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GLDM

World Gold Trust
$81.54 +1.62 (+2.03%) At close · Jul 2
Shares
340,850,000

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

The Jun 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out.
Holders: 907
Total Value: $15,041,977,899
Total Shares: 162,492,741
Showing 1–100 of 908 holdings by value · page 1 of 10

Institutional Ownership Trend

25 quarters

Superinvestors Holding GLDM

All superinvestors →
Joel Greenblatt $3,049,593 Christopher Bloomstran $2,222,613

Holder Concentration

Across 905 13F filers
Top Holder
11.5%
Jun 2023 → Mar 2026 · range 10.5% – 16.2%
of institutional value
Top 5
31.5%
Jun 2023 → Mar 2026 · range 29.1% – 34.9%
of institutional value
Top 10
43.2%
Jun 2023 → Mar 2026 · range 42.2% – 48.9%
of institutional value
HHI
297
Jun 2023 → Mar 2026 · range 272 – 441
Broadly held
Showing 100 of 908
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Mega Sumitomo Mitsui Trust Group, Inc. $1,723,515,492 11.46% 18,594,406
Mega WELLS FARGO & COMPANY/MN $881,069,798 5.86% 9,505,554
Mega MORGAN STANLEY $816,321,570 5.43% 8,807,008
Mid EVOKE WEALTH, LLC $692,639,650 4.60% 7,472,647
Mega BANK OF AMERICA CORP /DE/ Bank $618,410,253 4.11% 6,671,812
Large Empower Advisory Group, LLC $551,599,302 3.67% 5,951,012
Mega STATE STREET CORP $323,852,557 2.15% 3,493,932
Small Cassaday & Co Wealth Management LLC $308,505,688 2.05% 3,328,360
Large Resona Asset Management Co.,Ltd. $299,972,647 1.99% 3,236,300
Mega UBS Group AG $284,750,538 1.89% 3,072,074
Mega LPL Financial LLC $280,146,904 1.86% 3,022,407
Mega AMERIPRISE FINANCIAL INC $251,522,377 1.67% 2,713,587
Mid Evergreen Quality Fund GP, Ltd. $239,808,958 1.59% 2,587,215
Mid SIGNATURE ESTATE & INVESTMENT ADVISORS LLC $218,146,748 1.45% 2,353,509
Small SBI Okasan Asset Management Co.Ltd. $171,421,812 1.14% 1,849,410
Large MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. Mutual Fund $167,311,567 1.11% 1,805,066
Large PRUDENTIAL FINANCIAL INC $155,714,936 1.04% 1,679,954
Mid Gradient Investments LLC $150,923,512 1.00% 1,628,261
Large Sumitomo Mitsui DS Asset Management Company, Ltd $148,629,341 0.99% 1,603,510
Large OSAIC HOLDINGS, INC. $147,425,390 0.98% 1,590,521
Large HighTower Advisors, LLC $147,092,727 0.98% 1,586,932
Large PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO Pension $140,573,654 0.93% 1,516,600
Large Asset Management One Co., Ltd. $137,792,490 0.92% 1,486,595
Mid REGENTS OF THE UNIVERSITY OF CALIFORNIA Endowment $133,351,063 0.89% 1,438,678
Large STIFEL FINANCIAL CORP $132,276,043 0.88% 1,427,080
Mega ROYAL BANK OF CANADA Bank $129,546,321 0.86% 1,397,630
Mega CHARLES SCHWAB INVESTMENT MANAGEMENT INC $118,852,123 0.79% 1,282,254
Large Cerity Partners LLC $117,480,959 0.78% 1,267,461
Mega PRINCIPAL FINANCIAL GROUP INC $116,728,409 0.78% 1,259,342
Small Hollow Brook Wealth Management LLC $113,126,754 0.75% 1,220,485
Mega ENVESTNET ASSET MANAGEMENT INC $106,323,308 0.71% 1,147,085
Mega JPMORGAN CHASE & CO $104,828,493 0.70% 1,130,958
Large COHEN & STEERS, INC. $103,582,743 0.69% 1,117,518
Large US BANCORP \DE\ Bank $98,637,824 0.66% 1,064,169
Large Tidal Investments LLC $89,511,937 0.60% 965,713
Mega RAYMOND JAMES FINANCIAL INC $88,998,527 0.59% 960,174
Large CWM, LLC $85,528,585 0.57% 922,738
Mid Equitable Holdings, Inc. $80,200,115 0.53% 865,251
Large NISSAY ASSET MANAGEMENT CORP /JAPAN $77,791,843 0.52% 839,269
Mid GREAT VALLEY ADVISOR GROUP, INC. $75,757,020 0.50% 817,316
Mid BENJAMIN EDWARDS INC $73,113,593 0.49% 788,797
Small Argos Wealth Advisors, LLC $72,277,530 0.48% 779,777
Mega Bank of New York Mellon Corp Bank $69,463,088 0.46% 749,413
