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 |
|---|---|---|---|---|---|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 03, 2025 Q3 2025 |
70,554
shares
|
$5.56 Million
0.04% of portfolio
|
Q3 2025
Reduced 12.45%
|
|
|
Bright Financial Advisors, Inc.
Portage, MI |
Jul 16, 2025 Q2 2025 |
69,276
shares
|
$5.46 Million
2.52% of portfolio
|
Q2 2025
Added 1.17%
|
|
|
Forvis Wealth Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
68,851
shares
|
$5.43 Million
0.11% of portfolio
|
Q3 2025
Reduced 1.83%
|
|
|
Seven Post Investment Office LP
San Francisco, CA |
Oct 30, 2025 Q3 2025 |
68,825
shares
|
$5.43 Million
1.9% of portfolio
|
Q2 2025
Reduced 0.36%
|
|
|
Royal Harbor Partners, LLC
|
Oct 22, 2025 Q3 2025 |
67,011
shares
|
$5.29 Million
2.33% of portfolio
|
Q3 2025
Added 4.09%
|
|
|
Segment Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
66,528
shares
|
$5.25 Million
0.32% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Jul 31, 2025 Q2 2025 |
66,500
shares
|
$5.24 Million
0.09% of portfolio
|
Q2 2025
Reduced 2.92%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 12, 2025 Q2 2025 |
66,399
shares
|
$5.24 Million
0.2% of portfolio
|
Q2 2025
Added 4.12%
|
|
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
Aug 08, 2025 Q2 2025 |
66,375
shares
|
$5.23 Million
0.49% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Jul 18, 2025 Q2 2025 |
66,077
shares
|
$5.21 Million
2.83% of portfolio
|
Q2 2025
Reduced 0.6%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
65,110
shares
|
$5.14 Million
0.08% of portfolio
|
Q3 2025
Added 9.26%
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
Nov 05, 2025 Q3 2025 |
63,111
shares
|
$4.98 Million
3.07% of portfolio
|
Q3 2025
Reduced 1.25%
|
|
|
Ndvr, Inc.
Boston, MA |
Oct 22, 2025 Q3 2025 |
62,736
shares
|
$4.95 Million
4.0% of portfolio
|
Q4 2024
New holding
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
62,365
shares
|
$4.92 Million
0.07% of portfolio
|
Q3 2025
Reduced 38.33%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
60,406
shares
|
$4.76 Million
0.06% of portfolio
|
Q3 2025
Reduced 2.54%
|
|
|
Scotia Capital Inc.
|
Aug 13, 2025 Q2 2025 |
60,134
shares
|
$4.74 Million
0.02% of portfolio
|
Q2 2025
Added 69.11%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
59,973
shares
|
$4.73 Million
0.06% of portfolio
|
Q2 2025
Added 36.84%
|
|
|
Baker Ellis Asset Management LLC
|
Oct 23, 2025 Q3 2025 |
59,880
shares
|
$4.72 Million
0.59% of portfolio
|
Q3 2025
Added 5.05%
|
|
|
Adviser Investments LLC
|
Aug 06, 2025 Q2 2025 |
59,518
shares
|
$4.69 Million
0.05% of portfolio
|
Q2 2025
Added 74.72%
|
|
|
Kraematon Investment Advisors, Inc
|
Jul 22, 2025 Q2 2025 |
59,204
shares
|
$4.67 Million
3.91% of portfolio
|
Q2 2025
Added 0.95%
|
|
|
Joseph Group Capital Management
Columbus, OH |
Oct 23, 2025 Q3 2025 |
59,195
shares
|
$4.67 Million
1.38% of portfolio
|
Q3 2025
Reduced 2.01%
|
|
|
Compass Wealth Management, Llc/Ga
Atlanta, GA |
Aug 14, 2025 Q2 2025 |
58,965
shares
|
$4.65 Million
2.07% of portfolio
|
Q2 2025
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
57,570
shares
|
$4.54 Million
1.59% of portfolio
|
Q2 2025
Added 5.99%
|
|
|
Entrewealth, LLC
Austin, TX |
Aug 05, 2025 Q2 2025 |
57,499
shares
|
$4.53 Million
2.61% of portfolio
|
Q2 2025
Added 2.53%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Jul 25, 2025 Q2 2025 |
57,280
shares
|
$4.52 Million
1.28% of portfolio
|
Q2 2025
Reduced 23.55%
|