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 |
|---|---|---|---|---|---|
|
Td Capital Management LLC
Memphis, TN |
Aug 08, 2025 Q2 2025 |
271
shares
|
$21,479
0.0% of portfolio
|
Q1 2025
Added 75.97%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 07, 2025 Q3 2025 |
252
shares
|
$19,973
0.0% of portfolio
|
Q3 2025
Added 26.0%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Oct 28, 2025 Q3 2025 |
236
shares
|
$18,705
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Aug 12, 2025 Q2 2025 |
234
shares
|
$18,546
0.01% of portfolio
|
Q2 2025
Added 9.35%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
228
shares
|
$18,071
0.0% of portfolio
|
Q4 2024
Added 45.22%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 07, 2025 Q3 2025 |
227
shares
|
$17,992
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 22, 2025 Q3 2025 |
217
shares
|
$17,199
0.0% of portfolio
|
Q3 2022
Added 9.05%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
215
shares
|
$17,040
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wells Financial Advisors Inc
|
Oct 20, 2025 Q3 2025 |
200
shares
|
$15,852
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Massmutual Trust CO Fsb
|
Oct 22, 2025 Q3 2025 |
199
shares
|
$15,772
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
182
shares
|
$14,425
0.01% of portfolio
|
Q4 2024
Reduced 86.89%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
168
shares
|
$13,315
0.0% of portfolio
|
Q2 2025
Added 68.0%
|
|
|
Minot De Blois Advisors LLC
Boston, MA |
Aug 12, 2025 Q2 2025 |
150
shares
|
$11,889
0.01% of portfolio
|
Q1 2025
Reduced 47.92%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
148
shares
|
$11,730
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Pacifica Partners Inc.
|
Oct 08, 2025 Q3 2025 |
140
shares
|
$11,096
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Aug 12, 2025 Q2 2025 |
130
shares
|
$10,303
0.01% of portfolio
|
Q1 2025
Reduced 99.59%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Aug 12, 2025 Q2 2025 |
125
shares
|
$9,907
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
125
shares
|
$9,907
0.0% of portfolio
|
Q4 2024
Added 25.0%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
116
shares
|
$9,194
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Gould Capital, LLC
|
Aug 14, 2025 Q2 2025 |
108
shares
|
$8,560
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Whittier Trust CO
|
Oct 31, 2025 Q3 2025 |
101
shares
|
$8,005
0.0% of portfolio
|
Q4 2024
Reduced 25.74%
|
|
|
Grove Bank & Trust
|
Oct 06, 2025 Q3 2025 |
100
shares
|
$7,926
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
100
shares
|
$7,926
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
100
shares
|
$7,926
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
98
shares
|
$7,767
0.0% of portfolio
|
Q2 2025
Reduced 87.96%
|