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 |
|---|---|---|---|---|---|
|
Financial Guidance Group, Inc.
|
Nov 05, 2025 Q3 2025 |
76,222
shares
|
$6.17 Million
3.05% of portfolio
|
Q3 2025
Added 1.36%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
75,340
shares
|
$6.1 Million
0.02% of portfolio
|
Q3 2025
Added 0.89%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
75,332
shares
|
$6.09 Million
0.12% of portfolio
|
Q2 2025
Reduced 37.7%
|
|
|
Cabot Wealth Management Inc
|
Oct 31, 2025 Q3 2025 |
72,196
shares
|
$5.84 Million
0.61% of portfolio
|
Q3 2025
Added 3.19%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
70,831
shares
|
$5.73 Million
0.04% of portfolio
|
Q3 2023
Reduced 1.2%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 03, 2025 Q3 2025 |
70,554
shares
|
$5.71 Million
0.04% of portfolio
|
Q3 2025
Reduced 12.45%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Nov 10, 2025 Q3 2025 |
70,188
shares
|
$5.68 Million
0.23% of portfolio
|
Q3 2025
Added 5.71%
|
|
|
Essex Financial Services, Inc.
|
Nov 07, 2025 Q3 2025 |
69,613
shares
|
$5.63 Million
0.34% of portfolio
|
Q3 2025
Added 39.37%
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Nov 06, 2025 Q3 2025 |
69,428
shares
|
$5.62 Million
3.18% of portfolio
|
Q3 2025
Added 5.07%
|
|
|
Forvis Wealth Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
68,851
shares
|
$5.57 Million
0.11% of portfolio
|
Q3 2025
Reduced 1.83%
|
|
|
Seven Post Investment Office LP
San Francisco, CA |
Oct 30, 2025 Q3 2025 |
68,825
shares
|
$5.57 Million
1.9% of portfolio
|
Q2 2025
Reduced 0.36%
|
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
Nov 07, 2025 Q3 2025 |
67,611
shares
|
$5.47 Million
3.64% of portfolio
|
Q3 2025
Reduced 16.41%
|
|
|
Royal Harbor Partners, LLC
|
Oct 22, 2025 Q3 2025 |
67,011
shares
|
$5.42 Million
2.33% of portfolio
|
Q3 2025
Added 4.09%
|
|
|
Segment Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
66,528
shares
|
$5.38 Million
0.32% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
66,025
shares
|
$5.34 Million
0.0% of portfolio
|
Q3 2025
Added 155.31%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
65,633
shares
|
$5.31 Million
0.04% of portfolio
|
Q3 2025
Added 96.48%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
65,110
shares
|
$5.27 Million
0.08% of portfolio
|
Q3 2025
Added 9.26%
|
|
|
Entrewealth, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
64,811
shares
|
$5.24 Million
2.55% of portfolio
|
Q3 2025
Added 12.72%
|
|
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
Nov 07, 2025 Q3 2025 |
64,050
shares
|
$5.18 Million
0.53% of portfolio
|
Q3 2025
Reduced 3.5%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
64,009
shares
|
$5.18 Million
0.07% of portfolio
|
Q3 2025
Added 6.73%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
63,927
shares
|
$5.17 Million
0.08% of portfolio
|
Q3 2025
Added 16.71%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Nov 12, 2025 Q3 2025 |
63,400
shares
|
$5.13 Million
0.1% of portfolio
|
Q3 2025
Reduced 4.66%
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
Nov 05, 2025 Q3 2025 |
63,111
shares
|
$5.11 Million
3.07% of portfolio
|
Q3 2025
Reduced 1.25%
|
|
|
Ndvr, Inc.
Boston, MA |
Oct 22, 2025 Q3 2025 |
62,736
shares
|
$5.08 Million
4.0% of portfolio
|
Q4 2024
New holding
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
62,365
shares
|
$5.05 Million
0.07% of portfolio
|
Q3 2025
Reduced 38.33%
|
|