World Gold Trust (GLDM) — Institutional Holders, Q2 2026

922 institutional investment managers reported a GLDM position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $14.2B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.

← GLDM stock profile

GLDM in Q2 2026: what funds did

Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.

New positions

102

Added to

401

Trimmed

271

Sold out

Biggest buyers

MAI Capital ManagementNew · +7,497,358 sh+$595.4M
SBI Okasan Asset Management Ltd.Added · +6,016,060 sh+$477.8M
Arizona PSPRSNew · +3,356,524 sh+$266.6M
WealthNaviAdded · +1,516,579 sh+$120.4M
Sumitomo MitsuiAdded · +1,462,902 sh+$116.2M

Biggest sellers

EVOKE WEALTHSold out · -7,472,647 sh-$593.5M
PRINCIPAL FINANCIAL GROUPTrimmed · -1,219,137 sh-$96.8M
Evergreen Quality Fund GP, Ltd.Trimmed · -1,099,515 sh-$87.3M
Private Advisor GroupSold out · -682,057 sh-$54.2M
Quadrature Capital LtdSold out · -671,197 sh-$53.3M

GLDM 13F holders ranked 1–100 of 922

Institutional investors reporting a position in World Gold Trust on SEC Form 13F-HR for Q2 2026, ranked by reported value.
#	Institution	Shares	Value	% of portfolio	QoQShares vs Q1 2026
1	Sumitomo Mitsui#1 · 20,057,308 sh	20,057,308	$1.6B	0.91%	+7.9%
2	WELLS FARGO & COMPANY#2 · 10,614,311 sh	10,614,311	$843.0M	0.14%	+11.7%
3	MORGAN STANLEY#3 · 8,429,598 sh	8,429,598	$669.5M	0.04%	-4.3%
4	SBI Okasan Asset Management Ltd.#4 · 7,865,470 sh	7,865,470	$624.9M	20.55%	+325.3%
5	MAI Capital Management#5 · 7,497,358 sh	7,497,358	$595.4M	2.24%	New
6	BANK OF AMERICA#6 · 7,179,195 sh	7,179,195	$570.2M	0.04%	+7.6%
7	Empower Advisory Group#7 · 6,581,765 sh	6,581,765	$522.7M	1.25%	+10.6%
8	STATE STREET#8 · 3,992,972 sh	3,992,972	$317.1M	<0.01%	+14.3%
9	Resona Asset Management ,Ltd.#9 · 3,708,700 sh	3,708,700	$294.7M	1.38%	+14.6%
10	LPL Financial#10 · 3,371,974 sh	3,371,974	$267.8M	0.06%	+11.6%
11	Arizona PSPRS#11 · 3,356,524 sh	3,356,524	$266.6M	9.93%	New
12	Cassaday & Wealth Management#12 · 3,334,702 sh	3,334,702	$264.8M	4.97%	+0.2%
13	UBS Group AG#13 · 3,215,193 sh	3,215,193	$255.4M	0.03%	+4.7%
14	AMERIPRISE FINANCIAL#14 · 2,752,229 sh	2,752,229	$219.9M	0.04%	+1.4%
15	SIGNATURE ESTATE & INVESTMENT ADVISORS#15 · 2,531,014 sh	2,531,014	$201.0M	—	+7.5%
16	Sumitomo Mitsui DS Asset Management Company, Ltd#16 · 2,108,788 sh	2,108,788	$167.5M	—	+31.5%
17	Cerity Partners#17 · 2,003,763 sh	2,003,763	$159.1M	0.19%	+58.1%
18	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO#18 · 1,985,600 sh	1,985,600	$157.7M	0.46%	+30.9%
19	STIFEL FINANCIAL#19 · 1,866,900 sh	1,866,900	$148.3M	0.12%	+30.8%
20	HighTower Advisors#20 · 1,770,810 sh	1,770,810	$140.6M	0.14%	+11.6%
21	PRUDENTIAL FINANCIAL#21 · 1,751,574 sh	1,751,574	$139.1M	0.15%	+4.3%
22	MIRAE ASSET GLOBAL ETFS Ltd.#22 · 1,629,472 sh	1,629,472	$129.4M	0.15%	-9.7%
