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 |
|---|---|---|---|---|---|
|
Fiduciary Trust CO
Boston, MA |
Aug 13, 2025 Q2 2025 |
6,553
shares
|
$519,390
0.01% of portfolio
|
Q2 2025
Reduced 4.53%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
6,510
shares
|
$515,982
0.05% of portfolio
|
Q3 2025
Added 58.32%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Oct 24, 2025 Q3 2025 |
6,491
shares
|
$514,476
0.3% of portfolio
|
Q3 2025
Added 33.42%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Oct 20, 2025 Q3 2025 |
6,408
shares
|
$507,898
0.27% of portfolio
|
Q2 2025
Added 26.57%
|
|
|
Oceanside Advisors LLC
Mount Pleasant, SC |
Nov 07, 2025 Q3 2025 |
6,388
shares
|
$506,312
0.31% of portfolio
|
Q3 2025
Reduced 1.6%
|
|
|
Weil Company, Inc.
|
Nov 06, 2025 Q3 2025 |
6,248
shares
|
$495,216
0.14% of portfolio
|
Q2 2025
Reduced 24.37%
|
|
|
Regimen Wealth, LLC
Atlanta, GA |
Aug 06, 2025 Q2 2025 |
6,219
shares
|
$492,917
0.13% of portfolio
|
Q2 2025
Added 44.49%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Oct 31, 2025 Q3 2025 |
6,178
shares
|
$489,668
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
Oct 22, 2025 Q3 2025 |
6,145
shares
|
$487,052
0.41% of portfolio
|
Q3 2025
Added 67.44%
|
|
|
Requisite Capital Management, LLC
|
Jul 18, 2025 Q2 2025 |
6,139
shares
|
$486,577
0.14% of portfolio
|
Q2 2025
Reduced 33.87%
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Jul 15, 2025 Q2 2025 |
6,137
shares
|
$486,418
0.3% of portfolio
|
Q2 2025
Reduced 31.48%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Oct 22, 2025 Q3 2025 |
6,135
shares
|
$486,260
0.08% of portfolio
|
Q3 2025
Reduced 0.9%
|
|
|
Fort Washington Investment Advisors Inc
|
Oct 17, 2025 Q3 2025 |
6,120
shares
|
$485,071
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Nov 05, 2025 Q3 2025 |
6,115
shares
|
$484,674
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Sound View Wealth Advisors Group, LLC
|
Aug 07, 2025 Q2 2025 |
6,105
shares
|
$483,882
0.03% of portfolio
|
Q1 2024
Reduced 1.44%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Oct 23, 2025 Q3 2025 |
5,978
shares
|
$473,816
0.15% of portfolio
|
Q3 2025
Reduced 14.88%
|
|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
5,967
shares
|
$472,944
0.04% of portfolio
|
Q2 2025
Reduced 26.32%
|
|
|
Roman Butler Fullerton & CO
|
Nov 05, 2025 Q3 2025 |
5,955
shares
|
$471,993
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Aug 19, 2025 Q2 2025 |
5,949
shares
|
$471,517
0.03% of portfolio
|
Q1 2025
Added 8.94%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
5,910
shares
|
$468,426
0.06% of portfolio
|
Q3 2025
Added 1.2%
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Nov 03, 2025 Q3 2025 |
5,895
shares
|
$467,237
0.15% of portfolio
|
Q3 2025
Added 48.68%
|
|
|
Fiscal Wisdom Wealth Management, LLC
Canton, CT |
Nov 07, 2025 Q3 2025 |
5,839
shares
|
$462,799
0.45% of portfolio
|
Q3 2025
New holding
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Aug 07, 2025 Q2 2025 |
5,831
shares
|
$462,165
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Heritage Investors Management Corp
|
Nov 04, 2025 Q3 2025 |
5,760
shares
|
$456,537
0.01% of portfolio
|
Q2 2025
Added 1.32%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
5,737
shares
|
$454,714
0.01% of portfolio
|
Q3 2025
Reduced 26.27%
|