WORLD GOLD TR (GLDM)
Institutional ownership reported to the SEC as of Q2 2026, across 26 quarters.
875
Reporting holders
$14.2B
Reported value
50.9%
Of shares outstanding
1.9%
Held as options
+1
Holder change
Institutions report 175,334,753 shares against 344,150,000 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Sumitomo Mitsui Trust Group, Inc. | $1.6B | 20,057,308 | 0.91% | 17q | +7.9%+$116.2M |
| WELLS FARGO & COMPANY/MN | $843.0M | 10,614,311 | 0.14% | 18q | -44.2%-$666.9M |
| MORGAN STANLEY | $669.5M | 8,429,598 | 0.04% | 18q | -4.3%-$30.0M |
| SBI Okasan Asset Management Co.Ltd. | $624.9M | 7,865,470 | 20.55% | 2q | +325.3%+$478.0M |
| MAI Capital Management | $595.4M | 7,497,358 | 2.24% | 7q | +38849.3%+$593.9M |
| BANK OF AMERICA CORP /DE/ | $570.2M | 7,179,195 | 0.04% | 18q | +7.6%+$40.3M |
| Arizona PSPRS Trust | $533.2M | 3,356,524 | 9.93% | new | NEW |
| Empower Advisory Group, LLC | $522.7M | 6,581,765 | 1.25% | 5q | +10.6%+$50.1M |
| STATE STREET CORP | $317.1M | 3,992,972 | 0.01% | 18q | +14.3%+$39.6M |
| Resona Asset Management Co.,Ltd. | $294.7M | 3,708,700 | 1.38% | 10q | +14.6%+$37.5M |
| LPL Financial LLC | $267.8M | 3,371,974 | 0.06% | 17q | +11.6%+$27.8M |
| Cassaday & Co Wealth Management LLC | $264.8M | 3,334,702 | 4.97% | 8q | HELD |
| UBS Group AG | $255.4M | 3,215,193 | 0.03% | 18q | +4.7%+$11.4M |
| AMERIPRISE FINANCIAL INC | $219.9M | 2,752,229 | 0.04% | 18q | -49.3%-$213.8M |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $201.0M | 2,531,014 | 3.62% | 2q | +7.5%+$14.1M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | $167.5M | 2,108,788 | 1.16% | 18q | +31.5%+$40.1M |
| Cerity Partners LLC | $159.1M | 2,003,763 | 0.19% | 14q | +58.1%+$58.5M |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | $157.7M | 1,985,600 | 0.46% | 8q | +30.9%+$37.2M |
| STIFEL FINANCIAL CORP | $148.3M | 1,866,900 | 0.12% | 18q | +30.8%+$34.9M |
| HighTower Advisors, LLC | $140.6M | 1,770,810 | 0.14% | 9q | +11.6%+$14.6M |
| PRUDENTIAL FINANCIAL INC | $139.1M | 1,751,574 | 0.15% | 3q | +4.3%+$5.7M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $129.4M | 1,629,472 | 0.15% | 8q | -9.7%-$13.9M |
| OSAIC HOLDINGS, INC. | $127.2M | 1,601,335 | 0.15% | 18q | +0.7%+$858.8K |
| Gradient Investments LLC | $120.5M | 1,517,719 | 1.66% | 18q | -6.8%-$8.8M |
| Evergreen Quality Fund GP, Ltd. | $118.2M | 1,487,700 | 1.91% | 5q | -42.5%-$87.3M |
| Asset Management One Co., Ltd. | $114.7M | 1,444,626 | 0.29% | 17q | -2.8%-$3.3M |
