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 |
|---|---|---|---|---|---|
| Lynx Investment Advisory | 72,228 | $6.69M | 3.20% | +2,578+3.7% | Added |
| Ameritas Advisory Services, LLC | 71,086 | $6.59M | 0.26% | −2,432−3.3% | Reduced |
| Courier Capital LLC | 70,940 | $6.58M | 0.37% | −9,795−12.1% | Reduced |
| Independent Advisor Alliance | 70,908 | $6.57M | 0.07% | +70,908 | New |
| Aureum Wealth Management, LLC | 70,864 | $6.57M | 4.57% | +12,399+21.2% | Added |
| Foundations Investment Advisors, LLC | 70,747 | $6.56M | 0.08% | +4,638+7.0% | Added |
| Seven Post Investment Office LP | 70,501 | $6.53M | 2.11% | +1,390+2.0% | Added |
| Kestra Private Wealth Services, LLC | 69,573 | $6.45M | 0.08% | +110.0% | Added |
| DeDora Capital, Inc. | 68,561 | $6.35M | 1.56% | +13,897+25.4% | Added |
| BKD Wealth Advisors, LLC | 68,436 | $6.34M | 0.12% | −158−0.2% | Reduced |
| Essex Financial Services, Inc. | 66,839 | $6.20M | 0.35% | −1,578−2.3% | Reduced |
| Compass Ion Advisors, LLC | 66,033 | $6.12M | 0.58% | +5,498+9.1% | Added |
| Financial Life Advisors | 65,860 | $6.10M | 1.90% | −10,797−14.1% | Reduced |
| Segment Wealth Management, LLC | 65,000 | $6.02M | 0.35% | −1,353−2.0% | Reduced |
| Royal Harbor Partners, LLC | 64,131 | $5.94M | 2.01% | −3,760−5.5% | Reduced |
| AMG National Trust Bank | 64,085 | $5.94M | 0.13% | +4,402+7.4% | Added |
| Flagship Harbor Advisors, LLC | 63,555 | $5.89M | 0.26% | +2,953+4.9% | Added |
| Relyea Zuckerberg Hanson LLC | 63,400 | $5.88M | 0.59% | +7,972+14.4% | Added |
| Upper Left Wealth Management, LLC | 63,200 | $5.86M | 3.46% | −11,015−14.8% | Reduced |
| Penobscot Wealth Management | 62,725 | $5.81M | 1.72% | +8,087+14.8% | Added |
| MONECO Advisors, LLC | 61,738 | $5.72M | 0.44% | +6,700+12.2% | Added |
| Cedar Point Capital Partners, LLC | 61,096 | $5.66M | 3.68% | −10,720−14.9% | Reduced |
| Wealthspire Advisors, LLC | 60,572 | $5.61M | 0.04% | +28,743+90.3% | Added |
| Bank of Montreal | 59,991 | $5.56M | 0.00% | +56,805+1,783.0% | Added |
| Kraematon Investment Advisors, Inc | 59,341 | $5.50M | 4.48% | −51−0.1% | Reduced |
| Chatterton & Associates Inc. | 58,151 | $5.49M | 3.85% | −36,900−38.8% | Reduced |
| Vestmark Advisory Solutions, Inc. | 58,835 | $5.45M | 0.06% | +58,835 | New |
| CFS Investment Advisory Services, LLC | 56,520 | $5.43M | 0.37% | −104,170−64.8% | Reduced |
| JNBA Financial Advisors | 57,661 | $5.34M | 0.45% | −15,482−21.2% | Reduced |
| Richard P Slaughter Associates Inc | 57,099 | $5.29M | 1.14% | +3,474+6.5% | Added |
| Claro Advisors LLC | 56,736 | $5.26M | 0.63% | +56,736 | New |
| Catalyst Capital Advisors LLC | 56,300 | $5.22M | 0.10% | 00.0% | Unchanged |
| Intesa Sanpaolo Wealth Management | 55,933 | $5.18M | 1.27% | −83,184−59.8% | Reduced |
