World Gold Trust (GLDM) — Institutional Holders, Q2 2026 (page 6)

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 501 to 600. 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 501–600 of 922

Institutional investors reporting a position in World Gold Trust on SEC Form 13F-HR for Q2 2026, ranked by reported value.
InstitutionValueQoQ
Corecam Pte. Ltd.#501 · 9,950 sh$790.2K+20.8%
BRIGHTON JONES#502 · 9,916 sh$787.5K-1.3%
LEGACY SOLUTIONS#503 · 9,803 sh$778.6K0.0%
UNITED CAPITAL FINANCIAL ADVISORS#504 · 9,739 sh$775.7K+29.9%
Triumph Capital Management#505 · 9,698 sh$770.2K-14.0%
Tradition Wealth Management#506 · 9,645 sh$766.0K+12.0%
Alpha Financial Partners#507 · 9,550 sh$758.5K+25.8%
Indiana & Investment Management#508 · 9,510 sh$755.3K+0.1%
Segment Wealth Management#509 · 9,500 sh$754.5K-85.4%
Parallel Advisors#510 · 9,459 sh$751.2K-16.2%
AlphaStar Capital Management#511 · 9,326 sh$740.7KNew
TOKIO MARINE ASSET MANAGEMENT LTD#512 · 9,300 sh$738.6K+17.7%
BlackRock#513 · 9,248 sh$734.5K+1.1%
LIFELONG WEALTH ADVISORS#514 · 9,241 sh$733.9K-49.9%
Dynamic Advisor Solutions#515 · 9,227 sh$732.8K+11.2%
Oakmont Advisory Group#516 · 9,193 sh$730.1K+5.3%
MIDDLETON#517 · 9,151 sh$726.8K0.0%
Mitsubishi UFJ Asset Management , Ltd.#518 · 9,010 sh$715.6KNew
Shepherd Financial Partners#519 · 8,973 sh$712.6K-1.6%
LEDERER & ASSOCIATES INVESTMENT COUNSEL#520 · 8,881 sh$705.0KNew
WEALTHCARE CAPITAL MANAGEMENT#521 · 8,788 sh$697.9K-5.4%
Vigilare Wealth Management#522 · 8,759 sh$695.6KNew
Access Investment Management#523 · 8,759 sh$695.6K+112.6%
M1 Capital Management#524 · 8,750 sh$695.0K-53.9%
Independent Wealth Network#525 · 8,722 sh$692.7K+26.9%
Proficio Capital Partners#526 · 8,685 sh$689.8K0.0%
Matrix#527 · 8,658 sh$688.0K+7.7%
HSBC PLC#528 · 8,547 sh$678.8K0.0%
ALESCO ADVISORS#529 · 8,470 sh$672.7K0.0%
THEORY FINANCIAL#530 · 8,470 sh$672.7K+22.7%
DENVER WEALTH MANAGEMENT#531 · 8,421 sh$668.8K0.0%
HORAN Wealth#532 · 8,400 sh$667.2K-4.4%
CREATIVE FINANCIAL DESIGNS#533 · 8,365 sh$664.3K-9.6%
Patriot Financial Group Insurance Agency#534 · 8,319 sh$660.7K-43.9%
Snowden Capital Advisors#535 · 8,271 sh$656.9K0.0%
Crews Bank#536 · 8,215 sh$652.4K0.0%
Quest 10 Wealth Builders#537 · 8,174 sh$649.2K+0.9%
Stratos Investment Management#538 · 8,171 sh$648.9K+0.1%
Fiscal Wisdom Wealth Management#539 · 8,143 sh$646.7K+14.9%
Parkside Financial Bank#540 · 8,118 sh$644.7K+179.0%
FIRST NATIONAL#541 · 8,066 sh$640.6K+84.2%
TOWER BRIDGE ADVISORS#542 · 8,055 sh$639.7K+1.1%
Auour Investments#543 · 8,053 sh$639.6K-38.1%
Mount Yale Investment Advisors#544 · 7,886 sh$626.3KNew
APPLETON PARTNERS#545 · 7,848 sh$623.0K+0.6%
GeoWealth Management#546 · 7,833 sh$622.1KNew
Redwood Investment Management#547 · 7,813 sh$621.0K+18.1%
