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 |
|---|---|---|---|---|---|
| Evergreen Quality Fund GP, Ltd. | 2,587,215 | $239.8M | 5.49% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 2,713,587 | $252.4M | 0.06% | −156,781−5.5% | Reduced |
| LPL Financial LLC | 3,022,407 | $280.1M | 0.07% | +29,517+1.0% | Added |
| UBS Group AG | 3,072,074 | $284.8M | 0.05% | −340,354−10.0% | Reduced |
| Resona Asset Management Co.,Ltd. | 3,236,300 | $289.1M | 1.44% | +1,006,700+45.2% | Added |
| Cassaday & Co Wealth Management LLC | 3,328,360 | $308.5M | 6.57% | −48,907−1.4% | Reduced |
| State Street Corp | 3,493,932 | $323.9M | 0.01% | +427,988+14.0% | Added |
| Empower Advisory Group, LLC | 5,951,012 | $551.6M | 1.43% | +82,469+1.4% | Added |
| Bank of America Corp | 6,671,812 | $618.4M | 0.05% | −987,745−12.9% | Reduced |
| Evoke Wealth, LLC | 7,472,647 | $692.6M | 12.78% | +97,862+1.3% | Added |
| Morgan Stanley | 8,807,008 | $816.3M | 0.05% | −1,755,073−16.6% | Reduced |
| Wells Fargo & Company | 9,505,554 | $881.1M | 0.18% | +1,591,839+20.1% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 18,594,406 | $1.72B | 1.12% | +206,914+1.1% | Added |
| Payden & Rygel | 0 | $0 | 0.00% | −1,300,000−100.0% | Sold out |
| Diversify Advisory Services, LLC | 0 | $0 | 0.00% | −490,467−100.0% | Sold out |
| Nearwater Capital Markets, Ltd | 0 | $0 | 0.00% | −276,600−100.0% | Sold out |
| Bank of Nova Scotia | 0 | $0 | 0.00% | −262,000−100.0% | Sold out |
| Peak Retirement Planning, Inc. | 0 | $0 | 0.00% | −178,128−100.0% | Sold out |
| Park Avenue Securities LLC | 0 | $0 | 0.00% | −142,121−100.0% | Sold out |
| Plum Street Advisors, LLC | 0 | $0 | 0.00% | −131,780−100.0% | Sold out |
| StoneX Group Inc. | 0 | $0 | 0.00% | −124,169−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −88,670−100.0% | Sold out |
| Alliance Wealth Advisors, LLC | 0 | $0 | 0.00% | −87,251−100.0% | Sold out |
| John Boyer, Inc. | 0 | $0 | 0.00% | −82,335−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −79,945−100.0% | Sold out |
| Palladiem, LLC | 0 | $0 | 0.00% | −75,597−100.0% | Sold out |
| Alliancebernstein L.P. | 0 | $0 | 0.00% | −56,220−100.0% | Sold out |
| GeoWealth Management, LLC | 0 | $0 | 0.00% | −54,347−100.0% | Sold out |
| Omnitrust Wealth Management, Inc | 0 | $0 | 0.00% | −53,459−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −30,543−100.0% | Sold out |
| Arete Wealth Advisors, LLC | 0 | $0 | 0.00% | −24,853−100.0% | Sold out |
| Wealth Management Nebraska | 0 | $0 | 0.00% | −24,616−100.0% | Sold out |
| Q3 Asset Management | 0 | $0 | 0.00% | −22,458−100.0% | Sold out |
| IFG Advisory, LLC | 0 | $0 | 0.00% | −22,246−100.0% | Sold out |
| Interchange Capital Partners, LLC | 0 | $0 | 0.00% | −14,485−100.0% | Sold out |
| Integrated Wealth Management | 0 | $0 | 0.00% | −9,783−100.0% | Sold out |
| J.W. Cole Advisors, Inc. | 0 | $0 | 0.00% | −9,952−100.0% | Sold out |
| XML Financial, LLC | 0 | $0 | 0.00% | −8,861−100.0% | Sold out |
| SOL Capital Management CO | 0 | $0 | 0.00% | −8,150−100.0% | Sold out |
| Modera Wealth Management, LLC | 0 | $0 | 0.00% | −8,106−100.0% | Sold out |
| Latitude Advisors, LLC | 0 | $0 | 0.00% | −7,582−100.0% | Sold out |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0 | $0 | 0.00% | −5,959−100.0% | Sold out |
| Investor's Fiduciary Advisor Network, LLC | 0 | $0 | 0.00% | −5,952−100.0% | Sold out |
| Howard Bailey Securities, LLC | 0 | $0 | 0.00% | −5,822−100.0% | Sold out |
| K2 Financial Inc. | 0 | $0 | 0.00% | −5,430−100.0% | Sold out |
| Emergent Wealth Advisors, LLC | 0 | $0 | 0.00% | −5,439−100.0% | Sold out |
| Family Wealth Group, LLC | 0 | $0 | 0.00% | −5,034−100.0% | Sold out |
| Csenge Advisory Group | 0 | $0 | 0.00% | −4,720−100.0% | Sold out |
