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 |
|---|---|---|---|---|---|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
18,127
shares
|
$1.43 Million
0.06% of portfolio
|
Q2 2025
Added 97.25%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
18,108
shares
|
$1.43 Million
0.03% of portfolio
|
Q3 2025
Reduced 31.0%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
18,070
shares
|
$1.43 Million
0.03% of portfolio
|
Q3 2025
Added 2.16%
|
|
|
Tradition Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
17,838
shares
|
$1.41 Million
0.1% of portfolio
|
Q2 2025
Reduced 26.88%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
17,411
shares
|
$1.37 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
|
$1.37 Million
0.08% of portfolio
|
Q2 2025
Added 14.36%
|
|
|
A4 Wealth Advisors LLC
Huntersville, NC |
Nov 04, 2025 Q3 2025 |
17,212
shares
|
$1.36 Million
1.11% of portfolio
|
Q3 2025
New holding
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Oct 28, 2025 Q3 2025 |
17,186
shares
|
$1.36 Million
0.48% of portfolio
|
Q3 2025
Added 6.07%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Oct 20, 2025 Q3 2025 |
17,139
shares
|
$1.35 Million
0.15% of portfolio
|
Q3 2025
Reduced 5.54%
|
|
|
Kendall Capital Management
|
Jul 16, 2025 Q2 2025 |
17,054
shares
|
$1.35 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
|
$1.34 Million
0.16% of portfolio
|
Q2 2025
Added 4.82%
|
|
|
Pathway Financial Advisors LLC
|
Oct 10, 2025 Q3 2025 |
16,965
shares
|
$1.34 Million
0.19% of portfolio
|
Q3 2025
Added 4.75%
|
|
|
Caldwell Trust CO
Venice, FL |
Oct 23, 2025 Q3 2025 |
16,871
shares
|
$1.33 Million
0.12% of portfolio
|
Q3 2025
Reduced 37.63%
|
|
|
Brown Advisory Inc
|
Aug 13, 2025 Q2 2025 |
16,541
shares
|
$1.3 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.21%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
16,540
shares
|
$1.3 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
|
$1.3 Million
0.02% of portfolio
|
Q2 2025
Added 21.32%
|
|
|
Alpha Cubed Investments, LLC
|
Nov 03, 2025 Q3 2025 |
16,051
shares
|
$1.27 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
|
$1.26 Million
0.47% of portfolio
|
Q2 2025
New holding
|
|
|
Paladin Wealth, LLC
Arden Hills, MN |
Oct 14, 2025 Q3 2025 |
15,921
shares
|
$1.26 Million
0.88% of portfolio
|
Q3 2025
Reduced 1.28%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Oct 17, 2025 Q3 2025 |
15,826
shares
|
$1.25 Million
0.29% of portfolio
|
Q3 2025
Added 1.42%
|
|
|
Balentine LLC
Atlanta, GA |
Aug 04, 2025 Q2 2025 |
15,616
shares
|
$1.23 Million
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Oct 27, 2025 Q3 2025 |
15,604
shares
|
$1.23 Million
1.3% of portfolio
|
Q3 2025
Added 20.25%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
15,553
shares
|
$1.23 Million
0.01% of portfolio
|
Q2 2025
Added 146.4%
|
|
|
Welch Group, LLC
|
Oct 14, 2025 Q3 2025 |
15,311
shares
|
$1.21 Million
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Auour Investments LLC
Wenham, MA |
Oct 29, 2025 Q3 2025 |
15,247
shares
|
$1.2 Million
0.4% of portfolio
|
Q3 2025
Added 9.71%
|