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 |
|---|---|---|---|---|---|
| Family CFO Inc | 4,684 | $434.2K | 0.19% | +4,684 | New |
| Regions Financial Corp | 4,719 | $437.4K | 0.00% | +41+0.9% | Added |
| Capital Investment Advisory Services, LLC | 4,740 | $439.4K | 0.03% | +294+6.6% | Added |
| Thoroughbred Financial Services, LLC | 4,756 | $440.0K | 0.03% | 00.0% | Unchanged |
| Spire Wealth Management | 4,753 | $440.6K | 0.02% | −282−5.6% | Reduced |
| Resources Investment Advisors, LLC. | 4,774 | $442.5K | 0.00% | +1,343+39.1% | Added |
| GWN Securities Inc. | 4,786 | $443.6K | 0.08% | −250−5.0% | Reduced |
| WealthPLAN Partners, LLC | 4,860 | $450.5K | 0.09% | −10,552−68.5% | Reduced |
| Arwa LLC | 4,781 | $451.2K | 0.22% | +1,439+43.1% | Added |
| Crestwood Advisors Group LLC | 4,888 | $453.1K | 0.01% | +4,888 | New |
| Rossby Financial, LCC | 4,814 | $454.0K | 0.09% | +4,788+18,415.4% | Added |
| Strategic Blueprint, LLC | 4,913 | $455.4K | 0.03% | −5,093−50.9% | Reduced |
| BKA Wealth Consulting, Inc. | 4,931 | $457.1K | 0.35% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 4,942 | $458.1K | 0.18% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 4,946 | $458.4K | 0.01% | −6,865−58.1% | Reduced |
| HB Wealth Management, LLC | 4,959 | $459.6K | 0.00% | −246−4.7% | Reduced |
| Greenwich Wealth Management LLC | 4,963 | $460.0K | 0.02% | +585+13.4% | Added |
| Silverlake Wealth Management LLC | 5,033 | $466.5K | 0.10% | −105−2.0% | Reduced |
| Ami Asset Management Corp | 5,069 | $469.8K | 0.03% | +5,069 | New |
| Titleist Asset Management, LLC | 5,083 | $471.1K | 0.04% | +5,083 | New |
| B.O.S.S. Retirement Advisors, LLC | 5,130 | $475.5K | 0.14% | −17,259−77.1% | Reduced |
| Clarity Capital Advisors, LLC | 5,197 | $481.7K | 0.22% | +5,197 | New |
| Equita Financial Network, Inc. | 5,212 | $483.1K | 0.15% | +1,457+38.8% | Added |
| WealthPoint Financial, LLC | 5,252 | $486.8K | 0.41% | −10,889−67.5% | Reduced |
| Absolute Capital Management, LLC | 5,258 | $487.4K | 0.16% | +302+6.1% | Added |
| Richards, Merrill & Peterson, Inc. | 5,340 | $495.0K | 0.18% | 00.0% | Unchanged |
| ShoreHaven Wealth Partners, LLC | 5,433 | $503.6K | 0.18% | −17−0.3% | Reduced |
| Talon Private Wealth, LLC | 5,460 | $506.1K | 0.07% | +5,460 | New |
| HM Payson & Co | 5,511 | $510.8K | 0.01% | +261+5.0% | Added |
| Oceanside Advisors LLC | 5,527 | $512.3K | 0.29% | −69−1.2% | Reduced |
| Total Clarity Wealth Management, Inc. | 5,547 | $514.2K | 0.12% | +1,009+22.2% | Added |
| McAdam, LLC | 5,593 | $518.4K | 0.02% | +14+0.3% | Added |
| Etesian Wealth Advisors, Inc. | 5,619 | $520.8K | 0.17% | −359−6.0% | Reduced |
| Fortis Capital Management LLC | 5,794 | $537.0K | 0.07% | +5,794 | New |
| Savvy Advisors, Inc. | 5,795 | $537.1K | 0.01% | −65,439−91.9% | Reduced |
| Valeo Financial Advisors, LLC | 5,827 | $540.1K | 0.01% | +599+11.5% | Added |
| Harbor Capital Advisors, Inc. | 5,840 | $541.0K | 0.04% | +155+2.7% | Added |
| Washington Trust Co | 5,843 | $541.6K | 0.02% | +500+9.4% | Added |
| Bauman Advisory Group, LLC | 5,888 | $545.8K | 0.38% | −109−1.8% | Reduced |
| Anchor Investment Management, LLC | 5,899 | $546.8K | 0.05% | −50−0.8% | Reduced |
| Range Advisory, LLC | 5,923 | $549.0K | 0.10% | +909+18.1% | Added |
| Gerber Kawasaki Wealth & Investment Management | 5,951 | $551.6K | 0.02% | +1,527+34.5% | Added |
| Souders Financial Advisors | 6,010 | $557.1K | 0.06% | 00.0% | Unchanged |
| MBE Wealth Management, LLC | 6,018 | $557.8K | 0.23% | −102−1.7% | Reduced |
| Principal Securities, Inc. | 6,059 | $561.6K | 0.01% | −158−2.5% | Reduced |
| Sound View Wealth Advisors Group, LLC | 6,105 | $565.9K | 0.04% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 6,328 | $569.3K | 0.17% | +726+13.0% | Added |
| Norden Group LLC | 6,174 | $572.3K | 0.05% | −2,856−31.6% | Reduced |
| Tactive Advisors, LLC | 6,187 | $573.5K | 0.16% | −785−11.3% | Reduced |
| Weil Company, Inc. | 6,248 | $579.1K | 0.13% | 00.0% | Unchanged |
