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 |
|---|---|---|---|---|---|
| Churchill Financial Advisors, LLC | 58,843 | $4.67M | 0.90% | +5,543+10.4% | Added |
| Roan Capital Partners | 61,544 | $4.89M | 4.05% | −19,286−23.9% | Reduced |
| Level Four Advisory Services, LLC | 62,028 | $4.93M | 0.14% | +62,028 | New |
| Upper Left Wealth Management, LLC | 62,175 | $4.94M | 2.74% | −1,025−1.6% | Reduced |
| Richard P Slaughter Associates Inc | 62,554 | $4.97M | 0.99% | +5,455+9.6% | Added |
| Sankala Group LLC | 58,346 | $5.03M | 3.35% | +6,335+12.2% | Added |
| Relyea Zuckerberg Hanson LLC | 63,878 | $5.07M | 0.42% | +478+0.8% | Added |
| Royal Harbor Partners, LLC | 64,341 | $5.11M | 1.58% | +210+0.3% | Added |
| Cedar Point Capital Partners, LLC | 65,255 | $5.18M | 2.98% | +4,159+6.8% | Added |
| Global Retirement Partners, LLC | 65,278 | $5.18M | 0.08% | +65,278 | New |
| Essex Financial Services, Inc. | 65,431 | $5.20M | 0.26% | −1,408−2.1% | Reduced |
| MONECO Advisors, LLC | 66,585 | $5.29M | 0.32% | +4,847+7.9% | Added |
| Compass Ion Advisors, LLC | 67,152 | $5.33M | 0.46% | +1,119+1.7% | Added |
| TD Waterhouse Canada Inc. | 68,171 | $5.44M | 0.01% | −6,416−8.6% | Reduced |
| BKD Wealth Advisors, LLC | 68,674 | $5.45M | 0.09% | +238+0.3% | Added |
| Encompass More Asset Management | 69,393 | $5.51M | 0.81% | −140,635−67.0% | Reduced |
| Lynx Investment Advisory | 71,293 | $5.66M | 1.86% | −935−1.3% | Reduced |
| Tudor Investment Corp Et Al | 71,374 | $5.67M | 0.02% | −25,222−26.1% | Reduced |
| Chatterton & Associates Inc. | 70,991 | $5.79M | 3.41% | +12,840+22.1% | Added |
| Stapp Wealth Management, PLLC | 73,084 | $5.80M | 7.58% | +645+0.9% | Added |
| Wealthspire Advisors, LLC | 73,273 | $5.82M | 0.03% | +12,701+21.0% | Added |
| Lido Advisors, LLC | 74,058 | $5.88M | 0.02% | −3,767−4.8% | Reduced |
| Vestmark Advisory Solutions, Inc. | 74,190 | $5.89M | 0.06% | +15,355+26.1% | Added |
| Penobscot Wealth Management | 75,295 | $5.98M | 1.60% | +12,570+20.0% | Added |
| AMG National Trust Bank | 75,313 | $5.98M | 0.12% | +11,228+17.5% | Added |
| Kestra Private Wealth Services, LLC | 75,445 | $5.99M | 0.07% | +5,872+8.4% | Added |
| Financial Planning Navigators CORP | 75,868 | $6.03M | 2.26% | +75,868 | New |
| Aureum Wealth Management, LLC | 75,875 | $6.03M | 3.74% | +5,011+7.1% | Added |
| Compass Wealth Management, LLC | 77,151 | $6.13M | 2.44% | +4,914+6.8% | Added |
| DeDora Capital, Inc. | 77,348 | $6.14M | 1.34% | +8,787+12.8% | Added |
| Financial Guidance Group, Inc. | 78,428 | $6.23M | 2.33% | −1,630−2.0% | Reduced |
| Team Financial Group, LLC | 78,500 | $6.23M | 2.65% | +3,707+5.0% | Added |
| Courier Capital LLC | 78,531 | $6.24M | 0.31% | +7,591+10.7% | Added |