| OakTrust Wealth Advisors, LLC | 55,862 | $5.18M | 4.71% | −7,262−11.5% | Reduced |
| Arcus Capital Partners, LLC | 55,607 | $5.15M | 1.85% | +55,607 | New |
| Ci Investments Inc. | 55,034 | $5.10M | 0.02% | 00.0% | Unchanged |
| Baker Ellis Asset Management LLC | 54,665 | $5.07M | 0.60% | −5,450−9.1% | Reduced |
| Forbes Financial Planning, Inc. | 53,746 | $4.98M | 2.88% | +3,367+6.7% | Added |
| Patten Group, Inc. | 53,559 | $4.96M | 0.86% | +1,624+3.1% | Added |
| Brown Brothers Harriman & Co | 53,314 | $4.94M | 0.03% | 00.0% | Unchanged |
| Churchill Financial Advisors, LLC | 53,300 | $4.94M | 1.04% | +4,393+9.0% | Added |
| Prime Capital Investment Advisors, LLC | 53,129 | $4.92M | 0.06% | −3,863−6.8% | Reduced |
| Apriem Advisors | 52,729 | $4.89M | 0.47% | +52,729 | New |
| Beckerman Institutional, LLC | 51,344 | $4.76M | 2.53% | −7,841−13.2% | Reduced |
| Ssi Investment Management LLC | 50,910 | $4.72M | 0.33% | +50,910 | New |
| RSM US Wealth Management LLC | 50,506 | $4.68M | 0.06% | +1,526+3.1% | Added |
| Detalus Advisors, LLC | 50,466 | $4.68M | 1.07% | −41,423−45.1% | Reduced |
| Sankala Group LLC | 52,011 | $4.66M | 3.80% | −230.0% | Reduced |
| Joseph Group Capital Management | 49,997 | $4.63M | 1.16% | −2,894−5.5% | Reduced |
| Jacobi Capital Management LLC | 49,963 | $4.63M | 0.26% | +550+1.1% | Added |
| Welch Group, LLC | 49,521 | $4.59M | 0.17% | +28,481+135.4% | Added |
| American Trust | 49,461 | $4.58M | 0.41% | −2,821−5.4% | Reduced |
| Apella Capital, LLC | 47,669 | $4.58M | 0.07% | −2,849−5.6% | Reduced |
| Susquehanna International Group, LLP | 49,124 | $4.55M | 0.01% | +15,957+48.1% | Added |
| Stonebridge Financial Group, LLC | 48,756 | $4.52M | 0.37% | +40,863+517.7% | Added |
| Nomura Asset Management Co Ltd | 48,500 | $4.50M | 0.01% | −1,500−3.0% | Reduced |
| Marble Harbor Investment Counsel, LLC | 48,100 | $4.46M | 0.48% | −5,300−9.9% | Reduced |
| Financial Enhancement Group LLC | 46,283 | $4.45M | 0.55% | −18,266−28.3% | Reduced |
| Fortis Advisors, LLC | 46,756 | $4.33M | 2.17% | −18,849−28.7% | Reduced |
| Hobbs Group Advisors, LLC | 46,547 | $4.31M | 1.29% | −9,110−16.4% | Reduced |
| Thrive Capital Management, LLC | 46,358 | $4.30M | 0.94% | −775−1.6% | Reduced |
| Bridgewater Advisors Inc. | 45,958 | $4.26M | 0.25% | 00.0% | Unchanged |
| LWM Advisory Services, LLC | 45,493 | $4.22M | 4.50% | −112,088−71.1% | Reduced |
| Valmark Advisers, Inc. | 45,448 | $4.21M | 0.05% | +4,896+12.1% | Added |
| Marex Group plc | 44,996 | $4.17M | 0.04% | −3,993−8.2% | Reduced |
| Tennessee Valley Asset Management Partners | 44,724 | $4.15M | 0.55% | −4,440−9.0% | Reduced |
| Scotia Capital Inc. | 43,969 | $4.08M | 0.02% | −9,873−18.3% | Reduced |
