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 |
|---|---|---|---|---|---|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Jul 25, 2025 Q2 2025 |
6,191
shares
|
$411,515
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Lee Financial CO
Dallas, TX |
Jul 24, 2025 Q2 2025 |
6,188
shares
|
$411,316
0.06% of portfolio
|
Q1 2023
New holding
|
|
|
Requisite Capital Management, LLC
|
Jul 18, 2025 Q2 2025 |
6,139
shares
|
$408,059
0.14% of portfolio
|
Q2 2025
Reduced 33.87%
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Jul 15, 2025 Q2 2025 |
6,137
shares
|
$407,926
0.3% of portfolio
|
Q2 2025
Reduced 31.48%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Aug 07, 2025 Q2 2025 |
6,105
shares
|
$405,799
0.03% of portfolio
|
Q1 2024
Reduced 1.44%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
6,042
shares
|
$401,611
0.02% of portfolio
|
Q2 2025
Reduced 14.78%
|
|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
5,967
shares
|
$396,626
0.04% of portfolio
|
Q2 2025
Reduced 26.32%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
5,949
shares
|
$395,430
0.03% of portfolio
|
Q1 2025
Added 8.94%
|
|
|
Beacon Financial Advisory LLC
|
Jul 22, 2025 Q2 2025 |
5,938
shares
|
$394,698
0.11% of portfolio
|
Q2 2025
Added 6.57%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Jul 25, 2025 Q2 2025 |
5,857
shares
|
$389,314
0.03% of portfolio
|
Q2 2025
Reduced 19.77%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jul 10, 2025 Q2 2025 |
5,840
shares
|
$388,184
0.05% of portfolio
|
Q2 2025
Added 26.3%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Aug 07, 2025 Q2 2025 |
5,831
shares
|
$387,586
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Heritage Investors Management Corp
|
Aug 04, 2025 Q2 2025 |
5,760
shares
|
$382,867
0.01% of portfolio
|
Q2 2025
Added 1.32%
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
5,717
shares
|
$380,008
0.19% of portfolio
|
Q2 2025
Reduced 28.07%
|
|
|
Wealth Management Solutions, LLC
|
Oct 25, 2023 Q3 2023 |
5,633
shares
|
$374,425
0.14% of portfolio
|
Q3 2023
Reduced 30.55%
|
|
|
Hobbs Wealth Management, LLC
Zionsville, IN |
Aug 12, 2025 Q2 2025 |
5,594
shares
|
$371,833
0.35% of portfolio
|
Q2 2025
Reduced 19.96%
|
|
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
Jul 24, 2025 Q2 2025 |
5,579
shares
|
$370,836
0.28% of portfolio
|
Q2 2025
Added 30.38%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Jul 22, 2025 Q2 2025 |
5,517
shares
|
$366,714
0.23% of portfolio
|
Q2 2025
Reduced 25.88%
|
|
|
Mc Adam, LLC
|
Jul 15, 2025 Q2 2025 |
5,511
shares
|
$366,316
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Shore Haven Wealth Partners, LLC
|
Jul 29, 2025 Q2 2025 |
5,450
shares
|
$362,261
0.16% of portfolio
|
Q4 2024
Reduced 2.71%
|
|
|
Appleton Partners Inc
|
Jul 22, 2025 Q2 2025 |
5,420
shares
|
$360,267
0.03% of portfolio
|
Q2 2025
Reduced 3.7%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
5,408
shares
|
$359,469
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Bristlecone Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
5,400
shares
|
$358,938
0.03% of portfolio
|
Q2 2025
Added 44.39%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Jul 07, 2025 Q2 2025 |
5,331
shares
|
$354,351
0.17% of portfolio
|
Q2 2025
Added 26.57%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
5,250
shares
|
$348,967
0.01% of portfolio
|
Q1 2025
Reduced 32.42%
|