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 |
|---|---|---|---|---|---|
| Quest 10 Wealth Builders, Inc. | 8,100 | $750.8K | 0.66% | −1,132−12.3% | Reduced |
| Belpointe Asset Management LLC | 8,108 | $751.5K | 0.03% | −3,024−27.2% | Reduced |
| Pacific Capital Wealth Advisors, Inc | 8,134 | $753.9K | 0.13% | +3,215+65.4% | Added |
| Fundamentun, LLC | 8,162 | $756.5K | 0.03% | 00.0% | Unchanged |
| Crews Bank & Trust | 8,215 | $761.4K | 0.11% | −235−2.8% | Reduced |
| Pensionmark Financial Group, LLC | 8,222 | $762.1K | 0.01% | +1,012+14.0% | Added |
| Corecam Pte. Ltd. | 8,240 | $763.8K | 0.33% | +3,970+93.0% | Added |
| Snowden Capital Advisors LLC | 8,275 | $767.0K | 0.02% | +8,275 | New |
| Dynamic Advisor Solutions LLC | 8,300 | $769.3K | 0.02% | +686+9.0% | Added |
| Denver Wealth Management, Inc. | 8,421 | $780.5K | 0.27% | 00.0% | Unchanged |
| Alesco Advisors LLC | 8,470 | $785.1K | 0.02% | 00.0% | Unchanged |
| Savant Capital, LLC | 8,546 | $792.1K | 0.00% | +646+8.2% | Added |
| Cornerstone Planning Group LLC | 8,789 | $792.2K | 0.11% | +8,720+12,637.7% | Added |
| HSBC Holdings PLC | 8,547 | $792.2K | 0.00% | −2,486−22.5% | Reduced |
| Tradition Wealth Management, LLC | 8,614 | $798.4K | 0.06% | −17,153−66.6% | Reduced |
| Proficio Capital Partners LLC | 8,685 | $805.0K | 0.04% | 00.0% | Unchanged |
| Oakmont Advisory Group, LLC | 8,727 | $808.9K | 0.82% | +1,726+24.7% | Added |
| Advyzon Investment Management, LLC | 8,856 | $820.9K | 0.07% | −7,421−45.6% | Reduced |
| Insigneo Advisory Services, LLC | 8,978 | $832.2K | 0.06% | +2,391+36.3% | Added |
| Shepherd Financial Partners LLC | 9,118 | $845.1K | 0.08% | +198+2.2% | Added |
| BlackRock, Inc. | 9,148 | $847.9K | 0.00% | −1,406−13.3% | Reduced |
| Middleton & Co Inc | 9,151 | $848.2K | 0.10% | 00.0% | Unchanged |
| 4WEALTH Advisors, Inc. | 9,553 | $853.3K | 0.73% | −20−0.2% | Reduced |
| Creative Financial Designs Inc | 9,251 | $857.5K | 0.05% | −1,206−11.5% | Reduced |
| Wealthcare Capital Management LLC | 9,293 | $861.4K | 0.09% | −252−2.6% | Reduced |
| Focused Alpha, LLC | 9,496 | $880.2K | 0.27% | −544−5.4% | Reduced |
| Indiana Trust & Investment Management CO | 9,500 | $880.6K | 0.27% | 00.0% | Unchanged |
| Daymark Wealth Partners, LLC | 9,576 | $887.6K | 0.03% | −244−2.5% | Reduced |
| Michael B. Yongue | 9,657 | $895.1K | 0.65% | −2,423−20.1% | Reduced |
| Vantage Point Financial LLC | 9,714 | $900.4K | 0.32% | −22,957−70.3% | Reduced |
| Legacy Solutions, LLC | 9,803 | $908.6K | 0.84% | +9,803 | New |
| Vista Finance, LLC | 9,951 | $922.4K | 0.73% | +9,951 | New |
| Brighton Jones LLC | 10,049 | $931.4K | 0.02% | +10,049 | New |
