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 |
|---|---|---|---|---|---|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
140,415
shares
|
$11.1 Million
1.61% of portfolio
|
Q3 2023
New holding
|
|
|
Sterling Investment Advisors, Ltd.
|
Oct 28, 2025 Q3 2025 |
136,425
shares
|
$10.8 Million
2.28% of portfolio
|
Q3 2025
Reduced 0.23%
|
|
|
Wealth Advisory Solutions, LLC
|
Oct 27, 2025 Q3 2025 |
135,802
shares
|
$10.7 Million
2.53% of portfolio
|
Q3 2025
Added 3.74%
|
|
|
Cardinal Strategic Wealth Guidance
|
Oct 22, 2025 Q3 2025 |
134,792
shares
|
$10.6 Million
2.82% of portfolio
|
Q3 2025
Added 6.68%
|
|
|
Synovus Financial Corp
Columbus, GA |
Aug 14, 2025 Q2 2025 |
134,697
shares
|
$10.6 Million
0.11% of portfolio
|
Q2 2025
Added 4.4%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Oct 14, 2025 Q3 2025 |
133,593
shares
|
$10.5 Million
1.78% of portfolio
|
Q3 2025
Reduced 1.2%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
133,029
shares
|
$10.5 Million
2.29% of portfolio
|
Q4 2024
Added 1.73%
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
Jul 29, 2025 Q2 2025 |
126,953
shares
|
$10 Million
2.83% of portfolio
|
Q2 2025
Added 1.85%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
124,030
shares
|
$9.78 Million
0.03% of portfolio
|
Q2 2025
Added 5137.75%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Aug 12, 2025 Q2 2025 |
123,689
shares
|
$9.76 Million
0.27% of portfolio
|
Q2 2025
Reduced 9.89%
|
|
|
Hudson Capital Management LLC
|
Oct 21, 2025 Q3 2025 |
121,660
shares
|
$9.6 Million
2.56% of portfolio
|
Q3 2025
Reduced 4.4%
|
|
|
Stratos Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
121,606
shares
|
$9.59 Million
0.44% of portfolio
|
Q2 2025
Added 23.67%
|
|
|
Chatham Capital Group, Inc.
|
Oct 15, 2025 Q3 2025 |
120,341
shares
|
$9.49 Million
1.39% of portfolio
|
Q3 2025
Added 0.85%
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Aug 12, 2025 Q2 2025 |
118,533
shares
|
$9.35 Million
5.76% of portfolio
|
Q2 2025
Reduced 3.25%
|
|
|
Horst & Graben Wealth Management LLC
|
Oct 15, 2025 Q3 2025 |
114,645
shares
|
$9.04 Million
1.53% of portfolio
|
Q3 2025
Added 53.97%
|
|
|
Aifg Consultants Ltd.
Halfmoon, NY |
Oct 14, 2025 Q3 2025 |
114,374
shares
|
$9.02 Million
15.42% of portfolio
|
Q3 2025
Reduced 11.35%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 28, 2025 Q3 2025 |
112,613
shares
|
$8.88 Million
1.41% of portfolio
|
Q3 2025
Added 16.57%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
111,989
shares
|
$8.83 Million
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Amj Financial Wealth Management
Leesburg, VA |
Aug 13, 2025 Q2 2025 |
109,407
shares
|
$8.63 Million
1.82% of portfolio
|
Q2 2025
Reduced 7.59%
|
|
|
Pfg Advisors
|
Aug 07, 2025 Q2 2025 |
108,805
shares
|
$8.58 Million
0.24% of portfolio
|
Q2 2025
Reduced 2.64%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
108,435
shares
|
$8.55 Million
0.11% of portfolio
|
Q2 2025
Added 77.15%
|
|
|
Managed Asset Portfolios, LLC
Rochester, MI |
Aug 11, 2025 Q2 2025 |
108,326
shares
|
$8.54 Million
0.99% of portfolio
|
Q2 2025
Reduced 2.18%
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
Aug 14, 2025 Q2 2025 |
107,086
shares
|
$8.45 Million
1.69% of portfolio
|
Q2 2025
Added 49.51%
|
|
|
Palladiem, LLC
|
Dec 08, 2023 Q3 2023 |
106,820
shares
|
$8.42 Million
4.4% of portfolio
|
Q3 2023
Added 16.14%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
105,753
shares
|
$8.34 Million
0.25% of portfolio
|
Q2 2025
Reduced 4.39%
|