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 616 institutions that hold shares in the stock, with a total of 131 Million shares, which have been reported (via 13F filing form) to have a value of $8.63 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Sumitomo Mitsui Trust Holdings, Inc.
|
Apr 25, 2025 Q1 2025 |
14,596,294
shares
|
$960 Million
0.66% of portfolio
|
Q1 2025
Added 12.28%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
7,014,152
shares
|
$461 Million
0.03% of portfolio
|
Q4 2024
Added 5.81%
|
|
|
Evoke Wealth, LLC
|
Feb 10, 2025 Q4 2024 |
6,604,327
shares
|
$434 Million
9.56% of portfolio
|
Q4 2024
Added 0.72%
|
|
|
Wealthsimple Inc.
Toronto, A6 |
Nov 08, 2022 Q3 2022 |
5,859,730
shares
|
$385 Million
7.19% of portfolio
|
Q3 2022
Added 2.32%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
May 05, 2025 Q1 2025 |
5,727,352
shares
|
$377 Million
9.99% of portfolio
|
Q1 2025
Reduced 0.3%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
4,683,654
shares
|
$308 Million
0.02% of portfolio
|
Q3 2024
Reduced 65.74%
|
|
|
Asset Management One Co., Ltd.
|
Apr 23, 2025 Q1 2025 |
4,004,390
shares
|
$263 Million
0.88% of portfolio
|
Q1 2025
Added 6.99%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
3,640,212
shares
|
$239 Million
19.14% of portfolio
|
Q3 2022
Added 3.58%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
3,562,518
shares
|
$234 Million
0.04% of portfolio
|
Q4 2024
Added 2.13%
|
|
|
State Street Corp
Boston, MA |
Feb 14, 2025 Q4 2024 |
3,062,838
shares
|
$201 Million
0.01% of portfolio
|
Q4 2024
Reduced 5.09%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Apr 28, 2025 Q1 2025 |
2,729,216
shares
|
$180 Million
0.1% of portfolio
|
Q1 2025
Added 55.32%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
2,715,752
shares
|
$179 Million
0.07% of portfolio
|
Q1 2025
Added 23.61%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
2,092,817
shares
|
$138 Million
0.03% of portfolio
|
Q4 2024
Added 12.25%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
2,070,717
shares
|
$136 Million
0.11% of portfolio
|
Q4 2024
Reduced 3.29%
|
|
|
Strategic Financial Services, Inc,
Utica, NY |
Feb 11, 2025 Q4 2024 |
1,621,215
shares
|
$107 Million
5.05% of portfolio
|
Q4 2024
Reduced 0.76%
|
|
|
3 Edge Asset Management, LP
|
May 01, 2025 Q1 2025 |
1,547,097
shares
|
$102 Million
7.64% of portfolio
|
Q1 2025
Reduced 20.08%
|
|
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
Apr 28, 2025 Q1 2025 |
1,402,610
shares
|
$92.2 Million
0.9% of portfolio
|
Q1 2025
Added 8.02%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Feb 14, 2025 Q4 2024 |
1,375,700
shares
|
$90.5 Million
1.05% of portfolio
|
Q4 2024
Reduced 3.98%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Feb 14, 2025 Q4 2024 |
1,322,501
shares
|
$87 Million
0.64% of portfolio
|
Q4 2024
Reduced 14.88%
|
|
|
Greenline Partners, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
1,302,178
shares
|
$85.6 Million
9.55% of portfolio
|
Q4 2024
Reduced 11.52%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
1,301,675
shares
|
$85.6 Million
1.05% of portfolio
|
Q2 2024
Reduced 6.07%
|
|
|
Cohen & Steers, Inc.
New York, NY |
Feb 13, 2025 Q4 2024 |
1,277,264
shares
|
$84 Million
0.13% of portfolio
|
Q4 2024
Reduced 1.64%
|
|
|
Hollow Brook Wealth Management LLC
|
Feb 12, 2025 Q4 2024 |
1,172,215
shares
|
$77.1 Million
18.94% of portfolio
|
Q4 2024
Added 0.87%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
1,124,194
shares
|
$73.9 Million
0.84% of portfolio
|
Q4 2024
Reduced 1.84%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
1,121,616
shares
|
$73.8 Million
0.01% of portfolio
|
Q4 2024
Added 7.35%
|