio
|
Q3 2025
Reduced 0.28%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2025 Q2 2025 |
27,942
shares
|
$2.2 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
|
$2.16 Million
0.42% of portfolio
|
Q2 2025
New holding
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Jul 22, 2025 Q2 2025 |
27,437
shares
|
$2.16 Million
0.42% of portfolio
|
Q2 2025
Reduced 13.64%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Oct 24, 2025 Q3 2025 |
26,746
shares
|
$2.11 Million
0.79% of portfolio
|
Q3 2025
Added 18.99%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
26,506
shares
|
$2.09 Million
0.03% of portfolio
|
Q2 2025
Added 105.31%
|
|
|
Amg National Trust Bank
|
Aug 04, 2025 Q2 2025 |
26,245
shares
|
$2.07 Million
0.05% of portfolio
|
Q2 2025
Added 37.62%
|
|
|
Arcus Capital Partners, LLC
|
Oct 30, 2025 Q3 2025 |
26,210
shares
|
$2.07 Million
0.95% of portfolio
|
Q3 2025
New holding
|
|
|
Choate Investment Advisors
Boston, MA |
Aug 12, 2025 Q2 2025 |
25,977
shares
|
$2.05 Million
0.04% of portfolio
|
Q2 2025
Added 4.71%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
25,861
shares
|
$2.04 Million
0.0% of portfolio
|
Q2 2025
Added 7.55%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
25,656
shares
|
$2.02 Million
0.01% of portfolio
|
Q2 2025
Added 868.88%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 31, 2025 Q3 2025 |
25,500
shares
|
$2.01 Million
0.04% of portfolio
|
Q1 2022
New holding
|
|
|
Hutchinson Capital Management
San Rafael, CA |
Aug 04, 2025 Q2 2025 |
25,437
shares
|
$2.01 Million
0.34% of portfolio
|
Q2 2025
New holding
|
|
|
Valicenti Advisory Services Inc
|
Oct 17, 2025 Q3 2025 |
25,320
shares
|
$2 Million
0.42% of portfolio
|
Q3 2025
Added 6.66%
|