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 |
|---|---|---|---|---|---|
| Vertex Planning Partners, LLC | 29,047 | $2.31M | 0.34% | +6,635+29.6% | Added |
| Fourth Dimension Wealth, LLC | 29,058 | $2.31M | 0.73% | +29,058 | New |
| Aspetuck Financial Management LLC | 29,076 | $2.31M | 1.36% | +366+1.3% | Added |
| Forbes J M & Co LLP | 29,211 | $2.32M | 0.18% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 29,355 | $2.33M | 0.24% | +29,355 | New |
| Steward Partners Investment Advisory, LLC | 29,499 | $2.34M | 0.01% | −3,647−11.0% | Reduced |
| Captrust Financial Advisors | 29,695 | $2.36M | 0.00% | −450−1.5% | Reduced |
| Fiduciary Trust Co | 29,799 | $2.37M | 0.03% | +2,060+7.4% | Added |
| Fidelis Capital Partners, LLC | 30,003 | $2.38M | 0.14% | +5,235+21.1% | Added |
| Beacon Pointe Advisors, LLC | 30,199 | $2.40M | 0.01% | +2,312+8.3% | Added |
| Holistic Planning, LLC | 30,613 | $2.43M | 0.38% | +5,878+23.8% | Added |
| Nwam LLC | 30,743 | $2.44M | 0.12% | +14,860+93.6% | Added |
| Paul R. Ried Financial Group, LLC | 30,899 | $2.45M | 1.07% | −1,756−5.4% | Reduced |
| Headlands Technologies LLC | 31,269 | $2.48M | 0.26% | +31,269 | New |
| WBH Advisory Inc | 31,326 | $2.49M | 0.17% | −844−2.6% | Reduced |
| Guggenheim Capital LLC | 31,417 | $2.50M | 0.02% | +875+2.9% | Added |
| Peak Retirement Planning, Inc. | 31,598 | $2.51M | 0.40% | +31,598 | New |
| Boothbay Fund Management, LLC | 31,600 | $2.51M | 0.05% | −3,600−10.2% | Reduced |
| Sigma Planning Corp | 31,713 | $2.52M | 0.06% | +12,350+63.8% | Added |
| Visionary Wealth Advisors | 31,814 | $2.53M | 0.10% | +10,074+46.3% | Added |
| Mitchell McLeod Pugh & Williams Inc | 32,478 | $2.58M | 0.32% | +14,053+76.3% | Added |
| WFA of San Diego, LLC | 30,106 | $2.59M | 2.12% | −1,185−3.8% | Reduced |
| Rakuten Securities, Inc. | 33,090 | $2.63M | 0.61% | −3,695−10.0% | Reduced |
| Nomura Asset Management International Inc. | 33,214 | $2.64M | 0.00% | +17,981+118.0% | Added |
| Financial Planning Hawaii, Inc. | 33,250 | $2.64M | 1.42% | 00.0% | Unchanged |
| Hudson Oak Wealth Advisory LLC | 33,285 | $2.64M | 2.04% | −538−1.6% | Reduced |
| Clear Harbor Asset Management, LLC | 33,409 | $2.65M | 0.17% | −2,320−6.5% | Reduced |
| BCM Advisors, LLC | 33,154 | $2.66M | 0.52% | +14,361+76.4% | Added |
| Susquehanna International Group, LLP | 33,838 | $2.69M | 0.00% | −15,286−31.1% | Reduced |
| American National Bank of Texas | 35,184 | $2.79M | 2.55% | −273−0.8% | Reduced |
| Portside Wealth Group, LLC | 35,378 | $2.81M | 0.33% | +3,787+12.0% | Added |
| Horizon Financial Services, LLC | 35,808 | $2.84M | 1.09% | +1,271+3.7% | Added |
| Merit Financial Group, LLC | 35,912 | $2.85M | 0.02% | +1,511+4.4% | Added |
