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 |
|---|---|---|---|---|---|
| Loomis Sayles & Co L P | 3,214 | $255.3K | 0.00% | +1,204+59.9% | Added |
| OxenFree Capital LLC | 3,157 | $257.0K | 0.12% | +332+11.8% | Added |
| Essential Partners LLC | 3,245 | $257.7K | 0.12% | 00.0% | Unchanged |
| Libra Wealth LLC | 3,331 | $264.5K | 0.07% | +3,331 | New |
| Walser Wealth Management Company, A Ltd Liability Co | 3,341 | $265.3K | 0.11% | +3,341 | New |
| Stock Yards Bank & Trust Co | 3,359 | $266.8K | 0.01% | +3,359 | New |
| RDA Financial Network | 3,373 | $267.9K | 0.06% | +801+31.1% | Added |
| Key Financial Inc | 3,377 | $268.2K | 0.04% | +1,230+57.3% | Added |
| Tranquility Partners, LLC | 3,383 | $268.7K | 0.09% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 3,386 | $268.9K | 0.05% | +60+1.8% | Added |
| Painted Porch Advisors LLC | 3,415 | $271.2K | 0.12% | +294+9.4% | Added |
| Envestnet Portfolio Solutions, Inc. | 3,418 | $271.5K | 0.00% | −35,936−91.3% | Reduced |
| EverSource Wealth Advisors, LLC | 3,427 | $272.2K | 0.01% | +924+36.9% | Added |
| Inspire Advisors, LLC | 3,423 | $272.8K | 0.02% | −679−16.6% | Reduced |
| Steel Peak Wealth Management LLC | 3,445 | $273.6K | 0.01% | +526+18.0% | Added |
| Brookwood Investment Group LLC | 3,448 | $273.8K | 0.03% | −90−2.5% | Reduced |
| National Wealth Management Group, LLC | 3,448 | $273.8K | 0.08% | −20−0.6% | Reduced |
| Sutton Place Investors LLC | 3,478 | $276.2K | 0.13% | −123−3.4% | Reduced |
| Clear Point Advisors Inc. | 3,549 | $281.9K | 0.25% | +3,549 | New |
| Carnegie Capital Asset Management, LLC | 3,550 | $281.9K | 0.01% | 00.0% | Unchanged |
| Armstrong, Fleming & Moore, Inc | 3,560 | $282.7K | 0.09% | 00.0% | Unchanged |
| Flynn Zito Capital Management, LLC | 3,566 | $283.2K | 0.08% | +3,566 | New |
| Oppenheimer & Co Inc | 3,573 | $283.8K | 0.00% | −15,785−81.5% | Reduced |
| Quantum Financial Partners LLC | 3,587 | $284.9K | 0.15% | +3,587 | New |
| Virtue Capital Management, LLC | 3,610 | $286.7K | 0.04% | −9−0.2% | Reduced |
| Barnett & Company, Inc. | 3,625 | $287.9K | 0.21% | +49+1.4% | Added |
| Range Financial Group LLC | 3,628 | $288.1K | 0.08% | +1,301+55.9% | Added |
| Ignite Planners, LLC | 3,618 | $289.1K | 0.04% | +3,618 | New |
| Blue Water Asset Management | 3,694 | $293.4K | 0.09% | −42−1.1% | Reduced |
| MKT Advisors LLC | 3,614 | $294.2K | 0.09% | −3,644−50.2% | Reduced |
| Washington Trust Advisors, Inc. | 3,733 | $296.5K | 0.02% | +785+26.6% | Added |
| Woodmont Investment Counsel LLC | 3,778 | $300.0K | 0.02% | +3,778 | New |
| LongView Wealth Management | 3,800 | $301.8K | 0.08% | +66+1.8% | Added |
| WealthTrak Capital Management LLC | 3,806 | $302.3K | 0.20% | +676+21.6% | Added |
| Invera Wealth Advisors, LLC | 3,840 | $305.0K | 0.16% | +267+7.5% | Added |
| Clifford Group, LLC | 3,885 | $308.5K | 0.21% | +259+7.1% | Added |
| Entruity Wealth, LLC | 3,900 | $309.7K | 0.20% | 00.0% | Unchanged |
| XTX Topco Ltd | 3,912 | $310.7K | 0.00% | +883+29.2% | Added |
| Angeles Wealth Management, LLC | 3,946 | $313.4K | 0.01% | 00.0% | Unchanged |
| Paragon Advisors, LLC | 3,956 | $314.2K | 0.07% | −77−1.9% | Reduced |
| Genesis Private Wealth, LLC | 3,969 | $315.2K | 0.09% | +508+14.7% | Added |
| Gen-Wealth Partners Inc | 3,980 | $316.1K | 0.09% | +711+21.7% | Added |
| Bell Investment Advisors, Inc | 3,985 | $316.5K | 0.05% | 00.0% | Unchanged |
| Northstar Advisory Group, LLC | 3,991 | $317.0K | 0.10% | +3,991 | New |
| WealthBridge Capital Management, LLC | 3,996 | $317.4K | 0.06% | +1,049+35.6% | Added |
| Boston Private Wealth LLC | 4,010 | $318.5K | 0.02% | 00.0% | Unchanged |
| Sowell Financial Services LLC | 4,026 | $319.7K | 0.01% | −76−1.9% | Reduced |
| Ascension Capital Advisors, Inc. | 4,032 | $320.2K | 0.09% | +4,032 | New |
| Asempa Wealth Advisors | 4,035 | $320.5K | 0.24% | −366−8.3% | Reduced |
| Livet Wealth, LLC | 4,040 | $320.9K | 0.19% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 4,041 | $321.0K | 0.02% | −1,799−30.8% | Reduced |
