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 |
|---|---|---|---|---|---|
| Saxony Capital Management, LLC | 2,950 | $273.4K | 0.16% | −7,626−72.1% | Reduced |
| Washington Trust Advisors, Inc. | 2,948 | $273.3K | 0.02% | +827+39.0% | Added |
| WealthBridge Capital Management, LLC | 2,947 | $273.2K | 0.06% | +60+2.1% | Added |
| Smith, Salley & Associates | 2,946 | $273.1K | 0.01% | +2,946 | New |
| Steel Peak Wealth Management LLC | 2,919 | $270.6K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 2,910 | $269.7K | 0.02% | +526+22.1% | Added |
| Richardson Capital Management LLC | 2,905 | $269.3K | 0.13% | 00.0% | Unchanged |
| OxenFree Capital LLC | 2,825 | $268.1K | 0.13% | −15−0.5% | Reduced |
| Rodgers & Associates, LTD | 2,875 | $266.5K | 0.03% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 2,866 | $265.6K | 0.00% | +56+2.0% | Added |
| Sequoia Financial Advisors, LLC | 2,828 | $262.1K | 0.00% | +2,828 | New |
| Moseley Investment Management Inc | 2,815 | $260.9K | 0.08% | 00.0% | Unchanged |
| LFG Wealth Partners, LLC | 2,790 | $258.6K | 0.16% | −106−3.7% | Reduced |
| Jaffetilchin Investment Partners, LLC | 2,777 | $257.4K | 0.02% | +386+16.1% | Added |
| Mason Investment Advisory Services, Inc. | 2,774 | $257.1K | 0.01% | 00.0% | Unchanged |
| Iron Financial, LLC | 2,773 | $257.0K | 0.11% | −1,038−27.2% | Reduced |
| Brian Low Financial Group, LLC | 2,768 | $256.6K | 0.17% | −169−5.8% | Reduced |
| Peapack Gladstone Financial Corp | 2,764 | $256.0K | 0.00% | +2,764 | New |
| Pathstone Holdings, LLC | 2,743 | $254.2K | 0.00% | +2,743 | New |
| Birch Capital Management, LLC | 2,740 | $254.0K | 0.13% | 00.0% | Unchanged |
| Beacon Financial Group | 2,733 | $253.3K | 0.03% | −1,426−34.3% | Reduced |
| Keel Point, LLC | 2,726 | $252.7K | 0.02% | +95+3.6% | Added |
| Briggs Wealth Management, Inc | 2,725 | $252.6K | 0.27% | −603−18.1% | Reduced |
| Chicago Partners Investment Group LLC | 2,690 | $252.3K | 0.01% | +2,690 | New |
| Advisory Alpha, LLC | 2,686 | $251.2K | 0.01% | −10,330−79.4% | Reduced |
| Maripau Wealth Management LLC | 2,709 | $251.1K | 0.11% | −2,246−45.3% | Reduced |
| Fortis Capital Advisors, LLC | 2,689 | $249.2K | 0.03% | −3,575−57.1% | Reduced |
| Financial & Tax Architects, LLC | 2,674 | $247.9K | 0.06% | +2,674 | New |
| Freestone Capital Holdings, LLC | 2,670 | $247.5K | 0.01% | −18,266−87.2% | Reduced |
| Soundwatch Capital LLC | 2,667 | $247.2K | 0.03% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 2,664 | $247.0K | 0.01% | −5,442−67.1% | Reduced |
| Oregon Pacific Wealth Management, LLC | 2,662 | $246.7K | 0.26% | −1,114−29.5% | Reduced |
| Capital Squared Financial LLC | 2,655 | $246.1K | 0.19% | −220−7.7% | Reduced |
| Moneta Group Investment Advisors LLC | 2,651 | $245.7K | 0.00% | −24−0.9% | Reduced |
| Redhawk Wealth Advisors, Inc. | 2,650 | $245.6K | 0.03% | −3,260−55.2% | Reduced |
| Marks Group Wealth Management, Inc | 2,649 | $245.5K | 0.02% | +2,649 | New |
| Richardson Financial Services Inc. | 2,645 | $245.1K | 0.15% | −150−5.4% | Reduced |
| LaSalle St. Investment Advisors, LLC | 2,627 | $243.5K | 0.03% | −315−10.7% | Reduced |
| Nicholas Hoffman & Company, LLC. | 2,623 | $243.1K | 0.01% | +2,623 | New |
| Redwood Park Advisors LLC | 2,586 | $239.7K | 0.18% | +776+42.9% | Added |
| RDA Financial Network | 2,572 | $238.4K | 0.06% | −5,022−66.1% | Reduced |
| Hofer & Associates. Inc | 2,541 | $235.5K | 0.13% | +52+2.1% | Added |
| Tobias Financial Advisors, Inc. | 2,520 | $233.6K | 0.03% | +108+4.5% | Added |
| Salomon & Ludwin, LLC | 2,521 | $233.1K | 0.02% | −51−2.0% | Reduced |
| Fermata Advisors, LLC | 2,508 | $232.5K | 0.05% | +2,508 | New |
| EverSource Wealth Advisors, LLC | 2,503 | $232.0K | 0.01% | +601+31.6% | Added |
| Lansing Street Advisors | 2,484 | $230.2K | 0.06% | 00.0% | Unchanged |
| Maridea Wealth Management LLC | 2,440 | $226.2K | 0.03% | +2,440 | New |
| Traynor Capital Management, Inc. | 2,524 | $225.4K | 0.01% | −51−2.0% | Reduced |
