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 |
|---|---|---|---|---|---|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Aug 14, 2025 Q2 2025 |
9,219
shares
|
$612,786
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
9,189
shares
|
$610,792
0.01% of portfolio
|
Q2 2025
Reduced 18.71%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
9,182
shares
|
$610,327
0.01% of portfolio
|
Q2 2025
Reduced 22.64%
|
|
|
Middleton & CO Inc
|
Aug 06, 2025 Q2 2025 |
9,151
shares
|
$608,266
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Willis Johnson & Associates, Inc.
|
Aug 13, 2025 Q2 2025 |
9,071
shares
|
$602,949
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Gibbs Wealth Management
Alpharetta, GA |
Aug 13, 2025 Q2 2025 |
8,945
shares
|
$594,574
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Horan Securities, Inc.
|
Aug 06, 2025 Q2 2025 |
8,720
shares
|
$579,618
0.2% of portfolio
|
Q2 2025
Added 16.05%
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
8,652
shares
|
$575,098
0.19% of portfolio
|
Q4 2023
Reduced 0.4%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
8,643
shares
|
$574,500
0.01% of portfolio
|
Q2 2025
Added 11.59%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Jul 28, 2025 Q2 2025 |
8,603
shares
|
$571,841
0.1% of portfolio
|
Q2 2025
Reduced 30.48%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jul 21, 2025 Q2 2025 |
8,536
shares
|
$567,387
0.07% of portfolio
|
Q2 2025
Reduced 20.27%
|
|
|
Smith Anglin Financial, LLC
|
Jul 17, 2025 Q2 2025 |
8,514
shares
|
$565,925
0.08% of portfolio
|
Q2 2025
Reduced 3.93%
|
|
|
Avidian Wealth Solutions, LLC
|
Jul 30, 2025 Q2 2025 |
8,495
shares
|
$564,662
0.02% of portfolio
|
Q2 2025
Reduced 24.06%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
8,470
shares
|
$563,000
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
8,301
shares
|
$551,767
0.02% of portfolio
|
Q2 2025
Added 60.16%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jul 21, 2025 Q2 2025 |
8,275
shares
|
$550,039
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
8,266
shares
|
$549,441
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
8,219
shares
|
$546,316
0.01% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jul 15, 2025 Q2 2025 |
8,175
shares
|
$543,392
0.07% of portfolio
|
Q2 2025
Added 3.42%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jul 29, 2025 Q2 2025 |
8,162
shares
|
$542,528
0.03% of portfolio
|
Q2 2025
Reduced 32.67%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Aug 14, 2025 Q2 2025 |
8,032
shares
|
$533,887
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 30, 2025 Q2 2025 |
8,004
shares
|
$532,025
0.03% of portfolio
|
Q2 2025
Reduced 22.24%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
7,885
shares
|
$524,115
0.03% of portfolio
|
Q2 2025
Added 18.25%
|
|
|
Mbe Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
7,872
shares
|
$523,251
0.25% of portfolio
|
Q2 2025
New holding
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Aug 13, 2025 Q2 2025 |
7,793
shares
|
$518,000
0.23% of portfolio
|
Q2 2024
Added 18.71%
|