| REGENTS OF THE UNIVERSITY OF CALIFORNIA | $114.3M | 1,438,678 | 2.62% | 2q | HELD |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $102.4M | 1,288,752 | 0.01% | 6q | +0.5%+$516.1K |
| Sixth Street Partners Management Company, L.P. | $102.4M | 1,288,752 | 0.01% | new | NEW |
| Hollow Brook Wealth Management LLC | $99.3M | 1,250,259 | 19.72% | 18q | +2.4%+$2.4M |
| ROYAL BANK OF CANADA | $96.2M | 1,211,099 | 0.01% | 18q | -13.3%-$14.8M |
| ENVESTNET ASSET MANAGEMENT INC | $91.6M | 1,153,183 | 0.02% | 18q | +0.5%+$484.3K |
| BENJAMIN EDWARDS INC | $89.4M | 1,126,266 | 0.82% | 14q | +42.8%+$26.8M |
| US BANCORP \DE\ | $89.3M | 1,124,252 | 0.10% | 13q | +5.6%+$4.8M |
| JPMORGAN CHASE & CO | $89.0M | 1,120,644 | 0.00% | 18q | -0.9%-$819.4K |
| RAYMOND JAMES FINANCIAL INC | $84.0M | 1,057,616 | 0.02% | 7q | +10.1%+$7.7M |
| Tidal Investments LLC | $77.7M | 978,859 | 0.13% | 18q | +1.4%+$1.0M |
| Equitable Holdings, Inc. | $76.0M | 957,120 | 0.45% | 11q | +10.6%+$7.3M |
| Corient Private Wealth LP | $75.4M | 949,826 | 0.05% | 12q | +97.3%+$37.2M |
| Rockefeller Capital Management L.P. | $71.7M | 902,899 | 0.11% | 18q | +22.0%+$12.9M |
| GREAT VALLEY ADVISOR GROUP, INC. | $68.8M | 866,299 | 1.09% | 14q | +6.0%+$3.9M |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | $65.6M | 826,482 | 0.28% | 9q | -1.5%-$1.0M |
| Bluespring Wealth Management, LLC | $64.5M | 812,554 | 1.24% | 18q | +105.8%+$33.2M |
| Argos Wealth Advisors, LLC | $61.8M | 777,903 | 16.36% | 3q | HELD |
| Farther Finance Advisors, LLC | $57.4M | 722,956 | 0.45% | 15q | +12.9%+$6.5M |
| VAN ECK ASSOCIATES CORP | $53.3M | 671,036 | 0.03% | 16q | HELD |
| 3EDGE Asset Management, LP | $53.1M | 668,550 | 2.37% | 18q | +1.5%+$788.6K |
| NEPC LLC | $52.7M | 664,100 | 0.98% | 12q | +28.6%+$11.7M |
| GOLDMAN SACHS GROUP INC | $52.7M | 663,735 | 0.00% | 8q | +39.1%+$14.8M |
| Cresset Asset Management, LLC | $51.9M | 653,400 | 0.19% | 6q | HELD |
| Diversify Advisory Services, LLC | $51.3M | 634,699 | 0.86% | new | NEW |
| DIVERSIFY WEALTH MANAGEMENT, LLC | $51.3M | 634,699 | 0.86% | 9q | -11.9%-$6.9M |
| Fullerton Fund Management Co Ltd. | $50.8M | 639,081 | 3.26% | 9q | +94.4%+$24.6M |
| Parcion Private Wealth LLC | $49.9M | 628,609 | 2.77% | 17q | HELD |
| CITADEL ADVISORS LLC | $48.8M | 614,789 | 0.01% | 10q | +320.2%+$37.2M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $42.4M | 533,694 | 0.02% | 18q | +26.1%+$8.8M |