Large Rockefeller Capital Management L.P. $68,615,716 0.46% 740,271
Mid DIVERSIFY WEALTH MANAGEMENT, LLC $66,773,412 0.44% 720,395
Mid Private Advisor Group, LLC $63,219,863 0.42% 682,057
Mid OVERSEA-CHINESE BANKING Corp Ltd $62,717,112 0.42% 676,633
Mid Quadrature Capital Ltd $62,213,249 0.41% 671,197
Mega VAN ECK ASSOCIATES CORP $62,198,326 0.41% 671,036
Small 3EDGE Asset Management, LP $61,047,580 0.41% 658,621
Large Cresset Asset Management, LLC $60,723,443 0.40% 655,124
Mid Farther Finance Advisors, LLC $59,375,360 0.39% 640,580
Small Parcion Private Wealth LLC $57,987,142 0.39% 625,603
Small Verde Servicos Internacionais S.A. $55,169,736 0.37% 595,207
Small Strategic Financial Services, Inc. $54,108,343 0.36% 583,756
Mid SBI Securities Co., Ltd. Broker-Dealer $53,899,698 0.36% 581,505
Large Creative Planning $50,652,211 0.34% 546,469
Small Greenline Partners, LLC $49,058,776 0.33% 529,278
Micro NEPC LLC $47,868,638 0.32% 516,438
Small MBL Wealth, LLC $47,353,003 0.31% 510,875
Large Cetera Investment Advisers $45,317,345 0.30% 488,913
Large Corient Private Wealth LLC $44,629,493 0.30% 481,492
Mega GOLDMAN SACHS GROUP INC $44,235,282 0.29% 477,239
Mid Main Street Research LLC $43,513,413 0.29% 469,451
Small American Investment Services, Inc. $43,504,422 0.29% 469,354
Large COMMONWEALTH EQUITY SERVICES, LLC $42,573,165 0.28% 459,307
Mid Wealthfront Advisers LLC $42,500,404 0.28% 458,522
Mid CONFLUENCE INVESTMENT MANAGEMENT LLC $41,506,241 0.28% 522,617
Small Capital Planning Advisors, LLC $41,034,882 0.27% 442,711
Large NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $39,241,238 0.26% 423,360
Small Tradewinds Capital Management, LLC $38,366,893 0.26% 413,927
Small SENTINEL PENSION ADVISORS, LLC Pension $37,243,027 0.25% 401,802
Small Bangor Savings Bank Bank $37,200,724 0.25% 468,405
Mid Evercore Wealth Management, LLC $36,600,406 0.24% 394,869
Small SNS Financial Group, LLC $36,599,758 0.24% 394,862
Small Mission Creek Capital Partners, Inc. $35,590,642 0.24% 383,975
Large ASSETMARK, INC $34,233,939 0.23% 369,338
Large Cambridge Investment Research Advisors, Inc. $34,117,335 0.23% 368,080
Mid China Universal Asset Management Co., Ltd. $32,413,693 0.22% 349,700
Large Mariner, LLC $32,218,209 0.21% 347,591
Mid FULTON BREAKEFIELD BROENNIMAN LLC $31,602,006 0.21% 340,943
Large Mirae Asset Global Investments Co., Ltd. $30,837,963 0.21% 332,700
Small Fullerton Fund Management Co Ltd. $30,467,759 0.20% 328,706
Large Baird Financial Group, Inc. $27,237,141 0.18% 293,852
Small Evernest Financial Advisors, LLC $25,927,617 0.17% 279,724
Micro NavPoint Financial, Inc. $23,837,921 0.16% 257,179
Micro CONTINUUM WEALTH ADVISORS, LLC $23,603,786 0.16% 254,653
Mid Composition Wealth, LLC $23,264,726 0.15% 250,995
Mid AE Wealth Management LLC $23,115,942 0.15% 249,390
Small Alvarez & Marsal Private Wealth Partners, LLC $22,245,600 0.15% 240,000
Small Timber Creek Capital Management LLC $21,667,121 0.14% 233,759
Mid Stratos Wealth Partners, LTD. $20,912,254 0.14% 225,615
Micro Piedmont Capital Management, LLC $20,605,265 0.14% 222,303
Small BRANDYWINE OAK PRIVATE WEALTH LLC $20,550,577 0.14% 221,713
Micro Summitas Investment Management LLC $20,359,729 0.14% 219,654
Large &PARTNERS $20,253,691 0.13% 218,510
Mega DEUTSCHE BANK AG\ Bank $20,187,882 0.13% 217,800
Small Encompass More Asset Management $19,467,495 0.13% 210,028
Micro Austin Wealth Management, LLC $18,860,283 0.13% 203,477
Micro My Portfolio Guide, LLC $18,853,331 0.13% 203,402
Key facts CIK 1618181 CUSIP 98149E303 13F (30d) 19 filings 18 filers

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