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 |
|---|---|---|---|---|---|
| Peak Financial Advisors LLC | 165,427 | $15.3M | 6.79% | −35,361−17.6% | Reduced |
| Sage Private Wealth Group, LLC | 165,617 | $15.4M | 7.73% | −8,260−4.8% | Reduced |
| Kestra Advisory Services, LLC | 167,586 | $15.5M | 0.06% | +6,467+4.0% | Added |
| Harbor Investment Advisory, LLC | 170,467 | $15.8M | 1.25% | −12,879−7.0% | Reduced |
| Quantum Financial Advisors, LLC | 173,345 | $16.1M | 1.80% | +7,091+4.3% | Added |
| Penserra Capital Management LLC | 174,416 | $16.2M | 0.19% | −16,543−8.7% | Reduced |
| IHT Wealth Management, LLC | 175,389 | $16.3M | 0.38% | −9,430−5.1% | Reduced |
| Quent Capital, LLC | 177,085 | $16.4M | 1.16% | +811+0.5% | Added |
| Journey Strategic Wealth LLC | 187,866 | $17.4M | 0.43% | −23,508−11.1% | Reduced |
| MML Investors Services, LLC | 197,153 | $18.3M | 0.05% | −66,973−25.4% | Reduced |
| SEI Investments Co | 199,047 | $18.4M | 0.02% | −443,484−69.0% | Reduced |
| CI Private Wealth, LLC | 481,492 | $18.5M | 0.03% | +481,492 | New |
| Austin Wealth Management, LLC | 203,477 | $18.7M | 4.26% | −83,002−29.0% | Reduced |
| My Portfolio Guide, LLC | 203,402 | $18.8M | 10.42% | +203,402 | New |
| Encompass More Asset Management | 210,028 | $19.5M | 3.29% | +18,029+9.4% | Added |
| CoreCap Advisors, LLC | 214,228 | $19.9M | 0.68% | +1,633+0.8% | Added |
| Deutsche Bank AG | 217,800 | $20.2M | 0.01% | −2,300−1.0% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 218,510 | $20.3M | 0.10% | −3,731−1.7% | Reduced |
| Summitas Investment Management LLC | 219,654 | $20.4M | 15.96% | −35,502−13.9% | Reduced |
| Coco Enterprises, LLC | 222,303 | $20.5M | 10.44% | −5,861−2.6% | Reduced |
| Brandywine Oak Private Wealth LLC | 221,713 | $20.6M | 1.73% | −8,264−3.6% | Reduced |
| Stratos Wealth Partners, LTD. | 225,615 | $20.9M | 0.24% | +23,525+11.6% | Added |
| Timber Creek Capital Management LLC | 233,759 | $21.7M | 5.25% | +15,998+7.3% | Added |
| Alvarez & Marsal Private Wealth Partners, LLC | 240,000 | $22.2M | 3.12% | 00.0% | Unchanged |
| AE Wealth Management LLC | 249,390 | $23.1M | 0.12% | −81,260−24.6% | Reduced |
| Miracle Mile Advisors, LLC | 250,995 | $23.3M | 0.32% | +1210.0% | Added |
| Continuum Wealth Advisors, LLC | 254,653 | $23.6M | 9.79% | −22,571−8.1% | Reduced |
| NavPoint Financial, Inc. | 257,179 | $23.8M | 9.64% | +2,078+0.8% | Added |
| Evernest Financial Advisors, LLC | 279,724 | $25.9M | 5.38% | −39,707−12.4% | Reduced |
| Baird Financial Group, Inc. | 293,852 | $27.2M | 0.04% | −37,183−11.2% | Reduced |
| Fullerton Fund Management Co Ltd. | 328,706 | $30.5M | 2.44% | −36,045−9.9% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 332,700 | $30.8M | 0.09% | +30,000+9.9% | Added |
| Confluence Investment Management LLC | 332,974 | $30.9M | 0.48% | −47,836−12.6% | Reduced |
