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 |
|---|---|---|---|---|---|
| Nwam LLC | 15,883 | $1.47M | 0.08% | +1,092+7.4% | Added |
| Capital Analysts, LLC | 15,930 | $1.48M | 0.04% | +761+5.0% | Added |
| Copia Wealth Management | 15,975 | $1.48M | 1.02% | −86−0.5% | Reduced |
| Atomi Financial Group, Inc. | 16,030 | $1.49M | 0.05% | +2,764+20.8% | Added |
| Wealthcare Capital Partners, LLC | 16,288 | $1.51M | 0.71% | −313−1.9% | Reduced |
| EP Wealth Advisors, LLC | 16,431 | $1.52M | 0.01% | −2,548−13.4% | Reduced |
| Perennial Investment Advisors, LLC | 16,772 | $1.55M | 0.12% | −6,495−27.9% | Reduced |
| XY Planning Network, Inc. | 16,493 | $1.56M | 0.25% | +8,153+97.8% | Added |
| Daviman Financial, LLC | 16,824 | $1.56M | 0.92% | −18,546−52.4% | Reduced |
| Apollon Wealth Management, LLC | 16,926 | $1.57M | 0.03% | −6,366−27.3% | Reduced |
| Pathway Financial Advisors LLC | 16,965 | $1.57M | 0.19% | 00.0% | Unchanged |
| Kendall Capital Management | 17,073 | $1.58M | 0.32% | −172−1.0% | Reduced |
| ZEGA Investments, LLC | 17,121 | $1.59M | 0.30% | −2,810−14.1% | Reduced |
| Maia Wealth LLC | 17,130 | $1.59M | 0.27% | −6,027−26.0% | Reduced |
| FRG Family Wealth Advisors LLC | 17,530 | $1.62M | 0.27% | +1,875+12.0% | Added |
| Merkkuri Wealth Advisors LLC | 17,799 | $1.65M | 1.09% | −6,233−25.9% | Reduced |
| BCM Advisors, LLC | 18,793 | $1.68M | 0.33% | +10,939+139.3% | Added |
| Betterment LLC | 18,150 | $1.68M | 0.00% | +9,017+98.7% | Added |
| Fiduciary Alliance LLC | 17,777 | $1.69M | 0.10% | +17,777 | New |
| Apeiron RIA LLC | 18,268 | $1.69M | 0.39% | −2,508−12.1% | Reduced |
| InTrack Investment Management Inc | 18,331 | $1.70M | 0.97% | −420−2.2% | Reduced |
| Leading Edge Financial Planning LLC | 18,390 | $1.70M | 0.36% | −1,062−5.5% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 18,425 | $1.71M | 0.25% | +4,921+36.4% | Added |
| Lifelong Wealth Advisors, Inc. | 18,434 | $1.71M | 0.46% | −1,161−5.9% | Reduced |
| YHB Investment Advisors, Inc. | 18,581 | $1.72M | 0.12% | +1,850+11.1% | Added |
| Warren Averett Asset Management, LLC | 18,598 | $1.72M | 0.01% | +470+2.6% | Added |
| Clearstead Advisors, LLC | 18,641 | $1.73M | 0.02% | −1,645−8.1% | Reduced |
| Richard Bernstein Advisors LLC | 18,955 | $1.76M | 0.05% | −2,029−9.7% | Reduced |
| M1 Capital Management LLC | 18,973 | $1.76M | 0.81% | +4,195+28.4% | Added |
| Diligent Investors, LLC | 19,011 | $1.76M | 0.44% | 00.0% | Unchanged |
| Graetz Wealth LLC | 19,211 | $1.78M | 1.59% | −21,711−53.1% | Reduced |
| Foronjy Financial LLC | 19,242 | $1.78M | 0.74% | +218+1.1% | Added |
| MAI Capital Management | 19,249 | $1.78M | 0.01% | +782+4.2% | Added |
