WORLD GOLD TR (GLDMXXXX)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
3
Reporting holders
$63.7M
Reported value
0.0%
Held as options
+1
Holder change
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 |
|---|---|---|---|---|---|
| Richard C. Young & CO., LTD. | $49.6M | 625,076 | 3.66% | 28q | -2.6%-$1.3M |
| LAM GROUP, INC. | $11.2M | 140,590 | 5.55% | 8q | +0.9%+$96.5K |
| HORIZON FINANCIAL SERVICES, LLC | $2.8M | 35,808 | 1.09% | new | NEW |
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 | 3 | $63.7M | 801,474 | 1 | 1 | 1 | 0.0% |
| Q1 2026 | 2 | $72.4M | 781,246 | 0 | 0 | 1 | 0.0% |
| Q4 2025 | 2 | $67.5M | 790,693 | 0 | 1 | 0 | 0.0% |
| Q3 2025 | 2 | $60.0M | 784,929 | 0 | 1 | 1 | 0.0% |
| Q2 2025 | 3 | $64.3M | 981,032 | 0 | 1 | 2 | 0.0% |
| Q1 2025 | 4 | $60.0M | 1,006,770 | 1 | 1 | 2 | 0.0% |
| Q4 2024 | 3 | $50.4M | 969,172 | 0 | 2 | 0 | 0.0% |
| Q3 2024 | 3 | $49.7M | 953,371 | 1 | 0 | 1 | 0.0% |
| Q2 2024 | 3 | $42.9M | 931,314 | 0 | 0 | 2 | 0.0% |
| Q1 2024 | 4 | $41.4M | 939,890 | 1 | 0 | 3 | 0.0% |
| Q4 2023 | 3 | $40.7M | 994,208 | 1 | 2 | 0 | 0.0% |
| Q3 2023 | 5 | $37.9M | 1,033,000 | 1 | 0 | 2 | 0.0% |
| Q2 2023 | 4 | $39.7M | 1,041,174 | 0 | 1 | 2 | 0.0% |
| Q1 2023 | 8 | $43.5M | 1,131,588 | 3 | 2 | 1 | 0.0% |
| Q4 2022 | 8 | $227.4M | 6,283,630 | 0 | 2 | 1 | 0.0% |
| Q3 2022 | 7 | $36.0M | 1,091,312 | 2 | 1 | 3 | 0.0% |
| Q2 2022 | 11 | $41.5M | 1,155,051 | 0 | 2 | 3 | 0.0% |
| Q1 2022 | 32 | $106.7M | 2,890,342 | 3 | 3 | 26 | 0.0% |
| Q4 2021 | 254 | $2.9B | 155,603,703 | 24 | 96 | 60 | 0.0% |
| Q3 2021 | 231 | $2.7B | 157,503,149 | 20 | 102 | 57 | 0.0% |
| Q2 2021 | 233 | $2.8B | 158,685,283 | 34 | 97 | 64 | 0.0% |
| Q1 2021 | 222 | $2.7B | 158,235,346 | 32 | 96 | 67 | 0.0% |
| Q4 2020 | 220 | $2.6B | 140,072,670 | 34 | 100 | 48 | 0.0% |
| Q3 2020 | 196 | $2.1B | 109,671,883 | 40 | 90 | 39 | 0.0% |
| Q2 2020 | 172 | $1.6B | 89,587,282 | 55 | 66 | 34 | 0.0% |
| Q1 2020 | 129 | $951.7M | 60,514,907 | 30 | 47 | 32 | 0.0% |
| Q4 2019 | 115 | $672.3M | 44,392,120 | 21 | 41 | 24 | 0.0% |
| Q3 2019 | 98 | $618.6M | 41,949,631 | 30 | 36 | 17 | 0.0% |
| Q2 2019 | 70 | $545.6M | 38,731,434 | 22 | 21 | 21 | 0.0% |
| Q1 2019 | 59 | $450.6M | 34,904,671 | 22 | 27 | 7 | 0.0% |
| Q4 2018 | 45 | $316.9M | 24,722,838 | 4 | 1 | 0 | 0.0% |