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 |
|---|---|---|---|---|---|
| Financial Life Advisors | 65,860 | $6.10M | 1.90% | −10,797−14.1% | Reduced |
| Compass Ion Advisors, LLC | 66,033 | $6.12M | 0.58% | +5,498+9.1% | Added |
| Essex Financial Services, Inc. | 66,839 | $6.20M | 0.35% | −1,578−2.3% | Reduced |
| BKD Wealth Advisors, LLC | 68,436 | $6.34M | 0.12% | −158−0.2% | Reduced |
| DeDora Capital, Inc. | 68,561 | $6.35M | 1.56% | +13,897+25.4% | Added |
| Kestra Private Wealth Services, LLC | 69,573 | $6.45M | 0.08% | +110.0% | Added |
| Seven Post Investment Office LP | 70,501 | $6.53M | 2.11% | +1,390+2.0% | Added |
| Foundations Investment Advisors, LLC | 70,747 | $6.56M | 0.08% | +4,638+7.0% | Added |
| Aureum Wealth Management, LLC | 70,864 | $6.57M | 4.57% | +12,399+21.2% | Added |
| Independent Advisor Alliance | 70,908 | $6.57M | 0.07% | +70,908 | New |
| Courier Capital LLC | 70,940 | $6.58M | 0.37% | −9,795−12.1% | Reduced |
| Ameritas Advisory Services, LLC | 71,086 | $6.59M | 0.26% | −2,432−3.3% | Reduced |
| Lynx Investment Advisory | 72,228 | $6.69M | 3.20% | +2,578+3.7% | Added |
| Compass Wealth Management, LLC | 72,237 | $6.70M | 2.86% | +6,215+9.4% | Added |
| Stapp Wealth Management, PLLC | 72,439 | $6.71M | 8.57% | −14,029−16.2% | Reduced |
| Clark Capital Management Group, Inc. | 73,263 | $6.79M | 0.04% | −4,408−5.7% | Reduced |
| Entrewealth, LLC | 73,656 | $6.83M | 3.06% | +6,398+9.5% | Added |
| Team Financial Group, LLC | 74,793 | $6.93M | 3.15% | −219−0.3% | Reduced |
| TD Waterhouse Canada Inc. | 74,587 | $7.01M | 0.02% | +5,121+7.4% | Added |
| Gateway Wealth Partners, LLC | 76,278 | $7.07M | 0.28% | +76,278 | New |
| Beaumont Financial Advisors, LLC | 77,062 | $7.14M | 0.49% | −18,522−19.4% | Reduced |
| Concurrent Investment Advisors, LLC | 77,519 | $7.19M | 0.08% | +69,468+862.8% | Added |
| Lido Advisors, LLC | 77,825 | $7.21M | 0.03% | −16,685−17.7% | Reduced |
| Pitcairn Wealth Advisors LLC | 85,742 | $7.32M | 0.67% | +2,095+2.5% | Added |
| SRS Capital Advisors, Inc. | 79,262 | $7.35M | 0.21% | +75,701+2,125.8% | Added |
| Avos Capital Management, LLC | 79,414 | $7.36M | 2.91% | −21,552−21.3% | Reduced |
| Financial Guidance Group, Inc. | 80,058 | $7.42M | 2.98% | −1,198−1.5% | Reduced |
| Roan Capital Partners | 80,830 | $7.49M | 6.93% | +80,830 | New |
| Integrity Alliance, LLC. | 81,780 | $7.58M | 0.29% | −7,181−8.1% | Reduced |
| AA Financial Advisors, LLC | 83,030 | $7.70M | 1.08% | +56,529+213.3% | Added |
| Archford Capital Strategies, LLC | 83,382 | $7.73M | 0.88% | −7,024−7.8% | Reduced |
| IMC-Chicago, LLC | 84,600 | $7.84M | 0.12% | +84,600 | New |
| Transamerica Financial Advisors, Inc. | 84,808 | $7.86M | 0.67% | −1,355−1.6% | Reduced |
