Skip to main content
Livermore
Livermore
ZHEN

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.

Institutional holdersQ1 2026: 913 institutions
Q1 2021: 227 institutionsQ2 2021: 239 institutionsQ3 2021: 235 institutionsQ4 2021: 258 institutionsQ1 2022: 240 institutionsQ2 2022: 274 institutionsQ3 2022: 255 institutionsQ4 2022: 275 institutionsQ1 2023: 319 institutionsQ2 2023: 334 institutionsQ3 2023: 345 institutionsQ4 2023: 374 institutionsQ1 2024: 375 institutionsQ2 2024: 406 institutionsQ3 2024: 465 institutionsQ4 2024: 541 institutionsQ1 2025: 618 institutionsQ2 2025: 702 institutionsQ3 2025: 754 institutionsQ4 2025: 877 institutionsQ1 2026: 913 institutionsQ2 2026: 922 institutions
Value heldQ1 2026: $15.1B
Q1 2021: $2.69BQ2 2021: $2.80BQ3 2021: $2.75BQ4 2021: $2.84BQ1 2022: $2.49BQ2 2022: $3.09BQ3 2022: $2.88BQ4 2022: $3.19BQ1 2023: $3.82BQ2 2023: $4.12BQ3 2023: $3.52BQ4 2023: $3.83BQ1 2024: $4.28BQ2 2024: $4.20BQ3 2024: $5.94BQ4 2024: $5.84BQ1 2025: $8.05BQ2 2025: $9.15BQ3 2025: $11.7BQ4 2025: $13.9BQ1 2026: $15.1BQ2 2026: $14.3B
Institutions holding GLDM and their total value by quarter
QuarterHoldersValue
Q2 2026922$14.3B
Q1 2026913$15.1B
Q4 2025877$13.9B
Q3 2025754$11.7B
Q2 2025702$9.15B
Q1 2025618$8.05B
Q4 2024541$5.84B
Q3 2024465$5.94B
Q2 2024406$4.20B
Q1 2024375$4.28B
Q4 2023374$3.83B
Q3 2023345$3.52B
Q2 2023334$4.12B
Q1 2023319$3.82B
Q4 2022275$3.19B
Q3 2022255$2.88B
Q2 2022274$3.09B
Q1 2022240$2.49B
Q4 2021258$2.84B
Q3 2021235$2.75B
Q2 2021239$2.80B
Q1 2021227$2.69B

Institutions, Q1 2026

Shares, value and share of portfolio for each institution holding World Gold Trust; share changes are against Q4 2025.

