World Gold Trust
GLDM- Exchange
- NYSE
- Industry
- Commodity Contracts Brokers & Dealers
- SEC CIK
- 0001618181
No open-market purchases or sales by World Gold Trust insiders were filed in the last 90 days; 922 institutions reported holding it in 13F filings for Q2 2026, worth $14.3B in total; Semper Augustus is the only superinvestor holding it.
13F holders, Q1 2026
Institutional positions in World Gold Trust as of Mar 31, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 913
- +50 vs. Q4 2025
- Shares held
- 163.2M
- +1.66M (+1.0%) vs. Q4 2025
- Total value
- $15.1B
- +$1.25B (+9.0%) vs. Q4 2025
- New holders
- 124
- 283 more added
- Sold out
- 74
- 389 more reduced
14 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting GLDM on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 922 | $14.3B |
| Q1 2026 | 913 | $15.1B |
| Q4 2025 | 878 | $13.9B |
| Q3 2025 | 754 | $11.8B |
| Q2 2025 | 702 | $9.26B |
| Q1 2025 | 618 | $8.05B |
| Q4 2024 | 541 | $5.85B |
| Q3 2024 | 465 | $5.95B |
| Q2 2024 | 406 | $4.21B |
| Q1 2024 | 375 | $4.84B |
| Q4 2023 | 374 | $4.09B |
| Q3 2023 | 345 | $3.52B |
| Q2 2023 | 334 | $4.12B |
| Q1 2023 | 319 | $3.95B |
| Q4 2022 | 275 | $3.67B |
| Q3 2022 | 255 | $2.88B |
| Q2 2022 | 274 | $3.11B |
| Q1 2022 | 240 | $2.55B |
| Q4 2021 | 258 | $2.86B |
| Q3 2021 | 235 | $2.75B |
| Q2 2021 | 239 | $2.81B |
| Q1 2021 | 227 | $2.69B |
Institutions, Q1 2026
Shares, value and share of portfolio for each institution holding World Gold Trust; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sumitomo Mitsui Trust Holdings, Inc. | 18,594,406 | $1.72B | 1.12% | +206,914+1.1% | Added |
| Wells Fargo & Company | 9,505,554 | $881.1M | 0.18% | +1,591,839+20.1% | Added |
| Morgan Stanley | 8,807,008 | $816.3M | 0.05% | −1,755,073−16.6% | Reduced |
| Evoke Wealth, LLC | 7,472,647 | $692.6M | 12.78% | +97,862+1.3% | Added |
| Bank of America Corp | 6,671,812 | $618.4M | 0.05% | −987,745−12.9% | Reduced |
| Empower Advisory Group, LLC | 5,951,012 | $551.6M | 1.43% | +82,469+1.4% | Added |
| State Street Corp | 3,493,932 | $323.9M | 0.01% | +427,988+14.0% | Added |
| Cassaday & Co Wealth Management LLC | 3,328,360 | $308.5M | 6.57% | −48,907−1.4% | Reduced |
| Resona Asset Management Co.,Ltd. | 3,236,300 | $289.1M | 1.44% | +1,006,700+45.2% | Added |
| UBS Group AG | 3,072,074 | $284.8M | 0.05% | −340,354−10.0% | Reduced |
| LPL Financial LLC | 3,022,407 | $280.1M | 0.07% | +29,517+1.0% | Added |
| Ameriprise Financial Inc | 2,713,587 | $252.4M | 0.06% | −156,781−5.5% | Reduced |
| Evergreen Quality Fund GP, Ltd. | 2,587,215 | $239.8M | 5.49% | 00.0% | Unchanged |
| Signature Estate & Investment Advisors LLC | 2,353,509 | $218.1M | 4.42% | +2,353,509 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 1,805,066 | $167.3M | 0.23% | +150,497+9.1% | Added |
| SBI Okasan Asset Management Co.Ltd. | 1,849,410 | $165.2M | 6.77% | +1,849,410 | New |
| Prudential Financial Inc | 1,679,954 | $155.7M | 0.19% | −957,938−36.3% | Reduced |
| Gradient Investments LLC | 1,628,261 | $150.9M | 2.34% | +526,647+47.8% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 1,603,510 | $148.6M | 1.20% | +65,600+4.3% | Added |
| Advisor Group Holdings, Inc. | 1,590,521 | $147.4M | 0.22% | −104,903−6.2% | Reduced |
| HighTower Advisors, LLC | 1,586,932 | $147.1M | 0.16% | +251,348+18.8% | Added |
