WORLD GOLD TR (GLDM)
Institutional ownership reported to the SEC as of Q3 2026, across 27 quarters.
48
Reporting holders
$359.5M
Reported value
0.0%
Calls
0.0%
Puts
-869
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Gradient Investments LLC | $107.9M | 1,313,275 | 1.54% | 19q | -13.5%-$16.8M |
| Farther Finance Advisors, LLC | $97.7M | 1,188,672 | 0.69% | 16q | +64.4%+$38.3M |
| Bangor Savings Bank | $37.7M | 459,007 | 2.87% | 14q | -2.0%-$772.3K |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | $27.0M | 329,014 | 0.45% | 15q | -37.0%-$15.9M |
| CoreCap Advisors, LLC | $18.2M | 221,663 | 0.52% | 9q | +3.2%+$572.7K |
| INSPIRION WEALTH ADVISORS, LLC | $9.4M | 114,893 | 1.07% | 18q | -3.5%-$347.3K |
| Financial Enhancement Group LLC | $8.8M | 108,686 | 1.01% | 19q | +117.8%+$4.8M |
| Versant Capital Management, Inc | $8.5M | 103,614 | 0.73% | 19q | +9.4%+$728.4K |
| BAKER TILLY WEALTH MANAGEMENT, LLC | $8.1M | 98,042 | 1.58% | 18q | +4.0%+$313.5K |
| Roan Capital Partners | $4.7M | 56,837 | 3.42% | 3q | -7.6%-$386.8K |
| Stonebridge Financial Group, LLC | $4.1M | 50,206 | 0.30% | 5q | -2.3%-$98.7K |
| Apella Capital, LLC | $3.6M | 44,844 | 0.05% | 10q | -1.0%-$35.0K |
| American National Bank of Texas | $3.1M | 37,124 | 2.79% | 5q | +5.5%+$159.4K |
| LifeGoal Investments, LLC | $2.3M | 28,310 | 0.71% | 3q | +3.6%+$81.1K |
| McNaughton Wealth Management, LLC | $2.2M | 26,901 | 0.77% | 7q | +4.9%+$103.7K |
| YHB Investment Advisors, Inc. | $1.8M | 21,591 | 0.11% | 8q | +13.9%+$216.5K |
| Shira Ridge Wealth Management | $1.6M | 19,441 | 0.56% | 7q | -26.3%-$570.2K |
| Pathway Financial Advisors LLC | $1.4M | 16,965 | 0.15% | 19q | HELD |
| First Heartland Consultants, Inc. | $1.3M | 15,950 | 0.09% | 7q | +2.3%+$29.8K |
| FIRST FINANCIAL BANK - TRUST DIVISION | $1.2M | 15,176 | 0.09% | 6q | HELD |
| LEGACY SOLUTIONS, LLC | $805.6K | 9,803 | 0.62% | 3q | HELD |
| Wedmont Private Capital | $747.7K | 9,149 | 0.02% | 5q | -7.0%-$55.9K |
| TITLEIST ASSET MANAGEMENT, LLC | $703.2K | 8,557 | 0.05% | 3q | +29.0%+$158.3K |
| Balefire, LLC | $660.9K | 8,042 | 0.10% | 3q | +46.4%+$209.6K |
| Tactive Advisors, LLC | $622.1K | 7,570 | 0.15% | 6q | +16.4%+$87.4K |
| Cassilly Financial Group LLC | $557.3K | 6,782 | 0.37% | 4q | -48.6%-$527.8K |
| Miller Global Investments, LLC | $541.9K | 6,594 | 0.44% | 4q | HELD |
| Decker Wealth Management LLC | $520.6K | 6,335 | 0.11% | 4q | HELD |
| Apeiron RIA LLC | $515.3K | 6,238 | 0.12% | 8q | -41.9%-$372.1K |
| Valeo Financial Advisors, LLC | $493.6K | 6,006 | 0.01% | 7q | +12.3%+$54.1K |
| Kaizen Financial Strategies | $355.3K | 4,323 | 0.14% | 2q | +70.3%+$146.7K |
| Hamilton Capital, LLC | $347.4K | 4,227 | 0.02% | 6q | -44.3%-$276.5K |
| Asempa Wealth Advisors | $333.1K | 4,032 | 0.25% | 4q | HELD |
| GK Wealth Management LLC | $323.5K | 3,936 | 0.18% | new | NEW |
