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 |
|---|---|---|---|---|---|
| Integrity Advisory Solutions, LLC | 5,905 | $469.0K | 0.05% | −2,180−27.0% | Reduced |
| Anchor Investment Management, LLC | 5,899 | $468.5K | 0.04% | 00.0% | Unchanged |
| Bauman Advisory Group, LLC | 5,878 | $466.8K | 0.25% | −10−0.2% | Reduced |
| Souders Financial Advisors | 5,860 | $465.4K | 0.05% | −150−2.5% | Reduced |
| Bartlett & Co. Wealth Management LLC | 5,768 | $458.1K | 0.01% | +5,620+3,797.3% | Added |
| Roman Butler Fullerton & Co | 5,750 | $455.2K | 0.11% | +2,256+64.6% | Added |
| Oceanside Advisors LLC | 5,673 | $450.6K | 0.23% | +146+2.6% | Added |
| Avidian Wealth Solutions, LLC | 5,563 | $441.8K | 0.01% | +617+12.5% | Added |
| Family CFO Inc | 5,543 | $440.2K | 0.17% | +859+18.3% | Added |
| Eqis Capital Management, Inc. | 5,539 | $439.9K | 0.12% | +1,957+54.6% | Added |
| HM Payson & Co | 5,511 | $437.7K | 0.01% | 00.0% | Unchanged |
| Etesian Wealth Advisors, Inc. | 5,501 | $436.9K | 0.13% | −118−2.1% | Reduced |
| VisionPoint Advisory Group, LLC | 5,492 | $436.2K | 0.07% | +3,124+131.9% | Added |
| Absolute Capital Management, LLC | 5,449 | $432.8K | 0.11% | +191+3.6% | Added |
| ShoreHaven Wealth Partners, LLC | 5,433 | $431.5K | 0.14% | 00.0% | Unchanged |
| A4 Wealth Advisors LLC | 5,410 | $429.7K | 0.29% | −6,412−54.2% | Reduced |
| B.O.S.S. Retirement Advisors, LLC | 5,388 | $427.9K | 0.12% | +258+5.0% | Added |
| GWN Securities Inc. | 5,366 | $426.2K | 0.07% | +580+12.1% | Added |
| Beacon Capital Management, LLC | 5,356 | $425.4K | 0.06% | +5,356 | New |
| Valeo Financial Advisors, LLC | 5,348 | $424.7K | 0.01% | −479−8.2% | Reduced |
| WealthPLAN Partners, LLC | 5,345 | $424.5K | 0.08% | +485+10.0% | Added |
| Manhattan West Asset Management, LLC | 5,310 | $421.7K | 0.07% | −1,003−15.9% | Reduced |
| Strategic Blueprint, LLC | 5,257 | $417.5K | 0.02% | +344+7.0% | Added |
| Equita Financial Network, Inc. | 5,212 | $413.9K | 0.11% | 00.0% | Unchanged |
| Clarity Capital Advisors, LLC | 5,197 | $412.7K | 0.17% | 00.0% | Unchanged |
| Thoroughbred Financial Services, LLC | 5,196 | $412.0K | 0.02% | +440+9.3% | Added |
| LWM Advisory Services, LLC | 5,166 | $410.3K | 0.73% | −40,327−88.6% | Reduced |
| Greenwich Wealth Management LLC | 5,164 | $410.0K | 0.01% | +201+4.0% | Added |
| Total Clarity Wealth Management, Inc. | 5,127 | $407.2K | 0.08% | −420−7.6% | Reduced |
| Financial Engines Advisors L.L.C. | 5,110 | $405.8K | 0.00% | +2,825+123.6% | Added |
| Ami Asset Management Corp | 5,069 | $402.6K | 0.02% | 00.0% | Unchanged |
| Hopwood Nicholas Hunter | 5,030 | $399.5K | 0.11% | −7,481−59.8% | Reduced |
| Financial Network Wealth Advisors LLC | 5,019 | $398.6K | 0.40% | +365+7.8% | Added |
| Aspiriant, LLC | 5,013 | $398.1K | 0.01% | +1,111+28.5% | Added |
| Fortis Capital Management LLC | 5,004 | $397.4K | 0.04% | −790−13.6% | Reduced |
| Flputnam Investment Management Co | 4,988 | $396.1K | 0.00% | −1,791−26.4% | Reduced |
| Range Advisory, LLC | 4,966 | $394.4K | 0.05% | −957−16.2% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 4,944 | $392.7K | 0.01% | −1,007−16.9% | Reduced |
| BKA Wealth Consulting, Inc. | 4,931 | $391.6K | 0.27% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 4,926 | $391.0K | 0.02% | +2,262+84.9% | Added |
| Principal Securities, Inc. | 4,848 | $385.0K | 0.00% | −1,211−20.0% | Reduced |
| Focused Alpha, LLC | 4,814 | $382.3K | 0.10% | −4,682−49.3% | Reduced |
| Crestwood Advisors Group LLC | 4,751 | $377.3K | 0.01% | −137−2.8% | Reduced |
| Capital Investment Advisory Services, LLC | 4,743 | $376.7K | 0.02% | +3+0.1% | Added |
| Regal Investment Advisors LLC | 4,731 | $375.7K | 0.02% | +94+2.0% | Added |
| Prospera Financial Services Inc | 4,666 | $370.6K | 0.01% | +817+21.2% | Added |
| Capstone Financial Advisors, Inc. | 4,664 | $370.4K | 0.02% | 00.0% | Unchanged |
| Beacon Financial Advisory LLC | 4,658 | $369.9K | 0.07% | +163+3.6% | Added |
