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 |
|---|---|---|---|---|---|
| Flynn Zito Capital Management, LLC | 3,566 | $283.2K | 0.08% | +3,566 | New |
| Armstrong, Fleming & Moore, Inc | 3,560 | $282.7K | 0.09% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 3,550 | $281.9K | 0.01% | 00.0% | Unchanged |
| Clear Point Advisors Inc. | 3,549 | $281.9K | 0.25% | +3,549 | New |
| Sutton Place Investors LLC | 3,478 | $276.2K | 0.13% | −123−3.4% | Reduced |
| Brookwood Investment Group LLC | 3,448 | $273.8K | 0.03% | −90−2.5% | Reduced |
| National Wealth Management Group, LLC | 3,448 | $273.8K | 0.08% | −20−0.6% | Reduced |
| Steel Peak Wealth Management LLC | 3,445 | $273.6K | 0.01% | +526+18.0% | Added |
| Inspire Advisors, LLC | 3,423 | $272.8K | 0.02% | −679−16.6% | Reduced |
| EverSource Wealth Advisors, LLC | 3,427 | $272.2K | 0.01% | +924+36.9% | Added |
| Envestnet Portfolio Solutions, Inc. | 3,418 | $271.5K | 0.00% | −35,936−91.3% | Reduced |
| Painted Porch Advisors LLC | 3,415 | $271.2K | 0.12% | +294+9.4% | Added |
| Professional Financial Advisors, LLC | 3,386 | $268.9K | 0.05% | +60+1.8% | Added |
| Tranquility Partners, LLC | 3,383 | $268.7K | 0.09% | 00.0% | Unchanged |
| Key Financial Inc | 3,377 | $268.2K | 0.04% | +1,230+57.3% | Added |
| RDA Financial Network | 3,373 | $267.9K | 0.06% | +801+31.1% | Added |
| Stock Yards Bank & Trust Co | 3,359 | $266.8K | 0.01% | +3,359 | New |
| Walser Wealth Management Company, A Ltd Liability Co | 3,341 | $265.3K | 0.11% | +3,341 | New |
| Libra Wealth LLC | 3,331 | $264.5K | 0.07% | +3,331 | New |
| Essential Partners LLC | 3,245 | $257.7K | 0.12% | 00.0% | Unchanged |
| OxenFree Capital LLC | 3,157 | $257.0K | 0.12% | +332+11.8% | Added |
| Loomis Sayles & Co L P | 3,214 | $255.3K | 0.00% | +1,204+59.9% | Added |
| LaSalle St. Investment Advisors, LLC | 3,171 | $251.8K | 0.03% | +544+20.7% | Added |
| Camden Capital, LLC | 3,140 | $249.4K | 0.01% | +14+0.4% | Added |
| Flatrock Wealth Partners LLC | 3,137 | $249.1K | 0.10% | 00.0% | Unchanged |
| Regions Financial Corp | 3,122 | $247.9K | 0.00% | −1,597−33.8% | Reduced |
| N.E.W. Advisory Services LLC | 3,094 | $245.7K | 0.02% | +15+0.5% | Added |
| MidFirst Bank | 3,082 | $244.8K | 0.02% | 00.0% | Unchanged |
| Cypress Capital Group | 3,072 | $244.0K | 0.02% | 00.0% | Unchanged |
| Refined Wealth Management | 3,072 | $244.0K | 0.15% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 3,045 | $241.8K | 0.01% | −40−1.3% | Reduced |
| Founders Financial Alliance, LLC | 3,032 | $240.8K | 0.03% | +3,032 | New |
| Berkshire Asset Management LLC | 3,021 | $239.9K | 0.01% | +3+0.1% | Added |
| Indivisible Partners | 3,014 | $239.4K | 0.01% | −261−8.0% | Reduced |
| Invested Advisors | 3,013 | $239.3K | 0.21% | +704+30.5% | Added |
| Charter Trust Co | 3,005 | $238.7K | 0.01% | +736+32.4% | Added |
| Abacus Wealth Partners, LLC | 3,000 | $238.3K | 0.03% | 00.0% | Unchanged |
| Bouchey Financial Group Ltd | 2,980 | $236.7K | 0.02% | −130−4.2% | Reduced |
| Princeton Global Asset Management LLC | 2,965 | $235.5K | 0.03% | +545+22.5% | Added |
| HCR Wealth Advisors | 2,964 | $235.4K | 0.02% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 2,960 | $235.1K | 0.05% | +2,960 | New |
| Keel Point, LLC | 2,942 | $233.7K | 0.01% | +216+7.9% | Added |
| Kingswood Wealth Advisors, LLC | 2,929 | $232.6K | 0.01% | −82−2.7% | Reduced |
| Richardson Capital Management LLC | 2,905 | $230.7K | 0.10% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 2,897 | $230.1K | 0.00% | +69+2.4% | Added |
| Rodgers & Associates, LTD | 2,875 | $228.3K | 0.02% | 00.0% | Unchanged |
| International Private Wealth Advisors LLC | 2,872 | $228.1K | 0.12% | −244−7.8% | Reduced |
| Lansing Street Advisors | 2,870 | $227.9K | 0.05% | +386+15.5% | Added |
| Marks Group Wealth Management, Inc | 2,860 | $227.1K | 0.02% | +211+8.0% | Added |
