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 |
|---|---|---|---|---|---|
| WFA of San Diego, LLC | 30,106 | $2.59M | 2.12% | −1,185−3.8% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 32,478 | $2.58M | 0.32% | +14,053+76.3% | Added |
| Visionary Wealth Advisors | 31,814 | $2.53M | 0.10% | +10,074+46.3% | Added |
| Sigma Planning Corp | 31,713 | $2.52M | 0.06% | +12,350+63.8% | Added |
| Boothbay Fund Management, LLC | 31,600 | $2.51M | 0.05% | −3,600−10.2% | Reduced |
| Peak Retirement Planning, Inc. | 31,598 | $2.51M | 0.40% | +31,598 | New |
| Guggenheim Capital LLC | 31,417 | $2.50M | 0.02% | +875+2.9% | Added |
| WBH Advisory Inc | 31,326 | $2.49M | 0.17% | −844−2.6% | Reduced |
| Headlands Technologies LLC | 31,269 | $2.48M | 0.26% | +31,269 | New |
| Paul R. Ried Financial Group, LLC | 30,899 | $2.45M | 1.07% | −1,756−5.4% | Reduced |
| Nwam LLC | 30,743 | $2.44M | 0.12% | +14,860+93.6% | Added |
| Holistic Planning, LLC | 30,613 | $2.43M | 0.38% | +5,878+23.8% | Added |
| Beacon Pointe Advisors, LLC | 30,199 | $2.40M | 0.01% | +2,312+8.3% | Added |
| Fidelis Capital Partners, LLC | 30,003 | $2.38M | 0.14% | +5,235+21.1% | Added |
| Fiduciary Trust Co | 29,799 | $2.37M | 0.03% | +2,060+7.4% | Added |
| Captrust Financial Advisors | 29,695 | $2.36M | 0.00% | −450−1.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 29,499 | $2.34M | 0.01% | −3,647−11.0% | Reduced |
| Action Point Financial Planning, LLC | 29,355 | $2.33M | 0.24% | +29,355 | New |
| Forbes J M & Co LLP | 29,211 | $2.32M | 0.18% | 00.0% | Unchanged |
| Aspetuck Financial Management LLC | 29,076 | $2.31M | 1.36% | +366+1.3% | Added |
| Fourth Dimension Wealth, LLC | 29,058 | $2.31M | 0.73% | +29,058 | New |
| Vertex Planning Partners, LLC | 29,047 | $2.31M | 0.34% | +6,635+29.6% | Added |
| PDS Planning, Inc | 28,787 | $2.29M | 0.13% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 28,020 | $2.23M | 1.38% | +28,020 | New |
| Q3 Asset Management | 25,152 | $2.22M | 0.41% | +25,152 | New |
| Ashton Thomas Private Wealth, LLC | 27,762 | $2.20M | 0.05% | −5,826−17.3% | Reduced |
| Independent Financial Group, LLC | 27,725 | $2.20M | 0.04% | +842+3.1% | Added |
| Choate Investment Advisors | 27,598 | $2.19M | 0.04% | 00.0% | Unchanged |
| Bravias Capital Group, LLC | 27,359 | $2.17M | 1.29% | +1,793+7.0% | Added |
| LifeGoal Wealth Advisors | 27,323 | $2.17M | 0.99% | +2,312+9.2% | Added |
| IFP Advisors, Inc | 27,158 | $2.16M | 0.04% | +1,255+4.8% | Added |
| Clark Asset Management, LLC | 27,120 | $2.15M | 0.17% | +12,770+89.0% | Added |
| SHP Wealth Management | 26,942 | $2.14M | 0.15% | +5,860+27.8% | Added |
| Harbour Investments, Inc. | 26,827 | $2.13M | 0.03% | −14,481−35.1% | Reduced |
| Genesis Wealth Advisors, LLC | 26,718 | $2.12M | 1.27% | −6,449−19.4% | Reduced |
| Myecfo, LLC | 26,651 | $2.12M | 0.80% | +2,938+12.4% | Added |
| Vaughan David Investments LLC | 26,600 | $2.11M | 0.04% | 00.0% | Unchanged |
| Brown Financial Advisors | 26,599 | $2.11M | 0.74% | −2,396−8.3% | Reduced |
| Shira Ridge Wealth Management | 26,379 | $2.10M | 0.73% | −11,951−31.2% | Reduced |
| WCG Wealth Advisors LLC | 26,259 | $2.09M | 0.05% | −260−1.0% | Reduced |
| Whittier Trust Co of Nevada Inc | 25,500 | $2.08M | 0.04% | 00.0% | Unchanged |
| Certified Advisory Corp | 26,079 | $2.07M | 0.17% | +1,224+4.9% | Added |
| Brown Miller Wealth Management, LLC | 25,958 | $2.06M | 0.52% | +1,749+7.2% | Added |
| Integrated Wealth Concepts LLC | 25,798 | $2.05M | 0.01% | +11,966+86.5% | Added |
| McNaughton Wealth Management, LLC | 25,639 | $2.04M | 0.72% | +3,151+14.0% | Added |
| Gradient Capital Advisors, LLC | 25,547 | $2.03M | 0.47% | −336−1.3% | Reduced |
| Certior Financial Group, LLC | 25,401 | $2.02M | 1.11% | +25,401 | New |
| Warren Averett Asset Management, LLC | 25,362 | $2.01M | 0.01% | +6,764+36.4% | Added |
| Kickstand Ventures, LLC. | 24,956 | $1.98M | 0.36% | −3,099−11.0% | Reduced |
