World Gold Trust (GLDM) — Institutional Holders, Q2 2026 (page 2)
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 101 to 200. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
GLDM 13F holders ranked 101–200 of 922
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 101 | DEUTSCHE BANK AG\#101 · 214,950 sh | 214,950 | $17.1M | <0.01% | -1.3% |
| 102 | CoreCap Advisors#102 · 214,694 sh | 214,694 | $17.1M | — | +0.2% |
| 103 | Summitas Investment Management#103 · 209,626 sh | 209,626 | $16.6M | — | -4.6% |
| 104 | Quent Capital#104 · 200,666 sh | 200,666 | $15.9M | 0.98% | +13.3% |
| 105 | a16z Perennial Management, L.P.#105 · 198,110 sh | 198,110 | $15.7M | 1.27% | New |
| 106 | Penserra Capital Management#106 · 195,096 sh | 195,096 | $15.5M | 0.12% | +11.9% |
| 107 | SAGE PRIVATE WEALTH GROUP#107 · 179,875 sh | 179,875 | $14.3M | — | +8.6% |
| 108 | HARBOR INVESTMENT ADVISORY#108 · 178,090 sh | 178,090 | $14.1M | — | +4.5% |
| 109 | PEAK FINANCIAL ADVISORS#109 · 173,948 sh | 173,948 | $13.8M | 5.72% | +5.2% |
| 110 | IHT Wealth Management#110 · 172,472 sh | 172,472 | $13.7M | 0.29% | -1.7% |
| 111 | NOTTINGHAM ADVISORS#111 · 156,625 sh | 156,625 | $13.3M | 1.58% | -4.7% |
| 112 | Alliance Wealth Advisors#112 · 166,580 sh | 166,580 | $13.2M | 2.49% | New |
| 113 | Quantum Financial Advisors#113 · 166,254 sh | 166,254 | $13.2M | 1.31% | -4.1% |
| 114 | Wealthcare Advisory Partners#114 · 164,826 sh | 164,826 | $13.1M | — | +0.7% |
| 115 | Avid Wealth Partners#115 · 164,747 sh | 164,747 | $13.1M | 6.33% | +6.8% |
| 116 | Warren Street Wealth Advisors#116 · 162,858 sh | 162,858 | $12.9M | 2.89% | +4.3% |
| 117 | January Capital Advisors#117 · 159,214 sh | 159,214 | $12.6M | 10.57% | +288.4% |
| 118 | Apriem Advisors#118 · 159,205 sh | 159,205 | $12.6M | 1.09% | +201.9% |
| 119 | Buck Wealth Strategies#119 · 159,140 sh | 159,140 | $12.6M | 1.32% | +2.0% |
| 120 | RETIREMENT INCOME SOLUTIONS#120 · 129,822 sh | 129,822 | $12.0M | 2.07% | 0.0% |
| 121 | WEALTH ENHANCEMENT ADVISORY SERVICES#121 · 147,721 sh | 147,721 | $12.0M | — | +13.3% |
| 122 | R. W. Roge & Company#122 · 147,721 sh | 147,721 | $11.7M | 4.91% | +2.8% |
| 123 | New Perspectives#123 · 144,811 sh | 144,811 | $11.5M | — | -9.2% |
| 124 | MONEY CONCEPTS CAPITAL#124 · 143,547 sh | 143,547 | $11.4M | 0.53% | New |
| 125 | Accretive Wealth Partners#125 · 140,951 sh | 140,951 | $11.2M | 2.72% | +8.6% |
| 126 | AQR CAPITAL MANAGEMENT#126 · 139,218 sh | 139,218 | $11.1M | <0.01% | +3.9% |
| 127 | Plum Street Advisors#127 · 138,085 sh | 138,085 | $11.0M | 3.50% | New |
| 128 | McAlvany Wealth Management#128 · 137,885 sh | 137,885 | $11.0M | 8.19% | -13.3% |
| 129 | Walkner Condon Financial Advisors#129 · 137,537 sh | 137,537 | $10.9M | 1.25% | +13.4% |
| 130 | AA Financial Advisors#130 · 136,361 sh | 136,361 | $10.8M | — | +64.2% |
| 131 | Pitcairn Wealth Advisors#131 · 135,573 sh | 135,573 | $10.8M | 1.18% | +58.1% |
