World Gold Trust hedge fund holdings
GLDMNYSE$82.05-0.56 (-0.68%)as of Oct 2, 2026
Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.
Price vs funds buying and selling
GLDM · close · 13FReported Aug 14, 2026Price vs funds buying and selling data
Showing the 1Y range: Oct 2, 2025 to Oct 2, 2026. Price (+7.5%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.
| Date | Category | Person | Role | Action | Amount | Change in holding |
|---|
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.Price and fund activity data
| Quarter | Funds buying | Funds selling | Bought | Sold | Filers | Reported |
|---|---|---|---|---|---|---|
| Q2 2025 | 263 | 178 | $1.54B | $816M | 661 | Aug 14, 2025 |
| Q3 2025 | 341 | 124 | $1.58B | $572M | 715 | Nov 14, 2025 |
| Q4 2025 | 309 | 196 | $1.28B | $867M | 839 | Feb 14, 2026 |
| Q1 2026 | 284 | 325 | $1.64B | $1.52B | 869 | May 15, 2026 |
| Q2 2026 | 349 | 215 | $2.81B | $1.37B | 879 | Aug 14, 2026 |
Quarterly action breakdown
Q2 2026
879 filersNew position
84$575M+7.24M sh
Increased
265$2.23B+28.1M sh
Reduced
144-$557M-7.02M sh
Out / sold
71-$816M-10.3M sh
Last 4 quarters · free
Reported Aug 14, 2026
| Fund | Action | Change in dollar | Value | % of portfolio | Reported |
|---|---|---|---|---|---|
| Evoke Wealth, LLC | Sell 100% | -$693M | $0 | 0.00% | Aug 10, 2026 |
| SBI Okasan Asset Management Co.Ltd. | Added 325.30% | +$478M | $625M | 20.55% | Jul 22, 2026 |
| Arizona PSPRS Trust | New Buy | +$267M | $267M | 9.93% | Aug 3, 2026 |
| WealthNavi Inc. | Added 1551.03% | +$120M | $128M | 1.00% | Jul 23, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | Added 7.87% | +$116M | $1.59B | 0.91% | Jul 30, 2026 |
| Evergreen Quality Fund GP, Ltd. | Reduce 42.50% | -$87.3M | $118M | 1.91% | Aug 14, 2026 |
| Diversify Advisory Services, LLC | New Buy | +$51.3M | $51.3M | 0.86% | Aug 10, 2026 |
| Empower Advisory Group, LLC | Added 10.60% | +$50.1M | $523M | 1.25% | Aug 12, 2026 |
| Main Street Research LLC | Sell 100% | -$43.5M | $0 | 0.00% | Jul 29, 2026 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | Added 31.51% | +$40.1M | $167M | 1.16% | Jul 22, 2026 |
| Resona Asset Management Co.,Ltd. | Added 14.60% | +$37.5M | $295M | 1.38% | Jul 29, 2026 |
| Bluespring Wealth Management, LLC | Added 105.78% | +$33.2M | $64.5M | 1.24% | Aug 11, 2026 |
| Tradewinds Capital Management, LLC | Reduce 99.51% | -$32.7M | $161K | 0.03% | Jul 24, 2026 |
| TLT Family Holdco ULC | New Buy | +$30M | $30M | 4.26% | Aug 13, 2026 |
| Benjamin Edwards Inc | Added 42.78% | +$26.8M | $89.4M | 0.82% | Jul 24, 2026 |
| Fullerton Fund Management Co Ltd. | Added 94.42% | +$24.6M | $50.8M | 3.26% | Aug 14, 2026 |
| OVERSEA-CHINESE BANKING Corp Ltd | Reduce 44.85% | -$24.1M | $29.6M | 0.64% | Aug 11, 2026 |
| Stratos Wealth Partners, LTD. | Sell 100% | -$20.9M | $0 | 0.00% | Aug 11, 2026 |
| Investment Management Associates Inc | New Buy | +$19.5M | $19.5M | 4.01% | Aug 3, 2026 |
| LTS Liquid Investments LLC | New Buy | +$18.1M | $18.1M | 9.67% | Jul 17, 2026 |
| Piedmont Capital Management, LLC | Reduce 92.95% | -$16.6M | $1.26M | 0.64% | Aug 13, 2026 |
| a16z Perennial Management, L.P. | New Buy | +$15.7M | $15.7M | 1.27% | Jul 24, 2026 |
| Confluence Investment Management LLC | Added 56.95% | +$15.1M | $41.5M | 0.65% | Jul 1, 2026 |
