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 $12.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bulwark Capital Corp
Fernandina Beach, FL |
Oct 14, 2025 Q3 2025 |
1,714
shares
|
$140,119
0.1% of portfolio
|
Q3 2025
Added 155.44%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Nov 04, 2025 Q3 2025 |
1,613
shares
|
$131,862
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Maseco LLP
London, |
Jul 15, 2025 Q2 2025 |
1,570
shares
|
$128,347
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fwl Investment Management, LLC
|
Aug 14, 2025 Q2 2025 |
1,536
shares
|
$125,568
0.03% of portfolio
|
Q2 2025
Reduced 4.0%
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
1,530
shares
|
$125,077
0.01% of portfolio
|
Q3 2025
Reduced 8.05%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Nov 03, 2025 Q3 2025 |
1,400
shares
|
$114,450
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
1,386
shares
|
$113,305
0.0% of portfolio
|
Q2 2025
Added 10.35%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
1,350
shares
|
$110,362
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
1,311
shares
|
$107,174
0.0% of portfolio
|
Q3 2025
Reduced 83.58%
|
|
|
Trust CO Of Vermont
|
Oct 14, 2025 Q3 2025 |
1,263
shares
|
$103,250
0.0% of portfolio
|
Q2 2025
Added 101.11%
|
|
|
First Horizon Corp
Memphis, TN |
Oct 24, 2025 Q3 2025 |
1,256
shares
|
$102,678
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
1,135
shares
|
$92,786
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
1,068
shares
|
$87,309
0.06% of portfolio
|
Q3 2022
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Oct 29, 2025 Q3 2025 |
1,065
shares
|
$87,063
0.03% of portfolio
|
Q3 2025
Reduced 12.06%
|
|
|
Northwest Capital Management Inc
|
Oct 20, 2025 Q3 2025 |
1,022
shares
|
$83,548
0.09% of portfolio
|
Q1 2025
Added 20.24%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 31, 2025 Q3 2025 |
1,020
shares
|
$83,385
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
1,000
shares
|
$81,750
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Nbt Bank N A
|
Oct 28, 2025 Q3 2025 |
968
shares
|
$79,134
0.01% of portfolio
|
Q3 2025
Added 6.02%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
952
shares
|
$77,826
0.0% of portfolio
|
Q3 2025
Added 101.27%
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
837
shares
|
$68,424
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
825
shares
|
$67,443
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
804
shares
|
$65,727
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Oct 29, 2025 Q3 2025 |
773
shares
|
$63,192
0.05% of portfolio
|
Q3 2025
Added 70.64%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
735
shares
|
$60,086
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
662
shares
|
$54,118
0.0% of portfolio
|
Q2 2023
Reduced 6.76%
|