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 |
|---|---|---|---|---|---|
|
First Financial Corp
|
Oct 09, 2025 Q3 2025 |
76
shares
|
$6,148
0.0% of portfolio
|
Q3 2024
Reduced 56.82%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Nov 03, 2025 Q3 2025 |
70
shares
|
$5,663
0.0% of portfolio
|
Q1 2025
Reduced 6.67%
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
Nov 13, 2025 Q3 2025 |
69
shares
|
$5,582
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2025 Q3 2025 |
61
shares
|
$4,934
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
60
shares
|
$4,854
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 16, 2025 Q3 2025 |
60
shares
|
$4,854
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
56
shares
|
$4,530
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Toth Financial Advisory Corp
|
Oct 09, 2025 Q3 2025 |
55
shares
|
$4,449
0.0% of portfolio
|
Q3 2025
Added 27.91%
|
|
|
Moser Wealth Advisors, LLC
|
Jul 30, 2025 Q2 2025 |
53
shares
|
$4,287
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Oct 24, 2025 Q3 2025 |
50
shares
|
$4,045
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
50
shares
|
$4,045
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Nov 12, 2025 Q3 2025 |
50
shares
|
$4,045
0.0% of portfolio
|
Q2 2024
Reduced 42.53%
|
|
|
Ogorek Anthony Joseph
|
Nov 04, 2025 Q3 2025 |
49
shares
|
$3,964
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Oct 27, 2025 Q3 2025 |
45
shares
|
$3,640
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 28, 2025 Q3 2025 |
44
shares
|
$3,559
0.0% of portfolio
|
Q1 2025
Added 1000.0%
|
|
|
Webster Bank, N. A.
|
Oct 23, 2025 Q3 2025 |
32
shares
|
$2,588
0.0% of portfolio
|
Q2 2025
Reduced 84.62%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
29
shares
|
$2,346
0.0% of portfolio
|
Q2 2025
Added 93.33%
|
|
|
Hillsdale Investment Management Inc.
Toronto, A6 |
Nov 10, 2025 Q3 2025 |
28
shares
|
$2,265
0.0% of portfolio
|
Q3 2025
Added 3.7%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
26
shares
|
$2,103
0.0% of portfolio
|
Q3 2025
Added 420.0%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2025 Q3 2025 |
25
shares
|
$2,022
0.0% of portfolio
|
Q4 2024
Reduced 99.37%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 10, 2025 Q3 2025 |
23
shares
|
$1,860
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
21
shares
|
$1,698
0.0% of portfolio
|
Q3 2025
Reduced 79.81%
|
|
|
Tompkins Financial Corp
|
Oct 08, 2025 Q3 2025 |
20
shares
|
$1,618
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
17
shares
|
$1,375
0.0% of portfolio
|
Q3 2025
Reduced 15.0%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 12, 2025 Q3 2025 |
16
shares
|
$1,294
0.0% of portfolio
|
Q3 2025
New holding
|
|