| Stonebrook Private Inc. | 2,430 | $225.2K | 0.05% | −1,095−31.1% | Reduced |
| Endeavor Private Wealth, Inc. | 2,428 | $225.1K | 0.06% | −773−24.1% | Reduced |
| Princeton Global Asset Management LLC | 2,420 | $224.3K | 0.04% | +2,420 | New |
| Allen Capital Group, LLC | 2,395 | $222.0K | 0.02% | 00.0% | Unchanged |
| Foguth Wealth Management, LLC. | 2,453 | $220.6K | 0.03% | −442−15.3% | Reduced |
| Perigon Wealth Management, LLC | 2,379 | $220.5K | 0.00% | −2,198−48.0% | Reduced |
| Bluesphere Advisors, LLC | 2,374 | $220.0K | 0.08% | −172−6.8% | Reduced |
| Stone Point Wealth LLC | 2,374 | $220.0K | 0.06% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 2,368 | $219.5K | 0.04% | +2,368 | New |
| Wealthgarden F.S. LLC | 2,366 | $219.3K | 0.15% | −1,322−35.8% | Reduced |
| Impact Partnership Wealth, LLC | 2,360 | $218.7K | 0.03% | −630−21.1% | Reduced |
| Range Financial Group LLC | 2,327 | $215.7K | 0.07% | −3,018−56.5% | Reduced |
| Elevation Wealth Management LLC | 2,319 | $214.9K | 0.20% | −302−11.5% | Reduced |
| Invested Advisors | 2,309 | $214.0K | 0.22% | −62−2.6% | Reduced |
| D'Orazio & Associates, Inc. | 2,290 | $212.3K | 0.03% | +2,290 | New |
| Laurel Oak Wealth Management, LLC | 2,288 | $212.1K | 0.04% | −1,663−42.1% | Reduced |
| Financial Engines Advisors L.L.C. | 2,285 | $211.8K | 0.00% | +2,285 | New |
| Charter Trust Co | 2,269 | $210.3K | 0.01% | +2,269 | New |
| Kavar Capital Partners Group, LLC | 2,265 | $209.9K | 0.03% | +2,265 | New |
| Oasis Advisors, LLC | 2,261 | $209.6K | 0.04% | +2,261 | New |
| Ritholtz Wealth Management | 2,250 | $208.6K | 0.00% | +2,250 | New |
| Northern Trust Corp | 2,222 | $206.0K | 0.00% | +2,222 | New |
| SFG Wealth Management, LLC. | 2,215 | $205.3K | 0.08% | +2,215 | New |
| Compass Financial Services Inc | 2,214 | $205.2K | 0.09% | +1,829+475.1% | Added |
| Bridges Investment Management Inc | 2,207 | $204.6K | 0.00% | +2,207 | New |
| Community Bank, N.A. | 2,195 | $203.4K | 0.02% | −340−13.4% | Reduced |
| Dorsey & Whitney Trust CO LLC | 2,184 | $202.4K | 0.01% | +2,184 | New |
| Excalibur Management Corp | 2,183 | $202.3K | 0.07% | +2,183 | New |
| Fisher Asset Management, LLC | 2,173 | $201.5K | 0.00% | −8,178−79.0% | Reduced |
| Blackston Financial Advisory Group, LLC | 2,163 | $200.5K | 0.13% | +2,163 | New |
| Shrier Wealth Management, LLC | 2,162 | $200.4K | 0.07% | −265−10.9% | Reduced |
| Rosenberg Matthew Hamilton | 2,162 | $200.4K | 0.04% | 00.0% | Unchanged |
| Key Financial Inc | 2,147 | $199.0K | 0.04% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 2,129 | $197.3K | 0.05% | −158−6.9% | Reduced |
| Bulwark Capital Corp | 2,039 | $189.0K | 0.12% | −648−24.1% | Reduced |
| Hickory Point Bank & Trust | 2,010 | $186.3K | 0.12% | −2,675−57.1% | Reduced |
| Loomis Sayles & Co L P | 2,010 | $186.3K | 0.00% | +2,010 | New |
| TD Capital Management LLC | 1,993 | $184.7K | 0.02% | 00.0% | Unchanged |
| BFSG, LLC | 1,877 | $174.0K | 0.02% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 1,791 | $166.0K | 0.12% | 00.0% | Unchanged |
| Gould Capital, LLC | 1,624 | $150.5K | 0.09% | +467+40.4% | Added |
| Atlantic Union Bankshares Corp | 1,437 | $133.2K | 0.00% | +198+16.0% | Added |
| Private Wealth Asset Management, LLC | 1,400 | $129.8K | 0.01% | 00.0% | Unchanged |
| Maseco LLP | 1,394 | $129.2K | 0.00% | +1,394 | New |
| Deane Retirement Strategies, Inc. | 1,367 | $126.7K | 0.05% | +1,037+314.2% | Added |
| FWL Investment Management, LLC | 1,331 | $123.4K | 0.03% | 00.0% | Unchanged |
| First Horizon Corp | 1,256 | $116.4K | 0.00% | −990−44.1% | Reduced |
| Geneos Wealth Management Inc. | 1,235 | $114.5K | 0.00% | −128−9.4% | Reduced |
| LGT Financial Advisors LLC | 1,227 | $113.7K | 0.58% | −396−24.4% | Reduced |
| Teachers Insurance & Annuity Association of America | 1,085 | $100.6K | 0.13% | +1,085 | New |
| Quadrant Capital Group LLC | 1,078 | $99.9K | 0.00% | +1,078 | New |