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 |
|---|---|---|---|---|---|
| Ronald Blue Trust, Inc. | 532 | $42.3K | 0.00% | +532 | New |
| Wealth Enhancement Trust Services, Inc. | 544 | $43.2K | 0.00% | −7−1.3% | Reduced |
| Delos Wealth Advisors, LLC | 546 | $43.4K | 0.02% | 00.0% | Unchanged |
| Colonial Trust Co | 552 | $43.8K | 0.01% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 582 | $46.2K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 586 | $46.5K | 0.00% | −7,104−92.4% | Reduced |
| Wells Financial Advisors INC | 600 | $47.7K | 0.44% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 622 | $49.4K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 630 | $50.0K | 0.01% | +327+107.9% | Added |
| First National Bank | 646 | $51.3K | 0.02% | +646 | New |
| Abound Financial, LLC | 651 | $51.7K | 0.02% | −14−2.1% | Reduced |
| Atlantic Trust, LLC | 656 | $52.1K | 0.01% | +70+11.9% | Added |
| Beaird Harris Wealth Management, LLC | 662 | $52.6K | 0.00% | 00.0% | Unchanged |
| Compass Financial Management LLC | 655 | $52.6K | 0.01% | +655 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 691 | $54.9K | 0.02% | +691 | New |
| Glass Jacobson Investment Advisors llc | 712 | $56.5K | 0.02% | −353−33.1% | Reduced |
| Allied Private Wealth LLC | 739 | $59.6K | 0.04% | +739 | New |
| Evolution Wealth Management Inc. | 827 | $65.7K | 0.04% | 00.0% | Unchanged |
| Fiduciary Advisors, Inc. | 844 | $67.0K | 0.05% | +844 | New |
| Sfam, LLC | 931 | $73.9K | 0.06% | +931 | New |
| Country Trust Bank | 966 | $76.7K | 0.00% | +966 | New |
| Lloyd Advisory Services, LLC. | 981 | $77.9K | 0.03% | +512+109.2% | Added |
| NBT Bank N A | 1,025 | $81.4K | 0.01% | −13−1.3% | Reduced |
| Rothschild Investment LLC | 1,075 | $85.4K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 1,084 | $86.1K | 0.01% | +1,084 | New |
| Teachers Insurance & Annuity Association of America | 1,085 | $86.2K | 0.10% | 00.0% | Unchanged |
| Key Capital Management, INC | 1,098 | $87.2K | 0.04% | +514+88.0% | Added |
| Atlantic Union Bankshares Corp | 1,099 | $87.3K | 0.00% | −338−23.5% | Reduced |
| WestEnd Advisors, LLC | 1,114 | $88.5K | 0.00% | +171+18.1% | Added |
| Tower Research Capital LLC (TRC) | 1,127 | $89.5K | 0.00% | +118+11.7% | Added |
| FWL Investment Management, LLC | 1,181 | $93.8K | 0.02% | −150−11.3% | Reduced |
| LGT Financial Advisors LLC | 1,227 | $97.4K | 0.52% | 00.0% | Unchanged |
| First Horizon Corp | 1,256 | $99.8K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 1,263 | $100.3K | 0.00% | +1,263 | New |
| Gould Capital, LLC | 1,285 | $102.1K | 0.06% | −339−20.9% | Reduced |
| Deane Retirement Strategies, Inc. | 1,309 | $104.0K | 0.04% | −58−4.2% | Reduced |
| Private Wealth Asset Management, LLC | 1,400 | $111.2K | 0.01% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 1,425 | $113.2K | 0.05% | +633+79.9% | Added |
| Crewe Advisors LLC | 1,465 | $116.4K | 0.01% | +1,465 | New |
| Geneos Wealth Management Inc. | 1,508 | $119.8K | 0.00% | +273+22.1% | Added |
| Hickory Point Bank & Trust | 1,760 | $139.8K | 0.08% | −250−12.4% | Reduced |
| Piscataqua Savings Bank | 1,791 | $142.2K | 0.10% | 00.0% | Unchanged |
| BFSG, LLC | 1,877 | $149.1K | 0.01% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 2,032 | $161.4K | 0.03% | −411,895−99.5% | Reduced |
| Maseco LLP | 2,040 | $162.0K | 0.00% | +646+46.3% | Added |
| Rosenberg Matthew Hamilton | 2,162 | $171.7K | 0.03% | 00.0% | Unchanged |
| Community Bank, N.A. | 2,195 | $174.3K | 0.02% | 00.0% | Unchanged |
| Bank of New Hampshire | 2,394 | $190.1K | 0.04% | +1,466+158.0% | Added |
| Bulwark Capital Corp | 2,411 | $191.5K | 0.11% | +372+18.2% | Added |
| Strathmore Capital Advisors, Inc. | 2,477 | $200.2K | 0.05% | −480−16.2% | Reduced |
| Elevated Capital Advisors, LLC | 2,528 | $200.8K | 0.06% | +399+18.7% | Added |