| Hobbs Wealth Management, LLC | 4,657 | $369.9K | 0.31% | +313+7.2% | Added |
| LexAurum Advisors, LLC | 4,631 | $367.8K | 0.04% | −48−1.0% | Reduced |
| WNY Asset Management, LLC | 4,581 | $363.8K | 0.03% | −19,608−81.1% | Reduced |
| MBE Wealth Management, LLC | 4,547 | $361.1K | 0.13% | −1,471−24.4% | Reduced |
| AlTi Global, Inc. | 4,518 | $358.8K | 0.01% | 00.0% | Unchanged |
| Noesis Capital Mangement Corp | 4,494 | $356.9K | 0.04% | −10.0% | Reduced |
| Smith, Salley & Associates | 4,460 | $354.2K | 0.02% | +1,514+51.4% | Added |
| Michael B. Yongue | 4,448 | $353.3K | 0.25% | −5,209−53.9% | Reduced |
| Tfo-TDC, LLC | 4,445 | $353.0K | 0.04% | +787+21.5% | Added |
| Daymark Wealth Partners, LLC | 4,404 | $349.8K | 0.01% | −5,172−54.0% | Reduced |
| Silverlake Wealth Management LLC | 4,391 | $348.7K | 0.07% | −642−12.8% | Reduced |
| Vermillion Wealth Management, Inc. | 4,370 | $347.1K | 0.08% | −572−11.6% | Reduced |
| Aegis Wealth Management LLC | 4,335 | $344.3K | 0.16% | +890+25.8% | Added |
| Lee Financial Co | 4,220 | $335.2K | 0.04% | 00.0% | Unchanged |
| Mma Asset Management LLC | 4,213 | $334.6K | 0.11% | +300+7.7% | Added |
| Greenleaf Trust | 4,204 | $333.9K | 0.00% | 00.0% | Unchanged |
| Meredith Wealth Planning | 4,197 | $333.3K | 0.08% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 4,189 | $332.7K | 0.00% | +4,189 | New |
| Salomon & Ludwin, LLC | 4,139 | $330.8K | 0.03% | +1,618+64.2% | Added |
| Asset Allocation Strategies LLC | 4,126 | $327.7K | 0.05% | +1,016+32.7% | Added |
| Guidance Point Advisors, LLC | 4,122 | $327.4K | 0.07% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 4,059 | $322.4K | 0.02% | +1,149+39.5% | Added |
| Meeder Advisory Services, Inc. | 4,043 | $321.1K | 0.01% | +100+2.5% | Added |
| Harbor Capital Advisors, Inc. | 4,041 | $321.0K | 0.02% | −1,799−30.8% | Reduced |
| Livet Wealth, LLC | 4,040 | $320.9K | 0.19% | 00.0% | Unchanged |
| Asempa Wealth Advisors | 4,035 | $320.5K | 0.24% | −366−8.3% | Reduced |
| Ascension Capital Advisors, Inc. | 4,032 | $320.2K | 0.09% | +4,032 | New |
| Sowell Financial Services LLC | 4,026 | $319.7K | 0.01% | −76−1.9% | Reduced |
| Boston Private Wealth LLC | 4,010 | $318.5K | 0.02% | 00.0% | Unchanged |
| WealthBridge Capital Management, LLC | 3,996 | $317.4K | 0.06% | +1,049+35.6% | Added |
| Northstar Advisory Group, LLC | 3,991 | $317.0K | 0.10% | +3,991 | New |
| Bell Investment Advisors, Inc | 3,985 | $316.5K | 0.05% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 3,980 | $316.1K | 0.09% | +711+21.7% | Added |
| Genesis Private Wealth, LLC | 3,969 | $315.2K | 0.09% | +508+14.7% | Added |
| Paragon Advisors, LLC | 3,956 | $314.2K | 0.07% | −77−1.9% | Reduced |
| Angeles Wealth Management, LLC | 3,946 | $313.4K | 0.01% | 00.0% | Unchanged |
| XTX Topco Ltd | 3,912 | $310.7K | 0.00% | +883+29.2% | Added |
| Entruity Wealth, LLC | 3,900 | $309.7K | 0.20% | 00.0% | Unchanged |
| Clifford Group, LLC | 3,885 | $308.5K | 0.21% | +259+7.1% | Added |
| Invera Wealth Advisors, LLC | 3,840 | $305.0K | 0.16% | +267+7.5% | Added |
| WealthTrak Capital Management LLC | 3,806 | $302.3K | 0.20% | +676+21.6% | Added |
| LongView Wealth Management | 3,800 | $301.8K | 0.08% | +66+1.8% | Added |
| Woodmont Investment Counsel LLC | 3,778 | $300.0K | 0.02% | +3,778 | New |
| Washington Trust Advisors, Inc. | 3,733 | $296.5K | 0.02% | +785+26.6% | Added |
| MKT Advisors LLC | 3,614 | $294.2K | 0.09% | −3,644−50.2% | Reduced |
| Blue Water Asset Management | 3,694 | $293.4K | 0.09% | −42−1.1% | Reduced |
| Ignite Planners, LLC | 3,618 | $289.1K | 0.04% | +3,618 | New |
| Range Financial Group LLC | 3,628 | $288.1K | 0.08% | +1,301+55.9% | Added |
| Barnett & Company, Inc. | 3,625 | $287.9K | 0.21% | +49+1.4% | Added |
| Virtue Capital Management, LLC | 3,610 | $286.7K | 0.04% | −9−0.2% | Reduced |
| Quantum Financial Partners LLC | 3,587 | $284.9K | 0.15% | +3,587 | New |
| Oppenheimer & Co Inc | 3,573 | $283.8K | 0.00% | −15,785−81.5% | Reduced |