GLDM — World Gold Tr Institutional Holders · Q3 2026

Name: Who Owns GLDM? 52 Institutions Hold $362M (Q3 2026)
Creator: ko.io

Who owns World Gold Tr (GLDM)? 52 institutions reported holding $362.00M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Gradient Investments LLC ($107.9M), Farther Finance Advisors, LLC ($97.7M), Bangor Savings Bank ($37.7M).

Rank	Institution	Value	Shares	Change
1	Gradient Investments LLC	$107.9M	1.3M	Trimmed
2	Farther Finance Advisors, LLC	$97.7M	1.2M	Added
3	Bangor Savings Bank	$37.7M	459,007	Trimmed
4	CONFLUENCE INVESTMENT MANAGEMENT LLC	$27.0M	329,014	Trimmed
5	CoreCap Advisors, LLC	$18.2M	221,663	Added
6	INSPIRION WEALTH ADVISORS, LLC	$9.4M	114,893	Trimmed
7	Financial Enhancement Group LLC	$8.8M	108,686	Added
8	Versant Capital Management, Inc	$8.5M	103,614	Added
9	BAKER TILLY WEALTH MANAGEMENT, LLC	$8.1M	98,042	Added
10	Roan Capital Partners	$4.7M	56,837	Trimmed
11	Stonebridge Financial Group, LLC	$4.1M	50,206	Trimmed
12	Apella Capital, LLC	$3.6M	44,844	Trimmed
13	American National Bank of Texas	$3.1M	37,124	Added
14	LifeGoal Investments, LLC	$2.3M	28,310	Added
15	McNaughton Wealth Management, LLC	$2.2M	26,901	Added
16	YHB Investment Advisors, Inc.	$1.8M	21,591	Added
17	Shira Ridge Wealth Management	$1.6M	19,441	Trimmed
18	Matrix Trust Co	$1.6M	19,392	Added
19	Pathway Financial Advisors LLC	$1.4M	16,965	Hold
20	First Heartland Consultants, Inc.	$1.3M	15,950	Added
21	FIRST FINANCIAL BANK - TRUST DIVISION	$1.2M	15,176	Hold
22	CX Institutional	$900,000	10,956	Added
23	LEGACY SOLUTIONS, LLC	$805,611	9,803	Hold
24	Wedmont Private Capital	$747,656	9,149	Trimmed
25	TITLEIST ASSET MANAGEMENT, LLC	$703,195	8,557	Added

Source: SEC Form 13F filings · as of 2026-09-30