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 |
|---|---|---|---|---|---|
|
Money Concepts Capital Corp
|
Aug 14, 2025 Q2 2025 |
84,972
shares
|
$5.65 Million
0.4% of portfolio
|
Q2 2025
Reduced 11.35%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
83,613
shares
|
$5.56 Million
0.16% of portfolio
|
Q2 2025
Added 24.84%
|
|
|
Glenview Trust CO
Louisville, KY |
Aug 14, 2025 Q2 2025 |
83,235
shares
|
$5.53 Million
0.1% of portfolio
|
Q2 2025
Reduced 30.26%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jul 25, 2025 Q2 2025 |
83,169
shares
|
$5.53 Million
0.63% of portfolio
|
Q2 2025
Added 2.95%
|
|
|
Courier Capital LLC
|
Jul 28, 2025 Q2 2025 |
82,864
shares
|
$5.51 Million
0.33% of portfolio
|
Q2 2025
Added 7.38%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
82,139
shares
|
$5.46 Million
0.01% of portfolio
|
Q2 2025
Added 20.36%
|
|
|
Upper Left Wealth Management, LLC
|
Jul 07, 2025 Q2 2025 |
81,021
shares
|
$5.39 Million
3.74% of portfolio
|
Q2 2025
Reduced 5.87%
|
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
Jul 23, 2025 Q2 2025 |
80,881
shares
|
$5.38 Million
4.05% of portfolio
|
Q2 2025
Reduced 0.61%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
80,583
shares
|
$5.36 Million
0.04% of portfolio
|
Q2 2025
Added 0.45%
|
|
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
Aug 01, 2025 Q2 2025 |
80,364
shares
|
$5.34 Million
3.71% of portfolio
|
Q2 2025
Reduced 22.53%
|
|
|
Baker Tilly Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
79,918
shares
|
$5.31 Million
1.92% of portfolio
|
Q2 2025
Added 22.35%
|
|
|
Kwb Wealth
Redlands, CA |
Jul 16, 2025 Q2 2025 |
77,617
shares
|
$5.16 Million
0.6% of portfolio
|
Q2 2025
Added 90.14%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
76,654
shares
|
$5.1 Million
0.04% of portfolio
|
Q2 2025
Added 2.63%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
75,332
shares
|
$5.01 Million
0.12% of portfolio
|
Q2 2025
Reduced 37.7%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
75,232
shares
|
$5 Million
0.06% of portfolio
|
Q2 2025
Added 112.65%
|
|
|
Financial Guidance Group, Inc.
|
Jul 29, 2025 Q2 2025 |
75,196
shares
|
$5 Million
2.79% of portfolio
|
Q2 2025
Added 2.69%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
74,672
shares
|
$4.96 Million
0.02% of portfolio
|
Q2 2025
Added 1.36%
|
|
|
Horst & Graben Wealth Management LLC
|
Jul 28, 2025 Q2 2025 |
74,458
shares
|
$4.95 Million
0.89% of portfolio
|
Q2 2025
Reduced 24.06%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Aug 11, 2025 Q2 2025 |
73,470
shares
|
$4.88 Million
0.71% of portfolio
|
Q2 2025
Added 41.45%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
73,375
shares
|
$4.88 Million
0.01% of portfolio
|
Q2 2025
Reduced 8.81%
|
|
|
Financial Life Advisors
|
Jul 23, 2025 Q2 2025 |
72,781
shares
|
$4.84 Million
1.66% of portfolio
|
Q2 2025
Added 29.31%
|
|
|
Tidemark, LLC
San Diego, CA |
Aug 11, 2025 Q2 2025 |
72,776
shares
|
$4.84 Million
1.64% of portfolio
|
Q2 2025
Reduced 17.17%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
70,831
shares
|
$4.71 Million
0.04% of portfolio
|
Q3 2023
Reduced 1.2%
|
|
|
Q3 Asset Management
|
May 01, 2025 Q1 2025 |
70,690
shares
|
$4.7 Million
2.99% of portfolio
|
Q1 2025
New holding
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
70,596
shares
|
$4.69 Million
0.04% of portfolio
|
Q2 2025
Reduced 16.7%
|