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 |
|---|---|---|---|---|---|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Oct 23, 2025 Q3 2025 |
95,583
shares
|
$7.73 Million
0.59% of portfolio
|
Q3 2025
Reduced 4.37%
|
|
|
Pfg Private Wealth Management, LLC
|
Nov 06, 2025 Q3 2025 |
94,431
shares
|
$7.64 Million
3.49% of portfolio
|
Q3 2025
New holding
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Nov 06, 2025 Q3 2025 |
94,431
shares
|
$7.64 Million
3.22% of portfolio
|
Q3 2025
Reduced 0.95%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Nov 03, 2025 Q3 2025 |
92,623
shares
|
$7.49 Million
0.97% of portfolio
|
Q3 2025
Added 59.42%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
91,498
shares
|
$7.4 Million
0.2% of portfolio
|
Q3 2025
Added 9.43%
|
|
|
Baker Tilly Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
91,476
shares
|
$7.4 Million
1.63% of portfolio
|
Q3 2025
Added 14.46%
|
|
|
Detalus Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
91,003
shares
|
$7.36 Million
1.96% of portfolio
|
Q3 2025
Added 34.04%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Oct 28, 2025 Q3 2025 |
90,591
shares
|
$7.33 Million
0.73% of portfolio
|
Q3 2025
Added 8.92%
|
|
|
Archford Capital Strategies, LLC
|
Oct 17, 2025 Q3 2025 |
89,143
shares
|
$7.21 Million
0.91% of portfolio
|
Q3 2025
Reduced 13.59%
|
|
|
Element Pointe Advisors, LLC
Miami, FL |
Nov 12, 2025 Q3 2025 |
88,709
shares
|
$7.18 Million
1.47% of portfolio
|
Q3 2025
New holding
|
|
|
Flagship Harbor Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
88,707
shares
|
$7.18 Million
0.32% of portfolio
|
Q2 2024
Reduced 49.16%
|
|
|
Stapp Wealth Management, Pllc
Olympia, WA |
Oct 27, 2025 Q3 2025 |
87,847
shares
|
$7.11 Million
15.57% of portfolio
|
Q3 2025
Reduced 0.61%
|
|
|
Courier Capital LLC
|
Oct 29, 2025 Q3 2025 |
87,139
shares
|
$7.05 Million
0.39% of portfolio
|
Q3 2025
Added 5.16%
|
|
|
Team Financial Group, LLC
Temecula, CA |
Oct 06, 2025 Q3 2025 |
86,033
shares
|
$6.96 Million
3.05% of portfolio
|
Q3 2025
Reduced 3.31%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
85,259
shares
|
$6.9 Million
0.52% of portfolio
|
Q2 2024
Added 2.14%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
84,478
shares
|
$6.83 Million
0.02% of portfolio
|
Q3 2025
Added 15.13%
|
|
|
Glenview Trust CO
Louisville, KY |
Nov 07, 2025 Q3 2025 |
84,100
shares
|
$6.8 Million
0.11% of portfolio
|
Q3 2025
Added 1.04%
|
|
|
Kwb Wealth
Redlands, CA |
Oct 07, 2025 Q3 2025 |
83,878
shares
|
$6.79 Million
0.73% of portfolio
|
Q3 2025
Added 8.07%
|
|
|
Bright Financial Advisors, Inc.
Portage, MI |
Nov 10, 2025 Q3 2025 |
82,834
shares
|
$6.7 Million
3.1% of portfolio
|
Q3 2025
Added 19.57%
|
|
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
Oct 22, 2025 Q3 2025 |
81,014
shares
|
$6.55 Million
4.06% of portfolio
|
Q3 2025
Added 0.81%
|
|
|
Jnba Financial Advisors
|
Oct 28, 2025 Q3 2025 |
80,364
shares
|
$6.5 Million
0.56% of portfolio
|
Q3 2025
Reduced 10.64%
|
|
|
Upper Left Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
78,811
shares
|
$6.38 Million
3.99% of portfolio
|
Q3 2025
Reduced 2.73%
|
|
|
Certior Financial Group, LLC
King Of Prussia, PA |
Oct 31, 2025 Q3 2025 |
78,772
shares
|
$6.37 Million
4.0% of portfolio
|
Q3 2025
Added 19.84%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
78,374
shares
|
$6.34 Million
0.05% of portfolio
|
Q3 2025
Added 2.24%
|
|
|
Financial Life Advisors
|
Nov 03, 2025 Q3 2025 |
76,294
shares
|
$6.17 Million
1.91% of portfolio
|
Q3 2025
Added 4.83%
|
|