| Greenline Partners, LLC | $41.6M | 523,445 | 4.23% | 16q | -1.1%-$463.3K |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | $41.5M | 522,617 | 0.65% | 14q | +57.0%+$15.1M |
| SBI Securities Co., Ltd. | $41.3M | 519,886 | 0.94% | 7q | -10.6%-$4.9M |
| Cetera Investment Advisers | $41.1M | 517,560 | 0.04% | 6q | +5.9%+$2.3M |
| MBL Wealth, LLC | $41.0M | 516,616 | 2.80% | 18q | +1.1%+$456.0K |
| American Investment Services, Inc. | $39.0M | 491,625 | 8.25% | 18q | +4.7%+$1.8M |
| Bangor Savings Bank | $37.2M | 468,405 | 2.74% | 13q | HELD |
| Wealthfront Advisers LLC | $36.4M | 458,933 | 0.07% | 5q | HELD |
| Creative Planning | $36.2M | 456,002 | 0.02% | 17q | -16.6%-$7.2M |
| COMMONWEALTH EQUITY SERVICES, LLC | $35.9M | 451,418 | 0.05% | 18q | -1.7%-$626.5K |
| FULTON BREAKEFIELD BROENNIMAN LLC | $35.8M | 451,102 | 2.11% | 6q | +32.3%+$8.7M |
| Evercore Wealth Management, LLC | $34.8M | 438,275 | 0.49% | 18q | +11.0%+$3.4M |
| SENTINEL PENSION ADVISORS, LLC | $33.5M | 421,382 | 4.39% | 10q | +4.9%+$1.6M |
| Mission Creek Capital Partners, Inc. | $30.4M | 382,931 | 5.35% | 18q | HELD |
| TLT Family Holdco ULC | $30.0M | 377,800 | 4.26% | new | NEW |
| OVERSEA-CHINESE BANKING Corp Ltd | $29.6M | 373,169 | 0.64% | 15q | -44.8%-$24.1M |
| Mariner, LLC | $28.3M | 355,809 | 0.03% | 18q | +2.4%+$652.7K |
| JANE STREET GROUP, LLC | $25.1M | 315,903 | 0.00% | new | NEW |
| ASSETMARK, INC | $23.3M | 293,305 | 0.04% | 18q | -20.6%-$6.0M |
| Baird Financial Group, Inc. | $23.0M | 289,546 | 0.03% | 18q | -1.5%-$342.0K |
| &PARTNERS | $22.3M | 280,855 | 0.09% | 8q | +28.5%+$5.0M |
| AE Wealth Management LLC | $22.0M | 277,490 | 0.10% | 17q | +11.3%+$2.2M |
| CONTINUUM WEALTH ADVISORS, LLC | $21.9M | 275,191 | 7.38% | 9q | +8.1%+$1.6M |
| Evernest Financial Advisors, LLC | $21.8M | 274,270 | 4.56% | 12q | -1.9%-$433.2K |
| China Universal Asset Management Co., Ltd. | $21.7M | 272,700 | 1.30% | 12q | -22.0%-$6.1M |
| Mirae Asset Global Investments Co., Ltd. | $21.4M | 269,700 | 0.03% | 18q | -59.5%-$31.4M |
| RENAISSANCE TECHNOLOGIES LLC | $21.0M | 264,100 | 0.03% | 4q | +74.7%+$9.0M |
| Kestra Advisory Services, LLC | $20.6M | 258,878 | 0.07% | 11q | +54.5%+$7.3M |
| NavPoint Financial, Inc. | $20.4M | 256,791 | 7.56% | 11q | HELD |
| Composition Wealth, LLC | $19.6M | 246,517 | 0.23% | 15q | -1.8%-$355.6K |
| INVESTMENT MANAGEMENT ASSOCIATES INC /ADV | $19.5M | 245,796 | 4.01% | new | NEW |
| Alvarez & Marsal Private Wealth Partners, LLC | $19.1M | 240,000 | 2.51% | 3q | HELD |
| BRANDYWINE OAK PRIVATE WEALTH LLC | $18.9M | 238,457 | 1.44% | 18q | +7.6%+$1.3M |
