World Gold Trust (GLDM) — Institutional Holders, Q2 2026 (page 8)
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 701 to 800. 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 701–800 of 922
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 701 | Carnegie Investment Counsel#701 · 3,550 sh | 3,550 | $281.9K | — | 0.0% |
| 702 | Clear Point Advisors#702 · 3,549 sh | 3,549 | $281.9K | 0.25% | New |
| 703 | SUTTON PLACE INVESTORS#703 · 3,478 sh | 3,478 | $276.2K | — | -3.4% |
| 704 | National Wealth Management Group#704 · 3,448 sh | 3,448 | $273.8K | — | -0.6% |
| 705 | Brookwood Investment Group#705 · 3,448 sh | 3,448 | $273.8K | 0.03% | -2.5% |
| 706 | SteelPeak Wealth#706 · 3,445 sh | 3,445 | $273.6K | — | +18.0% |
| 707 | Inspire Advisors#707 · 3,423 sh | 3,423 | $272.8K | 0.02% | -16.6% |
| 708 | EverSource Wealth Advisors#708 · 3,427 sh | 3,427 | $272.2K | <0.01% | +450.1% |
| 709 | Envestnet Portfolio Solutions#709 · 3,418 sh | 3,418 | $271.5K | <0.01% | -91.3% |
| 710 | Painted Porch Advisors#710 · 3,415 sh | 3,415 | $271.2K | 0.12% | +9.4% |
| 711 | Professional Financial Advisors#711 · 3,386 sh | 3,386 | $268.9K | — | +1.8% |
| 712 | Tranquility Partners#712 · 3,383 sh | 3,383 | $268.7K | — | 0.0% |
| 713 | Key FInancial#713 · 3,377 sh | 3,377 | $268.2K | 0.04% | +57.3% |
| 714 | RDA Financial Network#714 · 3,373 sh | 3,373 | $267.9K | — | +31.1% |
| 715 | STOCK YARDS BANK#715 · 3,359 sh | 3,359 | $266.8K | <0.01% | New |
| 716 | Walser Wealth Management Company, A Ltd Liability#716 · 3,341 sh | 3,341 | $265.3K | — | New |
| 717 | LIBRA WEALTH#717 · 3,331 sh | 3,331 | $264.5K | 0.07% | New |
| 718 | Jaffetilchin Investment Partners#718 · 3,280 sh | 3,280 | $260.5K | 0.01% | +18.1% |
| 719 | Essential Partners#719 · 3,245 sh | 3,245 | $257.7K | — | 0.0% |
| 720 | OxenFree Capital#720 · 3,157 sh | 3,157 | $257.0K | — | +11.8% |
| 721 | LOOMIS SAYLES & L P#721 · 3,214 sh | 3,214 | $255.3K | <0.01% | +59.9% |
| 722 | LaSalle St. Investment Advisors#722 · 3,171 sh | 3,171 | $251.8K | 0.03% | +20.7% |
| 723 | CERTUITY#723 · 3,140 sh | 3,140 | $249.4K | 0.01% | +0.4% |
| 724 | Flatrock Wealth Partners#724 · 3,137 sh | 3,137 | $249.1K | 0.10% | 0.0% |
| 725 | REGIONS FINANCIAL#725 · 3,122 sh | 3,122 | $247.9K | <0.01% | -33.8% |
| 726 | Gibbs Wealth Management#726 · 3,098 sh | 3,098 | $246.0K | — | -13.6% |
| 727 | N.E.W. Advisory Services#727 · 3,094 sh | 3,094 | $245.7K | 0.02% | +0.5% |
| 728 | MidFirst Bank#728 · 3,082 sh | 3,082 | $244.8K | 0.02% | 0.0% |
| 729 | Cypress Capital Group#729 · 3,072 sh | 3,072 | $244.0K | 0.02% | 0.0% |
| 730 | Refined Wealth Management#730 · 3,072 sh | 3,072 | $244.0K | — | 0.0% |
| 731 | Strategic Wealth Partners, Ltd.#731 · 3,045 sh | 3,045 | $241.8K | 0.01% | -1.3% |
| 732 | Founders Financial Alliance#732 · 3,032 sh | 3,032 | $240.8K | 0.03% | New |