Institutions holding GLDM in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
BKA Wealth Consulting, Inc.4,931$457.1K0.35%00.0%Unchanged
Strategic Blueprint, LLC4,913$455.4K0.03%−5,093−50.9%Reduced
Rossby Financial, LCC4,814$454.0K0.09%+4,788+18,415.4%Added
Crestwood Advisors Group LLC4,888$453.1K0.01%+4,888New
Arwa LLC4,781$451.2K0.22%+1,439+43.1%Added
WealthPLAN Partners, LLC4,860$450.5K0.09%−10,552−68.5%Reduced
GWN Securities Inc.4,786$443.6K0.08%−250−5.0%Reduced
Resources Investment Advisors, LLC.4,774$442.5K0.00%+1,343+39.1%Added
Spire Wealth Management4,753$440.6K0.02%−282−5.6%Reduced
Thoroughbred Financial Services, LLC4,756$440.0K0.03%00.0%Unchanged
Capital Investment Advisory Services, LLC4,740$439.4K0.03%+294+6.6%Added
Regions Financial Corp4,719$437.4K0.00%+41+0.9%Added
Family CFO Inc4,684$434.2K0.19%+4,684New
LexAurum Advisors, LLC4,679$433.7K0.06%+4,679New
Capstone Financial Advisors, Inc.4,664$432.3K0.02%−475−9.2%Reduced
Financial Network Wealth Advisors LLC4,654$431.4K0.44%−2,173−31.8%Reduced
Regal Investment Advisors LLC4,637$429.8K0.02%+1,329+40.2%Added
Novem Group4,581$424.6K0.05%+345+8.1%Added
AlTi Global, Inc.4,518$418.8K0.01%00.0%Unchanged
Beacon Financial Advisory LLC4,495$416.6K0.09%−4,027−47.3%Reduced
Noesis Capital Mangement Corp4,495$416.6K0.06%+440+10.9%Added
Asempa Wealth Advisors4,401$415.0K0.36%+634+16.8%Added
First National Trust Co4,379$405.9K0.01%−1,123−20.4%Reduced
Hobbs Wealth Management, LLC4,344$402.6K0.40%−3,787−46.6%Reduced
Lee Financial Co4,220$391.2K0.06%00.0%Unchanged
Greenleaf Trust4,204$389.7K0.00%00.0%Unchanged
Meredith Wealth Planning4,197$389.0K0.11%00.0%Unchanged
Sunpointe, LLC4,193$388.6K0.13%+4,193New
Towarzystwo Funduszy Inwestycyjnych Pzu SA4,150$384.7K0.13%+650+18.6%Added
Verus Capital Partners, LLC4,146$384.3K0.03%−5,900−58.7%Reduced
Guidance Point Advisors, LLC4,122$382.1K0.09%00.0%Unchanged
Access Investment Management LLC4,120$381.9K0.10%−480−10.4%Reduced
Inspire Advisors, LLC4,102$380.2K0.03%+4,102New
Sowell Financial Services LLC4,102$380.2K0.01%−1,040−20.2%Reduced
Net Worth Advisory Group4,070$377.2K0.08%−287−6.6%Reduced
Livet Wealth, LLC4,040$374.5K0.24%00.0%Unchanged
Paragon Advisors, LLC4,033$373.8K0.10%+295+7.9%Added
Boston Private Wealth LLC4,010$371.7K0.02%+4,010New
Bell Investment Advisors, Inc3,985$369.4K0.06%00.0%Unchanged
Angeles Wealth Management, LLC3,946$365.8K0.02%+1,065+37.0%Added
Meeder Advisory Services, Inc.3,943$365.5K0.02%−5−0.1%Reduced
Mma Asset Management LLC3,913$362.7K0.13%+673+20.8%Added
Balance Wealth, LLC3,904$361.9K0.11%00.0%Unchanged
Aspiriant, LLC3,902$361.7K0.01%+65+1.7%Added
Entruity Wealth, LLC3,900$361.5K0.25%00.0%Unchanged
LongView Wealth Management3,734$358.1K0.09%+210+6.0%Added
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors3,855$357.3K0.02%−7,442−65.9%Reduced
Prospera Financial Services Inc3,849$356.8K0.01%00.0%Unchanged
Catalina Capital Group, LLC3,741$346.8K0.21%−4,036−51.9%Reduced
Blue Water Asset Management3,736$346.3K0.12%+40+1.1%Added
LeClair Wealth Partners LLC3,736$346.3K0.12%+3,736New
Astra Wealth Partners LLC3,673$340.4K0.21%+3,673New
Tfo-TDC, LLC3,658$339.1K0.05%+358+10.8%Added
Clifford Group, LLC3,626$336.1K0.26%−937−20.5%Reduced
Estate Planners Group, LLC3,616$335.2K0.16%+355+10.9%Added
Sutton Place Investors LLC3,601$333.8K0.18%−3,298−47.8%Reduced
Gibbs Wealth Management3,587$332.5K0.04%−899−20.0%Reduced
Eqis Capital Management, Inc.3,582$332.0K0.10%+3,582New
Barnett & Company, Inc.3,576$331.5K0.26%+16+0.4%Added
Invera Wealth Advisors, LLC3,573$331.2K0.21%+512+16.7%Added
Armstrong, Fleming & Moore, Inc3,560$330.0K0.14%00.0%Unchanged
Carnegie Capital Asset Management, LLC3,550$329.1K0.01%+200+6.0%Added
Brookwood Investment Group LLC3,538$327.9K0.04%−843−19.2%Reduced
Triad Wealth Partners, LLC3,530$327.2K0.03%−2,211−38.5%Reduced
Roman Butler Fullerton & Co3,494$327.1K0.09%−2,066−37.2%Reduced
Archer Investment Management, LLC3,500$324.4K0.14%+3,500New
Virtue Capital Management, LLC3,619$323.2K0.05%+3,619New
National Wealth Management Group, LLC3,468$321.4K0.12%+441+14.6%Added
Genesis Private Wealth, LLC3,461$320.8K0.10%−226−6.1%Reduced
Aegis Wealth Management LLC3,445$319.3K0.18%−1,253−26.7%Reduced
Firethorn Wealth Partners, LLC3,435$318.4K0.12%−4,226−55.2%Reduced
Tranquility Partners, LLC3,383$313.6K0.12%00.0%Unchanged
Professional Financial Advisors, LLC3,326$308.3K0.06%+21+0.6%Added
Indivisible Partners3,275$303.6K0.03%+142+4.5%Added
Gen-Wealth Partners Inc3,269$303.0K0.10%−6,435−66.3%Reduced
Essential Partners LLC3,245$300.8K0.10%+300+10.2%Added
Bouchey Financial Group Ltd3,110$293.5K0.02%−36−1.1%Reduced
DGS Capital Management, LLC3,150$292.0K0.05%00.0%Unchanged
Flatrock Wealth Partners LLC3,137$290.8K0.13%+57+1.9%Added
WealthTrak Capital Management LLC3,130$290.1K0.21%−6,502−67.5%Reduced
Camden Capital, LLC3,126$289.7K0.02%+3,126New
Painted Porch Advisors LLC3,121$289.3K0.14%−7−0.2%Reduced
International Private Wealth Advisors LLC3,116$288.8K0.18%−92−2.9%Reduced
Axxcess Wealth Management, LLC3,110$288.3K0.01%−2,613−45.7%Reduced
Asset Allocation Strategies LLC3,110$288.3K0.05%+206+7.1%Added
Strategic Wealth Partners, Ltd.3,085$285.9K0.02%−138−4.3%Reduced
MidFirst Bank3,082$285.7K0.02%−23−0.7%Reduced
N.E.W. Advisory Services LLC3,079$285.4K0.02%+4+0.1%Added
Refined Wealth Management3,072$284.7K0.18%00.0%Unchanged
Cypress Capital Group3,072$284.7K0.03%+3,072New
XTX Topco Ltd3,029$280.8K0.00%+3,029New
Berkshire Asset Management LLC3,018$279.7K0.01%00.0%Unchanged
Facet Wealth, Inc.3,014$279.4K0.00%+322+12.0%Added
Kingswood Wealth Advisors, LLC3,011$279.1K0.01%−2,912−49.2%Reduced
Abacus Wealth Partners, LLC3,000$278.1K0.03%+3,000New
Strathmore Capital Advisors, Inc.2,957$276.0K0.08%+2,957New
Burke & Herbert Bank & Trust Co2,972$275.5K0.08%+2,972New
Mosaic Family Wealth Partners, LLC2,970$275.3K0.03%−616−17.2%Reduced
Marino, Stram & Associates LLC2,965$274.8K0.05%+2,965New
HCR Wealth Advisors2,964$274.7K0.03%00.0%Unchanged