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 |
|---|---|---|---|---|---|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
Aug 14, 2025 Q2 2025 |
107,086
shares
|
$7.12 Million
1.69% of portfolio
|
Q2 2025
Added 49.51%
|
|
|
Palladiem, LLC
|
Dec 08, 2023 Q3 2023 |
106,820
shares
|
$7.1 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
|
$7.03 Million
0.25% of portfolio
|
Q2 2025
Reduced 4.39%
|
|
|
Zhang Financial LLC
|
Aug 01, 2025 Q2 2025 |
104,889
shares
|
$6.97 Million
0.32% of portfolio
|
Q2 2025
Added 0.58%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
104,763
shares
|
$6.96 Million
0.04% of portfolio
|
Q2 2025
Reduced 2.97%
|
|
|
Inspirion Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
103,557
shares
|
$6.88 Million
0.93% of portfolio
|
Q2 2025
Added 0.93%
|
|
|
Archford Capital Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
103,167
shares
|
$6.86 Million
0.94% of portfolio
|
Q2 2025
Reduced 4.46%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
101,121
shares
|
$6.72 Million
0.1% of portfolio
|
Q2 2025
Added 2.84%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jul 16, 2025 Q2 2025 |
99,954
shares
|
$6.64 Million
0.57% of portfolio
|
Q2 2025
Reduced 18.81%
|
|
|
Us Financial Advisors, LLC
Braintree, MA |
May 08, 2025 Q1 2025 |
99,628
shares
|
$6.62 Million
1.82% of portfolio
|
Q1 2025
New holding
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
99,251
shares
|
$6.6 Million
0.05% of portfolio
|
Q2 2025
Added 27.83%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
98,081
shares
|
$6.52 Million
0.44% of portfolio
|
Q4 2024
New holding
|
|
|
Fiducient Advisors LLC
|
Aug 12, 2025 Q2 2025 |
96,619
shares
|
$6.42 Million
0.78% of portfolio
|
Q2 2025
New holding
|
|
|
Walkner Condon Financial Advisors LLC
|
Aug 06, 2025 Q2 2025 |
96,609
shares
|
$6.42 Million
1.2% of portfolio
|
Q2 2025
Added 1.58%
|
|
|
Avos Capital Management, LLC
Seattle, WA |
Aug 13, 2025 Q2 2025 |
96,276
shares
|
$6.4 Million
3.6% of portfolio
|
Q2 2025
Added 6.47%
|
|
|
Purus Wealth Management, LLC
|
Aug 11, 2025 Q2 2025 |
96,247
shares
|
$6.4 Million
2.3% of portfolio
|
Q2 2025
Added 1.13%
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Aug 05, 2025 Q2 2025 |
95,340
shares
|
$6.34 Million
3.05% of portfolio
|
Q2 2025
Reduced 6.17%
|
|
|
Hrt Financial LP
New York, NY |
Aug 14, 2025 Q2 2025 |
92,463
shares
|
$6.15 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Aug 14, 2025 Q2 2025 |
91,994
shares
|
$6.11 Million
0.69% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Main Street Financial Solutions, LLC
|
Aug 14, 2025 Q2 2025 |
90,841
shares
|
$6.04 Million
0.44% of portfolio
|
Q2 2025
Reduced 16.66%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Jul 11, 2025 Q2 2025 |
90,744
shares
|
$6.03 Million
1.28% of portfolio
|
Q2 2025
New holding
|
|
|
Jnba Financial Advisors
|
Jul 24, 2025 Q2 2025 |
89,933
shares
|
$5.98 Million
0.57% of portfolio
|
Q2 2025
Reduced 10.32%
|
|
|
Team Financial Group, LLC
Temecula, CA |
Jul 21, 2025 Q2 2025 |
88,974
shares
|
$5.91 Million
2.87% of portfolio
|
Q2 2025
Added 5.65%
|
|
|
Stapp Wealth Management, Pllc
Olympia, WA |
Jul 14, 2025 Q2 2025 |
88,390
shares
|
$5.88 Million
14.94% of portfolio
|
Q2 2025
Reduced 15.6%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
85,259
shares
|
$5.67 Million
0.52% of portfolio
|
Q2 2024
Added 2.14%
|