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 |
|---|---|---|---|---|---|
|
Tranquility Partners, LLC
|
Oct 30, 2025 Q3 2025 |
3,383
shares
|
$268,136
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
Aug 14, 2025 Q2 2025 |
3,373
shares
|
$267,343
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Novem Group
Rochester, NY |
Jul 16, 2025 Q2 2025 |
3,366
shares
|
$266,789
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Alliance
Mellville, NY |
Nov 07, 2025 Q3 2025 |
3,363
shares
|
$266,551
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Aug 15, 2025 Q2 2025 |
3,353
shares
|
$265,758
0.06% of portfolio
|
Q2 2025
Reduced 22.24%
|
|
|
Professional Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
3,315
shares
|
$262,746
0.05% of portfolio
|
Q3 2025
Added 1.62%
|
|
|
Genesis Private Wealth, LLC
Ashburn, VA |
Oct 08, 2025 Q3 2025 |
3,310
shares
|
$262,350
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
3,279
shares
|
$259,893
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
N.E.W. Advisory Services LLC
|
Oct 27, 2025 Q3 2025 |
3,232
shares
|
$256,168
0.02% of portfolio
|
Q3 2025
Reduced 25.68%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Oct 20, 2025 Q3 2025 |
3,231
shares
|
$256,089
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Oct 31, 2025 Q3 2025 |
3,217
shares
|
$254,979
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Walleye Capital LLC
Plymouth, MN |
Aug 13, 2025 Q2 2025 |
3,200
shares
|
$253,632
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Transcend Capital Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
3,175
shares
|
$251,650
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
3,172
shares
|
$251,412
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Aug 13, 2025 Q2 2025 |
3,132
shares
|
$248,242
0.03% of portfolio
|
Q2 2025
Reduced 83.55%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Oct 29, 2025 Q3 2025 |
3,130
shares
|
$248,083
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Total Clarity Wealth Management, Inc.
|
Jul 25, 2025 Q2 2025 |
3,091
shares
|
$244,992
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Rodgers & Associates, LTD
|
Nov 05, 2025 Q3 2025 |
3,090
shares
|
$244,913
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Stonebrook Private Inc.
Northville, MI |
Aug 11, 2025 Q2 2025 |
3,074
shares
|
$243,645
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Refined Wealth Management
|
Oct 20, 2025 Q3 2025 |
3,072
shares
|
$243,486
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Independent Advisor Alliance
|
Nov 04, 2025 Q3 2025 |
3,058
shares
|
$242,377
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Jul 14, 2025 Q2 2025 |
3,057
shares
|
$242,297
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Cahaba Wealth Management, Inc.
|
Oct 17, 2025 Q3 2025 |
3,034
shares
|
$240,474
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Nov 06, 2025 Q3 2025 |
3,018
shares
|
$239,206
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Oct 03, 2025 Q3 2025 |
2,964
shares
|
$234,926
0.02% of portfolio
|
Q3 2025
New holding
|