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 |
|---|---|---|---|---|---|
| Lido Advisors, LLC | 74,058 | $5.88M | 0.02% | −3,767−4.8% | Reduced |
| Wealthspire Advisors, LLC | 73,273 | $5.82M | 0.03% | +12,701+21.0% | Added |
| Stapp Wealth Management, PLLC | 73,084 | $5.80M | 7.58% | +645+0.9% | Added |
| Chatterton & Associates Inc. | 70,991 | $5.79M | 3.41% | +12,840+22.1% | Added |
| Tudor Investment Corp Et Al | 71,374 | $5.67M | 0.02% | −25,222−26.1% | Reduced |
| Lynx Investment Advisory | 71,293 | $5.66M | 1.86% | −935−1.3% | Reduced |
| Encompass More Asset Management | 69,393 | $5.51M | 0.81% | −140,635−67.0% | Reduced |
| BKD Wealth Advisors, LLC | 68,674 | $5.45M | 0.09% | +238+0.3% | Added |
| TD Waterhouse Canada Inc. | 68,171 | $5.44M | 0.01% | −6,416−8.6% | Reduced |
| Compass Ion Advisors, LLC | 67,152 | $5.33M | 0.46% | +1,119+1.7% | Added |
| MONECO Advisors, LLC | 66,585 | $5.29M | 0.32% | +4,847+7.9% | Added |
| Essex Financial Services, Inc. | 65,431 | $5.20M | 0.26% | −1,408−2.1% | Reduced |
| Global Retirement Partners, LLC | 65,278 | $5.18M | 0.08% | +65,278 | New |
| Cedar Point Capital Partners, LLC | 65,255 | $5.18M | 2.98% | +4,159+6.8% | Added |
| Royal Harbor Partners, LLC | 64,341 | $5.11M | 1.58% | +210+0.3% | Added |
| Relyea Zuckerberg Hanson LLC | 63,878 | $5.07M | 0.42% | +478+0.8% | Added |
| Sankala Group LLC | 58,346 | $5.03M | 3.35% | +6,335+12.2% | Added |
| Richard P Slaughter Associates Inc | 62,554 | $4.97M | 0.99% | +5,455+9.6% | Added |
| Upper Left Wealth Management, LLC | 62,175 | $4.94M | 2.74% | −1,025−1.6% | Reduced |
| Level Four Advisory Services, LLC | 62,028 | $4.93M | 0.14% | +62,028 | New |
| Roan Capital Partners | 61,544 | $4.89M | 4.05% | −19,286−23.9% | Reduced |
| Churchill Financial Advisors, LLC | 58,843 | $4.67M | 0.90% | +5,543+10.4% | Added |
| Kraematon Investment Advisors, Inc | 58,786 | $4.67M | 3.48% | −555−0.9% | Reduced |
| KWB Wealth | 58,748 | $4.67M | 0.40% | −66,411−53.1% | Reduced |
| Bank of Montreal | 58,071 | $4.61M | 0.00% | −1,920−3.2% | Reduced |
| Catalytic Wealth RIA, LLC | 57,375 | $4.56M | 0.26% | +57,375 | New |
| Empowered Funds, LLC | 57,160 | $4.54M | 0.02% | +13,423+30.7% | Added |
| Prime Capital Investment Advisors, LLC | 56,929 | $4.52M | 0.04% | +3,800+7.2% | Added |
| Welch Group, LLC | 56,867 | $4.52M | 0.15% | +7,346+14.8% | Added |
| Claro Advisors LLC | 56,739 | $4.51M | 0.47% | +30.0% | Added |
| OakTrust Wealth Advisors, LLC | 56,356 | $4.48M | 3.86% | +494+0.9% | Added |
| Catalyst Capital Advisors LLC | 56,300 | $4.47M | 0.07% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 56,161 | $4.46M | 0.15% | +25,929+85.8% | Added |
