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; 925 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
Q3 2026 data is still coming in: 686 institutions have reported holding GLDM so far. See Q3 2026
- Institutional holders
- 925
- +24 vs. Q1 2026
- Shares held
- 179.4M
- +18.2M (+11.3%) vs. Q1 2026
- Total value
- $14.3B
- −$627.0M (−4.2%) vs. Q1 2026
- New holders
- 107
- 407 more added
- Sold out
- 83
- 270 more reduced
14 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 | 925 | $14.3B |
| Q1 2026 | 915 | $15.1B |
| Q4 2025 | 878 | $13.9B |
| Q3 2025 | 757 | $11.7B |
| Q2 2025 | 705 | $9.15B |
| Q1 2025 | 621 | $8.05B |
| Q4 2024 | 542 | $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 | 320 | $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 |
|---|---|---|---|---|---|
| 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 |
| Manhattan West Asset Management, LLC | 5,310 | $421.7K | 0.07% | −1,003−15.9% | Reduced |
| WealthPLAN Partners, LLC | 5,345 | $424.5K | 0.08% | +485+10.0% | Added |
| Valeo Financial Advisors, LLC | 5,348 | $424.7K | 0.01% | −479−8.2% | Reduced |
| Beacon Capital Management, LLC | 5,356 | $425.4K | 0.06% | +5,356 | New |
| GWN Securities Inc. | 5,366 | $426.2K | 0.07% | +580+12.1% | Added |
| B.O.S.S. Retirement Advisors, LLC | 5,388 | $427.9K | 0.12% | +258+5.0% | Added |
| A4 Wealth Advisors LLC | 5,410 | $429.7K | 0.29% | −6,412−54.2% | Reduced |
| ShoreHaven Wealth Partners, LLC | 5,433 | $431.5K | 0.14% | 00.0% | Unchanged |
| Absolute Capital Management, LLC | 5,449 | $432.8K | 0.11% | +191+3.6% | Added |
| VisionPoint Advisory Group, LLC | 5,492 | $436.2K | 0.07% | +3,124+131.9% | Added |
| Etesian Wealth Advisors, Inc. | 5,501 | $436.9K | 0.13% | −118−2.1% | Reduced |
| HM Payson & Co | 5,511 | $437.7K | 0.01% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 5,539 | $439.9K | 0.12% | +1,957+54.6% | Added |
| Family CFO Inc | 5,543 | $440.2K | 0.17% | +859+18.3% | Added |
| Avidian Wealth Solutions, LLC | 5,563 | $441.8K | 0.01% | +617+12.5% | Added |
| Oceanside Advisors LLC | 5,673 | $450.6K | 0.23% | +146+2.6% | Added |
| Roman Butler Fullerton & Co | 5,750 | $455.2K | 0.11% | +2,256+64.6% | Added |
| Bartlett & Co. Wealth Management LLC | 5,768 | $458.1K | 0.01% | +5,620+3,797.3% | Added |
| Souders Financial Advisors | 5,860 | $465.4K | 0.05% | −150−2.5% | Reduced |
| Bauman Advisory Group, LLC | 5,878 | $466.8K | 0.25% | −10−0.2% | Reduced |
| Anchor Investment Management, LLC | 5,899 | $468.5K | 0.04% | 00.0% | Unchanged |
| Integrity Advisory Solutions, LLC | 5,905 | $469.0K | 0.05% | −2,180−27.0% | Reduced |
| Millstone Evans Group, LLC | 5,976 | $474.6K | 0.26% | −1,523−20.3% | Reduced |
| Coppell Advisory Solutions LLC | 3,788 | $477.8K | 0.14% | +3,788 | New |
