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 |
|---|---|---|---|---|---|
| ZEGA Investments, LLC | 17,121 | $1.59M | 0.30% | −2,810−14.1% | Reduced |
| Kendall Capital Management | 17,073 | $1.58M | 0.32% | −172−1.0% | Reduced |
| Pathway Financial Advisors LLC | 16,965 | $1.57M | 0.19% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 16,926 | $1.57M | 0.03% | −6,366−27.3% | Reduced |
| Daviman Financial, LLC | 16,824 | $1.56M | 0.92% | −18,546−52.4% | Reduced |
| XY Planning Network, Inc. | 16,493 | $1.56M | 0.25% | +8,153+97.8% | Added |
| Perennial Investment Advisors, LLC | 16,772 | $1.55M | 0.12% | −6,495−27.9% | Reduced |
| EP Wealth Advisors, LLC | 16,431 | $1.52M | 0.01% | −2,548−13.4% | Reduced |
| Wealthcare Capital Partners, LLC | 16,288 | $1.51M | 0.71% | −313−1.9% | Reduced |
| Atomi Financial Group, Inc. | 16,030 | $1.49M | 0.05% | +2,764+20.8% | Added |
| Copia Wealth Management | 15,975 | $1.48M | 1.02% | −86−0.5% | Reduced |
| Capital Analysts, LLC | 15,930 | $1.48M | 0.04% | +761+5.0% | Added |
| Nwam LLC | 15,883 | $1.47M | 0.08% | +1,092+7.4% | Added |
| Continuum Advisory, LLC | 15,814 | $1.47M | 0.14% | −247−1.5% | Reduced |
| Focus Financial Network, Inc. | 15,734 | $1.46M | 0.05% | −13,234−45.7% | Reduced |
| Caerus Investment Advisors, LLC | 15,658 | $1.45M | 0.61% | −1,311−7.7% | Reduced |
| Kohmann Bosshard Financial Services, LLC | 15,512 | $1.44M | 0.14% | +9,673+165.7% | Added |
| S. R. Schill & Associates | 15,346 | $1.42M | 0.96% | −2,254−12.8% | Reduced |
| Nicolet Bankshares Inc | 15,266 | $1.42M | 0.05% | +15,266 | New |
| Nomura Asset Management International Inc. | 15,233 | $1.41M | 0.00% | +15,233 | New |
| CIBC World Markets Inc. | 15,179 | $1.41M | 0.00% | +957+6.7% | Added |
| First Financial Bank - Trust Division | 15,176 | $1.41M | 0.11% | 00.0% | Unchanged |
| Frederick Financial Consultants, LLC | 15,145 | $1.40M | 0.70% | +110+0.7% | Added |
| Tocqueville Asset Management L.P. | 14,923 | $1.38M | 0.02% | +13+0.1% | Added |
| Standard Life Aberdeen plc | 14,880 | $1.38M | 0.00% | +8,319+126.8% | Added |
| Patriot Financial Group Insurance Agency, LLC | 14,824 | $1.37M | 0.08% | +1,045+7.6% | Added |
| Adviser Investments LLC | 14,766 | $1.37M | 0.01% | −34,995−70.3% | Reduced |
| Silver Oak Securities, Inc | 14,763 | $1.37M | 0.10% | +108+0.7% | Added |
| Wellington-Altus USA Inc. | 17,013 | $1.35M | 0.80% | −10,611−38.4% | Reduced |
| Capital Management Associates, Inc | 14,533 | $1.35M | 0.30% | −714−4.7% | Reduced |
| Entrust Financial LLC | 14,458 | $1.34M | 0.94% | −2,317−13.8% | Reduced |
| Clark Asset Management, LLC | 14,350 | $1.33M | 0.12% | +288+2.0% | Added |
| FMR LLC | 14,038 | $1.30M | 0.00% | +1,899+15.6% | Added |
| Waterloo Capital, L.P. | 13,967 | $1.29M | 0.09% | −36−0.3% | Reduced |
| Integrated Wealth Concepts LLC | 13,832 | $1.28M | 0.01% | −2,020−12.7% | Reduced |
| Tableaux LLC | 13,773 | $1.28M | 0.62% | +9,457+219.1% | Added |
| Valtinson Bruner Financial Planning LLC | 13,719 | $1.27M | 0.35% | −403−2.9% | Reduced |
| Biltmore Family Office, LLC | 13,626 | $1.26M | 0.18% | −10,000−42.3% | Reduced |
| CacheTech Inc. | 13,617 | $1.26M | 0.24% | +1,504+12.4% | Added |
| Fort Washington Investment Advisors Inc | 13,601 | $1.26M | 0.01% | +157+1.2% | Added |
| U.S. Capital Wealth Advisors, LLC | 13,381 | $1.24M | 0.03% | −766−5.4% | Reduced |
| Quantify Chaos Advisors, LLC | 13,264 | $1.23M | 3.83% | +121+0.9% | Added |
| Gambit Capital Management, LLC | 13,258 | $1.23M | 0.88% | −90−0.7% | Reduced |
| Meridian Wealth Management, LLC | 13,169 | $1.22M | 0.04% | −213−1.6% | Reduced |
| Auour Investments LLC | 13,015 | $1.21M | 0.38% | −141−1.1% | Reduced |
| Cassilly Financial Group LLC | 12,947 | $1.20M | 1.04% | −18−0.1% | Reduced |
| Cullen/Frost Bankers, Inc. | 12,787 | $1.19M | 0.01% | −2,860−18.3% | Reduced |
| Able Wealth Management LLC | 12,688 | $1.18M | 0.31% | +5,985+89.3% | Added |
