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 |
|---|---|---|---|---|---|
| Gould Asset Management LLC | 217,970 | $17.3M | 2.73% | +127,580+141.1% | Added |
| Deutsche Bank AG | 214,950 | $17.1M | 0.00% | −2,850−1.3% | Reduced |
| CoreCap Advisors, LLC | 214,694 | $17.1M | 0.50% | +466+0.2% | Added |
| Summitas Investment Management LLC | 209,626 | $16.6M | 12.37% | −10,028−4.6% | Reduced |
| Quent Capital, LLC | 200,666 | $15.9M | 0.98% | +23,581+13.3% | Added |
| a16z Perennial Management, L.P. | 198,110 | $15.7M | 1.27% | +198,110 | New |
| Penserra Capital Management LLC | 195,096 | $15.5M | 0.12% | +20,680+11.9% | Added |
| Sage Private Wealth Group, LLC | 179,875 | $14.3M | 6.42% | +14,258+8.6% | Added |
| Harbor Investment Advisory, LLC | 178,090 | $14.1M | 0.99% | +7,623+4.5% | Added |
| Peak Financial Advisors LLC | 173,948 | $13.8M | 5.72% | +8,521+5.2% | Added |
| IHT Wealth Management, LLC | 172,472 | $13.7M | 0.29% | −2,917−1.7% | Reduced |
| Nottingham Advisors, Inc. | 156,625 | $13.3M | 1.58% | −7,760−4.7% | Reduced |
| Alliance Wealth Advisors, LLC | 166,580 | $13.2M | 2.49% | +166,580 | New |
| Quantum Financial Advisors, LLC | 166,254 | $13.2M | 1.31% | −7,091−4.1% | Reduced |
| Wealthcare Advisory Partners LLC | 164,826 | $13.1M | 0.25% | +1,169+0.7% | Added |
| Avid Wealth Partners LLC | 164,747 | $13.1M | 6.33% | +10,423+6.8% | Added |
| Warren Street Wealth Advisors, LLC | 162,858 | $12.9M | 2.92% | +6,685+4.3% | Added |
| January Capital Advisors LLC | 159,214 | $12.6M | 10.57% | +118,217+288.4% | Added |
| Apriem Advisors | 159,205 | $12.6M | 1.09% | +106,476+201.9% | Added |
| Buck Wealth Strategies, LLC | 159,140 | $12.6M | 1.32% | +3,127+2.0% | Added |
| Retirement Income Solutions, Inc | 129,822 | $12.0M | 2.07% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 147,721 | $12.0M | 0.02% | +17,367+13.3% | Added |
| R. W. Roge & Company, Inc. | 147,721 | $11.7M | 4.98% | +3,967+2.8% | Added |
| New Perspectives, Inc | 144,811 | $11.5M | 3.53% | −14,699−9.2% | Reduced |
| Money Concepts Capital Corp | 143,547 | $11.4M | 0.53% | +143,547 | New |
| Accretive Wealth Partners, LLC | 140,951 | $11.2M | 2.72% | +11,120+8.6% | Added |
| Lam Group, Inc. | 140,590 | $11.2M | 5.55% | +1,215+0.9% | Added |
| AQR Capital Management LLC | 139,218 | $11.1M | 0.00% | +5,170+3.9% | Added |
| Plum Street Advisors, LLC | 138,085 | $11.0M | 3.50% | +138,085 | New |
| McAlvany Wealth Management LLC | 137,885 | $11.0M | 8.19% | −21,199−13.3% | Reduced |
| Walkner Condon Financial Advisors LLC | 137,537 | $10.9M | 1.26% | +16,287+13.4% | Added |
| AA Financial Advisors, LLC | 136,361 | $10.8M | 1.30% | +53,331+64.2% | Added |
| Pitcairn Wealth Advisors LLC | 135,573 | $10.8M | 1.18% | +49,831+58.1% | Added |
