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 |
|---|---|---|---|---|---|
|
Townsquare Capital LLC
|
Aug 13, 2025 Q2 2025 |
11,566
shares
|
$768,792
0.08% of portfolio
|
Q2 2025
Reduced 97.69%
|
|
|
Cullen/Frost Bankers, Inc.
|
Jul 30, 2025 Q2 2025 |
11,481
shares
|
$763,142
0.01% of portfolio
|
Q2 2025
Added 75.26%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
11,352
shares
|
$754,567
0.02% of portfolio
|
Q2 2025
Reduced 2.72%
|
|
|
Flagship Harbor Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
11,332
shares
|
$753,238
0.04% of portfolio
|
Q2 2025
Reduced 84.08%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
11,240
shares
|
$747,122
0.01% of portfolio
|
Q2 2025
Added 119.19%
|
|
|
Sheets Smith Wealth Management
|
Jul 15, 2025 Q2 2025 |
11,068
shares
|
$735,689
0.09% of portfolio
|
Q2 2025
Added 1.35%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Jul 23, 2025 Q2 2025 |
11,040
shares
|
$733,828
0.21% of portfolio
|
Q2 2025
Added 7.72%
|
|
|
Pitcairn CO
Jenkintown, PA |
Aug 14, 2025 Q2 2025 |
11,036
shares
|
$733,562
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Bank Of Marin
Novato, CA |
Aug 14, 2025 Q2 2025 |
11,024
shares
|
$732,765
0.57% of portfolio
|
Q2 2025
New holding
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
10,933
shares
|
$726,716
0.01% of portfolio
|
Q2 2025
Added 720.8%
|
|
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
Aug 12, 2025 Q2 2025 |
10,900
shares
|
$724,523
0.03% of portfolio
|
Q2 2025
Reduced 10.66%
|
|
|
My Legacy Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
10,883
shares
|
$723,393
0.27% of portfolio
|
Q2 2025
Reduced 21.1%
|
|
|
Sage Mountain Advisors LLC
|
Jul 31, 2025 Q2 2025 |
10,830
shares
|
$719,870
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Flputnam Investment Management CO
Portland, ME |
Aug 12, 2025 Q2 2025 |
10,779
shares
|
$716,480
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
10,750
shares
|
$714,552
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Tempus Wealth Planning, LLC
|
Jul 16, 2025 Q2 2025 |
10,487
shares
|
$697,070
0.19% of portfolio
|
Q2 2025
Added 2.58%
|
|
|
Triumph Capital Management
|
Jul 09, 2025 Q2 2025 |
10,375
shares
|
$689,626
0.23% of portfolio
|
Q2 2025
New holding
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
10,138
shares
|
$673,872
0.49% of portfolio
|
Q2 2025
Added 17.73%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Aug 13, 2025 Q2 2025 |
10,100
shares
|
$671,347
0.1% of portfolio
|
Q2 2025
Reduced 0.98%
|
|
|
De Dora Capital, Inc.
|
Jul 29, 2025 Q2 2025 |
10,054
shares
|
$668,289
0.18% of portfolio
|
Q2 2025
Added 8.83%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
9,723
shares
|
$646,287
0.05% of portfolio
|
Q2 2025
Reduced 8.12%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jul 25, 2025 Q2 2025 |
9,569
shares
|
$636,051
0.13% of portfolio
|
Q2 2025
Reduced 7.87%
|
|
|
Indiana Trust & Investment Management CO
|
Jul 23, 2025 Q2 2025 |
9,500
shares
|
$631,465
0.21% of portfolio
|
Q4 2024
Added 375.0%
|
|
|
Yhb Investment Advisors, Inc.
|
Jul 10, 2025 Q2 2025 |
9,301
shares
|
$618,237
0.05% of portfolio
|
Q2 2025
Added 6.91%
|
|
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
Aug 04, 2025 Q2 2025 |
9,296
shares
|
$617,905
0.62% of portfolio
|
Q2 2025
Reduced 2.23%
|