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 |
|---|---|---|---|---|---|
|
Motiv8 Investments LLC
Port St. Lucie, FL |
Oct 23, 2025 Q3 2025 |
7,592
shares
|
$601,741
0.31% of portfolio
|
Q3 2025
Reduced 86.06%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Oct 14, 2025 Q3 2025 |
7,574
shares
|
$600,315
0.16% of portfolio
|
Q3 2025
Added 0.61%
|
|
|
Csenge Advisory Group
|
Oct 28, 2025 Q3 2025 |
7,565
shares
|
$599,601
0.03% of portfolio
|
Q3 2025
Added 46.75%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
7,549
shares
|
$598,333
0.02% of portfolio
|
Q4 2023
Reduced 10.4%
|
|
|
Clearview Wealth Advisors LLC
|
Oct 24, 2025 Q3 2025 |
7,542
shares
|
$597,778
0.38% of portfolio
|
Q3 2025
Added 7.45%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Oct 27, 2025 Q3 2025 |
7,500
shares
|
$594,450
0.34% of portfolio
|
Q3 2025
Added 35.94%
|
|
|
Hobbs Wealth Management, LLC
Zionsville, IN |
Nov 05, 2025 Q3 2025 |
7,458
shares
|
$591,121
0.48% of portfolio
|
Q3 2025
Added 33.32%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Oct 17, 2025 Q3 2025 |
7,304
shares
|
$578,915
0.21% of portfolio
|
Q3 2025
Added 52.74%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 07, 2025 Q3 2025 |
7,282
shares
|
$577,171
0.01% of portfolio
|
Q3 2025
Reduced 4.13%
|
|
|
Intrua Financial, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
7,281
shares
|
$577,092
0.07% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Oct 10, 2025 Q3 2025 |
7,278
shares
|
$576,854
0.01% of portfolio
|
Q3 2025
Reduced 32.48%
|
|
|
Appleton Partners Inc
|
Nov 05, 2025 Q3 2025 |
7,199
shares
|
$570,592
0.04% of portfolio
|
Q3 2025
Added 32.82%
|
|
|
Hamilton Capital, LLC
Columbus, OH |
Aug 14, 2025 Q2 2025 |
7,176
shares
|
$568,769
0.03% of portfolio
|
Q2 2025
Reduced 5.96%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
7,174
shares
|
$568,611
0.01% of portfolio
|
Q2 2025
Added 88.59%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
7,101
shares
|
$562,825
0.05% of portfolio
|
Q3 2023
Reduced 0.85%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
7,029
shares
|
$557,118
0.01% of portfolio
|
Q2 2025
Reduced 1.79%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Nov 05, 2025 Q3 2025 |
7,002
shares
|
$554,978
0.21% of portfolio
|
Q3 2025
Added 51.39%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
6,934
shares
|
$549,588
0.0% of portfolio
|
Q3 2025
Added 47.19%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
6,864
shares
|
$544,040
0.01% of portfolio
|
Q2 2025
Added 45.92%
|
|
|
Global View Capital Management LLC
Waukesha, WI |
Oct 29, 2025 Q3 2025 |
6,840
shares
|
$542,138
0.11% of portfolio
|
Q3 2025
Reduced 4.39%
|
|
|
Washington Trust CO
|
Aug 08, 2025 Q2 2025 |
6,823
shares
|
$540,790
0.02% of portfolio
|
Q2 2025
Added 22.85%
|
|
|
Mbe Wealth Management, LLC
|
Oct 27, 2025 Q3 2025 |
6,770
shares
|
$536,590
0.24% of portfolio
|
Q3 2025
Reduced 14.0%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
6,661
shares
|
$527,950
0.01% of portfolio
|
Q3 2025
Added 23.17%
|
|
|
Rmr Wealth Builders
|
Nov 05, 2025 Q3 2025 |
6,616
shares
|
$524,384
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
Nov 06, 2025 Q3 2025 |
6,613
shares
|
$524,146
0.16% of portfolio
|
Q3 2025
Added 3.34%
|