| Public Employees Retirement System of Ohio | 1,516,600 | $140.6M | 0.45% | +1,449,700+2,167.0% | Added |
| Asset Management One Co.,Ltd. | 1,486,595 | $137.8M | 0.41% | −1,135,822−43.3% | Reduced |
| Regents of the University of California | 1,438,678 | $133.4M | 4.44% | +1,438,678 | New |
| Stifel Financial Corp | 1,427,080 | $132.3M | 0.12% | −177,763−11.1% | Reduced |
| Royal Bank of Canada | 1,397,630 | $129.5M | 0.02% | −5,330−0.4% | Reduced |
| Charles Schwab Investment Management Inc | 1,282,254 | $118.9M | 0.02% | −65,726−4.9% | Reduced |
| Cerity Partners LLC | 1,267,461 | $117.5M | 0.17% | +85,890+7.3% | Added |
| Principal Financial Group Inc | 1,259,342 | $116.7M | 0.06% | −932,559−42.5% | Reduced |
| Hollow Brook Wealth Management LLC | 1,220,485 | $113.1M | 28.86% | +1,808+0.1% | Added |
| Envestnet Asset Management Inc | 1,147,085 | $106.3M | 0.03% | −95,919−7.7% | Reduced |
| Cohen & Steers, Inc. | 1,117,518 | $103.6M | 0.18% | +305,441+37.6% | Added |
| JPMorgan Chase & Co | 1,130,958 | $101.0M | 0.01% | −327,524−22.5% | Reduced |
| US Bancorp | 1,064,169 | $98.6M | 0.12% | +154,566+17.0% | Added |
| Toroso Investments, LLC | 965,713 | $89.5M | 0.28% | −20,480−2.1% | Reduced |
| Raymond James Financial Inc | 960,174 | $89.0M | 0.03% | −116,144−10.8% | Reduced |
| CWM, LLC | 922,738 | $85.5M | 0.22% | −8,783−0.9% | Reduced |
| Nissay Asset Management Corp | 839,269 | $77.8M | 0.41% | +220,342+35.6% | Added |
| Great Valley Advisor Group, Inc. | 817,316 | $75.8M | 1.38% | +11,953+1.5% | Added |
| Equitable Holdings, Inc. | 865,251 | $73.9M | 0.48% | +49,558+6.1% | Added |
| Benjamin Edwards Inc | 788,797 | $73.1M | 0.73% | −205,012−20.6% | Reduced |
| Argos Wealth Advisors, LLC | 779,777 | $72.3M | 20.78% | −10,520−1.3% | Reduced |
| Bank of New York Mellon Corp | 749,413 | $69.5M | 0.01% | −91,162−10.8% | Reduced |
| Rockefeller Capital Management L.P. | 740,271 | $68.6M | 0.12% | +76,347+11.5% | Added |
| Diversify Wealth Management, LLC | 720,395 | $64.8M | 1.16% | +714,776+12,720.7% | Added |
| Private Advisor Group, LLC | 682,057 | $63.2M | 0.30% | −242,557−26.2% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 676,633 | $62.7M | 1.84% | +20,519+3.1% | Added |
| Quadrature Capital Ltd | 671,197 | $62.2M | 0.74% | +671,197 | New |
| Van Eck Associates Corp | 671,036 | $62.2M | 0.05% | 00.0% | Unchanged |
| 3EDGE Asset Management, LP | 658,621 | $61.0M | 2.95% | −364,371−35.6% | Reduced |
| Cresset Asset Management, LLC | 655,124 | $60.7M | 0.26% | +36,830+6.0% | Added |
| Farther Finance Advisors, LLC | 640,580 | $60.4M | 0.57% | +4,874+0.8% | Added |
| Richard C. Young & CO., LTD. | 641,871 | $59.5M | 4.93% | −9,877−1.5% | Reduced |
| Parcion Private Wealth LLC | 625,603 | $58.0M | 3.59% | −35,550−5.4% | Reduced |
| Verde Servicos Internacionais S.A. | 595,207 | $55.2M | 16.90% | +228,870+62.5% | Added |
| Strategic Financial Services, Inc, | 583,756 | $54.1M | 2.58% | −337,636−36.6% | Reduced |
| SBI Securities Co., Ltd. | 581,505 | $53.9M | 1.48% | +47,931+9.0% | Added |
| Creative Planning | 546,469 | $50.7M | 0.03% | −10,790−1.9% | Reduced |
| Greenline Partners, LLC | 529,278 | $49.1M | 5.27% | −63,661−10.7% | Reduced |
| Nepc LLC | 516,438 | $47.9M | 0.95% | −118,537−18.7% | Reduced |
| MBL Wealth, LLC | 510,875 | $47.4M | 3.59% | −2,057−0.4% | Reduced |
