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 650 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 |
|---|---|---|---|---|---|
|
Myecfo, LLC
La Jolla, CA |
Jul 11, 2025 Q2 2025 |
20,358
shares
|
$1.34 Million
0.65% of portfolio
|
Q2 2025
Added 3.25%
|
|
|
Astoria Portfolio Advisors Llc.
|
Apr 25, 2025 Q1 2025 |
20,131
shares
|
$1.33 Million
0.48% of portfolio
|
Q1 2025
Reduced 23.43%
|
|
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
Apr 23, 2025 Q1 2025 |
20,098
shares
|
$1.33 Million
0.55% of portfolio
|
Q1 2025
New holding
|
|
|
Diligent Investors, LLC
|
Apr 10, 2025 Q1 2025 |
19,711
shares
|
$1.3 Million
0.33% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Nwam LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
19,461
shares
|
$1.29 Million
0.11% of portfolio
|
Q1 2025
Added 39.69%
|
|
|
Caitlin John, LLC
Brighton, MI |
Jul 14, 2025 Q2 2025 |
19,402
shares
|
$1.28 Million
1.16% of portfolio
|
Q2 2025
Added 72.26%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
May 15, 2025 Q1 2025 |
19,280
shares
|
$1.27 Million
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
19,075
shares
|
$1.26 Million
0.05% of portfolio
|
Q1 2025
Added 57.27%
|
|
|
Amg National Trust Bank
|
May 05, 2025 Q1 2025 |
19,070
shares
|
$1.26 Million
0.03% of portfolio
|
Q1 2025
Added 200.79%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
May 14, 2025 Q1 2025 |
19,045
shares
|
$1.26 Million
0.17% of portfolio
|
Q1 2025
Reduced 7.35%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
18,869
shares
|
$1.25 Million
0.01% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
18,724
shares
|
$1.24 Million
0.0% of portfolio
|
Q1 2025
Added 99.4%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
May 05, 2025 Q1 2025 |
18,561
shares
|
$1.23 Million
0.2% of portfolio
|
Q1 2025
Added 35.82%
|
|
|
M1 Capital Management LLC
Bloomfield Hills, MI |
May 06, 2025 Q1 2025 |
18,467
shares
|
$1.22 Million
0.71% of portfolio
|
Q1 2025
New holding
|
|
|
Theory Financial LLC
Fort Collins, CO |
May 02, 2025 Q1 2025 |
18,422
shares
|
$1.22 Million
0.5% of portfolio
|
Q1 2025
Added 95.11%
|
|
|
S. R. Schill & Associates
Mercer Island, WA |
Jul 02, 2025 Q2 2025 |
18,258
shares
|
$1.21 Million
0.88% of portfolio
|
Q2 2025
Reduced 2.59%
|
|
|
Kendall Capital Management
|
Apr 25, 2025 Q1 2025 |
18,237
shares
|
$1.2 Million
0.34% of portfolio
|
Q1 2025
Added 5.13%
|
|
|
Thrive Capital Management, LLC
Fort Washington, PA |
Apr 30, 2025 Q1 2025 |
18,146
shares
|
$1.2 Million
0.51% of portfolio
|
Q1 2025
Reduced 33.76%
|
|
|
Prosperity Consulting Group, LLC
|
May 07, 2025 Q1 2025 |
17,633
shares
|
$1.16 Million
0.09% of portfolio
|
Q1 2025
Reduced 16.75%
|
|
|
Pecaut & Co.
|
May 02, 2025 Q1 2025 |
17,604
shares
|
$1.16 Million
0.39% of portfolio
|
Q1 2025
Added 54.91%
|
|
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
Apr 15, 2025 Q1 2025 |
17,501
shares
|
$1.16 Million
0.89% of portfolio
|
Q1 2025
Reduced 2.33%
|
|
|
Cx Institutional
|
Jul 11, 2025 Q2 2025 |
17,411
shares
|
$1.15 Million
0.04% of portfolio
|
Q2 2025
Reduced 11.82%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Apr 16, 2025 Q1 2025 |
16,804
shares
|
$1.11 Million
0.14% of portfolio
|
Q1 2025
Added 50.3%
|
|
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
Apr 11, 2025 Q1 2025 |
16,604
shares
|
$1.1 Million
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
16,575
shares
|
$1.09 Million
0.0% of portfolio
|
Q1 2025
Added 5.85%
|