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 |
|---|---|---|---|---|---|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Aug 12, 2025 Q2 2025 |
13,956
shares
|
$927,655
0.62% of portfolio
|
Q2 2025
Added 23.52%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
13,925
shares
|
$925,594
0.02% of portfolio
|
Q1 2025
Added 48.25%
|
|
|
M1 Capital Management LLC
Bloomfield Hills, MI |
Jul 24, 2025 Q2 2025 |
13,901
shares
|
$923,999
0.46% of portfolio
|
Q2 2025
Reduced 24.73%
|
|
|
Auour Investments LLC
Wenham, MA |
Jul 31, 2025 Q2 2025 |
13,897
shares
|
$923,733
0.32% of portfolio
|
Q2 2025
Added 0.55%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
13,764
shares
|
$914,893
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Breed'S Hill Capital LLC
Charlestown, MA |
Aug 08, 2025 Q2 2025 |
13,617
shares
|
$905,121
0.43% of portfolio
|
Q3 2024
New holding
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Aug 12, 2025 Q2 2025 |
13,497
shares
|
$897,145
0.07% of portfolio
|
Q2 2025
Added 6.32%
|
|
|
Total Investment Management Inc
Scottsdale, AZ |
May 09, 2025 Q1 2025 |
13,469
shares
|
$895,284
0.11% of portfolio
|
Q1 2025
Reduced 32.0%
|
|
|
Theory Financial LLC
Fort Collins, CO |
Aug 11, 2025 Q2 2025 |
13,342
shares
|
$886,842
0.36% of portfolio
|
Q2 2025
Reduced 27.58%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Aug 13, 2025 Q2 2025 |
13,320
shares
|
$885,380
0.35% of portfolio
|
Q2 2025
Reduced 1.15%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Aug 14, 2025 Q2 2025 |
12,976
shares
|
$862,514
1.03% of portfolio
|
Q2 2025
New holding
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
12,837
shares
|
$853,275
0.03% of portfolio
|
Q2 2025
Reduced 0.33%
|
|
|
Excalibur Management Corp
|
Aug 06, 2025 Q2 2025 |
12,724
shares
|
$845,764
0.32% of portfolio
|
Q2 2025
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Aug 13, 2025 Q2 2025 |
12,674
shares
|
$842,440
0.04% of portfolio
|
Q4 2024
Reduced 1.22%
|
|
|
Alpha Star Capital Management, LLC
|
Aug 04, 2025 Q2 2025 |
12,605
shares
|
$837,854
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Frederick Financial Consultants, LLC
Frederick, MD |
Aug 04, 2025 Q2 2025 |
12,315
shares
|
$818,578
0.5% of portfolio
|
Q2 2025
Added 43.98%
|
|
|
Destiny Capital Securities Corporation
Golden, CO |
Nov 13, 2023 Q3 2023 |
12,310
shares
|
$818,245
0.37% of portfolio
|
Q3 2023
New holding
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
12,262
shares
|
$815,055
0.23% of portfolio
|
Q3 2024
Added 11.3%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
12,000
shares
|
$797,640
0.05% of portfolio
|
Q1 2022
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
11,978
shares
|
$796,177
0.03% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
Jul 09, 2025 Q2 2025 |
11,950
shares
|
$794,316
0.26% of portfolio
|
Q2 2025
Reduced 20.11%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
11,944
shares
|
$793,917
0.01% of portfolio
|
Q2 2023
Added 0.42%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
11,921
shares
|
$792,388
0.07% of portfolio
|
Q4 2022
Added 19.01%
|
|
|
Destiny Capital Corp/Co
Golden, CO |
Aug 06, 2025 Q2 2025 |
11,836
shares
|
$786,738
0.47% of portfolio
|
Q2 2025
Reduced 3.26%
|
|
|
Swmg, LLC
Fort Worth, TX |
Jul 29, 2025 Q2 2025 |
11,713
shares
|
$778,563
0.27% of portfolio
|
Q2 2025
Added 39.81%
|