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 |
|---|---|---|---|---|---|
| LFG Wealth Partners, LLC | 2,790 | $258.6K | 0.16% | −106−3.7% | Reduced |
| Moseley Investment Management Inc | 2,815 | $260.9K | 0.08% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 2,828 | $262.1K | 0.00% | +2,828 | New |
| Federation des caisses Desjardins du Quebec | 2,866 | $265.6K | 0.00% | +56+2.0% | Added |
| Rodgers & Associates, LTD | 2,875 | $266.5K | 0.03% | 00.0% | Unchanged |
| OxenFree Capital LLC | 2,825 | $268.1K | 0.13% | −15−0.5% | Reduced |
| Richardson Capital Management LLC | 2,905 | $269.3K | 0.13% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 2,910 | $269.7K | 0.02% | +526+22.1% | Added |
| Steel Peak Wealth Management LLC | 2,919 | $270.6K | 0.01% | 00.0% | Unchanged |
| Smith, Salley & Associates | 2,946 | $273.1K | 0.01% | +2,946 | New |
| WealthBridge Capital Management, LLC | 2,947 | $273.2K | 0.06% | +60+2.1% | Added |
| Washington Trust Advisors, Inc. | 2,948 | $273.3K | 0.02% | +827+39.0% | Added |
| Saxony Capital Management, LLC | 2,950 | $273.4K | 0.16% | −7,626−72.1% | Reduced |
| HCR Wealth Advisors | 2,964 | $274.7K | 0.03% | 00.0% | Unchanged |
| Marino, Stram & Associates LLC | 2,965 | $274.8K | 0.05% | +2,965 | New |
| Mosaic Family Wealth Partners, LLC | 2,970 | $275.3K | 0.03% | −616−17.2% | Reduced |
| Burke & Herbert Bank & Trust Co | 2,972 | $275.5K | 0.08% | +2,972 | New |
| Strathmore Capital Advisors, Inc. | 2,957 | $276.0K | 0.08% | +2,957 | New |
| Abacus Wealth Partners, LLC | 3,000 | $278.1K | 0.03% | +3,000 | New |
| Kingswood Wealth Advisors, LLC | 3,011 | $279.1K | 0.01% | −2,912−49.2% | Reduced |
| Facet Wealth, Inc. | 3,014 | $279.4K | 0.00% | +322+12.0% | Added |
| Berkshire Asset Management LLC | 3,018 | $279.7K | 0.01% | 00.0% | Unchanged |
| XTX Topco Ltd | 3,029 | $280.8K | 0.00% | +3,029 | New |
| Refined Wealth Management | 3,072 | $284.7K | 0.18% | 00.0% | Unchanged |
| Cypress Capital Group | 3,072 | $284.7K | 0.03% | +3,072 | New |
| N.E.W. Advisory Services LLC | 3,079 | $285.4K | 0.02% | +4+0.1% | Added |
| MidFirst Bank | 3,082 | $285.7K | 0.02% | −23−0.7% | Reduced |
| Strategic Wealth Partners, Ltd. | 3,085 | $285.9K | 0.02% | −138−4.3% | Reduced |
| Axxcess Wealth Management, LLC | 3,110 | $288.3K | 0.01% | −2,613−45.7% | Reduced |
| Asset Allocation Strategies LLC | 3,110 | $288.3K | 0.05% | +206+7.1% | Added |
| International Private Wealth Advisors LLC | 3,116 | $288.8K | 0.18% | −92−2.9% | Reduced |
| Painted Porch Advisors LLC | 3,121 | $289.3K | 0.14% | −7−0.2% | Reduced |
| Camden Capital, LLC | 3,126 | $289.7K | 0.02% | +3,126 | New |
| WealthTrak Capital Management LLC | 3,130 | $290.1K | 0.21% | −6,502−67.5% | Reduced |
| Flatrock Wealth Partners LLC | 3,137 | $290.8K | 0.13% | +57+1.9% | Added |
| DGS Capital Management, LLC | 3,150 | $292.0K | 0.05% | 00.0% | Unchanged |
| Bouchey Financial Group Ltd | 3,110 | $293.5K | 0.02% | −36−1.1% | Reduced |
| Essential Partners LLC | 3,245 | $300.8K | 0.10% | +300+10.2% | Added |
| Gen-Wealth Partners Inc | 3,269 | $303.0K | 0.10% | −6,435−66.3% | Reduced |
| Indivisible Partners | 3,275 | $303.6K | 0.03% | +142+4.5% | Added |
| Professional Financial Advisors, LLC | 3,326 | $308.3K | 0.06% | +21+0.6% | Added |
| Tranquility Partners, LLC | 3,383 | $313.6K | 0.12% | 00.0% | Unchanged |
| Firethorn Wealth Partners, LLC | 3,435 | $318.4K | 0.12% | −4,226−55.2% | Reduced |
| Aegis Wealth Management LLC | 3,445 | $319.3K | 0.18% | −1,253−26.7% | Reduced |
| Genesis Private Wealth, LLC | 3,461 | $320.8K | 0.10% | −226−6.1% | Reduced |
| National Wealth Management Group, LLC | 3,468 | $321.4K | 0.12% | +441+14.6% | Added |
| Virtue Capital Management, LLC | 3,619 | $323.2K | 0.05% | +3,619 | New |
| Archer Investment Management, LLC | 3,500 | $324.4K | 0.14% | +3,500 | New |
| Roman Butler Fullerton & Co | 3,494 | $327.1K | 0.09% | −2,066−37.2% | Reduced |