| Buckingham Strategic Partners | 24,835 | $1.97M | 0.02% | −1,369−5.2% | Reduced |
| Pacific Capital Wealth Advisors, Inc | 24,776 | $1.97M | 0.30% | +16,642+204.6% | Added |
| BlackDiamond Wealth Management Inc. | 22,588 | $1.96M | 0.79% | −2,028−8.2% | Reduced |
| Mayflower Financial Advisors, LLC | 24,653 | $1.96M | 0.17% | +1,808+7.9% | Added |
| One Charles Private Wealth Services, LLC | 24,604 | $1.95M | 0.45% | −606−2.4% | Reduced |
| Sargent Investment Group, LLC | 24,507 | $1.95M | 0.23% | +882+3.7% | Added |
| Arkadios Wealth Advisors | 24,420 | $1.94M | 0.03% | +355+1.5% | Added |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 24,063 | $1.91M | 0.22% | +84+0.4% | Added |
| Curry Webb Wealth Management LLC | 23,591 | $1.87M | 0.78% | −286−1.2% | Reduced |
| Wealth Management Nebraska | 23,468 | $1.86M | 0.17% | +23,468 | New |
| Leading Edge Financial Planning LLC | 23,442 | $1.86M | 0.33% | +5,052+27.5% | Added |
| RCW Management, LLC | 23,081 | $1.83M | 1.64% | −2,075−8.2% | Reduced |
| Savvy Advisors, Inc. | 23,046 | $1.83M | 0.04% | +17,251+297.7% | Added |
| CIBC Bancorp USA Inc. | 23,020 | $1.83M | 0.00% | −991−4.1% | Reduced |
| Oxbow Advisors, LLC | 22,975 | $1.82M | 0.15% | +22,975 | New |
| Kingsview Wealth Management, LLC | 22,915 | $1.82M | 0.02% | +576+2.6% | Added |
| IFG Advisory, LLC | 22,381 | $1.78M | 0.06% | +22,381 | New |
| Pecaut & Co. | 22,268 | $1.77M | 0.54% | +16+0.1% | Added |
| Mattson Financial Services, LLC | 22,110 | $1.74M | 0.36% | −648−2.8% | Reduced |
| Hollencrest Capital Management | 21,902 | $1.74M | 0.11% | −30.0% | Reduced |
| Thrive Capital Management, LLC | 21,888 | $1.74M | 0.33% | −24,470−52.8% | Reduced |
| Valicenti Advisory Services Inc | 21,860 | $1.74M | 0.33% | +1,852+9.3% | Added |
| CacheTech Inc. | 21,843 | $1.73M | 0.28% | +8,226+60.4% | Added |
| Blue Rock Wealth Management LLC | 21,843 | $1.73M | 0.97% | +21,843 | New |
| Vista Finance, LLC | 21,605 | $1.72M | 0.96% | +11,654+117.1% | Added |
| Pennington Partners & Co., LLC | 21,582 | $1.71M | 0.55% | +21,582 | New |
| Brown Advisory Inc | 21,417 | $1.70M | 0.00% | +162+0.8% | Added |
| Green Harvest Asset Management LLC | 21,404 | $1.70M | 0.02% | −500−2.3% | Reduced |
| Clearstead Advisors, LLC | 21,157 | $1.68M | 0.02% | +2,516+13.5% | Added |
| Hegarty Advisors, LLC | 21,146 | $1.68M | 1.16% | +356+1.7% | Added |
| Carret Asset Management, LLC | 21,124 | $1.68M | 0.15% | 00.0% | Unchanged |
| Altfest L J & Co Inc | 20,974 | $1.67M | 0.16% | −10,647−33.7% | Reduced |
| Sovran Advisors, LLC | 20,611 | $1.65M | 0.12% | +531+2.6% | Added |
| Mosaic Family Wealth Partners, LLC | 20,700 | $1.64M | 0.11% | +17,730+597.0% | Added |
| Betterment LLC | 20,687 | $1.64M | 0.00% | +2,537+14.0% | Added |
| Hutchinson Capital Management | 20,343 | $1.62M | 0.28% | −5,094−20.0% | Reduced |
| Mission Wealth Management, LP | 20,336 | $1.62M | 0.02% | −4,177−17.0% | Reduced |
| Quantinno Capital Management LP | 20,322 | $1.61M | 0.00% | −4,628−18.5% | Reduced |
| Fiduciary Alliance LLC | 20,251 | $1.61M | 0.11% | +2,474+13.9% | Added |
| National Bank of Canada | 20,259 | $1.61M | 0.00% | +19,569+2,836.1% | Added |
| Medici Capital LLC | 20,200 | $1.60M | 3.14% | −2,500−11.0% | Reduced |
| Merkkuri Wealth Advisors LLC | 20,162 | $1.60M | 0.99% | +2,363+13.3% | Added |
| Savant Capital, LLC | 18,714 | $1.60M | 0.00% | +10,168+119.0% | Added |
| Paladin Wealth, LLC | 20,138 | $1.60M | 0.93% | +121+0.6% | Added |
| Eagle Global Advisors LLC | 20,100 | $1.60M | 0.05% | 00.0% | Unchanged |
| Petix & Botte Co | 20,092 | $1.60M | 0.32% | +9,865+96.5% | Added |
| Foronjy Financial LLC | 19,778 | $1.57M | 0.58% | +536+2.8% | Added |
| Medallion Wealth Advisors, LLC | 19,572 | $1.55M | 0.51% | +19,572 | New |
| Milestones Private Investment Advisors LLC | 19,523 | $1.55M | 1.23% | −15,121−43.6% | Reduced |
| Summit Financial, LLC | 19,497 | $1.55M | 0.02% | −7,264−27.1% | Reduced |
| Quartz Partners, LLC | 19,269 | $1.53M | 0.50% | −46−0.2% | Reduced |