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 |
|---|---|---|---|---|---|
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
Oct 21, 2025 Q3 2025 |
12,647
shares
|
$1 Million
0.29% of portfolio
|
Q3 2025
Added 5.83%
|
|
|
Alpha Star Capital Management, LLC
|
Aug 04, 2025 Q2 2025 |
12,605
shares
|
$999,072
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
12,552
shares
|
$994,871
0.06% of portfolio
|
Q3 2025
Added 98.17%
|
|
|
Frederick Financial Consultants, LLC
Frederick, MD |
Aug 04, 2025 Q2 2025 |
12,315
shares
|
$976,086
0.5% of portfolio
|
Q2 2025
Added 43.98%
|
|
|
Destiny Capital Securities Corporation
Golden, CO |
Nov 13, 2023 Q3 2023 |
12,310
shares
|
$975,690
0.37% of portfolio
|
Q3 2023
New holding
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
12,269
shares
|
$972,440
0.43% of portfolio
|
Q3 2025
Added 114.61%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
12,262
shares
|
$971,886
0.23% of portfolio
|
Q3 2024
Added 11.3%
|
|
|
Destiny Capital Corp/Co
Golden, CO |
Oct 31, 2025 Q3 2025 |
12,255
shares
|
$971,331
0.51% of portfolio
|
Q3 2025
Added 3.54%
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
12,249
shares
|
$970,855
0.04% of portfolio
|
Q3 2025
Added 102.73%
|
|
|
Bank Of Marin
Novato, CA |
Nov 04, 2025 Q3 2025 |
12,080
shares
|
$957,460
0.68% of portfolio
|
Q3 2025
Added 9.58%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Nov 06, 2025 Q3 2025 |
12,037
shares
|
$954,052
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
12,000
shares
|
$951,120
0.05% of portfolio
|
Q1 2022
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
11,978
shares
|
$949,376
0.03% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
11,944
shares
|
$946,681
0.01% of portfolio
|
Q2 2023
Added 0.42%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
11,921
shares
|
$944,858
0.07% of portfolio
|
Q4 2022
Added 19.01%
|
|
|
K2 Financial Inc.
Glendora, CA |
Oct 16, 2025 Q3 2025 |
11,829
shares
|
$937,566
0.73% of portfolio
|
Q3 2025
Added 71.43%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Nov 06, 2025 Q3 2025 |
11,711
shares
|
$928,213
0.24% of portfolio
|
Q3 2025
Added 6.08%
|
|
|
Gibbs Wealth Management
Alpharetta, GA |
Oct 30, 2025 Q3 2025 |
11,670
shares
|
$924,964
0.2% of portfolio
|
Q1 2025
Reduced 3.55%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Nov 06, 2025 Q3 2025 |
11,659
shares
|
$924,092
0.11% of portfolio
|
Q3 2025
Reduced 55.54%
|
|
|
De Dora Capital, Inc.
|
Oct 29, 2025 Q3 2025 |
11,635
shares
|
$922,190
0.22% of portfolio
|
Q3 2025
Added 15.73%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
11,352
shares
|
$899,759
0.02% of portfolio
|
Q2 2025
Reduced 2.72%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
11,240
shares
|
$890,882
0.01% of portfolio
|
Q2 2025
Added 119.19%
|
|
|
Sheets Smith Wealth Management
|
Oct 16, 2025 Q3 2025 |
11,158
shares
|
$884,383
0.1% of portfolio
|
Q3 2025
Added 0.81%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Oct 31, 2025 Q3 2025 |
11,135
shares
|
$882,560
0.29% of portfolio
|
Q3 2025
Reduced 16.4%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Oct 09, 2025 Q3 2025 |
11,042
shares
|
$875,188
0.08% of portfolio
|
Q3 2025
Added 48.53%
|