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 |
|---|---|---|---|---|---|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
60
shares
|
$3,988
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Moser Wealth Advisors, LLC
|
Jul 30, 2025 Q2 2025 |
53
shares
|
$3,522
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Aug 04, 2025 Q2 2025 |
50
shares
|
$3,323
0.0% of portfolio
|
Q2 2024
Reduced 42.53%
|
|
|
Ogorek Anthony Joseph
|
Aug 08, 2025 Q2 2025 |
49
shares
|
$3,257
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Jul 31, 2025 Q2 2025 |
47
shares
|
$3,124
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Aug 14, 2025 Q2 2025 |
45
shares
|
$2,991
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Aug 05, 2025 Q2 2025 |
44
shares
|
$2,924
0.0% of portfolio
|
Q1 2025
Added 1000.0%
|
|
|
Toth Financial Advisory Corp
|
Jul 14, 2025 Q2 2025 |
43
shares
|
$2,858
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Webster Bank, N. A.
|
Jul 08, 2025 Q2 2025 |
32
shares
|
$2,127
0.0% of portfolio
|
Q2 2025
Reduced 84.62%
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
Jul 30, 2025 Q2 2025 |
31
shares
|
$2,060
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
31
shares
|
$2,060
0.0% of portfolio
|
Q2 2025
Added 6.9%
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
31
shares
|
$2,060
0.0% of portfolio
|
Q2 2025
Reduced 83.85%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
29
shares
|
$1,927
0.0% of portfolio
|
Q2 2025
Added 93.33%
|
|
|
Hillsdale Investment Management Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
27
shares
|
$1,794
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Nemes Rush Group LLC
Novi, MI |
Aug 12, 2025 Q2 2025 |
25
shares
|
$1,661
0.0% of portfolio
|
Q4 2024
Reduced 99.37%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jul 16, 2025 Q2 2025 |
23
shares
|
$1,528
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
23
shares
|
$1,528
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Tompkins Financial Corp
|
Jul 10, 2025 Q2 2025 |
20
shares
|
$1,329
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Covestor LTD
Boston, MA |
Aug 11, 2025 Q2 2025 |
20
shares
|
$1,329
0.0% of portfolio
|
Q4 2024
Added 5.26%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
11
shares
|
$731
0.0% of portfolio
|
Q4 2023
Reduced 66.67%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
9
shares
|
$598
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
5
shares
|
$332
0.0% of portfolio
|
Q2 2025
Reduced 80.77%
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
Aug 01, 2025 Q2 2025 |
5
shares
|
$332
0.0% of portfolio
|
Q1 2025
Added 150.0%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jul 21, 2025 Q2 2025 |
4
shares
|
$265
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Eukles Asset Management
|
Aug 06, 2025 Q2 2025 |
3
shares
|
$199
0.0% of portfolio
|
Q2 2025
New holding
|