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 |
|---|---|---|---|---|---|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
660
shares
|
$52,311
0.01% of portfolio
|
Q2 2025
Reduced 26.42%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
655
shares
|
$51,915
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
635
shares
|
$50,330
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Iag Wealth Partners, LLC
|
Aug 13, 2025 Q2 2025 |
617
shares
|
$48,903
0.01% of portfolio
|
Q1 2025
Added 45.18%
|
|
|
Financial Management Professionals, Inc.
|
Oct 15, 2025 Q3 2025 |
595
shares
|
$47,159
0.0% of portfolio
|
Q2 2025
Added 41.67%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
561
shares
|
$44,464
0.0% of portfolio
|
Q2 2025
Added 1022.0%
|
|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
511
shares
|
$40,501
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
490
shares
|
$38,837
0.04% of portfolio
|
Q3 2025
Added 55.06%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
481
shares
|
$38,124
0.0% of portfolio
|
Q3 2025
Added 3.0%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 02, 2025 Q3 2025 |
476
shares
|
$37,727
0.0% of portfolio
|
Q1 2025
Reduced 98.38%
|
|
|
Family Legacy Financial Solutions, LLC
Cary, NC |
Oct 07, 2025 Q3 2025 |
475
shares
|
$37,648
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
473
shares
|
$37,489
0.0% of portfolio
|
Q1 2025
Added 476.83%
|
|
|
Financial Consulate, Inc
|
Oct 20, 2025 Q3 2025 |
450
shares
|
$35,667
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
449
shares
|
$35,587
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 24, 2025 Q3 2025 |
434
shares
|
$34,398
0.01% of portfolio
|
Q3 2025
Added 3.83%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
419
shares
|
$33,209
0.0% of portfolio
|
Q2 2025
Reduced 61.63%
|
|
|
Bokf, Na
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
400
shares
|
$31,704
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Deane Retirement Strategies, Inc.
|
Oct 14, 2025 Q3 2025 |
335
shares
|
$26,552
0.01% of portfolio
|
Q3 2025
Added 126.35%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
325
shares
|
$25,759
0.0% of portfolio
|
Q2 2025
Reduced 99.41%
|
|
|
Costello Asset Management, Inc
|
Nov 06, 2025 Q3 2025 |
304
shares
|
$24,095
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
300
shares
|
$23,778
0.01% of portfolio
|
Q1 2024
Reduced 42.86%
|
|
|
Groupe La Francaise
Paris, I0 |
Aug 13, 2025 Q2 2025 |
300
shares
|
$23,778
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Oct 20, 2025 Q3 2025 |
295
shares
|
$23,381
0.02% of portfolio
|
Q3 2025
Added 37.85%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 14, 2025 Q3 2025 |
285
shares
|
$22,589
0.01% of portfolio
|
Q3 2025
Reduced 71.07%
|
|
|
Keener Financial Planning LLC
Keller, TX |
Nov 07, 2025 Q3 2025 |
283
shares
|
$22,430
0.01% of portfolio
|
Q3 2025
New holding
|