World Gold Trust GLDM Institutional Ownership

NYSE GLDM
$78.79 -1.06 (-1.32%)
At close: Oct 29, 2026 · 4:00 PM EDT

Institutions by Trading Activity

910 Institutions
Increased 514 56.5%
Unchanged 134 14.7%
Reduced 262 28.8%

Ownership Statistics

13F · as of 30 Jun, 2026
Institutional Ownership
51.07%
▲+0.85 pp QoQ
Shares Held by Institutions
174.77Mn
of 342.25Mn outstanding
▲+7.18% QoQ
Shares Outstanding
342.25Mn
167.48Mn held outside 13F filers
Institutional Investors
910
filed 13F for Jun 2026
▲+12 vs prior quarter
Net Shares Added (QoQ)
+11.71Mn
accumulated since last quarter
Value of Holdings
$13.77Bn
reported market value

Shares Owned by Institutions

Shares held % of outstanding
Latest —
Average ownership —
Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed
Latest quarter —
Net over range —
Accumulating quarters —

Ownership Summary

World Gold Trust (NYSE:GLDM) had 909 institutional holders reporting a position on Form 13F for the quarter ended June 30, 2026.

Form 13F Holdings

912 Institutional Holders

Report period 30 Jun, 2026
Total shares held 174.77Mn
Of outstanding 51.07%
Download Data
# Institution CIK Shares Held % of Outstanding Change (QoQ) Change (%) Value (USD)
1 Sumitomo Mitsui Trust Group, Inc. 0001475365 20,057,308 5.86% ▲1,462,902 +7.87% $1.59Bn
2 Wells Fargo & Company/Mn 0000072971 10,614,311 3.10% ▲1,108,757 +11.66% $842.99Mn
3 Morgan Stanley 0000895421 8,429,598 2.46% ▼377,410 -4.29% $669.48Mn
4 SBI Okasan Asset Management Co.Ltd. 0001535128 7,865,470 2.30% ▲6,016,060 +325.30% $624.91Mn
5 MAI Capital Management 0001040197 7,497,358 2.19% ▲7,478,109 +38,849.34% $595.44Mn
6 Bank Of America Corp /De/ 0000070858 7,179,195 2.10% ▲507,383 +7.60% $570.17Mn
7 Empower Advisory Group, LLC 0001978885 6,581,765 1.92% ▲630,753 +10.60% $522.72Mn
8 State Street Corp 0000093751 3,992,972 1.17% ▲499,040 +14.28% $317.12Mn
9 Resona Asset Management Co.,Ltd. 0001944142 3,708,700 1.08% ▲472,400 +14.60% $294.66Mn
10 LPL Financial LLC 0001403438 3,371,974 0.99% ▲349,567 +11.57% $267.80Mn
11 Cassaday & Co Wealth Management LLC 0001963612 3,334,702 0.97% ▲6,342 +0.19% $264.84Mn
12 UBS Group AG 0001610520 3,215,193 0.94% ▲143,119 +4.66% $255.35Mn
13 Ameriprise Financial Inc 0000820027 2,752,229 0.80% ▲38,642 +1.42% $219.93Mn
14 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 0001079935 2,531,014 0.74% ▲177,505 +7.54% $201.01Mn
15 Sumitomo Mitsui DS Asset Management Company, Ltd 0001411530 2,108,788 0.62% ▲505,278 +31.51% $167.48Mn
16 Cerity Partners LLC 0001566475 2,003,763 0.59% ▲736,302 +58.09% $159.14Mn
17 PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0001007280 1,985,600 0.58% ▲469,000 +30.92% $157.70Mn
18 Stifel Financial Corp 0000720672 1,866,900 0.55% ▲439,820 +30.82% $148.27Mn
19 HighTower Advisors, LLC 0001462245 1,770,810 0.52% ▲183,878 +11.59% $140.64Mn
20 Prudential Financial Inc 0001137774 1,751,574 0.51% ▲71,620 +4.26% $139.11Mn