| Meeder Advisory Services, Inc. | 4,043 | $321.1K | 0.01% | +100+2.5% | Added |
| Parkside Financial Bank & Trust | 4,059 | $322.4K | 0.02% | +1,149+39.5% | Added |
| Guidance Point Advisors, LLC | 4,122 | $327.4K | 0.07% | 00.0% | Unchanged |
| Asset Allocation Strategies LLC | 4,126 | $327.7K | 0.05% | +1,016+32.7% | Added |
| Salomon & Ludwin, LLC | 4,139 | $330.8K | 0.03% | +1,618+64.2% | Added |
| O'Shaughnessy Asset Management, LLC | 4,189 | $332.7K | 0.00% | +4,189 | New |
| Meredith Wealth Planning | 4,197 | $333.3K | 0.08% | 00.0% | Unchanged |
| Greenleaf Trust | 4,204 | $333.9K | 0.00% | 00.0% | Unchanged |
| Mma Asset Management LLC | 4,213 | $334.6K | 0.11% | +300+7.7% | Added |
| Lee Financial Co | 4,220 | $335.2K | 0.04% | 00.0% | Unchanged |
| Aegis Wealth Management LLC | 4,335 | $344.3K | 0.16% | +890+25.8% | Added |
| Vermillion Wealth Management, Inc. | 4,370 | $347.1K | 0.08% | −572−11.6% | Reduced |
| Silverlake Wealth Management LLC | 4,391 | $348.7K | 0.07% | −642−12.8% | Reduced |
| Daymark Wealth Partners, LLC | 4,404 | $349.8K | 0.01% | −5,172−54.0% | Reduced |
| Tfo-TDC, LLC | 4,445 | $353.0K | 0.04% | +787+21.5% | Added |
| Michael B. Yongue | 4,448 | $353.3K | 0.25% | −5,209−53.9% | Reduced |
| Smith, Salley & Associates | 4,460 | $354.2K | 0.02% | +1,514+51.4% | Added |
| Noesis Capital Mangement Corp | 4,494 | $356.9K | 0.04% | −10.0% | Reduced |
| AlTi Global, Inc. | 4,518 | $358.8K | 0.01% | 00.0% | Unchanged |
| MBE Wealth Management, LLC | 4,547 | $361.1K | 0.13% | −1,471−24.4% | Reduced |
| WNY Asset Management, LLC | 4,581 | $363.8K | 0.03% | −19,608−81.1% | Reduced |
| LexAurum Advisors, LLC | 4,631 | $367.8K | 0.04% | −48−1.0% | Reduced |
| Hobbs Wealth Management, LLC | 4,657 | $369.9K | 0.31% | +313+7.2% | Added |
| Beacon Financial Advisory LLC | 4,658 | $369.9K | 0.07% | +163+3.6% | Added |
| Capstone Financial Advisors, Inc. | 4,664 | $370.4K | 0.02% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 4,666 | $370.6K | 0.01% | +817+21.2% | Added |
| Regal Investment Advisors LLC | 4,731 | $375.7K | 0.02% | +94+2.0% | Added |
| Capital Investment Advisory Services, LLC | 4,743 | $376.7K | 0.02% | +3+0.1% | Added |
| Crestwood Advisors Group LLC | 4,751 | $377.3K | 0.01% | −137−2.8% | Reduced |
| Focused Alpha, LLC | 4,814 | $382.3K | 0.10% | −4,682−49.3% | Reduced |
| Principal Securities, Inc. | 4,848 | $385.0K | 0.00% | −1,211−20.0% | Reduced |
| Centaurus Financial, Inc. | 4,926 | $391.0K | 0.02% | +2,262+84.9% | Added |
| BKA Wealth Consulting, Inc. | 4,931 | $391.6K | 0.27% | 00.0% | Unchanged |
| Gerber Kawasaki Wealth & Investment Management | 4,944 | $392.7K | 0.01% | −1,007−16.9% | Reduced |
| Range Advisory, LLC | 4,966 | $394.4K | 0.05% | −957−16.2% | Reduced |
| Flputnam Investment Management Co | 4,988 | $396.1K | 0.00% | −1,791−26.4% | Reduced |
| Fortis Capital Management LLC | 5,004 | $397.4K | 0.04% | −790−13.6% | Reduced |
| Aspiriant, LLC | 5,013 | $398.1K | 0.01% | +1,111+28.5% | Added |
| Financial Network Wealth Advisors LLC | 5,019 | $398.6K | 0.40% | +365+7.8% | Added |
| Hopwood Nicholas Hunter | 5,030 | $399.5K | 0.11% | −7,481−59.8% | Reduced |
| Ami Asset Management Corp | 5,069 | $402.6K | 0.02% | 00.0% | Unchanged |
| Financial Engines Advisors L.L.C. | 5,110 | $405.8K | 0.00% | +2,825+123.6% | Added |
| Total Clarity Wealth Management, Inc. | 5,127 | $407.2K | 0.08% | −420−7.6% | Reduced |
| Greenwich Wealth Management LLC | 5,164 | $410.0K | 0.01% | +201+4.0% | Added |
| LWM Advisory Services, LLC | 5,166 | $410.3K | 0.73% | −40,327−88.6% | Reduced |
| Thoroughbred Financial Services, LLC | 5,196 | $412.0K | 0.02% | +440+9.3% | Added |
| Clarity Capital Advisors, LLC | 5,197 | $412.7K | 0.17% | 00.0% | Unchanged |
| Equita Financial Network, Inc. | 5,212 | $413.9K | 0.11% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 5,257 | $417.5K | 0.02% | +344+7.0% | Added |