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 |
|---|---|---|---|---|---|
|
Pecaut & Co.
|
Aug 14, 2025 Q2 2025 |
19,947
shares
|
$1.33 Million
0.45% of portfolio
|
Q2 2025
Added 13.31%
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
19,892
shares
|
$1.32 Million
0.08% of portfolio
|
Q2 2025
Added 132.74%
|
|
|
Apeiron Ria LLC
|
Aug 07, 2025 Q2 2025 |
19,731
shares
|
$1.31 Million
0.37% of portfolio
|
Q2 2025
Added 20.08%
|
|
|
Petix & Botte CO
|
Aug 08, 2025 Q2 2025 |
19,624
shares
|
$1.3 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
|
$1.3 Million
0.02% of portfolio
|
Q2 2025
Reduced 24.98%
|
|
|
Caitlin John, LLC
Brighton, MI |
Jul 14, 2025 Q2 2025 |
19,402
shares
|
$1.29 Million
1.16% of portfolio
|
Q2 2025
Added 72.26%
|
|
|
Maia Wealth LLC
Denver, CO |
Aug 12, 2025 Q2 2025 |
19,348
shares
|
$1.29 Million
0.24% of portfolio
|
Q2 2025
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
18,869
shares
|
$1.25 Million
0.01% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
18,819
shares
|
$1.25 Million
0.0% of portfolio
|
Q2 2025
Added 203.04%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
18,798
shares
|
$1.25 Million
0.08% of portfolio
|
Q2 2025
Added 59.81%
|
|
|
Diligent Investors, LLC
|
Jul 21, 2025 Q2 2025 |
18,711
shares
|
$1.24 Million
0.33% of portfolio
|
Q2 2025
Reduced 5.07%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Jul 16, 2025 Q2 2025 |
18,561
shares
|
$1.23 Million
0.2% of portfolio
|
Q1 2025
Added 35.82%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Aug 07, 2025 Q2 2025 |
18,522
shares
|
$1.23 Million
0.27% of portfolio
|
Q2 2025
Reduced 10.6%
|
|
|
Nwam LLC
Mercer Island, WA |
Aug 07, 2025 Q2 2025 |
18,500
shares
|
$1.23 Million
0.11% of portfolio
|
Q2 2025
Reduced 4.94%
|
|
|
Tradewinds, Llc.
Raleigh, NC |
Aug 06, 2025 Q2 2025 |
18,486
shares
|
$1.23 Million
1.01% of portfolio
|
Q2 2025
New holding
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Aug 04, 2025 Q2 2025 |
18,486
shares
|
$1.23 Million
0.92% of portfolio
|
Q2 2025
Reduced 12.16%
|
|
|
S. R. Schill & Associates
Mercer Island, WA |
Jul 02, 2025 Q2 2025 |
18,258
shares
|
$1.21 Million
0.88% of portfolio
|
Q2 2025
Reduced 2.59%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Aug 13, 2025 Q2 2025 |
18,144
shares
|
$1.21 Million
0.15% of portfolio
|
Q2 2025
Added 18.2%
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
18,127
shares
|
$1.2 Million
0.06% of portfolio
|
Q2 2025
Added 97.25%
|
|
|
Tradition Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
17,838
shares
|
$1.19 Million
0.1% of portfolio
|
Q2 2025
Reduced 26.88%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
17,688
shares
|
$1.18 Million
0.03% of portfolio
|
Q2 2025
Added 187.14%
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
17,411
shares
|
$1.16 Million
0.04% of portfolio
|
Q2 2025
Reduced 11.82%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Aug 13, 2025 Q2 2025 |
17,331
shares
|
$1.15 Million
0.08% of portfolio
|
Q2 2025
Added 14.36%
|
|
|
Kendall Capital Management
|
Jul 16, 2025 Q2 2025 |
17,054
shares
|
$1.13 Million
0.31% of portfolio
|
Q2 2025
Reduced 6.49%
|
|
|
Christopher Bloomstran
Semper Augustus Investments Group LLC | Highlands Ranch, CO
|
Aug 14, 2025 Q2 2025 |
17,001
shares
|
$1.13 Million
0.16% of portfolio
|
Q2 2025
Added 4.82%
|