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 | 877 | $13.9B |
| Q3 2025 | 754 | $11.7B |
| Q2 2025 | 702 | $9.15B |
| Q1 2025 | 618 | $8.05B |
| Q4 2024 | 541 | $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 | 319 | $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 |
|---|---|---|---|---|---|
| Wealth Enhancement Advisory Services, LLC | 147,721 | $12.0M | 0.02% | +17,367+13.3% | Added |
| Retirement Income Solutions, Inc | 129,822 | $12.0M | 2.07% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 159,140 | $12.6M | 1.32% | +3,127+2.0% | Added |
| Apriem Advisors | 159,205 | $12.6M | 1.09% | +106,476+201.9% | Added |
| January Capital Advisors LLC | 159,214 | $12.6M | 10.57% | +118,217+288.4% | Added |
| Warren Street Wealth Advisors, LLC | 162,858 | $12.9M | 2.92% | +6,685+4.3% | Added |
| Avid Wealth Partners LLC | 164,747 | $13.1M | 6.33% | +10,423+6.8% | Added |
| Wealthcare Advisory Partners LLC | 164,826 | $13.1M | 0.25% | +1,169+0.7% | Added |
| Quantum Financial Advisors, LLC | 166,254 | $13.2M | 1.31% | −7,091−4.1% | Reduced |
| Alliance Wealth Advisors, LLC | 166,580 | $13.2M | 2.49% | +166,580 | New |
| Nottingham Advisors, Inc. | 156,625 | $13.3M | 1.58% | −7,760−4.7% | Reduced |
| IHT Wealth Management, LLC | 172,472 | $13.7M | 0.29% | −2,917−1.7% | Reduced |
| Peak Financial Advisors LLC | 173,948 | $13.8M | 5.72% | +8,521+5.2% | Added |
| Harbor Investment Advisory, LLC | 178,090 | $14.1M | 0.99% | +7,623+4.5% | Added |
| Sage Private Wealth Group, LLC | 179,875 | $14.3M | 6.42% | +14,258+8.6% | Added |
| Penserra Capital Management LLC | 195,096 | $15.5M | 0.12% | +20,680+11.9% | Added |
| a16z Perennial Management, L.P. | 198,110 | $15.7M | 1.27% | +198,110 | New |
| Quent Capital, LLC | 200,666 | $15.9M | 0.98% | +23,581+13.3% | Added |
| Summitas Investment Management LLC | 209,626 | $16.6M | 12.37% | −10,028−4.6% | Reduced |
| CoreCap Advisors, LLC | 214,694 | $17.1M | 0.50% | +466+0.2% | Added |
| Deutsche Bank AG | 214,950 | $17.1M | 0.00% | −2,850−1.3% | Reduced |
| Gould Asset Management LLC | 217,970 | $17.3M | 2.73% | +127,580+141.1% | Added |
| Austin Wealth Management, LLC | 218,666 | $17.4M | 3.67% | +15,189+7.5% | Added |
| MML Investors Services, LLC | 226,426 | $18.0M | 0.04% | +29,273+14.8% | Added |
| LTS Liquid Investments LLC | 227,562 | $18.1M | 9.67% | +227,562 | New |
| Bank of New York Mellon Corp | 227,684 | $18.1M | 0.00% | −521,729−69.6% | Reduced |
| Timber Creek Capital Management LLC | 234,486 | $18.6M | 3.80% | +727+0.3% | Added |
| Brandywine Oak Private Wealth LLC | 238,457 | $18.9M | 1.44% | +16,744+7.6% | Added |
| Alvarez & Marsal Private Wealth Partners, LLC | 240,000 | $19.1M | 2.51% | 00.0% | Unchanged |
| Investment Management Associates Inc | 245,796 | $19.5M | 4.96% | +245,796 | New |
| Miracle Mile Advisors, LLC | 246,517 | $19.6M | 0.23% | −4,478−1.8% | Reduced |