| KPP Advisory Services LLC | 126,522 | $10.0M | 1.27% | +11,489+10.0% | Added |
| SRS Capital Advisors, Inc. | 123,608 | $9.82M | 0.07% | +44,346+55.9% | Added |
| Fifth Third Bancorp | 123,404 | $9.80M | 0.02% | +13,830+12.6% | Added |
| Stratos Wealth Advisors, LLC | 122,220 | $9.71M | 0.53% | +8,177+7.2% | Added |
| Allen Capital Group, LLC | 121,388 | $9.64M | 0.79% | +118,993+4,968.4% | Added |
| Inspirion Wealth Advisors, LLC | 119,119 | $9.52M | 1.09% | +754+0.6% | Added |
| Wealth Advisory Solutions, LLC | 119,715 | $9.51M | 1.95% | −268−0.2% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 117,731 | $9.38M | 0.03% | +12,750+12.1% | Added |
| AAFCPAs Wealth Management, LLC | 117,528 | $9.33M | 3.44% | +117,528 | New |
| Kraft, Davis & Associates, LLC | 114,636 | $9.22M | 1.93% | +1,250+1.1% | Added |
| RM Financial Services, LLC | 115,788 | $9.20M | 6.83% | +507+0.4% | Added |
| Napier Financial, LLC | 114,725 | $9.11M | 1.90% | −322−0.3% | Reduced |
| Truist Financial Corp | 113,781 | $9.04M | 0.01% | +9,391+9.0% | Added |
| SEI Investments Co | 113,486 | $9.01M | 0.01% | −85,561−43.0% | Reduced |
| School Employees Retirement Board of Ohio | 113,357 | $9.00M | 3.24% | +113,357 | New |
| AMJ Financial Wealth Management | 95,394 | $8.84M | 2.09% | 00.0% | Unchanged |
| Hudson Capital Management LLC | 106,828 | $8.48M | 2.05% | −1,895−1.7% | Reduced |
| Jones Financial Companies LLLP | 105,157 | $8.48M | 0.00% | +14,328+15.8% | Added |
| McMorgan & Co LLC | 105,909 | $8.41M | 1.27% | −15,309−12.6% | Reduced |
| Tidemark, LLC | 104,713 | $8.32M | 1.87% | −11,175−9.6% | Reduced |
| Main Street Financial Solutions, LLC | 104,211 | $8.28M | 0.53% | +4,217+4.2% | Added |
| Daiwa Securities Group Inc. | 104,177 | $8.27M | 0.02% | +10,423+11.1% | Added |
| Franklin Resources Inc | 103,094 | $8.19M | 0.00% | +11,981+13.1% | Added |
| Secure Asset Management, LLC | 102,922 | $8.17M | 1.15% | +102,922 | New |
| Managed Asset Portfolios, LLC | 101,567 | $8.07M | 0.92% | +1,236+1.2% | Added |
| Purus Wealth Management, LLC | 101,226 | $8.04M | 2.21% | −2,893−2.8% | Reduced |
| Zhang Financial LLC | 100,369 | $7.97M | 0.23% | +2,575+2.6% | Added |
| Pinnacle Financial Partners, Inc. | 100,221 | $7.96M | 0.05% | +1,082+1.1% | Added |
| Stansberry Asset Management, LLC | 98,737 | $7.84M | 0.72% | +4,955+5.3% | Added |
| Chatham Capital Group, Inc. | 98,062 | $7.79M | 0.99% | +760+0.8% | Added |
| Entrewealth, LLC | 92,074 | $7.74M | 2.87% | +18,418+25.0% | Added |
| Cabot Wealth Management Inc | 96,935 | $7.70M | 0.78% | +6,935+7.7% | Added |
| Park Avenue Securities LLC | 96,631 | $7.67M | 0.05% | +96,631 | New |
