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 |
|---|---|---|---|---|---|
| Forbes J M & Co LLP | 29,211 | $2.71M | 0.23% | 00.0% | Unchanged |
| Bush Investment Group, LLC | 29,239 | $2.71M | 1.48% | −42,971−59.5% | Reduced |
| Captrust Financial Advisors | 30,145 | $2.79M | 0.00% | +12,968+75.5% | Added |
| DV Trading LLC | 30,223 | $2.80M | 0.25% | +6,377+26.7% | Added |
| Heritage Wealth Advisors | 30,232 | $2.80M | 0.11% | +7,443+32.7% | Added |
| Guggenheim Capital LLC | 30,542 | $2.83M | 0.02% | +5,202+20.5% | Added |
| WFA of San Diego, LLC | 31,291 | $2.90M | 2.33% | −2,720−8.0% | Reduced |
| Capital Financial Group Inc | 31,543 | $2.92M | 1.61% | −3,011−8.7% | Reduced |
| UMA Financial Services, Inc. | 31,558 | $2.93M | 0.41% | −59,918−65.5% | Reduced |
| Portside Wealth Group, LLC | 31,591 | $2.93M | 0.40% | −14,893−32.0% | Reduced |
| Altfest L J & Co Inc | 31,621 | $2.93M | 0.31% | −177,517−84.9% | Reduced |
| Leo Wealth, LLC | 31,816 | $2.95M | 0.21% | −565−1.7% | Reduced |
| Paul R. Ried Financial Group, LLC | 32,655 | $3.03M | 1.41% | −6,619−16.9% | Reduced |
| WBH Advisory Inc | 32,170 | $3.03M | 0.23% | −2,846−8.1% | Reduced |
| Gotham Asset Management, LLC | 32,901 | $3.05M | 0.01% | −1,922−5.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 33,146 | $3.07M | 0.02% | −7,722−18.9% | Reduced |
| Genesis Wealth Advisors, LLC | 33,167 | $3.07M | 2.05% | +826+2.6% | Added |
| Financial Planning Hawaii, Inc. | 33,250 | $3.08M | 1.82% | +270+0.8% | Added |
| Larson Financial Group LLC | 33,515 | $3.11M | 0.10% | +6,892+25.9% | Added |
| Ashton Thomas Private Wealth, LLC | 33,588 | $3.11M | 0.07% | −9,796−22.6% | Reduced |
| Hudson Oak Wealth Advisory LLC | 33,823 | $3.14M | 2.72% | +160+0.5% | Added |
| Merit Financial Group, LLC | 34,401 | $3.19M | 0.02% | −9,549−21.7% | Reduced |
| Horizon Financial Services, LLC | 34,537 | $3.20M | 1.41% | −2,088−5.7% | Reduced |
| Milestones Private Investment Advisors LLC | 34,644 | $3.21M | 2.83% | −2,162−5.9% | Reduced |
| Boothbay Fund Management, LLC | 35,200 | $3.26M | 0.08% | +12,600+55.8% | Added |
| American National Bank of Texas | 35,457 | $3.29M | 3.13% | −4,250−10.7% | Reduced |
| Clear Harbor Asset Management, LLC | 35,729 | $3.31M | 0.23% | −75−0.2% | Reduced |
| One Wealth Advisors, LLC | 36,505 | $3.38M | 0.42% | −54,061−59.7% | Reduced |
| Rakuten Securities, Inc. | 36,785 | $3.41M | 1.42% | +6,861+22.9% | Added |
| Western Wealth Management, LLC | 36,791 | $3.41M | 0.13% | −339−0.9% | Reduced |
| Magnolia Private Wealth, LLC | 146,357 | $3.46M | 2.31% | +116,009+382.3% | Added |
| Sage Mountain Advisors LLC | 37,416 | $3.47M | 0.24% | +11,223+42.8% | Added |
| Citizens Financial Group Inc | 37,654 | $3.49M | 0.05% | +5,447+16.9% | Added |
