Skip to main content
Livermore
Livermore
ZHEN

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.

Q1 2026 vs. Q4 2025

How the institutions holding World Gold Trust changed between Q4 2025 and Q1 2026.

All holders in Q1 2026All holders in Q4 2025

13F holders of GLDM: Q4 2025 compared with Q1 2026
MeasureQ4 2025Of which not filed for Q1 2026Q1 2026Change
Holders87714913+50
Shares162.7M1.20M163.2M+1.66M (+1.0%)
Value$13.9B$102.6M$15.1B+$1.25B (+9.0%)

14 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (124)

Institutions that held World Gold Trust at the end of Q1 2026 but not at the end of Q4 2025.

Showing the largest 100 of 124 by value.

Institutions new to GLDM in Q1 2026
InstitutionSharesValue% of portfolio
Signature Estate & Investment Advisors LLC2,353,509$218.1M4.42%
SBI Okasan Asset Management Co.Ltd.1,849,410$165.2M6.77%
Regents of the University of California1,438,678$133.4M4.44%
Quadrature Capital Ltd671,197$62.2M0.74%
My Portfolio Guide, LLC203,402$18.8M10.42%
CI Private Wealth, LLC481,492$18.5M0.03%
E Fund Management Co., Ltd.144,525$13.4M0.40%
Henderson Brothers Financial Partners, LLC126,440$11.7M2.97%
Fifth Third Bancorp109,574$10.2M0.02%
WealthNavi Inc.97,779$9.06M0.08%
IMC-Chicago, LLC84,600$7.84M0.12%
Roan Capital Partners80,830$7.49M6.93%
Gateway Wealth Partners, LLC76,278$7.07M0.28%
Independent Advisor Alliance70,908$6.57M0.07%
Vestmark Advisory Solutions, Inc.58,835$5.45M0.06%
Claro Advisors LLC56,736$5.26M0.63%
Arcus Capital Partners, LLC55,607$5.15M1.85%
Apriem Advisors52,729$4.89M0.47%
Ssi Investment Management LLC50,910$4.72M0.33%
Empowered Funds, LLC43,737$4.05M0.03%
January Capital Advisors LLC40,997$3.80M5.12%
Allworth Financial LP27,066$2.51M0.01%
Vaughan David Investments LLC26,600$2.47M0.05%
Buckingham Strategic Partners26,204$2.43M0.02%
LifeGoal Wealth Advisors25,011$2.36M1.35%
Fidelis Capital Partners, LLC24,768$2.30M0.16%
WNY Asset Management, LLC24,189$2.24M0.23%
CIBC Bancorp USA Inc.24,011$2.23M0.00%
Advisor OS, LLC20,930$1.94M0.14%
Hegarty Advisors, LLC20,790$1.93M1.52%
Oppenheimer & Co Inc19,358$1.79M0.02%
Fiduciary Alliance LLC17,777$1.69M0.10%
Nicolet Bankshares Inc15,266$1.42M0.05%
Nomura Asset Management International Inc.15,233$1.41M0.00%
Nvest Financial, LLC10,450$968.6K0.36%
Brighton Jones LLC10,049$931.4K0.02%
Vista Finance, LLC9,951$922.4K0.73%
Legacy Solutions, LLC9,803$908.6K0.84%
Snowden Capital Advisors LLC8,275$767.0K0.02%
HORAN Wealth, LLC8,785$749.9K0.07%
Tower Bridge Advisors7,965$738.3K0.07%
Coastal Investment Advisors, Inc.7,542$699.1K0.24%