| JBR Co Financial Management Inc | 11,190 | $955.3K | 0.40% | 00.0% | Unchanged |
| MSH Capital Advisors LLC | 10,416 | $965.5K | 0.20% | −1,842−15.0% | Reduced |
| Nvest Financial, LLC | 10,450 | $968.6K | 0.36% | +10,450 | New |
| Astoria Portfolio Advisors LLC. | 10,539 | $976.2K | 0.21% | −8,527−44.7% | Reduced |
| Keudell/Morrison Wealth Management | 10,714 | $993.0K | 0.20% | +272+2.6% | Added |
| Wedmont Private Capital | 10,777 | $1.01M | 0.03% | +862+8.7% | Added |
| HBW Advisory Services LLC | 10,896 | $1.01M | 0.11% | −2,169−16.6% | Reduced |
| Ancora Advisors, LLC | 10,904 | $1.01M | 0.02% | −300−2.7% | Reduced |
| JT Stratford LLC | 10,991 | $1.02M | 0.13% | +804+7.9% | Added |
| CX Institutional | 11,012 | $1.02M | 0.03% | −3,984−26.6% | Reduced |
| RMR Wealth Builders | 11,033 | $1.02M | 0.08% | +2,710+32.6% | Added |
| Triumph Capital Management | 11,273 | $1.04M | 0.21% | +591+5.5% | Added |
| Parallel Advisors, LLC | 11,285 | $1.05M | 0.02% | −179−1.6% | Reduced |
| Acorn Wealth Advisors, LLC | 11,352 | $1.05M | 0.31% | +225+2.0% | Added |
| Ausdal Financial Partners, Inc. | 11,376 | $1.05M | 0.05% | −1,837−13.9% | Reduced |
| Wallace Advisory Group, LLC | 11,513 | $1.07M | 1.14% | −4,480−28.0% | Reduced |
| A4 Wealth Advisors LLC | 11,822 | $1.10M | 0.91% | −998−7.8% | Reduced |
| Kovack Advisors, Inc. | 11,807 | $1.10M | 0.06% | +1,130+10.6% | Added |
| SVRN Asset Management, LLC | 11,947 | $1.11M | 1.07% | 00.0% | Unchanged |
| Clear Creek Financial Management, LLC | 11,961 | $1.11M | 0.08% | +4,555+61.5% | Added |
| Advisor Resource Council | 11,992 | $1.11M | 0.44% | −3,352−21.8% | Reduced |
| Sovereign Financial Group, Inc. | 11,998 | $1.11M | 0.19% | +28+0.2% | Added |
| Caldwell Trust Co | 12,204 | $1.13M | 0.10% | −859−6.6% | Reduced |
| Sheets Smith Wealth Management | 12,335 | $1.14M | 0.13% | +2,052+20.0% | Added |
| Formidable Asset Management, LLC | 13,394 | $1.14M | 0.18% | −562−4.0% | Reduced |
| Colony Group, LLC | 12,218 | $1.15M | 0.00% | +3,549+40.9% | Added |
| Central Trust Co | 12,367 | $1.15M | 0.02% | −1,192−8.8% | Reduced |
| Destiny Capital Corp | 12,464 | $1.16M | 0.62% | +2,076+20.0% | Added |
| Hopwood Nicholas Hunter | 12,511 | $1.16M | 0.37% | −877−6.6% | Reduced |
| Florida Financial Advisors, LLC | 12,531 | $1.16M | 0.28% | +3,084+32.6% | Added |
| HighPoint Advisor Group LLC | 12,572 | $1.17M | 0.05% | +713+6.0% | Added |
| Johnson Financial Group, Inc. | 12,674 | $1.17M | 0.04% | 00.0% | Unchanged |
| Able Wealth Management LLC | 12,688 | $1.18M | 0.31% | +5,985+89.3% | Added |
| Cullen/Frost Bankers, Inc. | 12,787 | $1.19M | 0.01% | −2,860−18.3% | Reduced |
