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 |
|---|---|---|---|---|---|
| Wellington-Altus USA Inc. | 16,462 | $1.53M | 1.10% | −551−3.2% | Reduced |
| Kendall Capital Management | 19,124 | $1.52M | 0.25% | +2,051+12.0% | Added |
| Diligent Investors, LLC | 19,011 | $1.51M | 0.34% | 00.0% | Unchanged |
| YHB Investment Advisors, Inc. | 18,956 | $1.51M | 0.10% | +375+2.0% | Added |
| Gambit Capital Management, LLC | 18,924 | $1.50M | 0.88% | +5,666+42.7% | Added |
| InTrack Investment Management Inc | 18,836 | $1.50M | 0.74% | +505+2.8% | Added |
| Daviman Financial, LLC | 18,435 | $1.46M | 0.81% | +1,611+9.6% | Added |
| CIBC World Markets Inc. | 18,331 | $1.46M | 0.00% | +3,152+20.8% | Added |
| Perennial Investment Advisors, LLC | 18,118 | $1.44M | 0.10% | +1,346+8.0% | Added |
| Capital Financial Group Inc | 17,623 | $1.40M | 0.73% | −13,920−44.1% | Reduced |
| Pathway Financial Advisors LLC | 16,965 | $1.38M | 0.16% | 00.0% | Unchanged |
| Capital Analysts, LLC | 17,289 | $1.37M | 0.03% | +1,359+8.5% | Added |
| Colony Group, LLC | 17,230 | $1.37M | 0.00% | +5,012+41.0% | Added |
| Copia Wealth Management | 17,155 | $1.36M | 0.82% | +1,180+7.4% | Added |
| Tocqueville Asset Management L.P. | 17,093 | $1.36M | 0.02% | +2,170+14.5% | Added |
| S. R. Schill & Associates | 16,867 | $1.34M | 0.81% | +1,521+9.9% | Added |
| Interchange Capital Partners, LLC | 16,801 | $1.33M | 0.25% | +16,801 | New |
| Wealthcare Capital Partners, LLC | 16,706 | $1.33M | 0.55% | +418+2.6% | Added |
| EP Wealth Advisors, LLC | 16,627 | $1.32M | 0.01% | +196+1.2% | Added |
| ZEGA Investments, LLC | 16,394 | $1.30M | 0.22% | −727−4.2% | Reduced |
| JBR Co Financial Management Inc | 16,379 | $1.30M | 0.47% | +5,189+46.4% | Added |
| Noble Wealth Partners LLC | 16,207 | $1.29M | 1.12% | +16,207 | New |
| Coco Enterprises, LLC | 15,681 | $1.26M | 0.64% | −206,622−92.9% | Reduced |
| Atomi Financial Group, Inc. | 15,837 | $1.26M | 0.03% | −193−1.2% | Reduced |
| Signal Advisors Wealth, LLC | 15,796 | $1.25M | 0.07% | −7,310−31.6% | Reduced |
| HighPoint Advisor Group LLC | 15,699 | $1.25M | 0.04% | +3,127+24.9% | Added |
| Standard Life Aberdeen plc | 15,683 | $1.25M | 0.00% | +803+5.4% | Added |
| Caerus Investment Advisors, LLC | 15,658 | $1.24M | 0.42% | 00.0% | Unchanged |
| Blueprint Investment Partners LLC | 15,628 | $1.24M | 0.10% | +15,628 | New |
| Blueprint Financial Advisors LLC | 15,593 | $1.24M | 0.14% | +15,593 | New |
| First Heartland Consultants, Inc. | 15,587 | $1.24M | 0.08% | +7,532+93.5% | Added |
| Belpointe Asset Management LLC | 15,548 | $1.23M | 0.04% | +7,440+91.8% | Added |
| Formidable Asset Management, LLC | 13,314 | $1.23M | 0.20% | −80−0.6% | Reduced |
