GLDM — WORLD GOLD TR
As of Q2 2026, 19 SEC-registered investment managers reported holding GLDM (WORLD GOLD TR) in their latest 13F filings, with a combined reported value of $2.85B across 35.90M shares. That is +4.8% by share count (+1.63M shares) versus the previous quarter, while reported value moved -10.2%. Ownership is concentrated: the five largest holders account for 86.9% of reported value and the top ten for 97.9%.
Compared with the prior quarter, 1 opened new positions, 13 added to existing stakes, 4 trimmed, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
GLDM is classified in the Financials sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| Wells Fargo & Co history | Q2 2026 | 10.61M | $842.99M | 0.14% | Add |
| Morgan Stanley history | Q2 2026 | 8.43M | $669.48M | 0.04% | Reduce |
| Bank of America Corp history | Q2 2026 | 7.18M | $570.17M | 0.04% | Add |
| UBS Group AG history | Q2 2026 | 3.22M | $255.35M | 0.03% | Add |
| Prudential Financial history | Q2 2026 | 1.75M | $139.11M | 0.15% | Add |
| Charles Schwab Investment Management history | Q2 2026 | 1.29M | $102.35M | 0.01% | Add |
| JPMorgan Chase & Co history | Q2 2026 | 1.12M | $89.04M | 0.01% | New |
| Goldman Sachs Group history | Q2 2026 | 663.74K | $52.71M | 0.01% | Add |
| Citadel Advisors history | Q2 2026 | 614.79K | $48.83M | 0.01% | Add |
| Manulife Financial history | Q3 2025 | 554.92K | $42.42M | 0.04% | Hold |
| Renaissance Technologies history | Q2 2026 | 264.10K | $20.97M | 0.03% | Add |
| BNY Mellon history | Q2 2026 | 227.68K | $18.08M | 0.00% | Reduce |
| Deutsche Bank AG history | Q2 2026 | 214.95K | $17.07M | 0.01% | Reduce |
| AQR Capital Management history | Q2 2026 | 139.22K | $11.06M | 0.00% | Add |
| Franklin Resources history | Q2 2026 | 103.09K | $8.19M | 0.00% | Add |
| Principal Global Investors history | Q2 2026 | 40.20K | $3.19M | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | Q2 2026 | 14.93K | $1.19M | 0.00% | Add |
| Millennium Management history | Q1 2022 | 25.63K | $986.00K | 0.00% | New |
| BlackRock Inc history | Q2 2026 | 9.25K | $734.48K | 0.00% | Add |
| Citigroup Inc history | Q2 2026 | 7.49K | $594.86K | 0.00% | Add |
New Positions (Q2 2026)
- JPMorgan Chase & Co 1.12M sh · $89.04M
Fully Exited (vs previous quarter)
- Northern Trust Corp sold 2.22K sh · $205.96K
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Wells Fargo & Co | 172.26K | 257.82K | 259.73K | 266.05K | 364.04K | 458.00K | 748.53K | 750.65K | 952.29K | 1.06M | 1.04M | 1.12M | 1.30M | 4.35M | 5.13M | 7.91M | 9.51M | 10.61M |
| Morgan Stanley | 2.97M | 2.92M | 5.31M | 4.02M | 4.82M | 5.46M | 5.81M | 6.28M | 5.88M | 6.35M | 6.63M | 7.01M | 7.79M | 7.93M | 8.62M | 10.56M | 8.81M | 8.43M |
