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 |
|---|---|---|---|---|---|
|
Foronjy Financial LLC
Los Osos, CA |
Oct 22, 2025 Q3 2025 |
14,899
shares
|
$1.18 Million
0.5% of portfolio
|
Q3 2025
New holding
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 21, 2025 Q3 2025 |
14,719
shares
|
$1.17 Million
0.09% of portfolio
|
Q3 2025
Added 4.35%
|
|
|
Capital Management Associates, Inc
Minneapolis, MN |
Oct 22, 2025 Q3 2025 |
14,655
shares
|
$1.16 Million
0.3% of portfolio
|
Q3 2025
Reduced 1.8%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
14,616
shares
|
$1.16 Million
0.19% of portfolio
|
Q3 2025
Added 69.89%
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
14,463
shares
|
$1.15 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.94%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2025 Q3 2025 |
14,301
shares
|
$1.13 Million
0.04% of portfolio
|
Q3 2025
Added 68.35%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
14,221
shares
|
$1.13 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Headlands Technologies LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
14,175
shares
|
$1.12 Million
0.12% of portfolio
|
Q2 2025
Added 667.46%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
14,035
shares
|
$1.11 Million
0.03% of portfolio
|
Q3 2025
Added 9.33%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Aug 12, 2025 Q2 2025 |
13,956
shares
|
$1.11 Million
0.62% of portfolio
|
Q2 2025
Added 23.52%
|
|
|
Cullen/Frost Bankers, Inc.
|
Oct 31, 2025 Q3 2025 |
13,940
shares
|
$1.1 Million
0.01% of portfolio
|
Q3 2025
Added 21.42%
|
|
|
M1 Capital Management LLC
Bloomfield Hills, MI |
Jul 24, 2025 Q2 2025 |
13,901
shares
|
$1.1 Million
0.46% of portfolio
|
Q2 2025
Reduced 24.73%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 05, 2025 Q3 2025 |
13,882
shares
|
$1.1 Million
0.08% of portfolio
|
Q3 2025
Added 2.85%
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2025 Q3 2025 |
13,856
shares
|
$1.1 Million
0.06% of portfolio
|
Q3 2025
Added 27.94%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Oct 20, 2025 Q3 2025 |
13,827
shares
|
$1.1 Million
0.12% of portfolio
|
Q3 2025
Reduced 5.6%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
13,764
shares
|
$1.09 Million
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Valtinson Bruner Financial Planning LLC
|
Nov 04, 2025 Q3 2025 |
13,687
shares
|
$1.08 Million
0.38% of portfolio
|
Q3 2025
Reduced 38.58%
|
|
|
Breed'S Hill Capital LLC
Charlestown, MA |
Aug 08, 2025 Q2 2025 |
13,617
shares
|
$1.08 Million
0.43% of portfolio
|
Q3 2024
New holding
|
|
|
Yhb Investment Advisors, Inc.
|
Oct 08, 2025 Q3 2025 |
13,585
shares
|
$1.08 Million
0.08% of portfolio
|
Q3 2025
Added 46.06%
|
|
|
Hbw Advisory Services LLC
|
Oct 16, 2025 Q3 2025 |
13,077
shares
|
$1.04 Million
0.13% of portfolio
|
Q3 2025
Added 108.5%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Oct 17, 2025 Q3 2025 |
12,818
shares
|
$1.02 Million
0.19% of portfolio
|
Q3 2025
Added 33.95%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Oct 30, 2025 Q3 2025 |
12,777
shares
|
$1.01 Million
0.16% of portfolio
|
Q3 2025
Reduced 10.82%
|
|
|
Excalibur Management Corp
|
Aug 06, 2025 Q2 2025 |
12,724
shares
|
$1.01 Million
0.32% of portfolio
|
Q2 2025
New holding
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 08, 2025 Q3 2025 |
12,713
shares
|
$1.01 Million
0.14% of portfolio
|
Q3 2025
Added 48.93%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Aug 13, 2025 Q2 2025 |
12,674
shares
|
$1 Million
0.04% of portfolio
|
Q4 2024
Reduced 1.22%
|