World Gold Trust GLDM Institutional Ownership

NYSE GLDM

$86.20 -1.53 (-1.74%)

As of: Sep 8, 2026 · 3:59 PM EDT

Institutions by Trading Activity

904 Institutions

Increased 506 56.0%

Unchanged 133 14.7%

Reduced 265 29.3%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

51.83%

▲+0.73 pp QoQ

Shares Held by Institutions

175.86Mn

of 339.27Mn outstanding

▲+17.60% QoQ

Shares Outstanding

339.27Mn

163.41Mn held outside 13F filers

Institutional Investors

904

filed 13F for Jun 2026

▲+5 vs prior quarter

Net Shares Added (QoQ)

+26.32Mn

accumulated since last quarter

Value of Holdings

$15.43Bn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

World Gold Trust (NYSE:GLDM) has 904 institutional investors with active 13F positions as of June 2026.

Their combined ownership stood at 51.8% of outstanding shares in June 2026, up from 51.1% in March 2026.
Their total shares held in GLDM increased 17.6% quarter over quarter, and separately, investors owning World Gold Trust increased 29.7% from a year ago.
During the quarter, 506 of these 904 funds increased positions in GLDM, 265 reduced exposure, and 133 held steady.
Altogether, these fund groups held 175.86Mn shares in GLDM by June 2026, up by 26.32Mn shares quarter on quarter, and up 42.83Mn shares year over year.
Sumitomo Mitsui Trust Group, Inc. leads ownership in GLDM with 20.06Mn shares as of June 30, 2026, equal to 5.91% of outstanding shares.
The biggest buyers of World Gold Trust for the quarter ending June 2026 included MAI Capital Management (7.48Mn), SBI Okasan Asset Management Co.Ltd. (6.02Mn), WealthNavi Inc. (1.52Mn), Sumitomo Mitsui Trust Group, Inc. (1.46Mn), Sixth Street Partners Management Company, L.P. (1.29Mn).
The biggest sellers of World Gold Trust for the quarter ending June 2026 included Principal Financial Group Inc (1.22Mn), Evergreen Quality Fund GP, Ltd. (1.1Mn), Bank of New York Mellon Corp (521.73K), Tradewinds Capital Management, LLC (411.9K), Morgan Stanley (377.41K).
Per Business Quant data, the top 10 holders of World Gold Trust for the quarter ending June 2026 are Sumitomo Mitsui Trust Group, Inc. (20.06Mn), Wells Fargo & Company/Mn (10.61Mn), Morgan Stanley (8.43Mn), SBI Okasan Asset Management Co.Ltd. (7.87Mn), MAI Capital Management (7.5Mn), Bank Of America Corp /De/ (7.18Mn), Empower Advisory Group, LLC (6.58Mn), State Street Corp (3.99Mn), Resona Asset Management Co.,Ltd. (3.71Mn), LPL Financial LLC (3.37Mn).

Form 13F Holdings

904 Institutional Holders

Report period 30 Jun, 2026

Total shares held 175.86Mn

Of outstanding 51.83%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	Sumitomo Mitsui Trust Group, Inc.	0001475365	20,057,308	5.91%	▲1,462,902	+7.87%	$1.59Bn
2	Wells Fargo & Company/Mn	0000072971	10,614,311	3.13%	▲1,108,757	+11.66%	$842.99Mn
3	Morgan Stanley	0000895421	8,429,598	2.48%	▼377,410	-4.29%	$669.48Mn
4	SBI Okasan Asset Management Co.Ltd.	0001535128	7,865,470	2.32%	▲6,016,060	+325.30%	$624.91Mn
5	MAI Capital Management	0001040197	7,497,358	2.21%	▲7,478,109	+38,849.34%	$595.44Mn
6	Bank Of America Corp /De/	0000070858	7,179,195	2.12%	▲507,383	+7.60%	$570.17Mn
7	Empower Advisory Group, LLC	0001978885	6,581,765	1.94%	▲630,753	+10.60%	$522.72Mn
8	State Street Corp	0000093751	3,992,972	1.18%	▲499,040	+14.28%	$317.12Mn
9	Resona Asset Management Co.,Ltd.	0001944142	3,708,700	1.09%	▲472,400	+14.60%	$294.66Mn
10	LPL Financial LLC	0001403438	3,371,974	0.99%	▲349,567	+11.57%	$267.80Mn
11	Cassaday & Co Wealth Management LLC	0001963612	3,334,702	0.98%	▲6,342	+0.19%	$264.84Mn
12	UBS Group AG	0001610520	3,215,193	0.95%	▲143,119	+4.66%	$255.35Mn
13	Ameriprise Financial Inc	0000820027	2,752,229	0.81%	▲38,642	+1.42%	$219.93Mn
14	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	0001079935	2,531,014	0.75%	▲177,505	+7.54%	$201.01Mn
15	Sumitomo Mitsui DS Asset Management Company, Ltd	0001411530	2,108,788	0.62%	▲505,278	+31.51%	$167.48Mn
16	Cerity Partners LLC	0001566475	2,003,763	0.59%	▲736,302	+58.09%	$159.14Mn
17	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	0001007280	1,985,600	0.59%	▲469,000	+30.92%	$157.70Mn
18	Stifel Financial Corp	0000720672	1,866,900	0.55%	▲439,820	+30.82%	$148.27Mn
19	HighTower Advisors, LLC	0001462245	1,770,810	0.52%	▲183,878	+11.59%	$140.64Mn
20	Prudential Financial Inc	0001137774	1,751,574	0.52%	▲71,620	+4.26%	$139.11Mn

Showing 1 to 20 of 904 holders