| Triad Wealth Partners, LLC | 3,530 | $327.2K | 0.03% | −2,211−38.5% | Reduced |
| Brookwood Investment Group LLC | 3,538 | $327.9K | 0.04% | −843−19.2% | Reduced |
| Carnegie Capital Asset Management, LLC | 3,550 | $329.1K | 0.01% | +200+6.0% | Added |
| Armstrong, Fleming & Moore, Inc | 3,560 | $330.0K | 0.14% | 00.0% | Unchanged |
| Invera Wealth Advisors, LLC | 3,573 | $331.2K | 0.21% | +512+16.7% | Added |
| Barnett & Company, Inc. | 3,576 | $331.5K | 0.26% | +16+0.4% | Added |
| Eqis Capital Management, Inc. | 3,582 | $332.0K | 0.10% | +3,582 | New |
| Gibbs Wealth Management | 3,587 | $332.5K | 0.04% | −899−20.0% | Reduced |
| Sutton Place Investors LLC | 3,601 | $333.8K | 0.18% | −3,298−47.8% | Reduced |
| Estate Planners Group, LLC | 3,616 | $335.2K | 0.16% | +355+10.9% | Added |
| Clifford Group, LLC | 3,626 | $336.1K | 0.26% | −937−20.5% | Reduced |
| Tfo-TDC, LLC | 3,658 | $339.1K | 0.05% | +358+10.8% | Added |
| Astra Wealth Partners LLC | 3,673 | $340.4K | 0.21% | +3,673 | New |
| Blue Water Asset Management | 3,736 | $346.3K | 0.12% | +40+1.1% | Added |
| LeClair Wealth Partners LLC | 3,736 | $346.3K | 0.12% | +3,736 | New |
| Catalina Capital Group, LLC | 3,741 | $346.8K | 0.21% | −4,036−51.9% | Reduced |
| Prospera Financial Services Inc | 3,849 | $356.8K | 0.01% | 00.0% | Unchanged |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 3,855 | $357.3K | 0.02% | −7,442−65.9% | Reduced |
| LongView Wealth Management | 3,734 | $358.1K | 0.09% | +210+6.0% | Added |
| Entruity Wealth, LLC | 3,900 | $361.5K | 0.25% | 00.0% | Unchanged |
| Aspiriant, LLC | 3,902 | $361.7K | 0.01% | +65+1.7% | Added |
| Balance Wealth, LLC | 3,904 | $361.9K | 0.11% | 00.0% | Unchanged |
| Mma Asset Management LLC | 3,913 | $362.7K | 0.13% | +673+20.8% | Added |
| Meeder Advisory Services, Inc. | 3,943 | $365.5K | 0.02% | −5−0.1% | Reduced |
| Angeles Wealth Management, LLC | 3,946 | $365.8K | 0.02% | +1,065+37.0% | Added |
| Bell Investment Advisors, Inc | 3,985 | $369.4K | 0.06% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 4,010 | $371.7K | 0.02% | +4,010 | New |
| Paragon Advisors, LLC | 4,033 | $373.8K | 0.10% | +295+7.9% | Added |
| Livet Wealth, LLC | 4,040 | $374.5K | 0.24% | 00.0% | Unchanged |
| Net Worth Advisory Group | 4,070 | $377.2K | 0.08% | −287−6.6% | Reduced |
| Sowell Financial Services LLC | 4,102 | $380.2K | 0.01% | −1,040−20.2% | Reduced |
| Inspire Advisors, LLC | 4,102 | $380.2K | 0.03% | +4,102 | New |
| Access Investment Management LLC | 4,120 | $381.9K | 0.10% | −480−10.4% | Reduced |
| Guidance Point Advisors, LLC | 4,122 | $382.1K | 0.09% | 00.0% | Unchanged |
| Verus Capital Partners, LLC | 4,146 | $384.3K | 0.03% | −5,900−58.7% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 4,150 | $384.7K | 0.13% | +650+18.6% | Added |
| Sunpointe, LLC | 4,193 | $388.6K | 0.13% | +4,193 | New |
| Meredith Wealth Planning | 4,197 | $389.0K | 0.11% | 00.0% | Unchanged |
| Greenleaf Trust | 4,204 | $389.7K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 4,220 | $391.2K | 0.06% | 00.0% | Unchanged |
| Hobbs Wealth Management, LLC | 4,344 | $402.6K | 0.40% | −3,787−46.6% | Reduced |
| First National Trust Co | 4,379 | $405.9K | 0.01% | −1,123−20.4% | Reduced |
| Asempa Wealth Advisors | 4,401 | $415.0K | 0.36% | +634+16.8% | Added |
| Beacon Financial Advisory LLC | 4,495 | $416.6K | 0.09% | −4,027−47.3% | Reduced |
| Noesis Capital Mangement Corp | 4,495 | $416.6K | 0.06% | +440+10.9% | Added |
| AlTi Global, Inc. | 4,518 | $418.8K | 0.01% | 00.0% | Unchanged |
| Novem Group | 4,581 | $424.6K | 0.05% | +345+8.1% | Added |
| Regal Investment Advisors LLC | 4,637 | $429.8K | 0.02% | +1,329+40.2% | Added |
| Financial Network Wealth Advisors LLC | 4,654 | $431.4K | 0.44% | −2,173−31.8% | Reduced |
| Capstone Financial Advisors, Inc. | 4,664 | $432.3K | 0.02% | −475−9.2% | Reduced |
| LexAurum Advisors, LLC | 4,679 | $433.7K | 0.06% | +4,679 | New |