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 |
---|---|---|---|---|---|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
3,985
shares
|
$264,882
0.05% of portfolio
|
Q3 2023
Added 407.64%
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Aug 12, 2025 Q2 2025 |
3,965
shares
|
$263,553
0.1% of portfolio
|
Q2 2025
Added 20.85%
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
Jul 31, 2025 Q2 2025 |
3,900
shares
|
$259,233
0.12% of portfolio
|
Q1 2025
Added 387.5%
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
3,845
shares
|
$255,577
0.02% of portfolio
|
Q2 2025
New holding
|
|
Scott Marsh Financial, LLC
Millcreek, UT |
Aug 14, 2025 Q2 2025 |
3,841
shares
|
$255,311
0.09% of portfolio
|
Q2 2025
New holding
|
|
Wealthfront Advisers LLC
|
Jul 31, 2025 Q2 2025 |
3,837
shares
|
$255,045
0.0% of portfolio
|
Q2 2025
New holding
|
|
Paragon Advisors, LLC
|
Jul 30, 2025 Q2 2025 |
3,738
shares
|
$248,464
0.07% of portfolio
|
Q1 2025
New holding
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Jul 22, 2025 Q2 2025 |
3,734
shares
|
$248,198
0.02% of portfolio
|
Q2 2025
Added 1.0%
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
3,685
shares
|
$244,941
0.0% of portfolio
|
Q2 2025
Reduced 67.28%
|
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
Jul 15, 2025 Q2 2025 |
3,670
shares
|
$243,944
0.23% of portfolio
|
Q2 2025
Added 0.3%
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
3,613
shares
|
$240,156
0.0% of portfolio
|
Q2 2025
New holding
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Aug 13, 2025 Q2 2025 |
3,599
shares
|
$239,225
0.0% of portfolio
|
Q2 2025
New holding
|
|
Barnett & Company, Inc.
|
Aug 14, 2025 Q2 2025 |
3,560
shares
|
$236,633
0.2% of portfolio
|
Q2 2025
Reduced 0.31%
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Jul 11, 2025 Q2 2025 |
3,498
shares
|
$232,512
0.2% of portfolio
|
Q2 2025
Reduced 35.72%
|
|
National Bank Of Canada
|
Aug 13, 2025 Q2 2025 |
3,435
shares
|
$228,324
0.0% of portfolio
|
Q2 2025
Reduced 96.36%
|
|
Cmc Financial Group
Atlanta, GA |
Aug 13, 2025 Q2 2025 |
3,427
shares
|
$227,792
0.8% of portfolio
|
Q2 2025
New holding
|
|
Tranquility Partners, LLC
|
Jul 25, 2025 Q2 2025 |
3,383
shares
|
$224,868
0.08% of portfolio
|
Q1 2025
New holding
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
Aug 14, 2025 Q2 2025 |
3,373
shares
|
$224,203
0.05% of portfolio
|
Q1 2025
New holding
|
|
Novem Group
Rochester, NY |
Jul 16, 2025 Q2 2025 |
3,366
shares
|
$223,738
0.03% of portfolio
|
Q2 2025
New holding
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Aug 15, 2025 Q2 2025 |
3,353
shares
|
$222,873
0.06% of portfolio
|
Q2 2025
Reduced 22.24%
|
|
Fulton Breakefield Broenniman LLC
|
Jul 23, 2025 Q2 2025 |
3,285
shares
|
$218,353
0.01% of portfolio
|
Q1 2025
New holding
|
|
Long View Wealth Management
Atlanta, GA |
Jul 11, 2025 Q2 2025 |
3,267
shares
|
$217,157
0.06% of portfolio
|
Q2 2025
New holding
|
|
Professional Financial Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
3,262
shares
|
$216,825
0.05% of portfolio
|
Q2 2025
New holding
|
|
Richardson Financial Services Inc.
Medway, MA |
Jul 24, 2025 Q2 2025 |
3,227
shares
|
$214,498
0.14% of portfolio
|
Q2 2025
Reduced 38.37%
|
|
Walleye Capital LLC
Plymouth, MN |
Aug 13, 2025 Q2 2025 |
3,200
shares
|
$212,704
0.0% of portfolio
|
Q2 2025
New holding
|