| Timber Creek Capital Management LLC | $18.6M | 234,486 | 3.80% | 18q | HELD |
| Bank of New York Mellon Corp | $18.1M | 227,684 | 0.00% | 18q | -69.6%-$41.4M |
| LTS Liquid Investments LLC | $18.1M | 227,562 | 9.67% | new | NEW |
| MML INVESTORS SERVICES, LLC | $18.0M | 226,426 | 0.04% | 13q | +14.8%+$2.3M |
| Austin Wealth Management, LLC | $17.4M | 218,666 | 3.67% | 11q | +7.5%+$1.2M |
| GOULD ASSET MANAGEMENT LLC /CA/ | $17.3M | 217,970 | 2.73% | 17q | +141.1%+$10.1M |
| DEUTSCHE BANK AG\ | $17.1M | 214,950 | 0.00% | 18q | -1.3%-$226.3K |
| CoreCap Advisors, LLC | $17.1M | 214,694 | 0.50% | 8q | HELD |
| Summitas Investment Management LLC | $16.6M | 209,626 | 12.37% | 3q | -4.6%-$796.4K |
| Quent Capital, LLC | $15.9M | 200,666 | 0.98% | 19q | +13.3%+$1.9M |
| a16z Perennial Management, L.P. | $15.7M | 198,110 | 1.27% | new | NEW |
Showing the largest 100 of 910 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 875 | $14.2B | 175,334,753 | 95 | 363 | 239 | 1.9% |
| Q1 2026 | 874 | $15.8B | 171,574,865 | 111 | 264 | 356 | 0.0% |
| Q4 2025 | 839 | $13.4B | 157,144,213 | 109 | 310 | 235 | 0.0% |
| Q3 2025 | 719 | $11.4B | 149,728,726 | 107 | 331 | 158 | 0.0% |
| Q2 2025 | 665 | $8.9B | 135,405,896 | 108 | 238 | 207 | 0.0% |
| Q1 2025 | 582 | $7.8B | 125,724,591 | 95 | 239 | 149 | 0.0% |
| Q4 2024 | 510 | $5.6B | 108,112,281 | 70 | 163 | 136 | 0.0% |
| Q3 2024 | 428 | $5.7B | 109,559,087 | 74 | 150 | 105 | 0.0% |
| Q2 2024 | 369 | $4.0B | 86,025,167 | 50 | 134 | 108 | 0.0% |
| Q1 2024 | 336 | $4.6B | 103,729,655 | 38 | 131 | 93 | 0.0% |
| Q4 2023 | 332 | $3.9B | 95,834,401 | 43 | 89 | 100 | 0.0% |
| Q3 2023 | 301 | $3.3B | 90,832,657 | 37 | 107 | 87 | 0.0% |
| Q2 2023 | 292 | $3.8B | 99,932,609 | 39 | 103 | 75 | 0.0% |
| Q1 2023 | 267 | $3.5B | 89,016,462 | 56 | 88 | 71 | 0.0% |
| Q4 2022 | 215 | $2.5B | 68,162,135 | 29 | 52 | 73 | 0.0% |
| Q3 2022 | 244 | $2.8B | 86,201,067 | 27 | 81 | 78 | 0.0% |
| Q2 2022 | 263 | $3.1B | 85,410,854 | 76 | 75 | 68 | 0.0% |
| Q1 2022 | 209 | $2.4B | 63,473,073 | 204 | 1 | 1 | 0.0% |
| Q4 2021 | 3 | $11.3M | 288,987 | 0 | 0 | 0 | 0.0% |
| Q3 2021 | 1 | $213.4K | 12,225 | 0 | 1 | 0 | 0.0% |
| Q2 2021 | 1 | $209.9K | 11,922 | 0 | 0 | 0 | 0.0% |
| Q1 2021 | 1 | $202.7K | 11,922 | 0 | 0 | 0 | 0.0% |
| Q4 2020 | 2 | $231.7K | 12,235 | 0 | 0 | 1 | 0.0% |
| Q3 2020 | 2 | $242.4K | 12,895 | 2 | 0 | 0 | 0.0% |
| Q1 2020 | 1 | $291.4K | 18,539 | 0 | 1 | 0 | 0.0% |
| Q4 2019 | 1 | $231.5K | 15,293 | 1 | 0 | 0 | 0.0% |