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 |
|---|---|---|---|---|---|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
153,999
shares
|
$12.5 Million
0.02% of portfolio
|
Q3 2025
Added 18.5%
|
|
|
Buck Wealth Strategies, LLC
Denver, CO |
Nov 04, 2025 Q3 2025 |
152,647
shares
|
$12.3 Million
1.66% of portfolio
|
Q3 2025
Added 9.06%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
152,520
shares
|
$12.3 Million
0.06% of portfolio
|
Q3 2025
Added 4.64%
|
|
|
R. W. Roge & Company, Inc.
Bohemia, NY |
Oct 24, 2025 Q3 2025 |
145,566
shares
|
$11.8 Million
5.71% of portfolio
|
Q3 2025
Added 4.51%
|
|
|
Plum Street Advisors, LLC
New Orleans, LA |
Nov 13, 2025 Q3 2025 |
141,493
shares
|
$11.4 Million
4.18% of portfolio
|
Q3 2025
New holding
|
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
140,415
shares
|
$11.4 Million
1.61% of portfolio
|
Q3 2023
New holding
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 07, 2025 Q3 2025 |
139,845
shares
|
$11.3 Million
0.12% of portfolio
|
Q3 2025
Added 3.82%
|
|
|
Sterling Investment Advisors, Ltd.
|
Oct 28, 2025 Q3 2025 |
136,425
shares
|
$11 Million
2.28% of portfolio
|
Q3 2025
Reduced 0.23%
|
|
|
Wealth Advisory Solutions, LLC
|
Oct 27, 2025 Q3 2025 |
135,802
shares
|
$11 Million
2.53% of portfolio
|
Q3 2025
Added 3.74%
|
|
|
Cardinal Strategic Wealth Guidance
|
Oct 22, 2025 Q3 2025 |
134,792
shares
|
$10.9 Million
2.82% of portfolio
|
Q3 2025
Added 6.68%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Oct 14, 2025 Q3 2025 |
133,593
shares
|
$10.8 Million
1.78% of portfolio
|
Q3 2025
Reduced 1.2%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
133,029
shares
|
$10.8 Million
2.29% of portfolio
|
Q4 2024
Added 1.73%
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
Nov 07, 2025 Q3 2025 |
130,421
shares
|
$10.6 Million
3.2% of portfolio
|
Q3 2025
Added 2.73%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2025 Q3 2025 |
129,129
shares
|
$10.4 Million
0.29% of portfolio
|
Q3 2025
Added 4.4%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
126,691
shares
|
$10.2 Million
0.67% of portfolio
|
Q3 2025
Added 200.39%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Nov 14, 2025 Q3 2025 |
121,808
shares
|
$9.85 Million
0.06% of portfolio
|
Q3 2025
Added 22.73%
|
|
|
Hudson Capital Management LLC
|
Oct 21, 2025 Q3 2025 |
121,660
shares
|
$9.84 Million
2.56% of portfolio
|
Q3 2025
Reduced 4.4%
|
|
|
Stratos Wealth Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
120,546
shares
|
$9.75 Million
0.47% of portfolio
|
Q3 2025
Reduced 0.87%
|
|
|
Chatham Capital Group, Inc.
|
Oct 15, 2025 Q3 2025 |
120,341
shares
|
$9.74 Million
1.39% of portfolio
|
Q3 2025
Added 0.85%
|
|
|
Stone X Group Inc.
|
Nov 14, 2025 Q3 2025 |
117,442
shares
|
$9.5 Million
0.39% of portfolio
|
Q3 2025
New holding
|
|
|
Horst & Graben Wealth Management LLC
|
Oct 15, 2025 Q3 2025 |
114,645
shares
|
$9.27 Million
1.53% of portfolio
|
Q3 2025
Added 53.97%
|
|
|
Aifg Consultants Ltd.
Halfmoon, NY |
Oct 14, 2025 Q3 2025 |
114,374
shares
|
$9.25 Million
15.42% of portfolio
|
Q3 2025
Reduced 11.35%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 28, 2025 Q3 2025 |
112,613
shares
|
$9.11 Million
1.41% of portfolio
|
Q3 2025
Added 16.57%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
112,387
shares
|
$9.09 Million
0.02% of portfolio
|
Q3 2025
Added 36.83%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
111,989
shares
|
$9.06 Million
0.11% of portfolio
|
Q3 2025
New holding
|
|