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 |
|---|---|---|---|---|---|
|
Sutton Place Investors LLC
Katonah, NY |
Apr 29, 2025 Q1 2025 |
7,443
shares
|
$491,535
0.32% of portfolio
|
Q1 2025
Added 79.61%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jul 09, 2025 Q2 2025 |
7,434
shares
|
$490,941
0.04% of portfolio
|
Q2 2025
Added 70.47%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
May 02, 2025 Q1 2025 |
7,300
shares
|
$482,092
0.04% of portfolio
|
Q1 2025
Reduced 21.51%
|
|
|
Intrua Financial, LLC
Houston, TX |
May 28, 2025 Q1 2025 |
7,202
shares
|
$475,620
0.07% of portfolio
|
Q2 2024
Reduced 1.8%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
7,157
shares
|
$472,648
0.01% of portfolio
|
Q1 2025
Reduced 58.09%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
7,101
shares
|
$468,950
0.05% of portfolio
|
Q3 2023
Reduced 0.85%
|
|
|
Belpointe Asset Management LLC
|
May 20, 2025 Q1 2025 |
7,090
shares
|
$468,223
0.03% of portfolio
|
Q1 2025
Added 11.41%
|
|
|
Fiduciary Trust CO
Boston, MA |
May 14, 2025 Q1 2025 |
6,864
shares
|
$453,298
0.01% of portfolio
|
Q1 2025
Reduced 6.82%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
6,713
shares
|
$443,326
0.0% of portfolio
|
Q1 2025
Added 71.25%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Apr 30, 2025 Q1 2025 |
6,668
shares
|
$440,354
0.03% of portfolio
|
Q1 2025
Reduced 8.18%
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
6,551
shares
|
$432,628
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Apr 28, 2025 Q1 2025 |
6,512
shares
|
$430,052
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Mkt Advisors LLC
Escondido, CA |
Apr 11, 2025 Q1 2025 |
6,402
shares
|
$422,788
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
6,312
shares
|
$416,844
0.0% of portfolio
|
Q1 2025
Reduced 0.27%
|
|
|
Hbw Advisory Services LLC
|
Jul 02, 2025 Q2 2025 |
6,272
shares
|
$414,202
0.06% of portfolio
|
Q2 2025
Added 20.04%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
6,210
shares
|
$410,108
0.0% of portfolio
|
Q4 2024
Reduced 15.65%
|
|
|
Lee Financial CO
Dallas, TX |
May 13, 2025 Q1 2025 |
6,188
shares
|
$408,655
0.06% of portfolio
|
Q1 2023
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
6,160
shares
|
$406,806
0.01% of portfolio
|
Q1 2025
Added 37.75%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Apr 29, 2025 Q1 2025 |
6,117
shares
|
$403,966
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Sound View Wealth Advisors Group, LLC
|
May 08, 2025 Q1 2025 |
6,105
shares
|
$403,174
0.03% of portfolio
|
Q1 2024
Reduced 1.44%
|
|
|
Access Investment Management LLC
Atlanta, GA |
Feb 04, 2025 Q4 2024 |
6,020
shares
|
$397,560
0.1% of portfolio
|
Q2 2024
Added 12.1%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
May 13, 2025 Q1 2025 |
6,010
shares
|
$396,900
0.09% of portfolio
|
Q1 2025
Added 36.5%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
5,949
shares
|
$392,871
0.03% of portfolio
|
Q1 2025
Added 8.94%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Apr 21, 2025 Q1 2025 |
5,947
shares
|
$392,739
0.24% of portfolio
|
Q1 2025
New holding
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
5,942
shares
|
$392,409
0.02% of portfolio
|
Q1 2025
Reduced 89.95%
|