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 |
|---|---|---|---|---|---|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
212,737
shares
|
$16.8 Million
0.0% of portfolio
|
Q2 2025
Added 501.6%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
208,888
shares
|
$16.5 Million
0.61% of portfolio
|
Q3 2025
Added 0.66%
|
|
|
Altfest L J & CO Inc
|
Oct 21, 2025 Q3 2025 |
207,388
shares
|
$16.4 Million
2.16% of portfolio
|
Q3 2025
Added 6.31%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
206,884
shares
|
$16.3 Million
0.04% of portfolio
|
Q2 2025
Added 24.16%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
204,826
shares
|
$16.2 Million
0.11% of portfolio
|
Q2 2025
Added 9.1%
|
|
|
Medici Capital LLC
Newport Beach, CA |
Jul 03, 2025 Q2 2025 |
204,026
shares
|
$16.1 Million
12.9% of portfolio
|
Q2 2025
Added 10.86%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
203,922
shares
|
$16.1 Million
0.19% of portfolio
|
Q3 2025
Added 33.57%
|
|
|
Warren Street Wealth Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
198,129
shares
|
$15.6 Million
4.68% of portfolio
|
Q3 2025
Reduced 18.53%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Oct 28, 2025 Q3 2025 |
196,091
shares
|
$15.5 Million
2.81% of portfolio
|
Q3 2025
Reduced 16.94%
|
|
|
Encompass More Asset Management
Danville, CA |
Oct 17, 2025 Q3 2025 |
193,020
shares
|
$15.2 Million
3.6% of portfolio
|
Q3 2025
Reduced 9.97%
|
|
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
Aug 28, 2025 Q2 2025 |
189,200
shares
|
$14.9 Million
1.2% of portfolio
|
Q2 2025
Added 40.98%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 27, 2025 Q3 2025 |
179,260
shares
|
$14.1 Million
0.98% of portfolio
|
Q3 2025
Reduced 2.29%
|
|
|
Alaska Permanent Fund Corp
Juneau, AK |
Aug 14, 2025 Q2 2025 |
171,000
shares
|
$13.5 Million
0.67% of portfolio
|
Q2 2024
Reduced 93.48%
|
|
|
Sage Private Wealth Group, LLC
|
Oct 27, 2025 Q3 2025 |
170,626
shares
|
$13.5 Million
8.03% of portfolio
|
Q3 2025
Reduced 3.03%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Oct 31, 2025 Q3 2025 |
167,678
shares
|
$13.2 Million
1.04% of portfolio
|
Q3 2025
Added 39.34%
|
|
|
Avid Wealth Partners LLC
San Antonio, TX |
Nov 06, 2025 Q3 2025 |
165,878
shares
|
$13.1 Million
6.3% of portfolio
|
Q3 2025
Added 5.98%
|
|
|
Quent Capital, LLC
|
Oct 27, 2025 Q3 2025 |
164,228
shares
|
$13 Million
1.11% of portfolio
|
Q3 2025
Added 11.65%
|
|
|
New Perspectives, Inc
Tougaloo, MS |
Oct 22, 2025 Q3 2025 |
157,803
shares
|
$12.4 Million
5.81% of portfolio
|
Q3 2025
Added 1.7%
|
|
|
Austin Private Wealth, LLC
|
Oct 17, 2025 Q3 2025 |
155,603
shares
|
$12.3 Million
1.01% of portfolio
|
Q3 2025
Added 41.91%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
153,999
shares
|
$12.1 Million
0.02% of portfolio
|
Q3 2025
Added 18.5%
|
|
|
Buck Wealth Strategies, LLC
Denver, CO |
Nov 04, 2025 Q3 2025 |
152,647
shares
|
$12 Million
1.66% of portfolio
|
Q3 2025
Added 9.06%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
152,610
shares
|
$12 Million
0.05% of portfolio
|
Q2 2025
Added 82.06%
|
|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
Aug 14, 2025 Q2 2025 |
150,000
shares
|
$11.8 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
145,756
shares
|
$11.5 Million
0.05% of portfolio
|
Q2 2025
Added 65.77%
|
|
|
R. W. Roge & Company, Inc.
Bohemia, NY |
Oct 24, 2025 Q3 2025 |
145,566
shares
|
$11.5 Million
5.71% of portfolio
|
Q3 2025
Added 4.51%
|