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 |
|---|---|---|---|---|---|
| Austin Wealth Management, LLC | 203,477 | $18.7M | 4.26% | −83,002−29.0% | Reduced |
| CI Private Wealth, LLC | 481,492 | $18.5M | 0.03% | +481,492 | New |
| SEI Investments Co | 199,047 | $18.4M | 0.02% | −443,484−69.0% | Reduced |
| MML Investors Services, LLC | 197,153 | $18.3M | 0.05% | −66,973−25.4% | Reduced |
| Journey Strategic Wealth LLC | 187,866 | $17.4M | 0.43% | −23,508−11.1% | Reduced |
| Quent Capital, LLC | 177,085 | $16.4M | 1.16% | +811+0.5% | Added |
| IHT Wealth Management, LLC | 175,389 | $16.3M | 0.38% | −9,430−5.1% | Reduced |
| Penserra Capital Management LLC | 174,416 | $16.2M | 0.19% | −16,543−8.7% | Reduced |
| Quantum Financial Advisors, LLC | 173,345 | $16.1M | 1.80% | +7,091+4.3% | Added |
| Harbor Investment Advisory, LLC | 170,467 | $15.8M | 1.25% | −12,879−7.0% | Reduced |
| Kestra Advisory Services, LLC | 167,586 | $15.5M | 0.06% | +6,467+4.0% | Added |
| Sage Private Wealth Group, LLC | 165,617 | $15.4M | 7.73% | −8,260−4.8% | Reduced |
| Peak Financial Advisors LLC | 165,427 | $15.3M | 6.79% | −35,361−17.6% | Reduced |
| Copley Financial Group, Inc. | 164,903 | $15.3M | 9.22% | +59,293+56.1% | Added |
| Nottingham Advisors, Inc. | 164,385 | $15.2M | 1.96% | −7,436−4.3% | Reduced |
| Wealthcare Advisory Partners LLC | 163,657 | $15.2M | 0.29% | −9,059−5.2% | Reduced |
| New Perspectives, Inc | 159,510 | $14.8M | 5.12% | −10.0% | Reduced |
| Warren Street Wealth Advisors, LLC | 156,173 | $14.5M | 3.70% | −36,817−19.1% | Reduced |
| Buck Wealth Strategies, LLC | 156,013 | $14.5M | 1.79% | −3,059−1.9% | Reduced |
| Avid Wealth Partners LLC | 154,324 | $14.3M | 6.76% | −1,832−1.2% | Reduced |
| McAlvany Wealth Management LLC | 159,084 | $14.2M | 9.57% | −2,421−1.5% | Reduced |
| Renaissance Technologies LLC | 151,200 | $14.0M | 0.02% | +145,400+2,506.9% | Added |
| Citadel Advisors LLC | 146,305 | $13.6M | 0.01% | −16,084−9.9% | Reduced |
| E Fund Management Co., Ltd. | 144,525 | $13.4M | 0.40% | +144,525 | New |
| R. W. Roge & Company, Inc. | 143,754 | $13.3M | 6.36% | −1,392−1.0% | Reduced |
| Lam Group, Inc. | 139,375 | $12.9M | 7.10% | +430+0.3% | Added |
| Cardinal Strategic Wealth Guidance | 134,223 | $12.4M | 3.28% | +962+0.7% | Added |
| AQR Capital Management LLC | 134,048 | $12.4M | 0.01% | +1,709+1.3% | Added |
| Wealth Enhancement Advisory Services, LLC | 130,354 | $12.1M | 0.03% | −142,347−52.2% | Reduced |
| Accretive Wealth Partners, LLC | 129,831 | $12.0M | 3.40% | +1,341+1.0% | Added |
| Retirement Income Solutions, Inc | 129,822 | $12.0M | 2.06% | −1,724−1.3% | Reduced |
| Brindle & Bay Financial Advisors, LLC | 127,109 | $11.8M | 7.23% | −17,469−12.1% | Reduced |
