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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Abound Financial, LLC
Granite Bay, CA |
Nov 04, 2025 Q3 2025 |
105,603
shares
|
$8.33 Million
3.23% of portfolio
|
Q3 2025
Reduced 11.05%
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
105,572
shares
|
$8.33 Million
0.06% of portfolio
|
Q3 2025
Added 49.54%
|
|
|
Versant Capital Management, Inc
|
Oct 27, 2025 Q3 2025 |
105,386
shares
|
$8.31 Million
1.14% of portfolio
|
Q3 2025
Reduced 9.46%
|
|
|
Zhang Financial LLC
|
Aug 01, 2025 Q2 2025 |
104,889
shares
|
$8.27 Million
0.32% of portfolio
|
Q2 2025
Added 0.58%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
104,763
shares
|
$8.26 Million
0.04% of portfolio
|
Q2 2025
Reduced 2.97%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Oct 07, 2025 Q3 2025 |
100,325
shares
|
$7.91 Million
1.47% of portfolio
|
Q3 2025
Added 10.56%
|
|
|
Us Financial Advisors, LLC
Braintree, MA |
May 08, 2025 Q1 2025 |
99,628
shares
|
$7.86 Million
1.82% of portfolio
|
Q1 2025
New holding
|
|
|
Purus Wealth Management, LLC
|
Oct 24, 2025 Q3 2025 |
99,500
shares
|
$7.85 Million
2.56% of portfolio
|
Q3 2025
Added 3.38%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
99,251
shares
|
$7.83 Million
0.05% of portfolio
|
Q2 2025
Added 27.83%
|
|
|
Inspirion Wealth Advisors, LLC
|
Oct 06, 2025 Q3 2025 |
98,375
shares
|
$7.76 Million
0.97% of portfolio
|
Q3 2025
Reduced 5.0%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
98,081
shares
|
$7.74 Million
0.44% of portfolio
|
Q4 2024
New holding
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Nov 05, 2025 Q3 2025 |
97,867
shares
|
$7.72 Million
1.03% of portfolio
|
Q3 2025
Added 33.21%
|
|
|
Fiducient Advisors LLC
|
Oct 30, 2025 Q3 2025 |
96,619
shares
|
$7.62 Million
0.88% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Oct 09, 2025 Q3 2025 |
96,581
shares
|
$7.62 Million
1.14% of portfolio
|
Q3 2025
Reduced 10.91%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
96,407
shares
|
$7.6 Million
1.14% of portfolio
|
Q3 2025
Added 62.56%
|
|
|
Avos Capital Management, LLC
Seattle, WA |
Aug 13, 2025 Q2 2025 |
96,276
shares
|
$7.59 Million
3.6% of portfolio
|
Q2 2025
Added 6.47%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 03, 2025 Q3 2025 |
95,927
shares
|
$7.57 Million
2.46% of portfolio
|
Q3 2025
Added 31.81%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Oct 23, 2025 Q3 2025 |
95,583
shares
|
$7.54 Million
0.59% of portfolio
|
Q3 2025
Reduced 4.37%
|
|
|
Pfg Private Wealth Management, LLC
|
Nov 06, 2025 Q3 2025 |
94,431
shares
|
$7.45 Million
3.49% of portfolio
|
Q3 2025
New holding
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Nov 06, 2025 Q3 2025 |
94,431
shares
|
$7.45 Million
3.22% of portfolio
|
Q3 2025
Reduced 0.95%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Nov 03, 2025 Q3 2025 |
92,623
shares
|
$7.31 Million
0.97% of portfolio
|
Q3 2025
Added 59.42%
|
|
|
Hrt Financial LP
New York, NY |
Aug 14, 2025 Q2 2025 |
92,463
shares
|
$7.29 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Aug 14, 2025 Q2 2025 |
91,994
shares
|
$7.26 Million
0.69% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Baker Tilly Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
91,476
shares
|
$7.21 Million
1.63% of portfolio
|
Q3 2025
Added 14.46%
|