| 733 | BERKSHIRE ASSET MANAGEMENT#733 · 3,021 sh | 3,021 | $239.9K | <0.01% | +0.1% |
| 734 | Indivisible Partners#734 · 3,014 sh | 3,014 | $239.4K | — | -8.0% |
| 735 | INVESTED ADVISORS#735 · 3,013 sh | 3,013 | $239.3K | — | +30.5% |
| 736 | BAR HARBOR WEALTH MANAGEMENT#736 · 3,005 sh | 3,005 | $238.7K | — | +32.4% |
| 737 | Abacus Wealth Partners#737 · 3,000 sh | 3,000 | $238.3K | 0.03% | 0.0% |
| 738 | Bouchey Financial Group Ltd#738 · 2,980 sh | 2,980 | $236.7K | 0.02% | -4.2% |
| 739 | Princeton Global Asset Management#739 · 2,965 sh | 2,965 | $235.5K | — | +22.5% |
| 740 | HCR Wealth Advisors#740 · 2,964 sh | 2,964 | $235.4K | — | 0.0% |
| 741 | Rialto Wealth Management#741 · 2,960 sh | 2,960 | $235.1K | 0.05% | New |
| 742 | Keel Point#742 · 2,942 sh | 2,942 | $233.7K | 0.01% | +7.9% |
| 743 | KINGSWOOD WEALTH ADVISORS#743 · 2,929 sh | 2,929 | $232.6K | — | -2.7% |
| 744 | Richardson Capital Management#744 · 2,905 sh | 2,905 | $230.7K | — | 0.0% |
| 745 | Sequoia Financial Advisors#745 · 2,897 sh | 2,897 | $230.1K | <0.01% | +2.4% |
| 746 | Rodgers & Associates, LTD#746 · 2,875 sh | 2,875 | $228.3K | — | 0.0% |
| 747 | International Private Wealth Advisors#747 · 2,872 sh | 2,872 | $228.1K | 0.12% | -7.8% |
| 748 | Lansing Street Advisors#748 · 2,870 sh | 2,870 | $227.9K | 0.05% | +15.5% |
| 749 | Marks Group Wealth Management#749 · 2,860 sh | 2,860 | $227.1K | 0.02% | +8.0% |
| 750 | TOWNSQUARE CAPITAL#750 · 2,859 sh | 2,859 | $227.1K | 0.04% | New |
| 751 | Federation des caisses Desjardins du Quebec#751 · 2,859 sh | 2,859 | $227.1K | <0.01% | -0.2% |
| 752 | Impact Partnership Wealth#752 · 2,804 sh | 2,804 | $222.7K | 0.02% | +18.8% |
| 753 | LFG Wealth Partners#753 · 2,790 sh | 2,790 | $221.6K | 0.10% | 0.0% |
| 754 | Transamerica Financial Advisors#754 · 2,784 sh | 2,784 | $221.1K | 0.02% | -96.7% |
| 755 | Mason Investment Advisory Services#755 · 2,774 sh | 2,774 | $220.3K | <0.01% | 0.0% |
| 756 | BRIAN LOW FINANCIAL GROUP#756 · 2,728 sh | 2,728 | $216.7K | 0.13% | -1.4% |
| 757 | Briggs Wealth Management#757 · 2,725 sh | 2,725 | $216.4K | — | 0.0% |
| 758 | Accurate Wealth Management#758 · 2,654 sh | 2,654 | $215.7K | — | New |
| 759 | PEAPACK GLADSTONE FINANCIAL#759 · 2,712 sh | 2,712 | $215.0K | <0.01% | -1.9% |
| 760 | Stonebrook Private#760 · 2,694 sh | 2,694 | $214.0K | 0.04% | +10.9% |
| 761 | Foundry Financial#761 · 2,694 sh | 2,694 | $213.9K | — | New |
| 762 | Traynor Capital Management#762 · 2,680 sh | 2,680 | $212.8K | <0.01% | +6.2% |
| 763 | Birch Capital Management#763 · 2,678 sh | 2,678 | $212.7K | — | -2.3% |
| 764 | Soundwatch Capital#764 · 2,667 sh | 2,667 | $211.8K | 0.02% | 0.0% |
| 765 | Redhawk Wealth Advisors#765 · 2,650 sh | 2,650 | $210.5K | — | 0.0% |
| 766 | RICHARDSON FINANCIAL SERVICES#766 · 2,619 sh | 2,619 | $207.9K | 0.12% | -1.0% |
