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
- 179.4M
- +18.1M (+11.3%) vs. Q1 2026
- Total value
- $14.3B
- −$631.3M (−4.2%) vs. Q1 2026
- New holders
- 108
- 404 more added
- Sold out
- 83
- 269 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 | 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, 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 |
|---|---|---|---|---|---|
| Mirae Asset Global ETFs Holdings Ltd. | 1,629,472 | $129.4M | 0.15% | −175,594−9.7% | Reduced |
| Prudential Financial Inc | 1,751,574 | $139.1M | 0.15% | +71,620+4.3% | Added |
| HighTower Advisors, LLC | 1,770,810 | $140.6M | 0.14% | +183,878+11.6% | Added |
| Stifel Financial Corp | 1,866,900 | $148.3M | 0.12% | +439,820+30.8% | Added |
| Public Employees Retirement System of Ohio | 1,985,600 | $157.7M | 0.46% | +469,000+30.9% | Added |
| Cerity Partners LLC | 2,003,763 | $159.1M | 0.19% | +736,302+58.1% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 2,108,788 | $167.5M | 1.16% | +505,278+31.5% | Added |
| Signature Estate & Investment Advisors LLC | 2,531,014 | $201.0M | 3.62% | +177,505+7.5% | Added |
| Ameriprise Financial Inc | 2,752,229 | $219.9M | 0.04% | +38,642+1.4% | Added |
| UBS Group AG | 3,215,193 | $255.4M | 0.04% | +143,119+4.7% | Added |
| Cassaday & Co Wealth Management LLC | 3,334,702 | $264.8M | 4.97% | +6,342+0.2% | Added |
| Arizona PSPRS Trust | 3,356,524 | $266.6M | 9.93% | +3,356,524 | New |
| LPL Financial LLC | 3,371,974 | $267.8M | 0.06% | +349,567+11.6% | Added |
| Resona Asset Management Co.,Ltd. | 3,708,700 | $294.7M | 1.38% | +472,400+14.6% | Added |
| State Street Corp | 3,992,972 | $317.1M | 0.01% | +499,040+14.3% | Added |
| Empower Advisory Group, LLC | 6,581,765 | $522.7M | 1.25% | +630,753+10.6% | Added |
| Bank of America Corp | 7,179,195 | $570.2M | 0.04% | +507,383+7.6% | Added |
| MAI Capital Management | 7,497,358 | $595.4M | 2.27% | +7,478,109+38,849.3% | Added |
| SBI Okasan Asset Management Co.Ltd. | 7,865,470 | $624.9M | 20.55% | +6,016,060+325.3% | Added |
| Morgan Stanley | 8,429,598 | $669.5M | 0.04% | −377,410−4.3% | Reduced |
| Wells Fargo & Company | 10,614,311 | $843.0M | 0.15% | +1,108,757+11.7% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 20,057,308 | $1.59B | 0.91% | +1,462,902+7.9% | Added |
| Evoke Wealth, LLC | 0 | $0 | 0.00% | −7,472,647−100.0% | Sold out |
| Private Advisor Group, LLC | 0 | $0 | 0.00% | −682,057−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −671,197−100.0% | Sold out |
| Main Street Research LLC | 0 | $0 | 0.00% | −469,451−100.0% | Sold out |
| Stratos Wealth Partners, LTD. | 0 | $0 | 0.00% | −225,615−100.0% | Sold out |
| E Fund Management Co., Ltd. | 0 | $0 | 0.00% | −144,525−100.0% | Sold out |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −84,600−100.0% | Sold out |
| Beaumont Financial Advisors, LLC | 0 | $0 | 0.00% | −77,062−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −71,086−100.0% | Sold out |
| Independent Advisor Alliance | 0 | $0 | 0.00% | −70,908−100.0% | Sold out |
| Ssi Investment Management LLC | 0 | $0 | 0.00% | −50,910−100.0% | Sold out |
| Allworth Financial LP | 0 | $0 | 0.00% | −27,066−100.0% | Sold out |
| Atria Investments LLC | 0 | $0 | 0.00% | −23,625−100.0% | Sold out |
| SeaCrest Wealth Management, LLC | 0 | $0 | 0.00% | −23,168−100.0% | Sold out |
| Kera Capital Partners, Inc. | 0 | $0 | 0.00% | −19,768−100.0% | Sold out |
| Robinson Value Management, Ltd. | 0 | $0 | 0.00% | −19,716−100.0% | Sold out |
| SVRN Asset Management, LLC | 0 | $0 | 0.00% | −11,947−100.0% | Sold out |
| Vantage Point Financial LLC | 0 | $0 | 0.00% | −9,714−100.0% | Sold out |
| Coastal Investment Advisors, Inc. | 0 | $0 | 0.00% | −7,542−100.0% | Sold out |
| Almanack Investment Partners, LLC. | 0 | $0 | 0.00% | −7,335−100.0% | Sold out |
| CMC Financial Group | 0 | $0 | 0.00% | −6,400−100.0% | Sold out |
| McAdam, LLC | 0 | $0 | 0.00% | −5,593−100.0% | Sold out |
| Novem Group | 0 | $0 | 0.00% | −4,581−100.0% | Sold out |
| Net Worth Advisory Group | 0 | $0 | 0.00% | −4,070−100.0% | Sold out |