| Fulton Breakefield Broenniman LLC | 340,943 | $31.6M | 2.06% | +214,817+170.3% | Added |
| Mariner, LLC | 347,591 | $32.2M | 0.04% | −882−0.3% | Reduced |
| China Universal Asset Management Co., Ltd. | 349,700 | $32.4M | 2.45% | +143,500+69.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 368,080 | $34.1M | 0.09% | −48,846−11.7% | Reduced |
| Assetmark, Inc | 369,338 | $34.2M | 0.07% | −188,397−33.8% | Reduced |
| Mission Creek Capital Partners, Inc. | 383,975 | $35.6M | 7.10% | −2,090−0.5% | Reduced |
| SNS Financial Group, LLC | 394,862 | $36.6M | 3.15% | −28,092−6.6% | Reduced |
| Evercore Wealth Management, LLC | 394,869 | $36.6M | 0.58% | +40,971+11.6% | Added |
| Sentinel Pension Advisors Inc | 401,802 | $37.2M | 5.51% | +3,071+0.8% | Added |
| Tradewinds Capital Management, LLC | 413,927 | $38.4M | 7.62% | −33,467−7.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 423,360 | $39.2M | 0.02% | −31,677−7.0% | Reduced |
| Capital Planning Advisors, LLC | 442,711 | $41.0M | 5.93% | −90,529−17.0% | Reduced |
| Wealthfront Advisers LLC | 458,522 | $42.5M | 0.09% | +104,667+29.6% | Added |
| Commonwealth Equity Services, LLC | 459,307 | $42.6M | 0.06% | +156,290+51.6% | Added |
| Bangor Savings Bank | 468,008 | $43.4M | 3.47% | +28,945+6.6% | Added |
| American Investment Services, Inc. | 469,354 | $43.5M | 9.70% | −43,640−8.5% | Reduced |
| Main Street Research LLC | 469,451 | $43.5M | 2.53% | +7,135+1.5% | Added |
| Goldman Sachs Group Inc | 477,239 | $44.2M | 0.01% | −312,516−39.6% | Reduced |
| Cetera Investment Advisers | 488,913 | $45.3M | 0.05% | +23,077+5.0% | Added |
| MBL Wealth, LLC | 510,875 | $47.4M | 3.59% | −2,057−0.4% | Reduced |
| Nepc LLC | 516,438 | $47.9M | 0.95% | −118,537−18.7% | Reduced |
| Greenline Partners, LLC | 529,278 | $49.1M | 5.27% | −63,661−10.7% | Reduced |
| Creative Planning | 546,469 | $50.7M | 0.03% | −10,790−1.9% | Reduced |
| SBI Securities Co., Ltd. | 581,505 | $53.9M | 1.49% | +47,931+9.0% | Added |
| Strategic Financial Services, Inc, | 583,756 | $54.1M | 2.58% | −337,636−36.6% | Reduced |
| Verde Servicos Internacionais S.A. | 595,207 | $55.2M | 16.90% | +228,870+62.5% | Added |
| Parcion Private Wealth LLC | 625,603 | $58.0M | 3.59% | −35,550−5.4% | Reduced |
| Richard C. Young & CO., LTD. | 641,871 | $59.5M | 4.93% | −9,877−1.5% | Reduced |
| Farther Finance Advisors, LLC | 640,580 | $60.4M | 0.57% | +4,874+0.8% | Added |
| Cresset Asset Management, LLC | 655,124 | $60.7M | 0.26% | +36,830+6.0% | Added |
| 3EDGE Asset Management, LP | 658,621 | $61.0M | 2.95% | −364,371−35.6% | Reduced |
| Van Eck Associates Corp | 671,036 | $62.2M | 0.05% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 671,197 | $62.2M | 0.74% | +671,197 | New |
| Oversea-Chinese Banking CORP Ltd | 676,633 | $62.7M | 1.84% | +20,519+3.1% | Added |
