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 |
|---|---|---|---|---|---|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
350,031
shares
|
$23.3 Million
0.04% of portfolio
|
Q2 2025
Reduced 25.8%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
338,768
shares
|
$22.5 Million
0.05% of portfolio
|
Q2 2025
Reduced 29.5%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
324,972
shares
|
$21.6 Million
0.04% of portfolio
|
Q2 2025
Reduced 0.44%
|
|
|
January Capital Advisors LLC
|
Aug 05, 2022 Q2 2022 |
311,912
shares
|
$20.7 Million
9.94% of portfolio
|
Q2 2022
Reduced 0.01%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
299,160
shares
|
$19.9 Million
0.01% of portfolio
|
Q3 2024
Reduced 54.96%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
299,009
shares
|
$19.9 Million
3.16% of portfolio
|
Q1 2024
Reduced 15.56%
|
|
|
Nissay Asset Management Corp
Tokyo, M0 |
Aug 14, 2025 Q2 2025 |
298,673
shares
|
$19.9 Million
0.12% of portfolio
|
Q2 2025
Added 90.75%
|
|
|
Mcmorgan & CO LLC
San Francisco, CA |
Aug 13, 2025 Q2 2025 |
286,658
shares
|
$19.1 Million
2.94% of portfolio
|
Q2 2025
Reduced 5.89%
|
|
|
Brandywine Oak Private Wealth LLC
|
Jul 24, 2025 Q2 2025 |
276,413
shares
|
$18.4 Million
1.68% of portfolio
|
Q2 2025
Reduced 3.38%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Aug 08, 2025 Q2 2025 |
268,994
shares
|
$17.9 Million
3.12% of portfolio
|
Q2 2025
Added 2.66%
|
|
|
Lwm Advisory Services, LLC
Plantation, FL |
Aug 14, 2025 Q2 2025 |
259,230
shares
|
$17.2 Million
12.2% of portfolio
|
Q2 2025
Added 60.3%
|
|
|
Miracle Mile Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
258,936
shares
|
$17.2 Million
0.3% of portfolio
|
Q2 2025
Reduced 0.97%
|
|
|
Nav Point Financial, Inc.
Prior Lake, MN |
Jul 24, 2025 Q2 2025 |
256,356
shares
|
$17 Million
10.15% of portfolio
|
Q2 2025
Reduced 7.86%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
255,375
shares
|
$17 Million
0.02% of portfolio
|
Q2 2025
Added 6.11%
|
|
|
Peak Financial Advisors LLC
|
Jul 07, 2025 Q2 2025 |
248,733
shares
|
$16.5 Million
10.8% of portfolio
|
Q2 2025
Added 11.15%
|
|
|
Warren Street Wealth Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
243,192
shares
|
$16.2 Million
5.45% of portfolio
|
Q2 2025
Added 2.05%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Aug 12, 2025 Q2 2025 |
237,942
shares
|
$15.8 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.02%
|
|
|
Coco Enterprises, LLC
Whitefish, MT |
Aug 13, 2025 Q2 2025 |
236,683
shares
|
$15.7 Million
9.17% of portfolio
|
Q2 2025
Added 0.45%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Aug 04, 2025 Q2 2025 |
236,078
shares
|
$15.7 Million
3.05% of portfolio
|
Q2 2025
Reduced 6.18%
|
|
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
Aug 05, 2025 Q2 2025 |
227,575
shares
|
$15.1 Million
8.91% of portfolio
|
Q2 2025
Added 53.79%
|
|
|
Timber Creek Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
225,369
shares
|
$15 Million
3.99% of portfolio
|
Q2 2025
Added 1.81%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
223,023
shares
|
$14.8 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.36%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jul 21, 2025 Q2 2025 |
221,200
shares
|
$14.7 Million
0.05% of portfolio
|
Q2 2025
Added 25.54%
|
|
|
Encompass More Asset Management
Danville, CA |
Aug 07, 2025 Q2 2025 |
214,397
shares
|
$14.3 Million
4.13% of portfolio
|
Q2 2025
Added 16.95%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
214,010
shares
|
$14.2 Million
0.03% of portfolio
|
Q2 2025
Reduced 56.57%
|