23	WealthNavi#23 · 1,614,358 sh	1,614,358	$128.2M	—	+1551.0%
24	OSAIC#24 · 1,601,335 sh	1,601,335	$127.2M	0.15%	+0.7%
25	Gradient Investments#25 · 1,517,719 sh	1,517,719	$120.5M	—	-6.8%
26	Evergreen Quality Fund GP, Ltd.#26 · 1,487,700 sh	1,487,700	$118.2M	1.91%	-42.5%
27	Asset Management One , Ltd.#27 · 1,444,626 sh	1,444,626	$114.7M	—	-2.8%
28	REGENTS OF THE UNIVERSITY OF CALIFORNIA#28 · 1,438,678 sh	1,438,678	$114.3M	—	0.0%
29	CHARLES SCHWAB INVESTMENT MANAGEMENT#29 · 1,288,752 sh	1,288,752	$102.4M	0.01%	+0.5%
30	Hollow Brook Wealth Management#30 · 1,250,259 sh	1,250,259	$99.3M	19.72%	+2.4%
31	ROYAL BANK OF CANADA#31 · 1,211,099 sh	1,211,099	$96.2M	0.01%	-13.3%
32	ENVESTNET ASSET MANAGEMENT#32 · 1,153,183 sh	1,153,183	$91.6M	0.02%	+0.5%
33	BENJAMIN EDWARDS#33 · 1,126,266 sh	1,126,266	$89.4M	0.82%	+42.8%
34	US BANCORP \DE\#34 · 1,124,252 sh	1,124,252	$89.3M	0.10%	+5.6%
35	JPMORGAN CHASE#35 · 1,120,644 sh	1,120,644	$89.0M	<0.01%	-0.9%
36	RAYMOND JAMES FINANCIAL#36 · 1,057,616 sh	1,057,616	$84.0M	0.02%	+10.1%
37	COHEN & STEERS#37 · 985,318 sh	985,318	$78.3M	0.12%	-11.8%
38	Toroso Investments#38 · 978,859 sh	978,859	$77.7M	0.13%	+1.4%
39	Equitable#39 · 957,120 sh	957,120	$76.0M	0.29%	+10.6%
40	Rockefeller Capital Management L.P.#40 · 902,899 sh	902,899	$71.7M	0.11%	+22.0%
41	GREAT VALLEY ADVISOR GROUP#41 · 866,299 sh	866,299	$68.8M	1.09%	+6.0%
42	NISSAY ASSET MANAGEMENT /JAPAN#42 · 826,482 sh	826,482	$65.6M	0.28%	-1.5%
43	SNS Financial Group#43 · 812,554 sh	812,554	$64.5M	1.24%	+105.8%
44	Argos Wealth Advisors#44 · 777,903 sh	777,903	$61.8M	16.36%	-0.2%
45	Farther Finance Advisors#45 · 722,956 sh	722,956	$57.4M	—	+12.9%
46	VAN ECK ASSOCIATES#46 · 671,036 sh	671,036	$53.3M	0.03%	0.0%
47	3EDGE Asset Management#47 · 668,550 sh	668,550	$53.1M	2.37%	+1.5%
48	NEPC#48 · 664,100 sh	664,100	$52.7M	0.98%	+28.6%
49	GOLDMAN SACHS GROUP#49 · 663,735 sh	663,735	$52.7M	<0.01%	+39.1%
50	Cresset Asset Management#50 · 653,400 sh	653,400	$51.9M	0.19%	-0.3%
51	Diversify Advisory Services#51 · 634,699 sh	634,699	$51.3M	—	New
52	DIVERSIFY WEALTH MANAGEMENT#52 · 634,699 sh	634,699	$51.3M	—	-11.9%
53	Fullerton Fund Management Ltd.#53 · 639,081 sh	639,081	$50.8M	3.26%	+94.4%
54	Parcion Private Wealth#54 · 628,609 sh	628,609	$49.9M	2.77%	+0.5%
55	CITADEL ADVISORS#55 · 614,789 sh	614,789	$48.8M	<0.01%	+320.2%
56	Verde Servicos Internacionais S.A.#56 · 595,207 sh	595,207	$47.3M	—	0.0%
57	Strategic Financial Services#57 · 561,408 sh	561,408	$44.6M	1.95%	-3.8%
58	NORTHWESTERN MUTUAL WEALTH MANAGEMENT#58 · 533,694 sh	533,694	$42.4M	0.02%	+26.1%
59	Greenline Partners#59 · 523,445 sh	523,445	$41.6M	4.23%	-1.1%
60	CONFLUENCE INVESTMENT MANAGEMENT#60 · 522,617 sh	522,617	$41.5M	—	+57.0%
61	SBI Securities , Ltd.#61 · 519,886 sh	519,886	$41.3M	—	-10.6%
