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 |
|---|---|---|---|---|---|
|
American Investment Services, Inc.
|
Nov 13, 2025 Q3 2025 |
563,355
shares
|
$45.6 Million
10.91% of portfolio
|
Q3 2025
Reduced 2.21%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
558,970
shares
|
$45.2 Million
0.2% of portfolio
|
Q3 2025
Added 22.02%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
555,444
shares
|
$44.9 Million
0.12% of portfolio
|
Q3 2025
Added 17.95%
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
554,924
shares
|
$44.9 Million
0.04% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
Nov 14, 2025 Q3 2025 |
554,153
shares
|
$44.8 Million
1.64% of portfolio
|
Q3 2025
Reduced 21.32%
|
|
|
Capital Planning Advisors, LLC
Sacramento, CA |
Nov 07, 2025 Q3 2025 |
547,323
shares
|
$44.3 Million
5.94% of portfolio
|
Q3 2025
Reduced 0.54%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
541,467
shares
|
$43.8 Million
0.62% of portfolio
|
Q3 2025
Added 5.46%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Oct 16, 2025 Q3 2025 |
516,830
shares
|
$41.8 Million
3.87% of portfolio
|
Q3 2025
Added 1.26%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
499,243
shares
|
$40.4 Million
0.98% of portfolio
|
Q3 2025
Added 30.06%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
493,386
shares
|
$39.9 Million
0.04% of portfolio
|
Q3 2024
Added 21.15%
|
|
|
Confluence Investment Management LLC
|
Oct 14, 2025 Q3 2025 |
488,393
shares
|
$39.5 Million
0.56% of portfolio
|
Q3 2025
Reduced 7.08%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Nov 12, 2025 Q3 2025 |
484,161
shares
|
$39.2 Million
1.29% of portfolio
|
Q3 2025
Added 3.07%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
476,389
shares
|
$38.5 Million
0.05% of portfolio
|
Q3 2025
Added 46.59%
|
|
|
Main Street Research LLC
Sausalito, CA |
Nov 13, 2025 Q3 2025 |
466,864
shares
|
$37.8 Million
2.02% of portfolio
|
Q3 2025
Added 4.1%
|
|
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
Oct 27, 2025 Q3 2025 |
466,647
shares
|
$37.8 Million
0.95% of portfolio
|
Q3 2025
Reduced 0.31%
|
|
|
Tradewinds Capital Management, LLC
|
Oct 21, 2025 Q3 2025 |
463,681
shares
|
$37.5 Million
8.01% of portfolio
|
Q3 2025
Added 0.56%
|
|
|
Nissay Asset Management Corp
Tokyo, M0 |
Nov 14, 2025 Q3 2025 |
446,941
shares
|
$36.2 Million
0.19% of portfolio
|
Q3 2025
Added 49.64%
|
|
|
Sns Financial Group, LLC
|
Nov 12, 2025 Q3 2025 |
437,944
shares
|
$35.4 Million
2.96% of portfolio
|
Q3 2025
Reduced 2.41%
|
|
|
Bangor Savings Bank
Bangor, ME |
Oct 27, 2025 Q3 2025 |
436,528
shares
|
$35.3 Million
2.79% of portfolio
|
Q3 2025
Added 2.74%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
430,206
shares
|
$34.8 Million
0.27% of portfolio
|
Q2 2023
Reduced 7.0%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Oct 21, 2025 Q3 2025 |
386,642
shares
|
$31.3 Million
5.11% of portfolio
|
Q3 2025
Reduced 12.23%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
369,561
shares
|
$29.9 Million
0.02% of portfolio
|
Q3 2025
Added 4.75%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
368,794
shares
|
$29.8 Million
5.07% of portfolio
|
Q3 2025
Reduced 0.97%
|
|
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
Aug 14, 2025 Q2 2025 |
360,915
shares
|
$29.2 Million
1.15% of portfolio
|
Q2 2025
Added 488.1%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
359,488
shares
|
$29.1 Million
0.05% of portfolio
|
Q3 2025
Added 2.7%
|
|