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 |
|---|---|---|---|---|---|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
825
shares
|
$54,483
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
814
shares
|
$53,756
0.0% of portfolio
|
Q1 2025
Added 730.61%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
804
shares
|
$53,096
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
735
shares
|
$48,539
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Studio Investment Management LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
700
shares
|
$46,228
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bulwark Capital Corp
Fernandina Beach, FL |
Jul 09, 2025 Q2 2025 |
671
shares
|
$44,312
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
662
shares
|
$43,718
0.0% of portfolio
|
Q2 2023
Reduced 6.76%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
655
shares
|
$43,256
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Trust CO Of Vermont
|
Apr 24, 2025 Q1 2025 |
628
shares
|
$41,473
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Iag Wealth Partners, LLC
|
Apr 16, 2025 Q1 2025 |
617
shares
|
$40,746
0.01% of portfolio
|
Q1 2025
Added 45.18%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
561
shares
|
$37,048
0.0% of portfolio
|
Q2 2025
Added 1022.0%
|
|
|
Flp Wealth Management, LLC
Bentonville, AR |
Jul 14, 2025 Q4 2024 |
554
shares
|
$36,586
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
532
shares
|
$35,133
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
511
shares
|
$33,746
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
May 15, 2025 Q1 2025 |
500
shares
|
$33,020
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
476
shares
|
$31,435
0.0% of portfolio
|
Q1 2025
Reduced 98.38%
|
|
|
Asset Planning,Inc
Cypress, CA |
May 08, 2025 Q1 2025 |
474
shares
|
$31,302
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
473
shares
|
$31,236
0.0% of portfolio
|
Q1 2025
Added 476.83%
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
472
shares
|
$31,170
0.01% of portfolio
|
Q1 2025
Added 102.58%
|
|
|
Plante Moran Financial Advisors, LLC
|
May 08, 2025 Q1 2025 |
449
shares
|
$29,651
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Financial Management Professionals, Inc.
|
Apr 10, 2025 Q1 2025 |
420
shares
|
$27,736
0.0% of portfolio
|
Q2 2024
Added 1.2%
|
|
|
Banque Transatlantique Sa
Paris, I0 |
May 15, 2025 Q1 2025 |
415
shares
|
$27,406
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
366
shares
|
$24,170
0.0% of portfolio
|
Q4 2024
Added 0.55%
|
|
|
Costello Asset Management, Inc
|
May 09, 2025 Q1 2025 |
304
shares
|
$20,076
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
303
shares
|
$20,010
0.0% of portfolio
|
Q1 2024
Added 17.44%
|