| Balance Wealth, LLC | 0 | $0 | 0.00% | −3,904−100.0% | Sold out |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | $0 | 0.00% | −3,855−100.0% | Sold out |
| LeClair Wealth Partners LLC | 0 | $0 | 0.00% | −3,736−100.0% | Sold out |
| Astra Wealth Partners LLC | 0 | $0 | 0.00% | −3,673−100.0% | Sold out |
| Triad Wealth Partners, LLC | 0 | $0 | 0.00% | −3,530−100.0% | Sold out |
| Archer Investment Management, LLC | 0 | $0 | 0.00% | −3,500−100.0% | Sold out |
| Firethorn Wealth Partners, LLC | 0 | $0 | 0.00% | −3,435−100.0% | Sold out |
| Facet Wealth, Inc. | 0 | $0 | 0.00% | −3,014−100.0% | Sold out |
| Marino, Stram & Associates LLC | 0 | $0 | 0.00% | −2,965−100.0% | Sold out |
| Saxony Capital Management, LLC | 0 | $0 | 0.00% | −2,950−100.0% | Sold out |
| Iron Financial, LLC | 0 | $0 | 0.00% | −2,773−100.0% | Sold out |
| Beacon Financial Group | 0 | $0 | 0.00% | −2,733−100.0% | Sold out |
| Chicago Partners Investment Group LLC | 0 | $0 | 0.00% | −2,690−100.0% | Sold out |
| Advisory Alpha, LLC | 0 | $0 | 0.00% | −2,686−100.0% | Sold out |
| Maripau Wealth Management LLC | 0 | $0 | 0.00% | −2,709−100.0% | Sold out |
| Fortis Capital Advisors, LLC | 0 | $0 | 0.00% | −2,689−100.0% | Sold out |
| Financial & Tax Architects, LLC | 0 | $0 | 0.00% | −2,674−100.0% | Sold out |
| Freestone Capital Holdings, LLC | 0 | $0 | 0.00% | −2,670−100.0% | Sold out |
| Oregon Pacific Wealth Management, LLC | 0 | $0 | 0.00% | −2,662−100.0% | Sold out |
| Capital Squared Financial LLC | 0 | $0 | 0.00% | −2,655−100.0% | Sold out |
| Moneta Group Investment Advisors LLC | 0 | $0 | 0.00% | −2,651−100.0% | Sold out |
| Tobias Financial Advisors, Inc. | 0 | $0 | 0.00% | −2,520−100.0% | Sold out |
| Endeavor Private Wealth, Inc. | 0 | $0 | 0.00% | −2,428−100.0% | Sold out |
| Foguth Wealth Management, LLC. | 0 | $0 | 0.00% | −2,453−100.0% | Sold out |
| Perigon Wealth Management, LLC | 0 | $0 | 0.00% | −2,379−100.0% | Sold out |
| Bluesphere Advisors, LLC | 0 | $0 | 0.00% | −2,374−100.0% | Sold out |
| Stone Point Wealth LLC | 0 | $0 | 0.00% | −2,374−100.0% | Sold out |
| Wealthgarden F.S. LLC | 0 | $0 | 0.00% | −2,366−100.0% | Sold out |
| Elevation Wealth Management LLC | 0 | $0 | 0.00% | −2,319−100.0% | Sold out |
| D'Orazio & Associates, Inc. | 0 | $0 | 0.00% | −2,290−100.0% | Sold out |
| Laurel Oak Wealth Management, LLC | 0 | $0 | 0.00% | −2,288−100.0% | Sold out |
| Kavar Capital Partners Group, LLC | 0 | $0 | 0.00% | −2,265−100.0% | Sold out |
| Oasis Advisors, LLC | 0 | $0 | 0.00% | −2,261−100.0% | Sold out |
| Ritholtz Wealth Management | 0 | $0 | 0.00% | −2,250−100.0% | Sold out |
| Northern Trust Corp | 0 | $0 | 0.00% | −2,222−100.0% | Sold out |
| SFG Wealth Management, LLC. | 0 | $0 | 0.00% | −2,215−100.0% | Sold out |
| Compass Financial Services Inc | 0 | $0 | 0.00% | −2,214−100.0% | Sold out |
| Bridges Investment Management Inc | 0 | $0 | 0.00% | −2,207−100.0% | Sold out |
| Dorsey & Whitney Trust CO LLC | 0 | $0 | 0.00% | −2,184−100.0% | Sold out |
| Excalibur Management Corp | 0 | $0 | 0.00% | −2,183−100.0% | Sold out |
| Fisher Asset Management, LLC | 0 | $0 | 0.00% | −2,173−100.0% | Sold out |
| Blackston Financial Advisory Group, LLC | 0 | $0 | 0.00% | −2,163−100.0% | Sold out |
| Shrier Wealth Management, LLC | 0 | $0 | 0.00% | −2,162−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −1,078−100.0% | Sold out |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −917−100.0% | Sold out |
| MBM Wealth Consultants, LLC | 0 | $0 | 0.00% | −756−100.0% | Sold out |
| Sound Income Strategies, LLC | 0 | $0 | 0.00% | −655−100.0% | Sold out |
| Basepoint Wealth LLC | 0 | $0 | 0.00% | −648−100.0% | Sold out |
| Evergreen Advisors, LLC | 0 | $0 | 0.00% | −534−100.0% | Sold out |
| Portus Wealth Advisors, LLC | 0 | $0 | 0.00% | −198−100.0% | Sold out |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −155−100.0% | Sold out |
| Ameriflex Group, Inc. | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Clarity Asset Management, Inc. | 0 | $0 | 0.00% | −81−100.0% | Sold out |
| First Command Advisory Services, Inc. | 0 | $0 | 0.00% | −61−100.0% | Sold out |