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 |
|---|---|---|---|---|---|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
Jul 15, 2025 Q2 2025 |
25,311
shares
|
$2 Million
0.46% of portfolio
|
Q2 2025
Added 4.58%
|
|
|
One Charles Private Wealth Services, LLC
|
Aug 12, 2025 Q2 2025 |
25,310
shares
|
$2 Million
0.51% of portfolio
|
Q2 2025
Added 2.52%
|
|
|
Advisor Resource Council
|
Aug 11, 2025 Q2 2025 |
25,169
shares
|
$1.99 Million
0.66% of portfolio
|
Q2 2025
Reduced 79.67%
|
|
|
Biltmore Family Office, LLC
|
Oct 31, 2025 Q3 2025 |
25,126
shares
|
$1.98 Million
0.28% of portfolio
|
Q1 2025
New holding
|
|
|
Prosperity Consulting Group, LLC
|
Aug 05, 2025 Q2 2025 |
24,953
shares
|
$1.97 Million
0.12% of portfolio
|
Q2 2025
Added 41.51%
|
|
|
Apeiron Ria LLC
|
Oct 14, 2025 Q3 2025 |
24,665
shares
|
$1.95 Million
0.48% of portfolio
|
Q3 2025
Added 25.01%
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
24,531
shares
|
$1.93 Million
0.1% of portfolio
|
Q3 2025
Added 23.32%
|
|
|
Brown Miller Wealth Management, LLC
|
Oct 21, 2025 Q3 2025 |
24,463
shares
|
$1.93 Million
0.55% of portfolio
|
Q3 2025
Added 2.99%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
24,416
shares
|
$1.93 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Sargent Investment Group, LLC
|
Aug 14, 2025 Q2 2025 |
23,625
shares
|
$1.86 Million
0.22% of portfolio
|
Q2 2025
Reduced 14.8%
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Aug 14, 2025 Q2 2025 |
23,389
shares
|
$1.84 Million
0.7% of portfolio
|
Q2 2025
Added 2.85%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Aug 13, 2025 Q2 2025 |
23,361
shares
|
$1.84 Million
0.32% of portfolio
|
Q2 2025
Reduced 24.2%
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Oct 29, 2025 Q3 2025 |
23,229
shares
|
$1.83 Million
1.29% of portfolio
|
Q3 2025
Added 25.66%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Aug 07, 2025 Q2 2025 |
22,863
shares
|
$1.8 Million
0.23% of portfolio
|
Q2 2024
New holding
|
|
|
Myecfo, LLC
La Jolla, CA |
Oct 10, 2025 Q3 2025 |
22,758
shares
|
$1.79 Million
0.79% of portfolio
|
Q3 2025
Added 11.79%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
22,165
shares
|
$1.75 Million
0.0% of portfolio
|
Q1 2025
Added 3.52%
|
|
|
Hsbc Holdings PLC
London, X0 |
Aug 13, 2025 Q2 2025 |
22,093
shares
|
$1.74 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
22,070
shares
|
$1.74 Million
0.35% of portfolio
|
Q1 2024
Added 153.56%
|
|
|
Heritage Wealth Advisors
|
Aug 11, 2025 Q2 2025 |
21,975
shares
|
$1.73 Million
0.07% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
|
Hollencrest Capital Management
|
Nov 03, 2025 Q3 2025 |
21,902
shares
|
$1.73 Million
0.07% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Aug 13, 2025 Q2 2025 |
21,853
shares
|
$1.72 Million
0.03% of portfolio
|
Q2 2025
Added 3.89%
|
|
|
Astoria Portfolio Advisors Llc.
|
Oct 09, 2025 Q3 2025 |
21,842
shares
|
$1.72 Million
0.59% of portfolio
|
Q3 2025
Added 6.56%
|
|
|
Robinson Value Management, Ltd.
San Antonio, TX |
Oct 29, 2025 Q3 2025 |
21,836
shares
|
$1.72 Million
0.98% of portfolio
|
Q3 2025
Reduced 1.22%
|
|
|
Norden Group LLC
Provo, UT |
Oct 15, 2025 Q3 2025 |
21,767
shares
|
$1.72 Million
0.17% of portfolio
|
Q3 2025
Added 2.34%
|
|
|
Bravias Capital Group, LLC
Iselin, NJ |
Oct 20, 2025 Q3 2025 |
21,713
shares
|
$1.71 Million
1.11% of portfolio
|
Q3 2025
Added 35.81%
|