| Western Wealth Management, LLC | 35,934 | $2.85M | 0.09% | −857−2.3% | Reduced |
| Citizens Financial Group Inc | 36,803 | $2.92M | 0.04% | −851−2.3% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 37,516 | $2.98M | 0.42% | −3,219−7.9% | Reduced |
| Destiny Capital Corp | 38,055 | $3.02M | 1.41% | +25,591+205.3% | Added |
| Magnolia Private Wealth, LLC | 147,199 | $3.05M | 1.67% | +842+0.6% | Added |
| Legacy Capital Wealth Partners, LLC | 39,047 | $3.10M | 0.59% | +149+0.4% | Added |
| Simplicity Wealth,LLC | 39,050 | $3.10M | 0.10% | +11,141+39.9% | Added |
| Sentinel Trust Co Lba | 39,693 | $3.15M | 0.28% | +33,338+524.6% | Added |
| Principal Financial Group Inc | 40,205 | $3.19M | 0.00% | −1,219,137−96.8% | Reduced |
| UMA Financial Services, Inc. | 40,244 | $3.20M | 0.38% | +8,686+27.5% | Added |
| One Wealth Advisors, LLC | 41,686 | $3.31M | 0.37% | +5,181+14.2% | Added |
| Pacific Excel Wealth Advisors, Inc. | 41,784 | $3.32M | 1.28% | +41,784 | New |
| Heritage Family Offices, LLP | 41,784 | $3.32M | 1.28% | +13,740+49.0% | Added |
| Mutual Advisors, LLC | 42,903 | $3.41M | 0.06% | +1,587+3.8% | Added |
| Financial Life Advisors | 43,332 | $3.44M | 0.98% | −22,528−34.2% | Reduced |
| Hobbs Group Advisors, LLC | 43,356 | $3.44M | 0.91% | −3,191−6.9% | Reduced |
| Mills Wealth Advisors LLC | 44,793 | $3.56M | 1.12% | +865+2.0% | Added |
| Gotham Asset Management, LLC | 45,236 | $3.59M | 0.01% | +12,335+37.5% | Added |
| New England Private Wealth Advisors LLC | 44,838 | $3.60M | 0.35% | +2,042+4.8% | Added |
| Fortis Advisors, LLC | 45,800 | $3.64M | 1.70% | −956−2.0% | Reduced |
| Gateway Wealth Partners, LLC | 46,166 | $3.67M | 0.22% | −30,112−39.5% | Reduced |
| Apella Capital, LLC | 45,276 | $3.69M | 0.05% | −2,393−5.0% | Reduced |
| Collaborative Wealth Managment Inc. | 46,477 | $3.69M | 1.55% | +8,098+21.1% | Added |
| American Trust | 45,334 | $3.70M | 0.28% | −4,127−8.3% | Reduced |
| Tennessee Valley Asset Management Partners | 46,564 | $3.70M | 0.41% | +1,840+4.1% | Added |
| Mercer Global Advisors Inc | 46,611 | $3.70M | 0.00% | +6,634+16.6% | Added |
| Intesa Sanpaolo Wealth Management | 46,638 | $3.70M | 0.74% | −9,295−16.6% | Reduced |
| Bridgewater Advisors Inc. | 46,238 | $3.71M | 0.20% | +280+0.6% | Added |
| Horst & Graben Wealth Management LLC | 47,121 | $3.77M | 0.50% | +7,364+18.5% | Added |
| Marble Harbor Investment Counsel, LLC | 47,600 | $3.78M | 0.38% | −500−1.0% | Reduced |
| Integrity Alliance, LLC. | 48,061 | $3.82M | 0.12% | −33,719−41.2% | Reduced |
| Beckerman Institutional, LLC | 48,362 | $3.84M | 1.83% | −2,982−5.8% | Reduced |
| Jacobi Capital Management LLC | 48,559 | $3.86M | 0.19% | −1,404−2.8% | Reduced |
