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, Q2 2026
Institutional positions in World Gold Trust as of Jun 30, 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
- 922
- +25 vs. Q1 2026
- Shares held
- 179.7M
- +18.5M (+11.4%) vs. Q1 2026
- Total value
- $14.3B
- −$607.2M (−4.1%) vs. Q1 2026
- New holders
- 108
- 406 more added
- Sold out
- 83
- 268 more reduced
16 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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 | 878 | $13.9B |
| Q3 2025 | 754 | $11.8B |
| Q2 2025 | 702 | $9.26B |
| Q1 2025 | 618 | $8.05B |
| Q4 2024 | 541 | $5.85B |
| Q3 2024 | 465 | $5.95B |
| Q2 2024 | 406 | $4.21B |
| Q1 2024 | 375 | $4.84B |
| Q4 2023 | 374 | $4.09B |
| Q3 2023 | 345 | $3.52B |
| Q2 2023 | 334 | $4.12B |
| Q1 2023 | 319 | $3.95B |
| Q4 2022 | 275 | $3.67B |
| Q3 2022 | 255 | $2.88B |
| Q2 2022 | 274 | $3.11B |
| Q1 2022 | 240 | $2.55B |
| Q4 2021 | 258 | $2.86B |
| Q3 2021 | 235 | $2.75B |
| Q2 2021 | 239 | $2.81B |
| Q1 2021 | 227 | $2.69B |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding World Gold Trust; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| TD Private Client Wealth LLC | 0 | $7 | 0.00% | 0 | Unchanged |
| Cordant, Inc. | 1 | $71 | 0.00% | +1 | New |
| Russell Investments Group, Ltd. | 1 | $79 | 0.00% | 00.0% | Unchanged |
| Toews Corp | 3 | $238 | 0.00% | +3 | New |
| Eukles Asset Management | 4 | $318 | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 4 | $318 | 0.00% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 6 | $464 | 0.00% | +6 | New |
| Graney & King, LLC | 9 | $715 | 0.00% | 00.0% | Unchanged |
| Ravenstone Capital Management Inc. | 9 | $715 | 0.00% | +9 | New |
| Birchbrook, Inc. | 12 | $954 | 0.00% | +12 | New |
| Avion Wealth | 17 | $1.00K | 0.00% | +10+142.9% | Added |
| MTM Investment Management, LLC | 17 | $1.35K | 0.00% | +17 | New |
| Gables Capital Management Inc. | 20 | $1.59K | 0.00% | +20 | New |
| Markowski Investments | 20 | $1.59K | 0.00% | +20 | New |
| AdvisorNet Financial, Inc | 21 | $1.67K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 25 | $1.99K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| Networth Advisors, LLC | 26 | $2.06K | 0.00% | +5+23.8% | Added |
| Darwin Advisors, LLC | 27 | $2.14K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 32 | $2.54K | 0.00% | 00.0% | Unchanged |
| Minot DeBlois Advisors LLC | 35 | $2.78K | 0.00% | −40−53.3% | Reduced |
| Brown, Lisle/Cummings, Inc. | 36 | $2.86K | 0.00% | −15−29.4% | Reduced |
| Motco | 36 | $2.86K | 0.00% | +36 | New |
| DHJJ Financial Advisors, Ltd. | 36 | $2.86K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 49 | $3.00K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 38 | $3.02K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 41 | $3.26K | 0.00% | +21+105.0% | Added |
| Godfrey Financial Associates, Inc. | 42 | $3.34K | 0.00% | −267−86.4% | Reduced |
| LifeSteps Financial, Inc. | 42 | $3.34K | 0.00% | +42 | New |
| American Capital Advisory, LLC | 44 | $3.50K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 47 | $3.73K | 0.00% | −554−92.2% | Reduced |
| Clean Yield Group | 47 | $3.73K | 0.00% | +47 | New |
| Atlantic Edge Private Wealth Management, LLC | 50 | $3.97K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 50 | $3.97K | 0.00% | +10+25.0% | Added |
| Rossby Financial, LCC | 51 | $4.05K | 0.00% | −4,763−98.9% | Reduced |
| Toth Financial Advisory Corp | 55 | $4.37K | 0.00% | 00.0% | Unchanged |
| Montgomery Financial Services LLC | 57 | $4.53K | 0.00% | +57 | New |
| Hillsdale Investment Management Inc. | 57 | $4.53K | 0.00% | +16+39.0% | Added |
| Purpose Unlimited Inc. | 58 | $4.68K | 0.00% | −713−92.5% | Reduced |
| Chilton Capital Management LLC | 59 | $4.69K | 0.00% | +54+1,080.0% | Added |
