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 |
|---|---|---|---|---|---|
|
Fwl Investment Management, LLC
|
Aug 14, 2025 Q2 2025 |
1,536
shares
|
$102,097
0.03% of portfolio
|
Q2 2025
Reduced 4.0%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Jul 28, 2025 Q2 2025 |
1,400
shares
|
$93,058
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
1,386
shares
|
$92,127
0.0% of portfolio
|
Q2 2025
Added 10.35%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
1,350
shares
|
$89,734
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Trust CO Of Vermont
|
Jul 18, 2025 Q2 2025 |
1,263
shares
|
$83,951
0.0% of portfolio
|
Q2 2025
Added 101.11%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Jul 31, 2025 Q2 2025 |
1,211
shares
|
$80,495
0.03% of portfolio
|
Q2 2025
Reduced 15.26%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
1,135
shares
|
$75,443
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
1,068
shares
|
$70,989
0.06% of portfolio
|
Q3 2022
New holding
|
|
|
Northwest Capital Management Inc
|
Jul 25, 2025 Q2 2025 |
1,022
shares
|
$67,932
0.04% of portfolio
|
Q1 2025
Added 20.24%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jul 21, 2025 Q2 2025 |
1,020
shares
|
$67,799
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
1,000
shares
|
$66,470
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jul 16, 2025 Q2 2025 |
985
shares
|
$65,472
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Nbt Bank N A
|
Jul 23, 2025 Q2 2025 |
913
shares
|
$60,687
0.0% of portfolio
|
Q2 2025
Added 0.55%
|
|
|
First Community Trust Na
|
Jul 07, 2025 Q2 2025 |
874
shares
|
$58,094
0.05% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
837
shares
|
$55,635
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
825
shares
|
$54,837
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
804
shares
|
$53,441
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
735
shares
|
$48,855
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Bulwark Capital Corp
Fernandina Beach, FL |
Jul 09, 2025 Q2 2025 |
671
shares
|
$44,601
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
662
shares
|
$44,003
0.0% of portfolio
|
Q2 2023
Reduced 6.76%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
660
shares
|
$43,870
0.01% of portfolio
|
Q2 2025
Reduced 26.42%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
655
shares
|
$43,537
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Iag Wealth Partners, LLC
|
Aug 13, 2025 Q2 2025 |
617
shares
|
$41,011
0.01% of portfolio
|
Q1 2025
Added 45.18%
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
595
shares
|
$39,549
0.0% of portfolio
|
Q2 2025
Added 41.67%
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
581
shares
|
$38,619
0.01% of portfolio
|
Q2 2025
New holding
|