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 789 institutions that hold shares in the stock, with a total of 157 Million shares, which have been reported (via 13F filing form) to have a value of $12.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Zega Investments, LLC
Palm Beach Gardens, FL |
Oct 27, 2025 Q3 2025 |
21,609
shares
|
$1.71 Million
0.22% of portfolio
|
Q3 2025
New holding
|
|
|
Carret Asset Management, LLC
|
Aug 04, 2025 Q2 2025 |
21,609
shares
|
$1.71 Million
0.16% of portfolio
|
Q2 2025
Added 2.97%
|
|
|
Wealthfront Advisers LLC
|
Nov 06, 2025 Q3 2025 |
21,340
shares
|
$1.69 Million
0.0% of portfolio
|
Q3 2025
Added 456.16%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Aug 11, 2025 Q2 2025 |
21,217
shares
|
$1.68 Million
0.14% of portfolio
|
Q2 2025
Added 34.26%
|
|
|
Wealth Management Nebraska
Norfolk, NE |
Nov 03, 2025 Q3 2025 |
21,190
shares
|
$1.68 Million
0.19% of portfolio
|
Q3 2025
Added 33.72%
|
|
|
Richard Bernstein Advisors LLC
|
Aug 06, 2025 Q2 2025 |
21,152
shares
|
$1.68 Million
0.03% of portfolio
|
Q2 2025
Reduced 7.08%
|
|
|
Theory Financial LLC
Fort Collins, CO |
Oct 28, 2025 Q3 2025 |
20,998
shares
|
$1.66 Million
0.63% of portfolio
|
Q3 2025
Added 57.38%
|
|
|
Pecaut & Co.
|
Nov 03, 2025 Q3 2025 |
20,963
shares
|
$1.66 Million
0.53% of portfolio
|
Q3 2025
Added 5.09%
|
|
|
Nwam LLC
Mercer Island, WA |
Oct 28, 2025 Q3 2025 |
20,895
shares
|
$1.66 Million
0.12% of portfolio
|
Q3 2025
Added 12.95%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Nov 04, 2025 Q3 2025 |
20,821
shares
|
$1.65 Million
0.42% of portfolio
|
Q3 2025
Reduced 3.44%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Aug 05, 2025 Q2 2025 |
20,166
shares
|
$1.6 Million
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Eagle Global Advisors LLC
Houston, TX |
Oct 28, 2025 Q3 2025 |
20,100
shares
|
$1.59 Million
0.06% of portfolio
|
Q3 2025
Added 25.62%
|
|
|
Q3 Asset Management
|
Oct 27, 2025 Q3 2025 |
19,837
shares
|
$1.57 Million
0.52% of portfolio
|
Q3 2025
Reduced 4.88%
|
|
|
In Track Investment Management Inc
|
Oct 21, 2025 Q3 2025 |
19,761
shares
|
$1.57 Million
1.01% of portfolio
|
Q3 2025
Added 28.77%
|
|
|
Petix & Botte CO
|
Aug 08, 2025 Q2 2025 |
19,624
shares
|
$1.56 Million
0.33% of portfolio
|
Q2 2025
Reduced 3.79%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Aug 12, 2025 Q2 2025 |
19,555
shares
|
$1.55 Million
0.02% of portfolio
|
Q2 2025
Reduced 24.98%
|
|
|
Caitlin John, LLC
Brighton, MI |
Jul 14, 2025 Q2 2025 |
19,402
shares
|
$1.54 Million
1.16% of portfolio
|
Q2 2025
Added 72.26%
|
|
|
Maia Wealth LLC
Denver, CO |
Aug 12, 2025 Q2 2025 |
19,348
shares
|
$1.53 Million
0.24% of portfolio
|
Q2 2025
New holding
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Oct 29, 2025 Q3 2025 |
18,912
shares
|
$1.5 Million
0.22% of portfolio
|
Q3 2025
Added 1.89%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
18,869
shares
|
$1.5 Million
0.01% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
18,819
shares
|
$1.49 Million
0.0% of portfolio
|
Q2 2025
Added 203.04%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
18,798
shares
|
$1.49 Million
0.08% of portfolio
|
Q2 2025
Added 59.81%
|
|
|
Diligent Investors, LLC
|
Jul 21, 2025 Q2 2025 |
18,711
shares
|
$1.48 Million
0.33% of portfolio
|
Q2 2025
Reduced 5.07%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Aug 07, 2025 Q2 2025 |
18,522
shares
|
$1.47 Million
0.27% of portfolio
|
Q2 2025
Reduced 10.6%
|
|
|
S. R. Schill & Associates
Mercer Island, WA |
Jul 02, 2025 Q2 2025 |
18,258
shares
|
$1.45 Million
0.88% of portfolio
|
Q2 2025
Reduced 2.59%
|