MATHER GROUP#548 · 7,780 sh$617.9K0.0%
ArborFi Advisors#549 · 7,660 sh$608.4K+18.2%
WEDBUSH SECURITIES#550 · 7,637 sh$607.0K-5.1%
AXXCESS WEALTH MANAGEMENT#551 · 7,640 sh$606.8K+145.7%
Atlas Legacy Advisors#552 · 7,640 sh$606.8KNew
Hamilton Capital#553 · 7,591 sh$602.9K+5.1%
Fermata Advisors#554 · 7,581 sh$602.1K+202.3%
Smartleaf Asset Management#555 · 7,523 sh$597.7K0.0%
OMNI 360 Wealth#556 · 7,507 sh$596.2K+2.1%
CITIGROUP#557 · 7,490 sh$594.9K+3273.9%
Prosperity Consulting Group#558 · 7,467 sh$593.0K+5.8%
World Investment Advisors#559 · 6,381 sh$591.5K-22.4%
Arcus Capital Partners#560 · 7,414 sh$588.8K-86.7%
INSIGNEO ADVISORY SERVICES#561 · 7,319 sh$581.3K-18.5%
Intrua Financial#562 · 7,257 sh$576.4K-0.1%
PRIVATE NA#563 · 7,167 sh$569.2K+6.2%
CURTIS WEALTH MANAGEMENT#564 · 7,114 sh$565.0K+2.0%
Brindle & Bay Financial Advisors#565 · 6,947 sh$551.7K-94.5%
Marshall & Sterling Wealth Advisors#566 · 6,895 sh$547.6K-3.9%
Spectrum Planning & Advisory Services#567 · 6,888 sh$547.0K0.0%
Garde Capital#568 · 6,823 sh$541.9K0.0%
StoneX Group#569 · 6,565 sh$541.3KNew
Pathstone#570 · 6,815 sh$541.2K+148.5%
BURKE & HERBERT BANK#571 · 6,769 sh$537.6K+127.8%
Eldridge Investment Advisors#572 · 6,662 sh$529.1K+0.2%
HB Wealth Management#573 · 6,644 sh$527.7K+34.0%
TITLEIST ASSET MANAGEMENT#574 · 6,631 sh$526.6K+30.5%
TOTAL INVESTMENT MANAGEMENT#575 · 6,556 sh$525.4K0.0%
Tempus Wealth Planning#576 · 6,609 sh$524.9K+2.5%
TCG Advisory Services#577 · 6,603 sh$524.4K-2.3%
Cassilly Financial Group#578 · 6,602 sh$524.3K-49.0%
Miller Global Investments#579 · 6,594 sh$523.7K0.0%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT#580 · 6,497 sh$519.2K-1.6%
Tactive Advisors#581 · 6,506 sh$516.7K+5.2%
SMI Advisory Services#582 · 6,261 sh$515.9KNew
ARWA#583 · 6,532 sh$514.2K+36.6%
WASHINGTON#584 · 6,459 sh$513.0K+10.5%
OneDigital Investment Advisors#585 · 6,371 sh$506.0K+33.5%
Decker Wealth Management#586 · 6,335 sh$503.1K0.0%
Selective Wealth Management#587 · 6,328 sh$502.8K0.0%
WealthPoint Financial#588 · 6,315 sh$501.5K-60.9%
Estate Planners Group#589 · 6,291 sh$499.7K+74.0%
King Wealth Management Group#590 · 6,258 sh$497.0K-0.7%
Weil Company#591 · 6,248 sh$496.2K0.0%
Annex Advisory Services#592 · 6,126 sh$486.5K-3.5%
Global View Capital Management#593 · 6,107 sh$485.0K-5.8%
Sound View Wealth Advisors Group#594 · 6,105 sh$484.9K0.0%
VERUS CAPITAL PARTNERS#595 · 6,097 sh$484.2K+47.1%
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA#596 · 6,030 sh$478.9K+45.3%
NORDEN GROUP#597 · 6,020 sh$478.1K-2.5%
Coppell Advisory Solutions#598 · 3,788 sh$477.8KNew
Millstone Evans Group#599 · 5,976 sh$474.6K-20.3%
Integrity Advisory Solutions#600 · 5,905 sh$469.0K-27.0%

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.