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 |
|---|---|---|---|---|---|
|
Avos Capital Management, LLC
Seattle, WA |
Nov 13, 2025 Q3 2025 |
110,641
shares
|
$8.95 Million
3.95% of portfolio
|
Q3 2025
Added 14.92%
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Nov 18, 2025 Q3 2025 |
108,563
shares
|
$8.78 Million
5.68% of portfolio
|
Q3 2025
Reduced 8.41%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
107,195
shares
|
$8.67 Million
0.03% of portfolio
|
Q3 2025
Added 103.13%
|
|
|
Managed Asset Portfolios, LLC
Rochester, MI |
Nov 12, 2025 Q3 2025 |
107,016
shares
|
$8.66 Million
1.08% of portfolio
|
Q3 2025
Reduced 1.21%
|
|
|
Palladiem, LLC
|
Dec 08, 2023 Q3 2023 |
106,820
shares
|
$8.64 Million
4.4% of portfolio
|
Q3 2023
Added 16.14%
|
|
|
Abound Financial, LLC
Granite Bay, CA |
Nov 04, 2025 Q3 2025 |
105,603
shares
|
$8.54 Million
3.23% of portfolio
|
Q3 2025
Reduced 11.05%
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
105,572
shares
|
$8.54 Million
0.06% of portfolio
|
Q3 2025
Added 49.54%
|
|
|
Amj Financial Wealth Management
Leesburg, VA |
Nov 10, 2025 Q3 2025 |
105,484
shares
|
$8.53 Million
1.98% of portfolio
|
Q3 2025
Reduced 3.59%
|
|
|
Versant Capital Management, Inc
|
Oct 27, 2025 Q3 2025 |
105,386
shares
|
$8.53 Million
1.14% of portfolio
|
Q3 2025
Reduced 9.46%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
104,763
shares
|
$8.48 Million
0.04% of portfolio
|
Q2 2025
Reduced 2.97%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 14, 2025 Q3 2025 |
104,702
shares
|
$8.47 Million
0.27% of portfolio
|
Q3 2025
Reduced 0.99%
|
|
|
Zhang Financial LLC
|
Nov 10, 2025 Q3 2025 |
104,513
shares
|
$8.46 Million
0.33% of portfolio
|
Q3 2025
Reduced 0.36%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 14, 2025 Q3 2025 |
100,658
shares
|
$8.14 Million
0.5% of portfolio
|
Q3 2025
Added 10.81%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Oct 07, 2025 Q3 2025 |
100,325
shares
|
$8.12 Million
1.47% of portfolio
|
Q3 2025
Added 10.56%
|
|
|
Us Financial Advisors, LLC
Braintree, MA |
May 08, 2025 Q1 2025 |
99,628
shares
|
$8.06 Million
1.82% of portfolio
|
Q1 2025
New holding
|
|
|
Purus Wealth Management, LLC
|
Oct 24, 2025 Q3 2025 |
99,500
shares
|
$8.05 Million
2.56% of portfolio
|
Q3 2025
Added 3.38%
|
|
|
Inspirion Wealth Advisors, LLC
|
Oct 06, 2025 Q3 2025 |
98,375
shares
|
$7.96 Million
0.97% of portfolio
|
Q3 2025
Reduced 5.0%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
98,081
shares
|
$7.93 Million
0.44% of portfolio
|
Q4 2024
New holding
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Nov 05, 2025 Q3 2025 |
97,867
shares
|
$7.92 Million
1.03% of portfolio
|
Q3 2025
Added 33.21%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
97,126
shares
|
$7.86 Million
0.76% of portfolio
|
Q3 2025
Added 5.58%
|
|
|
Fiducient Advisors LLC
|
Oct 30, 2025 Q3 2025 |
96,619
shares
|
$7.82 Million
0.88% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Oct 09, 2025 Q3 2025 |
96,581
shares
|
$7.81 Million
1.14% of portfolio
|
Q3 2025
Reduced 10.91%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
96,407
shares
|
$7.8 Million
1.14% of portfolio
|
Q3 2025
Added 62.56%
|
|
|
Pfg Advisors
|
Nov 12, 2025 Q3 2025 |
96,120
shares
|
$7.78 Million
0.32% of portfolio
|
Q3 2025
Reduced 11.66%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 03, 2025 Q3 2025 |
95,927
shares
|
$7.76 Million
2.46% of portfolio
|
Q3 2025
Added 31.81%
|
|