| 767 | Nicholas Hoffman & Company#767 · 2,595 sh | 2,595 | $206.1K | <0.01% | -1.1% |
| 768 | Redwood Park Advisors#768 · 2,592 sh | 2,592 | $205.9K | 0.14% | +0.2% |
| 769 | Maridea Wealth Management#769 · 2,591 sh | 2,591 | $205.8K | 0.02% | +6.2% |
| 770 | Kaizen Financial Strategies#770 · 2,538 sh | 2,538 | $202.8K | — | New |
| 771 | Hofer & Associates.#771 · 2,541 sh | 2,541 | $201.8K | — | 0.0% |
| 772 | Elevated Capital Advisors#772 · 2,528 sh | 2,528 | $200.8K | 0.06% | +18.7% |
| 773 | Strathmore Capital Advisors#773 · 2,477 sh | 2,477 | $200.2K | 0.05% | -16.2% |
| 774 | Bulwark Capital#774 · 2,411 sh | 2,411 | $191.5K | — | +18.2% |
| 775 | Bank of New Hampshire#775 · 2,394 sh | 2,394 | $190.1K | — | +158.0% |
| 776 | Community Bank, N.A.#776 · 2,195 sh | 2,195 | $174.3K | 0.02% | 0.0% |
| 777 | Rosenberg Matthew Hamilton#777 · 2,162 sh | 2,162 | $171.7K | — | 0.0% |
| 778 | MASECO LLP#778 · 2,040 sh | 2,040 | $162.0K | — | +46.3% |
| 779 | Tradewinds Capital Management#779 · 2,032 sh | 2,032 | $161.4K | — | -99.5% |
| 780 | BFSG#780 · 1,877 sh | 1,877 | $149.1K | 0.01% | 0.0% |
| 781 | Piscataqua Savings Bank#781 · 1,791 sh | 1,791 | $142.2K | — | 0.0% |
| 782 | Hickory Point Bank#782 · 1,760 sh | 1,760 | $139.8K | — | -12.4% |
| 783 | Geneos Wealth Management#783 · 1,508 sh | 1,508 | $119.8K | <0.01% | +22.1% |
| 784 | Crewe Advisors#784 · 1,465 sh | 1,465 | $116.4K | <0.01% | New |
| 785 | Signature Equity Partners#785 · 1,425 sh | 1,425 | $113.2K | 0.05% | +79.9% |
| 786 | Private Wealth Asset Management#786 · 1,400 sh | 1,400 | $111.2K | 0.01% | 0.0% |
| 787 | Deane Retirement Strategies#787 · 1,309 sh | 1,309 | $104.0K | — | -4.2% |
| 788 | Gould Capital#788 · 1,285 sh | 1,285 | $102.1K | 0.06% | -20.9% |
| 789 | OF VERMONT#789 · 1,263 sh | 1,263 | $100.3K | — | — |
| 790 | FIRST HORIZON NATIONAL#790 · 1,256 sh | 1,256 | $99.8K | — | 0.0% |
| 791 | LGT Financial Advisors#791 · 1,227 sh | 1,227 | $97.4K | 0.52% | 0.0% |
| 792 | FWL INVESTMENT MANAGEMENT#792 · 1,181 sh | 1,181 | $93.8K | 0.02% | -11.3% |
| 793 | Tower Research Capital (TRC)#793 · 1,127 sh | 1,127 | $89.5K | <0.01% | +11.7% |
| 794 | WestEnd Advisors#794 · 1,114 sh | 1,114 | $88.5K | <0.01% | +18.1% |
| 795 | Union Bankshares#795 · 1,099 sh | 1,099 | $87.3K | <0.01% | -23.5% |
| 796 | Key Capital Management#796 · 1,098 sh | 1,098 | $87.2K | 0.04% | +88.0% |
| 797 | TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA#797 · 1,085 sh | 1,085 | $86.2K | 0.10% | 0.0% |
| 798 | Glassman Wealth Services#798 · 1,084 sh | 1,084 | $86.1K | 0.01% | New |
| 799 | ROTHSCHILD INVESTMENT#799 · 1,075 sh | 1,075 | $85.4K | <0.01% | 0.0% |
| 800 | NBT BANK N A#800 · 1,025 sh | 1,025 | $81.4K | — | -1.3% |
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.