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 779 institutions that hold shares in the stock, with a total of 156 Million shares, which have been reported (via 13F filing form) to have a value of $12.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
American Investment Services, Inc.
|
Aug 13, 2025 Q2 2025 |
576,066
shares
|
$45.4 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
|
$43.7 Million
0.03% of portfolio
|
Q2 2025
Reduced 14.01%
|
|
|
Capital Planning Advisors, LLC
Sacramento, CA |
Aug 14, 2025 Q2 2025 |
550,270
shares
|
$43.4 Million
5.43% of portfolio
|
Q2 2025
Reduced 13.88%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
541,467
shares
|
$42.7 Million
0.62% of portfolio
|
Q3 2025
Added 5.46%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Oct 16, 2025 Q3 2025 |
516,830
shares
|
$40.8 Million
3.87% of portfolio
|
Q3 2025
Added 1.26%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
499,243
shares
|
$39.4 Million
0.98% of portfolio
|
Q3 2025
Added 30.06%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
493,386
shares
|
$38.9 Million
0.04% of portfolio
|
Q3 2024
Added 21.15%
|
|
|
Confluence Investment Management LLC
|
Oct 14, 2025 Q3 2025 |
488,393
shares
|
$38.5 Million
0.56% of portfolio
|
Q3 2025
Reduced 7.08%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
470,899
shares
|
$37.1 Million
0.09% of portfolio
|
Q2 2025
Added 15.74%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
469,752
shares
|
$37 Million
1.19% of portfolio
|
Q2 2025
Added 4571.82%
|
|
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
Oct 27, 2025 Q3 2025 |
466,647
shares
|
$36.8 Million
0.95% of portfolio
|
Q3 2025
Reduced 0.31%
|
|
|
Tradewinds Capital Management, LLC
|
Oct 21, 2025 Q3 2025 |
463,681
shares
|
$36.6 Million
8.01% of portfolio
|
Q3 2025
Added 0.56%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
458,114
shares
|
$36.1 Million
0.15% of portfolio
|
Q2 2025
Added 0.7%
|
|
|
Sns Financial Group, LLC
|
Aug 05, 2025 Q2 2025 |
448,756
shares
|
$35.4 Million
2.83% of portfolio
|
Q2 2025
Reduced 3.46%
|
|
|
Main Street Research LLC
Sausalito, CA |
Aug 05, 2025 Q2 2025 |
448,487
shares
|
$35.4 Million
1.89% of portfolio
|
Q2 2025
New holding
|
|
|
Bangor Savings Bank
Bangor, ME |
Oct 27, 2025 Q3 2025 |
436,528
shares
|
$34.4 Million
2.79% of portfolio
|
Q3 2025
Added 2.74%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
430,206
shares
|
$33.9 Million
0.27% of portfolio
|
Q2 2023
Reduced 7.0%
|
|
|
Bank Of Nova Scotia
|
Aug 13, 2025 Q2 2025 |
400,000
shares
|
$31.5 Million
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Jul 28, 2025 Q2 2025 |
396,942
shares
|
$31.3 Million
9.45% of portfolio
|
Q2 2025
Added 6.89%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Oct 21, 2025 Q3 2025 |
386,642
shares
|
$30.5 Million
5.11% of portfolio
|
Q3 2025
Reduced 12.23%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
372,397
shares
|
$29.4 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
|
$28.5 Million
1.15% of portfolio
|
Q2 2025
Added 488.1%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
354,630
shares
|
$28 Million
0.04% of portfolio
|
Q2 2025
Added 65.71%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
352,788
shares
|
$27.8 Million
0.02% of portfolio
|
Q2 2025
Added 2.74%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
350,031
shares
|
$27.6 Million
0.04% of portfolio
|
Q2 2025
Reduced 25.8%
|