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 812 institutions that hold shares in the stock, with a total of 167 Million shares, which have been reported (via 13F filing form) to have a value of $13.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 10, 2025 Q3 2025 |
1,390,614
shares
|
$113 Million
0.02% of portfolio
|
Q3 2025
Added 3.1%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
1,342,697
shares
|
$109 Million
0.02% of portfolio
|
Q2 2025
Added 20.59%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
1,318,172
shares
|
$107 Million
0.12% of portfolio
|
Q3 2025
Added 5.41%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
1,301,675
shares
|
$105 Million
1.05% of portfolio
|
Q2 2024
Reduced 6.07%
|
|
|
Sei Investments CO
Oaks, PA |
Nov 13, 2025 Q3 2025 |
1,299,889
shares
|
$105 Million
0.11% of portfolio
|
Q3 2025
Added 10.03%
|
|
|
Hollow Brook Wealth Management LLC
|
Nov 14, 2025 Q3 2025 |
1,248,201
shares
|
$101 Million
23.2% of portfolio
|
Q3 2025
Added 3.14%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
1,203,258
shares
|
$97.3 Million
0.15% of portfolio
|
Q3 2025
Added 12.85%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
1,176,777
shares
|
$95.2 Million
0.03% of portfolio
|
Q3 2025
Added 21.85%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
1,129,521
shares
|
$91.4 Million
1.03% of portfolio
|
Q3 2025
Added 3.67%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Nov 14, 2025 Q3 2025 |
1,074,102
shares
|
$86.9 Million
0.19% of portfolio
|
Q3 2025
Added 13.45%
|
|
|
Cohen & Steers, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
1,008,438
shares
|
$81.6 Million
0.14% of portfolio
|
Q3 2025
Reduced 4.63%
|
|
|
Gradient Investments LLC
|
Oct 06, 2025 Q3 2025 |
992,839
shares
|
$80.3 Million
1.62% of portfolio
|
Q3 2025
Added 7.61%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
947,412
shares
|
$76.6 Million
0.64% of portfolio
|
Q2 2025
Reduced 13.56%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
914,495
shares
|
$74 Million
0.37% of portfolio
|
Q3 2025
Reduced 6.87%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
894,081
shares
|
$72.3 Million
0.02% of portfolio
|
Q3 2025
Added 17.59%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
889,714
shares
|
$72 Million
1.52% of portfolio
|
Q3 2025
Added 4.95%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
781,531
shares
|
$63.2 Million
0.18% of portfolio
|
Q3 2025
Added 508.43%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
737,533
shares
|
$59.7 Million
0.07% of portfolio
|
Q3 2025
Added 23.83%
|
|
|
Greenline Partners, LLC
New York, NY |
Nov 17, 2025 Q3 2025 |
736,637
shares
|
$59.6 Million
7.04% of portfolio
|
Q3 2025
Reduced 16.55%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
735,355
shares
|
$59.5 Million
0.44% of portfolio
|
Q3 2025
Added 14.27%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
724,725
shares
|
$58.6 Million
0.12% of portfolio
|
Q3 2025
Added 17.28%
|
|
|
Capitolis Liquid Global Markets LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
720,600
shares
|
$58.3 Million
0.45% of portfolio
|
Q3 2025
Added 1.92%
|
|
|
Van Eck Associates Corp
|
Nov 13, 2025 Q3 2025 |
671,036
shares
|
$54.3 Million
0.05% of portfolio
|
Q1 2025
Added 0.77%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Oct 14, 2025 Q3 2025 |
664,615
shares
|
$53.8 Million
3.36% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
Nepc LLC
Boston, MA |
Nov 14, 2025 Q3 2025 |
614,865
shares
|
$49.7 Million
1.25% of portfolio
|
Q3 2025
New holding
|
|