| Hofer & Associates. Inc | 2,541 | $201.8K | 0.10% | 00.0% | Unchanged |
| Kaizen Financial Strategies | 2,538 | $202.8K | 0.08% | +2,538 | New |
| Maridea Wealth Management LLC | 2,591 | $205.8K | 0.02% | +151+6.2% | Added |
| Redwood Park Advisors LLC | 2,592 | $205.9K | 0.15% | +6+0.2% | Added |
| Nicholas Hoffman & Company, LLC. | 2,595 | $206.1K | 0.00% | −28−1.1% | Reduced |
| Richardson Financial Services Inc. | 2,619 | $207.9K | 0.12% | −26−1.0% | Reduced |
| Redhawk Wealth Advisors, Inc. | 2,650 | $210.5K | 0.02% | 00.0% | Unchanged |
| Soundwatch Capital LLC | 2,667 | $211.8K | 0.02% | 00.0% | Unchanged |
| Birch Capital Management, LLC | 2,678 | $212.7K | 0.10% | −62−2.3% | Reduced |
| Traynor Capital Management, Inc. | 2,680 | $212.8K | 0.01% | +156+6.2% | Added |
| Foundry Financial LLC | 2,694 | $213.9K | 0.07% | +2,694 | New |
| Stonebrook Private Inc. | 2,694 | $214.0K | 0.04% | +264+10.9% | Added |
| Peapack Gladstone Financial Corp | 2,712 | $215.0K | 0.00% | −52−1.9% | Reduced |
| Accurate Wealth Management, LLC | 2,654 | $215.7K | 0.02% | +2,654 | New |
| Briggs Wealth Management, Inc | 2,725 | $216.4K | 0.20% | 00.0% | Unchanged |
| Brian Low Financial Group, LLC | 2,728 | $216.7K | 0.13% | −40−1.4% | Reduced |
| Mason Investment Advisory Services, Inc. | 2,774 | $220.3K | 0.01% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 2,784 | $221.1K | 0.02% | −82,024−96.7% | Reduced |
| LFG Wealth Partners, LLC | 2,790 | $221.6K | 0.10% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 2,804 | $222.7K | 0.02% | +444+18.8% | Added |
| Federation des caisses Desjardins du Quebec | 2,859 | $227.1K | 0.00% | −7−0.2% | Reduced |
| TownSquare Capital, LLC | 2,859 | $227.1K | 0.04% | +2,859 | New |
| Marks Group Wealth Management, Inc | 2,860 | $227.1K | 0.02% | +211+8.0% | Added |
| Lansing Street Advisors | 2,870 | $227.9K | 0.05% | +386+15.5% | Added |
| International Private Wealth Advisors LLC | 2,872 | $228.1K | 0.12% | −244−7.8% | Reduced |
| Rodgers & Associates, LTD | 2,875 | $228.3K | 0.02% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 2,897 | $230.1K | 0.00% | +69+2.4% | Added |
| Richardson Capital Management LLC | 2,905 | $230.7K | 0.10% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 2,929 | $232.6K | 0.01% | −82−2.7% | Reduced |
| Keel Point, LLC | 2,942 | $233.7K | 0.01% | +216+7.9% | Added |
| Rialto Wealth Management, LLC | 2,960 | $235.1K | 0.05% | +2,960 | New |
| HCR Wealth Advisors | 2,964 | $235.4K | 0.02% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 2,965 | $235.5K | 0.03% | +545+22.5% | Added |
| Bouchey Financial Group Ltd | 2,980 | $236.7K | 0.02% | −130−4.2% | Reduced |
| Abacus Wealth Partners, LLC | 3,000 | $238.3K | 0.03% | 00.0% | Unchanged |
| Charter Trust Co | 3,005 | $238.7K | 0.01% | +736+32.4% | Added |
| Invested Advisors | 3,013 | $239.3K | 0.21% | +704+30.5% | Added |
| Indivisible Partners | 3,014 | $239.4K | 0.01% | −261−8.0% | Reduced |
| Berkshire Asset Management LLC | 3,021 | $239.9K | 0.01% | +3+0.1% | Added |
| Founders Financial Alliance, LLC | 3,032 | $240.8K | 0.03% | +3,032 | New |
| Strategic Wealth Partners, Ltd. | 3,045 | $241.8K | 0.01% | −40−1.3% | Reduced |
| Cypress Capital Group | 3,072 | $244.0K | 0.02% | 00.0% | Unchanged |
| Refined Wealth Management | 3,072 | $244.0K | 0.15% | 00.0% | Unchanged |
| MidFirst Bank | 3,082 | $244.8K | 0.02% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 3,094 | $245.7K | 0.02% | +15+0.5% | Added |
| Regions Financial Corp | 3,122 | $247.9K | 0.00% | −1,597−33.8% | Reduced |
| Flatrock Wealth Partners LLC | 3,137 | $249.1K | 0.10% | 00.0% | Unchanged |
| Camden Capital, LLC | 3,140 | $249.4K | 0.01% | +14+0.4% | Added |
| LaSalle St. Investment Advisors, LLC | 3,171 | $251.8K | 0.03% | +544+20.7% | Added |