| Willis Johnson & Associates, Inc. | 0 | $0 | 0.00% | −4,374−100.0% | Sold out |
| Vontobel Holding Ltd. | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| Verdence Capital Advisors LLC | 0 | $0 | 0.00% | −3,950−100.0% | Sold out |
| Resurgent Financial Advisors LLC | 0 | $0 | 0.00% | −3,822−100.0% | Sold out |
| Kaizen Financial Strategies | 0 | $0 | 0.00% | −3,780−100.0% | Sold out |
| Woodmont Investment Counsel LLC | 0 | $0 | 0.00% | −3,734−100.0% | Sold out |
| Caliber Wealth Management, LLC | 0 | $0 | 0.00% | −3,385−100.0% | Sold out |
| Great Lakes Retirement, Inc. | 0 | $0 | 0.00% | −3,309−100.0% | Sold out |
| Fulcrum Equity Management | 0 | $0 | 0.00% | −3,233−100.0% | Sold out |
| LifeWealth Investments, LLC | 0 | $0 | 0.00% | −3,233−100.0% | Sold out |
| Sharkey, Howes & Javer | 0 | $0 | 0.00% | −3,140−100.0% | Sold out |
| We Are One Seven, LLC | 0 | $0 | 0.00% | −3,048−100.0% | Sold out |
| Cahaba Wealth Management, Inc. | 0 | $0 | 0.00% | −3,034−100.0% | Sold out |
| Centennial Advisors, LLC | 0 | $0 | 0.00% | −2,992−100.0% | Sold out |
| Journey Retirement Planning & Investment Management LLC | 0 | $0 | 0.00% | −2,991−100.0% | Sold out |
| Empirical Asset Management, LLC | 0 | $0 | 0.00% | −2,864−100.0% | Sold out |
| Syntegra Private Wealth Group, LLC | 0 | $0 | 0.00% | −2,820−100.0% | Sold out |
| Transcend Wealth Collective, LLC | 0 | $0 | 0.00% | −2,795−100.0% | Sold out |
| Regimen Wealth, LLC | 0 | $0 | 0.00% | −2,735−100.0% | Sold out |
| Pinnacle Family Advisors, LLC | 0 | $0 | 0.00% | −2,639−100.0% | Sold out |
| BCS Wealth Management | 0 | $0 | 0.00% | −2,582−100.0% | Sold out |
| Confluence Wealth Services, Inc. | 0 | $0 | 0.00% | −2,582−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −2,556−100.0% | Sold out |
| FLP Wealth Management, LLC | 0 | $0 | 0.00% | −2,445−100.0% | Sold out |
| Integrated Investment Consultants, LLC | 0 | $0 | 0.00% | −2,420−100.0% | Sold out |
| Sax Wealth Advisors, LLC | 0 | $0 | 0.00% | −2,395−100.0% | Sold out |
| Laurel Wealth Advisors LLC | 0 | $0 | 0.00% | −1,893−100.0% | Sold out |
| IFC & Insurance Marketing, Inc. | 0 | $0 | 0.00% | −1,657−100.0% | Sold out |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0 | $0 | 0.00% | −691−100.0% | Sold out |
| SageView Advisory Group, LLC | 0 | $0 | 0.00% | −391−100.0% | Sold out |
| WPG Advisers, LLC | 0 | $0 | 0.00% | −354−100.0% | Sold out |
| Cape Investment Advisory, Inc. | 0 | $0 | 0.00% | −268−100.0% | Sold out |
| Optima Capital LLC | 0 | $0 | 0.00% | −247−100.0% | Sold out |
| Tucker Asset Management LLC | 0 | $0 | 0.00% | −189−100.0% | Sold out |
| Commonwealth Retirement Investments LLC | 0 | $0 | 0.00% | −175−100.0% | Sold out |
| Vermillion & White Wealth Management Group, LLC | 0 | $0 | 0.00% | −130−100.0% | Sold out |
| Hoey Investments, Inc | 0 | $0 | 0.00% | −128−100.0% | Sold out |
| Crewe Advisors LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Legacy Wealth Managment, LLC | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| Capitolis Liquid Global Markets LLC | – | – | – | – | Not filed |
| Austin Private Wealth, LLC | – | – | – | – | Not filed |
| AIFG Consultants Ltd. | – | – | – | – | Not filed |
| Comerica Bank | – | – | – | – | Not filed |
| NDVR, Inc. | – | – | – | – | Not filed |
| CIBC Private Wealth Group, LLC | – | – | – | – | Not filed |
| MidWestOne Financial Group, Inc. | – | – | – | – | Not filed |
| Alpha Cubed Investments, LLC | – | – | – | – | Not filed |
| Clearview Wealth Advisors LLC | – | – | – | – | Not filed |
| Motiv8 Investments LLC | – | – | – | – | Not filed |
| Safe Harbor Wealth Advisors, LLC | – | – | – | – | Not filed |
| High Falls Advisors, Inc | – | – | – | – | Not filed |
| Trust Co of Vermont | – | – | – | – | Not filed |