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 |
|---|---|---|---|---|---|
| Paul R. Ried Financial Group, LLC | 32,655 | $3.03M | 1.41% | −6,619−16.9% | Reduced |
| Leo Wealth, LLC | 31,816 | $2.95M | 0.21% | −565−1.7% | Reduced |
| Altfest L J & Co Inc | 31,621 | $2.93M | 0.31% | −177,517−84.9% | Reduced |
| Portside Wealth Group, LLC | 31,591 | $2.93M | 0.40% | −14,893−32.0% | Reduced |
| UMA Financial Services, Inc. | 31,558 | $2.93M | 0.41% | −59,918−65.5% | Reduced |
| Capital Financial Group Inc | 31,543 | $2.92M | 1.61% | −3,011−8.7% | Reduced |
| WFA of San Diego, LLC | 31,291 | $2.90M | 2.33% | −2,720−8.0% | Reduced |
| Guggenheim Capital LLC | 30,542 | $2.83M | 0.02% | +5,202+20.5% | Added |
| Heritage Wealth Advisors | 30,232 | $2.80M | 0.11% | +7,443+32.7% | Added |
| DV Trading LLC | 30,223 | $2.80M | 0.25% | +6,377+26.7% | Added |
| Captrust Financial Advisors | 30,145 | $2.79M | 0.00% | +12,968+75.5% | Added |
| Bush Investment Group, LLC | 29,239 | $2.71M | 1.48% | −42,971−59.5% | Reduced |
| Forbes J M & Co LLP | 29,211 | $2.71M | 0.23% | 00.0% | Unchanged |
| Brown Financial Advisors | 28,995 | $2.69M | 1.02% | +2,515+9.5% | Added |
| PDS Planning, Inc | 28,787 | $2.67M | 0.18% | +292+1.0% | Added |
| Aspetuck Financial Management LLC | 28,710 | $2.66M | 1.82% | +415+1.5% | Added |
| Brinker Capital Investments, LLC | 28,699 | $2.66M | 0.02% | −29,507−50.7% | Reduced |
| Kickstand Ventures, LLC. | 28,055 | $2.60M | 0.55% | −4,455−13.7% | Reduced |
| Heritage Family Offices, LLP | 28,044 | $2.60M | 1.15% | +24,035+599.5% | Added |
| Simplicity Wealth,LLC | 27,909 | $2.59M | 0.15% | −695−2.4% | Reduced |
| Beacon Pointe Advisors, LLC | 27,887 | $2.58M | 0.01% | −13,911−33.3% | Reduced |
| Fiduciary Trust Co | 27,739 | $2.57M | 0.03% | +3,271+13.4% | Added |
| Choate Investment Advisors | 27,598 | $2.56M | 0.05% | −2,923−9.6% | Reduced |
| Caitlin John, LLC | 27,578 | $2.56M | 1.54% | +471+1.7% | Added |
| Allworth Financial LP | 27,066 | $2.51M | 0.01% | +27,066 | New |
| Independent Financial Group, LLC | 26,883 | $2.49M | 0.06% | −5,281−16.4% | Reduced |
| Summit Financial, LLC | 26,761 | $2.48M | 0.03% | +17,725+196.2% | Added |
| Vaughan David Investments LLC | 26,600 | $2.47M | 0.05% | +26,600 | New |
| WCG Wealth Advisors LLC | 26,519 | $2.46M | 0.07% | −918−3.3% | Reduced |
| Buckingham Strategic Partners | 26,204 | $2.43M | 0.02% | +26,204 | New |
| IFP Advisors, Inc | 25,903 | $2.40M | 0.05% | −11,914−31.5% | Reduced |
| Gradient Capital Advisors, LLC | 25,883 | $2.40M | 0.62% | −1,935−7.0% | Reduced |
| Bravias Capital Group, LLC | 25,566 | $2.37M | 1.55% | +793+3.2% | Added |
| LifeGoal Wealth Advisors | 25,011 | $2.36M | 1.35% | +25,011 | New |
| Hutchinson Capital Management | 25,437 | $2.36M | 0.43% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 25,500 | $2.35M | 0.05% | 00.0% | Unchanged |
| One Charles Private Wealth Services, LLC | 25,210 | $2.34M | 0.59% | −766−2.9% | Reduced |
| RCW Management, LLC | 25,156 | $2.33M | 2.39% | −2,441−8.8% | Reduced |
| Quantinno Capital Management LP | 24,950 | $2.31M | 0.00% | +13,612+120.1% | Added |
| Certified Advisory Corp | 24,855 | $2.30M | 0.21% | +644+2.7% | Added |
| Fidelis Capital Partners, LLC | 24,768 | $2.30M | 0.16% | +24,768 | New |
| Holistic Planning, LLC | 24,735 | $2.29M | 0.46% | −179−0.7% | Reduced |
| BlackDiamond Wealth Management Inc. | 24,616 | $2.28M | 1.10% | −8,868−26.5% | Reduced |
| Mission Wealth Management, LP | 24,513 | $2.27M | 0.05% | −2,925−10.7% | Reduced |
| Brown Miller Wealth Management, LLC | 24,209 | $2.24M | 0.64% | −1,544−6.0% | Reduced |
| WNY Asset Management, LLC | 24,189 | $2.24M | 0.23% | +24,189 | New |
| Arkadios Wealth Advisors | 24,065 | $2.23M | 0.04% | +14,509+151.8% | Added |
| CIBC Bancorp USA Inc. | 24,011 | $2.23M | 0.00% | +24,011 | New |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 23,979 | $2.22M | 0.27% | 00.0% | Unchanged |
