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 784 institutions that hold shares in the stock, with a total of 156 Million shares, which have been reported (via 13F filing form) to have a value of $12.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
10,933
shares
|
$862,285
0.01% of portfolio
|
Q2 2025
Added 720.8%
|
|
|
My Legacy Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
10,883
shares
|
$858,342
0.27% of portfolio
|
Q2 2025
Reduced 21.1%
|
|
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
Oct 27, 2025 Q3 2025 |
10,800
shares
|
$851,796
0.03% of portfolio
|
Q3 2025
Reduced 0.92%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
10,750
shares
|
$847,852
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Meridian Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
10,728
shares
|
$846,117
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Tempus Wealth Planning, LLC
|
Nov 05, 2025 Q3 2025 |
10,521
shares
|
$829,791
0.21% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Total Investment Management Inc
Scottsdale, AZ |
Aug 29, 2025 Q2 2025 |
10,447
shares
|
$823,954
0.13% of portfolio
|
Q2 2025
Reduced 22.44%
|
|
|
Triumph Capital Management
|
Jul 09, 2025 Q2 2025 |
10,375
shares
|
$818,276
0.23% of portfolio
|
Q2 2025
New holding
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Oct 06, 2025 Q3 2025 |
10,130
shares
|
$798,953
0.55% of portfolio
|
Q3 2025
Reduced 0.08%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Aug 13, 2025 Q2 2025 |
10,100
shares
|
$796,587
0.1% of portfolio
|
Q2 2025
Reduced 0.98%
|
|
|
Wedmont Private Capital
|
Oct 08, 2025 Q3 2025 |
9,915
shares
|
$781,996
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
9,723
shares
|
$766,853
0.05% of portfolio
|
Q2 2025
Reduced 8.12%
|
|
|
Indiana Trust & Investment Management CO
|
Oct 17, 2025 Q3 2025 |
9,500
shares
|
$749,265
0.22% of portfolio
|
Q4 2024
Added 375.0%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 21, 2025 Q3 2025 |
9,463
shares
|
$746,346
0.04% of portfolio
|
Q2 2025
Added 981.77%
|
|
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
Oct 28, 2025 Q3 2025 |
9,288
shares
|
$732,544
0.63% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Aug 14, 2025 Q2 2025 |
9,219
shares
|
$727,102
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
9,189
shares
|
$724,736
0.01% of portfolio
|
Q2 2025
Reduced 18.71%
|
|
|
Middleton & CO Inc
|
Oct 29, 2025 Q3 2025 |
9,151
shares
|
$721,739
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
8,971
shares
|
$707,542
0.02% of portfolio
|
Q3 2025
Added 101.96%
|
|
|
Horan Wealth, LLC
Cincinnati, OH |
Nov 05, 2025 Q3 2025 |
8,772
shares
|
$691,847
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Horan Securities, Inc.
|
Aug 06, 2025 Q2 2025 |
8,720
shares
|
$687,746
0.2% of portfolio
|
Q2 2025
Added 16.05%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
8,719
shares
|
$687,667
0.01% of portfolio
|
Q3 2025
Added 0.88%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Nov 06, 2025 Q3 2025 |
8,711
shares
|
$687,036
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Alpha Financial Partners, LLC
Lexington, KY |
Nov 07, 2025 Q3 2025 |
8,695
shares
|
$685,774
0.43% of portfolio
|
Q3 2025
Added 23.51%
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
8,652
shares
|
$682,383
0.19% of portfolio
|
Q4 2023
Reduced 0.4%
|