# WORLD GOLD TR (GLDMXXXX)

> Institutional ownership reported to the SEC as of Q2 2026, from Form 13F filings. Source: https://holderbook.com/stocks/GLDMXXXX/

- Reporting holders: 3
- Reported value: $63.7M
- 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 |
|---|---|---|---|---|
| [Richard C. Young & CO., LTD.](https://holderbook.com/funds/1387304-richard-c-young-co-ltd/) | $49.6M | 625,076 | 3.7% | 28 |
| [LAM GROUP, INC.](https://holderbook.com/funds/1961944-lam-group-inc/) | $11.2M | 140,590 | 5.5% | 8 |
| [HORIZON FINANCIAL SERVICES, LLC](https://holderbook.com/funds/1674020-horizon-financial-services-llc/) | $2.8M | 35,808 | 1.1% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2026 | 3 | $63.7M |
| Q1 2026 | 2 | $72.4M |
| Q4 2025 | 2 | $67.5M |
| Q3 2025 | 2 | $60.0M |
| Q2 2025 | 3 | $64.3M |
| Q1 2025 | 4 | $62.3M |
| Q4 2024 | 3 | $50.4M |
| Q3 2024 | 3 | $49.7M |
| Q2 2024 | 3 | $42.9M |
| Q1 2024 | 4 | $41.4M |
| Q4 2023 | 3 | $40.7M |
| Q3 2023 | 5 | $37.9M |