| Virtu Financial LLC | 247,787 | $19.7M | 0.62% | +247,787 | New |
| NavPoint Financial, Inc. | 256,791 | $20.4M | 7.56% | −388−0.2% | Reduced |
| Kestra Advisory Services, LLC | 258,878 | $20.6M | 0.07% | +91,292+54.5% | Added |
| Renaissance Technologies LLC | 264,100 | $21.0M | 0.03% | +112,900+74.7% | Added |
| Mirae Asset Global Investments Co., Ltd. | 269,700 | $21.4M | 0.04% | −63,000−18.9% | Reduced |
| China Universal Asset Management Co., Ltd. | 272,700 | $21.7M | 1.30% | −77,000−22.0% | Reduced |
| Evernest Financial Advisors, LLC | 274,270 | $21.8M | 4.56% | −5,454−1.9% | Reduced |
| Continuum Wealth Advisors, LLC | 275,191 | $21.9M | 7.38% | +20,538+8.1% | Added |
| AE Wealth Management LLC | 277,490 | $22.0M | 0.10% | +28,100+11.3% | Added |
| Wiley Bros.-Aintree Capital, LLC | 280,855 | $22.3M | 0.09% | +62,345+28.5% | Added |
| Baird Financial Group, Inc. | 289,546 | $23.0M | 0.03% | −4,306−1.5% | Reduced |
| Assetmark, Inc | 293,305 | $23.3M | 0.04% | −76,033−20.6% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 304,165 | $24.2M | 0.05% | −63,915−17.4% | Reduced |
| Jane Street Group, LLC | 315,903 | $25.1M | 0.02% | +315,903 | New |
| Mariner, LLC | 355,809 | $28.3M | 0.03% | +8,218+2.4% | Added |
| Oversea-Chinese Banking CORP Ltd | 373,169 | $29.6M | 0.71% | −303,464−44.8% | Reduced |
| TLT Family Holdco ULC | 377,800 | $30.0M | 4.26% | +377,800 | New |
| Mission Creek Capital Partners, Inc. | 382,931 | $30.4M | 5.35% | −1,044−0.3% | Reduced |
| Sentinel Pension Advisors Inc | 421,382 | $33.5M | 4.39% | +19,580+4.9% | Added |
| Evercore Wealth Management, LLC | 438,275 | $34.8M | 0.49% | +43,406+11.0% | Added |
| Fulton Breakefield Broenniman LLC | 451,102 | $35.8M | 2.11% | +110,159+32.3% | Added |
| Commonwealth Equity Services, LLC | 451,418 | $35.9M | 0.05% | −7,889−1.7% | Reduced |
| Creative Planning | 456,002 | $36.2M | 0.02% | −90,467−16.6% | Reduced |
| Wealthfront Advisers LLC | 458,933 | $36.4M | 0.07% | +411+0.1% | Added |
| Bangor Savings Bank | 468,405 | $37.2M | 2.74% | +397+0.1% | Added |
| CI Private Wealth, LLC | 474,192 | $37.7M | 0.05% | −7,300−1.5% | Reduced |
| American Investment Services, Inc. | 491,625 | $39.0M | 8.25% | +22,271+4.7% | Added |
| MBL Wealth, LLC | 516,616 | $41.0M | 2.80% | +5,741+1.1% | Added |
| Cetera Investment Advisers | 517,560 | $41.1M | 0.04% | +28,647+5.9% | Added |
| SBI Securities Co., Ltd. | 519,886 | $41.3M | 0.94% | −61,619−10.6% | Reduced |
| Confluence Investment Management LLC | 522,617 | $41.5M | 0.65% | +189,643+57.0% | Added |
| Greenline Partners, LLC | 523,445 | $41.6M | 4.23% | −5,833−1.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 533,694 | $42.4M | 0.02% | +110,334+26.1% | Added |
| Strategic Financial Services, Inc, | 561,408 | $44.6M | 1.95% | −22,348−3.8% | Reduced |
