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 |
|---|---|---|---|---|---|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
Oct 27, 2025 Q3 2025 |
18,477,937
shares
|
$1.49 Billion
0.84% of portfolio
|
Q3 2025
Added 26.59%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
8,618,409
shares
|
$697 Million
0.04% of portfolio
|
Q3 2025
Added 8.73%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
7,367,296
shares
|
$596 Million
0.04% of portfolio
|
Q3 2025
Added 28.55%
|
|
|
Evoke Wealth, LLC
|
Nov 14, 2025 Q3 2025 |
7,251,662
shares
|
$587 Million
11.22% of portfolio
|
Q3 2025
Added 3.15%
|
|
|
Wealthsimple Inc.
Toronto, A6 |
Nov 08, 2022 Q3 2022 |
5,859,730
shares
|
$474 Million
7.19% of portfolio
|
Q3 2022
Added 2.32%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 14, 2025 Q3 2025 |
5,655,394
shares
|
$458 Million
1.2% of portfolio
|
Q3 2025
Added 10.27%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
5,128,107
shares
|
$415 Million
0.08% of portfolio
|
Q3 2025
Added 17.86%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
3,640,212
shares
|
$294 Million
19.14% of portfolio
|
Q3 2022
Added 3.58%
|
|
|
Asset Management One Co., Ltd.
|
Oct 22, 2025 Q3 2025 |
3,417,965
shares
|
$277 Million
0.78% of portfolio
|
Q3 2025
Reduced 15.72%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Nov 07, 2025 Q3 2025 |
3,407,765
shares
|
$276 Million
6.03% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
3,315,804
shares
|
$268 Million
0.04% of portfolio
|
Q3 2025
Added 8.48%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
3,021,531
shares
|
$244 Million
0.07% of portfolio
|
Q3 2025
Added 13.92%
|
|
|
State Street Corp
Boston, MA |
Nov 14, 2025 Q3 2025 |
2,702,828
shares
|
$219 Million
0.01% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
3 Edge Asset Management, LP
|
Oct 30, 2025 Q3 2025 |
2,700,196
shares
|
$218 Million
12.52% of portfolio
|
Q3 2025
Added 22.09%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
2,667,185
shares
|
$216 Million
0.05% of portfolio
|
Q3 2025
Added 9.78%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Nov 04, 2025 Q3 2025 |
2,539,966
shares
|
$205 Million
0.11% of portfolio
|
Q3 2025
Reduced 20.05%
|
|
|
Evergreen Quality Fund Gp, Ltd.
Grand Cayman, E9 |
Nov 14, 2025 Q3 2025 |
2,212,715
shares
|
$179 Million
4.11% of portfolio
|
Q3 2025
Added 45.54%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
2,007,616
shares
|
$162 Million
0.23% of portfolio
|
Q3 2025
Added 466.12%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
1,843,134
shares
|
$149 Million
0.13% of portfolio
|
Q3 2025
Added 5.25%
|
|
|
Mizuho Bank, Ltd.
Tokyo, M0 |
Nov 13, 2025 Q3 2025 |
1,802,000
shares
|
$146 Million
15.29% of portfolio
|
Q3 2025
New holding
|
|
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
Oct 31, 2025 Q3 2025 |
1,739,000
shares
|
$141 Million
0.65% of portfolio
|
Q3 2025
Added 34.26%
|
|
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
Oct 24, 2025 Q3 2025 |
1,652,710
shares
|
$134 Million
1.05% of portfolio
|
Q3 2025
Added 7.63%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
1,514,666
shares
|
$123 Million
0.01% of portfolio
|
Q3 2025
Added 10.26%
|
|
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
Nov 14, 2025 Q3 2025 |
1,450,190
shares
|
$117 Million
0.2% of portfolio
|
Q3 2025
Added 7.88%
|
|
|
Strategic Financial Services, Inc,
Utica, NY |
Nov 14, 2025 Q3 2025 |
1,397,914
shares
|
$113 Million
5.42% of portfolio
|
Q3 2025
Added 0.59%
|
|