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 649 institutions that hold shares in the stock, with a total of 142 Million shares, which have been reported (via 13F filing form) to have a value of $9.36 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
May 14, 2025 Q1 2025 |
30,820
shares
|
$2.04 Million
0.42% of portfolio
|
Q1 2025
Added 99.86%
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Apr 08, 2025 Q1 2025 |
30,805
shares
|
$2.03 Million
1.11% of portfolio
|
Q1 2025
Reduced 49.08%
|
|
|
Cambridge Associates LLC
Boston, MA |
May 15, 2025 Q1 2025 |
30,631
shares
|
$2.02 Million
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Black Diamond Wealth Management Inc.
|
May 13, 2025 Q1 2025 |
29,919
shares
|
$1.98 Million
1.53% of portfolio
|
Q1 2025
Added 68.1%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
29,897
shares
|
$1.97 Million
0.2% of portfolio
|
Q2 2025
Reduced 27.67%
|
|
|
Capital Management Associates, Inc
Minneapolis, MN |
Apr 29, 2025 Q1 2025 |
29,450
shares
|
$1.94 Million
0.41% of portfolio
|
Q1 2025
Added 106.3%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
29,395
shares
|
$1.94 Million
0.13% of portfolio
|
Q2 2023
Reduced 0.43%
|
|
|
Advisory Alpha, LLC
|
May 19, 2025 Q1 2025 |
29,215
shares
|
$1.93 Million
0.06% of portfolio
|
Q1 2025
Reduced 90.71%
|
|
|
Brown Financial Advisors
Milford, OH |
May 12, 2025 Q1 2025 |
28,931
shares
|
$1.91 Million
0.74% of portfolio
|
Q1 2025
Reduced 3.61%
|
|
|
Leo Wealth, LLC
Hurst, TX |
May 02, 2025 Q1 2025 |
28,908
shares
|
$1.91 Million
0.26% of portfolio
|
Q1 2025
Reduced 16.74%
|
|
|
Forbes J M & CO LLP
|
May 06, 2025 Q1 2025 |
28,711
shares
|
$1.9 Million
0.18% of portfolio
|
Q2 2023
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
28,416
shares
|
$1.88 Million
0.02% of portfolio
|
Q1 2025
Added 75.49%
|
|
|
Robinson Value Management, Ltd.
San Antonio, TX |
May 07, 2025 Q1 2025 |
27,767
shares
|
$1.83 Million
1.22% of portfolio
|
Q1 2025
Added 5.21%
|
|
|
Sargent Investment Group, LLC
|
May 05, 2025 Q1 2025 |
27,730
shares
|
$1.83 Million
0.28% of portfolio
|
Q1 2025
Added 20.49%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
27,616
shares
|
$1.82 Million
0.07% of portfolio
|
Q1 2025
Added 77.39%
|
|
|
Aspetuck Financial Management LLC
Westport, CT |
Apr 23, 2025 Q1 2025 |
27,189
shares
|
$1.8 Million
1.45% of portfolio
|
Q4 2024
Added 3.4%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
27,039
shares
|
$1.79 Million
0.05% of portfolio
|
Q1 2025
Added 5.87%
|
|
|
Pds Planning, Inc
|
Apr 23, 2025 Q1 2025 |
26,930
shares
|
$1.78 Million
0.14% of portfolio
|
Q1 2025
Reduced 0.45%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
May 13, 2025 Q1 2025 |
26,067
shares
|
$1.72 Million
0.03% of portfolio
|
Q2 2024
Reduced 1.49%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
25,966
shares
|
$1.71 Million
0.1% of portfolio
|
Q1 2025
Reduced 30.4%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
25,937
shares
|
$1.71 Million
0.07% of portfolio
|
Q2 2025
Reduced 23.66%
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
25,500
shares
|
$1.68 Million
0.04% of portfolio
|
Q1 2022
New holding
|
|
|
Biltmore Family Office, LLC
|
May 12, 2025 Q1 2025 |
25,126
shares
|
$1.66 Million
0.28% of portfolio
|
Q1 2025
New holding
|
|
|
Patten Group, Inc.
|
May 14, 2025 Q1 2025 |
24,853
shares
|
$1.64 Million
0.36% of portfolio
|
Q1 2025
Added 77.22%
|
|
|
Choate Investment Advisors
Boston, MA |
May 14, 2025 Q1 2025 |
24,808
shares
|
$1.64 Million
0.04% of portfolio
|
Q1 2025
Added 124.95%
|