| Signature Resources Capital Management, LLC | 60 | $4.76K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 61 | $4.84K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 70 | $5.56K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 72 | $5.72K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 72 | $5.72K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 73 | $5.80K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 73 | $5.80K | 0.00% | +73 | New |
| Hazlett, Burt & Watson, Inc. | 70 | $6.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 88 | $6.99K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 100 | $7.94K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 100 | $7.94K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 101 | $8.32K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 108 | $8.58K | 0.00% | +44+68.8% | Added |
| Prestige Wealth Management Group LLC | 109 | $8.66K | 0.00% | 00.0% | Unchanged |
| Community Financial Services Group, LLC | 110 | $8.79K | 0.00% | +110 | New |
| JPL Wealth Management, LLC | 126 | $10.0K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 139 | $11.0K | 0.00% | 00.0% | Unchanged |
| Tower Trust & Investment Co | 139 | $11.0K | 0.01% | +139 | New |
| Zions Bancorporation, National Association | 150 | $11.9K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 150 | $11.9K | 0.00% | 00.0% | Unchanged |
| Vanguard Advisers Inc | 152 | $12.1K | 0.00% | +152 | New |
| Signaturefd, LLC | 160 | $12.7K | 0.00% | −6−3.6% | Reduced |
| Cape Investment Advisory, Inc. | 163 | $12.9K | 0.00% | +163 | New |
| Luminist Capital LLC | 188 | $15.9K | 0.02% | +188 | New |
| Asset Dedication, LLC | 210 | $16.7K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 194 | $16.8K | 0.00% | +194 | New |
| Financial Perspectives, Inc | 217 | $17.2K | 0.00% | 00.0% | Unchanged |
| Tounjian Advisory Partners, LLC | 218 | $17.3K | 0.01% | +218 | New |
| Main Street Group, LTD | 227 | $18.0K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 230 | $18.3K | 0.00% | +30+15.0% | Added |
| Commonwealth Retirement Investments LLC | 232 | $18.4K | 0.01% | +232 | New |
| Bryn Mawr Trust Co | 236 | $18.7K | 0.00% | 00.0% | Unchanged |
| United Financial Planning Group LLC | 246 | $19.5K | 0.01% | +20+8.8% | Added |
| Golden State Wealth Management, LLC | 250 | $19.9K | 0.00% | +250 | New |
| Salem Investment Counselors Inc | 252 | $20.0K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 255 | $20.3K | 0.00% | +147+136.1% | Added |
| Go Invest LLC | 262 | $20.8K | 0.00% | +157+149.5% | Added |
| CVA Family Office, LLC | 265 | $21.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 268 | $21.3K | 0.00% | 00.0% | Unchanged |
| Groupe la Francaise | 300 | $21.4K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 283 | $22.0K | 0.00% | −21−6.9% | Reduced |
| City Holding Co | 281 | $22.3K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 289 | $23.0K | 0.00% | +39+15.6% | Added |
| Mark Sheptoff Financial Planning, LLC | 294 | $23.4K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | – | $24.6K | 0.00% | – | – |
| Pacifica Partners Inc. | 314 | $25.6K | 0.01% | +10+3.3% | Added |
| TSFG, LLC | 340 | $27.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 351 | $27.9K | 0.00% | −4,402−92.6% | Reduced |
| Consultiva Wealth Management, Corp. | 380 | $30.2K | 0.07% | +165+76.7% | Added |
| Keating Financial Advisory Services, Inc. | 382 | $30.3K | 0.00% | +17+4.7% | Added |
| Groesbeck Investment Management Corp | 396 | $31.0K | 0.05% | +396 | New |
| Bogart Wealth, LLC | 414 | $32.9K | 0.00% | −136−24.7% | Reduced |
| Plante Moran Financial Advisors, LLC | 449 | $35.7K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 450 | $35.7K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 450 | $35.7K | 0.01% | +46+11.4% | Added |
| West Paces Advisors Inc. | 452 | $35.9K | 0.01% | +452 | New |
| Kingdom Financial Group LLC. | 454 | $36.1K | 0.01% | −15−3.2% | Reduced |
| Archer Investment Corp | 470 | $37.3K | 0.00% | +235+100.0% | Added |
| GAMMA Investing LLC | 476 | $37.8K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 520 | $41.3K | 0.00% | 00.0% | Unchanged |