| Bank of America Corp | 1.55M | 1.67M | 1.83M | 1.85M | 1.98M | 3.10M | 2.87M | 2.83M | 1.66M | 3.37M | 2.24M | 4.68M | 6.47M | 5.73M | 7.37M | 7.66M | 6.67M | 7.18M |
| UBS Group AG | 1.25M | 1.86M | 1.50M | 2.53M | 2.88M | 3.05M | 3.24M | 3.32M | 3.15M | 3.29M | 3.49M | 3.56M | 3.10M | 3.06M | 3.32M | 3.41M | 3.07M | 3.22M |
| Prudential Financial | — | — | — | — | — | — | — | 9.01K | 12.34K | 20.28K | 21.88K | — | — | — | — | 2.64M | 1.68M | 1.75M |
| Charles Schwab Investment Management | 1.11M | 1.11M | 1.11M | — | 1.27M | 1.91M | — | 1.93M | — | — | — | — | 1.06M | 1.35M | 1.39M | 1.35M | 1.28M | 1.29M |
| JPMorgan Chase & Co | 67.71K | 74.27K | 20.77K | 17.05K | 15.26K | 20.74K | 28.43K | 150.43K | 13.40K | 220.23K | 176.94K | 728.42K | 1.37M | 1.23M | 1.51M | 1.46M | — | 1.12M |
| Goldman Sachs Group | — | — | — | — | — | — | — | — | — | — | 505.99K | 494.68K | 35.36K | 212.74K | 39.99K | 789.75K | 477.24K | 663.74K |
| Citadel Advisors | 9.98K | 8.37K | — | — | 5.76K | 365.71K | 444.75K | — | 125.78K | 115.28K | 26.52K | 40.64K | 225.53K | 51.84K | 159.88K | 162.39K | 146.31K | 614.79K |
| Renaissance Technologies | — | — | — | — | 23.40K | — | — | 110.80K | 74.60K | — | 50.20K | 124.70K | 210.20K | — | 211.90K | 5.80K | 151.20K | 264.10K |
| BNY Mellon | 1.24M | 1.03M | 1.00M | 968.48K | 925.88K | 844.61K | 1.25M | 1.23M | 1.23M | 1.12M | 1.10M | 1.04M | 930.46K | 1.00M | 820.78K | 840.58K | 749.41K | 227.68K |
| Deutsche Bank AG | 273.25K | 273.25K | 273.25K | 273.25K | 250.00K | 250.00K | 250.00K | 250.00K | 250.00K | 250.00K | 250.00K | 255.38K | 240.38K | 237.94K | 220.10K | 220.10K | 217.80K | 214.95K |
| AQR Capital Management | — | — | — | — | — | — | — | — | — | — | — | 12.62K | 24.05K | 25.86K | 66.03K | 132.34K | 134.05K | 139.22K |
| Franklin Resources | 45.37K | 47.92K | 47.92K | 47.85K | 47.85K | 47.85K | 74.35K | 73.46K | 66.21K | 64.12K | 64.12K | 48.87K | 47.72K | 47.28K | 52.08K | 65.79K | 91.11K | 103.09K |
| Principal Global Investors | — | — | — | — | — | — | — | — | 31.73K | 38.68K | — | 1.76M | 2.73M | 3.18M | 2.54M | 2.19M | 1.26M | 40.20K |
| Fidelity Management & Research (FMR) | — | — | — | — | — | 310 | 627 | 809 | 5.46K | 4.95K | 7.42K | 6.53K | 7.66K | 9.52K | 10.97K | 12.14K | 14.04K | 14.93K |
| BlackRock Inc | — | — | — | — | — | — | — | — | — | — | — | 21.05K | 14.44K | 11.18K | 10.67K | 10.55K | 9.15K | 9.25K |
| Citigroup Inc | 83 | 83 | 112 | 22 | 317 | 104 | 1.35K | 285 | — | 33 | 1.89M | 29 | 29 | 31 | 90 | 324 | 222 | 7.49K |
| PNC Financial Services | 11.29K | 11.37K | 11.38K | 10.75K | 10.94K | 10.75K | 11.20K | 11.18K | 11.16K | 412 | 427 | 2.43K | 5.04K | 467 | 481 | 69 | 268 | 268 |
| Northern Trust Corp | 9.69K | 14.59K | — | — | — | — | — | — | — | — | — | — | 5.87K | — | — | — | 2.22K | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details