62	Cetera Investment Advisers#62 · 517,560 sh	517,560	$41.1M	0.04%	+5.9%
63	MBL Wealth#63 · 516,616 sh	516,616	$41.0M	—	+1.1%
64	American Investment Services#64 · 491,625 sh	491,625	$39.0M	8.25%	+4.7%
65	Corient Private Wealth#65 · 474,192 sh	474,192	$37.7M	0.05%	-1.5%
66	Bangor Savings Bank#66 · 468,405 sh	468,405	$37.2M	—	+0.1%
67	Wealthfront Advisers#67 · 458,933 sh	458,933	$36.4M	0.07%	+0.1%
68	Creative Planning#68 · 456,002 sh	456,002	$36.2M	0.02%	-16.6%
69	COMMONWEALTH EQUITY SERVICES#69 · 451,418 sh	451,418	$35.9M	0.05%	-1.7%
70	FULTON BREAKEFIELD BROENNIMAN#70 · 451,102 sh	451,102	$35.8M	2.11%	+32.3%
71	Evercore Wealth Management#71 · 438,275 sh	438,275	$34.8M	0.49%	+11.0%
72	SENTINEL PENSION ADVISORS#72 · 421,382 sh	421,382	$33.5M	4.39%	+4.9%
73	Mission Creek Capital Partners#73 · 382,931 sh	382,931	$30.4M	5.35%	-0.3%
74	TLT Family Holdco ULC#74 · 377,800 sh	377,800	$30.0M	4.26%	New
75	OVERSEA-CHINESE BANKING Ltd#75 · 373,169 sh	373,169	$29.6M	0.64%	-44.8%
76	Mariner#76 · 355,809 sh	355,809	$28.3M	0.03%	+2.4%
77	JANE STREET GROUP#77 · 315,903 sh	315,903	$25.1M	<0.01%	New
78	Cambridge Investment Research Advisors#78 · 304,165 sh	304,165	$24.2M	0.05%	-17.4%
79	ASSETMARK#79 · 293,305 sh	293,305	$23.3M	—	-20.6%
80	Baird Financial Group#80 · 289,546 sh	289,546	$23.0M	0.03%	-1.5%
81	WILEY BROS.-AINTREE CAPITAL#81 · 280,855 sh	280,855	$22.3M	0.09%	+28.5%
82	AE Wealth Management#82 · 277,490 sh	277,490	$22.0M	0.10%	+11.3%
83	CONTINUUM WEALTH ADVISORS#83 · 275,191 sh	275,191	$21.9M	—	+8.1%
84	Evernest Financial Advisors#84 · 274,270 sh	274,270	$21.8M	4.56%	-1.9%
85	China Universal Asset Management , Ltd.#85 · 272,700 sh	272,700	$21.7M	1.30%	-22.0%
86	Mirae Asset Global Investments , Ltd.#86 · 269,700 sh	269,700	$21.4M	0.03%	-18.9%
87	RENAISSANCE TECHNOLOGIES#87 · 264,100 sh	264,100	$21.0M	0.03%	+74.7%
88	Kestra Advisory Services#88 · 258,878 sh	258,878	$20.6M	0.07%	+54.5%
89	NavPoint Financial#89 · 256,791 sh	256,791	$20.4M	—	-0.2%
90	Virtu Financial#90 · 247,787 sh	247,787	$19.7M	0.62%	New
91	Miracle Mile Advisors#91 · 246,517 sh	246,517	$19.6M	0.23%	-1.8%
92	INVESTMENT MANAGEMENT ASSOCIATES#92 · 245,796 sh	245,796	$19.5M	4.01%	New
93	Alvarez & Marsal Private Wealth Partners#93 · 240,000 sh	240,000	$19.1M	2.51%	0.0%
94	BRANDYWINE OAK PRIVATE WEALTH#94 · 238,457 sh	238,457	$18.9M	—	+7.6%
95	Timber Creek Capital Management#95 · 234,486 sh	234,486	$18.6M	3.80%	+0.3%
96	Bank of New York Mellon#96 · 227,684 sh	227,684	$18.1M	<0.01%	-69.6%
97	LTS Liquid Investments#97 · 227,562 sh	227,562	$18.1M	—	New
98	MML INVESTORS SERVICES#98 · 226,426 sh	226,426	$18.0M	0.04%	+14.8%
99	Austin Wealth Management#99 · 218,666 sh	218,666	$17.4M	3.67%	+7.5%
100	GOULD ASSET MANAGEMENT#100 · 217,970 sh	217,970	$17.3M	2.73%	+141.1%