Independent Wealth Network Inc.6,873$637.1K0.19%
Garde Capital, Inc.6,823$632.4K0.04%
TCG Advisory Services, LLC6,761$626.7K0.02%
CMC Financial Group6,400$593.2K1.20%
Fortis Capital Management LLC5,794$537.0K0.07%
Talon Private Wealth, LLC5,460$506.1K0.07%
Clarity Capital Advisors, LLC5,197$481.7K0.22%
Titleist Asset Management, LLC5,083$471.1K0.04%
Ami Asset Management Corp5,069$469.8K0.03%
Crestwood Advisors Group LLC4,888$453.1K0.01%
Family CFO Inc4,684$434.2K0.19%
LexAurum Advisors, LLC4,679$433.7K0.06%
Sunpointe, LLC4,193$388.6K0.13%
Inspire Advisors, LLC4,102$380.2K0.03%
Boston Private Wealth LLC4,010$371.7K0.02%
LeClair Wealth Partners LLC3,736$346.3K0.12%
Astra Wealth Partners LLC3,673$340.4K0.21%
Eqis Capital Management, Inc.3,582$332.0K0.10%
Archer Investment Management, LLC3,500$324.4K0.14%
Virtue Capital Management, LLC3,619$323.2K0.05%
Camden Capital, LLC3,126$289.7K0.02%
Cypress Capital Group3,072$284.7K0.03%
XTX Topco Ltd3,029$280.8K0.00%
Abacus Wealth Partners, LLC3,000$278.1K0.03%
Strathmore Capital Advisors, Inc.2,957$276.0K0.08%
Burke & Herbert Bank & Trust Co2,972$275.5K0.08%
Marino, Stram & Associates LLC2,965$274.8K0.05%
Smith, Salley & Associates2,946$273.1K0.01%
Sequoia Financial Advisors, LLC2,828$262.1K0.00%
Peapack Gladstone Financial Corp2,764$256.0K0.00%
Pathstone Holdings, LLC2,743$254.2K0.00%
Chicago Partners Investment Group LLC2,690$252.3K0.01%
Financial & Tax Architects, LLC2,674$247.9K0.06%
Marks Group Wealth Management, Inc2,649$245.5K0.02%
Nicholas Hoffman & Company, LLC.2,623$243.1K0.01%
Fermata Advisors, LLC2,508$232.5K0.05%
Maridea Wealth Management LLC2,440$226.2K0.03%
Princeton Global Asset Management LLC2,420$224.3K0.04%
VisionPoint Advisory Group, LLC2,368$219.5K0.04%
D'Orazio & Associates, Inc.2,290$212.3K0.03%
Financial Engines Advisors L.L.C.2,285$211.8K0.00%
Charter Trust Co2,269$210.3K0.01%
Kavar Capital Partners Group, LLC2,265$209.9K0.03%
Oasis Advisors, LLC2,261$209.6K0.04%
Ritholtz Wealth Management2,250$208.6K0.00%
Northern Trust Corp2,222$206.0K0.00%
SFG Wealth Management, LLC.2,215$205.3K0.08%
Bridges Investment Management Inc2,207$204.6K0.00%
Dorsey & Whitney Trust CO LLC2,184$202.4K0.01%
Excalibur Management Corp2,183$202.3K0.07%
Blackston Financial Advisory Group, LLC2,163$200.5K0.13%
Loomis Sayles & Co L P2,010$186.3K0.00%
Maseco LLP1,394$129.2K0.00%
Teachers Insurance & Annuity Association of America1,085$100.6K0.13%
Quadrant Capital Group LLC1,078$99.9K0.00%
Bank of New Hampshire928$86.0K0.02%
Purpose Unlimited Inc.771$71.4K0.00%
MBM Wealth Consultants, LLC756$70.1K0.02%

