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 | 877 | $13.9B |
| Q3 2025 | 754 | $11.7B |
| Q2 2025 | 702 | $9.15B |
| Q1 2025 | 618 | $8.05B |
| Q4 2024 | 541 | $5.84B |
| Q3 2024 | 465 | $5.94B |
| Q2 2024 | 406 | $4.20B |
| Q1 2024 | 375 | $4.28B |
| Q4 2023 | 374 | $3.83B |
| Q3 2023 | 345 | $3.52B |
| Q2 2023 | 334 | $4.12B |
| Q1 2023 | 319 | $3.82B |
| Q4 2022 | 275 | $3.19B |
| Q3 2022 | 255 | $2.88B |
| Q2 2022 | 274 | $3.09B |
| Q1 2022 | 240 | $2.49B |
| Q4 2021 | 258 | $2.84B |
| Q3 2021 | 235 | $2.75B |
| Q2 2021 | 239 | $2.80B |
| 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 |
|---|---|---|---|---|---|
| Roble, Belko & Company, Inc | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 7 | $0 | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 0 | $8 | 0.00% | 0 | Unchanged |
| Russell Investments Group, Ltd. | 1 | $93 | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 4 | $371 | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 4 | $371 | 0.00% | +1+33.3% | Added |
| Chilton Capital Management LLC | 5 | $464 | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 8 | $742 | 0.01% | −2−20.0% | Reduced |
| Graney & King, LLC | 9 | $834 | 0.00% | +9 | New |
| Dunhill Financial, LLC | 17 | $1.61K | 0.00% | +17 | New |
| Tompkins Financial Corp | 20 | $1.85K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 20 | $1.85K | 0.00% | +20 | New |
| Networth Advisors, LLC | 21 | $1.95K | 0.00% | −366−94.6% | Reduced |
| AdvisorNet Financial, Inc | 21 | $1.95K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 20 | $2.00K | 0.00% | +3+17.6% | Added |
| Nemes Rush Group LLC | 25 | $2.32K | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 27 | $2.50K | 0.00% | +27 | New |
| Webster Bank, N. A. | 32 | $2.97K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 34 | $3.15K | 0.00% | +34 | New |
| DHJJ Financial Advisors, Ltd. | 36 | $3.34K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 38 | $3.52K | 0.00% | +38 | New |
| Aspect Partners, LLC | 40 | $3.71K | 0.00% | +20+100.0% | Added |
| Hillsdale Investment Management Inc. | 41 | $3.80K | 0.00% | +13+46.4% | Added |
| Ogorek Anthony Joseph | 49 | $4.00K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 44 | $4.08K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 50 | $4.63K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 51 | $4.73K | 0.00% | +28+121.7% | Added |
| Toth Financial Advisory Corp | 55 | $5.10K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 60 | $5.56K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 61 | $5.65K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 61 | $5.66K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 64 | $5.93K | 0.00% | +36+128.6% | Added |
| High Note Wealth, LLC | 70 | $6.49K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 72 | $6.67K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 72 | $6.67K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 73 | $6.77K | 0.00% | 00.0% | Unchanged |
| Minot DeBlois Advisors LLC | 75 | $6.95K | 0.01% | −75−50.0% | Reduced |
| Hazlett, Burt & Watson, Inc. | 70 | $7.00K | 0.00% | +70 | New |
| Clarity Asset Management, Inc. | 81 | $7.50K | 0.00% | +36+80.0% | Added |
| Massmutual Trust Co FSB | 88 | $8.16K | 0.00% | −111−55.8% | Reduced |
| Sunbelt Securities, Inc. | 98 | $9.08K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 100 | $9.27K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 100 | $9.27K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 100 | $9.27K | 0.00% | +100 | New |
| Whittier Trust Co | 101 | $9.30K | 0.00% | 00.0% | Unchanged |
| Go Invest LLC | 105 | $9.72K | 0.00% | +77+275.0% | Added |
| NBC Securities, Inc. | 108 | $10.0K | 0.00% | −1,915−94.7% | Reduced |
