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 | 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 |
|---|---|---|---|---|---|
| Lederer & Associates Investment Counsel | 8,881 | $705.0K | 0.46% | +8,881 | New |
| Shepherd Financial Partners LLC | 8,973 | $712.6K | 0.06% | −145−1.6% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 9,010 | $715.6K | 0.00% | +9,010 | New |
| Middleton & Co Inc | 9,151 | $726.8K | 0.08% | 00.0% | Unchanged |
| Oakmont Advisory Group, LLC | 9,193 | $730.1K | 0.61% | +466+5.3% | Added |
| Dynamic Advisor Solutions LLC | 9,227 | $732.8K | 0.02% | +927+11.2% | Added |
| Lifelong Wealth Advisors, Inc. | 9,241 | $733.9K | 0.17% | −9,193−49.9% | Reduced |
| BlackRock, Inc. | 9,248 | $734.5K | 0.00% | +100+1.1% | Added |
| Tokio Marine Asset Management Co Ltd | 9,300 | $738.6K | 0.02% | +1,400+17.7% | Added |
| AlphaStar Capital Management, LLC | 9,326 | $740.7K | 0.05% | +9,326 | New |
| Parallel Advisors, LLC | 9,459 | $751.2K | 0.01% | −1,826−16.2% | Reduced |
| Segment Wealth Management, LLC | 9,500 | $754.5K | 0.04% | −55,500−85.4% | Reduced |
| Indiana Trust & Investment Management CO | 9,510 | $755.3K | 0.21% | +10+0.1% | Added |
| Alpha Financial Partners, LLC | 9,550 | $758.5K | 0.40% | +1,959+25.8% | Added |
| Tradition Wealth Management, LLC | 9,645 | $766.0K | 0.05% | +1,031+12.0% | Added |
| Triumph Capital Management | 9,698 | $770.2K | 0.14% | −1,575−14.0% | Reduced |
| United Capital Financial Advisers, LLC | 9,739 | $775.7K | 0.00% | +2,242+29.9% | Added |
| Legacy Solutions, LLC | 9,803 | $778.6K | 0.63% | 00.0% | Unchanged |
| Brighton Jones LLC | 9,916 | $787.5K | 0.01% | −133−1.3% | Reduced |
| Corecam Pte. Ltd. | 9,950 | $790.2K | 0.30% | +1,710+20.8% | Added |
| Wedmont Private Capital | 9,833 | $799.3K | 0.02% | −944−8.8% | Reduced |
| Ares Financial Consulting, LLC | 10,081 | $800.7K | 0.57% | +2,491+32.8% | Added |
| Clear Creek Financial Management, LLC | 10,094 | $801.7K | 0.05% | −1,867−15.6% | Reduced |
| MSH Capital Advisors LLC | 10,188 | $809.1K | 0.14% | −228−2.2% | Reduced |
| J.W. Cole Advisors, Inc. | 10,522 | $835.7K | 0.01% | +10,522 | New |
| Advyzon Investment Management, LLC | 10,644 | $845.3K | 0.06% | +1,788+20.2% | Added |
| CX Institutional | 10,676 | $848.0K | 0.02% | −336−3.1% | Reduced |
| Advisors Capital Management, LLC | 10,719 | $851.3K | 0.01% | +3,560+49.7% | Added |
| Apeiron RIA LLC | 10,742 | $853.1K | 0.22% | −7,526−41.2% | Reduced |
| Keudell/Morrison Wealth Management | 10,779 | $856.0K | 0.16% | +65+0.6% | Added |
| Ancora Advisors, LLC | 10,794 | $857.3K | 0.02% | −110−1.0% | Reduced |
| JT Stratford LLC | 10,896 | $865.4K | 0.09% | −95−0.9% | Reduced |
| Focus Financial Network, Inc. | 10,910 | $866.5K | 0.03% | −4,824−30.7% | Reduced |
| Talon Private Wealth, LLC | 10,935 | $868.5K | 0.10% | +5,475+100.3% | Added |
| RMR Wealth Builders | 10,946 | $869.3K | 0.05% | −87−0.8% | Reduced |
| Adviser Investments LLC | 11,107 | $882.1K | 0.01% | −3,659−24.8% | Reduced |
| 4WEALTH Advisors, Inc. | 11,114 | $883.0K | 0.68% | +1,561+16.3% | Added |
| Concurrent Investment Advisors, LLC | 11,232 | $892.0K | 0.01% | −66,287−85.5% | Reduced |
| Wallace Advisory Group, LLC | 11,285 | $896.3K | 0.84% | −228−2.0% | Reduced |
| Acorn Wealth Advisors, LLC | 11,352 | $901.6K | 0.22% | 00.0% | Unchanged |
| Richards, Merrill & Peterson, Inc. | 11,365 | $902.6K | 0.29% | +6,025+112.8% | Added |
| Astoria Portfolio Advisors LLC. | 11,423 | $907.2K | 0.15% | +884+8.4% | Added |
| Kovack Advisors, Inc. | 11,568 | $919.7K | 0.04% | −239−2.0% | Reduced |
| Cornerstone Planning Group LLC | 11,308 | $924.3K | 0.12% | +2,519+28.7% | Added |
| Caitlin John, LLC | 11,726 | $931.3K | 0.51% | −15,852−57.5% | Reduced |
| Nvest Financial, LLC | 11,825 | $939.2K | 0.30% | +1,375+13.2% | Added |
| Advisor Resource Council | 11,417 | $940.6K | 0.31% | −575−4.8% | Reduced |
| Florida Financial Advisors, LLC | 11,880 | $943.5K | 0.16% | −651−5.2% | Reduced |
| Able Wealth Management LLC | 12,096 | $960.7K | 0.22% | −592−4.7% | Reduced |