| Private Advisor Group, LLC | 682,057 | $63.2M | 0.30% | −242,557−26.2% | Reduced |
| Diversify Wealth Management, LLC | 720,395 | $64.8M | 1.16% | +714,776+12,720.7% | Added |
| Rockefeller Capital Management L.P. | 740,271 | $68.6M | 0.12% | +76,347+11.5% | Added |
| Bank of New York Mellon Corp | 749,413 | $69.5M | 0.01% | −91,162−10.8% | Reduced |
| Argos Wealth Advisors, LLC | 779,777 | $72.3M | 20.78% | −10,520−1.3% | Reduced |
| Benjamin Edwards Inc | 788,797 | $73.1M | 0.73% | −205,012−20.6% | Reduced |
| Equitable Holdings, Inc. | 865,251 | $73.9M | 0.48% | +49,558+6.1% | Added |
| Great Valley Advisor Group, Inc. | 817,316 | $75.8M | 1.38% | +11,953+1.5% | Added |
| Nissay Asset Management Corp | 839,269 | $77.8M | 0.41% | +220,342+35.6% | Added |
| CWM, LLC | 922,738 | $85.5M | 0.22% | −8,783−0.9% | Reduced |
| Raymond James Financial Inc | 960,174 | $89.0M | 0.03% | −116,144−10.8% | Reduced |
| Toroso Investments, LLC | 965,713 | $89.5M | 0.28% | −20,480−2.1% | Reduced |
| US Bancorp | 1,064,169 | $98.6M | 0.12% | +154,566+17.0% | Added |
| JPMorgan Chase & Co | 1,130,958 | $101.0M | 0.01% | −327,524−22.5% | Reduced |
| Cohen & Steers, Inc. | 1,117,518 | $103.6M | 0.18% | +305,441+37.6% | Added |
| Envestnet Asset Management Inc | 1,147,085 | $106.3M | 0.03% | −95,919−7.7% | Reduced |
| Hollow Brook Wealth Management LLC | 1,220,485 | $113.1M | 28.86% | +1,808+0.1% | Added |
| Principal Financial Group Inc | 1,259,342 | $116.7M | 0.06% | −932,559−42.5% | Reduced |
| Cerity Partners LLC | 1,267,461 | $117.5M | 0.17% | +85,890+7.3% | Added |
| Charles Schwab Investment Management Inc | 1,282,254 | $118.9M | 0.02% | −65,726−4.9% | Reduced |
| Royal Bank of Canada | 1,397,630 | $129.5M | 0.02% | −5,330−0.4% | Reduced |
| Stifel Financial Corp | 1,427,080 | $132.3M | 0.12% | −177,763−11.1% | Reduced |
| Regents of the University of California | 1,438,678 | $133.4M | 4.44% | +1,438,678 | New |
| Asset Management One Co.,Ltd. | 1,486,595 | $137.8M | 0.41% | −1,135,822−43.3% | Reduced |
| Public Employees Retirement System of Ohio | 1,516,600 | $140.6M | 0.45% | +1,449,700+2,167.0% | Added |
| HighTower Advisors, LLC | 1,586,932 | $147.1M | 0.16% | +251,348+18.8% | Added |
| Advisor Group Holdings, Inc. | 1,590,521 | $147.4M | 0.22% | −104,903−6.2% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 1,603,510 | $148.6M | 1.20% | +65,600+4.3% | Added |
| Gradient Investments LLC | 1,628,261 | $150.9M | 2.34% | +526,647+47.8% | Added |
| Prudential Financial Inc | 1,679,954 | $155.7M | 0.19% | −957,938−36.3% | Reduced |
| SBI Okasan Asset Management Co.Ltd. | 1,849,410 | $165.2M | 6.77% | +1,849,410 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 1,805,066 | $167.3M | 0.23% | +150,497+9.1% | Added |
| Signature Estate & Investment Advisors LLC | 2,353,509 | $218.1M | 4.42% | +2,353,509 | New |