| Prestige Wealth Management Group LLC | 109 | $10.1K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 126 | $11.7K | 0.00% | +126 | New |
| South State Corp. | 139 | $12.9K | 0.00% | −11−7.3% | Reduced |
| Bartlett & Co. Wealth Management LLC | 148 | $13.2K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 150 | $13.9K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 150 | $13.9K | 0.00% | +150 | New |
| Twin Peaks Wealth Advisors, LLC | 155 | $14.4K | 0.00% | +155 | New |
| Signaturefd, LLC | 166 | $15.4K | 0.00% | 00.0% | Unchanged |
| Portus Wealth Advisors, LLC | 198 | $18.4K | 0.02% | +198 | New |
| Highline Wealth Partners LLC | 200 | $18.5K | 0.00% | −535−72.8% | Reduced |
| Asset Dedication, LLC | 210 | $19.5K | 0.00% | +105+100.0% | Added |
| Consultiva Wealth Management, Corp. | 215 | $19.9K | 0.06% | +215 | New |
| Financial Perspectives, Inc | 217 | $20.1K | 0.01% | 00.0% | Unchanged |
| Citigroup Inc | 222 | $20.6K | 0.00% | −102−31.5% | Reduced |
| United Financial Planning Group LLC | 226 | $20.9K | 0.01% | +226 | New |
| Main Street Group, LTD | 227 | $21.0K | 0.01% | +227 | New |
| Archer Investment Corp | 235 | $21.8K | 0.00% | +200+571.4% | Added |
| Bryn Mawr Trust Co | 236 | $21.9K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 250 | $23.2K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 252 | $23.4K | 0.00% | +252 | New |
| Groupe la Francaise | 300 | $24.1K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 265 | $24.6K | 0.00% | +265 | New |
| The PNC Financial Services Group, Inc. | 268 | $24.8K | 0.00% | +199+288.4% | Added |
| City Holding Co | 281 | $26.0K | 0.00% | +11+4.1% | Added |
| Mark Sheptoff Financial Planning, LLC | 294 | $26.5K | 0.01% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 304 | $28.0K | 0.00% | +148+94.9% | Added |
| HHM Wealth Advisors, LLC | 303 | $28.1K | 0.00% | +213+236.7% | Added |
| Pacifica Partners Inc. | 304 | $28.2K | 0.01% | +304 | New |
| Godfrey Financial Associates, Inc. | 309 | $28.6K | 0.02% | 00.0% | Unchanged |
| TSFG, LLC | 340 | $32.0K | 0.00% | +340 | New |
| Keating Financial Advisory Services, Inc. | 365 | $33.8K | 0.01% | +95+35.2% | Added |
| Costello Asset Management, INC | 404 | $37.4K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 449 | $41.6K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 450 | $41.7K | 0.01% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 469 | $43.5K | 0.01% | −22,571−98.0% | Reduced |
| Kingdom Financial Group LLC. | 469 | $43.5K | 0.01% | −2,264−82.8% | Reduced |
| GAMMA Investing LLC | 476 | $44.1K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 520 | $48.2K | 0.01% | 00.0% | Unchanged |
| Evergreen Advisors, LLC | 534 | $49.5K | 0.01% | +534 | New |
| Delos Wealth Advisors, LLC | 546 | $50.6K | 0.03% | +546 | New |
| Bogart Wealth, LLC | 550 | $51.0K | 0.00% | −101−15.5% | Reduced |
| Wealth Enhancement Trust Services, Inc. | 551 | $51.1K | 0.01% | −485−46.8% | Reduced |
| Colonial Trust Co | 552 | $51.2K | 0.01% | −28−4.8% | Reduced |
| IAG Wealth Partners, LLC | 582 | $53.9K | 0.01% | −411−41.4% | Reduced |
| Huntington National Bank | – | $53.9K | 0.00% | – | – |
| Key Capital Management, INC | 584 | $54.1K | 0.04% | −498−46.0% | Reduced |
| Atlantic Trust, LLC | 586 | $54.3K | 0.01% | 00.0% | Unchanged |
| Wells Financial Advisors INC | 600 | $55.6K | 0.25% | −385−39.1% | Reduced |
| Abound Wealth Management | 601 | $55.7K | 0.01% | +601 | New |
| Barrett & Company, Inc. | 622 | $57.7K | 0.02% | −398−39.0% | Reduced |
| Basepoint Wealth LLC | 648 | $60.1K | 0.03% | +648 | New |
| Beaird Harris Wealth Management, LLC | 662 | $61.4K | 0.00% | 00.0% | Unchanged |
| Abound Financial, LLC | 665 | $61.6K | 0.03% | −35,008−98.1% | Reduced |