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 |
|---|---|---|---|---|---|
|
Valicenti Advisory Services Inc
|
Jul 16, 2025 Q2 2025 |
23,739
shares
|
$1.58 Million
0.36% of portfolio
|
Q2 2025
Reduced 1.99%
|
|
|
Sargent Investment Group, LLC
|
Aug 14, 2025 Q2 2025 |
23,625
shares
|
$1.57 Million
0.22% of portfolio
|
Q2 2025
Reduced 14.8%
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Aug 14, 2025 Q2 2025 |
23,389
shares
|
$1.55 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
|
$1.55 Million
0.32% of portfolio
|
Q2 2025
Reduced 24.2%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Aug 07, 2025 Q2 2025 |
22,863
shares
|
$1.52 Million
0.23% of portfolio
|
Q2 2024
New holding
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
22,492
shares
|
$1.5 Million
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Jul 24, 2025 Q2 2025 |
22,477
shares
|
$1.49 Million
0.65% of portfolio
|
Q2 2025
New holding
|
|
|
Valtinson Bruner Financial Planning LLC
|
Aug 06, 2025 Q2 2025 |
22,286
shares
|
$1.48 Million
0.57% of portfolio
|
Q2 2025
Added 48.26%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
22,165
shares
|
$1.47 Million
0.0% of portfolio
|
Q1 2025
Added 3.52%
|
|
|
Robinson Value Management, Ltd.
San Antonio, TX |
Jul 29, 2025 Q2 2025 |
22,106
shares
|
$1.47 Million
0.93% of portfolio
|
Q2 2025
Reduced 20.39%
|
|
|
Hsbc Holdings PLC
London, X0 |
Aug 13, 2025 Q2 2025 |
22,093
shares
|
$1.47 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
22,070
shares
|
$1.47 Million
0.35% of portfolio
|
Q1 2024
Added 153.56%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jul 21, 2025 Q2 2025 |
22,019
shares
|
$1.46 Million
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Heritage Wealth Advisors
|
Aug 11, 2025 Q2 2025 |
21,975
shares
|
$1.46 Million
0.07% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
21,890
shares
|
$1.46 Million
0.06% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Aug 13, 2025 Q2 2025 |
21,853
shares
|
$1.45 Million
0.03% of portfolio
|
Q2 2025
Added 3.89%
|
|
|
Carret Asset Management, LLC
|
Aug 04, 2025 Q2 2025 |
21,609
shares
|
$1.44 Million
0.16% of portfolio
|
Q2 2025
Added 2.97%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Jul 28, 2025 Q2 2025 |
21,563
shares
|
$1.43 Million
0.4% of portfolio
|
Q2 2025
Reduced 3.53%
|
|
|
Norden Group LLC
Provo, UT |
Jul 15, 2025 Q2 2025 |
21,269
shares
|
$1.41 Million
0.15% of portfolio
|
Q2 2025
Added 56.54%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Aug 11, 2025 Q2 2025 |
21,217
shares
|
$1.41 Million
0.14% of portfolio
|
Q2 2025
Added 34.26%
|
|
|
Richard Bernstein Advisors LLC
|
Aug 06, 2025 Q2 2025 |
21,152
shares
|
$1.41 Million
0.03% of portfolio
|
Q2 2025
Reduced 7.08%
|
|
|
Hutchinson Financial Advisors, Inc
Glen Allen, VA |
Aug 04, 2025 Q2 2025 |
20,809
shares
|
$1.38 Million
1.55% of portfolio
|
Q2 2025
New holding
|
|
|
Astoria Portfolio Advisors Llc.
|
Jul 25, 2025 Q2 2025 |
20,497
shares
|
$1.36 Million
0.5% of portfolio
|
Q2 2025
Added 1.82%
|
|
|
Myecfo, LLC
La Jolla, CA |
Jul 11, 2025 Q2 2025 |
20,358
shares
|
$1.35 Million
0.65% of portfolio
|
Q2 2025
Added 3.25%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Aug 05, 2025 Q2 2025 |
20,166
shares
|
$1.34 Million
0.05% of portfolio
|
Q2 2025
New holding
|