| Quartz Partners, LLC | 19,315 | $1.79M | 0.69% | −3,360−14.8% | Reduced |
| Oppenheimer & Co Inc | 19,358 | $1.79M | 0.02% | +19,358 | New |
| Sigma Planning Corp | 19,363 | $1.79M | 0.05% | +9,486+96.0% | Added |
| Robinson Value Management, Ltd. | 19,716 | $1.83M | 1.02% | −2,183−10.0% | Reduced |
| Kera Capital Partners, Inc. | 19,768 | $1.83M | 0.22% | +5,946+43.0% | Added |
| Sovran Advisors, LLC | 20,080 | $1.83M | 0.14% | −10,202−33.7% | Reduced |
| Valicenti Advisory Services Inc | 20,008 | $1.85M | 0.40% | +2,826+16.4% | Added |
| Paladin Wealth, LLC | 20,017 | $1.86M | 1.28% | +1,729+9.5% | Added |
| Eagle Global Advisors LLC | 20,100 | $1.86M | 0.07% | 00.0% | Unchanged |
| Petix & Botte Co | 10,227 | $1.90M | 0.42% | −9,273−47.6% | Reduced |
| Hegarty Advisors, LLC | 20,790 | $1.93M | 1.52% | +20,790 | New |
| Advisor OS, LLC | 20,930 | $1.94M | 0.14% | +20,930 | New |
| SHP Wealth Management | 21,082 | $1.95M | 0.15% | +6,736+47.0% | Added |
| Carret Asset Management, LLC | 21,124 | $1.96M | 0.19% | −475−2.2% | Reduced |
| Brown Advisory Inc | 21,255 | $1.97M | 0.00% | +20+0.1% | Added |
| Visionary Wealth Advisors | 21,740 | $2.02M | 0.09% | −4,046−15.7% | Reduced |
| Green Harvest Asset Management LLC | 21,904 | $2.03M | 0.03% | −514−2.3% | Reduced |
| Hollencrest Capital Management | 21,905 | $2.03M | 0.08% | 00.0% | Unchanged |
| Pecaut & Co. | 22,252 | $2.06M | 0.67% | +871+4.1% | Added |
| Kingsview Wealth Management, LLC | 22,339 | $2.07M | 0.03% | −283−1.3% | Reduced |
| Vertex Planning Partners, LLC | 22,412 | $2.08M | 0.40% | −21,692−49.2% | Reduced |
| McNaughton Wealth Management, LLC | 22,488 | $2.08M | 0.86% | −30,766−57.8% | Reduced |
| Medici Capital LLC | 22,700 | $2.10M | 2.94% | −181,326−88.9% | Reduced |
| Mattson Financial Services, LLC | 22,758 | $2.11M | 0.50% | +8,169+56.0% | Added |
| Mayflower Financial Advisors, LLC | 22,845 | $2.12M | 0.26% | −21,573−48.6% | Reduced |
| Signal Advisors Wealth, LLC | 23,106 | $2.14M | 0.15% | +9,983+76.1% | Added |
| SeaCrest Wealth Management, LLC | 23,168 | $2.15M | 0.23% | −182−0.8% | Reduced |
| Atria Investments LLC | 23,625 | $2.19M | 0.02% | −32,215−57.7% | Reduced |
| Sargent Investment Group, LLC | 23,625 | $2.19M | 0.29% | +235+1.0% | Added |
| Myecfo, LLC | 23,713 | $2.20M | 0.92% | +1,390+6.2% | Added |
| Curry Webb Wealth Management LLC | 23,877 | $2.21M | 1.05% | −2,896−10.8% | Reduced |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 23,979 | $2.22M | 0.27% | 00.0% | Unchanged |
| CIBC Bancorp USA Inc. | 24,011 | $2.23M | 0.00% | +24,011 | New |
