World Gold Trust (GLDM) — Institutional Holders, Q2 2026 (page 4)
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 301 to 400. 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 301–400 of 922
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 301 | Sigma Planning#301 · 31,713 sh | 31,713 | $2.5M | — | +63.8% |
| 302 | BOOTHBAY FUND MANAGEMENT#302 · 31,600 sh | 31,600 | $2.5M | 0.03% | -10.2% |
| 303 | Peak Retirement Planning#303 · 31,598 sh | 31,598 | $2.5M | 0.40% | New |
| 304 | GUGGENHEIM CAPITAL#304 · 31,417 sh | 31,417 | $2.5M | 0.02% | +2.9% |
| 305 | WBH ADVISORY#305 · 31,326 sh | 31,326 | $2.5M | 0.17% | -2.6% |
| 306 | Headlands Technologies#306 · 31,269 sh | 31,269 | $2.5M | 0.26% | New |
| 307 | Paul R. Ried Financial Group#307 · 30,899 sh | 30,899 | $2.5M | 1.07% | -5.4% |
| 308 | NWAM#308 · 30,743 sh | 30,743 | $2.4M | 0.12% | +93.6% |
| 309 | UPTICK PARTNERS#309 · 30,613 sh | 30,613 | $2.4M | 0.38% | +23.8% |
| 310 | Beacon Pointe Advisors#310 · 30,199 sh | 30,199 | $2.4M | 0.01% | +8.3% |
| 311 | Fidelis Capital Partners#311 · 30,003 sh | 30,003 | $2.4M | 0.14% | +21.1% |
| 312 | FIDUCIARY#312 · 29,799 sh | 29,799 | $2.4M | 0.03% | +7.4% |
| 313 | CAPTRUST FINANCIAL ADVISORS#313 · 29,695 sh | 29,695 | $2.4M | <0.01% | -1.5% |
| 314 | Steward Partners Investment Advisory#314 · 29,499 sh | 29,499 | $2.3M | 0.01% | -11.0% |
| 315 | ACTION POINT FINANCIAL PLANNING#315 · 29,355 sh | 29,355 | $2.3M | 0.24% | New |
| 316 | FORBES J M & LLP#316 · 29,211 sh | 29,211 | $2.3M | — | 0.0% |
| 317 | Integrated Wealth Concepts#317 · 29,171 sh | 29,171 | $2.3M | 0.01% | +110.9% |
| 318 | Aspetuck Financial Management#318 · 29,076 sh | 29,076 | $2.3M | 1.36% | +1.3% |
| 319 | Fourth Dimension Wealth#319 · 29,058 sh | 29,058 | $2.3M | 0.73% | New |
| 320 | Vertex Planning Partners#320 · 29,047 sh | 29,047 | $2.3M | 0.34% | +29.6% |
| 321 | PDS Planning#321 · 28,787 sh | 28,787 | $2.3M | 0.13% | 0.0% |
| 322 | MACROVIEW INVESTMENT MANAGEMENT#322 · 28,020 sh | 28,020 | $2.2M | — | New |
| 323 | Q3 Asset Management#323 · 25,152 sh | 25,152 | $2.2M | 0.41% | New |
| 324 | Ashton Thomas Private Wealth#324 · 27,762 sh | 27,762 | $2.2M | 0.05% | -17.3% |
| 325 | INDEPENDENT FINANCIAL GROUP#325 · 27,725 sh | 27,725 | $2.2M | — | +10.6% |
| 326 | Choate Investment Advisors#326 · 27,598 sh | 27,598 | $2.2M | 0.04% | 0.0% |
| 327 | Bravias Capital Group#327 · 27,359 sh | 27,359 | $2.2M | 1.29% | +7.0% |
| 328 | LifeGoal Investments#328 · 27,323 sh | 27,323 | $2.2M | — | +9.2% |
| 329 | IFP Advisors#329 · 27,158 sh | 27,158 | $2.2M | — | +4.8% |
| 330 | Clark Asset Management#330 · 27,120 sh | 27,120 | $2.2M | — | +89.0% |
| 331 | SHP Wealth Management#331 · 26,942 sh | 26,942 | $2.1M | 0.15% | +27.8% |