| Nicolet Bankshares Inc | 15,476 | $1.23M | 0.04% | +210+1.4% | Added |
| Frederick Financial Consultants, LLC | 15,438 | $1.23M | 0.52% | +293+1.9% | Added |
| Brinker Capital Investments, LLC | 15,438 | $1.23M | 0.01% | −13,261−46.2% | Reduced |
| Kohmann Bosshard Financial Services, LLC | 15,226 | $1.21M | 0.10% | −286−1.8% | Reduced |
| First Financial Bank - Trust Division | 15,176 | $1.21M | 0.09% | 00.0% | Unchanged |
| Wealth Alliance | 15,079 | $1.20M | 0.10% | +7,663+103.3% | Added |
| FMR LLC | 14,927 | $1.19M | 0.00% | +889+6.3% | Added |
| Silver Oak Securities, Inc | 14,890 | $1.18M | 0.07% | +127+0.9% | Added |
| TD Capital Management LLC | 14,861 | $1.18M | 0.10% | +12,868+645.7% | Added |
| Valtinson Bruner Financial Planning LLC | 14,382 | $1.14M | 0.29% | +663+4.8% | Added |
| Advisor OS, LLC | 14,307 | $1.14M | 0.08% | −6,623−31.6% | Reduced |
| Maia Wealth LLC | 14,224 | $1.13M | 0.17% | −2,906−17.0% | Reduced |
| Entrust Financial LLC | 14,188 | $1.13M | 0.73% | −270−1.9% | Reduced |
| Cullen/Frost Bankers, Inc. | 14,011 | $1.11M | 0.01% | +1,224+9.6% | Added |
| Legacy Wealth Managment, LLC | 14,009 | $1.11M | 0.46% | +14,009 | New |
| Apollon Wealth Management, LLC | 13,985 | $1.11M | 0.01% | −2,941−17.4% | Reduced |
| Caldwell Trust Co | 13,886 | $1.10M | 0.09% | +1,682+13.8% | Added |
| Capital Management Associates, Inc | 13,877 | $1.10M | 0.22% | −656−4.5% | Reduced |
| Sage Mountain Advisors LLC | 13,857 | $1.10M | 0.07% | −23,559−63.0% | Reduced |
| Sheets Smith Wealth Management | 13,851 | $1.10M | 0.11% | +1,516+12.3% | Added |
| Waterloo Capital, L.P. | 13,837 | $1.10M | 0.06% | −130−0.9% | Reduced |
| Sovereign Financial Group, Inc. | 13,808 | $1.10M | 0.17% | +1,810+15.1% | Added |
| Tableaux LLC | 13,770 | $1.09M | 0.46% | −30.0% | Reduced |
| Confluence Wealth Services, Inc. | 13,744 | $1.09M | 0.03% | +13,744 | New |
| Biltmore Family Office, LLC | 13,626 | $1.08M | 0.14% | 00.0% | Unchanged |
| OneAscent Financial Services LLC | 13,471 | $1.07M | 0.05% | +6,642+97.3% | Added |
| Meridian Wealth Management, LLC | 13,414 | $1.07M | 0.03% | +245+1.9% | Added |
| Sunpointe, LLC | 13,318 | $1.06M | 0.30% | +9,125+217.6% | Added |
| Quantify Chaos Advisors, LLC | 13,267 | $1.05M | 2.97% | +30.0% | Added |
| Two Sigma Securities, LLC | 13,193 | $1.05M | 0.09% | +13,193 | New |
| XY Planning Network, Inc. | 13,183 | $1.05M | 0.13% | −3,310−20.1% | Reduced |
| Fort Washington Investment Advisors Inc | 13,101 | $1.04M | 0.01% | −500−3.7% | Reduced |
| Ausdal Financial Partners, Inc. | 13,039 | $1.04M | 0.04% | +1,663+14.6% | Added |