| Henderson Brothers Financial Partners, LLC | 126,440 | $11.7M | 2.97% | +126,440 | New |
| Walkner Condon Financial Advisors LLC | 121,250 | $11.2M | 1.48% | −4,059−3.2% | Reduced |
| McMorgan & Co LLC | 121,218 | $11.2M | 1.82% | −113,774−48.4% | Reduced |
| Wealth Advisory Solutions, LLC | 119,983 | $11.1M | 2.48% | −12,606−9.5% | Reduced |
| Inspirion Wealth Advisors, LLC | 118,365 | $11.0M | 1.37% | +5,256+4.6% | Added |
| Tidemark, LLC | 115,888 | $10.7M | 2.73% | −5,092−4.2% | Reduced |
| RM Financial Services, LLC | 115,281 | $10.7M | 9.22% | +3,112+2.8% | Added |
| KWB Wealth | 125,159 | $10.7M | 1.06% | −2,068−1.6% | Reduced |
| Napier Financial, LLC | 115,047 | $10.7M | 2.45% | −488−0.4% | Reduced |
| KPP Advisory Services LLC | 115,033 | $10.7M | 1.55% | +20,645+21.9% | Added |
| Modern Wealth Management, LLC | 112,332 | $10.6M | 0.18% | +108,466+2,805.6% | Added |
| Stratos Wealth Advisors, LLC | 114,043 | $10.6M | 0.65% | +25,548+28.9% | Added |
| Kraft, Davis & Associates, LLC | 113,386 | $10.4M | 2.21% | +18,701+19.8% | Added |
| Change Path, LLC | 109,897 | $10.2M | 0.24% | +3,605+3.4% | Added |
| Fifth Third Bancorp | 109,574 | $10.2M | 0.02% | +109,574 | New |
| Hudson Capital Management LLC | 108,723 | $10.1M | 2.60% | −5,918−5.2% | Reduced |
| Truist Financial Corp | 104,390 | $9.68M | 0.01% | −27,945−21.1% | Reduced |
| Purus Wealth Management, LLC | 104,119 | $9.65M | 3.08% | +2,924+2.9% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 104,981 | $9.57M | 0.03% | −5,116−4.6% | Reduced |
| PFG Advisors | 102,322 | $9.48M | 0.46% | −783−0.8% | Reduced |
| Managed Asset Portfolios, LLC | 100,331 | $9.30M | 1.11% | +280.0% | Added |
| Baker Tilly Wealth Management, LLC | 100,066 | $9.28M | 2.26% | +2,642+2.7% | Added |
| Main Street Financial Solutions, LLC | 99,994 | $9.27M | 0.68% | −2,035−2.0% | Reduced |
| Pinnacle Financial Partners, Inc. | 99,139 | $9.19M | 0.07% | −712−0.7% | Reduced |
| Zhang Financial LLC | 97,794 | $9.06M | 0.31% | −290−0.3% | Reduced |
| WealthNavi Inc. | 97,779 | $9.06M | 0.08% | +97,779 | New |
| Chatham Capital Group, Inc. | 97,302 | $9.02M | 1.31% | −22,079−18.5% | Reduced |
| Versant Capital Management, Inc | 97,292 | $9.02M | 0.89% | −4,730−4.6% | Reduced |
| Fiducient Advisors LLC | 96,619 | $8.96M | 1.17% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 96,596 | $8.95M | 0.05% | +6,884+7.7% | Added |
| AMJ Financial Wealth Management | 95,394 | $8.84M | 2.09% | +543+0.6% | Added |
| Element Pointe Advisors, LLC | 93,799 | $8.69M | 1.64% | +1,120+1.2% | Added |
| Stansberry Asset Management, LLC | 93,782 | $8.69M | 0.89% | +19,980+27.1% | Added |
| Daiwa Securities Group Inc. | 93,754 | $8.69M | 0.03% | +47,387+102.2% | Added |
