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 |
|---|---|---|---|---|---|
| Sound Income Strategies, LLC | 655 | $61.8K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 690 | $63.8K | 0.00% | +690 | New |
| MBM Wealth Consultants, LLC | 756 | $70.1K | 0.02% | +756 | New |
| Purpose Unlimited Inc. | 771 | $71.4K | 0.00% | +771 | New |
| Signature Equity Partners, LLC | 792 | $73.4K | 0.04% | +705+810.3% | Added |
| Evolution Wealth Management Inc. | 827 | $76.7K | 0.06% | −3−0.4% | Reduced |
| Root Financial Partners, LLC | 917 | $85.0K | 0.00% | +554+152.6% | Added |
| Bank of New Hampshire | 928 | $86.0K | 0.02% | +928 | New |
| WestEnd Advisors, LLC | 943 | $87.4K | 0.00% | −1,320−58.3% | Reduced |
| Tower Research Capital LLC (TRC) | 1,009 | $93.5K | 0.00% | +893+769.8% | Added |
| NBT Bank N A | 1,038 | $96.2K | 0.01% | +61+6.2% | Added |
| Glass Jacobson Investment Advisors llc | 1,065 | $98.7K | 0.03% | 00.0% | Unchanged |
| Rothschild Investment LLC | 1,075 | $99.6K | 0.01% | +250+30.3% | Added |
| Quadrant Capital Group LLC | 1,078 | $99.9K | 0.00% | +1,078 | New |
| Teachers Insurance & Annuity Association of America | 1,085 | $100.6K | 0.13% | +1,085 | New |
| LGT Financial Advisors LLC | 1,227 | $113.7K | 0.58% | −396−24.4% | Reduced |
| Geneos Wealth Management Inc. | 1,235 | $114.5K | 0.00% | −128−9.4% | Reduced |
| First Horizon Corp | 1,256 | $116.4K | 0.00% | −990−44.1% | Reduced |
| FWL Investment Management, LLC | 1,331 | $123.4K | 0.03% | 00.0% | Unchanged |
| Deane Retirement Strategies, Inc. | 1,367 | $126.7K | 0.05% | +1,037+314.2% | Added |
| Maseco LLP | 1,394 | $129.2K | 0.00% | +1,394 | New |
| Private Wealth Asset Management, LLC | 1,400 | $129.8K | 0.01% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 1,437 | $133.2K | 0.00% | +198+16.0% | Added |
| Gould Capital, LLC | 1,624 | $150.5K | 0.09% | +467+40.4% | Added |
| Piscataqua Savings Bank | 1,791 | $166.0K | 0.12% | 00.0% | Unchanged |
| BFSG, LLC | 1,877 | $174.0K | 0.02% | 00.0% | Unchanged |
| TD Capital Management LLC | 1,993 | $184.7K | 0.02% | 00.0% | Unchanged |
| Hickory Point Bank & Trust | 2,010 | $186.3K | 0.12% | −2,675−57.1% | Reduced |
| Loomis Sayles & Co L P | 2,010 | $186.3K | 0.00% | +2,010 | New |
| Bulwark Capital Corp | 2,039 | $189.0K | 0.12% | −648−24.1% | Reduced |
| Elevated Capital Advisors, LLC | 2,129 | $197.3K | 0.05% | −158−6.9% | Reduced |
| Key Financial Inc | 2,147 | $199.0K | 0.04% | 00.0% | Unchanged |
| Shrier Wealth Management, LLC | 2,162 | $200.4K | 0.07% | −265−10.9% | Reduced |
| Rosenberg Matthew Hamilton | 2,162 | $200.4K | 0.04% | 00.0% | Unchanged |
| Blackston Financial Advisory Group, LLC | 2,163 | $200.5K | 0.13% | +2,163 | New |
| Fisher Asset Management, LLC | 2,173 | $201.5K | 0.00% | −8,178−79.0% | Reduced |
| Excalibur Management Corp | 2,183 | $202.3K | 0.07% | +2,183 | New |
| Dorsey & Whitney Trust CO LLC | 2,184 | $202.4K | 0.01% | +2,184 | New |
| Community Bank, N.A. | 2,195 | $203.4K | 0.02% | −340−13.4% | Reduced |
| Bridges Investment Management Inc | 2,207 | $204.6K | 0.00% | +2,207 | New |
| Compass Financial Services Inc | 2,214 | $205.2K | 0.09% | +1,829+475.1% | Added |
| SFG Wealth Management, LLC. | 2,215 | $205.3K | 0.08% | +2,215 | New |
| Northern Trust Corp | 2,222 | $206.0K | 0.00% | +2,222 | New |
| Ritholtz Wealth Management | 2,250 | $208.6K | 0.00% | +2,250 | New |
| Oasis Advisors, LLC | 2,261 | $209.6K | 0.04% | +2,261 | New |
| Kavar Capital Partners Group, LLC | 2,265 | $209.9K | 0.03% | +2,265 | New |
| Charter Trust Co | 2,269 | $210.3K | 0.01% | +2,269 | New |
| Financial Engines Advisors L.L.C. | 2,285 | $211.8K | 0.00% | +2,285 | New |
| Laurel Oak Wealth Management, LLC | 2,288 | $212.1K | 0.04% | −1,663−42.1% | Reduced |
| D'Orazio & Associates, Inc. | 2,290 | $212.3K | 0.03% | +2,290 | New |
| Invested Advisors | 2,309 | $214.0K | 0.22% | −62−2.6% | Reduced |
