World Gold Trust (GLDM) — Institutional Holders, Q2 2026 (page 5)
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 401 to 500. 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 401–500 of 922
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 401 | Diligent Investors#401 · 19,011 sh | 19,011 | $1.5M | — | 0.0% |
| 402 | YHB Investment Advisors#402 · 18,956 sh | 18,956 | $1.5M | — | +2.0% |
| 403 | Gambit Capital Management#403 · 18,924 sh | 18,924 | $1.5M | 0.87% | +42.7% |
| 404 | InTrack Investment Management#404 · 18,836 sh | 18,836 | $1.5M | — | +2.8% |
| 405 | Daviman Financial#405 · 18,435 sh | 18,435 | $1.5M | 0.81% | +9.6% |
| 406 | CIBC WORLD MARKET#406 · 18,331 sh | 18,331 | $1.5M | <0.01% | +20.8% |
| 407 | Perennial Investment Advisors#407 · 18,118 sh | 18,118 | $1.4M | 0.10% | +8.0% |
| 408 | CAPITAL FINANCIAL GROUP \\#408 · 17,623 sh | 17,623 | $1.4M | 0.73% | -44.1% |
| 409 | Pathway Financial Advisors#409 · 16,965 sh | 16,965 | $1.4M | — | 0.0% |
| 410 | Capital Analysts#410 · 17,289 sh | 17,289 | $1.4M | 0.03% | +8.5% |
| 411 | Focus Partners Wealth#411 · 17,230 sh | 17,230 | $1.4M | <0.01% | +41.0% |
| 412 | Copia Wealth Management#412 · 17,155 sh | 17,155 | $1.4M | 0.82% | +7.4% |
| 413 | TOCQUEVILLE ASSET MANAGEMENT L.P.#413 · 17,093 sh | 17,093 | $1.4M | 0.02% | +14.5% |
| 414 | S. R. Schill & Associates#414 · 16,867 sh | 16,867 | $1.3M | — | +9.9% |
| 415 | Interchange Capital Partners#415 · 16,801 sh | 16,801 | $1.3M | 0.25% | New |
| 416 | Wealthcare Capital Partners#416 · 16,706 sh | 16,706 | $1.3M | — | +2.6% |
| 417 | EP Wealth Advisors#417 · 16,627 sh | 16,627 | $1.3M | <0.01% | +1.2% |
| 418 | ZEGA Investments#418 · 16,394 sh | 16,394 | $1.3M | 0.13% | -4.2% |
| 419 | JBR Financial Management#419 · 16,379 sh | 16,379 | $1.3M | — | +46.4% |
| 420 | Noble Wealth Partners#420 · 16,207 sh | 16,207 | $1.3M | 1.12% | — |
| 421 | Piedmont Capital Management#421 · 15,681 sh | 15,681 | $1.3M | 0.64% | -92.9% |
| 422 | Compound Planning#422 · 15,837 sh | 15,837 | $1.3M | 0.03% | -1.2% |
| 423 | Signal Advisors Wealth#423 · 15,796 sh | 15,796 | $1.3M | — | -31.6% |
| 424 | HighPoint Advisor Group#424 · 15,699 sh | 15,699 | $1.2M | 0.04% | +24.9% |
| 425 | abrdn plc#425 · 15,683 sh | 15,683 | $1.2M | <0.01% | +5.4% |
| 426 | Caerus Investment Advisors#426 · 15,658 sh | 15,658 | $1.2M | 0.41% | 0.0% |
| 427 | Blueprint Investment Partners#427 · 15,628 sh | 15,628 | $1.2M | 0.10% | New |
| 428 | Blueprint Financial Advisors#428 · 15,593 sh | 15,593 | $1.2M | 0.14% | New |
| 429 | First Heartland Consultants#429 · 15,587 sh | 15,587 | $1.2M | — | +93.5% |
| 430 | Belpointe Asset Management#430 · 15,548 sh | 15,548 | $1.2M | 0.04% | +91.8% |
| 431 | Formidable Asset Management#431 · 13,314 sh | 13,314 | $1.2M | 0.20% | -0.6% |