| Bank of New Hampshire | $278.6K | 3,390 | 0.06% | 3q | +41.6%+$81.9K |
| OxenFree Capital LLC | $270.3K | 3,278 | 0.12% | 4q | +3.8%+$10.0K |
| CHAPIN DAVIS, INC. | $210.1K | 2,557 | 0.04% | new | NEW |
| Rosenberg Matthew Hamilton | $196.0K | 2,385 | 0.04% | 8q | +10.3%+$18.3K |
| Hickory Point Bank & Trust | $72.2K | 879 | 0.04% | 5q | -50.1%-$72.4K |
| Deane Retirement Strategies, Inc. | $68.4K | 832 | 0.03% | 10q | -36.4%-$39.2K |
| GAMMA Investing LLC | $39.1K | 476 | 0.00% | 7q | HELD |
| Wealth Enhancement Trust Services, Inc. | $25.4K | 309 | 0.00% | 4q | -80.4%-$104.5K |
| Pacifica Partners Inc. | $25.1K | 304 | 0.01% | 3q | -3.2% |
| FIRST COMMUNITY TRUST NA | $9.7K | 118 | 0.00% | 8q | +9.3% |
| Grove Bank & Trust | $8.2K | 100 | 0.00% | 5q | HELD |
| MassMutual Private Wealth & Trust, FSB | $7.2K | 88 | 0.00% | 5q | HELD |
| TOTH FINANCIAL ADVISORY CORP | $4.5K | 55 | 0.00% | 7q | HELD |
| GILPIN WEALTH MANAGEMENT, LLC | $4.5K | 55 | 0.00% | new | NEW |
| Matrix Trust Co | $1.6K | 19,392 | 0.23% | 15q | +124.0% |
| CX Institutional | $900 | 10,956 | 0.02% | 7q | +2.6% |
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-09-28 | 2026-09-28 | Directors or officers departed or appointed | filing |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 48 | $359.5M | 4,376,631 | 3 | 19 | 16 | 0.0% |
| Q2 2026 | 917 | $15.0B | 185,997,427 | 102 | 379 | 249 | 1.8% |
| Q1 2026 | 904 | $16.1B | 174,922,216 | 116 | 275 | 365 | 0.0% |
| Q4 2025 | 875 | $13.9B | 162,477,761 | 116 | 325 | 241 | 0.0% |
| Q3 2025 | 752 | $11.8B | 153,925,568 | 113 | 346 | 162 | 0.0% |
| Q2 2025 | 700 | $9.2B | 140,430,928 | 114 | 248 | 219 | 0.0% |
| Q1 2025 | 614 | $8.0B | 129,484,860 | 104 | 253 | 153 | 0.0% |
| Q4 2024 | 537 | $5.8B | 111,464,452 | 73 | 172 | 145 | 0.0% |
| Q3 2024 | 461 | $5.9B | 113,079,843 | 81 | 159 | 115 | 0.0% |
| Q2 2024 | 402 | $4.2B | 90,475,951 | 52 | 148 | 120 | 0.0% |
| Q1 2024 | 369 | $4.8B | 107,829,664 | 40 | 145 | 104 | 0.0% |
| Q4 2023 | 370 | $4.1B | 99,093,941 | 48 | 98 | 115 | 0.0% |
| Q3 2023 | 338 | $3.5B | 94,910,715 | 42 | 119 | 98 | 0.0% |
| Q2 2023 | 330 | $4.1B | 107,120,343 | 46 | 111 | 89 | 0.0% |
| Q1 2023 | 311 | $3.9B | 100,130,848 | 69 | 98 | 83 | 0.0% |
| Q4 2022 | 262 | $3.0B | 81,915,422 | 36 | 63 | 90 | 0.0% |
| Q3 2022 | 244 | $2.8B | 86,201,067 | 27 | 81 | 78 | 0.0% |
| Q2 2022 | 263 | $3.1B | 85,410,854 | 76 | 74 | 69 | 0.0% |
| Q1 2022 | 210 | $2.5B | 64,815,073 | 205 | 1 | 1 | 0.0% |
| Q4 2021 | 3 | $11.3M | 288,987 | 0 | 0 | 0 | 0.0% |
| Q3 2021 | 1 | $213.4K | 12,225 | 0 | 1 | 0 | 0.0% |
| Q2 2021 | 1 | $209.9K | 11,922 | 0 | 0 | 0 | 0.0% |
| Q1 2021 | 1 | $202.7K | 11,922 | 0 | 0 | 0 | 0.0% |
| Q4 2020 | 2 | $231.7K | 12,235 | 0 | 0 | 1 | 0.0% |
| Q3 2020 | 2 | $242.4K | 12,895 | 2 | 0 | 0 | 0.0% |
| Q1 2020 | 1 | $291.4K | 18,539 | 0 | 1 | 0 | 0.0% |
| Q4 2019 | 1 | $231.5K | 15,293 | 1 | 0 | 0 | 0.0% |