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 |
|---|---|---|---|---|---|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
98,330
shares
|
$6.49 Million
0.35% of portfolio
|
Q1 2025
Added 2.55%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
98,325
shares
|
$6.49 Million
0.1% of portfolio
|
Q1 2025
Reduced 0.72%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
98,081
shares
|
$6.48 Million
0.44% of portfolio
|
Q4 2024
New holding
|
|
|
Horst & Graben Wealth Management LLC
|
Apr 29, 2025 Q1 2025 |
98,047
shares
|
$6.48 Million
1.15% of portfolio
|
Q1 2025
Added 89.63%
|
|
|
Money Concepts Capital Corp
|
Apr 24, 2025 Q1 2025 |
95,854
shares
|
$6.33 Million
0.48% of portfolio
|
Q1 2025
Reduced 2.7%
|
|
|
Purus Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
95,173
shares
|
$6.29 Million
2.61% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Walkner Condon Financial Advisors LLC
|
Apr 22, 2025 Q1 2025 |
95,111
shares
|
$6.28 Million
1.22% of portfolio
|
Q1 2025
Added 12.84%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
94,335
shares
|
$6.23 Million
0.01% of portfolio
|
Q1 2025
Reduced 33.87%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
May 14, 2025 Q1 2025 |
91,876
shares
|
$6.07 Million
0.58% of portfolio
|
Q1 2025
Added 5.83%
|
|
|
Abound Financial, LLC
Granite Bay, CA |
Apr 29, 2025 Q1 2025 |
91,194
shares
|
$6.02 Million
2.86% of portfolio
|
Q1 2025
Added 9.33%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Jul 11, 2025 Q2 2025 |
90,744
shares
|
$5.99 Million
1.28% of portfolio
|
Q2 2025
New holding
|
|
|
Avos Capital Management, LLC
Seattle, WA |
May 12, 2025 Q1 2025 |
90,425
shares
|
$5.97 Million
3.69% of portfolio
|
Q1 2025
New holding
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
89,829
shares
|
$5.93 Million
0.01% of portfolio
|
Q1 2025
Added 186.67%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
87,927
shares
|
$5.81 Million
0.03% of portfolio
|
Q1 2025
Added 410.02%
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
87,860
shares
|
$5.8 Million
2.06% of portfolio
|
Q1 2025
Added 46.0%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
85,259
shares
|
$5.63 Million
0.52% of portfolio
|
Q2 2024
Added 2.14%
|
|
|
Team Financial Group, LLC
Temecula, CA |
Apr 22, 2025 Q1 2025 |
84,214
shares
|
$5.56 Million
3.01% of portfolio
|
Q1 2025
Added 13.66%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
83,824
shares
|
$5.54 Million
0.03% of portfolio
|
Q1 2025
Added 174.81%
|
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
Apr 17, 2025 Q1 2025 |
81,375
shares
|
$5.37 Million
3.89% of portfolio
|
Q1 2025
Reduced 0.63%
|
|
|
Upper Left Wealth Management, LLC
|
Jul 07, 2025 Q2 2025 |
81,021
shares
|
$5.35 Million
3.74% of portfolio
|
Q2 2025
Reduced 5.87%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Apr 25, 2025 Q1 2025 |
80,784
shares
|
$5.33 Million
0.63% of portfolio
|
Q1 2025
Added 3.92%
|
|
|
Cardinal Strategic Wealth Guidance
|
May 01, 2025 Q1 2025 |
80,642
shares
|
$5.33 Million
1.6% of portfolio
|
Q1 2025
New holding
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
80,466
shares
|
$5.31 Million
0.01% of portfolio
|
Q1 2025
Added 2.44%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
80,224
shares
|
$5.3 Million
0.04% of portfolio
|
Q1 2025
Reduced 23.21%
|
|
|
Baker Tilly Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
79,918
shares
|
$5.28 Million
1.92% of portfolio
|
Q2 2025
Added 22.35%
|