| Norden Group LLC | 6,020 | $478.1K | 0.04% | −154−2.5% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 6,030 | $478.9K | 0.13% | +1,880+45.3% | Added |
| Verus Capital Partners, LLC | 6,097 | $484.2K | 0.03% | +1,951+47.1% | Added |
| Sound View Wealth Advisors Group, LLC | 6,105 | $484.9K | 0.03% | 00.0% | Unchanged |
| Global View Capital Management LLC | 6,107 | $485.0K | 0.10% | −379−5.8% | Reduced |
| Annex Advisory Services, LLC | 6,126 | $486.5K | 0.01% | −220−3.5% | Reduced |
| Weil Company, Inc. | 6,248 | $496.2K | 0.09% | 00.0% | Unchanged |
| King Wealth | 6,258 | $497.0K | 0.05% | −43−0.7% | Reduced |
| Estate Planners Group, LLC | 6,291 | $499.7K | 0.23% | +2,675+74.0% | Added |
| WealthPoint Financial, LLC | 6,315 | $501.5K | 0.37% | +1,063+20.2% | Added |
| Selective Wealth Management, Inc. | 6,328 | $502.8K | 0.13% | 00.0% | Unchanged |
| Decker Wealth Management LLC | 6,335 | $503.1K | 0.11% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 6,371 | $506.0K | 0.00% | +1,597+33.5% | Added |
| Washington Trust Co | 6,459 | $513.0K | 0.02% | +616+10.5% | Added |
| Arwa LLC | 6,532 | $514.2K | 0.21% | +1,751+36.6% | Added |
| SMI Advisory Services, LLC | 6,261 | $515.9K | 0.08% | +6,261 | New |
| Tactive Advisors, LLC | 6,506 | $516.7K | 0.13% | +319+5.2% | Added |
| International Assets Investment Management, LLC | 6,497 | $519.2K | 0.03% | −108−1.6% | Reduced |
| Miller Global Investments, LLC | 6,594 | $523.7K | 0.43% | 00.0% | Unchanged |
| Cassilly Financial Group LLC | 6,602 | $524.3K | 0.38% | −6,345−49.0% | Reduced |
| TCG Advisory Services, LLC | 6,603 | $524.4K | 0.01% | −158−2.3% | Reduced |
| Tempus Wealth Planning, LLC | 6,609 | $524.9K | 0.10% | +160+2.5% | Added |
| Total Investment Management Inc | 6,556 | $525.4K | 0.06% | 00.0% | Unchanged |
| Titleist Asset Management, LLC | 6,631 | $526.6K | 0.04% | +1,548+30.5% | Added |
| HB Wealth Management, LLC | 6,644 | $527.7K | 0.00% | +1,685+34.0% | Added |
| Eldridge Investment Advisors, Inc. | 6,662 | $529.1K | 0.10% | +10+0.2% | Added |
| Burke & Herbert Bank & Trust Co | 6,769 | $537.6K | 0.13% | +3,797+127.8% | Added |
| Pathstone Holdings, LLC | 6,815 | $541.2K | 0.00% | +4,072+148.5% | Added |
| StoneX Group Inc. | 6,565 | $541.3K | 0.02% | +6,565 | New |
| Garde Capital, Inc. | 6,823 | $541.9K | 0.02% | 00.0% | Unchanged |
| Spectrum Planning & Advisory Services Inc. | 6,888 | $547.0K | 0.24% | −30.0% | Reduced |
| Marshall & Sterling Wealth Advisors Inc. | 6,895 | $547.6K | 0.32% | −278−3.9% | Reduced |
| Brindle & Bay Financial Advisors, LLC | 6,947 | $551.7K | 0.28% | −120,162−94.5% | Reduced |
| Curtis Wealth Management LLC | 7,114 | $565.0K | 0.48% | +141+2.0% | Added |
| Private Trust Co NA | 7,167 | $569.2K | 0.05% | +419+6.2% | Added |
| Intrua Financial, LLC | 7,257 | $576.4K | 0.05% | −4−0.1% | Reduced |