Funds that sold out of GLDM in Q2 2026 (84)

Held GLDM at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.

Institutions that held GLDM in Q1 2026 and reported no position in Q2 2026.
Institution	Shares sold	Value in Q1 2026
EVOKE WEALTH7,472,647 sh	7,472,647	$692.6M
Private Advisor Group682,057 sh	682,057	$63.2M
Quadrature Capital Ltd671,197 sh	671,197	$62.2M
Main Street Research469,451 sh	469,451	$43.5M
Stratos Wealth Partners, LTD.225,615 sh	225,615	$20.9M
E Fund Management , Ltd.144,525 sh	144,525	$13.4M
IMC-Chicago84,600 sh	84,600	$7.8M
Beaumont Financial Advisors77,062 sh	77,062	$7.1M
Ameritas Advisory Services71,086 sh	71,086	$6.6M
Independent Advisor Alliance70,908 sh	70,908	$6.6M
SSI INVESTMENT MANAGEMENT50,910 sh	50,910	$4.7M
HORIZON FINANCIAL SERVICES34,537 sh	34,537	$3.2M
Allworth Financial27,066 sh	27,066	$2.5M
Atria Investments23,625 sh	23,625	$2.2M
SeaCrest Wealth Management23,168 sh	23,168	$2.1M
Kera Capital Partners19,768 sh	19,768	$1.8M
Robinson Value Management, Ltd.19,716 sh	19,716	$1.8M
SVRN Asset Management11,947 sh	11,947	$1.1M
Vantage Point Financial9,714 sh	9,714	$900.4K
Realta Investment Advisors7,542 sh	7,542	$699.1K
Almanack Investment Partners7,335 sh	7,335	$679.9K
CMC Financial Group6,400 sh	6,400	$593.2K
McAdam5,593 sh	5,593	$518.4K
NOVEM GROUP4,581 sh	4,581	$424.6K
Net Worth Advisory Group4,070 sh	4,070	$377.2K
Balance Wealth3,904 sh	3,904	$361.9K
C2P Capital Advisory Group, d.b.a. Prosperity Capital Ad3,855 sh	3,855	$357.3K
LeClair Wealth Partners3,736 sh	3,736	$346.3K
Astra Wealth Partners3,673 sh	3,673	$340.4K
Triad Wealth Partners3,530 sh	3,530	$327.2K
Archer Investment Management3,500 sh	3,500	$324.4K
FIRETHORN WEALTH PARTNERS3,435 sh	3,435	$318.4K
Facet Wealth3,014 sh	3,014	$279.4K
MARINO, STRAM & ASSOCIATES2,965 sh	2,965	$274.8K
Saxony Capital Management2,950 sh	2,950	$273.4K
Iron Financial2,773 sh	2,773	$257.0K
BEACON FINANCIAL GROUP2,733 sh	2,733	$253.3K
Chicago Partners Investment Group2,690 sh	2,690	$252.3K
Advisory Alpha2,686 sh	2,686	$251.2K
