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 |
|---|---|---|---|---|---|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
May 07, 2025 Q1 2025 |
124,652
shares
|
$8.23 Million
2.82% of portfolio
|
Q1 2025
Added 17.29%
|
|
|
Chatham Capital Group, Inc.
|
Apr 10, 2025 Q1 2025 |
124,291
shares
|
$8.21 Million
1.3% of portfolio
|
Q1 2025
Reduced 1.17%
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Jun 27, 2025 Q1 2025 |
124,022
shares
|
$8.19 Million
4.94% of portfolio
|
Q1 2025
Reduced 1.21%
|
|
|
Advisor Resource Council
|
Apr 21, 2025 Q1 2025 |
123,790
shares
|
$8.18 Million
0.57% of portfolio
|
Q1 2025
New holding
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
May 12, 2025 Q1 2025 |
123,108
shares
|
$8.13 Million
0.67% of portfolio
|
Q1 2025
Reduced 2.92%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
120,921
shares
|
$7.99 Million
0.1% of portfolio
|
Q1 2025
Added 1.55%
|
|
|
Glenview Trust CO
Louisville, KY |
May 20, 2025 Q1 2025 |
119,355
shares
|
$7.88 Million
0.15% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Amj Financial Wealth Management
Leesburg, VA |
May 12, 2025 Q1 2025 |
118,391
shares
|
$7.82 Million
2.19% of portfolio
|
Q1 2025
Added 1.78%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
116,397
shares
|
$7.69 Million
1.2% of portfolio
|
Q2 2025
Reduced 6.48%
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
111,759
shares
|
$7.38 Million
0.4% of portfolio
|
Q1 2025
Added 665.94%
|
|
|
Managed Asset Portfolios, LLC
Rochester, MI |
May 12, 2025 Q1 2025 |
110,743
shares
|
$7.31 Million
1.0% of portfolio
|
Q1 2025
Reduced 2.52%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Apr 21, 2025 Q1 2025 |
110,611
shares
|
$7.3 Million
0.27% of portfolio
|
Q1 2025
Reduced 1.75%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Apr 23, 2025 Q1 2025 |
110,301
shares
|
$7.28 Million
1.16% of portfolio
|
Q1 2025
Added 13.64%
|
|
|
Main Street Financial Solutions, LLC
|
May 08, 2025 Q1 2025 |
109,004
shares
|
$7.2 Million
0.59% of portfolio
|
Q1 2025
New holding
|
|
|
Archford Capital Strategies, LLC
|
Apr 23, 2025 Q1 2025 |
107,988
shares
|
$7.13 Million
1.05% of portfolio
|
Q1 2025
Reduced 8.43%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
107,974
shares
|
$7.13 Million
0.04% of portfolio
|
Q1 2025
Added 1.28%
|
|
|
Palladiem, LLC
|
Dec 08, 2023 Q3 2023 |
106,820
shares
|
$7.05 Million
4.4% of portfolio
|
Q3 2023
Added 16.14%
|
|
|
Stapp Wealth Management, Pllc
Olympia, WA |
Apr 22, 2025 Q1 2025 |
104,724
shares
|
$6.92 Million
14.85% of portfolio
|
Q1 2025
Reduced 4.28%
|
|
|
Zhang Financial LLC
|
Apr 15, 2025 Q1 2025 |
104,289
shares
|
$6.89 Million
0.35% of portfolio
|
Q1 2025
Reduced 0.18%
|
|
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
May 14, 2025 Q1 2025 |
103,740
shares
|
$6.85 Million
4.31% of portfolio
|
Q1 2025
Reduced 1.43%
|
|
|
Inspirion Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
103,557
shares
|
$6.84 Million
0.93% of portfolio
|
Q2 2025
Added 0.93%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
May 20, 2025 Q1 2025 |
102,018
shares
|
$6.74 Million
0.25% of portfolio
|
Q1 2025
Added 124.66%
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Apr 22, 2025 Q1 2025 |
101,612
shares
|
$6.71 Million
3.41% of portfolio
|
Q1 2025
Added 2.29%
|
|
|
Jnba Financial Advisors
|
Apr 25, 2025 Q1 2025 |
100,282
shares
|
$6.62 Million
0.65% of portfolio
|
Q1 2025
Reduced 14.32%
|
|
|
Us Financial Advisors, LLC
Braintree, MA |
May 08, 2025 Q1 2025 |
99,628
shares
|
$6.58 Million
1.82% of portfolio
|
Q1 2025
New holding
|