| Mills Wealth Advisors LLC | 43,928 | $4.07M | 1.42% | +899+2.1% | Added |
| Empowered Funds, LLC | 43,737 | $4.05M | 0.03% | +43,737 | New |
| New England Private Wealth Advisors LLC | 42,796 | $3.97M | 0.46% | +5,934+16.1% | Added |
| Mutual Advisors, LLC | 41,316 | $3.83M | 0.08% | −929−2.2% | Reduced |
| Harbour Investments, Inc. | 41,308 | $3.83M | 0.06% | −19,432−32.0% | Reduced |
| January Capital Advisors LLC | 40,997 | $3.80M | 5.12% | +40,997 | New |
| Global Wealth Management Investment Advisory, Inc. | 40,735 | $3.78M | 0.59% | −1,152−2.8% | Reduced |
| Mercer Global Advisors Inc | 39,977 | $3.71M | 0.01% | −25,802−39.2% | Reduced |
| Horst & Graben Wealth Management LLC | 39,757 | $3.68M | 0.51% | −76,129−65.7% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 39,354 | $3.65M | 0.02% | +36,424+1,243.1% | Added |
| Legacy Capital Wealth Partners, LLC | 38,898 | $3.61M | 0.74% | −52−0.1% | Reduced |
| Collaborative Wealth Managment Inc. | 38,379 | $3.56M | 1.64% | +5,981+18.5% | Added |
| Shira Ridge Wealth Management | 38,330 | $3.55M | 1.41% | −6,905−15.3% | Reduced |
| Citizens Financial Group Inc | 37,654 | $3.49M | 0.05% | +5,447+16.9% | Added |
| Sage Mountain Advisors LLC | 37,416 | $3.47M | 0.24% | +11,223+42.8% | Added |
| Magnolia Private Wealth, LLC | 146,357 | $3.46M | 2.31% | +116,009+382.3% | Added |
| Western Wealth Management, LLC | 36,791 | $3.41M | 0.13% | −339−0.9% | Reduced |
| Rakuten Securities, Inc. | 36,785 | $3.41M | 1.42% | +6,861+22.9% | Added |
| One Wealth Advisors, LLC | 36,505 | $3.38M | 0.42% | −54,061−59.7% | Reduced |
| Clear Harbor Asset Management, LLC | 35,729 | $3.31M | 0.23% | −75−0.2% | Reduced |
| American National Bank of Texas | 35,457 | $3.29M | 3.13% | −4,250−10.7% | Reduced |
| Boothbay Fund Management, LLC | 35,200 | $3.26M | 0.08% | +12,600+55.8% | Added |
| Milestones Private Investment Advisors LLC | 34,644 | $3.21M | 2.83% | −2,162−5.9% | Reduced |
| Horizon Financial Services, LLC | 34,537 | $3.20M | 1.41% | −2,088−5.7% | Reduced |
| Merit Financial Group, LLC | 34,401 | $3.19M | 0.02% | −9,549−21.7% | Reduced |
| Hudson Oak Wealth Advisory LLC | 33,823 | $3.14M | 2.72% | +160+0.5% | Added |
| Ashton Thomas Private Wealth, LLC | 33,588 | $3.11M | 0.07% | −9,796−22.6% | Reduced |
| Larson Financial Group LLC | 33,515 | $3.11M | 0.10% | +6,892+25.9% | Added |
| Financial Planning Hawaii, Inc. | 33,250 | $3.08M | 1.82% | +270+0.8% | Added |
| Genesis Wealth Advisors, LLC | 33,167 | $3.07M | 2.05% | +826+2.6% | Added |
| Steward Partners Investment Advisory, LLC | 33,146 | $3.07M | 0.02% | −7,722−18.9% | Reduced |
| Gotham Asset Management, LLC | 32,901 | $3.05M | 0.01% | −1,922−5.5% | Reduced |
| WBH Advisory Inc | 32,170 | $3.03M | 0.23% | −2,846−8.1% | Reduced |