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 |
|---|---|---|---|---|---|
|
Interchange Capital Partners, LLC
|
Jul 31, 2025 Q2 2025 |
4,706
shares
|
$372,997
0.07% of portfolio
|
Q2 2025
Added 260.89%
|
|
|
Emergent Wealth Advisors, LLC
Williamsville, NY |
Oct 30, 2025 Q3 2025 |
4,703
shares
|
$372,759
0.21% of portfolio
|
Q3 2025
Added 5.9%
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Oct 14, 2025 Q3 2025 |
4,702
shares
|
$372,680
0.14% of portfolio
|
Q3 2025
Added 13.41%
|
|
|
Aegis Wealth Management LLC
Bethesda, MD |
Nov 05, 2025 Q3 2025 |
4,602
shares
|
$364,754
0.19% of portfolio
|
Q3 2025
New holding
|
|
|
Access Investment Management LLC
Atlanta, GA |
Nov 04, 2025 Q3 2025 |
4,600
shares
|
$364,596
0.1% of portfolio
|
Q2 2025
Reduced 23.59%
|
|
|
First National Trust CO
|
Nov 06, 2025 Q3 2025 |
4,558
shares
|
$361,267
0.01% of portfolio
|
Q3 2025
Added 1.51%
|
|
|
Family Wealth Group, LLC
Lexington, KY |
Oct 29, 2025 Q3 2025 |
4,529
shares
|
$358,968
0.33% of portfolio
|
Q3 2025
New holding
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
4,518
shares
|
$358,096
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Nov 04, 2025 Q3 2025 |
4,465
shares
|
$353,895
0.1% of portfolio
|
Q3 2025
Reduced 11.74%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Oct 27, 2025 Q3 2025 |
4,465
shares
|
$353,895
0.08% of portfolio
|
Q3 2025
Added 26.38%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Aug 14, 2025 Q2 2025 |
4,455
shares
|
$353,103
0.11% of portfolio
|
Q2 2025
Reduced 23.98%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Oct 29, 2025 Q3 2025 |
4,450
shares
|
$352,707
0.02% of portfolio
|
Q3 2025
Reduced 24.02%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Oct 27, 2025 Q3 2025 |
4,448
shares
|
$352,548
0.08% of portfolio
|
Q3 2025
Reduced 40.15%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
May 13, 2025 Q1 2025 |
4,434
shares
|
$351,438
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Regions Financial Corp
|
Jul 29, 2025 Q2 2025 |
4,386
shares
|
$347,634
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
4,382
shares
|
$347,317
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Aug 11, 2025 Q2 2025 |
4,351
shares
|
$344,860
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
4,294
shares
|
$340,342
0.23% of portfolio
|
Q1 2025
Added 88.91%
|
|
|
Thoroughbred Financial Services, LLC
|
Aug 08, 2025 Q2 2025 |
4,286
shares
|
$339,708
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2025 Q3 2025 |
4,246
shares
|
$336,537
0.0% of portfolio
|
Q3 2025
Added 1.0%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
4,245
shares
|
$336,458
0.0% of portfolio
|
Q2 2025
Reduced 26.38%
|
|
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
Oct 23, 2025 Q3 2025 |
4,135
shares
|
$327,740
0.24% of portfolio
|
Q3 2025
Reduced 25.88%
|
|
|
Noesis Capital Mangement Corp
|
Oct 23, 2025 Q3 2025 |
4,055
shares
|
$321,399
0.05% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Meredith Wealth Planning
Maryville, IL |
Oct 21, 2025 Q3 2025 |
4,045
shares
|
$320,606
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Valeo Financial Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
4,034
shares
|
$319,734
0.01% of portfolio
|
Q1 2025
New holding
|