| Continuum Advisory, LLC | 12,767 | $1.01M | 0.08% | −3,047−19.3% | Reduced |
| Johnson Financial Group, Inc. | 12,674 | $1.01M | 0.03% | 00.0% | Unchanged |
| Graetz Wealth LLC | 12,577 | $998.8K | 0.80% | −6,634−34.5% | Reduced |
| Central Trust Co | 12,535 | $995.5K | 0.02% | +168+1.4% | Added |
| Payne Capital Management, LLC | 12,500 | $992.8K | 0.26% | +12,500 | New |
| HBW Advisory Services LLC | 12,378 | $983.1K | 0.09% | +1,482+13.6% | Added |
| Stonebridge Financial Group, LLC | 12,206 | $969.0K | 0.13% | +12,206 | New |
| Able Wealth Management LLC | 12,096 | $960.7K | 0.22% | −592−4.7% | Reduced |
| Florida Financial Advisors, LLC | 11,880 | $943.5K | 0.16% | −651−5.2% | Reduced |
| Advisor Resource Council | 11,417 | $940.6K | 0.31% | −575−4.8% | Reduced |
| Nvest Financial, LLC | 11,825 | $939.2K | 0.30% | +1,375+13.2% | Added |
| Caitlin John, LLC | 11,726 | $931.3K | 0.51% | −15,852−57.5% | Reduced |
| Cornerstone Planning Group LLC | 11,308 | $924.3K | 0.12% | +2,519+28.7% | Added |
| Kovack Advisors, Inc. | 11,568 | $919.7K | 0.04% | −239−2.0% | Reduced |
| Astoria Portfolio Advisors LLC. | 11,423 | $907.2K | 0.15% | +884+8.4% | Added |
| Richards, Merrill & Peterson, Inc. | 11,365 | $902.6K | 0.29% | +6,025+112.8% | Added |
| Acorn Wealth Advisors, LLC | 11,352 | $901.6K | 0.22% | 00.0% | Unchanged |
| Wallace Advisory Group, LLC | 11,285 | $896.3K | 0.84% | −228−2.0% | Reduced |
| Concurrent Investment Advisors, LLC | 11,232 | $892.0K | 0.01% | −66,287−85.5% | Reduced |
| 4WEALTH Advisors, Inc. | 11,114 | $883.0K | 0.68% | +1,561+16.3% | Added |
| Adviser Investments LLC | 11,107 | $882.1K | 0.01% | −3,659−24.8% | Reduced |
| RMR Wealth Builders | 10,946 | $869.3K | 0.05% | −87−0.8% | Reduced |
| Talon Private Wealth, LLC | 10,935 | $868.5K | 0.10% | +5,475+100.3% | Added |
| Focus Financial Network, Inc. | 10,910 | $866.5K | 0.03% | −4,824−30.7% | Reduced |
| JT Stratford LLC | 10,896 | $865.4K | 0.09% | −95−0.9% | Reduced |
| Ancora Advisors, LLC | 10,794 | $857.3K | 0.02% | −110−1.0% | Reduced |
| Keudell/Morrison Wealth Management | 10,779 | $856.0K | 0.16% | +65+0.6% | Added |
| Apeiron RIA LLC | 10,742 | $853.1K | 0.22% | −7,526−41.2% | Reduced |
| Advisors Capital Management, LLC | 10,719 | $851.3K | 0.01% | +3,560+49.7% | Added |
| CX Institutional | 10,676 | $848.0K | 0.02% | −336−3.1% | Reduced |
| Advyzon Investment Management, LLC | 10,644 | $845.3K | 0.06% | +1,788+20.2% | Added |
| J.W. Cole Advisors, Inc. | 10,522 | $835.7K | 0.01% | +10,522 | New |
| MSH Capital Advisors LLC | 10,188 | $809.1K | 0.14% | −228−2.2% | Reduced |
| Clear Creek Financial Management, LLC | 10,094 | $801.7K | 0.05% | −1,867−15.6% | Reduced |