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 |
|---|---|---|---|---|---|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
3,938
shares
|
$260,065
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
May 07, 2025 Q1 2025 |
3,900
shares
|
$257,556
0.13% of portfolio
|
Q1 2025
Added 387.5%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
3,873
shares
|
$255,772
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 30, 2025 Q1 2025 |
3,804
shares
|
$251,216
0.01% of portfolio
|
Q4 2024
Added 3.84%
|
|
|
Bristlecone Advisors, LLC
|
May 12, 2025 Q1 2025 |
3,740
shares
|
$246,989
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Paragon Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
3,738
shares
|
$246,857
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Apr 22, 2025 Q1 2025 |
3,697
shares
|
$244,149
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
May 14, 2025 Q1 2025 |
3,665
shares
|
$242,036
0.02% of portfolio
|
Q1 2025
Reduced 24.21%
|
|
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
Apr 28, 2025 Q1 2025 |
3,659
shares
|
$241,640
0.23% of portfolio
|
Q1 2025
New holding
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
May 02, 2025 Q1 2025 |
3,630
shares
|
$239,725
0.22% of portfolio
|
Q1 2025
New holding
|
|
|
Barnett & Company, Inc.
|
May 12, 2025 Q1 2025 |
3,571
shares
|
$235,828
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
May 05, 2025 Q1 2025 |
3,514
shares
|
$232,064
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Jul 11, 2025 Q2 2025 |
3,498
shares
|
$231,007
0.2% of portfolio
|
Q2 2025
Reduced 35.72%
|
|
|
Tranquility Partners, LLC
|
Apr 24, 2025 Q1 2025 |
3,383
shares
|
$223,413
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
May 12, 2025 Q1 2025 |
3,373
shares
|
$222,752
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
3,371
shares
|
$222,620
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Fulton Breakefield Broenniman LLC
|
May 01, 2025 Q1 2025 |
3,285
shares
|
$216,941
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Apr 29, 2025 Q1 2025 |
3,281
shares
|
$216,677
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Long View Wealth Management
Atlanta, GA |
Jul 11, 2025 Q2 2025 |
3,267
shares
|
$215,752
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Professional Financial Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
3,262
shares
|
$215,422
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
3,237
shares
|
$213,771
0.01% of portfolio
|
Q1 2025
Added 25.71%
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Jul 14, 2025 Q2 2025 |
3,057
shares
|
$201,884
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
2,879
shares
|
$190,129
0.0% of portfolio
|
Q1 2025
Added 1.55%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
2,872
shares
|
$189,666
0.11% of portfolio
|
Q4 2024
Added 97.12%
|
|
|
Birch Capital Management, LLC
|
Apr 16, 2025 Q1 2025 |
2,740
shares
|
$180,949
0.09% of portfolio
|
Q1 2025
Reduced 54.42%
|