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 |
|---|---|---|---|---|---|
|
Forvis Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
70,131
shares
|
$4.66 Million
0.1% of portfolio
|
Q2 2025
Added 4.26%
|
|
|
Cabot Wealth Management Inc
|
Jul 31, 2025 Q2 2025 |
69,966
shares
|
$4.65 Million
0.55% of portfolio
|
Q2 2025
Added 2.91%
|
|
|
Bright Financial Advisors, Inc.
Portage, MI |
Jul 16, 2025 Q2 2025 |
69,276
shares
|
$4.6 Million
2.52% of portfolio
|
Q2 2025
Added 1.17%
|
|
|
Seven Post Investment Office LP
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
68,825
shares
|
$4.57 Million
1.7% of portfolio
|
Q2 2025
Reduced 0.36%
|
|
|
Detalus Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
67,894
shares
|
$4.51 Million
1.39% of portfolio
|
Q2 2025
Reduced 1.97%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Jul 31, 2025 Q2 2025 |
66,500
shares
|
$4.42 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
|
$4.41 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
|
$4.41 Million
0.49% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
Segment Wealth Management, LLC
|
Jul 21, 2025 Q2 2025 |
66,259
shares
|
$4.4 Million
0.29% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Jul 18, 2025 Q2 2025 |
66,077
shares
|
$4.39 Million
2.83% of portfolio
|
Q2 2025
Reduced 0.6%
|
|
|
Certior Financial Group, LLC
King Of Prussia, PA |
Aug 13, 2025 Q2 2025 |
65,730
shares
|
$4.37 Million
3.21% of portfolio
|
Q2 2025
Added 38.5%
|
|
|
Royal Harbor Partners, LLC
|
Aug 08, 2025 Q2 2025 |
64,376
shares
|
$4.28 Million
2.14% of portfolio
|
Q2 2025
New holding
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
Aug 05, 2025 Q2 2025 |
63,907
shares
|
$4.25 Million
2.78% of portfolio
|
Q2 2025
Reduced 2.88%
|
|
|
Ndvr, Inc.
Boston, MA |
Aug 12, 2025 Q2 2025 |
62,736
shares
|
$4.17 Million
3.85% of portfolio
|
Q4 2024
New holding
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
61,980
shares
|
$4.12 Million
0.06% of portfolio
|
Q2 2025
Reduced 5.52%
|
|
|
Joseph Group Capital Management
Columbus, OH |
Aug 07, 2025 Q2 2025 |
60,412
shares
|
$4.02 Million
1.44% of portfolio
|
Q2 2025
Reduced 17.95%
|
|
|
Scotia Capital Inc.
|
Aug 13, 2025 Q2 2025 |
60,134
shares
|
$4 Million
0.02% of portfolio
|
Q2 2025
Added 69.11%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
59,973
shares
|
$3.99 Million
0.06% of portfolio
|
Q2 2025
Added 36.84%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
59,590
shares
|
$3.96 Million
0.07% of portfolio
|
Q2 2025
Added 9.52%
|
|
|
Adviser Investments LLC
|
Aug 06, 2025 Q2 2025 |
59,518
shares
|
$3.96 Million
0.05% of portfolio
|
Q2 2025
Added 74.72%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
59,304
shares
|
$3.94 Million
0.65% of portfolio
|
Q2 2025
Reduced 28.69%
|
|
|
Kraematon Investment Advisors, Inc
|
Jul 22, 2025 Q2 2025 |
59,204
shares
|
$3.94 Million
3.91% of portfolio
|
Q2 2025
Added 0.95%
|
|
|
Compass Wealth Management, Llc/Ga
Atlanta, GA |
Aug 14, 2025 Q2 2025 |
58,965
shares
|
$3.92 Million
2.07% of portfolio
|
Q2 2025
New holding
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jul 17, 2025 Q2 2025 |
58,099
shares
|
$3.86 Million
0.57% of portfolio
|
Q2 2025
Reduced 26.54%
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
57,570
shares
|
$3.83 Million
1.59% of portfolio
|
Q2 2025
Added 5.99%
|