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 |
|---|---|---|---|---|---|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
338,768
shares
|
$26.7 Million
0.05% of portfolio
|
Q2 2025
Reduced 29.5%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
324,972
shares
|
$25.6 Million
0.04% of portfolio
|
Q2 2025
Reduced 0.44%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Sep 26, 2025 Q2 2025 |
315,597
shares
|
$24.9 Million
0.03% of portfolio
|
Q2 2025
Reduced 50.49%
|
|
|
January Capital Advisors LLC
|
Aug 05, 2022 Q2 2022 |
311,912
shares
|
$24.6 Million
9.94% of portfolio
|
Q2 2022
Reduced 0.01%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
299,160
shares
|
$23.6 Million
0.01% of portfolio
|
Q3 2024
Reduced 54.96%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
299,009
shares
|
$23.6 Million
3.16% of portfolio
|
Q1 2024
Reduced 15.56%
|
|
|
Nissay Asset Management Corp
Tokyo, M0 |
Aug 14, 2025 Q2 2025 |
298,673
shares
|
$23.6 Million
0.12% of portfolio
|
Q2 2025
Added 90.75%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
298,625
shares
|
$23.6 Million
0.03% of portfolio
|
Q3 2025
Added 51.73%
|
|
|
Mcmorgan & CO LLC
San Francisco, CA |
Aug 13, 2025 Q2 2025 |
286,658
shares
|
$22.6 Million
2.94% of portfolio
|
Q2 2025
Reduced 5.89%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
282,645
shares
|
$22.3 Million
0.04% of portfolio
|
Q3 2025
Added 26.73%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Nov 05, 2025 Q3 2025 |
276,759
shares
|
$21.8 Million
3.53% of portfolio
|
Q3 2025
Added 2.89%
|
|
|
Lwm Advisory Services, LLC
Plantation, FL |
Aug 14, 2025 Q2 2025 |
259,230
shares
|
$20.4 Million
12.2% of portfolio
|
Q2 2025
Added 60.3%
|
|
|
Brandywine Oak Private Wealth LLC
|
Oct 30, 2025 Q3 2025 |
257,933
shares
|
$20.3 Million
1.72% of portfolio
|
Q3 2025
Reduced 6.69%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
255,375
shares
|
$20.1 Million
0.02% of portfolio
|
Q2 2025
Added 6.11%
|
|
|
Nav Point Financial, Inc.
Prior Lake, MN |
Oct 09, 2025 Q3 2025 |
253,560
shares
|
$20 Million
10.17% of portfolio
|
Q3 2025
Reduced 1.09%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
251,640
shares
|
$19.8 Million
0.31% of portfolio
|
Q3 2025
Reduced 2.82%
|
|
|
Peak Financial Advisors LLC
|
Oct 08, 2025 Q3 2025 |
249,333
shares
|
$19.7 Million
11.84% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Nov 03, 2025 Q3 2025 |
247,700
shares
|
$19.5 Million
0.06% of portfolio
|
Q3 2025
Added 11.98%
|
|
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
Oct 24, 2025 Q3 2025 |
245,215
shares
|
$19.3 Million
9.78% of portfolio
|
Q3 2025
Added 7.75%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
241,337
shares
|
$19 Million
0.14% of portfolio
|
Q3 2025
Added 42.39%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Aug 12, 2025 Q2 2025 |
237,942
shares
|
$18.8 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.02%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 04, 2025 Q3 2025 |
236,985
shares
|
$18.7 Million
0.24% of portfolio
|
Q3 2025
Added 21.61%
|
|
|
Coco Enterprises, LLC
Whitefish, MT |
Aug 13, 2025 Q2 2025 |
236,683
shares
|
$18.7 Million
9.17% of portfolio
|
Q2 2025
Added 0.45%
|
|
|
Timber Creek Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
225,369
shares
|
$17.8 Million
3.99% of portfolio
|
Q2 2025
Added 1.81%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Oct 22, 2025 Q3 2025 |
222,584
shares
|
$17.6 Million
2.52% of portfolio
|
Q3 2025
Added 4.5%
|