| 432 | NICOLET BANKSHARES#432 · 15,476 sh | 15,476 | $1.2M | 0.04% | +1.4% |
| 433 | Frederick Financial Consultants#433 · 15,438 sh | 15,438 | $1.2M | 0.52% | +1.9% |
| 434 | Orion Porfolio Solutions#434 · 15,438 sh | 15,438 | $1.2M | <0.01% | -46.2% |
| 435 | Kohmann Bosshard Financial Services#435 · 15,226 sh | 15,226 | $1.2M | 0.10% | -1.8% |
| 436 | First Financial Bank - Division#436 · 15,176 sh | 15,176 | $1.2M | — | 0.0% |
| 437 | WEALTH ALLIANCE#437 · 15,079 sh | 15,079 | $1.2M | 0.10% | +103.3% |
| 438 | FMR#438 · 14,927 sh | 14,927 | $1.2M | <0.01% | +6.3% |
| 439 | SILVER OAK SECURITIES#439 · 14,890 sh | 14,890 | $1.2M | 0.07% | +0.9% |
| 440 | TD Capital Management#440 · 14,861 sh | 14,861 | $1.2M | 0.10% | +645.7% |
| 441 | Valtinson Bruner Financial Planning#441 · 14,382 sh | 14,382 | $1.1M | 0.29% | +4.8% |
| 442 | Advisor OS#442 · 14,307 sh | 14,307 | $1.1M | 0.08% | -31.6% |
| 443 | Maia Wealth#443 · 14,224 sh | 14,224 | $1.1M | — | -17.0% |
| 444 | ENTRUST FINANCIAL#444 · 14,188 sh | 14,188 | $1.1M | 0.73% | -1.9% |
| 445 | CULLEN/FROST BANKERS#445 · 14,011 sh | 14,011 | $1.1M | 0.01% | +9.6% |
| 446 | Legacy Wealth Managment#446 · 14,009 sh | 14,009 | $1.1M | 0.46% | New |
| 447 | Apollon Wealth Management#447 · 13,985 sh | 13,985 | $1.1M | — | -17.4% |
| 448 | Caldwell#448 · 13,886 sh | 13,886 | $1.1M | 0.09% | +13.8% |
| 449 | Capital Management Associates#449 · 13,877 sh | 13,877 | $1.1M | — | -4.5% |
| 450 | Sage Mountain Advisors#450 · 13,857 sh | 13,857 | $1.1M | 0.07% | -63.0% |
| 451 | SHEETS SMITH WEALTH MANAGEMENT#451 · 13,851 sh | 13,851 | $1.1M | — | +12.3% |
| 452 | Waterloo Capital, L.P.#452 · 13,837 sh | 13,837 | $1.1M | 0.06% | -0.9% |
| 453 | Sovereign Financial Group#453 · 13,808 sh | 13,808 | $1.1M | 0.17% | +15.1% |
| 454 | TABLEAUX#454 · 13,770 sh | 13,770 | $1.1M | — | 0.0% |
| 455 | Confluence Wealth Services#455 · 13,744 sh | 13,744 | $1.1M | 0.03% | New |
| 456 | Biltmore Family Office#456 · 13,626 sh | 13,626 | $1.1M | 0.14% | 0.0% |
| 457 | OneAscent Financial Services#457 · 13,471 sh | 13,471 | $1.1M | 0.05% | +97.3% |
| 458 | Meridian Wealth Management#458 · 13,414 sh | 13,414 | $1.1M | 0.03% | +1.9% |
| 459 | Sunpointe#459 · 13,318 sh | 13,318 | $1.1M | — | +217.6% |
| 460 | QUANTIFY CHAOS ADVISORS#460 · 13,267 sh | 13,267 | $1.1M | 2.97% | 0.0% |
| 461 | TWO SIGMA SECURITIES#461 · 13,193 sh | 13,193 | $1.0M | 0.09% | New |
| 462 | XY Planning Network#462 · 13,183 sh | 13,183 | $1.0M | — | -20.1% |
| 463 | FORT WASHINGTON INVESTMENT ADVISORS#463 · 13,101 sh | 13,101 | $1.0M | — | -3.7% |
| 464 | Ausdal Financial Partners#464 · 13,039 sh | 13,039 | $1.0M | 0.04% | +14.6% |
| 465 | Continuum Advisory#465 · 12,767 sh | 12,767 | $1.0M | 0.08% | -19.3% |
| 466 | Johnson Financial Group#466 · 12,674 sh | 12,674 | $1.0M | 0.03% | 0.0% |
