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 |
|---|---|---|---|---|---|
| Noble Wealth Partners LLC | 16,207 | $1.29M | 1.12% | +16,207 | New |
| JBR Co Financial Management Inc | 16,379 | $1.30M | 0.47% | +5,189+46.4% | Added |
| ZEGA Investments, LLC | 16,394 | $1.30M | 0.22% | −727−4.2% | Reduced |
| EP Wealth Advisors, LLC | 16,627 | $1.32M | 0.01% | +196+1.2% | Added |
| Wealthcare Capital Partners, LLC | 16,706 | $1.33M | 0.55% | +418+2.6% | Added |
| Interchange Capital Partners, LLC | 16,801 | $1.33M | 0.25% | +16,801 | New |
| S. R. Schill & Associates | 16,867 | $1.34M | 0.81% | +1,521+9.9% | Added |
| Tocqueville Asset Management L.P. | 17,093 | $1.36M | 0.02% | +2,170+14.5% | Added |
| Copia Wealth Management | 17,155 | $1.36M | 0.82% | +1,180+7.4% | Added |
| Colony Group, LLC | 17,230 | $1.37M | 0.00% | +5,012+41.0% | Added |
| Capital Analysts, LLC | 17,289 | $1.37M | 0.03% | +1,359+8.5% | Added |
| Pathway Financial Advisors LLC | 16,965 | $1.38M | 0.16% | 00.0% | Unchanged |
| Capital Financial Group Inc | 17,623 | $1.40M | 0.73% | −13,920−44.1% | Reduced |
| Perennial Investment Advisors, LLC | 18,118 | $1.44M | 0.10% | +1,346+8.0% | Added |
| CIBC World Markets Inc. | 18,331 | $1.46M | 0.00% | +3,152+20.8% | Added |
| Daviman Financial, LLC | 18,435 | $1.46M | 0.81% | +1,611+9.6% | Added |
| InTrack Investment Management Inc | 18,836 | $1.50M | 0.74% | +505+2.8% | Added |
| Gambit Capital Management, LLC | 18,924 | $1.50M | 0.88% | +5,666+42.7% | Added |
| YHB Investment Advisors, Inc. | 18,956 | $1.51M | 0.10% | +375+2.0% | Added |
| Diligent Investors, LLC | 19,011 | $1.51M | 0.34% | 00.0% | Unchanged |
| Kendall Capital Management | 19,124 | $1.52M | 0.25% | +2,051+12.0% | Added |
| Wellington-Altus USA Inc. | 16,462 | $1.53M | 1.10% | −551−3.2% | Reduced |
| Quartz Partners, LLC | 19,269 | $1.53M | 0.50% | −46−0.2% | Reduced |
| Summit Financial, LLC | 19,497 | $1.55M | 0.02% | −7,264−27.1% | Reduced |
| Milestones Private Investment Advisors LLC | 19,523 | $1.55M | 1.23% | −15,121−43.6% | Reduced |
| Medallion Wealth Advisors, LLC | 19,572 | $1.55M | 0.51% | +19,572 | New |
| Foronjy Financial LLC | 19,778 | $1.57M | 0.58% | +536+2.8% | Added |
| Petix & Botte Co | 20,092 | $1.60M | 0.32% | +9,865+96.5% | Added |
| Eagle Global Advisors LLC | 20,100 | $1.60M | 0.05% | 00.0% | Unchanged |
| Paladin Wealth, LLC | 20,138 | $1.60M | 0.93% | +121+0.6% | Added |
| Savant Capital, LLC | 18,714 | $1.60M | 0.00% | +10,168+119.0% | Added |
| Merkkuri Wealth Advisors LLC | 20,162 | $1.60M | 0.99% | +2,363+13.3% | Added |
| Medici Capital LLC | 20,200 | $1.60M | 3.14% | −2,500−11.0% | Reduced |
| National Bank of Canada | 20,259 | $1.61M | 0.00% | +19,569+2,836.1% | Added |
| Fiduciary Alliance LLC | 20,251 | $1.61M | 0.11% | +2,474+13.9% | Added |
| Quantinno Capital Management LP | 20,322 | $1.61M | 0.00% | −4,628−18.5% | Reduced |
| Mission Wealth Management, LP | 20,336 | $1.62M | 0.02% | −4,177−17.0% | Reduced |
| Hutchinson Capital Management | 20,343 | $1.62M | 0.28% | −5,094−20.0% | Reduced |
| Betterment LLC | 20,687 | $1.64M | 0.00% | +2,537+14.0% | Added |
| Mosaic Family Wealth Partners, LLC | 20,700 | $1.64M | 0.11% | +17,730+597.0% | Added |
| Sovran Advisors, LLC | 20,611 | $1.65M | 0.12% | +531+2.6% | Added |
| Altfest L J & Co Inc | 20,974 | $1.67M | 0.16% | −10,647−33.7% | Reduced |
| Carret Asset Management, LLC | 21,124 | $1.68M | 0.15% | 00.0% | Unchanged |
| Hegarty Advisors, LLC | 21,146 | $1.68M | 1.16% | +356+1.7% | Added |
| Clearstead Advisors, LLC | 21,157 | $1.68M | 0.02% | +2,516+13.5% | Added |
| Green Harvest Asset Management LLC | 21,404 | $1.70M | 0.02% | −500−2.3% | Reduced |
| Brown Advisory Inc | 21,417 | $1.70M | 0.00% | +162+0.8% | Added |
| Pennington Partners & Co., LLC | 21,582 | $1.71M | 0.55% | +21,582 | New |
| Vista Finance, LLC | 21,605 | $1.72M | 0.96% | +11,654+117.1% | Added |
| CacheTech Inc. | 21,843 | $1.73M | 0.28% | +8,226+60.4% | Added |
