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 |
|---|---|---|---|---|---|
|
Brown Advisory Inc
|
Aug 13, 2025 Q2 2025 |
16,541
shares
|
$1.1 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.21%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
16,540
shares
|
$1.1 Million
0.04% of portfolio
|
Q2 2025
Reduced 13.29%
|
|
|
Boothbay Fund Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
16,500
shares
|
$1.1 Million
0.02% of portfolio
|
Q2 2025
Added 21.32%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
16,498
shares
|
$1.1 Million
0.03% of portfolio
|
Q2 2025
Added 8.4%
|
|
|
Pathway Financial Advisors LLC
|
Jul 25, 2025 Q2 2025 |
16,195
shares
|
$1.08 Million
0.17% of portfolio
|
Q2 2025
Added 12.4%
|
|
|
Paladin Wealth, LLC
Arden Hills, MN |
Jul 08, 2025 Q2 2025 |
16,128
shares
|
$1.07 Million
0.82% of portfolio
|
Q2 2025
Reduced 2.45%
|
|
|
Alpha Cubed Investments, LLC
|
Aug 07, 2025 Q2 2025 |
16,051
shares
|
$1.07 Million
0.04% of portfolio
|
Q2 2025
Added 57.35%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Aug 08, 2025 Q2 2025 |
16,002
shares
|
$1.06 Million
0.47% of portfolio
|
Q2 2025
New holding
|
|
|
Eagle Global Advisors LLC
Houston, TX |
Jul 16, 2025 Q2 2025 |
16,000
shares
|
$1.06 Million
0.04% of portfolio
|
Q1 2025
Added 10.34%
|
|
|
Bravias Capital Group, LLC
Iselin, NJ |
Aug 12, 2025 Q2 2025 |
15,988
shares
|
$1.06 Million
0.77% of portfolio
|
Q2 2025
Reduced 32.36%
|
|
|
Wealth Management Nebraska
Norfolk, NE |
Jul 23, 2025 Q2 2025 |
15,847
shares
|
$1.05 Million
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Balentine LLC
Atlanta, GA |
Aug 04, 2025 Q2 2025 |
15,616
shares
|
$1.04 Million
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Jul 29, 2025 Q2 2025 |
15,605
shares
|
$1.04 Million
0.28% of portfolio
|
Q2 2025
Reduced 3.13%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
15,553
shares
|
$1.03 Million
0.01% of portfolio
|
Q2 2025
Added 146.4%
|
|
|
In Track Investment Management Inc
|
Jul 23, 2025 Q2 2025 |
15,346
shares
|
$1.02 Million
0.75% of portfolio
|
Q2 2025
New holding
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Jul 02, 2025 Q2 2025 |
15,176
shares
|
$1.01 Million
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Management Associates, Inc
Minneapolis, MN |
Jul 23, 2025 Q2 2025 |
14,924
shares
|
$991,998
0.31% of portfolio
|
Q2 2025
Reduced 49.32%
|
|
|
Copia Wealth Management
Bend, OR |
Jul 28, 2025 Q2 2025 |
14,910
shares
|
$991,067
0.82% of portfolio
|
Q2 2025
Reduced 9.91%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Aug 01, 2025 Q2 2025 |
14,647
shares
|
$973,586
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
14,600
shares
|
$970,462
0.02% of portfolio
|
Q1 2025
Reduced 2.01%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Jul 28, 2025 Q2 2025 |
14,328
shares
|
$952,382
0.18% of portfolio
|
Q2 2025
Reduced 1.57%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
14,221
shares
|
$945,269
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Headlands Technologies LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
14,175
shares
|
$942,212
0.12% of portfolio
|
Q2 2025
Added 667.46%
|
|
|
Ifg Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
14,113
shares
|
$938,091
0.16% of portfolio
|
Q2 2025
Added 21.52%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
14,105
shares
|
$937,559
0.08% of portfolio
|
Q2 2025
Added 1641.36%
|