| Stonebridge Financial Group, LLC | 12,206 | $969.0K | 0.13% | +12,206 | New |
| HBW Advisory Services LLC | 12,378 | $983.1K | 0.09% | +1,482+13.6% | Added |
| Payne Capital Management, LLC | 12,500 | $992.8K | 0.26% | +12,500 | New |
| Central Trust Co | 12,535 | $995.5K | 0.02% | +168+1.4% | Added |
| Graetz Wealth LLC | 12,577 | $998.8K | 0.80% | −6,634−34.5% | Reduced |
| Johnson Financial Group, Inc. | 12,674 | $1.01M | 0.03% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 12,767 | $1.01M | 0.08% | −3,047−19.3% | Reduced |
| Ausdal Financial Partners, Inc. | 13,039 | $1.04M | 0.04% | +1,663+14.6% | Added |
| Fort Washington Investment Advisors Inc | 13,101 | $1.04M | 0.01% | −500−3.7% | Reduced |
| XY Planning Network, Inc. | 13,183 | $1.05M | 0.13% | −3,310−20.1% | Reduced |
| Two Sigma Securities, LLC | 13,193 | $1.05M | 0.09% | +13,193 | New |
| Quantify Chaos Advisors, LLC | 13,267 | $1.05M | 2.97% | +30.0% | Added |
| Sunpointe, LLC | 13,318 | $1.06M | 0.30% | +9,125+217.6% | Added |
| Meridian Wealth Management, LLC | 13,414 | $1.07M | 0.03% | +245+1.9% | Added |
| OneAscent Financial Services LLC | 13,471 | $1.07M | 0.05% | +6,642+97.3% | Added |
| Biltmore Family Office, LLC | 13,626 | $1.08M | 0.14% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 13,744 | $1.09M | 0.03% | +13,744 | New |
| Tableaux LLC | 13,770 | $1.09M | 0.46% | −30.0% | Reduced |
| Sovereign Financial Group, Inc. | 13,808 | $1.10M | 0.17% | +1,810+15.1% | Added |
| Waterloo Capital, L.P. | 13,837 | $1.10M | 0.06% | −130−0.9% | Reduced |
| Sheets Smith Wealth Management | 13,851 | $1.10M | 0.11% | +1,516+12.3% | Added |
| Sage Mountain Advisors LLC | 13,857 | $1.10M | 0.07% | −23,559−63.0% | Reduced |
| Capital Management Associates, Inc | 13,877 | $1.10M | 0.22% | −656−4.5% | Reduced |
| Caldwell Trust Co | 13,886 | $1.10M | 0.09% | +1,682+13.8% | Added |
| Apollon Wealth Management, LLC | 13,985 | $1.11M | 0.01% | −2,941−17.4% | Reduced |
| Legacy Wealth Managment, LLC | 14,009 | $1.11M | 0.46% | +14,009 | New |
| Cullen/Frost Bankers, Inc. | 14,011 | $1.11M | 0.01% | +1,224+9.6% | Added |
| Entrust Financial LLC | 14,188 | $1.13M | 0.73% | −270−1.9% | Reduced |
| Maia Wealth LLC | 14,224 | $1.13M | 0.17% | −2,906−17.0% | Reduced |
| Advisor OS, LLC | 14,307 | $1.14M | 0.08% | −6,623−31.6% | Reduced |
| Valtinson Bruner Financial Planning LLC | 14,382 | $1.14M | 0.29% | +663+4.8% | Added |
| TD Capital Management LLC | 14,861 | $1.18M | 0.10% | +12,868+645.7% | Added |
| Silver Oak Securities, Inc | 14,890 | $1.18M | 0.07% | +127+0.9% | Added |
| FMR LLC | 14,927 | $1.19M | 0.00% | +889+6.3% | Added |
| Wealth Alliance | 15,079 | $1.20M | 0.10% | +7,663+103.3% | Added |
| First Financial Bank - Trust Division | 15,176 | $1.21M | 0.09% | 00.0% | Unchanged |
| Kohmann Bosshard Financial Services, LLC | 15,226 | $1.21M | 0.10% | −286−1.8% | Reduced |
| Brinker Capital Investments, LLC | 15,438 | $1.23M | 0.01% | −13,261−46.2% | Reduced |
| Frederick Financial Consultants, LLC | 15,438 | $1.23M | 0.52% | +293+1.9% | Added |
| Nicolet Bankshares Inc | 15,476 | $1.23M | 0.04% | +210+1.4% | Added |
| Formidable Asset Management, LLC | 13,314 | $1.23M | 0.20% | −80−0.6% | Reduced |
| Belpointe Asset Management LLC | 15,548 | $1.23M | 0.04% | +7,440+91.8% | Added |
| First Heartland Consultants, Inc. | 15,587 | $1.24M | 0.08% | +7,532+93.5% | Added |
| Blueprint Financial Advisors LLC | 15,593 | $1.24M | 0.14% | +15,593 | New |
| Blueprint Investment Partners LLC | 15,628 | $1.24M | 0.10% | +15,628 | New |
| Caerus Investment Advisors, LLC | 15,658 | $1.24M | 0.42% | 00.0% | Unchanged |
| Standard Life Aberdeen plc | 15,683 | $1.25M | 0.00% | +803+5.4% | Added |
| HighPoint Advisor Group LLC | 15,699 | $1.25M | 0.04% | +3,127+24.9% | Added |
| Signal Advisors Wealth, LLC | 15,796 | $1.25M | 0.07% | −7,310−31.6% | Reduced |
| Atomi Financial Group, Inc. | 15,837 | $1.26M | 0.03% | −193−1.2% | Reduced |
| Coco Enterprises, LLC | 15,681 | $1.26M | 0.64% | −206,622−92.9% | Reduced |