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 |
|---|---|---|---|---|---|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Nov 12, 2025 Q3 2025 |
358,715
shares
|
$29 Million
8.63% of portfolio
|
Q3 2025
Reduced 9.63%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
341,919
shares
|
$27.7 Million
0.04% of portfolio
|
Q3 2025
Added 8.34%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
331,050
shares
|
$26.8 Million
0.03% of portfolio
|
Q3 2025
Added 29.63%
|
|
|
Quadrature Capital LTD
London, X0 |
Nov 13, 2025 Q3 2025 |
329,436
shares
|
$26.7 Million
0.3% of portfolio
|
Q3 2025
Reduced 45.22%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
322,731
shares
|
$26.1 Million
0.05% of portfolio
|
Q3 2025
Reduced 4.73%
|
|
|
January Capital Advisors LLC
|
Aug 05, 2022 Q2 2022 |
311,912
shares
|
$25.2 Million
9.94% of portfolio
|
Q2 2022
Reduced 0.01%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
299,160
shares
|
$24.2 Million
0.01% of portfolio
|
Q3 2024
Reduced 54.96%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
299,009
shares
|
$24.2 Million
3.16% of portfolio
|
Q1 2024
Reduced 15.56%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
298,625
shares
|
$24.2 Million
0.03% of portfolio
|
Q3 2025
Added 51.73%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
282,645
shares
|
$22.9 Million
0.04% of portfolio
|
Q3 2025
Added 26.73%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Nov 05, 2025 Q3 2025 |
276,759
shares
|
$22.4 Million
3.53% of portfolio
|
Q3 2025
Added 2.89%
|
|
|
Mcmorgan & CO LLC
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
266,857
shares
|
$21.6 Million
3.43% of portfolio
|
Q3 2025
Reduced 6.91%
|
|
|
Brandywine Oak Private Wealth LLC
|
Oct 30, 2025 Q3 2025 |
257,933
shares
|
$20.9 Million
1.72% of portfolio
|
Q3 2025
Reduced 6.69%
|
|
|
Nav Point Financial, Inc.
Prior Lake, MN |
Oct 09, 2025 Q3 2025 |
253,560
shares
|
$20.5 Million
10.17% of portfolio
|
Q3 2025
Reduced 1.09%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
251,757
shares
|
$20.4 Million
0.29% of portfolio
|
Q3 2025
Added 132.17%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
251,640
shares
|
$20.4 Million
0.31% of portfolio
|
Q3 2025
Reduced 2.82%
|
|
|
Peak Financial Advisors LLC
|
Oct 08, 2025 Q3 2025 |
249,333
shares
|
$20.2 Million
11.84% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
248,182
shares
|
$20.1 Million
0.06% of portfolio
|
Q3 2025
Added 19.96%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Nov 03, 2025 Q3 2025 |
247,700
shares
|
$20 Million
0.06% of portfolio
|
Q3 2025
Added 11.98%
|
|
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
Oct 24, 2025 Q3 2025 |
245,215
shares
|
$19.8 Million
9.78% of portfolio
|
Q3 2025
Added 7.75%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
241,337
shares
|
$19.5 Million
0.14% of portfolio
|
Q3 2025
Added 42.39%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 04, 2025 Q3 2025 |
236,985
shares
|
$19.2 Million
0.24% of portfolio
|
Q3 2025
Added 21.61%
|
|
|
Coco Enterprises, LLC
Whitefish, MT |
Nov 07, 2025 Q3 2025 |
236,351
shares
|
$19.1 Million
9.78% of portfolio
|
Q3 2025
Reduced 0.14%
|
|
|
Timber Creek Capital Management LLC
|
Nov 07, 2025 Q3 2025 |
224,139
shares
|
$18.1 Million
4.39% of portfolio
|
Q3 2025
Reduced 0.55%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Oct 22, 2025 Q3 2025 |
222,584
shares
|
$18 Million
2.52% of portfolio
|
Q3 2025
Added 4.5%
|
|