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 |
|---|---|---|---|---|---|
|
Wealth Management Solutions, LLC
|
Oct 25, 2023 Q3 2023 |
5,633
shares
|
$446,471
0.14% of portfolio
|
Q3 2023
Reduced 30.55%
|
|
|
Mc Adam, LLC
|
Oct 29, 2025 Q3 2025 |
5,584
shares
|
$442,587
0.02% of portfolio
|
Q3 2025
Added 1.32%
|
|
|
Shore Haven Wealth Partners, LLC
|
Oct 23, 2025 Q3 2025 |
5,450
shares
|
$431,967
0.18% of portfolio
|
Q4 2024
Reduced 2.71%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
5,372
shares
|
$425,784
0.02% of portfolio
|
Q3 2025
Added 14.71%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 17, 2025 Q3 2025 |
5,250
shares
|
$416,115
0.01% of portfolio
|
Q1 2025
Reduced 32.42%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Aug 13, 2025 Q2 2025 |
5,187
shares
|
$411,121
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Centaurus Financial, Inc.
|
Aug 29, 2025 Q2 2025 |
5,185
shares
|
$410,963
0.02% of portfolio
|
Q2 2025
Added 6.08%
|
|
|
Selective Wealth Management, Inc.
|
Oct 10, 2025 Q3 2025 |
5,111
shares
|
$405,097
0.13% of portfolio
|
Q2 2025
Added 13.96%
|
|
|
Lex Aurum Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
5,101
shares
|
$404,305
0.06% of portfolio
|
Q3 2025
Added 2.1%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
5,049
shares
|
$400,183
0.01% of portfolio
|
Q3 2025
Added 1.24%
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
Aug 08, 2025 Q2 2025 |
4,992
shares
|
$395,665
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Jul 16, 2025 Q2 2025 |
4,990
shares
|
$395,507
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Lee Financial CO
Dallas, TX |
Nov 04, 2025 Q3 2025 |
4,988
shares
|
$395,348
0.05% of portfolio
|
Q3 2025
Reduced 19.39%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Oct 23, 2025 Q3 2025 |
4,942
shares
|
$391,702
0.1% of portfolio
|
Q2 2025
Reduced 24.11%
|
|
|
Kaizen Financial Strategies
|
Aug 08, 2025 Q2 2025 |
4,928
shares
|
$390,593
0.18% of portfolio
|
Q2 2025
Reduced 2.86%
|
|
|
Bka Wealth Consulting, Inc.
|
Oct 21, 2025 Q3 2025 |
4,901
shares
|
$388,453
0.35% of portfolio
|
Q3 2025
Added 6.01%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
4,875
shares
|
$386,392
0.0% of portfolio
|
Q3 2022
Reduced 9.3%
|
|
|
Absolute Capital Management, LLC
|
Nov 03, 2025 Q3 2025 |
4,844
shares
|
$383,935
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 06, 2025 Q3 2025 |
4,826
shares
|
$382,508
0.02% of portfolio
|
Q3 2025
Added 53.11%
|
|
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
Aug 07, 2025 Q2 2025 |
4,824
shares
|
$382,350
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
First Heartland Consultants, Inc.
|
Aug 15, 2025 Q2 2025 |
4,821
shares
|
$382,112
0.03% of portfolio
|
Q2 2025
Added 6.35%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 14, 2025 Q2 2025 |
4,730
shares
|
$374,899
0.02% of portfolio
|
Q2 2025
Added 6.7%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Oct 30, 2025 Q3 2025 |
4,721
shares
|
$374,186
0.05% of portfolio
|
Q3 2025
Reduced 2.92%
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
4,713
shares
|
$373,552
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Oct 07, 2025 Q3 2025 |
4,713
shares
|
$373,552
0.08% of portfolio
|
Q3 2025
Added 1.35%
|