| 132 | KPP Advisory Services#132 · 126,522 sh | 126,522 | $10.0M | — | +10.0% |
| 133 | SRS Capital Advisors#133 · 123,608 sh | 123,608 | $9.8M | 0.07% | +55.9% |
| 134 | FIFTH THIRD BANCORP#134 · 123,404 sh | 123,404 | $9.8M | 0.02% | +12.6% |
| 135 | Stratos Wealth Advisors#135 · 122,220 sh | 122,220 | $9.7M | 0.53% | +7.2% |
| 136 | Allen Capital Group#136 · 121,388 sh | 121,388 | $9.6M | 0.78% | +4968.4% |
| 137 | INSPIRION WEALTH ADVISORS#137 · 119,119 sh | 119,119 | $9.5M | — | +0.6% |
| 138 | Wealth Advisory Solutions#138 · 119,715 sh | 119,715 | $9.5M | — | -0.2% |
| 139 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT#139 · 117,731 sh | 117,731 | $9.4M | 0.03% | +12.1% |
| 140 | AAF Wealth Management#140 · 117,528 sh | 117,528 | $9.3M | 3.44% | New |
| 141 | Kraft, Davis & Associates#141 · 114,636 sh | 114,636 | $9.2M | — | +1.1% |
| 142 | RM Financial Services#142 · 115,788 sh | 115,788 | $9.2M | 6.83% | +0.4% |
| 143 | Napier Financial#143 · 114,725 sh | 114,725 | $9.1M | 1.90% | -0.3% |
| 144 | TRUIST FINANCIAL#144 · 113,781 sh | 113,781 | $9.0M | 0.01% | +9.0% |
| 145 | SEI INVESTMENTS#145 · 113,486 sh | 113,486 | $9.0M | <0.01% | -43.0% |
| 146 | SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO#146 · 113,357 sh | 113,357 | $9.0M | — | New |
| 147 | AMJ Financial Wealth Management#147 · 95,394 sh | 95,394 | $8.8M | 2.09% | 0.0% |
| 148 | Hudson Capital Management#148 · 106,828 sh | 106,828 | $8.5M | — | -1.7% |
| 149 | JONES FINANCIAL COMPANIES LLLP#149 · 105,157 sh | 105,157 | $8.5M | <0.01% | +15.8% |
| 150 | MCMORGAN#150 · 105,909 sh | 105,909 | $8.4M | 1.27% | -12.6% |
| 151 | Tidemark#151 · 104,713 sh | 104,713 | $8.3M | 1.87% | -9.6% |
| 152 | Main Street Financial Solutions#152 · 104,211 sh | 104,211 | $8.3M | 0.53% | +4.2% |
| 153 | Daiwa Securities Group#153 · 104,177 sh | 104,177 | $8.3M | 0.02% | +11.1% |
| 154 | FRANKLIN RESOURCES#154 · 103,094 sh | 103,094 | $8.2M | <0.01% | +13.1% |
| 155 | Glenview#155 · 88,275 sh | 88,275 | $8.2M | 0.13% | 0.0% |
| 156 | Secure Asset Management#156 · 102,922 sh | 102,922 | $8.2M | — | New |
| 157 | MANAGED ASSET PORTFOLIOS#157 · 101,567 sh | 101,567 | $8.1M | 0.92% | +1.2% |
| 158 | Purus Wealth Management#158 · 101,226 sh | 101,226 | $8.0M | — | -2.8% |
| 159 | Zhang Financial#159 · 100,369 sh | 100,369 | $8.0M | 0.23% | +2.6% |
| 160 | Pinnacle Financial Partners#160 · 100,221 sh | 100,221 | $8.0M | 0.05% | +1.1% |
| 161 | STANSBERRY ASSET MANAGEMENT#161 · 98,737 sh | 98,737 | $7.8M | 0.72% | +5.3% |
| 162 | CHATHAM CAPITAL GROUP#162 · 98,062 sh | 98,062 | $7.8M | — | +0.8% |
| 163 | ENTREWEALTH#163 · 92,074 sh | 92,074 | $7.7M | — | +25.0% |
| 164 | CABOT WEALTH MANAGEMENT#164 · 96,935 sh | 96,935 | $7.7M | 0.78% | +7.7% |
| 165 | PARK AVENUE SECURITIES#165 · 96,631 sh | 96,631 | $7.7M | — | New |
| 166 | FIDUCIENT ADVISORS#166 · 96,619 sh | 96,619 | $7.7M | 1.10% | 0.0% |
