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 |
|---|---|---|---|---|---|
|
Hickory Point Bank & Trust
Decatur, IL |
Oct 06, 2025 Q3 2025 |
4,000
shares
|
$317,040
0.23% of portfolio
|
Q3 2025
New holding
|
|
|
Vontobel Holding Ltd.
|
Oct 15, 2025 Q3 2025 |
4,000
shares
|
$317,040
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Community Bank, N.A.
|
Jul 25, 2025 Q2 2025 |
3,991
shares
|
$316,326
0.04% of portfolio
|
Q2 2025
Reduced 5.76%
|
|
|
Entruity Wealth, LLC
Bakersfield, CA |
Nov 06, 2025 Q3 2025 |
3,987
shares
|
$316,009
0.24% of portfolio
|
Q1 2025
Reduced 17.45%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
3,985
shares
|
$315,851
0.05% of portfolio
|
Q3 2023
Added 407.64%
|
|
|
Accredited Investors Inc.
|
Oct 30, 2025 Q3 2025 |
3,965
shares
|
$314,265
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
Oct 16, 2025 Q3 2025 |
3,900
shares
|
$309,114
0.13% of portfolio
|
Q1 2025
Added 387.5%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
3,845
shares
|
$304,754
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Scott Marsh Financial, LLC
Millcreek, UT |
Aug 14, 2025 Q2 2025 |
3,841
shares
|
$304,437
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Paragon Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
3,738
shares
|
$296,273
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Nov 04, 2025 Q3 2025 |
3,734
shares
|
$295,956
0.02% of portfolio
|
Q2 2025
Added 1.0%
|
|
|
Iron Financial, LLC
|
Oct 24, 2025 Q3 2025 |
3,719
shares
|
$294,767
0.14% of portfolio
|
Q3 2025
Added 20.47%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
3,685
shares
|
$292,073
0.0% of portfolio
|
Q2 2025
Reduced 67.28%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 03, 2025 Q3 2025 |
3,673
shares
|
$291,121
0.23% of portfolio
|
Q3 2025
Added 18.68%
|
|
|
Fulton Breakefield Broenniman LLC
|
Oct 16, 2025 Q3 2025 |
3,643
shares
|
$288,744
0.02% of portfolio
|
Q3 2025
Added 10.9%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
3,613
shares
|
$286,366
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Aug 13, 2025 Q2 2025 |
3,599
shares
|
$285,256
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Barnett & Company, Inc.
|
Aug 14, 2025 Q2 2025 |
3,560
shares
|
$282,165
0.2% of portfolio
|
Q2 2025
Reduced 0.31%
|
|
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
Oct 20, 2025 Q3 2025 |
3,560
shares
|
$282,165
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Nov 06, 2025 Q3 2025 |
3,518
shares
|
$278,836
0.17% of portfolio
|
Q3 2025
Added 0.57%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Nov 05, 2025 Q3 2025 |
3,447
shares
|
$273,209
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Long View Wealth Management
Atlanta, GA |
Oct 14, 2025 Q3 2025 |
3,439
shares
|
$272,575
0.07% of portfolio
|
Q3 2025
Added 5.26%
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
3,435
shares
|
$272,258
0.0% of portfolio
|
Q2 2025
Reduced 96.36%
|
|
|
Cmc Financial Group
Atlanta, GA |
Aug 13, 2025 Q2 2025 |
3,427
shares
|
$271,624
0.8% of portfolio
|
Q2 2025
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
3,396
shares
|
$269,166
0.0% of portfolio
|
Q3 2025
Reduced 29.81%
|