World Gold Trust (GLDM) — Institutional Holders, Q2 2026 (page 3)
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 201 to 300. 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 201–300 of 922
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 201 | STAPP WEALTH MANAGEMENT, PLLC#201 · 73,084 sh | 73,084 | $5.8M | — | +0.9% |
| 202 | Chatterton & Associates#202 · 70,991 sh | 70,991 | $5.8M | 3.41% | +22.1% |
| 203 | TUDOR INVESTMENT ET AL#203 · 71,374 sh | 71,374 | $5.7M | <0.01% | -26.1% |
| 204 | Lynx Investment Advisory#204 · 71,293 sh | 71,293 | $5.7M | 1.85% | -1.3% |
| 205 | Encompass More Asset Management#205 · 69,393 sh | 69,393 | $5.5M | — | -67.0% |
| 206 | Forvis Mazars Wealth Advisors#206 · 68,674 sh | 68,674 | $5.5M | — | +0.3% |
| 207 | TD Waterhouse Canada#207 · 68,171 sh | 68,171 | $5.4M | — | -8.6% |
| 208 | Compass Ion Advisors#208 · 67,152 sh | 67,152 | $5.3M | — | +1.7% |
| 209 | MONECO Advisors#209 · 66,585 sh | 66,585 | $5.3M | 0.32% | +7.9% |
| 210 | Essex Financial Services#210 · 65,431 sh | 65,431 | $5.2M | 0.26% | -2.1% |
| 211 | Global Retirement Partners#211 · 65,278 sh | 65,278 | $5.2M | 0.08% | — |
| 212 | Cedar Point Capital Partners#212 · 65,255 sh | 65,255 | $5.2M | 2.98% | +6.8% |
| 213 | Royal Harbor Partners#213 · 64,341 sh | 64,341 | $5.1M | 1.58% | +0.3% |
| 214 | Relyea Zuckerberg Hanson#214 · 63,878 sh | 63,878 | $5.1M | — | +0.8% |
| 215 | Sankala Group#215 · 58,346 sh | 58,346 | $5.0M | 3.35% | +12.2% |
| 216 | Richard P Slaughter Associates#216 · 62,554 sh | 62,554 | $5.0M | — | +9.6% |
| 217 | Upper Left Wealth Management#217 · 62,175 sh | 62,175 | $4.9M | — | -1.6% |
| 218 | LEVEL FOUR ADVISORY SERVICES#218 · 62,028 sh | 62,028 | $4.9M | 0.14% | New |
| 219 | Roan Capital Partners#219 · 61,544 sh | 61,544 | $4.9M | — | -23.9% |
| 220 | Churchill Financial Advisors#220 · 58,843 sh | 58,843 | $4.7M | — | +10.4% |
| 221 | KRAEMATON INVESTMENT ADVISORS#221 · 58,786 sh | 58,786 | $4.7M | 3.48% | -0.9% |
| 222 | KWB Wealth#222 · 58,748 sh | 58,748 | $4.7M | — | -53.1% |
| 223 | BANK OF MONTREAL#223 · 58,071 sh | 58,071 | $4.6M | <0.01% | -3.2% |
| 224 | GC Wealth Management RIA#224 · 57,375 sh | 57,375 | $4.6M | 0.26% | New |
| 225 | Empowered Funds#225 · 57,160 sh | 57,160 | $4.5M | 0.02% | +30.7% |
| 226 | Prime Capital Investment Advisors#226 · 56,929 sh | 56,929 | $4.5M | — | +7.2% |
| 227 | Welch Group#227 · 56,867 sh | 56,867 | $4.5M | 0.15% | +14.8% |
| 228 | Claro Advisors#228 · 56,739 sh | 56,739 | $4.5M | 0.47% | 0.0% |
| 229 | OakTrust Wealth Advisors#229 · 56,356 sh | 56,356 | $4.5M | 3.86% | +0.9% |
| 230 | Catalyst Capital Advisors#230 · 56,300 sh | 56,300 | $4.5M | 0.07% | 0.0% |
| 231 | Heritage Wealth Advisors#231 · 56,161 sh | 56,161 | $4.5M | 0.15% | +85.8% |
| 232 | FLAGSHIP HARBOR ADVISORS#232 · 56,160 sh | 56,160 | $4.5M | — | -11.6% |