| Flagship Harbor Advisors, LLC | 56,160 | $4.46M | 0.17% | −7,395−11.6% | Reduced |
| Palladiem, LLC | 55,829 | $4.43M | 4.30% | +55,829 | New |
| Marex Group plc | 55,138 | $4.38M | 0.03% | +10,142+22.5% | Added |
| Ci Investments Inc. | 55,034 | $4.37M | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 53,900 | $4.28M | 0.02% | +586+1.1% | Added |
| Forbes Financial Planning, Inc. | 53,510 | $4.25M | 2.28% | −236−0.4% | Reduced |
| Patten Group, Inc. | 53,393 | $4.24M | 0.66% | −166−0.3% | Reduced |
| Modern Wealth Management, LLC | 53,067 | $4.21M | 0.05% | −59,265−52.8% | Reduced |
| CFS Investment Advisory Services, LLC | 51,434 | $4.19M | 0.28% | −5,086−9.0% | Reduced |
| Joseph Group Capital Management | 52,735 | $4.19M | 0.88% | +2,738+5.5% | Added |
| JNBA Financial Advisors | 52,392 | $4.16M | 0.31% | −5,269−9.1% | Reduced |
| Nomura Asset Management Co Ltd | 51,900 | $4.12M | 0.01% | +3,400+7.0% | Added |
| Detalus Advisors, LLC | 51,663 | $4.10M | 0.80% | +1,197+2.4% | Added |
| Henderson Brothers Financial Partners, LLC | 51,599 | $4.10M | 1.94% | −74,841−59.2% | Reduced |
| Larson Financial Group LLC | 51,460 | $4.09M | 0.11% | +17,945+53.5% | Added |
| DV Trading LLC | 51,431 | $4.08M | 0.34% | +21,208+70.2% | Added |
| Stonebridge Financial Group, LLC | 51,407 | $4.08M | 0.31% | +2,651+5.4% | Added |
| Valmark Advisers, Inc. | 50,954 | $4.05M | 0.04% | +5,506+12.1% | Added |
| Baker Ellis Asset Management LLC | 50,275 | $3.99M | 0.41% | −4,390−8.0% | Reduced |
| Clark Capital Management Group, Inc. | 50,263 | $3.99M | 0.02% | −23,000−31.4% | Reduced |
| Financial Enhancement Group LLC | 49,899 | $3.96M | 0.47% | +3,616+7.8% | Added |
| Scotia Capital Inc. | 49,593 | $3.94M | 0.01% | +5,624+12.8% | Added |
| RSM US Wealth Management LLC | 49,184 | $3.91M | 0.04% | −1,322−2.6% | Reduced |
| Jacobi Capital Management LLC | 48,559 | $3.86M | 0.19% | −1,404−2.8% | Reduced |
| Beckerman Institutional, LLC | 48,362 | $3.84M | 1.83% | −2,982−5.8% | Reduced |
| Integrity Alliance, LLC. | 48,061 | $3.82M | 0.12% | −33,719−41.2% | Reduced |
| Marble Harbor Investment Counsel, LLC | 47,600 | $3.78M | 0.38% | −500−1.0% | Reduced |
| Horst & Graben Wealth Management LLC | 47,121 | $3.77M | 0.50% | +7,364+18.5% | Added |
| Bridgewater Advisors Inc. | 46,238 | $3.71M | 0.20% | +280+0.6% | Added |
| Intesa Sanpaolo Wealth Management | 46,638 | $3.70M | 0.74% | −9,295−16.6% | Reduced |
| Mercer Global Advisors Inc | 46,611 | $3.70M | 0.00% | +6,634+16.6% | Added |
| Tennessee Valley Asset Management Partners | 46,564 | $3.70M | 0.41% | +1,840+4.1% | Added |
| American Trust | 45,334 | $3.70M | 0.28% | −4,127−8.3% | Reduced |
| Collaborative Wealth Managment Inc. | 46,477 | $3.69M | 1.55% | +8,098+21.1% | Added |
