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 668 institutions that hold shares in the stock, with a total of 142 Million shares, which have been reported (via 13F filing form) to have a value of $9.63 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Community Bank, N.A.
|
Apr 21, 2025 Q1 2025 |
4,235
shares
|
$287,725
0.04% of portfolio
|
Q1 2025
Reduced 3.24%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Jul 21, 2025 Q2 2025 |
4,214
shares
|
$286,299
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jul 17, 2025 Q2 2025 |
4,204
shares
|
$285,619
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
May 01, 2025 Q1 2025 |
4,091
shares
|
$277,942
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Noesis Capital Mangement Corp
|
May 06, 2025 Q1 2025 |
4,044
shares
|
$274,749
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Valeo Financial Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
4,034
shares
|
$274,069
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Vontobel Holding Ltd.
|
Jul 23, 2025 Q2 2025 |
4,000
shares
|
$271,760
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Entruity Wealth, LLC
Bakersfield, CA |
May 08, 2025 Q1 2025 |
3,987
shares
|
$270,876
0.23% of portfolio
|
Q1 2025
Reduced 17.45%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
May 15, 2025 Q1 2025 |
3,987
shares
|
$270,876
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
3,985
shares
|
$270,740
0.05% of portfolio
|
Q3 2023
Added 407.64%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
3,957
shares
|
$268,838
0.03% of portfolio
|
Q1 2025
Added 1.1%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
3,938
shares
|
$267,547
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
May 07, 2025 Q1 2025 |
3,900
shares
|
$264,966
0.13% of portfolio
|
Q1 2025
Added 387.5%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
3,873
shares
|
$263,131
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 30, 2025 Q1 2025 |
3,804
shares
|
$258,443
0.01% of portfolio
|
Q4 2024
Added 3.84%
|
|
|
Bristlecone Advisors, LLC
|
May 12, 2025 Q1 2025 |
3,740
shares
|
$254,095
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Paragon Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
3,738
shares
|
$253,959
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Jul 22, 2025 Q2 2025 |
3,734
shares
|
$253,687
0.02% of portfolio
|
Q2 2025
Added 1.0%
|
|
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
Jul 15, 2025 Q2 2025 |
3,670
shares
|
$249,339
0.23% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
May 14, 2025 Q1 2025 |
3,665
shares
|
$249,000
0.02% of portfolio
|
Q1 2025
Reduced 24.21%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
May 02, 2025 Q1 2025 |
3,630
shares
|
$246,622
0.22% of portfolio
|
Q1 2025
New holding
|
|
|
Barnett & Company, Inc.
|
May 12, 2025 Q1 2025 |
3,571
shares
|
$242,613
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
May 05, 2025 Q1 2025 |
3,514
shares
|
$238,741
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Jul 11, 2025 Q2 2025 |
3,498
shares
|
$237,654
0.2% of portfolio
|
Q2 2025
Reduced 35.72%
|
|
|
Tranquility Partners, LLC
|
Apr 24, 2025 Q1 2025 |
3,383
shares
|
$229,841
0.08% of portfolio
|
Q1 2025
New holding
|