| King Wealth | 6,301 | $584.0K | 0.07% | 00.0% | Unchanged |
| Manhattan West Asset Management, LLC | 6,313 | $585.2K | 0.11% | +3,241+105.5% | Added |
| Decker Wealth Management LLC | 6,335 | $587.2K | 0.13% | 00.0% | Unchanged |
| Annex Advisory Services, LLC | 6,346 | $588.2K | 0.01% | +747+13.3% | Added |
| Sentinel Trust Co Lba | 6,355 | $589.0K | 0.06% | 00.0% | Unchanged |
| CMC Financial Group | 6,400 | $593.2K | 1.20% | +6,400 | New |
| Tempus Wealth Planning, LLC | 6,449 | $597.8K | 0.14% | −4,555−41.4% | Reduced |
| ArborFi Advisors, LLC | 6,478 | $600.4K | 0.49% | −1,468−18.5% | Reduced |
| Global View Capital Management LLC | 6,486 | $601.2K | 0.16% | +839+14.9% | Added |
| Total Investment Management Inc | 6,556 | $607.7K | 0.07% | −3,488−34.7% | Reduced |
| Miller Global Investments, LLC | 6,594 | $611.2K | 0.56% | −400−5.7% | Reduced |
| Redwood Investment Management, LLC | 6,613 | $613.0K | 0.08% | −10,185−60.6% | Reduced |
| Eldridge Investment Advisors, Inc. | 6,652 | $616.6K | 0.14% | −210−3.1% | Reduced |
| International Assets Investment Management, LLC | 6,605 | $622.9K | 0.04% | +4,805+266.9% | Added |
| Private Trust Co NA | 6,748 | $625.5K | 0.06% | −42−0.6% | Reduced |
| TCG Advisory Services, LLC | 6,761 | $626.7K | 0.02% | +6,761 | New |
| Flputnam Investment Management Co | 6,779 | $628.3K | 0.01% | −377−5.3% | Reduced |
| Garde Capital, Inc. | 6,823 | $632.4K | 0.04% | +6,823 | New |
| OneAscent Financial Services LLC | 6,829 | $633.0K | 0.03% | +1,987+41.0% | Added |
| Independent Wealth Network Inc. | 6,873 | $637.1K | 0.19% | +6,873 | New |
| Spectrum Planning & Advisory Services Inc. | 6,891 | $638.7K | 0.32% | +528+8.3% | Added |
| Theory Financial LLC | 6,904 | $639.9K | 0.22% | −12,949−65.2% | Reduced |
| Curtis Wealth Management LLC | 6,973 | $646.3K | 0.61% | −7,501−51.8% | Reduced |
| Prosperity Consulting Group, LLC | 7,058 | $654.2K | 0.03% | −3,215−31.3% | Reduced |
| Fiscal Wisdom Wealth Management, LLC | 7,090 | $657.2K | 0.63% | +242+3.5% | Added |
| Advisors Capital Management, LLC | 7,159 | $663.6K | 0.01% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 7,173 | $664.8K | 0.43% | −4,610−39.1% | Reduced |
| Hamilton Capital, LLC | 7,220 | $669.2K | 0.03% | +546+8.2% | Added |
| Smartleaf Asset Management LLC | 7,523 | $672.0K | 0.02% | −8,017−51.6% | Reduced |
| Intrua Financial, LLC | 7,261 | $673.0K | 0.07% | −345−4.5% | Reduced |
| MKT Advisors LLC | 7,258 | $675.3K | 0.23% | −541−6.9% | Reduced |
| Almanack Investment Partners, LLC. | 7,335 | $679.9K | 0.11% | +1,830+33.2% | Added |
| OMNI 360 Wealth, Inc. | 7,350 | $681.3K | 0.35% | −1,650−18.3% | Reduced |
| Wealth Alliance | 7,416 | $687.4K | 0.07% | −1,636−18.1% | Reduced |
| United Capital Financial Advisers, LLC | 7,497 | $694.9K | 0.00% | −480−6.0% | Reduced |
| Millstone Evans Group, LLC | 7,499 | $695.1K | 0.42% | +1,000+15.4% | Added |
| Coastal Investment Advisors, Inc. | 7,542 | $699.1K | 0.24% | +7,542 | New |
| Alpha Financial Partners, LLC | 7,591 | $703.6K | 0.42% | −569−7.0% | Reduced |
| GWM Advisors LLC | 7,690 | $712.8K | 0.00% | −191,266−96.1% | Reduced |
| Ares Financial Consulting, LLC | 7,590 | $715.8K | 0.56% | +1,448+23.6% | Added |
| Mather Group, LLC. | 7,780 | $721.1K | 0.01% | 00.0% | Unchanged |
| Appleton Partners Inc | 7,803 | $723.0K | 0.05% | +202+2.7% | Added |
| Signet Financial Management, LLC | 7,833 | $726.0K | 0.08% | −1,198−13.3% | Reduced |
| Tokio Marine Asset Management Co Ltd | 7,900 | $732.3K | 0.03% | −700−8.1% | Reduced |
| Tower Bridge Advisors | 7,965 | $738.3K | 0.07% | +7,965 | New |
| Matrix Trust Co | 8,037 | $745.0K | 0.12% | −6,521−44.8% | Reduced |
| Wedbush Securities Inc | 8,046 | $746.0K | 0.02% | −890−10.0% | Reduced |
| First Heartland Consultants, Inc. | 8,055 | $746.6K | 0.06% | +4,099+103.6% | Added |
| Integrity Advisory Solutions, LLC | 8,085 | $749.4K | 0.10% | +337+4.3% | Added |
| HORAN Wealth, LLC | 8,785 | $749.9K | 0.07% | +8,785 | New |