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 |
|---|---|---|---|---|---|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
3,172
shares
|
$210,842
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Savvy Advisors, Inc.
New York, NY |
Aug 04, 2025 Q2 2025 |
3,152
shares
|
$209,513
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Aug 13, 2025 Q2 2025 |
3,132
shares
|
$208,184
0.03% of portfolio
|
Q2 2025
Reduced 83.55%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Aug 11, 2025 Q2 2025 |
3,095
shares
|
$205,724
0.17% of portfolio
|
Q2 2025
Reduced 14.74%
|
|
|
Total Clarity Wealth Management, Inc.
|
Jul 25, 2025 Q2 2025 |
3,091
shares
|
$205,458
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Iron Financial, LLC
|
Jul 24, 2025 Q2 2025 |
3,087
shares
|
$205,192
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Stonebrook Private Inc.
Northville, MI |
Aug 11, 2025 Q2 2025 |
3,074
shares
|
$204,328
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Refined Wealth Management
|
Jul 17, 2025 Q2 2025 |
3,072
shares
|
$204,195
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Independent Advisor Alliance
|
Aug 11, 2025 Q2 2025 |
3,058
shares
|
$203,265
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Jul 14, 2025 Q2 2025 |
3,057
shares
|
$203,198
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
2,955
shares
|
$196,418
0.0% of portfolio
|
Q2 2025
Added 2.64%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
2,872
shares
|
$190,901
0.11% of portfolio
|
Q4 2024
Added 97.12%
|
|
|
Soundwatch Capital LLC
New York, NY |
Aug 12, 2025 Q2 2025 |
2,841
shares
|
$188,841
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Birch Capital Management, LLC
|
Jul 24, 2025 Q2 2025 |
2,740
shares
|
$182,127
0.09% of portfolio
|
Q1 2025
Reduced 54.42%
|
|
|
Salomon & Ludwin, LLC
|
Jul 29, 2025 Q2 2025 |
2,617
shares
|
$173,951
0.02% of portfolio
|
Q2 2025
Added 86.13%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
2,600
shares
|
$172,822
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
West End Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
2,393
shares
|
$159,062
0.0% of portfolio
|
Q2 2025
Reduced 57.53%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
2,257
shares
|
$150,022
0.01% of portfolio
|
Q2 2025
Reduced 30.27%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Aug 08, 2025 Q2 2025 |
2,247
shares
|
$149,358
0.07% of portfolio
|
Q2 2025
Reduced 72.36%
|
|
|
Washington Trust Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
2,184
shares
|
$145,170
0.01% of portfolio
|
Q2 2025
Added 3.56%
|
|
|
Rosenberg Matthew Hamilton
|
Jul 28, 2025 Q2 2025 |
2,162
shares
|
$143,708
0.03% of portfolio
|
Q2 2025
Added 13.02%
|
|
|
Bfsg, LLC
|
Jul 14, 2025 Q2 2025 |
1,877
shares
|
$124,764
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Jul 30, 2025 Q2 2025 |
1,855
shares
|
$123,301
0.31% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
1,664
shares
|
$110,606
0.01% of portfolio
|
Q1 2025
Reduced 12.33%
|
|
|
Maseco LLP
London, |
Jul 15, 2025 Q2 2025 |
1,570
shares
|
$104,357
0.0% of portfolio
|
Q2 2025
New holding
|