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 |
|---|---|---|---|---|---|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
2,955
shares
|
$234,213
0.0% of portfolio
|
Q2 2025
Added 2.64%
|
|
|
Heritage Investment Group, Inc.
|
Oct 31, 2025 Q3 2025 |
2,929
shares
|
$232,152
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Steel Peak Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
2,919
shares
|
$231,359
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Beacon Financial Group
|
Oct 07, 2025 Q3 2025 |
2,900
shares
|
$229,854
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
2,872
shares
|
$227,634
0.11% of portfolio
|
Q4 2024
Added 97.12%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
2,855
shares
|
$226,287
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Oct 16, 2025 Q3 2025 |
2,829
shares
|
$224,226
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Moseley Investment Management Inc
|
Oct 27, 2025 Q3 2025 |
2,815
shares
|
$223,116
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
May Hill Capital, LLC
Cohasset, MA |
Nov 07, 2025 Q3 2025 |
2,777
shares
|
$220,105
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Range Financial Group LLC
|
Oct 17, 2025 Q3 2025 |
2,745
shares
|
$217,568
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Birch Capital Management, LLC
|
Oct 27, 2025 Q3 2025 |
2,740
shares
|
$217,172
0.11% of portfolio
|
Q1 2025
Reduced 54.42%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Oct 28, 2025 Q3 2025 |
2,714
shares
|
$215,111
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Nov 03, 2025 Q3 2025 |
2,701
shares
|
$214,081
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Net Worth Advisory Group
Sandy, UT |
Oct 14, 2025 Q3 2025 |
2,696
shares
|
$213,684
0.06% of portfolio
|
Q3 2025
Reduced 36.02%
|
|
|
Accurate Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
2,696
shares
|
$213,684
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Oct 30, 2025 Q3 2025 |
2,677
shares
|
$212,179
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Soundwatch Capital LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
2,667
shares
|
$211,386
0.03% of portfolio
|
Q3 2025
Reduced 6.12%
|
|
|
West End Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
2,581
shares
|
$204,570
0.0% of portfolio
|
Q3 2025
Added 7.86%
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
2,572
shares
|
$203,856
0.02% of portfolio
|
Q3 2025
Reduced 1.72%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
2,257
shares
|
$178,889
0.01% of portfolio
|
Q2 2025
Reduced 30.27%
|
|
|
Washington Trust Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
2,184
shares
|
$173,103
0.01% of portfolio
|
Q2 2025
Added 3.56%
|
|
|
Rosenberg Matthew Hamilton
|
Jul 28, 2025 Q2 2025 |
2,162
shares
|
$171,360
0.03% of portfolio
|
Q2 2025
Added 13.02%
|
|
|
Mma Asset Management LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
2,106
shares
|
$166,921
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Bfsg, LLC
|
Oct 28, 2025 Q3 2025 |
1,877
shares
|
$148,771
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Jul 30, 2025 Q2 2025 |
1,855
shares
|
$147,027
0.31% of portfolio
|
Q2 2025
Added 0.16%
|