| Curry Webb Wealth Management LLC | 23,877 | $2.21M | 1.05% | −2,896−10.8% | Reduced |
| Myecfo, LLC | 23,713 | $2.20M | 0.92% | +1,390+6.2% | Added |
| Atria Investments LLC | 23,625 | $2.19M | 0.02% | −32,215−57.7% | Reduced |
| Sargent Investment Group, LLC | 23,625 | $2.19M | 0.29% | +235+1.0% | Added |
| SeaCrest Wealth Management, LLC | 23,168 | $2.15M | 0.23% | −182−0.8% | Reduced |
| Signal Advisors Wealth, LLC | 23,106 | $2.14M | 0.15% | +9,983+76.1% | Added |
| Mayflower Financial Advisors, LLC | 22,845 | $2.12M | 0.26% | −21,573−48.6% | Reduced |
| Mattson Financial Services, LLC | 22,758 | $2.11M | 0.50% | +8,169+56.0% | Added |
| Medici Capital LLC | 22,700 | $2.10M | 2.94% | −181,326−88.9% | Reduced |
| McNaughton Wealth Management, LLC | 22,488 | $2.08M | 0.86% | −30,766−57.8% | Reduced |
| Vertex Planning Partners, LLC | 22,412 | $2.08M | 0.40% | −21,692−49.2% | Reduced |
| Kingsview Wealth Management, LLC | 22,339 | $2.07M | 0.03% | −283−1.3% | Reduced |
| Pecaut & Co. | 22,252 | $2.06M | 0.67% | +871+4.1% | Added |
| Hollencrest Capital Management | 21,905 | $2.03M | 0.08% | 00.0% | Unchanged |
| Green Harvest Asset Management LLC | 21,904 | $2.03M | 0.03% | −514−2.3% | Reduced |
| Visionary Wealth Advisors | 21,740 | $2.02M | 0.09% | −4,046−15.7% | Reduced |
| Brown Advisory Inc | 21,255 | $1.97M | 0.00% | +20+0.1% | Added |
| Carret Asset Management, LLC | 21,124 | $1.96M | 0.19% | −475−2.2% | Reduced |
| SHP Wealth Management | 21,082 | $1.95M | 0.15% | +6,736+47.0% | Added |
| Advisor OS, LLC | 20,930 | $1.94M | 0.14% | +20,930 | New |
| Hegarty Advisors, LLC | 20,790 | $1.93M | 1.52% | +20,790 | New |
| Petix & Botte Co | 10,227 | $1.90M | 0.42% | −9,273−47.6% | Reduced |
| Eagle Global Advisors LLC | 20,100 | $1.86M | 0.07% | 00.0% | Unchanged |
| Paladin Wealth, LLC | 20,017 | $1.86M | 1.28% | +1,729+9.5% | Added |
| Valicenti Advisory Services Inc | 20,008 | $1.85M | 0.40% | +2,826+16.4% | Added |
| Sovran Advisors, LLC | 20,080 | $1.83M | 0.14% | −10,202−33.7% | Reduced |
| Kera Capital Partners, Inc. | 19,768 | $1.83M | 0.22% | +5,946+43.0% | Added |
| Robinson Value Management, Ltd. | 19,716 | $1.83M | 1.02% | −2,183−10.0% | Reduced |
| Sigma Planning Corp | 19,363 | $1.79M | 0.05% | +9,486+96.0% | Added |
| Oppenheimer & Co Inc | 19,358 | $1.79M | 0.02% | +19,358 | New |
| Quartz Partners, LLC | 19,315 | $1.79M | 0.69% | −3,360−14.8% | Reduced |
| MAI Capital Management | 19,249 | $1.78M | 0.01% | +782+4.2% | Added |
| Foronjy Financial LLC | 19,242 | $1.78M | 0.74% | +218+1.1% | Added |
| Graetz Wealth LLC | 19,211 | $1.78M | 1.59% | −21,711−53.1% | Reduced |
| Diligent Investors, LLC | 19,011 | $1.76M | 0.44% | 00.0% | Unchanged |
| M1 Capital Management LLC | 18,973 | $1.76M | 0.81% | +4,195+28.4% | Added |
| Richard Bernstein Advisors LLC | 18,955 | $1.76M | 0.05% | −2,029−9.7% | Reduced |
| Clearstead Advisors, LLC | 18,641 | $1.73M | 0.02% | −1,645−8.1% | Reduced |
| Warren Averett Asset Management, LLC | 18,598 | $1.72M | 0.01% | +470+2.6% | Added |
| YHB Investment Advisors, Inc. | 18,581 | $1.72M | 0.12% | +1,850+11.1% | Added |
| Lifelong Wealth Advisors, Inc. | 18,434 | $1.71M | 0.46% | −1,161−5.9% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 18,425 | $1.71M | 0.25% | +4,921+36.4% | Added |
| Leading Edge Financial Planning LLC | 18,390 | $1.70M | 0.36% | −1,062−5.5% | Reduced |
| InTrack Investment Management Inc | 18,331 | $1.70M | 0.97% | −420−2.2% | Reduced |
| Apeiron RIA LLC | 18,268 | $1.69M | 0.39% | −2,508−12.1% | Reduced |
| Fiduciary Alliance LLC | 17,777 | $1.69M | 0.10% | +17,777 | New |
| Betterment LLC | 18,150 | $1.68M | 0.00% | +9,017+98.7% | Added |
| BCM Advisors, LLC | 18,793 | $1.68M | 0.33% | +10,939+139.3% | Added |
| Merkkuri Wealth Advisors LLC | 17,799 | $1.65M | 1.09% | −6,233−25.9% | Reduced |
| FRG Family Wealth Advisors LLC | 17,530 | $1.62M | 0.27% | +1,875+12.0% | Added |
| Maia Wealth LLC | 17,130 | $1.59M | 0.27% | −6,027−26.0% | Reduced |