| Apella Capital, LLC | 45,276 | $3.69M | 0.05% | −2,393−5.0% | Reduced |
| Gateway Wealth Partners, LLC | 46,166 | $3.67M | 0.22% | −30,112−39.5% | Reduced |
| Fortis Advisors, LLC | 45,800 | $3.64M | 1.70% | −956−2.0% | Reduced |
| New England Private Wealth Advisors LLC | 44,838 | $3.60M | 0.35% | +2,042+4.8% | Added |
| Gotham Asset Management, LLC | 45,236 | $3.59M | 0.01% | +12,335+37.5% | Added |
| Mills Wealth Advisors LLC | 44,793 | $3.56M | 1.12% | +865+2.0% | Added |
| Hobbs Group Advisors, LLC | 43,356 | $3.44M | 0.91% | −3,191−6.9% | Reduced |
| Financial Life Advisors | 43,332 | $3.44M | 0.98% | −22,528−34.2% | Reduced |
| Mutual Advisors, LLC | 42,903 | $3.41M | 0.06% | +1,587+3.8% | Added |
| Heritage Family Offices, LLP | 41,784 | $3.32M | 1.28% | +13,740+49.0% | Added |
| Pacific Excel Wealth Advisors, Inc. | 41,784 | $3.32M | 1.28% | +41,784 | New |
| One Wealth Advisors, LLC | 41,686 | $3.31M | 0.37% | +5,181+14.2% | Added |
| UMA Financial Services, Inc. | 40,244 | $3.20M | 0.38% | +8,686+27.5% | Added |
| Principal Financial Group Inc | 40,205 | $3.19M | 0.00% | −1,219,137−96.8% | Reduced |
| Sentinel Trust Co Lba | 39,693 | $3.15M | 0.28% | +33,338+524.6% | Added |
| Simplicity Wealth,LLC | 39,050 | $3.10M | 0.10% | +11,141+39.9% | Added |
| Legacy Capital Wealth Partners, LLC | 39,047 | $3.10M | 0.59% | +149+0.4% | Added |
| Magnolia Private Wealth, LLC | 147,199 | $3.05M | 1.67% | +842+0.6% | Added |
| Destiny Capital Corp | 38,055 | $3.02M | 1.41% | +25,591+205.3% | Added |
| Global Wealth Management Investment Advisory, Inc. | 37,516 | $2.98M | 0.42% | −3,219−7.9% | Reduced |
| Citizens Financial Group Inc | 36,803 | $2.92M | 0.04% | −851−2.3% | Reduced |
| Western Wealth Management, LLC | 35,934 | $2.85M | 0.09% | −857−2.3% | Reduced |
| Merit Financial Group, LLC | 35,912 | $2.85M | 0.02% | +1,511+4.4% | Added |
| Horizon Financial Services, LLC | 35,808 | $2.84M | 1.09% | +1,271+3.7% | Added |
| Portside Wealth Group, LLC | 35,378 | $2.81M | 0.33% | +3,787+12.0% | Added |
| American National Bank of Texas | 35,184 | $2.79M | 2.55% | −273−0.8% | Reduced |
| Susquehanna International Group, LLP | 33,838 | $2.69M | 0.00% | −15,286−31.1% | Reduced |
| BCM Advisors, LLC | 33,154 | $2.66M | 0.52% | +14,361+76.4% | Added |
| Clear Harbor Asset Management, LLC | 33,409 | $2.65M | 0.17% | −2,320−6.5% | Reduced |
| Hudson Oak Wealth Advisory LLC | 33,285 | $2.64M | 2.04% | −538−1.6% | Reduced |
| Financial Planning Hawaii, Inc. | 33,250 | $2.64M | 1.42% | 00.0% | Unchanged |
| Nomura Asset Management International Inc. | 33,214 | $2.64M | 0.00% | +17,981+118.0% | Added |
| Rakuten Securities, Inc. | 33,090 | $2.63M | 0.61% | −3,695−10.0% | Reduced |