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 |
|---|---|---|---|---|---|
| Rothschild Investment LLC | 1,075 | $99.6K | 0.01% | +250+30.3% | Added |
| Glass Jacobson Investment Advisors llc | 1,065 | $98.7K | 0.03% | 00.0% | Unchanged |
| NBT Bank N A | 1,038 | $96.2K | 0.01% | +61+6.2% | Added |
| Tower Research Capital LLC (TRC) | 1,009 | $93.5K | 0.00% | +893+769.8% | Added |
| WestEnd Advisors, LLC | 943 | $87.4K | 0.00% | −1,320−58.3% | Reduced |
| Bank of New Hampshire | 928 | $86.0K | 0.02% | +928 | New |
| Root Financial Partners, LLC | 917 | $85.0K | 0.00% | +554+152.6% | Added |
| Evolution Wealth Management Inc. | 827 | $76.7K | 0.06% | −3−0.4% | Reduced |
| Signature Equity Partners, LLC | 792 | $73.4K | 0.04% | +705+810.3% | Added |
| Purpose Unlimited Inc. | 771 | $71.4K | 0.00% | +771 | New |
| MBM Wealth Consultants, LLC | 756 | $70.1K | 0.02% | +756 | New |
| National Bank of Canada | 690 | $63.8K | 0.00% | +690 | New |
| Sound Income Strategies, LLC | 655 | $61.8K | 0.00% | 00.0% | Unchanged |
| Abound Financial, LLC | 665 | $61.6K | 0.03% | −35,008−98.1% | Reduced |
| Beaird Harris Wealth Management, LLC | 662 | $61.4K | 0.00% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 648 | $60.1K | 0.03% | +648 | New |
| Barrett & Company, Inc. | 622 | $57.7K | 0.02% | −398−39.0% | Reduced |
| Abound Wealth Management | 601 | $55.7K | 0.01% | +601 | New |
| Wells Financial Advisors INC | 600 | $55.6K | 0.25% | −385−39.1% | Reduced |
| Atlantic Trust, LLC | 586 | $54.3K | 0.01% | 00.0% | Unchanged |
| Key Capital Management, INC | 584 | $54.1K | 0.04% | −498−46.0% | Reduced |
| IAG Wealth Partners, LLC | 582 | $53.9K | 0.01% | −411−41.4% | Reduced |
| Huntington National Bank | – | $53.9K | 0.00% | – | – |
| Colonial Trust Co | 552 | $51.2K | 0.01% | −28−4.8% | Reduced |
| Wealth Enhancement Trust Services, Inc. | 551 | $51.1K | 0.01% | −485−46.8% | Reduced |
| Bogart Wealth, LLC | 550 | $51.0K | 0.00% | −101−15.5% | Reduced |
| Delos Wealth Advisors, LLC | 546 | $50.6K | 0.03% | +546 | New |
| Evergreen Advisors, LLC | 534 | $49.5K | 0.01% | +534 | New |
| Financial Management Professionals, Inc. | 520 | $48.2K | 0.01% | 00.0% | Unchanged |
| GAMMA Investing LLC | 476 | $44.1K | 0.00% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 469 | $43.5K | 0.01% | −22,571−98.0% | Reduced |
| Kingdom Financial Group LLC. | 469 | $43.5K | 0.01% | −2,264−82.8% | Reduced |
| Financial Consulate, Inc | 450 | $41.7K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 449 | $41.6K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 404 | $37.4K | 0.01% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 365 | $33.8K | 0.01% | +95+35.2% | Added |
| TSFG, LLC | 340 | $32.0K | 0.00% | +340 | New |
| Godfrey Financial Associates, Inc. | 309 | $28.6K | 0.02% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 304 | $28.2K | 0.01% | +304 | New |
| HHM Wealth Advisors, LLC | 303 | $28.1K | 0.00% | +213+236.7% | Added |
| Hantz Financial Services, Inc. | 304 | $28.0K | 0.00% | +148+94.9% | Added |
| Mark Sheptoff Financial Planning, LLC | 294 | $26.5K | 0.01% | 00.0% | Unchanged |
| City Holding Co | 281 | $26.0K | 0.00% | +11+4.1% | Added |
| The PNC Financial Services Group, Inc. | 268 | $24.8K | 0.00% | +199+288.4% | Added |
| CVA Family Office, LLC | 265 | $24.6K | 0.00% | +265 | New |
| Groupe la Francaise | 300 | $24.1K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 252 | $23.4K | 0.00% | +252 | New |
