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 |
|---|---|---|---|---|---|
| Cornerstone Planning Group LLC | 8,789 | $792.2K | 0.11% | +8,720+12,637.7% | Added |
| Savant Capital, LLC | 8,546 | $792.1K | 0.00% | +646+8.2% | Added |
| Alesco Advisors LLC | 8,470 | $785.1K | 0.02% | 00.0% | Unchanged |
| Denver Wealth Management, Inc. | 8,421 | $780.5K | 0.27% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 8,300 | $769.3K | 0.02% | +686+9.0% | Added |
| Snowden Capital Advisors LLC | 8,275 | $767.0K | 0.02% | +8,275 | New |
| Corecam Pte. Ltd. | 8,240 | $763.8K | 0.33% | +3,970+93.0% | Added |
| Pensionmark Financial Group, LLC | 8,222 | $762.1K | 0.01% | +1,012+14.0% | Added |
| Crews Bank & Trust | 8,215 | $761.4K | 0.11% | −235−2.8% | Reduced |
| Fundamentun, LLC | 8,162 | $756.5K | 0.03% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 8,134 | $753.9K | 0.13% | +3,215+65.4% | Added |
| Belpointe Asset Management LLC | 8,108 | $751.5K | 0.03% | −3,024−27.2% | Reduced |
| Quest 10 Wealth Builders, Inc. | 8,100 | $750.8K | 0.66% | −1,132−12.3% | Reduced |
| HORAN Wealth, LLC | 8,785 | $749.9K | 0.07% | +8,785 | New |
| Integrity Advisory Solutions, LLC | 8,085 | $749.4K | 0.10% | +337+4.3% | Added |
| First Heartland Consultants, Inc. | 8,055 | $746.6K | 0.06% | +4,099+103.6% | Added |
| Wedbush Securities Inc | 8,046 | $746.0K | 0.02% | −890−10.0% | Reduced |
| Matrix Trust Co | 8,037 | $745.0K | 0.12% | −6,521−44.8% | Reduced |
| Tower Bridge Advisors | 7,965 | $738.3K | 0.07% | +7,965 | New |
| Tokio Marine Asset Management Co Ltd | 7,900 | $732.3K | 0.03% | −700−8.1% | Reduced |
| Signet Financial Management, LLC | 7,833 | $726.0K | 0.08% | −1,198−13.3% | Reduced |
| Appleton Partners Inc | 7,803 | $723.0K | 0.05% | +202+2.7% | Added |
| Mather Group, LLC. | 7,780 | $721.1K | 0.01% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 7,590 | $715.8K | 0.56% | +1,448+23.6% | Added |
| GWM Advisors LLC | 7,690 | $712.8K | 0.00% | −191,266−96.1% | Reduced |
| Alpha Financial Partners, LLC | 7,591 | $703.6K | 0.42% | −569−7.0% | Reduced |
| Coastal Investment Advisors, Inc. | 7,542 | $699.1K | 0.24% | +7,542 | New |
| Millstone Evans Group, LLC | 7,499 | $695.1K | 0.42% | +1,000+15.4% | Added |
| United Capital Financial Advisers, LLC | 7,497 | $694.9K | 0.00% | −480−6.0% | Reduced |
| Wealth Alliance | 7,416 | $687.4K | 0.07% | −1,636−18.1% | Reduced |
| OMNI 360 Wealth, Inc. | 7,350 | $681.3K | 0.35% | −1,650−18.3% | Reduced |
| Almanack Investment Partners, LLC. | 7,335 | $679.9K | 0.11% | +1,830+33.2% | Added |
| MKT Advisors LLC | 7,258 | $675.3K | 0.23% | −541−6.9% | Reduced |
| Intrua Financial, LLC | 7,261 | $673.0K | 0.07% | −345−4.5% | Reduced |
| Smartleaf Asset Management LLC | 7,523 | $672.0K | 0.02% | −8,017−51.6% | Reduced |
| Hamilton Capital, LLC | 7,220 | $669.2K | 0.03% | +546+8.2% | Added |
| Marshall & Sterling Wealth Advisors Inc. | 7,173 | $664.8K | 0.43% | −4,610−39.1% | Reduced |
| Advisors Capital Management, LLC | 7,159 | $663.6K | 0.01% | 00.0% | Unchanged |
| Fiscal Wisdom Wealth Management, LLC | 7,090 | $657.2K | 0.63% | +242+3.5% | Added |
| Prosperity Consulting Group, LLC | 7,058 | $654.2K | 0.03% | −3,215−31.3% | Reduced |
| Curtis Wealth Management LLC | 6,973 | $646.3K | 0.61% | −7,501−51.8% | Reduced |
| Theory Financial LLC | 6,904 | $639.9K | 0.22% | −12,949−65.2% | Reduced |
| Spectrum Planning & Advisory Services Inc. | 6,891 | $638.7K | 0.32% | +528+8.3% | Added |
| Independent Wealth Network Inc. | 6,873 | $637.1K | 0.19% | +6,873 | New |
| OneAscent Financial Services LLC | 6,829 | $633.0K | 0.03% | +1,987+41.0% | Added |
| Garde Capital, Inc. | 6,823 | $632.4K | 0.04% | +6,823 | New |
| Flputnam Investment Management Co | 6,779 | $628.3K | 0.01% | −377−5.3% | Reduced |
| TCG Advisory Services, LLC | 6,761 | $626.7K | 0.02% | +6,761 | New |
| Private Trust Co NA | 6,748 | $625.5K | 0.06% | −42−0.6% | Reduced |
| International Assets Investment Management, LLC | 6,605 | $622.9K | 0.04% | +4,805+266.9% | Added |