| RSM US Wealth Management LLC | 49,184 | $3.91M | 0.04% | −1,322−2.6% | Reduced |
| Scotia Capital Inc. | 49,593 | $3.94M | 0.01% | +5,624+12.8% | Added |
| Financial Enhancement Group LLC | 49,899 | $3.96M | 0.47% | +3,616+7.8% | Added |
| Clark Capital Management Group, Inc. | 50,263 | $3.99M | 0.02% | −23,000−31.4% | Reduced |
| Baker Ellis Asset Management LLC | 50,275 | $3.99M | 0.41% | −4,390−8.0% | Reduced |
| Valmark Advisers, Inc. | 50,954 | $4.05M | 0.04% | +5,506+12.1% | Added |
| Stonebridge Financial Group, LLC | 51,407 | $4.08M | 0.31% | +2,651+5.4% | Added |
| DV Trading LLC | 51,431 | $4.08M | 0.34% | +21,208+70.2% | Added |
| Larson Financial Group LLC | 51,460 | $4.09M | 0.11% | +17,945+53.5% | Added |
| Henderson Brothers Financial Partners, LLC | 51,599 | $4.10M | 1.94% | −74,841−59.2% | Reduced |
| Detalus Advisors, LLC | 51,663 | $4.10M | 0.80% | +1,197+2.4% | Added |
| Nomura Asset Management Co Ltd | 51,900 | $4.12M | 0.01% | +3,400+7.0% | Added |
| JNBA Financial Advisors | 52,392 | $4.16M | 0.31% | −5,269−9.1% | Reduced |
| Joseph Group Capital Management | 52,735 | $4.19M | 0.88% | +2,738+5.5% | Added |
| CFS Investment Advisory Services, LLC | 51,434 | $4.19M | 0.28% | −5,086−9.0% | Reduced |
| Modern Wealth Management, LLC | 53,067 | $4.21M | 0.05% | −59,265−52.8% | Reduced |
| Patten Group, Inc. | 53,393 | $4.24M | 0.66% | −166−0.3% | Reduced |
| Forbes Financial Planning, Inc. | 53,510 | $4.25M | 2.28% | −236−0.4% | Reduced |
| Brown Brothers Harriman & Co | 53,900 | $4.28M | 0.02% | +586+1.1% | Added |
| Ci Investments Inc. | 55,034 | $4.37M | 0.01% | 00.0% | Unchanged |
| Marex Group plc | 55,138 | $4.38M | 0.03% | +10,142+22.5% | Added |
| Palladiem, LLC | 55,829 | $4.43M | 4.30% | +55,829 | New |
| Flagship Harbor Advisors, LLC | 56,160 | $4.46M | 0.17% | −7,395−11.6% | Reduced |
| Heritage Wealth Advisors | 56,161 | $4.46M | 0.15% | +25,929+85.8% | Added |
| Catalyst Capital Advisors LLC | 56,300 | $4.47M | 0.07% | 00.0% | Unchanged |
| OakTrust Wealth Advisors, LLC | 56,356 | $4.48M | 3.86% | +494+0.9% | Added |
| Claro Advisors LLC | 56,739 | $4.51M | 0.47% | +30.0% | Added |
| Welch Group, LLC | 56,867 | $4.52M | 0.15% | +7,346+14.8% | Added |
| Prime Capital Investment Advisors, LLC | 56,929 | $4.52M | 0.04% | +3,800+7.2% | Added |
| Empowered Funds, LLC | 57,160 | $4.54M | 0.02% | +13,423+30.7% | Added |
| Catalytic Wealth RIA, LLC | 57,375 | $4.56M | 0.26% | +57,375 | New |
| Bank of Montreal | 58,071 | $4.61M | 0.00% | −1,920−3.2% | Reduced |
| KWB Wealth | 58,748 | $4.67M | 0.40% | −66,411−53.1% | Reduced |
| Kraematon Investment Advisors, Inc | 58,786 | $4.67M | 3.48% | −555−0.9% | Reduced |