| 332 | HARBOUR INVESTMENTS#332 · 26,827 sh | 26,827 | $2.1M | 0.03% | -35.1% |
| 333 | Genesis Wealth Advisors#333 · 26,718 sh | 26,718 | $2.1M | 1.27% | -19.4% |
| 334 | MYECFO#334 · 26,651 sh | 26,651 | $2.1M | — | +12.4% |
| 335 | VAUGHAN DAVID INVESTMENTS#335 · 26,600 sh | 26,600 | $2.1M | 0.04% | 0.0% |
| 336 | Brown Financial Advisors#336 · 26,599 sh | 26,599 | $2.1M | 0.74% | -8.3% |
| 337 | Shira Ridge Wealth Management#337 · 26,379 sh | 26,379 | $2.1M | — | -31.2% |
| 338 | WCG Wealth Advisors#338 · 26,259 sh | 26,259 | $2.1M | 0.05% | -1.0% |
| 339 | WHITTIER OF NEVADA#339 · 25,500 sh | 25,500 | $2.1M | 0.04% | 0.0% |
| 340 | Certified Advisory#340 · 26,079 sh | 26,079 | $2.1M | 0.17% | +4.9% |
| 341 | Brown Miller Wealth Management#341 · 25,958 sh | 25,958 | $2.1M | 0.52% | +7.2% |
| 342 | McNaughton Wealth Management#342 · 25,639 sh | 25,639 | $2.0M | — | +14.0% |
| 343 | Gradient Capital Advisors#343 · 25,547 sh | 25,547 | $2.0M | — | -1.3% |
| 344 | CERTIOR FINANCIAL GROUP#344 · 25,401 sh | 25,401 | $2.0M | — | New |
| 345 | Waverly Advisors#345 · 25,362 sh | 25,362 | $2.0M | 0.01% | +36.4% |
| 346 | KICKSTAND VENTURES#346 · 24,956 sh | 24,956 | $2.0M | 0.36% | -11.0% |
| 347 | Focus Partners Advisor Solutions#347 · 24,835 sh | 24,835 | $2.0M | 0.02% | -5.2% |
| 348 | Pacific Capital Wealth Advisors#348 · 24,776 sh | 24,776 | $2.0M | — | +204.6% |
| 349 | BlackDiamond Wealth Management#349 · 22,588 sh | 22,588 | $2.0M | 0.79% | -8.2% |
| 350 | Mayflower Financial Advisors#350 · 24,653 sh | 24,653 | $2.0M | 0.17% | +7.9% |
| 351 | One Charles Private Wealth Services#351 · 24,604 sh | 24,604 | $2.0M | 0.45% | -2.4% |
| 352 | Sargent Investment Group#352 · 24,507 sh | 24,507 | $1.9M | 0.23% | +3.7% |
| 353 | Arkadios Wealth Advisors#353 · 24,420 sh | 24,420 | $1.9M | 0.03% | +1.5% |
| 354 | SEMPER AUGUSTUS INVESTMENTS GROUP#354 · 24,063 sh | 24,063 | $1.9M | 0.22% | +0.4% |
| 355 | Curry Webb Wealth Management#355 · 23,591 sh | 23,591 | $1.9M | — | -1.2% |
| 356 | Wealth Management Nebraska#356 · 23,468 sh | 23,468 | $1.9M | — | New |
| 357 | Leading Edge Financial Planning#357 · 23,442 sh | 23,442 | $1.9M | — | +27.5% |
| 358 | RCW Management#358 · 23,081 sh | 23,081 | $1.8M | 1.64% | -8.2% |
| 359 | Savvy Advisors#359 · 23,046 sh | 23,046 | $1.8M | 0.04% | +297.7% |
| 360 | CIBC Bancorp USA#360 · 23,020 sh | 23,020 | $1.8M | <0.01% | -4.1% |
| 361 | Oxbow Advisors#361 · 22,975 sh | 22,975 | $1.8M | 0.15% | New |
| 362 | Kingsview Wealth Management#362 · 22,915 sh | 22,915 | $1.8M | 0.02% | +2.6% |
| 363 | IFG Advisory#363 · 22,381 sh | 22,381 | $1.8M | 0.06% | New |
| 364 | PECAUT#364 · 22,268 sh | 22,268 | $1.8M | 0.54% | +0.1% |
| 365 | Mattson Financial Services#365 · 22,110 sh | 22,110 | $1.7M | 0.36% | -2.8% |
| 366 | HOLLENCREST SECURITIES#366 · 21,902 sh | 21,902 | $1.7M | 0.11% | 0.0% |