| Arkadios Wealth Advisors | 24,065 | $2.23M | 0.04% | +14,509+151.8% | Added |
| WNY Asset Management, LLC | 24,189 | $2.24M | 0.23% | +24,189 | New |
| Brown Miller Wealth Management, LLC | 24,209 | $2.24M | 0.64% | −1,544−6.0% | Reduced |
| Mission Wealth Management, LP | 24,513 | $2.27M | 0.05% | −2,925−10.7% | Reduced |
| BlackDiamond Wealth Management Inc. | 24,616 | $2.28M | 1.10% | −8,868−26.5% | Reduced |
| Holistic Planning, LLC | 24,735 | $2.29M | 0.46% | −179−0.7% | Reduced |
| Fidelis Capital Partners, LLC | 24,768 | $2.30M | 0.16% | +24,768 | New |
| Certified Advisory Corp | 24,855 | $2.30M | 0.21% | +644+2.7% | Added |
| Quantinno Capital Management LP | 24,950 | $2.31M | 0.00% | +13,612+120.1% | Added |
| RCW Management, LLC | 25,156 | $2.33M | 2.39% | −2,441−8.8% | Reduced |
| One Charles Private Wealth Services, LLC | 25,210 | $2.34M | 0.59% | −766−2.9% | Reduced |
| Whittier Trust Co of Nevada Inc | 25,500 | $2.35M | 0.05% | 00.0% | Unchanged |
| Hutchinson Capital Management | 25,437 | $2.36M | 0.43% | 00.0% | Unchanged |
| LifeGoal Wealth Advisors | 25,011 | $2.36M | 1.35% | +25,011 | New |
| Bravias Capital Group, LLC | 25,566 | $2.37M | 1.55% | +793+3.2% | Added |
| Gradient Capital Advisors, LLC | 25,883 | $2.40M | 0.62% | −1,935−7.0% | Reduced |
| IFP Advisors, Inc | 25,903 | $2.40M | 0.05% | −11,914−31.5% | Reduced |
| Buckingham Strategic Partners | 26,204 | $2.43M | 0.02% | +26,204 | New |
| WCG Wealth Advisors LLC | 26,519 | $2.46M | 0.07% | −918−3.3% | Reduced |
| Vaughan David Investments LLC | 26,600 | $2.47M | 0.05% | +26,600 | New |
| Summit Financial, LLC | 26,761 | $2.48M | 0.03% | +17,725+196.2% | Added |
| Independent Financial Group, LLC | 26,883 | $2.49M | 0.06% | −5,281−16.4% | Reduced |
| Allworth Financial LP | 27,066 | $2.51M | 0.01% | +27,066 | New |
| Caitlin John, LLC | 27,578 | $2.56M | 1.54% | +471+1.7% | Added |
| Choate Investment Advisors | 27,598 | $2.56M | 0.05% | −2,923−9.6% | Reduced |
| Fiduciary Trust Co | 27,739 | $2.57M | 0.03% | +3,271+13.4% | Added |
| Beacon Pointe Advisors, LLC | 27,887 | $2.58M | 0.01% | −13,911−33.3% | Reduced |
| Simplicity Wealth,LLC | 27,909 | $2.59M | 0.15% | −695−2.4% | Reduced |
| Heritage Family Offices, LLP | 28,044 | $2.60M | 1.15% | +24,035+599.5% | Added |
| Kickstand Ventures, LLC. | 28,055 | $2.60M | 0.55% | −4,455−13.7% | Reduced |
| Brinker Capital Investments, LLC | 28,699 | $2.66M | 0.02% | −29,507−50.7% | Reduced |
| Aspetuck Financial Management LLC | 28,710 | $2.66M | 1.82% | +415+1.5% | Added |
| PDS Planning, Inc | 28,787 | $2.67M | 0.18% | +292+1.0% | Added |
| Brown Financial Advisors | 28,995 | $2.69M | 1.02% | +2,515+9.5% | Added |