| Fiducient Advisors LLC | 96,619 | $7.67M | 1.10% | 00.0% | Unchanged |
| PFG Advisors | 96,161 | $7.64M | 0.38% | −6,161−6.0% | Reduced |
| Element Pointe Advisors, LLC | 95,869 | $7.61M | 1.23% | +2,070+2.2% | Added |
| Janney Montgomery Scott LLC | 95,178 | $7.56M | 0.01% | +95,178 | New |
| Versant Capital Management, Inc | 94,750 | $7.53M | 0.67% | −2,542−2.6% | Reduced |
| Baker Tilly Wealth Management, LLC | 94,227 | $7.48M | 1.61% | −5,839−5.8% | Reduced |
| Integrated Advisors Network LLC | 93,457 | $7.42M | 0.34% | +3,319+3.7% | Added |
| Wilkerson Advisory Group LLC | 91,948 | $7.30M | 2.24% | −876−0.9% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 91,749 | $7.29M | 0.19% | +541+0.6% | Added |
| Bright Financial Advisors, Inc. | 91,401 | $7.26M | 3.04% | +5,875+6.9% | Added |
| Advisory Services Network, LLC | 89,723 | $7.13M | 0.08% | +468+0.5% | Added |
| Cardinal Strategic Wealth Guidance | 89,116 | $7.08M | 1.60% | −45,107−33.6% | Reduced |
| Archford Capital Strategies, LLC | 89,093 | $7.08M | 0.72% | +5,711+6.8% | Added |
| Copley Financial Group, Inc. | 88,903 | $7.06M | 4.27% | −76,000−46.1% | Reduced |
| Glenview Trust Co | 88,233 | $7.01M | 0.10% | −420.0% | Reduced |
| Foundations Investment Advisors, LLC | 88,030 | $6.99M | 0.07% | +17,283+24.4% | Added |
| Integrity Wealth Solutions LLC | 87,645 | $6.96M | 2.57% | +462+0.5% | Added |
| Lodestar Private Asset Management LLC | 87,109 | $6.92M | 0.60% | −713−0.8% | Reduced |
| Aptus Capital Advisors, LLC | 85,953 | $6.83M | 0.05% | +115+0.1% | Added |
| Change Path, LLC | 85,682 | $6.80M | 0.15% | −24,215−22.0% | Reduced |
| Brookstone Capital Management | 85,518 | $6.79M | 0.07% | −5,963−6.5% | Reduced |
| Avos Capital Management, LLC | 81,444 | $6.47M | 2.69% | +2,030+2.6% | Added |
| Seven Post Investment Office LP | 79,348 | $6.30M | 1.79% | +8,847+12.5% | Added |
| Courier Capital LLC | 78,531 | $6.24M | 0.31% | +7,591+10.7% | Added |
| Team Financial Group, LLC | 78,500 | $6.23M | 2.65% | +3,707+5.0% | Added |
| Financial Guidance Group, Inc. | 78,428 | $6.23M | 2.33% | −1,630−2.0% | Reduced |
| DeDora Capital, Inc. | 77,348 | $6.14M | 1.34% | +8,787+12.8% | Added |
| Compass Wealth Management, LLC | 77,151 | $6.13M | 2.44% | +4,914+6.8% | Added |
| Aureum Wealth Management, LLC | 75,875 | $6.03M | 3.74% | +5,011+7.1% | Added |
| Financial Planning Navigators CORP | 75,868 | $6.03M | 2.26% | +75,868 | New |
| Kestra Private Wealth Services, LLC | 75,445 | $5.99M | 0.07% | +5,872+8.4% | Added |
| AMG National Trust Bank | 75,313 | $5.98M | 0.12% | +11,228+17.5% | Added |
| Penobscot Wealth Management | 75,295 | $5.98M | 1.60% | +12,570+20.0% | Added |
| Vestmark Advisory Solutions, Inc. | 74,190 | $5.89M | 0.06% | +15,355+26.1% | Added |