| 367 | Thrive Capital Management#367 · 21,888 sh | 21,888 | $1.7M | — | -52.8% |
| 368 | Talon Private Wealth#368 · 21,870 sh | 21,870 | $1.7M | 0.10% | +300.5% |
| 369 | VALICENTI ADVISORY SERVICES#369 · 21,860 sh | 21,860 | $1.7M | — | +9.3% |
| 370 | CacheTech#370 · 21,843 sh | 21,843 | $1.7M | 0.28% | +60.4% |
| 371 | Three Magnolias Financial Advisors#371 · 21,843 sh | 21,843 | $1.7M | — | New |
| 372 | VISTA FINANCE#372 · 21,605 sh | 21,605 | $1.7M | — | +117.1% |
| 373 | PENNINGTON PARTNERS#373 · 21,582 sh | 21,582 | $1.7M | 0.55% | New |
| 374 | BROWN ADVISORY#374 · 21,417 sh | 21,417 | $1.7M | <0.01% | +0.8% |
| 375 | PGIM Custom Harvest#375 · 21,404 sh | 21,404 | $1.7M | 0.02% | -2.3% |
| 376 | Clearstead Advisors#376 · 21,157 sh | 21,157 | $1.7M | 0.02% | +13.5% |
| 377 | Hegarty Advisors#377 · 21,146 sh | 21,146 | $1.7M | — | +1.7% |
| 378 | CARRET ASSET MANAGEMENT#378 · 21,124 sh | 21,124 | $1.7M | 0.15% | 0.0% |
| 379 | ALTFEST L J#379 · 20,974 sh | 20,974 | $1.7M | — | -33.7% |
| 380 | Sovran Advisors#380 · 20,611 sh | 20,611 | $1.6M | 0.12% | +2.6% |
| 381 | MOSAIC FAMILY WEALTH PARTNERS#381 · 20,700 sh | 20,700 | $1.6M | 0.11% | +597.0% |
| 382 | Betterment#382 · 20,687 sh | 20,687 | $1.6M | <0.01% | +14.0% |
| 383 | HUTCHINSON CAPITAL MANAGEMENT#383 · 20,343 sh | 20,343 | $1.6M | 0.28% | -20.0% |
| 384 | MISSION WEALTH MANAGEMENT#384 · 20,336 sh | 20,336 | $1.6M | — | -17.0% |
| 385 | Quantinno Capital Management#385 · 20,322 sh | 20,322 | $1.6M | <0.01% | -18.5% |
| 386 | Fiduciary Alliance#386 · 20,251 sh | 20,251 | $1.6M | — | +13.9% |
| 387 | NATIONAL BANK OF CANADA#387 · 20,259 sh | 20,259 | $1.6M | <0.01% | +2836.1% |
| 388 | MEDICI CAPITAL#388 · 20,200 sh | 20,200 | $1.6M | 3.14% | -11.0% |
| 389 | Merkkuri Wealth Advisors#389 · 20,162 sh | 20,162 | $1.6M | 0.99% | +13.3% |
| 390 | Savant Capital#390 · 18,714 sh | 18,714 | $1.6M | <0.01% | +119.0% |
| 391 | Paladin Wealth#391 · 20,138 sh | 20,138 | $1.6M | — | +0.6% |
| 392 | EAGLE GLOBAL ADVISORS#392 · 20,100 sh | 20,100 | $1.6M | 0.05% | 0.0% |
| 393 | Petix & Botte#393 · 20,092 sh | 20,092 | $1.6M | 0.32% | -1.8% |
| 394 | FORONJY FINANCIAL#394 · 19,778 sh | 19,778 | $1.6M | — | +2.8% |
| 395 | Medallion Wealth Advisors#395 · 19,572 sh | 19,572 | $1.6M | 0.49% | New |
| 396 | Milestones Private Investment Advisors#396 · 19,523 sh | 19,523 | $1.6M | — | -43.6% |
| 397 | Summit Financial#397 · 19,497 sh | 19,497 | $1.5M | 0.02% | -27.1% |
| 398 | Quartz Partners#398 · 19,269 sh | 19,269 | $1.5M | 0.50% | -0.2% |
| 399 | WELLINGTON-ALTUS USA#399 · 16,462 sh | 16,462 | $1.5M | 1.09% | -3.2% |
| 400 | Kendall Capital Management#400 · 19,124 sh | 19,124 | $1.5M | — | +12.0% |
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.