| 467 | Graetz Wealth#467 · 12,577 sh | 12,577 | $998.8K | — | -34.5% |
| 468 | CENTRAL#468 · 12,535 sh | 12,535 | $995.5K | 0.02% | +1.4% |
| 469 | Payne Capital Management#469 · 12,500 sh | 12,500 | $992.8K | 0.26% | New |
| 470 | HBW Advisory Services#470 · 12,378 sh | 12,378 | $983.1K | — | +13.6% |
| 471 | Stonebridge Financial Group#471 · 12,206 sh | 12,206 | $969.0K | 0.13% | — |
| 472 | Able Wealth Management#472 · 12,096 sh | 12,096 | $960.7K | — | -4.7% |
| 473 | FLORIDA FINANCIAL ADVISORS#473 · 11,880 sh | 11,880 | $943.5K | 0.16% | -5.2% |
| 474 | Advisor Resource Council#474 · 11,417 sh | 11,417 | $940.6K | 0.27% | -4.8% |
| 475 | Nvest Financial#475 · 11,825 sh | 11,825 | $939.2K | 0.30% | +13.2% |
| 476 | Caitlin John#476 · 11,726 sh | 11,726 | $931.3K | 0.51% | -57.5% |
| 477 | Cornerstone Planning Group#477 · 11,308 sh | 11,308 | $924.3K | — | +28.7% |
| 478 | Kovack Advisors#478 · 11,568 sh | 11,568 | $919.7K | 0.04% | -2.0% |
| 479 | Astoria Portfolio Advisors#479 · 11,423 sh | 11,423 | $907.2K | 0.15% | +8.4% |
| 480 | RICHARDS, MERRILL & PETERSON#480 · 11,365 sh | 11,365 | $902.6K | — | +112.8% |
| 481 | Acorn Wealth Advisors#481 · 11,352 sh | 11,352 | $901.6K | — | 0.0% |
| 482 | Wallace Advisory Group#482 · 11,285 sh | 11,285 | $896.3K | 0.84% | -2.0% |
| 483 | Concurrent Investment Advisors#483 · 11,232 sh | 11,232 | $892.0K | — | -85.5% |
| 484 | 4WEALTH ADVISORS#484 · 11,114 sh | 11,114 | $883.0K | — | +16.3% |
| 485 | RWA WEALTH PARTNERS#485 · 11,107 sh | 11,107 | $882.1K | <0.01% | -24.8% |
| 486 | RMR Wealth Builders#486 · 10,946 sh | 10,946 | $869.3K | — | -0.8% |
| 487 | Focus Financial Network#487 · 10,910 sh | 10,910 | $866.5K | — | -30.7% |
| 488 | JT Stratford#488 · 10,896 sh | 10,896 | $865.4K | 0.09% | -0.9% |
| 489 | Ancora Advisors#489 · 10,794 sh | 10,794 | $857.3K | 0.02% | -1.0% |
| 490 | Keudell/Morrison Wealth Management#490 · 10,779 sh | 10,779 | $856.0K | — | +0.6% |
| 491 | Apeiron RIA#491 · 10,742 sh | 10,742 | $853.1K | — | -41.2% |
| 492 | Advisors Capital Management#492 · 10,719 sh | 10,719 | $851.3K | <0.01% | +49.7% |
| 493 | Nova Wealth Management#493 · 10,704 sh | 10,704 | $850.1K | 0.47% | -22.0% |
| 494 | CX Institutional#494 · 10,676 sh | 10,676 | $848.0K | — | -3.1% |
| 495 | Advyzon Investment Management#495 · 10,644 sh | 10,644 | $845.3K | 0.06% | +20.2% |
| 496 | J.W. COLE ADVISORS#496 · 10,522 sh | 10,522 | $835.7K | 0.01% | New |
| 497 | MSH Capital Advisors#497 · 10,188 sh | 10,188 | $809.1K | 0.14% | -2.2% |
| 498 | Clear Creek Financial Management#498 · 10,094 sh | 10,094 | $801.7K | 0.05% | -15.6% |
| 499 | Ares Financial Consulting#499 · 10,081 sh | 10,081 | $800.7K | — | +32.8% |
| 500 | Wedmont Private Capital#500 · 9,833 sh | 9,833 | $799.3K | — | -8.8% |
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.