Sold out (74)

Institutions that held World Gold Trust at the end of Q4 2025 and filed for Q1 2026 without it.

Institutions that sold out of GLDM in Q1 2026
InstitutionShares, Q4 2025Value, Q4 2025
Payden & Rygel1,300,000$111.0M
Diversify Advisory Services, LLC490,467$44.5M
Nearwater Capital Markets, Ltd276,600$23.6M
Bank of Nova Scotia262,000$22.4M
Peak Retirement Planning, Inc.178,128$15.2M
Park Avenue Securities LLC142,121$12.1M
Plum Street Advisors, LLC131,780$11.3M
StoneX Group Inc.124,169$10.7M
Janney Montgomery Scott LLC88,670$7.57M
Alliance Wealth Advisors, LLC87,251$7.45M
John Boyer, Inc.82,335$7.03M
Money Concepts Capital Corp79,945$6.82M
Palladiem, LLC75,597$6.49M
Alliancebernstein L.P.56,220$4.80M
GeoWealth Management, LLC54,347$4.64M
Omnitrust Wealth Management, Inc53,459$4.56M
Headlands Technologies LLC30,543$2.61M
Arete Wealth Advisors, LLC24,853$2.12M
Wealth Management Nebraska24,616$2.10M
Q3 Asset Management22,458$1.92M
IFG Advisory, LLC22,246$1.90M
Interchange Capital Partners, LLC14,485$1.24M
Integrated Wealth Management9,783$835.2K
J.W. Cole Advisors, Inc.9,952$785.1K
XML Financial, LLC8,861$756.5K
SOL Capital Management CO8,150$696.0K
Modera Wealth Management, LLC8,106$692.0K
Latitude Advisors, LLC7,582$647.3K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors5,959$508.7K
Investor's Fiduciary Advisor Network, LLC5,952$508.0K
Howard Bailey Securities, LLC5,822$497.1K
K2 Financial Inc.5,430$481.0K
Emergent Wealth Advisors, LLC5,439$464.3K
Family Wealth Group, LLC5,034$429.8K
Csenge Advisory Group4,720$402.9K
Willis Johnson & Associates, Inc.4,374$373.4K
Vontobel Holding Ltd.4,000$341.5K
Verdence Capital Advisors LLC3,950$337.2K
Resurgent Financial Advisors LLC3,822$326.3K
Kaizen Financial Strategies3,780$322.7K
Woodmont Investment Counsel LLC3,734$318.8K
Caliber Wealth Management, LLC3,385$289.0K
Great Lakes Retirement, Inc.3,309$282.5K
Fulcrum Equity Management3,233$276.0K
LifeWealth Investments, LLC3,233$276.0K
Sharkey, Howes & Javer3,140$268.1K
We Are One Seven, LLC3,048$260.2K
Cahaba Wealth Management, Inc.3,034$259.0K
Centennial Advisors, LLC2,992$255.4K
Journey Retirement Planning & Investment Management LLC2,991$255.3K
Empirical Asset Management, LLC2,864$244.5K
Syntegra Private Wealth Group, LLC2,820$240.7K
Transcend Wealth Collective, LLC2,795$238.6K
Regimen Wealth, LLC2,735$233.5K
Pinnacle Family Advisors, LLC2,639$225.3K
BCS Wealth Management2,582$220.4K
Confluence Wealth Services, Inc.2,582$220.4K
Engineers Gate Manager LP2,556$218.2K
FLP Wealth Management, LLC2,445$208.7K
Integrated Investment Consultants, LLC2,420$206.6K
Sax Wealth Advisors, LLC2,395$204.5K
Laurel Wealth Advisors LLC1,893$161.6K
IFC & Insurance Marketing, Inc.1,657$141.0K
Thurston, Springer, Miller, Herd & Titak, Inc.691$59.0K
SageView Advisory Group, LLC391$33.4K
WPG Advisers, LLC354$30.2K
Cape Investment Advisory, Inc.268$22.9K
Optima Capital LLC247$21.1K
Tucker Asset Management LLC189$16.1K
Commonwealth Retirement Investments LLC175$14.9K
Vermillion & White Wealth Management Group, LLC130$11.1K
Hoey Investments, Inc128$10.9K
Crewe Advisors LLC20$1.71K
Legacy Wealth Managment, LLC16$1.37K

Not filed for Q1 2026 yet (14)

Institutions that held World Gold Trust at the end of Q4 2025 and haven't filed a 13F for Q1 2026. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding GLDM in Q4 2025 that haven't filed for Q1 2026
InstitutionShares, Q4 2025Value, Q4 2025
Capitolis Liquid Global Markets LLC720,200$61.5M
Austin Private Wealth, LLC142,920$12.2M
AIFG Consultants Ltd.109,299$9.33M
Comerica Bank81,670$6.97M
NDVR, Inc.56,736$4.84M
CIBC Private Wealth Group, LLC22,470$1.92M
MidWestOne Financial Group, Inc.16,754$1.43M
Alpha Cubed Investments, LLC16,701$1.43M
Clearview Wealth Advisors LLC10,572$902.5K
Motiv8 Investments LLC8,415$718.0K
Safe Harbor Wealth Advisors, LLC6,861$667.2K
High Falls Advisors, Inc6,968$594.9K
Trust Co of Vermont1,263$107.8K
ORG Partners LLC353$30.1K