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 775 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 $12.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Clarity Asset Management, Inc.
Ames, IA |
Oct 27, 2025 Q3 2025 |
45
shares
|
$3,508
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 28, 2025 Q3 2025 |
44
shares
|
$3,430
0.0% of portfolio
|
Q1 2025
Added 1000.0%
|
|
|
Webster Bank, N. A.
|
Oct 23, 2025 Q3 2025 |
32
shares
|
$2,494
0.0% of portfolio
|
Q2 2025
Reduced 84.62%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
31
shares
|
$2,416
0.0% of portfolio
|
Q2 2025
Added 6.9%
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
Jul 30, 2025 Q2 2025 |
31
shares
|
$2,416
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
29
shares
|
$2,260
0.0% of portfolio
|
Q2 2025
Added 93.33%
|
|
|
Hillsdale Investment Management Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
27
shares
|
$2,104
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Nemes Rush Group LLC
Novi, MI |
Aug 12, 2025 Q2 2025 |
25
shares
|
$1,948
0.0% of portfolio
|
Q4 2024
Reduced 99.37%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 10, 2025 Q3 2025 |
23
shares
|
$1,793
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
23
shares
|
$1,793
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
21
shares
|
$1,637
0.0% of portfolio
|
Q3 2025
Reduced 79.81%
|
|
|
Tompkins Financial Corp
|
Oct 08, 2025 Q3 2025 |
20
shares
|
$1,559
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
17
shares
|
$1,325
0.0% of portfolio
|
Q3 2025
Reduced 15.0%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
11
shares
|
$857
0.0% of portfolio
|
Q4 2023
Reduced 66.67%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
9
shares
|
$701
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
7
shares
|
$545
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
5
shares
|
$389
0.0% of portfolio
|
Q2 2025
Reduced 80.77%
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
Aug 01, 2025 Q2 2025 |
5
shares
|
$389
0.0% of portfolio
|
Q1 2025
Added 150.0%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
4
shares
|
$311
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
First Community Trust Na
|
Oct 07, 2025 Q3 2025 |
3
shares
|
$233
0.0% of portfolio
|
Q3 2025
Reduced 99.66%
|
|
|
Eukles Asset Management
|
Aug 06, 2025 Q2 2025 |
3
shares
|
$233
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Russell Investments Group, Ltd.
|
Aug 13, 2025 Q2 2025 |
1
shares
|
$77
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Guerra Advisors Inc
Miami, FL |
Nov 04, 2025 Q3 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|
|
Td Private Client Wealth LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|