| Seven Post Investment Office LP | 79,348 | $6.30M | 1.79% | +8,847+12.5% | Added |
| Avos Capital Management, LLC | 81,444 | $6.47M | 2.69% | +2,030+2.6% | Added |
| Brookstone Capital Management | 85,518 | $6.79M | 0.07% | −5,963−6.5% | Reduced |
| Change Path, LLC | 85,682 | $6.80M | 0.15% | −24,215−22.0% | Reduced |
| Aptus Capital Advisors, LLC | 85,953 | $6.83M | 0.05% | +115+0.1% | Added |
| Lodestar Private Asset Management LLC | 87,109 | $6.92M | 0.60% | −713−0.8% | Reduced |
| Integrity Wealth Solutions LLC | 87,645 | $6.96M | 2.57% | +462+0.5% | Added |
| Foundations Investment Advisors, LLC | 88,030 | $6.99M | 0.07% | +17,283+24.4% | Added |
| Glenview Trust Co | 88,233 | $7.01M | 0.10% | −420.0% | Reduced |
| Copley Financial Group, Inc. | 88,903 | $7.06M | 4.27% | −76,000−46.1% | Reduced |
| Archford Capital Strategies, LLC | 89,093 | $7.08M | 0.72% | +5,711+6.8% | Added |
| Cardinal Strategic Wealth Guidance | 89,116 | $7.08M | 1.60% | −45,107−33.6% | Reduced |
| Advisory Services Network, LLC | 89,723 | $7.13M | 0.08% | +468+0.5% | Added |
| Bright Financial Advisors, Inc. | 91,401 | $7.26M | 3.04% | +5,875+6.9% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 91,749 | $7.29M | 0.19% | +541+0.6% | Added |
| Wilkerson Advisory Group LLC | 91,948 | $7.30M | 2.24% | −876−0.9% | Reduced |
| Integrated Advisors Network LLC | 93,457 | $7.42M | 0.34% | +3,319+3.7% | Added |
| Baker Tilly Wealth Management, LLC | 94,227 | $7.48M | 1.61% | −5,839−5.8% | Reduced |
| Versant Capital Management, Inc | 94,750 | $7.53M | 0.67% | −2,542−2.6% | Reduced |
| Janney Montgomery Scott LLC | 95,178 | $7.56M | 0.01% | +95,178 | New |
| Element Pointe Advisors, LLC | 95,869 | $7.61M | 1.23% | +2,070+2.2% | Added |
| PFG Advisors | 96,161 | $7.64M | 0.38% | −6,161−6.0% | Reduced |
| Fiducient Advisors LLC | 96,619 | $7.67M | 1.10% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 96,631 | $7.67M | 0.05% | +96,631 | New |
| Cabot Wealth Management Inc | 96,935 | $7.70M | 0.78% | +6,935+7.7% | Added |
| Entrewealth, LLC | 92,074 | $7.74M | 2.87% | +18,418+25.0% | Added |
| Chatham Capital Group, Inc. | 98,062 | $7.79M | 0.99% | +760+0.8% | Added |
| Stansberry Asset Management, LLC | 98,737 | $7.84M | 0.72% | +4,955+5.3% | Added |
| Pinnacle Financial Partners, Inc. | 100,221 | $7.96M | 0.05% | +1,082+1.1% | Added |
| Zhang Financial LLC | 100,369 | $7.97M | 0.23% | +2,575+2.6% | Added |
| Purus Wealth Management, LLC | 101,226 | $8.04M | 2.21% | −2,893−2.8% | Reduced |
| Managed Asset Portfolios, LLC | 101,567 | $8.07M | 0.92% | +1,236+1.2% | Added |
| Secure Asset Management, LLC | 102,922 | $8.17M | 1.15% | +102,922 | New |
| Franklin Resources Inc | 103,094 | $8.19M | 0.00% | +11,981+13.1% | Added |