| Cetera Investment Advisers | 488,913 | $45.3M | 0.05% | +23,077+5.0% | Added |
| Goldman Sachs Group Inc | 477,239 | $44.2M | 0.01% | −312,516−39.6% | Reduced |
| Main Street Research LLC | 469,451 | $43.5M | 2.53% | +7,135+1.5% | Added |
| American Investment Services, Inc. | 469,354 | $43.5M | 9.70% | −43,640−8.5% | Reduced |
| Bangor Savings Bank | 468,008 | $43.4M | 3.47% | +28,945+6.6% | Added |
| Commonwealth Equity Services, LLC | 459,307 | $42.6M | 0.06% | +156,290+51.6% | Added |
| Wealthfront Advisers LLC | 458,522 | $42.5M | 0.09% | +104,667+29.6% | Added |
| Capital Planning Advisors, LLC | 442,711 | $41.0M | 5.93% | −90,529−17.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 423,360 | $39.2M | 0.02% | −31,677−7.0% | Reduced |
| Tradewinds Capital Management, LLC | 413,927 | $38.4M | 7.62% | −33,467−7.5% | Reduced |
| Sentinel Pension Advisors Inc | 401,802 | $37.2M | 5.51% | +3,071+0.8% | Added |
| Evercore Wealth Management, LLC | 394,869 | $36.6M | 0.58% | +40,971+11.6% | Added |
| SNS Financial Group, LLC | 394,862 | $36.6M | 3.15% | −28,092−6.6% | Reduced |
| Mission Creek Capital Partners, Inc. | 383,975 | $35.6M | 7.10% | −2,090−0.5% | Reduced |
| Assetmark, Inc | 369,338 | $34.2M | 0.07% | −188,397−33.8% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 368,080 | $34.1M | 0.09% | −48,846−11.7% | Reduced |
| China Universal Asset Management Co., Ltd. | 349,700 | $32.4M | 2.45% | +143,500+69.6% | Added |
| Mariner, LLC | 347,591 | $32.2M | 0.04% | −882−0.3% | Reduced |
| Fulton Breakefield Broenniman LLC | 340,943 | $31.6M | 2.06% | +214,817+170.3% | Added |
| Confluence Investment Management LLC | 332,974 | $30.9M | 0.48% | −47,836−12.6% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 332,700 | $30.8M | 0.09% | +30,000+9.9% | Added |
| Fullerton Fund Management Co Ltd. | 328,706 | $30.5M | 2.44% | −36,045−9.9% | Reduced |
| Baird Financial Group, Inc. | 293,852 | $27.2M | 0.04% | −37,183−11.2% | Reduced |
| Evernest Financial Advisors, LLC | 279,724 | $25.9M | 5.38% | −39,707−12.4% | Reduced |
| NavPoint Financial, Inc. | 257,179 | $23.8M | 9.64% | +2,078+0.8% | Added |
| Continuum Wealth Advisors, LLC | 254,653 | $23.6M | 9.79% | −22,571−8.1% | Reduced |
| Miracle Mile Advisors, LLC | 250,995 | $23.3M | 0.32% | +1210.0% | Added |
| AE Wealth Management LLC | 249,390 | $23.1M | 0.12% | −81,260−24.6% | Reduced |
| Alvarez & Marsal Private Wealth Partners, LLC | 240,000 | $22.2M | 3.12% | 00.0% | Unchanged |
| Timber Creek Capital Management LLC | 233,759 | $21.7M | 5.25% | +15,998+7.3% | Added |
| Stratos Wealth Partners, LTD. | 225,615 | $20.9M | 0.24% | +23,525+11.6% | Added |
| Brandywine Oak Private Wealth LLC | 221,713 | $20.6M | 1.73% | −8,264−3.6% | Reduced |
| Coco Enterprises, LLC | 222,303 | $20.5M | 10.44% | −5,861−2.6% | Reduced |
| Summitas Investment Management LLC | 219,654 | $20.4M | 15.96% | −35,502−13.9% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 218,510 | $20.3M | 0.10% | −3,731−1.7% | Reduced |
| Deutsche Bank AG | 217,800 | $20.2M | 0.01% | −2,300−1.0% | Reduced |
| CoreCap Advisors, LLC | 214,228 | $19.9M | 0.68% | +1,633+0.8% | Added |
| Encompass More Asset Management | 210,028 | $19.5M | 3.29% | +18,029+9.4% | Added |
| My Portfolio Guide, LLC | 203,402 | $18.8M | 10.42% | +203,402 | New |