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 |
|---|---|---|---|---|---|
|
Northern Trust Corp
Chicago, IL |
May 13, 2025 Q1 2025 |
5,871
shares
|
$387,720
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
May 13, 2025 Q1 2025 |
5,860
shares
|
$386,994
0.15% of portfolio
|
Q1 2025
Added 99.46%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jul 10, 2025 Q2 2025 |
5,840
shares
|
$385,673
0.05% of portfolio
|
Q2 2025
Added 26.3%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
5,766
shares
|
$380,786
0.0% of portfolio
|
Q1 2025
Added 24.97%
|
|
|
Heritage Investors Management Corp
|
May 05, 2025 Q1 2025 |
5,685
shares
|
$375,437
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Victory Capital Management Inc
|
May 02, 2025 Q1 2025 |
5,635
shares
|
$372,135
0.0% of portfolio
|
Q1 2025
Added 25.17%
|
|
|
West End Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
5,635
shares
|
$372,135
0.01% of portfolio
|
Q1 2025
Added 25.17%
|
|
|
Wealth Management Solutions, LLC
|
Oct 25, 2023 Q3 2023 |
5,633
shares
|
$372,003
0.14% of portfolio
|
Q3 2023
Reduced 30.55%
|
|
|
Appleton Partners Inc
|
Apr 22, 2025 Q1 2025 |
5,628
shares
|
$371,673
0.03% of portfolio
|
Q1 2025
Added 0.79%
|
|
|
Beacon Financial Advisory LLC
|
Apr 24, 2025 Q1 2025 |
5,572
shares
|
$367,974
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Washington Trust CO
|
Apr 25, 2025 Q1 2025 |
5,554
shares
|
$366,786
0.01% of portfolio
|
Q1 2025
Reduced 49.38%
|
|
|
Shore Haven Wealth Partners, LLC
|
May 06, 2025 Q1 2025 |
5,450
shares
|
$359,918
0.18% of portfolio
|
Q4 2024
Reduced 2.71%
|
|
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
Apr 17, 2025 Q1 2025 |
5,348
shares
|
$353,181
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Jul 07, 2025 Q2 2025 |
5,331
shares
|
$352,059
0.17% of portfolio
|
Q2 2025
Added 26.57%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
5,283
shares
|
$348,889
0.01% of portfolio
|
Q1 2025
Reduced 36.07%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
5,250
shares
|
$346,710
0.01% of portfolio
|
Q1 2025
Reduced 32.42%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
May 06, 2025 Q1 2025 |
5,236
shares
|
$345,785
0.25% of portfolio
|
Q1 2025
New holding
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
5,128
shares
|
$338,653
0.0% of portfolio
|
Q1 2025
Added 1.81%
|
|
|
Selective Wealth Management, Inc.
|
Jul 10, 2025 Q2 2025 |
5,111
shares
|
$337,530
0.12% of portfolio
|
Q2 2025
Added 13.96%
|
|
|
Kaizen Financial Strategies
|
Apr 08, 2025 Q1 2025 |
5,073
shares
|
$335,020
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
5,062
shares
|
$334,294
0.02% of portfolio
|
Q1 2025
Added 2.53%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
5,042
shares
|
$332,973
0.0% of portfolio
|
Q1 2025
Added 107.66%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Apr 30, 2025 Q1 2025 |
5,028
shares
|
$332,049
0.12% of portfolio
|
Q1 2025
Added 0.64%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
4,888
shares
|
$322,803
0.02% of portfolio
|
Q1 2025
Added 12.65%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
4,875
shares
|
$321,945
0.0% of portfolio
|
Q3 2022
Reduced 9.3%
|