World Gold Trust (GLDM) — Institutional Holders, Q2 2026 (page 7)
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 601 to 700. 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 601–700 of 922
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 601 | Anchor Investment Management#601 · 5,899 sh | 5,899 | $468.5K | 0.04% | 0.0% |
| 602 | Bauman Advisory Group#602 · 5,878 sh | 5,878 | $466.8K | 0.25% | -0.2% |
| 603 | Souders Financial Advisors#603 · 5,860 sh | 5,860 | $465.4K | 0.05% | -2.5% |
| 604 | BARTLETT & WEALTH MANAGEMENT#604 · 5,768 sh | 5,768 | $458.1K | <0.01% | +3797.3% |
| 605 | ROMAN BUTLER FULLERTON#605 · 5,750 sh | 5,750 | $455.2K | — | +64.6% |
| 606 | Oceanside Advisors#606 · 5,673 sh | 5,673 | $450.6K | 0.23% | +2.6% |
| 607 | Avidian Wealth Solutions#607 · 5,563 sh | 5,563 | $441.8K | — | +12.5% |
| 608 | Family CFO#608 · 5,543 sh | 5,543 | $440.2K | 0.17% | +18.3% |
| 609 | Freedom Investment Management#609 · 5,539 sh | 5,539 | $439.9K | 0.12% | +54.6% |
| 610 | HM PAYSON#610 · 5,511 sh | 5,511 | $437.7K | <0.01% | 0.0% |
| 611 | Etesian Wealth Advisors#611 · 5,501 sh | 5,501 | $436.9K | — | -2.1% |
| 612 | VisionPoint Advisory Group#612 · 5,492 sh | 5,492 | $436.2K | — | +131.9% |
| 613 | ABSOLUTE CAPITAL MANAGEMENT#613 · 5,449 sh | 5,449 | $432.8K | — | +3.6% |
| 614 | ShoreHaven Wealth Partners#614 · 5,433 sh | 5,433 | $431.5K | — | 0.0% |
| 615 | A4 Wealth Advisors#615 · 5,410 sh | 5,410 | $429.7K | — | -54.2% |
| 616 | B.O.S.S. Retirement Advisors#616 · 5,388 sh | 5,388 | $427.9K | — | +5.0% |
| 617 | GWN SECURITIES#617 · 5,366 sh | 5,366 | $426.2K | 0.07% | +12.1% |
| 618 | Beacon Capital Management#618 · 5,356 sh | 5,356 | $425.4K | — | New |
| 619 | Valeo Financial Advisors#619 · 5,348 sh | 5,348 | $424.7K | — | -8.2% |
| 620 | WealthPLAN Partners#620 · 5,345 sh | 5,345 | $424.5K | — | +10.0% |
| 621 | Manhattan West Asset Management#621 · 5,310 sh | 5,310 | $421.7K | 0.07% | -15.9% |
| 622 | Strategic Blueprint#622 · 5,257 sh | 5,257 | $417.5K | — | +7.0% |
| 623 | Equita Financial Network#623 · 5,212 sh | 5,212 | $413.9K | — | 0.0% |
| 624 | Clarity Capital Advisors#624 · 5,197 sh | 5,197 | $412.7K | — | 0.0% |
| 625 | THOROUGHBRED FINANCIAL SERVICES#625 · 5,196 sh | 5,196 | $412.0K | 0.02% | +9.3% |
| 626 | LWM Advisory Services#626 · 5,166 sh | 5,166 | $410.3K | 0.73% | -88.6% |
| 627 | Greenwich Wealth Management#627 · 5,164 sh | 5,164 | $410.0K | 0.01% | +4.0% |
| 628 | Total Clarity Wealth Management#628 · 5,127 sh | 5,127 | $407.2K | — | -7.6% |
| 629 | Financial Engines Advisors L.L.C.#629 · 5,110 sh | 5,110 | $405.8K | <0.01% | +123.6% |
| 630 | AMI ASSET MANAGEMENT#630 · 5,069 sh | 5,069 | $402.6K | — | 0.0% |
| 631 | Hopwood Nicholas Hunter#631 · 5,030 sh | 5,030 | $399.5K | 0.11% | -59.8% |