| Shira Ridge Wealth Management | 38,330 | $3.55M | 1.41% | −6,905−15.3% | Reduced |
| Collaborative Wealth Managment Inc. | 38,379 | $3.56M | 1.64% | +5,981+18.5% | Added |
| Legacy Capital Wealth Partners, LLC | 38,898 | $3.61M | 0.74% | −52−0.1% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 39,354 | $3.65M | 0.02% | +36,424+1,243.1% | Added |
| Horst & Graben Wealth Management LLC | 39,757 | $3.68M | 0.51% | −76,129−65.7% | Reduced |
| Mercer Global Advisors Inc | 39,977 | $3.71M | 0.01% | −25,802−39.2% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 40,735 | $3.78M | 0.59% | −1,152−2.8% | Reduced |
| January Capital Advisors LLC | 40,997 | $3.80M | 5.12% | +40,997 | New |
| Harbour Investments, Inc. | 41,308 | $3.83M | 0.06% | −19,432−32.0% | Reduced |
| Mutual Advisors, LLC | 41,316 | $3.83M | 0.08% | −929−2.2% | Reduced |
| New England Private Wealth Advisors LLC | 42,796 | $3.97M | 0.46% | +5,934+16.1% | Added |
| Empowered Funds, LLC | 43,737 | $4.05M | 0.03% | +43,737 | New |
| Mills Wealth Advisors LLC | 43,928 | $4.07M | 1.42% | +899+2.1% | Added |
| Scotia Capital Inc. | 43,969 | $4.08M | 0.02% | −9,873−18.3% | Reduced |
| Tennessee Valley Asset Management Partners | 44,724 | $4.15M | 0.55% | −4,440−9.0% | Reduced |
| Marex Group plc | 44,996 | $4.17M | 0.04% | −3,993−8.2% | Reduced |
| Valmark Advisers, Inc. | 45,448 | $4.21M | 0.05% | +4,896+12.1% | Added |
| LWM Advisory Services, LLC | 45,493 | $4.22M | 4.50% | −112,088−71.1% | Reduced |
| Bridgewater Advisors Inc. | 45,958 | $4.26M | 0.25% | 00.0% | Unchanged |
| Thrive Capital Management, LLC | 46,358 | $4.30M | 0.94% | −775−1.6% | Reduced |
| Hobbs Group Advisors, LLC | 46,547 | $4.31M | 1.29% | −9,110−16.4% | Reduced |
| Fortis Advisors, LLC | 46,756 | $4.33M | 2.17% | −18,849−28.7% | Reduced |
| Financial Enhancement Group LLC | 46,283 | $4.45M | 0.55% | −18,266−28.3% | Reduced |
| Marble Harbor Investment Counsel, LLC | 48,100 | $4.46M | 0.48% | −5,300−9.9% | Reduced |
| Nomura Asset Management Co Ltd | 48,500 | $4.50M | 0.01% | −1,500−3.0% | Reduced |
| Stonebridge Financial Group, LLC | 48,756 | $4.52M | 0.37% | +40,863+517.7% | Added |
| Susquehanna International Group, LLP | 49,124 | $4.55M | 0.01% | +15,957+48.1% | Added |
| Apella Capital, LLC | 47,669 | $4.58M | 0.07% | −2,849−5.6% | Reduced |
| American Trust | 49,461 | $4.58M | 0.41% | −2,821−5.4% | Reduced |
| Welch Group, LLC | 49,521 | $4.59M | 0.17% | +28,481+135.4% | Added |
| Jacobi Capital Management LLC | 49,963 | $4.63M | 0.26% | +550+1.1% | Added |
| Joseph Group Capital Management | 49,997 | $4.63M | 1.16% | −2,894−5.5% | Reduced |
| Sankala Group LLC | 52,011 | $4.66M | 3.80% | −230.0% | Reduced |