| Insigneo Advisory Services, LLC | 7,319 | $581.3K | 0.02% | −1,659−18.5% | Reduced |
| Arcus Capital Partners, LLC | 7,414 | $588.8K | 0.24% | −48,193−86.7% | Reduced |
| Pensionmark Financial Group, LLC | 6,381 | $591.5K | 0.01% | −1,841−22.4% | Reduced |
| Prosperity Consulting Group, LLC | 7,467 | $593.0K | 0.02% | +409+5.8% | Added |
| Citigroup Inc | 7,490 | $594.9K | 0.00% | +7,268+3,273.9% | Added |
| OMNI 360 Wealth, Inc. | 7,507 | $596.2K | 0.28% | +157+2.1% | Added |
| Smartleaf Asset Management LLC | 7,523 | $597.7K | 0.02% | 00.0% | Unchanged |
| Fermata Advisors, LLC | 7,581 | $602.1K | 0.12% | +5,073+202.3% | Added |
| Hamilton Capital, LLC | 7,591 | $602.9K | 0.03% | +371+5.1% | Added |
| Axxcess Wealth Management, LLC | 7,640 | $606.8K | 0.01% | +4,530+145.7% | Added |
| Atlas Legacy Advisors, LLC | 7,640 | $606.8K | 0.09% | +7,640 | New |
| Wedbush Securities Inc | 7,637 | $607.0K | 0.02% | −409−5.1% | Reduced |
| ArborFi Advisors, LLC | 7,660 | $608.4K | 0.44% | +1,182+18.2% | Added |
| Mather Group, LLC. | 7,780 | $617.9K | 0.01% | 00.0% | Unchanged |
| Redwood Investment Management, LLC | 7,813 | $621.0K | 0.06% | +1,200+18.1% | Added |
| GeoWealth Management, LLC | 7,833 | $622.1K | 0.02% | +7,833 | New |
| Appleton Partners Inc | 7,848 | $623.0K | 0.04% | +45+0.6% | Added |
| Mount Yale Investment Advisors, LLC | 7,886 | $626.3K | 0.01% | +7,886 | New |
| Auour Investments LLC | 8,053 | $639.6K | 0.18% | −4,962−38.1% | Reduced |
| Tower Bridge Advisors | 8,055 | $639.7K | 0.06% | +90+1.1% | Added |
| First National Trust Co | 8,066 | $640.6K | 0.02% | +3,687+84.2% | Added |
| Fiscal Wisdom Wealth Management, LLC | 8,143 | $646.7K | 0.55% | +1,053+14.9% | Added |
| Fundamentun, LLC | 8,171 | $648.9K | 0.02% | +9+0.1% | Added |
| Quest 10 Wealth Builders, Inc. | 8,174 | $649.2K | 0.50% | +74+0.9% | Added |
| Crews Bank & Trust | 8,215 | $652.4K | 0.09% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 8,271 | $656.9K | 0.02% | −40.0% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 8,319 | $660.7K | 0.07% | −6,505−43.9% | Reduced |
| Creative Financial Designs Inc | 8,365 | $664.3K | 0.03% | −886−9.6% | Reduced |
| HORAN Wealth, LLC | 8,400 | $667.2K | 0.08% | −385−4.4% | Reduced |
| Denver Wealth Management, Inc. | 8,421 | $668.8K | 0.19% | 00.0% | Unchanged |
| Alesco Advisors LLC | 8,470 | $672.7K | 0.02% | 00.0% | Unchanged |
| Theory Financial LLC | 8,470 | $672.7K | 0.21% | +1,566+22.7% | Added |
| HSBC Holdings PLC | 8,547 | $678.8K | 0.00% | 00.0% | Unchanged |
| Matrix Trust Co | 8,658 | $688.0K | 0.10% | +621+7.7% | Added |
| Proficio Capital Partners LLC | 8,685 | $689.8K | 0.02% | 00.0% | Unchanged |
| Independent Wealth Network Inc. | 8,722 | $692.7K | 0.18% | +1,849+26.9% | Added |
| M1 Capital Management LLC | 8,750 | $695.0K | 0.26% | −10,223−53.9% | Reduced |