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 |
|---|---|---|---|---|---|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Jul 15, 2025 Q2 2025 |
135,221
shares
|
$8.99 Million
1.66% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Synovus Financial Corp
Columbus, GA |
Aug 14, 2025 Q2 2025 |
134,697
shares
|
$8.95 Million
0.11% of portfolio
|
Q2 2025
Added 4.4%
|
|
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
Apr 29, 2025 Q1 2025 |
134,200
shares
|
$8.92 Million
0.79% of portfolio
|
Q1 2025
Reduced 25.11%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
133,029
shares
|
$8.84 Million
2.29% of portfolio
|
Q4 2024
Added 1.73%
|
|
|
Wealth Advisory Solutions, LLC
|
Jul 14, 2025 Q2 2025 |
130,906
shares
|
$8.7 Million
2.18% of portfolio
|
Q2 2025
Reduced 1.62%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
129,953
shares
|
$8.64 Million
0.01% of portfolio
|
Q2 2025
Reduced 6.24%
|
|
|
Aifg Consultants Ltd.
Halfmoon, NY |
Jul 21, 2025 Q2 2025 |
129,013
shares
|
$8.58 Million
16.48% of portfolio
|
Q2 2025
Reduced 10.34%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
128,451
shares
|
$8.54 Million
0.03% of portfolio
|
Q2 2025
Added 5959.01%
|
|
|
Hudson Capital Management LLC
|
Jul 28, 2025 Q2 2025 |
127,253
shares
|
$8.46 Million
2.45% of portfolio
|
Q2 2025
Reduced 2.34%
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
Jul 29, 2025 Q2 2025 |
126,953
shares
|
$8.44 Million
2.83% of portfolio
|
Q2 2025
Added 1.85%
|
|
|
Cardinal Strategic Wealth Guidance
|
Jul 21, 2025 Q2 2025 |
126,347
shares
|
$8.4 Million
2.42% of portfolio
|
Q2 2025
Added 56.68%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
124,030
shares
|
$8.24 Million
0.03% of portfolio
|
Q2 2025
Added 5137.75%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Aug 12, 2025 Q2 2025 |
123,689
shares
|
$8.22 Million
0.27% of portfolio
|
Q2 2025
Reduced 9.89%
|
|
|
Stratos Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
121,606
shares
|
$8.08 Million
0.44% of portfolio
|
Q2 2025
Added 23.67%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Aug 11, 2025 Q2 2025 |
120,334
shares
|
$8 Million
0.65% of portfolio
|
Q2 2025
Reduced 17.23%
|
|
|
Chatham Capital Group, Inc.
|
Jul 16, 2025 Q2 2025 |
119,321
shares
|
$7.93 Million
1.25% of portfolio
|
Q2 2025
Reduced 4.0%
|
|
|
Abound Financial, LLC
Granite Bay, CA |
Aug 13, 2025 Q2 2025 |
118,722
shares
|
$7.89 Million
3.42% of portfolio
|
Q2 2025
Added 30.19%
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Aug 12, 2025 Q2 2025 |
118,533
shares
|
$7.88 Million
5.76% of portfolio
|
Q2 2025
Reduced 3.25%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
116,397
shares
|
$7.74 Million
1.2% of portfolio
|
Q2 2025
Reduced 6.48%
|
|
|
Austin Private Wealth, LLC
|
Aug 01, 2025 Q2 2025 |
109,651
shares
|
$7.29 Million
0.61% of portfolio
|
Q2 2025
Reduced 28.28%
|
|
|
Amj Financial Wealth Management
Leesburg, VA |
Aug 13, 2025 Q2 2025 |
109,407
shares
|
$7.27 Million
1.82% of portfolio
|
Q2 2025
Reduced 7.59%
|
|
|
Pfg Advisors
|
Aug 07, 2025 Q2 2025 |
108,805
shares
|
$7.23 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
|
$7.21 Million
0.11% of portfolio
|
Q2 2025
Added 77.15%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Jul 14, 2025 Q2 2025 |
108,411
shares
|
$7.21 Million
1.17% of portfolio
|
Q2 2025
Reduced 1.71%
|
|
|
Managed Asset Portfolios, LLC
Rochester, MI |
Aug 11, 2025 Q2 2025 |
108,326
shares
|
$7.2 Million
0.99% of portfolio
|
Q2 2025
Reduced 2.18%
|