| Detalus Advisors, LLC | 50,466 | $4.68M | 1.07% | −41,423−45.1% | Reduced |
| RSM US Wealth Management LLC | 50,506 | $4.68M | 0.06% | +1,526+3.1% | Added |
| Ssi Investment Management LLC | 50,910 | $4.72M | 0.33% | +50,910 | New |
| Beckerman Institutional, LLC | 51,344 | $4.76M | 2.53% | −7,841−13.2% | Reduced |
| Apriem Advisors | 52,729 | $4.89M | 0.47% | +52,729 | New |
| Prime Capital Investment Advisors, LLC | 53,129 | $4.92M | 0.06% | −3,863−6.8% | Reduced |
| Churchill Financial Advisors, LLC | 53,300 | $4.94M | 1.04% | +4,393+9.0% | Added |
| Brown Brothers Harriman & Co | 53,314 | $4.94M | 0.03% | 00.0% | Unchanged |
| Patten Group, Inc. | 53,559 | $4.96M | 0.86% | +1,624+3.1% | Added |
| Forbes Financial Planning, Inc. | 53,746 | $4.98M | 2.88% | +3,367+6.7% | Added |
| Baker Ellis Asset Management LLC | 54,665 | $5.07M | 0.60% | −5,450−9.1% | Reduced |
| Ci Investments Inc. | 55,034 | $5.10M | 0.02% | 00.0% | Unchanged |
| Arcus Capital Partners, LLC | 55,607 | $5.15M | 1.85% | +55,607 | New |
| OakTrust Wealth Advisors, LLC | 55,862 | $5.18M | 4.71% | −7,262−11.5% | Reduced |
| Intesa Sanpaolo Wealth Management | 55,933 | $5.18M | 1.27% | −83,184−59.8% | Reduced |
| Catalyst Capital Advisors LLC | 56,300 | $5.22M | 0.10% | 00.0% | Unchanged |
| Claro Advisors LLC | 56,736 | $5.26M | 0.63% | +56,736 | New |
| Richard P Slaughter Associates Inc | 57,099 | $5.29M | 1.14% | +3,474+6.5% | Added |
| JNBA Financial Advisors | 57,661 | $5.34M | 0.45% | −15,482−21.2% | Reduced |
| CFS Investment Advisory Services, LLC | 56,520 | $5.43M | 0.37% | −104,170−64.8% | Reduced |
| Vestmark Advisory Solutions, Inc. | 58,835 | $5.45M | 0.06% | +58,835 | New |
| Chatterton & Associates Inc. | 58,151 | $5.49M | 3.85% | −36,900−38.8% | Reduced |
| Kraematon Investment Advisors, Inc | 59,341 | $5.50M | 4.48% | −51−0.1% | Reduced |
| Bank of Montreal | 59,991 | $5.56M | 0.00% | +56,805+1,783.0% | Added |
| Wealthspire Advisors, LLC | 60,572 | $5.61M | 0.04% | +28,743+90.3% | Added |
| Cedar Point Capital Partners, LLC | 61,096 | $5.66M | 3.68% | −10,720−14.9% | Reduced |
| MONECO Advisors, LLC | 61,738 | $5.72M | 0.44% | +6,700+12.2% | Added |
| Penobscot Wealth Management | 62,725 | $5.81M | 1.72% | +8,087+14.8% | Added |
| Upper Left Wealth Management, LLC | 63,200 | $5.86M | 3.46% | −11,015−14.8% | Reduced |
| Relyea Zuckerberg Hanson LLC | 63,400 | $5.88M | 0.59% | +7,972+14.4% | Added |
| Flagship Harbor Advisors, LLC | 63,555 | $5.89M | 0.26% | +2,953+4.9% | Added |
| AMG National Trust Bank | 64,085 | $5.94M | 0.13% | +4,402+7.4% | Added |
| Royal Harbor Partners, LLC | 64,131 | $5.94M | 2.01% | −3,760−5.5% | Reduced |
| Segment Wealth Management, LLC | 65,000 | $6.02M | 0.35% | −1,353−2.0% | Reduced |