| 632 | Financial Network Wealth Advisors#632 · 5,019 sh | 5,019 | $398.6K | 0.40% | +7.8% |
| 633 | ASPIRIANT#633 · 5,013 sh | 5,013 | $398.1K | — | +28.5% |
| 634 | Fortis Capital Management#634 · 5,004 sh | 5,004 | $397.4K | 0.04% | -13.6% |
| 635 | FLPUTNAM INVESTMENT MANAGEMENT#635 · 4,988 sh | 4,988 | $396.1K | <0.01% | -26.4% |
| 636 | Range Advisory#636 · 4,966 sh | 4,966 | $394.4K | 0.05% | -16.2% |
| 637 | Gerber Kawasaki Wealth & Investment Management#637 · 4,944 sh | 4,944 | $392.7K | 0.01% | -16.9% |
| 638 | Boyce & Associates Wealth Consulting#638 · 4,931 sh | 4,931 | $391.6K | — | 0.0% |
| 639 | CENTAURUS FINANCIAL#639 · 4,926 sh | 4,926 | $391.0K | 0.02% | +84.9% |
| 640 | PRINCIPAL SECURITIES#640 · 4,848 sh | 4,848 | $385.0K | <0.01% | -20.0% |
| 641 | FOCUSED ALPHA#641 · 4,814 sh | 4,814 | $382.3K | — | -49.3% |
| 642 | Crestwood Advisors Group#642 · 4,751 sh | 4,751 | $377.3K | <0.01% | -2.8% |
| 643 | Capital Investment Advisory Services#643 · 4,743 sh | 4,743 | $376.7K | 0.02% | +0.1% |
| 644 | Regal Investment Advisors#644 · 4,731 sh | 4,731 | $375.7K | 0.02% | +2.0% |
| 645 | Prospera Financial Services#645 · 4,666 sh | 4,666 | $370.6K | <0.01% | +21.2% |
| 646 | Capstone Financial Advisors#646 · 4,664 sh | 4,664 | $370.4K | 0.02% | 0.0% |
| 647 | Beacon Financial Advisory#647 · 4,658 sh | 4,658 | $369.9K | — | +3.6% |
| 648 | Hobbs Wealth Management#648 · 4,657 sh | 4,657 | $369.9K | — | +7.2% |
| 649 | LexAurum Advisors#649 · 4,631 sh | 4,631 | $367.8K | — | -1.0% |
| 650 | WNY Asset Management#650 · 4,581 sh | 4,581 | $363.8K | 0.03% | -81.1% |
| 651 | MBE Wealth Management#651 · 4,547 sh | 4,547 | $361.1K | — | -24.4% |
| 652 | AlTi Global#652 · 4,518 sh | 4,518 | $358.8K | <0.01% | 0.0% |
| 653 | NOESIS CAPITAL MANGEMENT#653 · 4,494 sh | 4,494 | $356.9K | — | 0.0% |
| 654 | Smith, Salley & Associates#654 · 4,460 sh | 4,460 | $354.2K | 0.02% | +51.4% |
| 655 | Bank of Marin#655 · 4,448 sh | 4,448 | $353.3K | 0.25% | -53.9% |
| 656 | TFO-TDC#656 · 4,445 sh | 4,445 | $353.0K | 0.04% | +21.5% |
| 657 | DAYMARK WEALTH PARTNERS#657 · 4,404 sh | 4,404 | $349.8K | <0.01% | -54.0% |
| 658 | SILVERLAKE WEALTH MANAGEMENT#658 · 4,391 sh | 4,391 | $348.7K | — | -12.8% |
| 659 | Vermillion Wealth Management#659 · 4,370 sh | 4,370 | $347.1K | — | -11.6% |
| 660 | Aegis Wealth Management#660 · 4,335 sh | 4,335 | $344.3K | 0.16% | +25.8% |
| 661 | Lee Financial#661 · 4,220 sh | 4,220 | $335.2K | — | 0.0% |
| 662 | MMA ASSET MANAGEMENT#662 · 4,213 sh | 4,213 | $334.6K | 0.11% | +7.7% |
| 663 | GREENLEAF#663 · 4,204 sh | 4,204 | $333.9K | <0.01% | 0.0% |
| 664 | Meredith Wealth Planning#664 · 4,197 sh | 4,197 | $333.3K | — | 0.0% |
| 665 | O'SHAUGHNESSY ASSET MANAGEMENT#665 · 4,189 sh | 4,189 | $332.7K | <0.01% | New |