| Blue Rock Wealth Management LLC | 21,843 | $1.73M | 0.97% | +21,843 | New |
| Valicenti Advisory Services Inc | 21,860 | $1.74M | 0.33% | +1,852+9.3% | Added |
| Thrive Capital Management, LLC | 21,888 | $1.74M | 0.33% | −24,470−52.8% | Reduced |
| Hollencrest Capital Management | 21,902 | $1.74M | 0.11% | −30.0% | Reduced |
| Mattson Financial Services, LLC | 22,110 | $1.74M | 0.36% | −648−2.8% | Reduced |
| Pecaut & Co. | 22,268 | $1.77M | 0.54% | +16+0.1% | Added |
| IFG Advisory, LLC | 22,381 | $1.78M | 0.06% | +22,381 | New |
| Kingsview Wealth Management, LLC | 22,915 | $1.82M | 0.02% | +576+2.6% | Added |
| Oxbow Advisors, LLC | 22,975 | $1.82M | 0.15% | +22,975 | New |
| CIBC Bancorp USA Inc. | 23,020 | $1.83M | 0.00% | −991−4.1% | Reduced |
| Savvy Advisors, Inc. | 23,046 | $1.83M | 0.04% | +17,251+297.7% | Added |
| RCW Management, LLC | 23,081 | $1.83M | 1.64% | −2,075−8.2% | Reduced |
| Leading Edge Financial Planning LLC | 23,442 | $1.86M | 0.33% | +5,052+27.5% | Added |
| Wealth Management Nebraska | 23,468 | $1.86M | 0.17% | +23,468 | New |
| Curry Webb Wealth Management LLC | 23,591 | $1.87M | 0.78% | −286−1.2% | Reduced |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 24,063 | $1.91M | 0.22% | +84+0.4% | Added |
| Arkadios Wealth Advisors | 24,420 | $1.94M | 0.03% | +355+1.5% | Added |
| Sargent Investment Group, LLC | 24,507 | $1.95M | 0.23% | +882+3.7% | Added |
| One Charles Private Wealth Services, LLC | 24,604 | $1.95M | 0.45% | −606−2.4% | Reduced |
| Mayflower Financial Advisors, LLC | 24,653 | $1.96M | 0.17% | +1,808+7.9% | Added |
| BlackDiamond Wealth Management Inc. | 22,588 | $1.96M | 0.79% | −2,028−8.2% | Reduced |
| Pacific Capital Wealth Advisors, Inc | 24,776 | $1.97M | 0.30% | +16,642+204.6% | Added |
| Buckingham Strategic Partners | 24,835 | $1.97M | 0.02% | −1,369−5.2% | Reduced |
| Kickstand Ventures, LLC. | 24,956 | $1.98M | 0.36% | −3,099−11.0% | Reduced |
| Warren Averett Asset Management, LLC | 25,362 | $2.01M | 0.01% | +6,764+36.4% | Added |
| Certior Financial Group, LLC | 25,401 | $2.02M | 1.11% | +25,401 | New |
| Gradient Capital Advisors, LLC | 25,547 | $2.03M | 0.47% | −336−1.3% | Reduced |
| McNaughton Wealth Management, LLC | 25,639 | $2.04M | 0.72% | +3,151+14.0% | Added |
| Integrated Wealth Concepts LLC | 25,798 | $2.05M | 0.01% | +11,966+86.5% | Added |
| Brown Miller Wealth Management, LLC | 25,958 | $2.06M | 0.52% | +1,749+7.2% | Added |
| Certified Advisory Corp | 26,079 | $2.07M | 0.17% | +1,224+4.9% | Added |
| Whittier Trust Co of Nevada Inc | 25,500 | $2.08M | 0.04% | 00.0% | Unchanged |
| WCG Wealth Advisors LLC | 26,259 | $2.09M | 0.05% | −260−1.0% | Reduced |
| Shira Ridge Wealth Management | 26,379 | $2.10M | 0.73% | −11,951−31.2% | Reduced |
| Brown Financial Advisors | 26,599 | $2.11M | 0.74% | −2,396−8.3% | Reduced |
| Vaughan David Investments LLC | 26,600 | $2.11M | 0.04% | 00.0% | Unchanged |
| Myecfo, LLC | 26,651 | $2.12M | 0.80% | +2,938+12.4% | Added |
| Genesis Wealth Advisors, LLC | 26,718 | $2.12M | 1.27% | −6,449−19.4% | Reduced |
| Harbour Investments, Inc. | 26,827 | $2.13M | 0.03% | −14,481−35.1% | Reduced |
| SHP Wealth Management | 26,942 | $2.14M | 0.15% | +5,860+27.8% | Added |
| Clark Asset Management, LLC | 27,120 | $2.15M | 0.17% | +12,770+89.0% | Added |
| IFP Advisors, Inc | 27,158 | $2.16M | 0.04% | +1,255+4.8% | Added |
| LifeGoal Wealth Advisors | 27,323 | $2.17M | 0.99% | +2,312+9.2% | Added |
| Bravias Capital Group, LLC | 27,359 | $2.17M | 1.29% | +1,793+7.0% | Added |
| Choate Investment Advisors | 27,598 | $2.19M | 0.04% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 27,725 | $2.20M | 0.04% | +842+3.1% | Added |
| Ashton Thomas Private Wealth, LLC | 27,762 | $2.20M | 0.05% | −5,826−17.3% | Reduced |
| Q3 Asset Management | 25,152 | $2.22M | 0.41% | +25,152 | New |
| Macroview Investment Management LLC | 28,020 | $2.23M | 1.38% | +28,020 | New |
| PDS Planning, Inc | 28,787 | $2.29M | 0.13% | 00.0% | Unchanged |