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 |
|---|---|---|---|---|---|
|
Signet Financial Management, LLC
Parsippany, NJ |
Nov 07, 2025 Q3 2025 |
8,652
shares
|
$685,757
0.08% of portfolio
|
Q3 2025
Added 5.83%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
8,589
shares
|
$680,764
0.03% of portfolio
|
Q3 2025
Added 7.31%
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
8,529
shares
|
$676,008
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Firethorn Wealth Partners, LLC
|
Oct 08, 2025 Q3 2025 |
8,515
shares
|
$674,898
0.28% of portfolio
|
Q3 2025
Added 34.9%
|
|
|
Smith Anglin Financial, LLC
|
Jul 17, 2025 Q2 2025 |
8,514
shares
|
$674,819
0.08% of portfolio
|
Q2 2025
Reduced 3.93%
|
|
|
Beacon Financial Advisory LLC
|
Oct 29, 2025 Q3 2025 |
8,478
shares
|
$671,966
0.17% of portfolio
|
Q3 2025
Added 42.78%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Oct 28, 2025 Q3 2025 |
8,470
shares
|
$671,332
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
8,348
shares
|
$661,662
0.02% of portfolio
|
Q3 2025
Added 87.38%
|
|
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
Nov 03, 2025 Q3 2025 |
8,299
shares
|
$657,778
0.52% of portfolio
|
Q3 2025
New holding
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Oct 22, 2025 Q3 2025 |
8,275
shares
|
$655,876
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
8,266
shares
|
$655,163
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
8,219
shares
|
$651,437
0.01% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Nov 06, 2025 Q3 2025 |
8,162
shares
|
$646,920
0.03% of portfolio
|
Q2 2025
Reduced 32.67%
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Nov 07, 2025 Q3 2025 |
8,104
shares
|
$642,323
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Willis Johnson & Associates, Inc.
|
Nov 06, 2025 Q3 2025 |
8,091
shares
|
$641,292
0.04% of portfolio
|
Q3 2025
Reduced 10.8%
|
|
|
Tableaux LLC
Stockbridge, MA |
Nov 10, 2025 Q3 2025 |
8,060
shares
|
$638,835
0.25% of portfolio
|
Q3 2025
New holding
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Aug 14, 2025 Q2 2025 |
8,032
shares
|
$636,616
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Nov 04, 2025 Q3 2025 |
7,940
shares
|
$629,324
0.27% of portfolio
|
Q3 2025
Added 253.36%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
7,899
shares
|
$626,074
0.02% of portfolio
|
Q3 2025
Reduced 4.84%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
7,885
shares
|
$624,965
0.03% of portfolio
|
Q2 2025
Added 18.25%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
7,868
shares
|
$623,617
0.01% of portfolio
|
Q3 2025
Reduced 14.31%
|
|
|
Peak Retirement Planning, Inc.
Columbus, OH |
Nov 04, 2025 Q3 2025 |
7,852
shares
|
$622,349
0.17% of portfolio
|
Q3 2025
Added 87.67%
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Aug 13, 2025 Q2 2025 |
7,793
shares
|
$617,673
0.23% of portfolio
|
Q2 2024
Added 18.71%
|
|
|
Modera Wealth Management, LLC
|
Oct 31, 2025 Q3 2025 |
7,791
shares
|
$617,514
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Balance Wealth, LLC
Delaware, OH |
Oct 20, 2025 Q3 2025 |
7,765
shares
|
$615,453
0.15% of portfolio
|
Q3 2025
New holding
|