| Cassilly Financial Group LLC | 12,947 | $1.20M | 1.04% | −18−0.1% | Reduced |
| Auour Investments LLC | 13,015 | $1.21M | 0.38% | −141−1.1% | Reduced |
| Meridian Wealth Management, LLC | 13,169 | $1.22M | 0.04% | −213−1.6% | Reduced |
| Gambit Capital Management, LLC | 13,258 | $1.23M | 0.88% | −90−0.7% | Reduced |
| Quantify Chaos Advisors, LLC | 13,264 | $1.23M | 3.83% | +121+0.9% | Added |
| U.S. Capital Wealth Advisors, LLC | 13,381 | $1.24M | 0.03% | −766−5.4% | Reduced |
| Fort Washington Investment Advisors Inc | 13,601 | $1.26M | 0.01% | +157+1.2% | Added |
| CacheTech Inc. | 13,617 | $1.26M | 0.24% | +1,504+12.4% | Added |
| Biltmore Family Office, LLC | 13,626 | $1.26M | 0.18% | −10,000−42.3% | Reduced |
| Valtinson Bruner Financial Planning LLC | 13,719 | $1.27M | 0.35% | −403−2.9% | Reduced |
| Tableaux LLC | 13,773 | $1.28M | 0.62% | +9,457+219.1% | Added |
| Integrated Wealth Concepts LLC | 13,832 | $1.28M | 0.01% | −2,020−12.7% | Reduced |
| Waterloo Capital, L.P. | 13,967 | $1.29M | 0.09% | −36−0.3% | Reduced |
| FMR LLC | 14,038 | $1.30M | 0.00% | +1,899+15.6% | Added |
| Clark Asset Management, LLC | 14,350 | $1.33M | 0.12% | +288+2.0% | Added |
| Entrust Financial LLC | 14,458 | $1.34M | 0.94% | −2,317−13.8% | Reduced |
| Capital Management Associates, Inc | 14,533 | $1.35M | 0.30% | −714−4.7% | Reduced |
| Wellington-Altus USA Inc. | 17,013 | $1.35M | 0.80% | −10,611−38.4% | Reduced |
| Silver Oak Securities, Inc | 14,763 | $1.37M | 0.10% | +108+0.7% | Added |
| Adviser Investments LLC | 14,766 | $1.37M | 0.01% | −34,995−70.3% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 14,824 | $1.37M | 0.08% | +1,045+7.6% | Added |
| Standard Life Aberdeen plc | 14,880 | $1.38M | 0.00% | +8,319+126.8% | Added |
| Tocqueville Asset Management L.P. | 14,923 | $1.38M | 0.02% | +13+0.1% | Added |
| Frederick Financial Consultants, LLC | 15,145 | $1.40M | 0.70% | +110+0.7% | Added |
| First Financial Bank - Trust Division | 15,176 | $1.41M | 0.11% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 15,179 | $1.41M | 0.00% | +957+6.7% | Added |
| Nomura Asset Management International Inc. | 15,233 | $1.41M | 0.00% | +15,233 | New |
| Nicolet Bankshares Inc | 15,266 | $1.42M | 0.05% | +15,266 | New |
| S. R. Schill & Associates | 15,346 | $1.42M | 0.96% | −2,254−12.8% | Reduced |
| Kohmann Bosshard Financial Services, LLC | 15,512 | $1.44M | 0.14% | +9,673+165.7% | Added |
| Caerus Investment Advisors, LLC | 15,658 | $1.45M | 0.61% | −1,311−7.7% | Reduced |
| Focus Financial Network, Inc. | 15,734 | $1.46M | 0.05% | −13,234−45.7% | Reduced |
| Continuum Advisory, LLC | 15,814 | $1.47M | 0.14% | −247−1.5% | Reduced |