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 |
|---|---|---|---|---|---|
| Ares Financial Consulting, LLC | 10,081 | $800.7K | 0.57% | +2,491+32.8% | Added |
| Wedmont Private Capital | 9,833 | $799.3K | 0.02% | −944−8.8% | Reduced |
| Corecam Pte. Ltd. | 9,950 | $790.2K | 0.30% | +1,710+20.8% | Added |
| Brighton Jones LLC | 9,916 | $787.5K | 0.01% | −133−1.3% | Reduced |
| Legacy Solutions, LLC | 9,803 | $778.6K | 0.63% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 9,739 | $775.7K | 0.00% | +2,242+29.9% | Added |
| Triumph Capital Management | 9,698 | $770.2K | 0.14% | −1,575−14.0% | Reduced |
| Tradition Wealth Management, LLC | 9,645 | $766.0K | 0.05% | +1,031+12.0% | Added |
| Alpha Financial Partners, LLC | 9,550 | $758.5K | 0.40% | +1,959+25.8% | Added |
| Indiana Trust & Investment Management CO | 9,510 | $755.3K | 0.21% | +10+0.1% | Added |
| Segment Wealth Management, LLC | 9,500 | $754.5K | 0.04% | −55,500−85.4% | Reduced |
| Parallel Advisors, LLC | 9,459 | $751.2K | 0.01% | −1,826−16.2% | Reduced |
| AlphaStar Capital Management, LLC | 9,326 | $740.7K | 0.05% | +9,326 | New |
| Tokio Marine Asset Management Co Ltd | 9,300 | $738.6K | 0.02% | +1,400+17.7% | Added |
| BlackRock, Inc. | 9,248 | $734.5K | 0.00% | +100+1.1% | Added |
| Lifelong Wealth Advisors, Inc. | 9,241 | $733.9K | 0.17% | −9,193−49.9% | Reduced |
| Dynamic Advisor Solutions LLC | 9,227 | $732.8K | 0.02% | +927+11.2% | Added |
| Oakmont Advisory Group, LLC | 9,193 | $730.1K | 0.61% | +466+5.3% | Added |
| Middleton & Co Inc | 9,151 | $726.8K | 0.08% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 9,010 | $715.6K | 0.00% | +9,010 | New |
| Shepherd Financial Partners LLC | 8,973 | $712.6K | 0.06% | −145−1.6% | Reduced |
| Lederer & Associates Investment Counsel | 8,881 | $705.0K | 0.46% | +8,881 | New |
| Wealthcare Capital Management LLC | 8,788 | $697.9K | 0.07% | −505−5.4% | Reduced |
| Access Investment Management LLC | 8,759 | $695.6K | 0.18% | +4,639+112.6% | Added |
| Vigilare Wealth Management | 8,759 | $695.6K | 0.21% | +8,759 | New |
| M1 Capital Management LLC | 8,750 | $695.0K | 0.26% | −10,223−53.9% | Reduced |
| Independent Wealth Network Inc. | 8,722 | $692.7K | 0.18% | +1,849+26.9% | Added |
| Proficio Capital Partners LLC | 8,685 | $689.8K | 0.02% | 00.0% | Unchanged |
| Matrix Trust Co | 8,658 | $688.0K | 0.10% | +621+7.7% | Added |
| HSBC Holdings PLC | 8,547 | $678.8K | 0.00% | 00.0% | Unchanged |
| Alesco Advisors LLC | 8,470 | $672.7K | 0.02% | 00.0% | Unchanged |
| Theory Financial LLC | 8,470 | $672.7K | 0.21% | +1,566+22.7% | Added |
| Denver Wealth Management, Inc. | 8,421 | $668.8K | 0.19% | 00.0% | Unchanged |
| HORAN Wealth, LLC | 8,400 | $667.2K | 0.08% | −385−4.4% | Reduced |
| Creative Financial Designs Inc | 8,365 | $664.3K | 0.03% | −886−9.6% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 8,319 | $660.7K | 0.07% | −6,505−43.9% | Reduced |
| Snowden Capital Advisors LLC | 8,271 | $656.9K | 0.02% | −40.0% | Reduced |
| Crews Bank & Trust | 8,215 | $652.4K | 0.09% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 8,174 | $649.2K | 0.50% | +74+0.9% | Added |
| Fundamentun, LLC | 8,171 | $648.9K | 0.02% | +9+0.1% | Added |
| Fiscal Wisdom Wealth Management, LLC | 8,143 | $646.7K | 0.55% | +1,053+14.9% | Added |
| First National Trust Co | 8,066 | $640.6K | 0.02% | +3,687+84.2% | Added |
| Tower Bridge Advisors | 8,055 | $639.7K | 0.06% | +90+1.1% | Added |
| Auour Investments LLC | 8,053 | $639.6K | 0.18% | −4,962−38.1% | Reduced |
| Mount Yale Investment Advisors, LLC | 7,886 | $626.3K | 0.01% | +7,886 | New |
| Appleton Partners Inc | 7,848 | $623.0K | 0.04% | +45+0.6% | Added |
| GeoWealth Management, LLC | 7,833 | $622.1K | 0.02% | +7,833 | New |
| Redwood Investment Management, LLC | 7,813 | $621.0K | 0.06% | +1,200+18.1% | Added |
| Mather Group, LLC. | 7,780 | $617.9K | 0.01% | 00.0% | Unchanged |
| ArborFi Advisors, LLC | 7,660 | $608.4K | 0.44% | +1,182+18.2% | Added |