| Verde Servicos Internacionais S.A. | 595,207 | $47.3M | 17.32% | 00.0% | Unchanged |
| Citadel Advisors LLC | 614,789 | $48.8M | 0.03% | +468,484+320.2% | Added |
| Richard C. Young & CO., LTD. | 625,076 | $49.6M | 3.66% | −16,795−2.6% | Reduced |
| Parcion Private Wealth LLC | 628,609 | $49.9M | 2.77% | +3,006+0.5% | Added |
| Fullerton Fund Management Co Ltd. | 639,081 | $50.8M | 3.26% | +310,375+94.4% | Added |
| Diversify Wealth Management, LLC | 634,699 | $51.3M | 0.86% | −85,696−11.9% | Reduced |
| Diversify Advisory Services, LLC | 634,699 | $51.3M | 0.86% | +634,699 | New |
| Cresset Asset Management, LLC | 653,400 | $51.9M | 0.19% | −1,724−0.3% | Reduced |
| Goldman Sachs Group Inc | 663,735 | $52.7M | 0.01% | +186,496+39.1% | Added |
| Nepc LLC | 664,100 | $52.7M | 0.98% | +147,662+28.6% | Added |
| 3EDGE Asset Management, LP | 668,550 | $53.1M | 2.37% | +9,929+1.5% | Added |
| Van Eck Associates Corp | 671,036 | $53.3M | 0.03% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 722,956 | $57.4M | 0.45% | +82,376+12.9% | Added |
| Argos Wealth Advisors, LLC | 777,903 | $61.8M | 16.36% | −1,874−0.2% | Reduced |
| SNS Financial Group, LLC | 812,554 | $64.5M | 1.24% | +417,692+105.8% | Added |
| Nissay Asset Management Corp | 826,482 | $65.6M | 0.28% | −12,787−1.5% | Reduced |
| Great Valley Advisor Group, Inc. | 866,299 | $68.8M | 1.09% | +48,983+6.0% | Added |
| Rockefeller Capital Management L.P. | 902,899 | $71.7M | 0.11% | +162,628+22.0% | Added |
| Equitable Holdings, Inc. | 957,120 | $76.0M | 0.45% | +91,869+10.6% | Added |
| Toroso Investments, LLC | 978,859 | $77.7M | 0.19% | +13,146+1.4% | Added |
| Cohen & Steers, Inc. | 985,318 | $78.3M | 0.12% | −132,200−11.8% | Reduced |
| Raymond James Financial Inc | 1,057,616 | $84.0M | 0.02% | +97,442+10.1% | Added |
| JPMorgan Chase & Co | 1,120,644 | $89.0M | 0.01% | −10,314−0.9% | Reduced |
| US Bancorp | 1,124,252 | $89.3M | 0.10% | +60,083+5.6% | Added |
| Benjamin Edwards Inc | 1,126,266 | $89.4M | 0.82% | +337,469+42.8% | Added |
| Envestnet Asset Management Inc | 1,153,183 | $91.6M | 0.02% | +6,098+0.5% | Added |
| Royal Bank of Canada | 1,211,099 | $96.2M | 0.02% | −186,531−13.3% | Reduced |
| Hollow Brook Wealth Management LLC | 1,250,259 | $99.3M | 19.75% | +29,774+2.4% | Added |
| Charles Schwab Investment Management Inc | 1,288,752 | $102.4M | 0.01% | +6,498+0.5% | Added |
| Regents of the University of California | 1,438,678 | $114.3M | 2.62% | 00.0% | Unchanged |
| Asset Management One Co.,Ltd. | 1,444,626 | $114.7M | 0.29% | −41,969−2.8% | Reduced |
| Evergreen Quality Fund GP, Ltd. | 1,487,700 | $118.2M | 1.91% | −1,099,515−42.5% | Reduced |
| Gradient Investments LLC | 1,517,719 | $120.5M | 1.66% | −110,542−6.8% | Reduced |
| Advisor Group Holdings, Inc. | 1,601,335 | $127.2M | 0.15% | +10,814+0.7% | Added |
| WealthNavi Inc. | 1,614,358 | $128.2M | 1.00% | +1,516,579+1,551.0% | Added |