# WORLD GOLD TR (GLDM)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/GLDM/

- Reporting holders: 48
- Reported value: $359.5M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Gradient Investments LLC](https://holderbook.com/funds/1542265-gradient-investments-llc/) | $107.9M | 1,313,275 | 1.5% | 19 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $97.7M | 1,188,672 | 0.7% | 16 |
| [Bangor Savings Bank](https://holderbook.com/funds/1352675-bangor-savings-bank/) | $37.7M | 459,007 | 2.9% | 14 |
| [CONFLUENCE INVESTMENT MANAGEMENT LLC](https://holderbook.com/funds/1442056-confluence-investment-management-llc/) | $27.0M | 329,014 | 0.5% | 15 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $18.2M | 221,663 | 0.5% | 9 |
| [INSPIRION WEALTH ADVISORS, LLC](https://holderbook.com/funds/1633448-inspirion-wealth-advisors-llc/) | $9.4M | 114,893 | 1.1% | 18 |
| [Financial Enhancement Group LLC](https://holderbook.com/funds/1641438-financial-enhancement-group-llc/) | $8.8M | 108,686 | 1.0% | 19 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $8.5M | 103,614 | 0.7% | 19 |
| [BAKER TILLY WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/1840565-baker-tilly-wealth-management-llc/) | $8.1M | 98,042 | 1.6% | 18 |
| [Roan Capital Partners](https://holderbook.com/funds/2124783-roan-capital-partners/) | $4.7M | 56,837 | 3.4% | 3 |
| [Stonebridge Financial Group, LLC](https://holderbook.com/funds/2009367-stonebridge-financial-group-llc/) | $4.1M | 50,206 | 0.3% | 5 |
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $3.6M | 44,844 | 0.0% | 10 |
| [American National Bank of Texas](https://holderbook.com/funds/2086953-american-national-bank-of-texas/) | $3.1M | 37,124 | 2.8% | 5 |
| [LifeGoal Investments, LLC](https://holderbook.com/funds/2054684-lifegoal-investments-llc/) | $2.3M | 28,310 | 0.7% | 3 |
| [McNaughton Wealth Management, LLC](https://holderbook.com/funds/1802691-mcnaughton-wealth-management-llc/) | $2.2M | 26,901 | 0.8% | 7 |
| [YHB Investment Advisors, Inc.](https://holderbook.com/funds/1469219-yhb-investment-advisors-inc/) | $1.8M | 21,591 | 0.1% | 8 |
| [Shira Ridge Wealth Management](https://holderbook.com/funds/1961210-shira-ridge-wealth-management/) | $1.6M | 19,441 | 0.6% | 7 |
| [Pathway Financial Advisors LLC](https://holderbook.com/funds/1738828-pathway-financial-advisors-llc/) | $1.4M | 16,965 | 0.2% | 19 |
| [First Heartland Consultants, Inc.](https://holderbook.com/funds/1428793-first-heartland-consultants-inc/) | $1.3M | 15,950 | 0.1% | 7 |
| [FIRST FINANCIAL BANK - TRUST DIVISION](https://holderbook.com/funds/1315339-first-financial-bank-trust-division/) | $1.2M | 15,176 | 0.1% | 6 |
| [LEGACY SOLUTIONS, LLC](https://holderbook.com/funds/2053314-legacy-solutions-llc/) | $805.6K | 9,803 | 0.6% | 3 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $747.7K | 9,149 | 0.0% | 5 |
| [TITLEIST ASSET MANAGEMENT, LLC](https://holderbook.com/funds/1977759-titleist-asset-management-llc/) | $703.2K | 8,557 | 0.0% | 3 |
| [Balefire, LLC](https://holderbook.com/funds/1750924-balefire-llc/) | $660.9K | 8,042 | 0.1% | 3 |
| [Tactive Advisors, LLC](https://holderbook.com/funds/2002409-tactive-advisors-llc/) | $622.1K | 7,570 | 0.1% | 6 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 48 | $359.5M |
| Q2 2026 | 917 | $15.0B |
| Q1 2026 | 904 | $16.1B |
| Q4 2025 | 875 | $13.9B |
| Q3 2025 | 752 | $11.8B |
| Q2 2025 | 700 | $9.2B |
| Q1 2025 | 614 | $8.0B |
| Q4 2024 | 537 | $5.8B |
| Q3 2024 | 461 | $5.9B |
| Q2 2024 | 402 | $4.2B |
| Q1 2024 | 369 | $4.8B |
| Q4 2023 | 370 | $4.1B |