World Gold Trust (GLDM) — Institutional Holders, Q2 2026 (page 9)

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 801 to 900. 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 801–900 of 922

Institutional investors reporting a position in World Gold Trust on SEC Form 13F-HR for Q2 2026, ranked by reported value.
InstitutionValueQoQ
Lloyd Advisory Services#801 · 981 sh$77.9K+109.2%
COUNTRY BANK#802 · 966 sh$76.7KNew
SFAM#803 · 931 sh$73.9KNew
FIDUCIARY ADVISORS#804 · 844 sh$67.0KNew
EVOLUTION WEALTH MANAGEMENT#805 · 827 sh$65.7K0.0%
Allied Private Wealth#806 · 739 sh$59.6K—
Glass Jacobson Investment Advisors#807 · 712 sh$56.5K-33.1%
THURSTON, SPRINGER, MILLER, HERD & TITAK#808 · 691 sh$54.9KNew
COMPASS FINANCIAL MANAGEMENT#809 · 655 sh$52.6K—
Beaird Harris Wealth Management#810 · 662 sh$52.6K0.0%
Clearstead#811 · 656 sh$52.1K+11.9%
ABOUND FINANCIAL#812 · 651 sh$51.7K-2.1%
First Bancorp#813 · 646 sh$51.3KNew
HHM Wealth Advisors#814 · 630 sh$50.0K+107.9%
BARRETT & COMPANY#815 · 622 sh$49.4K0.0%
Wells Financial Advisors#816 · 600 sh$47.7K0.0%
NewEdge Advisors#817 · 586 sh$46.5KNew
IAG Wealth Partners#818 · 582 sh$46.2K0.0%
Colonial / SC#819 · 552 sh$43.8K0.0%
Delos Wealth Advisors#820 · 546 sh$43.4K0.0%
Wealth Enhancement Services#821 · 544 sh$43.2K-1.3%
Groupe la Francaise#822 · 600 sh$42.7K+100.0%
Ronald Blue#823 · 532 sh$42.3KNew
Financial Management Professionals#824 · 520 sh$41.3K0.0%
GAMMA Investing#825 · 476 sh$37.8K0.0%
Kingdom Financial Group#826 · 454 sh$36.1K-3.2%
WEST PACES ADVISORS#827 · 452 sh$35.9KNew
FINANCIAL CONSULATE#828 · 450 sh$35.7K0.0%
Costello Asset Management#829 · 450 sh$35.7K+11.4%
Plante Moran Financial Advisors#830 · 449 sh$35.7K0.0%
Bogart Wealth#831 · 414 sh$32.9K-24.7%
GROESBECK INVESTMENT MANAGEMENT#832 · 396 sh$31.0KNew
Keating Financial Advisory Services#833 · 382 sh$30.3K+4.7%
CONSULTIVA WEALTH MANAGEMENT#834 · 380 sh$30.2K+76.7%
Spire Wealth Management#835 · 351 sh$27.9K-92.6%
TSFG#836 · 340 sh$27.0K0.0%
Pacifica Partners#837 · 314 sh$25.6K+3.3%
HUNTINGTON NATIONAL BANK#838 · 310 sh$24.6K-46.7%
MARK SHEPTOFF FINANCIAL PLANNING#839 · 294 sh$23.4K0.0%
BOKF, NA#840 · 289 sh$23.0K+15.6%
CITY HOLDING#841 · 281 sh$22.3K0.0%
HANTZ FINANCIAL SERVICES#842 · 283 sh$22.0K-6.9%
PNC FINANCIAL SERVICES GROUP#843 · 268 sh$21.3K0.0%
CVA Family Office#844 · 265 sh$21.0K0.0%
Go Invest#845 · 262 sh$20.8K+149.5%
NBC SECURITIES#846 · 255 sh$20.3K+136.1%
SALEM INVESTMENT COUNSELORS#847 · 252 sh$20.0KNew