| Bokf, NA | 250 | $23.2K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 236 | $21.9K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 235 | $21.8K | 0.00% | +200+571.4% | Added |
| Main Street Group, LTD | 227 | $21.0K | 0.01% | +227 | New |
| United Financial Planning Group LLC | 226 | $20.9K | 0.01% | +226 | New |
| Citigroup Inc | 222 | $20.6K | 0.00% | −102−31.5% | Reduced |
| Financial Perspectives, Inc | 217 | $20.1K | 0.01% | 00.0% | Unchanged |
| Consultiva Wealth Management, Corp. | 215 | $19.9K | 0.06% | +215 | New |
| Asset Dedication, LLC | 210 | $19.5K | 0.00% | +105+100.0% | Added |
| Highline Wealth Partners LLC | 200 | $18.5K | 0.00% | −535−72.8% | Reduced |
| Portus Wealth Advisors, LLC | 198 | $18.4K | 0.02% | +198 | New |
| Signaturefd, LLC | 166 | $15.4K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 155 | $14.4K | 0.00% | +155 | New |
| Colonial Trust Advisors | 150 | $13.9K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 150 | $13.9K | 0.00% | +150 | New |
| Bartlett & Co. Wealth Management LLC | 148 | $13.2K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 139 | $12.9K | 0.00% | −11−7.3% | Reduced |
| JPL Wealth Management, LLC | 126 | $11.7K | 0.00% | +126 | New |
| Prestige Wealth Management Group LLC | 109 | $10.1K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 108 | $10.0K | 0.00% | −1,915−94.7% | Reduced |
| Go Invest LLC | 105 | $9.72K | 0.00% | +77+275.0% | Added |
| Whittier Trust Co | 101 | $9.30K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 100 | $9.27K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 100 | $9.27K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 100 | $9.27K | 0.00% | +100 | New |
| Sunbelt Securities, Inc. | 98 | $9.08K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 88 | $8.16K | 0.00% | −111−55.8% | Reduced |
| Clarity Asset Management, Inc. | 81 | $7.50K | 0.00% | +36+80.0% | Added |
| Hazlett, Burt & Watson, Inc. | 70 | $7.00K | 0.00% | +70 | New |
| Minot DeBlois Advisors LLC | 75 | $6.95K | 0.01% | −75−50.0% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 73 | $6.77K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 72 | $6.67K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 72 | $6.67K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 70 | $6.49K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 64 | $5.93K | 0.00% | +36+128.6% | Added |
| Valued Wealth Advisors LLC | 61 | $5.66K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 61 | $5.65K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 60 | $5.56K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 55 | $5.10K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 51 | $4.73K | 0.00% | +28+121.7% | Added |
| Atlantic Edge Private Wealth Management, LLC | 50 | $4.63K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 44 | $4.08K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 49 | $4.00K | 0.00% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 41 | $3.80K | 0.00% | +13+46.4% | Added |
| Aspect Partners, LLC | 40 | $3.71K | 0.00% | +20+100.0% | Added |
| Cherry Tree Wealth Management, LLC | 38 | $3.52K | 0.00% | +38 | New |
| DHJJ Financial Advisors, Ltd. | 36 | $3.34K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 34 | $3.15K | 0.00% | +34 | New |
| Webster Bank, N. A. | 32 | $2.97K | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 27 | $2.50K | 0.00% | +27 | New |
| Nemes Rush Group LLC | 25 | $2.32K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 20 | $2.00K | 0.00% | +3+17.6% | Added |
| Networth Advisors, LLC | 21 | $1.95K | 0.00% | −366−94.6% | Reduced |