| 167 | PFG Advisors#167 · 96,161 sh | 96,161 | $7.6M | — | -6.0% |
| 168 | ELEMENT POINTE ADVISORS#168 · 95,869 sh | 95,869 | $7.6M | — | +2.2% |
| 169 | Janney Montgomery Scott#169 · 95,178 sh | 95,178 | $7.6M | 0.01% | New |
| 170 | Versant Capital Management#170 · 94,750 sh | 94,750 | $7.5M | — | -2.6% |
| 171 | BAKER TILLY WEALTH MANAGEMENT#171 · 94,227 sh | 94,227 | $7.5M | — | -5.8% |
| 172 | Integrated Advisors Network#172 · 93,457 sh | 93,457 | $7.4M | — | +3.7% |
| 173 | Wilkerson Advisory Group#173 · 91,948 sh | 91,948 | $7.3M | — | -0.9% |
| 174 | Nelson, Van Denburg & Campbell Wealth Management Group#174 · 91,749 sh | 91,749 | $7.3M | — | +0.6% |
| 175 | BRIGHT FINANCIAL ADVISORS#175 · 91,401 sh | 91,401 | $7.3M | — | +6.9% |
| 176 | Advisory Services Network#176 · 89,723 sh | 89,723 | $7.1M | 0.08% | +0.5% |
| 177 | Cardinal Strategic Wealth Guidance#177 · 89,116 sh | 89,116 | $7.1M | 1.60% | -33.6% |
| 178 | Archford Capital Strategies#178 · 89,093 sh | 89,093 | $7.1M | — | +6.8% |
| 179 | Copley Financial Group#179 · 88,903 sh | 88,903 | $7.1M | 4.27% | -46.1% |
| 180 | Foundations Investment Advisors#180 · 88,030 sh | 88,030 | $7.0M | 0.07% | +24.4% |
| 181 | Integrity Wealth Solutions#181 · 87,645 sh | 87,645 | $7.0M | 2.57% | +0.5% |
| 182 | LODESTAR PRIVATE ASSET MANAGEMENT#182 · 87,109 sh | 87,109 | $6.9M | — | -0.8% |
| 183 | Aptus Capital Advisors#183 · 85,953 sh | 85,953 | $6.8M | 0.05% | +0.1% |
| 184 | CreativeOne Wealth#184 · 85,682 sh | 85,682 | $6.8M | 0.15% | -22.0% |
| 185 | Brookstone Capital Management#185 · 85,518 sh | 85,518 | $6.8M | — | -6.5% |
| 186 | Avos Capital Management#186 · 81,444 sh | 81,444 | $6.5M | 2.69% | +2.6% |
| 187 | Seven Post Investment Office#187 · 79,348 sh | 79,348 | $6.3M | — | +12.5% |
| 188 | COURIER CAPITAL#188 · 78,531 sh | 78,531 | $6.2M | — | +10.7% |
| 189 | Team Financial Group#189 · 78,500 sh | 78,500 | $6.2M | 2.65% | +5.0% |
| 190 | Financial Guidance Group#190 · 78,428 sh | 78,428 | $6.2M | — | -2.0% |
| 191 | DeDora Capital#191 · 77,348 sh | 77,348 | $6.1M | — | +12.8% |
| 192 | Compass Wealth Management#192 · 77,151 sh | 77,151 | $6.1M | 2.44% | +6.8% |
| 193 | Aureum Wealth Management#193 · 75,875 sh | 75,875 | $6.0M | — | +7.1% |
| 194 | Financial Planning Navigators#194 · 75,868 sh | 75,868 | $6.0M | — | New |
| 195 | KESTRA PRIVATE WEALTH SERVICES#195 · 75,445 sh | 75,445 | $6.0M | 0.07% | +8.4% |
| 196 | AMG National Bank#196 · 75,313 sh | 75,313 | $6.0M | 0.12% | +17.5% |
| 197 | PENOBSCOT WEALTH MANAGEMENT#197 · 75,295 sh | 75,295 | $6.0M | — | +20.0% |
| 198 | Vestmark Advisory Solutions#198 · 74,190 sh | 74,190 | $5.9M | 0.06% | +26.1% |
| 199 | Lido Advisors#199 · 74,058 sh | 74,058 | $5.9M | 0.02% | -4.8% |
| 200 | Wealthspire Advisors#200 · 73,273 sh | 73,273 | $5.8M | 0.03% | +21.0% |
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.