Golden State Wealth Management#848 · 250 sh$19.9KNew
United Financial Planning Group#849 · 246 sh$19.5K+8.8%
Wilmington Savings Fund Society, FSB#850 · 236 sh$18.7K0.0%
Archer Investment#851 · 235 sh$18.7K0.0%
Commonwealth Retirement Investments#852 · 232 sh$18.4KNew
HIGHLINE WEALTH PARTNERS#853 · 230 sh$18.3K+15.0%
Main Street Group, LTD#854 · 227 sh$18.0K0.0%
TOUNJIAN ADVISORY PARTNERS#855 · 218 sh$17.3KNew
Financial Perspectives#856 · 217 sh$17.2K0.0%
Front Row Advisors#857 · 194 sh$16.8KNew
Asset Dedication#858 · 210 sh$16.7K0.0%
Luminist Capital#859 · 188 sh$15.9KNew
Cape Investment Advisory#860 · 163 sh$12.9KNew
SIGNATUREFD#861 · 160 sh$12.7K-3.6%
VANGUARD ADVISERS#862 · 152 sh$12.1KNew
ZIONS BANCORPORATION, NATIONAL ASSOCIATION#863 · 150 sh$11.9K0.0%
Colonial Advisors#864 · 150 sh$11.9K0.0%
TOWER & INVESTMENT#865 · 139 sh$11.0KNew
SouthState Bank#866 · 139 sh$11.0K0.0%
JPL Wealth Management#867 · 126 sh$10.0K0.0%
Community Financial Services Group#868 · 110 sh$8.8KNew
Prestige Wealth Management Group#869 · 109 sh$8.7K0.0%
FIRST COMMUNITY NA#870 · 108 sh$8.6K+68.8%
WHITTIER#871 · 101 sh$8.3K0.0%
MCF Advisors#872 · 100 sh$7.9K0.0%
Grove Bank#873 · 100 sh$7.9K0.0%
MassMutual Private Wealth & , FSB#874 · 88 sh$7.0K0.0%
HAZLETT, BURT & WATSON#875 · 70 sh$6.0K0.0%
Pinnacle Wealth Planning Services#876 · 73 sh$5.8K0.0%
SITTNER & NELSON#877 · 73 sh$5.8KNew
Strengthening Families & Communities#878 · 72 sh$5.7K0.0%
FIRST FINANCIAL#879 · 72 sh$5.7K0.0%
High Note Wealth#880 · 70 sh$5.6K0.0%
Valued Wealth Advisors#881 · 61 sh$4.8K0.0%
Signature Resources Capital Management#882 · 60 sh$4.8K0.0%
CHILTON CAPITAL MANAGEMENT#883 · 59 sh$4.7K+1080.0%
Purpose Unlimited#884 · 58 sh$4.7K-92.5%
Hillsdale Investment Management#885 · 57 sh$4.5K+39.0%
Montgomery Financial Services#886 · 57 sh$4.5K—
TOTH FINANCIAL ADVISORY#887 · 55 sh$4.4K0.0%
Rossby Financial, LCC#888 · 51 sh$4.0K-98.9%
Aspect Partners#889 · 50 sh$4.0K+25.0%
Atlantic Edge Private Wealth Management#890 · 50 sh$4.0K0.0%
Clean Yield Group#891 · 47 sh$3.7KNew
Abound Wealth Management#892 · 47 sh$3.7K-92.2%
American Capital Advisory#893 · 44 sh$3.5K0.0%
LifeSteps Financial#894 · 42 sh$3.3KNew
Godfrey Financial Associates#895 · 42 sh$3.3K-86.4%
Strategic Investment Solutions#896 · 41 sh$3.3K+105.0%
Cherry Tree Wealth Management#897 · 38 sh$3.0K0.0%
OGOREK ANTHONY JOSEPH /NY#898 · 49 sh$3.0K0.0%
DHJJ Financial Advisors, Ltd.#899 · 36 sh$2.9K0.0%
MOTCO#900 · 36 sh$2.9KNew

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.