| TownSquare Capital, LLC | 2,859 | $227.1K | 0.04% | +2,859 | New |
| Federation des caisses Desjardins du Quebec | 2,859 | $227.1K | 0.00% | −7−0.2% | Reduced |
| Impact Partnership Wealth, LLC | 2,804 | $222.7K | 0.02% | +444+18.8% | Added |
| LFG Wealth Partners, LLC | 2,790 | $221.6K | 0.10% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 2,784 | $221.1K | 0.02% | −82,024−96.7% | Reduced |
| Mason Investment Advisory Services, Inc. | 2,774 | $220.3K | 0.01% | 00.0% | Unchanged |
| Brian Low Financial Group, LLC | 2,728 | $216.7K | 0.13% | −40−1.4% | Reduced |
| Briggs Wealth Management, Inc | 2,725 | $216.4K | 0.20% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 2,654 | $215.7K | 0.02% | +2,654 | New |
| Peapack Gladstone Financial Corp | 2,712 | $215.0K | 0.00% | −52−1.9% | Reduced |
| Stonebrook Private Inc. | 2,694 | $214.0K | 0.04% | +264+10.9% | Added |
| Foundry Financial LLC | 2,694 | $213.9K | 0.07% | +2,694 | New |
| Traynor Capital Management, Inc. | 2,680 | $212.8K | 0.01% | +156+6.2% | Added |
| Birch Capital Management, LLC | 2,678 | $212.7K | 0.10% | −62−2.3% | Reduced |
| Soundwatch Capital LLC | 2,667 | $211.8K | 0.02% | 00.0% | Unchanged |
| Redhawk Wealth Advisors, Inc. | 2,650 | $210.5K | 0.02% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 2,619 | $207.9K | 0.12% | −26−1.0% | Reduced |
| Nicholas Hoffman & Company, LLC. | 2,595 | $206.1K | 0.00% | −28−1.1% | Reduced |
| Redwood Park Advisors LLC | 2,592 | $205.9K | 0.15% | +6+0.2% | Added |
| Maridea Wealth Management LLC | 2,591 | $205.8K | 0.02% | +151+6.2% | Added |
| Kaizen Financial Strategies | 2,538 | $202.8K | 0.08% | +2,538 | New |
| Hofer & Associates. Inc | 2,541 | $201.8K | 0.10% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 2,528 | $200.8K | 0.06% | +399+18.7% | Added |
| Strathmore Capital Advisors, Inc. | 2,477 | $200.2K | 0.05% | −480−16.2% | Reduced |
| Bulwark Capital Corp | 2,411 | $191.5K | 0.11% | +372+18.2% | Added |
| Bank of New Hampshire | 2,394 | $190.1K | 0.04% | +1,466+158.0% | Added |
| Community Bank, N.A. | 2,195 | $174.3K | 0.02% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 2,162 | $171.7K | 0.03% | 00.0% | Unchanged |
| Maseco LLP | 2,040 | $162.0K | 0.00% | +646+46.3% | Added |
| Tradewinds Capital Management, LLC | 2,032 | $161.4K | 0.03% | −411,895−99.5% | Reduced |
| BFSG, LLC | 1,877 | $149.1K | 0.01% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 1,791 | $142.2K | 0.10% | 00.0% | Unchanged |
| Hickory Point Bank & Trust | 1,760 | $139.8K | 0.08% | −250−12.4% | Reduced |
| Geneos Wealth Management Inc. | 1,508 | $119.8K | 0.00% | +273+22.1% | Added |
| Crewe Advisors LLC | 1,465 | $116.4K | 0.01% | +1,465 | New |
| Signature Equity Partners, LLC | 1,425 | $113.2K | 0.05% | +633+79.9% | Added |
| Private Wealth Asset Management, LLC | 1,400 | $111.2K | 0.01% | 00.0% | Unchanged |
| Deane Retirement Strategies, Inc. | 1,309 | $104.0K | 0.04% | −58−4.2% | Reduced |
| Gould Capital, LLC | 1,285 | $102.1K | 0.06% | −339−20.9% | Reduced |
| Trust Co of Vermont | 1,263 | $100.3K | 0.00% | +1,263 | New |
| First Horizon Corp | 1,256 | $99.8K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 1,227 | $97.4K | 0.52% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 1,181 | $93.8K | 0.02% | −150−11.3% | Reduced |
| Tower Research Capital LLC (TRC) | 1,127 | $89.5K | 0.00% | +118+11.7% | Added |
| WestEnd Advisors, LLC | 1,114 | $88.5K | 0.00% | +171+18.1% | Added |
| Atlantic Union Bankshares Corp | 1,099 | $87.3K | 0.00% | −338−23.5% | Reduced |
| Key Capital Management, INC | 1,098 | $87.2K | 0.04% | +514+88.0% | Added |
| Teachers Insurance & Annuity Association of America | 1,085 | $86.2K | 0.10% | 00.0% | Unchanged |
| Glassman Wealth Services | 1,084 | $86.1K | 0.01% | +1,084 | New |
| Rothschild Investment LLC | 1,075 | $85.4K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 1,025 | $81.4K | 0.01% | −13−1.3% | Reduced |