| Bright Financial Advisors, Inc. | 85,526 | $7.93M | 3.63% | +738+0.9% | Added |
| Aptus Capital Advisors, LLC | 85,838 | $7.96M | 0.07% | −955−1.1% | Reduced |
| Integrity Wealth Solutions LLC | 87,183 | $8.08M | 3.17% | −3,000−3.3% | Reduced |
| Jones Financial Companies LLLP | 90,829 | $8.11M | 0.00% | +17,796+24.4% | Added |
| Lodestar Private Asset Management LLC | 87,822 | $8.14M | 0.80% | −3,391−3.7% | Reduced |
| Glenview Trust Co | 88,275 | $8.18M | 0.13% | +2,050+2.4% | Added |
| Advisory Services Network, LLC | 89,255 | $8.27M | 0.11% | +1,884+2.2% | Added |
| Cabot Wealth Management Inc | 90,000 | $8.34M | 0.96% | +16,206+22.0% | Added |
| Integrated Advisors Network LLC | 90,138 | $8.35M | 0.44% | +15,976+21.5% | Added |
| Gould Asset Management LLC | 90,390 | $8.38M | 1.46% | −79,939−46.9% | Reduced |
| Franklin Resources Inc | 91,113 | $8.45M | 0.00% | +25,326+38.5% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 91,208 | $8.45M | 0.24% | −2,146−2.3% | Reduced |
| Brookstone Capital Management | 91,481 | $8.48M | 0.10% | +7,179+8.5% | Added |
| Wilkerson Advisory Group LLC | 92,824 | $8.60M | 2.96% | −8,270−8.2% | Reduced |
| Daiwa Securities Group Inc. | 93,754 | $8.69M | 0.03% | +47,387+102.2% | Added |
| Stansberry Asset Management, LLC | 93,782 | $8.69M | 0.89% | +19,980+27.1% | Added |
| Element Pointe Advisors, LLC | 93,799 | $8.69M | 1.64% | +1,120+1.2% | Added |
| AMJ Financial Wealth Management | 95,394 | $8.84M | 2.09% | +543+0.6% | Added |
| Tudor Investment Corp Et Al | 96,596 | $8.95M | 0.05% | +6,884+7.7% | Added |
| Fiducient Advisors LLC | 96,619 | $8.96M | 1.17% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 97,292 | $9.02M | 0.89% | −4,730−4.6% | Reduced |
| Chatham Capital Group, Inc. | 97,302 | $9.02M | 1.31% | −22,079−18.5% | Reduced |
| WealthNavi Inc. | 97,779 | $9.06M | 0.08% | +97,779 | New |
| Zhang Financial LLC | 97,794 | $9.06M | 0.31% | −290−0.3% | Reduced |
| Pinnacle Financial Partners, Inc. | 99,139 | $9.19M | 0.07% | −712−0.7% | Reduced |
| Main Street Financial Solutions, LLC | 99,994 | $9.27M | 0.68% | −2,035−2.0% | Reduced |
| Baker Tilly Wealth Management, LLC | 100,066 | $9.28M | 2.26% | +2,642+2.7% | Added |
| Managed Asset Portfolios, LLC | 100,331 | $9.30M | 1.11% | +280.0% | Added |
| PFG Advisors | 102,322 | $9.48M | 0.46% | −783−0.8% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 104,981 | $9.57M | 0.03% | −5,116−4.6% | Reduced |
| Purus Wealth Management, LLC | 104,119 | $9.65M | 3.08% | +2,924+2.9% | Added |
| Truist Financial Corp | 104,390 | $9.68M | 0.01% | −27,945−21.1% | Reduced |
| Hudson Capital Management LLC | 108,723 | $10.1M | 2.60% | −5,918−5.2% | Reduced |
| Fifth Third Bancorp | 109,574 | $10.2M | 0.02% | +109,574 | New |
