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 |
|---|---|---|---|---|---|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Oct 28, 2025 Q3 2025 |
90,591
shares
|
$7.14 Million
0.73% of portfolio
|
Q3 2025
Added 8.92%
|
|
|
Archford Capital Strategies, LLC
|
Oct 17, 2025 Q3 2025 |
89,143
shares
|
$7.03 Million
0.91% of portfolio
|
Q3 2025
Reduced 13.59%
|
|
|
Flagship Harbor Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
88,707
shares
|
$7 Million
0.32% of portfolio
|
Q3 2025
Added 682.8%
|
|
|
Stapp Wealth Management, Pllc
Olympia, WA |
Oct 27, 2025 Q3 2025 |
87,847
shares
|
$6.93 Million
15.57% of portfolio
|
Q3 2025
Reduced 0.61%
|
|
|
Courier Capital LLC
|
Oct 29, 2025 Q3 2025 |
87,139
shares
|
$6.87 Million
0.39% of portfolio
|
Q3 2025
Added 5.16%
|
|
|
Team Financial Group, LLC
Temecula, CA |
Oct 06, 2025 Q3 2025 |
86,033
shares
|
$6.79 Million
3.05% of portfolio
|
Q3 2025
Reduced 3.31%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
85,259
shares
|
$6.72 Million
0.52% of portfolio
|
Q2 2024
Added 2.14%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
84,478
shares
|
$6.66 Million
0.02% of portfolio
|
Q3 2025
Added 15.13%
|
|
|
Kwb Wealth
Redlands, CA |
Oct 07, 2025 Q3 2025 |
83,878
shares
|
$6.62 Million
0.73% of portfolio
|
Q3 2025
Added 8.07%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
83,613
shares
|
$6.59 Million
0.16% of portfolio
|
Q2 2025
Added 24.84%
|
|
|
Glenview Trust CO
Louisville, KY |
Aug 14, 2025 Q2 2025 |
83,235
shares
|
$6.56 Million
0.1% of portfolio
|
Q2 2025
Reduced 30.26%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
82,139
shares
|
$6.48 Million
0.01% of portfolio
|
Q2 2025
Added 20.36%
|
|
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
Oct 22, 2025 Q3 2025 |
81,014
shares
|
$6.39 Million
4.06% of portfolio
|
Q3 2025
Added 0.81%
|
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
Jul 23, 2025 Q2 2025 |
80,881
shares
|
$6.38 Million
4.05% of portfolio
|
Q2 2025
Reduced 0.61%
|
|
|
Jnba Financial Advisors
|
Oct 28, 2025 Q3 2025 |
80,364
shares
|
$6.34 Million
0.56% of portfolio
|
Q3 2025
Reduced 10.64%
|
|
|
Upper Left Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
78,811
shares
|
$6.22 Million
3.99% of portfolio
|
Q3 2025
Reduced 2.73%
|
|
|
Certior Financial Group, LLC
King Of Prussia, PA |
Oct 31, 2025 Q3 2025 |
78,772
shares
|
$6.21 Million
4.0% of portfolio
|
Q3 2025
Added 19.84%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
76,654
shares
|
$6.05 Million
0.04% of portfolio
|
Q2 2025
Added 2.63%
|
|
|
Financial Life Advisors
|
Nov 03, 2025 Q3 2025 |
76,294
shares
|
$6.02 Million
1.91% of portfolio
|
Q3 2025
Added 4.83%
|
|
|
Financial Guidance Group, Inc.
|
Nov 05, 2025 Q3 2025 |
76,222
shares
|
$6.01 Million
3.05% of portfolio
|
Q3 2025
Added 1.36%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
75,332
shares
|
$5.94 Million
0.12% of portfolio
|
Q2 2025
Reduced 37.7%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
75,232
shares
|
$5.93 Million
0.06% of portfolio
|
Q2 2025
Added 112.65%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
74,672
shares
|
$5.89 Million
0.02% of portfolio
|
Q2 2025
Added 1.36%
|
|
|
Cabot Wealth Management Inc
|
Oct 31, 2025 Q3 2025 |
72,196
shares
|
$5.69 Million
0.61% of portfolio
|
Q3 2025
Added 3.19%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
70,831
shares
|
$5.59 Million
0.04% of portfolio
|
Q3 2023
Reduced 1.2%
|