| Wilkerson Advisory Group LLC | 92,824 | $8.60M | 2.96% | −8,270−8.2% | Reduced |
| Brookstone Capital Management | 91,481 | $8.48M | 0.10% | +7,179+8.5% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 91,208 | $8.45M | 0.24% | −2,146−2.3% | Reduced |
| Franklin Resources Inc | 91,113 | $8.45M | 0.00% | +25,326+38.5% | Added |
| Gould Asset Management LLC | 90,390 | $8.38M | 1.46% | −79,939−46.9% | Reduced |
| Integrated Advisors Network LLC | 90,138 | $8.35M | 0.44% | +15,976+21.5% | Added |
| Cabot Wealth Management Inc | 90,000 | $8.34M | 0.96% | +16,206+22.0% | Added |
| Advisory Services Network, LLC | 89,255 | $8.27M | 0.11% | +1,884+2.2% | Added |
| Glenview Trust Co | 88,275 | $8.18M | 0.13% | +2,050+2.4% | Added |
| Lodestar Private Asset Management LLC | 87,822 | $8.14M | 0.80% | −3,391−3.7% | Reduced |
| Jones Financial Companies LLLP | 90,829 | $8.11M | 0.00% | +17,796+24.4% | Added |
| Integrity Wealth Solutions LLC | 87,183 | $8.08M | 3.17% | −3,000−3.3% | Reduced |
| Aptus Capital Advisors, LLC | 85,838 | $7.96M | 0.07% | −955−1.1% | Reduced |
| Bright Financial Advisors, Inc. | 85,526 | $7.93M | 3.63% | +738+0.9% | Added |
| Transamerica Financial Advisors, Inc. | 84,808 | $7.86M | 0.67% | −1,355−1.6% | Reduced |
| IMC-Chicago, LLC | 84,600 | $7.84M | 0.12% | +84,600 | New |
| Archford Capital Strategies, LLC | 83,382 | $7.73M | 0.88% | −7,024−7.8% | Reduced |
| AA Financial Advisors, LLC | 83,030 | $7.70M | 1.08% | +56,529+213.3% | Added |
| Integrity Alliance, LLC. | 81,780 | $7.58M | 0.29% | −7,181−8.1% | Reduced |
| Roan Capital Partners | 80,830 | $7.49M | 6.93% | +80,830 | New |
| Financial Guidance Group, Inc. | 80,058 | $7.42M | 2.98% | −1,198−1.5% | Reduced |
| Avos Capital Management, LLC | 79,414 | $7.36M | 2.91% | −21,552−21.3% | Reduced |
| SRS Capital Advisors, Inc. | 79,262 | $7.35M | 0.21% | +75,701+2,125.8% | Added |
| Pitcairn Wealth Advisors LLC | 85,742 | $7.32M | 0.67% | +2,095+2.5% | Added |
| Lido Advisors, LLC | 77,825 | $7.21M | 0.03% | −16,685−17.7% | Reduced |
| Concurrent Investment Advisors, LLC | 77,519 | $7.19M | 0.08% | +69,468+862.8% | Added |
| Beaumont Financial Advisors, LLC | 77,062 | $7.14M | 0.49% | −18,522−19.4% | Reduced |
| Gateway Wealth Partners, LLC | 76,278 | $7.07M | 0.28% | +76,278 | New |
| TD Waterhouse Canada Inc. | 74,587 | $7.01M | 0.02% | +5,121+7.4% | Added |
| Team Financial Group, LLC | 74,793 | $6.93M | 3.15% | −219−0.3% | Reduced |
| Entrewealth, LLC | 73,656 | $6.83M | 3.06% | +6,398+9.5% | Added |
| Clark Capital Management Group, Inc. | 73,263 | $6.79M | 0.04% | −4,408−5.7% | Reduced |
| Stapp Wealth Management, PLLC | 72,439 | $6.71M | 8.57% | −14,029−16.2% | Reduced |
| Compass Wealth Management, LLC | 72,237 | $6.70M | 2.86% | +6,215+9.4% | Added |