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 |
|---|---|---|---|---|---|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
595,607
shares
|
$39.6 Million
0.05% of portfolio
|
Q2 2025
Added 25.09%
|
|
|
American Investment Services, Inc.
|
Aug 13, 2025 Q2 2025 |
576,066
shares
|
$38.3 Million
10.14% of portfolio
|
Q2 2025
Reduced 14.23%
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
553,879
shares
|
$36.8 Million
0.03% of portfolio
|
Q2 2025
Reduced 14.01%
|
|
|
Capital Planning Advisors, LLC
Sacramento, CA |
Aug 14, 2025 Q2 2025 |
550,270
shares
|
$36.6 Million
5.43% of portfolio
|
Q2 2025
Reduced 13.88%
|
|
|
Burt Wealth Advisors
|
Jul 09, 2025 Q2 2025 |
538,098
shares
|
$35.8 Million
8.18% of portfolio
|
Q2 2025
Reduced 1.03%
|
|
|
Confluence Investment Management LLC
|
Jul 01, 2025 Q2 2025 |
525,606
shares
|
$34.9 Million
0.5% of portfolio
|
Q2 2025
Added 11.78%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
513,430
shares
|
$34.1 Million
0.67% of portfolio
|
Q2 2025
Added 105.87%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jul 22, 2025 Q2 2025 |
510,400
shares
|
$33.9 Million
3.54% of portfolio
|
Q2 2025
Reduced 10.59%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
493,386
shares
|
$32.8 Million
0.04% of portfolio
|
Q3 2024
Added 21.15%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
470,899
shares
|
$31.3 Million
0.09% of portfolio
|
Q2 2025
Added 15.74%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
469,752
shares
|
$31.2 Million
1.19% of portfolio
|
Q2 2025
Added 4571.82%
|
|
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
Jul 31, 2025 Q2 2025 |
468,121
shares
|
$31.1 Million
0.89% of portfolio
|
Q2 2025
Added 1.91%
|
|
|
Tradewinds Capital Management, LLC
|
Jul 29, 2025 Q2 2025 |
461,077
shares
|
$30.6 Million
7.64% of portfolio
|
Q2 2025
Reduced 9.13%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
458,114
shares
|
$30.5 Million
0.15% of portfolio
|
Q2 2025
Added 0.7%
|
|
|
Sns Financial Group, LLC
|
Aug 05, 2025 Q2 2025 |
448,756
shares
|
$29.8 Million
2.83% of portfolio
|
Q2 2025
Reduced 3.46%
|
|
|
Main Street Research LLC
Sausalito, CA |
Aug 05, 2025 Q2 2025 |
448,487
shares
|
$29.8 Million
1.89% of portfolio
|
Q2 2025
New holding
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Jul 14, 2025 Q2 2025 |
440,498
shares
|
$29.3 Million
5.23% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
430,206
shares
|
$28.6 Million
0.27% of portfolio
|
Q2 2023
Reduced 7.0%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jul 07, 2025 Q2 2025 |
424,871
shares
|
$28.2 Million
2.5% of portfolio
|
Q2 2025
Added 2.33%
|
|
|
Bank Of Nova Scotia
|
Aug 13, 2025 Q2 2025 |
400,000
shares
|
$26.6 Million
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Jul 28, 2025 Q2 2025 |
396,942
shares
|
$26.4 Million
9.45% of portfolio
|
Q2 2025
Added 6.89%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 2025 |
383,863
shares
|
$25.5 Million
0.72% of portfolio
|
Q2 2025
Added 9.22%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
372,397
shares
|
$24.8 Million
4.99% of portfolio
|
Q2 2025
Added 36.05%
|
|
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
Aug 14, 2025 Q2 2025 |
360,915
shares
|
$24 Million
1.15% of portfolio
|
Q2 2025
Added 488.1%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
352,788
shares
|
$23.4 Million
0.02% of portfolio
|
Q2 2025
Added 2.74%
|