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 |
|---|---|---|---|---|---|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
4,683
shares
|
$311,279
0.01% of portfolio
|
Q2 2025
Reduced 5.37%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Jul 09, 2025 Q2 2025 |
4,650
shares
|
$309,085
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Aug 05, 2025 Q2 2025 |
4,625
shares
|
$307,423
0.13% of portfolio
|
Q2 2025
Reduced 24.39%
|
|
|
Bka Wealth Consulting, Inc.
|
Jul 15, 2025 Q2 2025 |
4,623
shares
|
$307,290
0.3% of portfolio
|
Q2 2025
Added 8.9%
|
|
|
Access Investment Management LLC
Atlanta, GA |
Aug 05, 2025 Q2 2025 |
4,600
shares
|
$305,762
0.09% of portfolio
|
Q2 2025
Reduced 23.59%
|
|
|
Al Ti Global, Inc.
New York, NY |
Jul 30, 2025 Q2 2025 |
4,518
shares
|
$300,311
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
First National Trust CO
|
Aug 01, 2025 Q2 2025 |
4,490
shares
|
$298,450
0.01% of portfolio
|
Q2 2025
Added 4.98%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Aug 14, 2025 Q2 2025 |
4,455
shares
|
$296,123
0.11% of portfolio
|
Q2 2025
Reduced 23.98%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
4,455
shares
|
$296,123
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
4,442
shares
|
$295,259
0.01% of portfolio
|
Q2 2025
Added 31.77%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
May 13, 2025 Q1 2025 |
4,434
shares
|
$294,727
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Regions Financial Corp
|
Jul 29, 2025 Q2 2025 |
4,386
shares
|
$291,537
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Aug 11, 2025 Q2 2025 |
4,351
shares
|
$289,210
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
4,294
shares
|
$285,422
0.23% of portfolio
|
Q1 2025
Added 88.91%
|
|
|
Thoroughbred Financial Services, LLC
|
Aug 08, 2025 Q2 2025 |
4,286
shares
|
$284,890
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
4,245
shares
|
$282,165
0.0% of portfolio
|
Q2 2025
Reduced 26.38%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Jul 21, 2025 Q2 2025 |
4,214
shares
|
$280,104
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jul 17, 2025 Q2 2025 |
4,204
shares
|
$279,439
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Aug 06, 2025 Q2 2025 |
4,146
shares
|
$275,584
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
4,112
shares
|
$273,324
0.03% of portfolio
|
Q2 2025
Added 3.92%
|
|
|
Noesis Capital Mangement Corp
|
Aug 04, 2025 Q2 2025 |
4,044
shares
|
$268,804
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Valeo Financial Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
4,034
shares
|
$268,139
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Vontobel Holding Ltd.
|
Jul 23, 2025 Q2 2025 |
4,000
shares
|
$265,880
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Community Bank, N.A.
|
Jul 25, 2025 Q2 2025 |
3,991
shares
|
$265,281
0.04% of portfolio
|
Q2 2025
Reduced 5.76%
|
|
|
Entruity Wealth, LLC
Bakersfield, CA |
Aug 12, 2025 Q2 2025 |
3,987
shares
|
$265,015
0.22% of portfolio
|
Q1 2025
Reduced 17.45%
|