| Johnson Financial Group, Inc. | 12,674 | $1.17M | 0.04% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 12,572 | $1.17M | 0.05% | +713+6.0% | Added |
| Florida Financial Advisors, LLC | 12,531 | $1.16M | 0.28% | +3,084+32.6% | Added |
| Hopwood Nicholas Hunter | 12,511 | $1.16M | 0.37% | −877−6.6% | Reduced |
| Destiny Capital Corp | 12,464 | $1.16M | 0.62% | +2,076+20.0% | Added |
| Central Trust Co | 12,367 | $1.15M | 0.02% | −1,192−8.8% | Reduced |
| Colony Group, LLC | 12,218 | $1.15M | 0.00% | +3,549+40.9% | Added |
| Formidable Asset Management, LLC | 13,394 | $1.14M | 0.18% | −562−4.0% | Reduced |
| Sheets Smith Wealth Management | 12,335 | $1.14M | 0.13% | +2,052+20.0% | Added |
| Caldwell Trust Co | 12,204 | $1.13M | 0.10% | −859−6.6% | Reduced |
| Sovereign Financial Group, Inc. | 11,998 | $1.11M | 0.19% | +28+0.2% | Added |
| Advisor Resource Council | 11,992 | $1.11M | 0.44% | −3,352−21.8% | Reduced |
| Clear Creek Financial Management, LLC | 11,961 | $1.11M | 0.08% | +4,555+61.5% | Added |
| SVRN Asset Management, LLC | 11,947 | $1.11M | 1.07% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 11,807 | $1.10M | 0.06% | +1,130+10.6% | Added |
| A4 Wealth Advisors LLC | 11,822 | $1.10M | 0.91% | −998−7.8% | Reduced |
| Wallace Advisory Group, LLC | 11,513 | $1.07M | 1.14% | −4,480−28.0% | Reduced |
| Ausdal Financial Partners, Inc. | 11,376 | $1.05M | 0.05% | −1,837−13.9% | Reduced |
| Acorn Wealth Advisors, LLC | 11,352 | $1.05M | 0.31% | +225+2.0% | Added |
| Parallel Advisors, LLC | 11,285 | $1.05M | 0.02% | −179−1.6% | Reduced |
| Triumph Capital Management | 11,273 | $1.04M | 0.21% | +591+5.5% | Added |
| RMR Wealth Builders | 11,033 | $1.02M | 0.08% | +2,710+32.6% | Added |
| CX Institutional | 11,012 | $1.02M | 0.03% | −3,984−26.6% | Reduced |
| JT Stratford LLC | 10,991 | $1.02M | 0.13% | +804+7.9% | Added |
| Ancora Advisors, LLC | 10,904 | $1.01M | 0.02% | −300−2.7% | Reduced |
| HBW Advisory Services LLC | 10,896 | $1.01M | 0.11% | −2,169−16.6% | Reduced |
| Wedmont Private Capital | 10,777 | $1.01M | 0.03% | +862+8.7% | Added |
| Keudell/Morrison Wealth Management | 10,714 | $993.0K | 0.20% | +272+2.6% | Added |
| Astoria Portfolio Advisors LLC. | 10,539 | $976.2K | 0.21% | −8,527−44.7% | Reduced |
| Nvest Financial, LLC | 10,450 | $968.6K | 0.36% | +10,450 | New |
| MSH Capital Advisors LLC | 10,416 | $965.5K | 0.20% | −1,842−15.0% | Reduced |
| JBR Co Financial Management Inc | 11,190 | $955.3K | 0.40% | 00.0% | Unchanged |
| Brighton Jones LLC | 10,049 | $931.4K | 0.02% | +10,049 | New |
| Vista Finance, LLC | 9,951 | $922.4K | 0.73% | +9,951 | New |
| Legacy Solutions, LLC | 9,803 | $908.6K | 0.84% | +9,803 | New |
| Vantage Point Financial LLC | 9,714 | $900.4K | 0.32% | −22,957−70.3% | Reduced |
| Michael B. Yongue | 9,657 | $895.1K | 0.65% | −2,423−20.1% | Reduced |
| Daymark Wealth Partners, LLC | 9,576 | $887.6K | 0.03% | −244−2.5% | Reduced |
| Indiana Trust & Investment Management CO | 9,500 | $880.6K | 0.27% | 00.0% | Unchanged |
| Focused Alpha, LLC | 9,496 | $880.2K | 0.27% | −544−5.4% | Reduced |
| Wealthcare Capital Management LLC | 9,293 | $861.4K | 0.09% | −252−2.6% | Reduced |
| Creative Financial Designs Inc | 9,251 | $857.5K | 0.05% | −1,206−11.5% | Reduced |
| 4WEALTH Advisors, Inc. | 9,553 | $853.3K | 0.73% | −20−0.2% | Reduced |
| Middleton & Co Inc | 9,151 | $848.2K | 0.10% | 00.0% | Unchanged |
| BlackRock, Inc. | 9,148 | $847.9K | 0.00% | −1,406−13.3% | Reduced |
| Shepherd Financial Partners LLC | 9,118 | $845.1K | 0.08% | +198+2.2% | Added |
| Insigneo Advisory Services, LLC | 8,978 | $832.2K | 0.06% | +2,391+36.3% | Added |
| Advyzon Investment Management, LLC | 8,856 | $820.9K | 0.07% | −7,421−45.6% | Reduced |
| Oakmont Advisory Group, LLC | 8,727 | $808.9K | 0.82% | +1,726+24.7% | Added |
| Proficio Capital Partners LLC | 8,685 | $805.0K | 0.04% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 8,614 | $798.4K | 0.06% | −17,153−66.6% | Reduced |
| HSBC Holdings PLC | 8,547 | $792.2K | 0.00% | −2,486−22.5% | Reduced |