| 233 | PALLADIEM#233 · 55,829 sh | 55,829 | $4.4M | 4.30% | New |
| 234 | Marex Group plc#234 · 55,138 sh | 55,138 | $4.4M | 0.02% | +22.5% |
| 235 | CI INVESTMENTS#235 · 55,034 sh | 55,034 | $4.4M | 0.01% | 0.0% |
| 236 | BROWN BROTHERS HARRIMAN#236 · 53,900 sh | 53,900 | $4.3M | 0.02% | +1.1% |
| 237 | Forbes Financial Planning#237 · 53,510 sh | 53,510 | $4.2M | — | -0.4% |
| 238 | Patten Group#238 · 53,393 sh | 53,393 | $4.2M | — | -0.3% |
| 239 | Modern Wealth Management#239 · 53,067 sh | 53,067 | $4.2M | 0.05% | -52.8% |
| 240 | CFS Investment Advisory Services#240 · 51,434 sh | 51,434 | $4.2M | — | -9.0% |
| 241 | Joseph Group Capital Management#241 · 52,735 sh | 52,735 | $4.2M | 0.88% | +5.5% |
| 242 | JNBA Financial Advisors#242 · 52,392 sh | 52,392 | $4.2M | 0.32% | -9.1% |
| 243 | NOMURA ASSET MANAGEMENT LTD#243 · 51,900 sh | 51,900 | $4.1M | <0.01% | +7.0% |
| 244 | Detalus Advisors#244 · 51,663 sh | 51,663 | $4.1M | — | +2.4% |
| 245 | Henderson Brothers Financial Partners#245 · 51,599 sh | 51,599 | $4.1M | 1.94% | -59.2% |
| 246 | Larson Financial Group#246 · 51,460 sh | 51,460 | $4.1M | 0.11% | +53.5% |
| 247 | DV Trading#247 · 51,431 sh | 51,431 | $4.1M | 0.13% | +70.2% |
| 248 | Stonebridge Financial Group#248 · 51,407 sh | 51,407 | $4.1M | — | +5.4% |
| 249 | Valmark Advisers#249 · 50,954 sh | 50,954 | $4.0M | 0.04% | +12.1% |
| 250 | Baker Ellis Asset Management#250 · 50,275 sh | 50,275 | $4.0M | — | -8.0% |
| 251 | Clark Capital Management Group#251 · 50,263 sh | 50,263 | $4.0M | 0.02% | -31.4% |
| 252 | Financial Enhancement Group#252 · 49,899 sh | 49,899 | $4.0M | — | +7.8% |
| 253 | SCOTIA CAPITAL#253 · 49,593 sh | 49,593 | $3.9M | 0.01% | +12.8% |
| 254 | CHOREO#254 · 49,184 sh | 49,184 | $3.9M | 0.04% | -2.6% |
| 255 | Jacobi Capital Management#255 · 48,559 sh | 48,559 | $3.9M | 0.19% | -2.8% |
| 256 | Beckerman Institutional#256 · 48,362 sh | 48,362 | $3.8M | 1.83% | -5.8% |
| 257 | INTEGRITY ALLIANCE#257 · 48,061 sh | 48,061 | $3.8M | 0.12% | -41.2% |
| 258 | Marble Harbor Investment Counsel#258 · 47,600 sh | 47,600 | $3.8M | 0.38% | -1.0% |
| 259 | Horst & Graben Wealth Management#259 · 47,121 sh | 47,121 | $3.8M | 0.50% | +18.5% |
| 260 | Bridgewater Advisors#260 · 46,238 sh | 46,238 | $3.7M | 0.20% | +0.6% |
| 261 | Intesa Sanpaolo Wealth Management#261 · 46,638 sh | 46,638 | $3.7M | 0.74% | -16.6% |
| 262 | MERCER GLOBAL ADVISORS#262 · 46,611 sh | 46,611 | $3.7M | <0.01% | +16.6% |
| 263 | Tennessee Valley Asset Management Partners#263 · 46,564 sh | 46,564 | $3.7M | 0.41% | +4.1% |
| 264 | American#264 · 45,334 sh | 45,334 | $3.7M | 0.28% | -8.3% |
| 265 | Collaborative Wealth Managment#265 · 46,477 sh | 46,477 | $3.7M | 1.55% | +21.1% |
| 266 | Apella Capital#266 · 45,276 sh | 45,276 | $3.7M | — | -5.0% |
| 267 | Gateway Wealth Partners#267 · 46,166 sh | 46,166 | $3.7M | 0.22% | -39.5% |