| 666 | Salomon & Ludwin#666 · 4,139 sh | 4,139 | $330.8K | 0.03% | +64.2% |
| 667 | Asset Allocation Strategies#667 · 4,126 sh | 4,126 | $327.7K | — | +32.7% |
| 668 | Guidance Point Advisors#668 · 4,122 sh | 4,122 | $327.4K | — | 0.0% |
| 669 | Meeder Advisory Services#669 · 4,043 sh | 4,043 | $321.1K | 0.01% | +2.5% |
| 670 | HARBOR CAPITAL ADVISORS#670 · 4,041 sh | 4,041 | $321.0K | — | -30.8% |
| 671 | Livet Wealth#671 · 4,040 sh | 4,040 | $320.9K | — | 0.0% |
| 672 | Asempa Wealth Advisors#672 · 4,035 sh | 4,035 | $320.5K | — | -8.3% |
| 673 | Ascension Capital Advisors#673 · 4,032 sh | 4,032 | $320.2K | 0.09% | New |
| 674 | Sowell Financial Services#674 · 4,026 sh | 4,026 | $319.7K | — | -1.9% |
| 675 | SVB WEALTH#675 · 4,010 sh | 4,010 | $318.5K | 0.02% | 0.0% |
| 676 | WealthBridge Capital Management#676 · 3,996 sh | 3,996 | $317.4K | — | +35.6% |
| 677 | Northstar Advisory Group#677 · 3,991 sh | 3,991 | $317.0K | 0.10% | New |
| 678 | Bell Investment Advisors#678 · 3,985 sh | 3,985 | $316.5K | 0.05% | 0.0% |
| 679 | Gen-Wealth Partners#679 · 3,980 sh | 3,980 | $316.1K | 0.09% | +21.7% |
| 680 | GENESIS PRIVATE WEALTH#680 · 3,969 sh | 3,969 | $315.2K | 0.09% | +14.7% |
| 681 | Paragon Advisors#681 · 3,956 sh | 3,956 | $314.2K | 0.07% | -1.9% |
| 682 | ANGELES WEALTH MANAGEMENT#682 · 3,946 sh | 3,946 | $313.4K | — | 0.0% |
| 683 | XTX Topco Ltd#683 · 3,912 sh | 3,912 | $310.7K | <0.01% | +29.2% |
| 684 | Entruity Wealth#684 · 3,900 sh | 3,900 | $309.7K | 0.20% | 0.0% |
| 685 | Clifford Group#685 · 3,885 sh | 3,885 | $308.5K | 0.21% | +7.1% |
| 686 | Invera Wealth Advisors#686 · 3,840 sh | 3,840 | $305.0K | 0.16% | +7.5% |
| 687 | WealthTrak Capital Management#687 · 3,806 sh | 3,806 | $302.3K | 0.20% | +21.6% |
| 688 | LongView Wealth Management#688 · 3,800 sh | 3,800 | $301.8K | — | +1.8% |
| 689 | WOODMONT INVESTMENT COUNSEL#689 · 3,778 sh | 3,778 | $300.0K | 0.02% | New |
| 690 | Washington Advisors#690 · 3,733 sh | 3,733 | $296.5K | — | +26.6% |
| 691 | MKT Advisors#691 · 3,614 sh | 3,614 | $294.2K | — | -50.2% |
| 692 | Blue Water Asset Management#692 · 3,694 sh | 3,694 | $293.4K | 0.09% | -1.1% |
| 693 | Ignite Planners#693 · 3,618 sh | 3,618 | $289.1K | — | New |
| 694 | Range Financial Group#694 · 3,628 sh | 3,628 | $288.1K | — | +55.9% |
| 695 | Barnett & Company#695 · 3,625 sh | 3,625 | $287.9K | 0.21% | +1.4% |
| 696 | Virtue Capital Management#696 · 3,610 sh | 3,610 | $286.7K | 0.04% | -0.2% |
| 697 | QUANTUM FINANCIAL PARTNERS#697 · 3,587 sh | 3,587 | $284.9K | — | — |
| 698 | OPPENHEIMER#698 · 3,573 sh | 3,573 | $283.8K | — | -81.5% |
| 699 | FLYNN ZITO CAPITAL MANAGEMENT#699 · 3,566 sh | 3,566 | $283.2K | 0.08% | New |
| 700 | Armstrong, Fleming & Moore#700 · 3,560 sh | 3,560 | $282.7K | 0.09% | 0.0% |
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.