| Daiwa Securities Group Inc. | 104,177 | $8.27M | 0.02% | +10,423+11.1% | Added |
| Main Street Financial Solutions, LLC | 104,211 | $8.28M | 0.53% | +4,217+4.2% | Added |
| Tidemark, LLC | 104,713 | $8.32M | 1.87% | −11,175−9.6% | Reduced |
| McMorgan & Co LLC | 105,909 | $8.41M | 1.27% | −15,309−12.6% | Reduced |
| Jones Financial Companies LLLP | 105,157 | $8.48M | 0.00% | +14,328+15.8% | Added |
| Hudson Capital Management LLC | 106,828 | $8.48M | 2.05% | −1,895−1.7% | Reduced |
| AMJ Financial Wealth Management | 95,394 | $8.84M | 2.09% | 00.0% | Unchanged |
| School Employees Retirement Board of Ohio | 113,357 | $9.00M | 3.24% | +113,357 | New |
| SEI Investments Co | 113,486 | $9.01M | 0.01% | −85,561−43.0% | Reduced |
| Truist Financial Corp | 113,781 | $9.04M | 0.01% | +9,391+9.0% | Added |
| Napier Financial, LLC | 114,725 | $9.11M | 1.90% | −322−0.3% | Reduced |
| RM Financial Services, LLC | 115,788 | $9.20M | 6.83% | +507+0.4% | Added |
| Kraft, Davis & Associates, LLC | 114,636 | $9.22M | 1.93% | +1,250+1.1% | Added |
| AAFCPAs Wealth Management, LLC | 117,528 | $9.33M | 3.44% | +117,528 | New |
| Kayne Anderson Rudnick Investment Management LLC | 117,731 | $9.38M | 0.03% | +12,750+12.1% | Added |
| Wealth Advisory Solutions, LLC | 119,715 | $9.51M | 1.95% | −268−0.2% | Reduced |
| Inspirion Wealth Advisors, LLC | 119,119 | $9.52M | 1.09% | +754+0.6% | Added |
| Allen Capital Group, LLC | 121,388 | $9.64M | 0.79% | +118,993+4,968.4% | Added |
| Stratos Wealth Advisors, LLC | 122,220 | $9.71M | 0.53% | +8,177+7.2% | Added |
| Fifth Third Bancorp | 123,404 | $9.80M | 0.02% | +13,830+12.6% | Added |
| SRS Capital Advisors, Inc. | 123,608 | $9.82M | 0.07% | +44,346+55.9% | Added |
| KPP Advisory Services LLC | 126,522 | $10.0M | 1.27% | +11,489+10.0% | Added |
| Pitcairn Wealth Advisors LLC | 135,573 | $10.8M | 1.18% | +49,831+58.1% | Added |
| AA Financial Advisors, LLC | 136,361 | $10.8M | 1.30% | +53,331+64.2% | Added |
| Walkner Condon Financial Advisors LLC | 137,537 | $10.9M | 1.26% | +16,287+13.4% | Added |
| McAlvany Wealth Management LLC | 137,885 | $11.0M | 8.19% | −21,199−13.3% | Reduced |
| Plum Street Advisors, LLC | 138,085 | $11.0M | 3.50% | +138,085 | New |
| AQR Capital Management LLC | 139,218 | $11.1M | 0.00% | +5,170+3.9% | Added |
| Lam Group, Inc. | 140,590 | $11.2M | 5.55% | +1,215+0.9% | Added |
| Accretive Wealth Partners, LLC | 140,951 | $11.2M | 2.72% | +11,120+8.6% | Added |
| Money Concepts Capital Corp | 143,547 | $11.4M | 0.53% | +143,547 | New |
| New Perspectives, Inc | 144,811 | $11.5M | 3.53% | −14,699−9.2% | Reduced |
| R. W. Roge & Company, Inc. | 147,721 | $11.7M | 4.98% | +3,967+2.8% | Added |