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 |
|---|---|---|---|---|---|
| Lloyd Advisory Services, LLC. | 981 | $77.9K | 0.03% | +512+109.2% | Added |
| Country Trust Bank | 966 | $76.7K | 0.00% | +966 | New |
| Sfam, LLC | 931 | $73.9K | 0.06% | +931 | New |
| Fiduciary Advisors, Inc. | 844 | $67.0K | 0.05% | +844 | New |
| Evolution Wealth Management Inc. | 827 | $65.7K | 0.04% | 00.0% | Unchanged |
| Allied Private Wealth LLC | 739 | $59.6K | 0.04% | +739 | New |
| Glass Jacobson Investment Advisors llc | 712 | $56.5K | 0.02% | −353−33.1% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 691 | $54.9K | 0.02% | +691 | New |
| Compass Financial Management LLC | 655 | $52.6K | 0.01% | +655 | New |
| Beaird Harris Wealth Management, LLC | 662 | $52.6K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 656 | $52.1K | 0.01% | +70+11.9% | Added |
| Abound Financial, LLC | 651 | $51.7K | 0.02% | −14−2.1% | Reduced |
| First National Bank | 646 | $51.3K | 0.02% | +646 | New |
| HHM Wealth Advisors, LLC | 630 | $50.0K | 0.01% | +327+107.9% | Added |
| Barrett & Company, Inc. | 622 | $49.4K | 0.01% | 00.0% | Unchanged |
| Wells Financial Advisors INC | 600 | $47.7K | 0.44% | 00.0% | Unchanged |
| GWM Advisors LLC | 586 | $46.5K | 0.00% | −7,104−92.4% | Reduced |
| IAG Wealth Partners, LLC | 582 | $46.2K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 552 | $43.8K | 0.01% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 546 | $43.4K | 0.02% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 544 | $43.2K | 0.00% | −7−1.3% | Reduced |
| Ronald Blue Trust, Inc. | 532 | $42.3K | 0.00% | +532 | New |
| Financial Management Professionals, Inc. | 520 | $41.3K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 476 | $37.8K | 0.00% | 00.0% | Unchanged |
| Kingdom Financial Group LLC. | 454 | $36.1K | 0.01% | −15−3.2% | Reduced |
| West Paces Advisors Inc. | 452 | $35.9K | 0.01% | +452 | New |
| Financial Consulate, Inc | 450 | $35.7K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 450 | $35.7K | 0.01% | +46+11.4% | Added |
| Plante Moran Financial Advisors, LLC | 449 | $35.7K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 414 | $32.9K | 0.00% | −136−24.7% | Reduced |
| Groesbeck Investment Management Corp | 396 | $31.0K | 0.05% | +396 | New |
| Keating Financial Advisory Services, Inc. | 382 | $30.3K | 0.00% | +17+4.7% | Added |
| Consultiva Wealth Management, Corp. | 380 | $30.2K | 0.07% | +165+76.7% | Added |
| Spire Wealth Management | 351 | $27.9K | 0.00% | −4,402−92.6% | Reduced |
| TSFG, LLC | 340 | $27.0K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 314 | $25.6K | 0.01% | +10+3.3% | Added |
| Huntington National Bank | – | $24.6K | 0.00% | – | – |
| Mark Sheptoff Financial Planning, LLC | 294 | $23.4K | 0.01% | 00.0% | Unchanged |
| Bokf, NA | 289 | $23.0K | 0.00% | +39+15.6% | Added |
| City Holding Co | 281 | $22.3K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 283 | $22.0K | 0.00% | −21−6.9% | Reduced |
| Groupe la Francaise | 300 | $21.4K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 268 | $21.3K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 265 | $21.0K | 0.00% | 00.0% | Unchanged |
| Go Invest LLC | 262 | $20.8K | 0.00% | +157+149.5% | Added |
| NBC Securities, Inc. | 255 | $20.3K | 0.00% | +147+136.1% | Added |
| Salem Investment Counselors Inc | 252 | $20.0K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 250 | $19.9K | 0.00% | +250 | New |
| United Financial Planning Group LLC | 246 | $19.5K | 0.01% | +20+8.8% | Added |
| Bryn Mawr Trust Co | 236 | $18.7K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 235 | $18.7K | 0.00% | 00.0% | Unchanged |
| Commonwealth Retirement Investments LLC | 232 | $18.4K | 0.01% | +232 | New |
| Highline Wealth Partners LLC | 230 | $18.3K | 0.00% | +30+15.0% | Added |
| Main Street Group, LTD | 227 | $18.0K | 0.00% | 00.0% | Unchanged |
| Tounjian Advisory Partners, LLC | 218 | $17.3K | 0.01% | +218 | New |
| Financial Perspectives, Inc | 217 | $17.2K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 194 | $16.8K | 0.00% | +194 | New |
| Asset Dedication, LLC | 210 | $16.7K | 0.00% | 00.0% | Unchanged |
| Luminist Capital LLC | 188 | $15.9K | 0.02% | +188 | New |
| Cape Investment Advisory, Inc. | 163 | $12.9K | 0.00% | +163 | New |
| Signaturefd, LLC | 160 | $12.7K | 0.00% | −6−3.6% | Reduced |
| Vanguard Advisers Inc | 152 | $12.1K | 0.00% | +152 | New |
| Zions Bancorporation, National Association | 150 | $11.9K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 150 | $11.9K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 139 | $11.0K | 0.00% | 00.0% | Unchanged |
| Tower Trust & Investment Co | 139 | $11.0K | 0.01% | +139 | New |
| JPL Wealth Management, LLC | 126 | $10.0K | 0.00% | 00.0% | Unchanged |
| Community Financial Services Group, LLC | 110 | $8.79K | 0.00% | +110 | New |
| Prestige Wealth Management Group LLC | 109 | $8.66K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 108 | $8.58K | 0.00% | +44+68.8% | Added |
| Whittier Trust Co | 101 | $8.32K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 100 | $7.94K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 100 | $7.94K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 88 | $6.99K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 70 | $6.00K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 73 | $5.80K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 73 | $5.80K | 0.00% | +73 | New |
| First Financial Corp | 72 | $5.72K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 72 | $5.72K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 70 | $5.56K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 61 | $4.84K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 60 | $4.76K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 59 | $4.69K | 0.00% | +54+1,080.0% | Added |
| Purpose Unlimited Inc. | 58 | $4.68K | 0.00% | −713−92.5% | Reduced |
| Hillsdale Investment Management Inc. | 57 | $4.53K | 0.00% | +16+39.0% | Added |
| Montgomery Financial Services LLC | 57 | $4.53K | 0.00% | +57 | New |
| Toth Financial Advisory Corp | 55 | $4.37K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 51 | $4.05K | 0.00% | −4,763−98.9% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 50 | $3.97K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 50 | $3.97K | 0.00% | +10+25.0% | Added |
| Abound Wealth Management | 47 | $3.73K | 0.00% | −554−92.2% | Reduced |
| Clean Yield Group | 47 | $3.73K | 0.00% | +47 | New |
| American Capital Advisory, LLC | 44 | $3.50K | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 42 | $3.34K | 0.00% | −267−86.4% | Reduced |
| LifeSteps Financial, Inc. | 42 | $3.34K | 0.00% | +42 | New |
| Strategic Investment Solutions, Inc. | 41 | $3.26K | 0.00% | +21+105.0% | Added |
| Cherry Tree Wealth Management, LLC | 38 | $3.02K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 49 | $3.00K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 36 | $2.86K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 36 | $2.86K | 0.00% | −15−29.4% | Reduced |