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 |
|---|---|---|---|---|---|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
200
shares
|
$13,294
0.0% of portfolio
|
Q3 2023
Reduced 87.49%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
182
shares
|
$12,097
0.01% of portfolio
|
Q4 2024
Reduced 86.89%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
169
shares
|
$11,233
0.0% of portfolio
|
Q2 2025
Reduced 37.17%
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
155
shares
|
$10,302
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Minot De Blois Advisors LLC
Boston, MA |
Aug 12, 2025 Q2 2025 |
150
shares
|
$9,970
0.01% of portfolio
|
Q1 2025
Reduced 47.92%
|
|
|
Deane Retirement Strategies, Inc.
|
Jul 11, 2025 Q2 2025 |
148
shares
|
$9,837
0.0% of portfolio
|
Q2 2025
Reduced 9.76%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
148
shares
|
$9,837
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Pacifica Partners Inc.
|
Jul 14, 2025 Q2 2025 |
140
shares
|
$9,305
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Aug 12, 2025 Q2 2025 |
130
shares
|
$8,641
0.01% of portfolio
|
Q1 2025
Reduced 99.59%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
125
shares
|
$8,308
0.0% of portfolio
|
Q4 2024
Added 25.0%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Aug 12, 2025 Q2 2025 |
125
shares
|
$8,308
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
116
shares
|
$7,710
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Gould Capital, LLC
|
Aug 14, 2025 Q2 2025 |
108
shares
|
$7,178
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
104
shares
|
$6,912
0.0% of portfolio
|
Q1 2024
Reduced 49.02%
|
|
|
Whittier Trust CO
|
Jul 30, 2025 Q2 2025 |
101
shares
|
$6,713
0.0% of portfolio
|
Q4 2024
Reduced 25.74%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
100
shares
|
$6,647
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
Jul 28, 2025 Q2 2025 |
100
shares
|
$6,647
0.0% of portfolio
|
Q2 2025
Reduced 80.0%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
100
shares
|
$6,647
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
100
shares
|
$6,647
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
98
shares
|
$6,514
0.0% of portfolio
|
Q2 2025
Reduced 87.96%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
97
shares
|
$6,447
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Aug 11, 2025 Q2 2025 |
90
shares
|
$5,982
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
First Financial Corp
|
Jul 09, 2025 Q2 2025 |
76
shares
|
$5,051
0.0% of portfolio
|
Q3 2024
Reduced 56.82%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Jul 23, 2025 Q2 2025 |
70
shares
|
$4,652
0.0% of portfolio
|
Q1 2025
Reduced 6.67%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Aug 06, 2025 Q2 2025 |
61
shares
|
$4,054
0.0% of portfolio
|
Q1 2024
New holding
|