| Elevation Wealth Management LLC | 2,319 | $214.9K | 0.20% | −302−11.5% | Reduced |
| Range Financial Group LLC | 2,327 | $215.7K | 0.07% | −3,018−56.5% | Reduced |
| Impact Partnership Wealth, LLC | 2,360 | $218.7K | 0.03% | −630−21.1% | Reduced |
| Wealthgarden F.S. LLC | 2,366 | $219.3K | 0.15% | −1,322−35.8% | Reduced |
| VisionPoint Advisory Group, LLC | 2,368 | $219.5K | 0.04% | +2,368 | New |
| Bluesphere Advisors, LLC | 2,374 | $220.0K | 0.08% | −172−6.8% | Reduced |
| Stone Point Wealth LLC | 2,374 | $220.0K | 0.06% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 2,379 | $220.5K | 0.00% | −2,198−48.0% | Reduced |
| Foguth Wealth Management, LLC. | 2,453 | $220.6K | 0.03% | −442−15.3% | Reduced |
| Allen Capital Group, LLC | 2,395 | $222.0K | 0.02% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 2,420 | $224.3K | 0.04% | +2,420 | New |
| Endeavor Private Wealth, Inc. | 2,428 | $225.1K | 0.06% | −773−24.1% | Reduced |
| Stonebrook Private Inc. | 2,430 | $225.2K | 0.05% | −1,095−31.1% | Reduced |
| Traynor Capital Management, Inc. | 2,524 | $225.4K | 0.01% | −51−2.0% | Reduced |
| Maridea Wealth Management LLC | 2,440 | $226.2K | 0.03% | +2,440 | New |
| Lansing Street Advisors | 2,484 | $230.2K | 0.06% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 2,503 | $232.0K | 0.01% | +601+31.6% | Added |
| Fermata Advisors, LLC | 2,508 | $232.5K | 0.05% | +2,508 | New |
| Salomon & Ludwin, LLC | 2,521 | $233.1K | 0.02% | −51−2.0% | Reduced |
| Tobias Financial Advisors, Inc. | 2,520 | $233.6K | 0.03% | +108+4.5% | Added |
| Hofer & Associates. Inc | 2,541 | $235.5K | 0.13% | +52+2.1% | Added |
| RDA Financial Network | 2,572 | $238.4K | 0.06% | −5,022−66.1% | Reduced |
| Redwood Park Advisors LLC | 2,586 | $239.7K | 0.18% | +776+42.9% | Added |
| Nicholas Hoffman & Company, LLC. | 2,623 | $243.1K | 0.01% | +2,623 | New |
| LaSalle St. Investment Advisors, LLC | 2,627 | $243.5K | 0.03% | −315−10.7% | Reduced |
| Richardson Financial Services Inc. | 2,645 | $245.1K | 0.15% | −150−5.4% | Reduced |
| Marks Group Wealth Management, Inc | 2,649 | $245.5K | 0.02% | +2,649 | New |
| Redhawk Wealth Advisors, Inc. | 2,650 | $245.6K | 0.03% | −3,260−55.2% | Reduced |
| Moneta Group Investment Advisors LLC | 2,651 | $245.7K | 0.00% | −24−0.9% | Reduced |
| Capital Squared Financial LLC | 2,655 | $246.1K | 0.19% | −220−7.7% | Reduced |
| Oregon Pacific Wealth Management, LLC | 2,662 | $246.7K | 0.26% | −1,114−29.5% | Reduced |
| Centaurus Financial, Inc. | 2,664 | $247.0K | 0.01% | −5,442−67.1% | Reduced |
| Soundwatch Capital LLC | 2,667 | $247.2K | 0.03% | 00.0% | Unchanged |
| Freestone Capital Holdings, LLC | 2,670 | $247.5K | 0.01% | −18,266−87.2% | Reduced |
| Financial & Tax Architects, LLC | 2,674 | $247.9K | 0.06% | +2,674 | New |
| Fortis Capital Advisors, LLC | 2,689 | $249.2K | 0.03% | −3,575−57.1% | Reduced |
| Maripau Wealth Management LLC | 2,709 | $251.1K | 0.11% | −2,246−45.3% | Reduced |
| Advisory Alpha, LLC | 2,686 | $251.2K | 0.01% | −10,330−79.4% | Reduced |
| Chicago Partners Investment Group LLC | 2,690 | $252.3K | 0.01% | +2,690 | New |
| Briggs Wealth Management, Inc | 2,725 | $252.6K | 0.27% | −603−18.1% | Reduced |
| Keel Point, LLC | 2,726 | $252.7K | 0.02% | +95+3.6% | Added |
| Beacon Financial Group | 2,733 | $253.3K | 0.03% | −1,426−34.3% | Reduced |
| Birch Capital Management, LLC | 2,740 | $254.0K | 0.13% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 2,743 | $254.2K | 0.00% | +2,743 | New |
| Peapack Gladstone Financial Corp | 2,764 | $256.0K | 0.00% | +2,764 | New |
| Brian Low Financial Group, LLC | 2,768 | $256.6K | 0.17% | −169−5.8% | Reduced |
| Iron Financial, LLC | 2,773 | $257.0K | 0.11% | −1,038−27.2% | Reduced |
| Mason Investment Advisory Services, Inc. | 2,774 | $257.1K | 0.01% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 2,777 | $257.4K | 0.02% | +386+16.1% | Added |