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 |
|---|---|---|---|---|---|
|
Nottingham Advisors, Inc.
Amherst, NY |
Jul 29, 2025 Q2 2025 |
212,990
shares
|
$14.2 Million
2.23% of portfolio
|
Q2 2025
Reduced 60.9%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
212,737
shares
|
$14.1 Million
0.0% of portfolio
|
Q2 2025
Added 501.6%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
207,509
shares
|
$13.8 Million
0.57% of portfolio
|
Q2 2025
Added 2.41%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
206,884
shares
|
$13.8 Million
0.04% of portfolio
|
Q2 2025
Added 24.16%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
204,826
shares
|
$13.6 Million
0.11% of portfolio
|
Q2 2025
Added 9.1%
|
|
|
Medici Capital LLC
Newport Beach, CA |
Jul 03, 2025 Q2 2025 |
204,026
shares
|
$13.6 Million
12.9% of portfolio
|
Q2 2025
Added 10.86%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
196,813
shares
|
$13.1 Million
0.02% of portfolio
|
Q2 2025
Added 7.01%
|
|
|
Altfest L J & CO Inc
|
Aug 08, 2025 Q2 2025 |
195,083
shares
|
$13 Million
1.8% of portfolio
|
Q2 2025
New holding
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Aug 06, 2025 Q2 2025 |
194,873
shares
|
$13 Million
0.18% of portfolio
|
Q2 2025
Reduced 19.77%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
183,454
shares
|
$12.2 Million
0.9% of portfolio
|
Q2 2025
Added 1.14%
|
|
|
Sage Private Wealth Group, LLC
|
Jul 29, 2025 Q2 2025 |
175,961
shares
|
$11.7 Million
7.39% of portfolio
|
Q2 2025
New holding
|
|
|
Alaska Permanent Fund Corp
Juneau, AK |
Aug 14, 2025 Q2 2025 |
171,000
shares
|
$11.4 Million
0.67% of portfolio
|
Q2 2024
Reduced 93.48%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
169,492
shares
|
$11.3 Million
0.09% of portfolio
|
Q2 2025
Reduced 3.76%
|
|
|
Avid Wealth Partners LLC
San Antonio, TX |
Aug 14, 2025 Q2 2025 |
156,521
shares
|
$10.4 Million
5.87% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
New Perspectives, Inc
Tougaloo, MS |
Jul 17, 2025 Q2 2025 |
155,170
shares
|
$10.3 Million
5.05% of portfolio
|
Q2 2025
Added 136.6%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
152,671
shares
|
$10.1 Million
0.14% of portfolio
|
Q2 2025
Reduced 5.99%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
152,610
shares
|
$10.1 Million
0.05% of portfolio
|
Q2 2025
Added 82.06%
|
|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
Aug 14, 2025 Q2 2025 |
150,000
shares
|
$9.97 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
B&D White Capital Company, LLC
|
Aug 13, 2025 Q2 2025 |
147,373
shares
|
$9.8 Million
1.69% of portfolio
|
Q2 2025
New holding
|
|
|
Quent Capital, LLC
|
Jul 21, 2025 Q2 2025 |
147,096
shares
|
$9.78 Million
0.97% of portfolio
|
Q2 2025
Added 10.37%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
145,756
shares
|
$9.69 Million
0.05% of portfolio
|
Q2 2025
Added 65.77%
|
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
140,415
shares
|
$9.33 Million
1.61% of portfolio
|
Q3 2023
New holding
|
|
|
Buck Wealth Strategies, LLC
Denver, CO |
Aug 04, 2025 Q2 2025 |
139,967
shares
|
$9.3 Million
1.45% of portfolio
|
Q2 2025
Added 7.15%
|
|
|
R. W. Roge & Company, Inc.
Bohemia, NY |
Jul 24, 2025 Q2 2025 |
139,287
shares
|
$9.26 Million
5.18% of portfolio
|
Q2 2025
Reduced 12.76%
|
|
|
Sterling Investment Advisors, Ltd.
|
Jul 17, 2025 Q2 2025 |
136,742
shares
|
$9.09 Million
2.1% of portfolio
|
Q2 2025
Reduced 14.35%
|