MARIPAU WEALTH MANAGEMENT2,709 sh	2,709	$251.1K
Fortis Capital Advisors2,689 sh	2,689	$249.2K
Financial & Tax Architects2,674 sh	2,674	$247.9K
Freestone Capital2,670 sh	2,670	$247.5K
Oregon Pacific Wealth Management2,662 sh	2,662	$246.7K
Capital Squared Financial2,655 sh	2,655	$246.1K
MONETA GROUP INVESTMENT ADVISORS2,651 sh	2,651	$245.7K
TOBIAS FINANCIAL ADVISORS2,520 sh	2,520	$233.6K
ENDEAVOR PRIVATE WEALTH2,428 sh	2,428	$225.1K
Foguth Wealth Management2,453 sh	2,453	$220.6K
Perigon Wealth Management2,379 sh	2,379	$220.5K
Bluesphere Advisors2,374 sh	2,374	$220.0K
Stone Summit Wealth2,374 sh	2,374	$220.0K
WEALTHGARDEN F.S.2,366 sh	2,366	$219.3K
Elevation Wealth Management2,319 sh	2,319	$214.9K
D'Orazio & Associates2,290 sh	2,290	$212.3K
LAUREL OAK WEALTH MANAGEMENT2,288 sh	2,288	$212.1K
KAVAR CAPITAL PARTNERS GROUP2,265 sh	2,265	$209.9K
Oasis Advisors2,261 sh	2,261	$209.6K
RITHOLTZ WEALTH MANAGEMENT2,250 sh	2,250	$208.6K
NORTHERN2,222 sh	2,222	$206.0K
SFG Wealth Management2,215 sh	2,215	$205.3K
Compass Financial Services2,214 sh	2,214	$205.2K
BRIDGES INVESTMENT MANAGEMENT2,207 sh	2,207	$204.6K
Dorsey & Whitney2,184 sh	2,184	$202.4K
EXCALIBUR MANAGEMENT2,183 sh	2,183	$202.3K
Fisher Asset Management2,173 sh	2,173	$201.5K
Blackston Financial Advisory Group2,163 sh	2,163	$200.5K
SHRIER WEALTH MANAGEMENT2,162 sh	2,162	$200.4K
QUADRANT CAPITAL GROUP2,156 sh	2,156	$148.9K
Root Financial Partners917 sh	917	$85.0K
MBM WEALTH CONSULTANTS756 sh	756	$70.1K
Sound Income Strategies655 sh	655	$61.8K
Basepoint Wealth648 sh	648	$60.1K
Evergreen Advisors534 sh	534	$49.5K
Portus Wealth Advisors198 sh	198	$18.4K
TWIN PEAKS WEALTH ADVISORS155 sh	155	$14.4K
AMERIFLEX GROUP100 sh	100	$9.3K
Clarity Asset Management81 sh	81	$7.5K
First Command Advisory Services61 sh	61	$5.7K
Sachetta34 sh	34	$3.2K
TOMPKINS FINANCIAL20 sh	20	$1.9K
Dunhill Financial17 sh	17	$1.6K
Park Square Financial Group8 sh	8	$742.00
Roble, Belko & Company4 sh	4	$0.00

Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.