| 268 | Fortis Advisors#268 · 45,800 sh | 45,800 | $3.6M | 1.70% | -2.0% |
| 269 | New England Private Wealth Advisors#269 · 44,838 sh | 44,838 | $3.6M | — | +4.8% |
| 270 | Gotham Asset Management#270 · 45,236 sh | 45,236 | $3.6M | <0.01% | +37.5% |
| 271 | Mills Wealth Advisors#271 · 44,793 sh | 44,793 | $3.6M | — | +2.0% |
| 272 | Hobbs Group Advisors#272 · 43,356 sh | 43,356 | $3.4M | 0.91% | -6.9% |
| 273 | FINANCIAL LIFE ADVISORS#273 · 43,332 sh | 43,332 | $3.4M | — | -34.2% |
| 274 | Mutual Advisors#274 · 42,903 sh | 42,903 | $3.4M | 0.06% | +3.8% |
| 275 | Heritage Family Offices, LLP#275 · 41,784 sh | 41,784 | $3.3M | 1.28% | +49.0% |
| 276 | Pacific Excel Wealth Advisors#276 · 41,784 sh | 41,784 | $3.3M | 1.28% | New |
| 277 | One Wealth Advisors#277 · 41,686 sh | 41,686 | $3.3M | 0.37% | +14.2% |
| 278 | Physician Wealth Advisors#278 · 40,244 sh | 40,244 | $3.2M | — | +27.5% |
| 279 | PRINCIPAL FINANCIAL GROUP#279 · 40,205 sh | 40,205 | $3.2M | <0.01% | -96.8% |
| 280 | SENTINEL LBA#280 · 39,693 sh | 39,693 | $3.2M | 0.28% | +524.6% |
| 281 | Simplicity Wealth#281 · 39,050 sh | 39,050 | $3.1M | — | +39.9% |
| 282 | Legacy Capital Wealth Partners#282 · 39,047 sh | 39,047 | $3.1M | — | +0.4% |
| 283 | Magnolia Private Wealth#283 · 147,199 sh | 147,199 | $3.0M | 1.67% | +0.6% |
| 284 | Destiny Capital#284 · 38,055 sh | 38,055 | $3.0M | 1.41% | +205.3% |
| 285 | Global Wealth Management Investment Advisory#285 · 37,516 sh | 37,516 | $3.0M | 0.42% | -7.9% |
| 286 | CITIZENS FINANCIAL GROUP#286 · 36,803 sh | 36,803 | $2.9M | — | -2.3% |
| 287 | Western Wealth Management#287 · 35,934 sh | 35,934 | $2.9M | 0.09% | -2.3% |
| 288 | Merit Financial Group#288 · 35,912 sh | 35,912 | $2.9M | 0.02% | +4.4% |
| 289 | Portside Wealth Group#289 · 35,378 sh | 35,378 | $2.8M | — | +12.0% |
| 290 | American National Bank of Texas#290 · 35,184 sh | 35,184 | $2.8M | — | -0.8% |
| 291 | SUSQUEHANNA INTERNATIONAL GROUP, LLP#291 · 33,838 sh | 33,838 | $2.7M | <0.01% | -31.1% |
| 292 | BCM ADVISORS#292 · 33,154 sh | 33,154 | $2.7M | 0.52% | +76.4% |
| 293 | Clear Harbor Asset Management#293 · 33,409 sh | 33,409 | $2.7M | 0.16% | -6.5% |
| 294 | Hudson Oak Wealth Advisory#294 · 33,285 sh | 33,285 | $2.6M | — | -1.6% |
| 295 | Financial Planning Hawaii#295 · 33,250 sh | 33,250 | $2.6M | — | 0.0% |
| 296 | NOMURA ASSET MANAGEMENT INTERNATIONAL#296 · 33,214 sh | 33,214 | $2.6M | <0.01% | +118.0% |
| 297 | Rakuten Securities#297 · 33,090 sh | 33,090 | $2.6M | 0.61% | -10.0% |
| 298 | WFA of San Diego#298 · 30,106 sh | 30,106 | $2.6M | 2.12% | -3.8% |
| 299 | MITCHELL MCLEOD PUGH & WILLIAMS#299 · 32,478 sh | 32,478 | $2.6M | 0.32% | +76.3% |
| 300 | Visionary Wealth Advisors#300 · 31,814 sh | 31,814 | $2.5M | 0.10% | +46.3% |
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.