| Change Path, LLC | 109,897 | $10.2M | 0.24% | +3,605+3.4% | Added |
| Kraft, Davis & Associates, LLC | 113,386 | $10.4M | 2.21% | +18,701+19.8% | Added |
| Stratos Wealth Advisors, LLC | 114,043 | $10.6M | 0.65% | +25,548+28.9% | Added |
| Modern Wealth Management, LLC | 112,332 | $10.6M | 0.18% | +108,466+2,805.6% | Added |
| KPP Advisory Services LLC | 115,033 | $10.7M | 1.55% | +20,645+21.9% | Added |
| Napier Financial, LLC | 115,047 | $10.7M | 2.45% | −488−0.4% | Reduced |
| KWB Wealth | 125,159 | $10.7M | 1.06% | −2,068−1.6% | Reduced |
| RM Financial Services, LLC | 115,281 | $10.7M | 9.22% | +3,112+2.8% | Added |
| Tidemark, LLC | 115,888 | $10.7M | 2.73% | −5,092−4.2% | Reduced |
| Inspirion Wealth Advisors, LLC | 118,365 | $11.0M | 1.37% | +5,256+4.6% | Added |
| Wealth Advisory Solutions, LLC | 119,983 | $11.1M | 2.48% | −12,606−9.5% | Reduced |
| McMorgan & Co LLC | 121,218 | $11.2M | 1.82% | −113,774−48.4% | Reduced |
| Walkner Condon Financial Advisors LLC | 121,250 | $11.2M | 1.48% | −4,059−3.2% | Reduced |
| Henderson Brothers Financial Partners, LLC | 126,440 | $11.7M | 2.97% | +126,440 | New |
| Brindle & Bay Financial Advisors, LLC | 127,109 | $11.8M | 7.23% | −17,469−12.1% | Reduced |
| Retirement Income Solutions, Inc | 129,822 | $12.0M | 2.06% | −1,724−1.3% | Reduced |
| Accretive Wealth Partners, LLC | 129,831 | $12.0M | 3.40% | +1,341+1.0% | Added |
| Wealth Enhancement Advisory Services, LLC | 130,354 | $12.1M | 0.03% | −142,347−52.2% | Reduced |
| AQR Capital Management LLC | 134,048 | $12.4M | 0.01% | +1,709+1.3% | Added |
| Cardinal Strategic Wealth Guidance | 134,223 | $12.4M | 3.28% | +962+0.7% | Added |
| Lam Group, Inc. | 139,375 | $12.9M | 7.10% | +430+0.3% | Added |
| R. W. Roge & Company, Inc. | 143,754 | $13.3M | 6.36% | −1,392−1.0% | Reduced |
| E Fund Management Co., Ltd. | 144,525 | $13.4M | 0.40% | +144,525 | New |
| Citadel Advisors LLC | 146,305 | $13.6M | 0.01% | −16,084−9.9% | Reduced |
| Renaissance Technologies LLC | 151,200 | $14.0M | 0.02% | +145,400+2,506.9% | Added |
| McAlvany Wealth Management LLC | 159,084 | $14.2M | 9.57% | −2,421−1.5% | Reduced |
| Avid Wealth Partners LLC | 154,324 | $14.3M | 6.76% | −1,832−1.2% | Reduced |
| Buck Wealth Strategies, LLC | 156,013 | $14.5M | 1.79% | −3,059−1.9% | Reduced |
| Warren Street Wealth Advisors, LLC | 156,173 | $14.5M | 3.70% | −36,817−19.1% | Reduced |
| New Perspectives, Inc | 159,510 | $14.8M | 5.12% | −10.0% | Reduced |
| Wealthcare Advisory Partners LLC | 163,657 | $15.2M | 0.29% | −9,059−5.2% | Reduced |
| Nottingham Advisors, Inc. | 164,385 | $15.2M | 1.96% | −7,436−4.3% | Reduced |
| Copley Financial Group, Inc. | 164,903 | $15.3M | 9.22% | +59,293+56.1% | Added |