| Eldridge Investment Advisors, Inc. | 6,652 | $616.6K | 0.14% | −210−3.1% | Reduced |
| Redwood Investment Management, LLC | 6,613 | $613.0K | 0.08% | −10,185−60.6% | Reduced |
| Miller Global Investments, LLC | 6,594 | $611.2K | 0.56% | −400−5.7% | Reduced |
| Total Investment Management Inc | 6,556 | $607.7K | 0.07% | −3,488−34.7% | Reduced |
| Global View Capital Management LLC | 6,486 | $601.2K | 0.16% | +839+14.9% | Added |
| ArborFi Advisors, LLC | 6,478 | $600.4K | 0.49% | −1,468−18.5% | Reduced |
| Tempus Wealth Planning, LLC | 6,449 | $597.8K | 0.14% | −4,555−41.4% | Reduced |
| CMC Financial Group | 6,400 | $593.2K | 1.20% | +6,400 | New |
| Sentinel Trust Co Lba | 6,355 | $589.0K | 0.06% | 00.0% | Unchanged |
| Annex Advisory Services, LLC | 6,346 | $588.2K | 0.01% | +747+13.3% | Added |
| Decker Wealth Management LLC | 6,335 | $587.2K | 0.13% | 00.0% | Unchanged |
| Manhattan West Asset Management, LLC | 6,313 | $585.2K | 0.11% | +3,241+105.5% | Added |
| King Wealth | 6,301 | $584.0K | 0.07% | 00.0% | Unchanged |
| Weil Company, Inc. | 6,248 | $579.1K | 0.13% | 00.0% | Unchanged |
| Tactive Advisors, LLC | 6,187 | $573.5K | 0.16% | −785−11.3% | Reduced |
| Norden Group LLC | 6,174 | $572.3K | 0.05% | −2,856−31.6% | Reduced |
| Selective Wealth Management, Inc. | 6,328 | $569.3K | 0.17% | +726+13.0% | Added |
| Sound View Wealth Advisors Group, LLC | 6,105 | $565.9K | 0.04% | 00.0% | Unchanged |
| Principal Securities, Inc. | 6,059 | $561.6K | 0.01% | −158−2.5% | Reduced |
| MBE Wealth Management, LLC | 6,018 | $557.8K | 0.23% | −102−1.7% | Reduced |
| Souders Financial Advisors | 6,010 | $557.1K | 0.06% | 00.0% | Unchanged |
| Gerber Kawasaki Wealth & Investment Management | 5,951 | $551.6K | 0.02% | +1,527+34.5% | Added |
| Range Advisory, LLC | 5,923 | $549.0K | 0.10% | +909+18.1% | Added |
| Anchor Investment Management, LLC | 5,899 | $546.8K | 0.05% | −50−0.8% | Reduced |
| Bauman Advisory Group, LLC | 5,888 | $545.8K | 0.38% | −109−1.8% | Reduced |
| Washington Trust Co | 5,843 | $541.6K | 0.02% | +500+9.4% | Added |
| Harbor Capital Advisors, Inc. | 5,840 | $541.0K | 0.04% | +155+2.7% | Added |
| Valeo Financial Advisors, LLC | 5,827 | $540.1K | 0.01% | +599+11.5% | Added |
| Savvy Advisors, Inc. | 5,795 | $537.1K | 0.01% | −65,439−91.9% | Reduced |
| Fortis Capital Management LLC | 5,794 | $537.0K | 0.07% | +5,794 | New |
| Etesian Wealth Advisors, Inc. | 5,619 | $520.8K | 0.17% | −359−6.0% | Reduced |
| McAdam, LLC | 5,593 | $518.4K | 0.02% | +14+0.3% | Added |
| Total Clarity Wealth Management, Inc. | 5,547 | $514.2K | 0.12% | +1,009+22.2% | Added |
| Oceanside Advisors LLC | 5,527 | $512.3K | 0.29% | −69−1.2% | Reduced |
| HM Payson & Co | 5,511 | $510.8K | 0.01% | +261+5.0% | Added |
| Talon Private Wealth, LLC | 5,460 | $506.1K | 0.07% | +5,460 | New |
| ShoreHaven Wealth Partners, LLC | 5,433 | $503.6K | 0.18% | −17−0.3% | Reduced |
| Richards, Merrill & Peterson, Inc. | 5,340 | $495.0K | 0.18% | 00.0% | Unchanged |
| Absolute Capital Management, LLC | 5,258 | $487.4K | 0.16% | +302+6.1% | Added |
| WealthPoint Financial, LLC | 5,252 | $486.8K | 0.41% | −10,889−67.5% | Reduced |
| Equita Financial Network, Inc. | 5,212 | $483.1K | 0.15% | +1,457+38.8% | Added |
| Clarity Capital Advisors, LLC | 5,197 | $481.7K | 0.22% | +5,197 | New |
| B.O.S.S. Retirement Advisors, LLC | 5,130 | $475.5K | 0.14% | −17,259−77.1% | Reduced |
| Titleist Asset Management, LLC | 5,083 | $471.1K | 0.04% | +5,083 | New |
| Ami Asset Management Corp | 5,069 | $469.8K | 0.03% | +5,069 | New |
| Silverlake Wealth Management LLC | 5,033 | $466.5K | 0.10% | −105−2.0% | Reduced |
| Greenwich Wealth Management LLC | 4,963 | $460.0K | 0.02% | +585+13.4% | Added |
| HB Wealth Management, LLC | 4,959 | $459.6K | 0.00% | −246−4.7% | Reduced |
| Avidian Wealth Solutions, LLC | 4,946 | $458.4K | 0.01% | −6,865−58.1% | Reduced |
| Vermillion Wealth Management, Inc. | 4,942 | $458.1K | 0.18% | 00.0% | Unchanged |