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 |
|---|---|---|---|---|---|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
7,791
shares
|
$517,867
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
7,781
shares
|
$517,203
0.01% of portfolio
|
Q2 2025
Added 82.1%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Aug 08, 2025 Q2 2025 |
7,596
shares
|
$504,906
0.01% of portfolio
|
Q4 2024
Added 29.82%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
7,549
shares
|
$501,782
0.02% of portfolio
|
Q4 2023
Reduced 10.4%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jul 09, 2025 Q2 2025 |
7,434
shares
|
$494,137
0.04% of portfolio
|
Q2 2025
Added 70.47%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Aug 01, 2025 Q2 2025 |
7,432
shares
|
$494,005
0.09% of portfolio
|
Q2 2025
Added 25.08%
|
|
|
Intrua Financial, LLC
Houston, TX |
Aug 08, 2025 Q2 2025 |
7,277
shares
|
$483,702
0.07% of portfolio
|
Q2 2025
Added 1.04%
|
|
|
Hamilton Capital, LLC
Columbus, OH |
Aug 14, 2025 Q2 2025 |
7,176
shares
|
$476,988
0.03% of portfolio
|
Q2 2025
Reduced 5.96%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
7,174
shares
|
$476,855
0.01% of portfolio
|
Q2 2025
Added 88.59%
|
|
|
Global View Capital Management LLC
Waukesha, WI |
Aug 15, 2025 Q2 2025 |
7,154
shares
|
$475,526
0.15% of portfolio
|
Q2 2025
Reduced 70.14%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
7,101
shares
|
$472,003
0.05% of portfolio
|
Q3 2023
Reduced 0.85%
|
|
|
Alpha Financial Partners, LLC
Lexington, KY |
Jul 25, 2025 Q2 2025 |
7,040
shares
|
$467,948
0.33% of portfolio
|
Q2 2025
New holding
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
7,029
shares
|
$467,217
0.01% of portfolio
|
Q2 2025
Reduced 1.79%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Jul 24, 2025 Q2 2025 |
7,023
shares
|
$466,818
0.17% of portfolio
|
Q2 2025
Reduced 14.5%
|
|
|
Clearview Wealth Advisors LLC
|
Jul 28, 2025 Q2 2025 |
7,019
shares
|
$466,552
0.33% of portfolio
|
Q2 2025
Reduced 26.59%
|
|
|
K2 Financial Inc.
Glendora, CA |
Jul 17, 2025 Q2 2025 |
6,900
shares
|
$458,643
0.4% of portfolio
|
Q2 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
6,864
shares
|
$456,250
0.01% of portfolio
|
Q2 2025
Added 45.92%
|
|
|
Washington Trust CO
|
Aug 08, 2025 Q2 2025 |
6,823
shares
|
$453,524
0.02% of portfolio
|
Q2 2025
Added 22.85%
|
|
|
Fiduciary Trust CO
Boston, MA |
Aug 13, 2025 Q2 2025 |
6,553
shares
|
$435,577
0.01% of portfolio
|
Q2 2025
Reduced 4.53%
|
|
|
Oceanside Advisors LLC
Mount Pleasant, SC |
Jul 17, 2025 Q2 2025 |
6,492
shares
|
$431,523
0.28% of portfolio
|
Q2 2025
Reduced 15.3%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
6,334
shares
|
$421,020
0.04% of portfolio
|
Q2 2025
Added 1090.6%
|
|
|
Firethorn Wealth Partners, LLC
|
Jul 22, 2025 Q2 2025 |
6,312
shares
|
$419,558
0.19% of portfolio
|
Q2 2025
Reduced 19.73%
|
|
|
Hbw Advisory Services LLC
|
Jul 02, 2025 Q2 2025 |
6,272
shares
|
$416,899
0.06% of portfolio
|
Q2 2025
Added 20.04%
|
|
|
Weil Company, Inc.
|
Aug 07, 2025 Q2 2025 |
6,248
shares
|
$415,304
0.13% of portfolio
|
Q2 2025
Reduced 24.37%
|
|
|
Regimen Wealth, LLC
Atlanta, GA |
Aug 06, 2025 Q2 2025 |
6,219
shares
|
$413,376
0.13% of portfolio
|
Q2 2025
Added 44.49%
|