| Wedbush Securities Inc | 7,637 | $607.0K | 0.02% | −409−5.1% | Reduced |
| Axxcess Wealth Management, LLC | 7,640 | $606.8K | 0.01% | +4,530+145.7% | Added |
| Atlas Legacy Advisors, LLC | 7,640 | $606.8K | 0.09% | +7,640 | New |
| Hamilton Capital, LLC | 7,591 | $602.9K | 0.03% | +371+5.1% | Added |
| Fermata Advisors, LLC | 7,581 | $602.1K | 0.12% | +5,073+202.3% | Added |
| Smartleaf Asset Management LLC | 7,523 | $597.7K | 0.02% | 00.0% | Unchanged |
| OMNI 360 Wealth, Inc. | 7,507 | $596.2K | 0.28% | +157+2.1% | Added |
| Citigroup Inc | 7,490 | $594.9K | 0.00% | +7,268+3,273.9% | Added |
| Prosperity Consulting Group, LLC | 7,467 | $593.0K | 0.02% | +409+5.8% | Added |
| Pensionmark Financial Group, LLC | 6,381 | $591.5K | 0.01% | −1,841−22.4% | Reduced |
| Arcus Capital Partners, LLC | 7,414 | $588.8K | 0.24% | −48,193−86.7% | Reduced |
| Insigneo Advisory Services, LLC | 7,319 | $581.3K | 0.02% | −1,659−18.5% | Reduced |
| Intrua Financial, LLC | 7,257 | $576.4K | 0.05% | −4−0.1% | Reduced |
| Private Trust Co NA | 7,167 | $569.2K | 0.05% | +419+6.2% | Added |
| Curtis Wealth Management LLC | 7,114 | $565.0K | 0.48% | +141+2.0% | Added |
| Brindle & Bay Financial Advisors, LLC | 6,947 | $551.7K | 0.28% | −120,162−94.5% | Reduced |
| Marshall & Sterling Wealth Advisors Inc. | 6,895 | $547.6K | 0.32% | −278−3.9% | Reduced |
| Spectrum Planning & Advisory Services Inc. | 6,888 | $547.0K | 0.24% | −30.0% | Reduced |
| Garde Capital, Inc. | 6,823 | $541.9K | 0.02% | 00.0% | Unchanged |
| StoneX Group Inc. | 6,565 | $541.3K | 0.02% | +6,565 | New |
| Pathstone Holdings, LLC | 6,815 | $541.2K | 0.00% | +4,072+148.5% | Added |
| Burke & Herbert Bank & Trust Co | 6,769 | $537.6K | 0.13% | +3,797+127.8% | Added |
| Eldridge Investment Advisors, Inc. | 6,662 | $529.1K | 0.10% | +10+0.2% | Added |
| HB Wealth Management, LLC | 6,644 | $527.7K | 0.00% | +1,685+34.0% | Added |
| Titleist Asset Management, LLC | 6,631 | $526.6K | 0.04% | +1,548+30.5% | Added |
| Total Investment Management Inc | 6,556 | $525.4K | 0.06% | 00.0% | Unchanged |
| Tempus Wealth Planning, LLC | 6,609 | $524.9K | 0.10% | +160+2.5% | Added |
| TCG Advisory Services, LLC | 6,603 | $524.4K | 0.01% | −158−2.3% | Reduced |
| Cassilly Financial Group LLC | 6,602 | $524.3K | 0.38% | −6,345−49.0% | Reduced |
| Miller Global Investments, LLC | 6,594 | $523.7K | 0.43% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 6,497 | $519.2K | 0.03% | −108−1.6% | Reduced |
| Tactive Advisors, LLC | 6,506 | $516.7K | 0.13% | +319+5.2% | Added |
| SMI Advisory Services, LLC | 6,261 | $515.9K | 0.08% | +6,261 | New |
| Arwa LLC | 6,532 | $514.2K | 0.21% | +1,751+36.6% | Added |
| Washington Trust Co | 6,459 | $513.0K | 0.02% | +616+10.5% | Added |
| Resources Investment Advisors, LLC. | 6,371 | $506.0K | 0.00% | +1,597+33.5% | Added |
| Decker Wealth Management LLC | 6,335 | $503.1K | 0.11% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 6,328 | $502.8K | 0.13% | 00.0% | Unchanged |
| WealthPoint Financial, LLC | 6,315 | $501.5K | 0.37% | +1,063+20.2% | Added |
| Estate Planners Group, LLC | 6,291 | $499.7K | 0.23% | +2,675+74.0% | Added |
| King Wealth | 6,258 | $497.0K | 0.05% | −43−0.7% | Reduced |
| Weil Company, Inc. | 6,248 | $496.2K | 0.09% | 00.0% | Unchanged |
| Annex Advisory Services, LLC | 6,126 | $486.5K | 0.01% | −220−3.5% | Reduced |
| Global View Capital Management LLC | 6,107 | $485.0K | 0.10% | −379−5.8% | Reduced |
| Sound View Wealth Advisors Group, LLC | 6,105 | $484.9K | 0.03% | 00.0% | Unchanged |
| Verus Capital Partners, LLC | 6,097 | $484.2K | 0.03% | +1,951+47.1% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 6,030 | $478.9K | 0.13% | +1,880+45.3% | Added |
| Norden Group LLC | 6,020 | $478.1K | 0.04% | −154−2.5% | Reduced |
| Coppell Advisory Solutions LLC | 3,788 | $477.8K | 0.14% | +3,788 | New |
| Millstone Evans Group, LLC | 5,976 | $474.6K | 0.26% | −1,523−20.3% | Reduced |