DaveManuel.com · Institutional Ownership · Who Owns It
WORLD GOLD TR (GLDM)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
926
Reporting holders
$14.3B
Reported value
52.2%
Of shares outstanding
0.0%
Calls
0.0%
Puts
+13
Holder change
Institutions report 179,749,337 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.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
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 | +11.7%+$88.1M |
| 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 |
| 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 |
| Arizona PSPRS Trust | $266.6M | 3,356,524 | 9.93% | new | NEW |
| 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 | +1.4%+$3.1M |
| 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 |
| WealthNavi Inc. | $128.2M | 1,614,358 | 1.00% | 2q | +1551.0%+$120.4M |
| 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 |
| 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 |
| COHEN & STEERS, INC. | $78.3M | 985,318 | 0.12% | 18q | -11.8%-$10.5M |
| 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 |
| 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 |
| Richard C. Young & CO., LTD. | $49.6M | 625,076 | 3.66% | 28q | -2.6%-$1.3M |
| CITADEL ADVISORS LLC | $48.8M | 614,789 | 0.01% | 10q | +320.2%+$37.2M |
| Cambridge Investment Research Advisors, Inc. | $48.3M | 608,351 | 0.06% | 18q | +65.3%+$19.1M |
| Verde Servicos Internacionais S.A. | $47.3M | 595,207 | 17.32% | 3q | HELD |
| Strategic Financial Services, Inc. | $44.6M | 561,408 | 1.95% | 18q | -3.8%-$1.8M |
| 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 |
| Corient Private Wealth LP | $37.7M | 474,192 | 0.05% | 12q | -1.5%-$579.8K |
| 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 | -18.9%-$5.0M |
| 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 |
| Virtu Financial LLC | $19.7M | 247,787 | 0.62% | new | NEW |
| 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 |
Showing the largest 100 of 926 reported holders.
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-09-28 | 2026-09-28 | Directors or officers departed or appointed | filing |
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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 411 | $4.5B | 54,625,702 | 59 | 177 | 92 | 0.0% |
| Q2 2026 | 926 | $14.3B | 179,749,337 | 102 | 382 | 253 | 0.0% |
| Q1 2026 | 913 | $15.1B | 163,196,024 | 116 | 275 | 374 | 0.0% |
| Q4 2025 | 879 | $14.0B | 163,260,605 | 116 | 327 | 241 | 0.0% |
| Q3 2025 | 756 | $11.8B | 154,705,492 | 114 | 347 | 164 | 0.0% |
| Q2 2025 | 704 | $9.3B | 141,363,905 | 114 | 249 | 222 | 0.0% |
| Q1 2025 | 619 | $8.1B | 130,449,985 | 105 | 255 | 156 | 0.0% |
| Q4 2024 | 542 | $5.8B | 112,441,467 | 74 | 174 | 145 | 0.0% |
| Q3 2024 | 464 | $5.9B | 114,033,214 | 82 | 159 | 116 | 0.0% |
| Q2 2024 | 405 | $4.2B | 91,407,265 | 52 | 148 | 122 | 0.0% |
| Q1 2024 | 375 | $4.8B | 108,908,099 | 41 | 146 | 108 | 0.0% |
| Q4 2023 | 373 | $4.1B | 100,088,149 | 49 | 100 | 115 | 0.0% |
| Q3 2023 | 343 | $3.5B | 95,943,715 | 43 | 119 | 100 | 0.0% |
| Q2 2023 | 334 | $4.1B | 108,161,517 | 46 | 112 | 91 | 0.0% |
| Q1 2023 | 320 | $4.0B | 101,262,796 | 72 | 100 | 84 | 0.0% |
| Q4 2022 | 272 | $3.2B | 88,212,815 | 36 | 65 | 98 | 0.0% |
| Q3 2022 | 250 | $4.0B | 122,236,533 | 29 | 81 | 82 | 0.0% |
| Q2 2022 | 271 | $4.6B | 129,016,215 | 76 | 78 | 70 | 0.0% |
| Q1 2022 | 237 | $4.8B | 125,445,390 | 205 | 17 | 11 | 0.0% |
| Q4 2021 | 254 | $11.7B | 644,423,064 | 24 | 94 | 59 | 0.0% |
| Q3 2021 | 231 | $11.3B | 644,487,802 | 20 | 103 | 57 | 0.0% |
| Q2 2021 | 234 | $11.4B | 649,481,278 | 34 | 98 | 63 | 0.0% |
| Q1 2021 | 219 | $10.3B | 603,725,243 | 31 | 93 | 67 | 0.0% |
| Q4 2020 | 221 | $11.2B | 591,794,535 | 34 | 99 | 49 | 0.0% |
| Q3 2020 | 196 | $14.6B | 774,662,762 | 41 | 90 | 39 | 0.0% |
| Q2 2020 | 172 | $12.2B | 684,888,385 | 55 | 65 | 35 | 0.0% |
| Q1 2020 | 129 | $69.3B | 4,405,765,134 | 30 | 48 | 32 | 0.0% |
| Q4 2019 | 115 | $8.1B | 532,023,010 | 21 | 41 | 25 | 0.0% |
| Q3 2019 | 97 | $7.8B | 533,267,837 | 30 | 36 | 17 | 0.0% |
| Q2 2019 | 70 | $2.9B | 205,002,996 | 22 | 21 | 21 | 0.0% |
| Q1 2019 | 59 | $492.0M | 38,108,464 | 22 | 27 | 7 | 0.0% |
| Q4 2018 | 45 | $316.9M | 24,722,838 | 4 | 1 | 0 | 0.0% |