| Signature Estate & Investment Advisors LLC | Added 7.54% | +$14.1M | $201M | 3.62% | Jul 14, 2026 |
| E Fund Management Co., Ltd. | Sell 100% | -$13.4M | $0 | 0.00% | Aug 11, 2026 |
| Alliance Wealth Advisors, LLC | New Buy | +$13.2M | $13.2M | 2.49% | Jul 23, 2026 |
| Nepc LLC | Added 28.59% | +$11.7M | $52.7M | 0.98% | Aug 14, 2026 |
| Money Concepts Capital Corp | New Buy | +$11.4M | $11.4M | 0.53% | Aug 4, 2026 |
| Encompass More Asset Management | Reduce 66.96% | -$11.2M | $5.51M | 0.80% | Jul 14, 2026 |
| Plum Street Advisors, LLC | New Buy | +$11M | $11M | 3.50% | Aug 13, 2026 |
| Cohen & Steers, Inc. | Reduce 11.83% | -$10.5M | $78.3M | 0.12% | Aug 14, 2026 |
| Gould Asset Management LLC | Added 141.14% | +$10.1M | $17.3M | 2.73% | Aug 6, 2026 |
| Brindle & Bay Financial Advisors, LLC | Reduce 94.53% | -$9.54M | $552K | 0.28% | Jul 20, 2026 |
| January Capital Advisors LLC | Added 288.36% | +$9.39M | $12.6M | 10.57% | Aug 25, 2026 |
| AAF Wealth Management, LLC | New Buy | +$9.33M | $9.33M | 3.44% | Jul 17, 2026 |
| School Employees Retirement Board of Ohio | New Buy | +$9M | $9M | 3.24% | Jul 13, 2026 |
| Fulton Breakefield Broenniman LLC | Added 32.31% | +$8.75M | $35.8M | 2.11% | Aug 3, 2026 |
| Apriem Advisors | Added 201.93% | +$8.46M | $12.6M | 1.09% | Aug 14, 2026 |
| Secure Asset Management, LLC | New Buy | +$8.17M | $8.17M | 1.15% | Jul 15, 2026 |
| IMC-Chicago, LLC | Sell 100% | -$7.84M | $0 | 0.00% | Aug 6, 2026 |
| Park Avenue Securities LLC | New Buy | +$7.67M | $7.67M | 0.05% | Jul 20, 2026 |
| Beaumont Financial Advisors, LLC | Sell 100% | -$7.14M | $0 | 0.00% | Aug 4, 2026 |
| Diversify Wealth Management, LLC | Reduce 11.90% | -$6.92M | $51.3M | 0.86% | Jul 30, 2026 |
| Independent Advisor Alliance | Sell 100% | -$6.57M | $0 | 0.00% | Aug 12, 2026 |
| China Universal Asset Management Co., Ltd. | Reduce 22.02% | -$6.12M | $21.7M | 1.30% | Jul 24, 2026 |
| Assetmark, Inc | Reduce 20.59% | -$6.04M | $23.3M | 0.04% | Jul 30, 2026 |
| Financial Planning Navigators CORP | New Buy | +$6.03M | $6.03M | 2.26% | Jul 28, 2026 |
| Henderson Brothers Financial Partners, LLC | Reduce 59.19% | -$5.94M | $4.1M | 1.94% | Aug 13, 2026 |
| KWB Wealth | Reduce 53.06% | -$5.27M | $4.67M | 0.40% | Jul 10, 2026 |
| Concurrent Investment Advisors, LLC | Reduce 85.51% | -$5.26M | $892K | 0.01% | Jul 27, 2026 |
| &Partners | Added 28.53% | +$4.96M | $22.3M | 0.09% | Aug 14, 2026 |
| Level Four Advisory Services, LLC | New Buy | +$4.93M | $4.93M | 0.14% | Aug 10, 2026 |
| Ssi Investment Management LLC | Sell 100% | -$4.72M | $0 | 0.00% | Aug 10, 2026 |
| Modern Wealth Management, LLC | Reduce 52.76% | -$4.71M | $4.21M | 0.05% | Aug 14, 2026 |
| Palladiem, LLC | New Buy | +$4.43M | $4.43M | 4.30% | Aug 13, 2026 |
| Segment Wealth Management, LLC | Reduce 85.38% | -$4.41M | $754K | 0.04% | Jul 16, 2026 |
| AA Financial Advisors, LLC | Added 64.23% | +$4.24M | $10.8M | 1.30% | Jul 20, 2026 |
| Pitcairn Wealth Advisors LLC | Added 58.12% | +$3.96M | $10.8M | 1.18% | Aug 10, 2026 |
| Great Valley Advisor Group, Inc. | Added 5.99% | +$3.89M | $68.8M | 1.09% | Aug 10, 2026 |
| Arcus Capital Partners, LLC | Reduce 86.67% | -$3.83M | $589K | 0.24% | Aug 14, 2026 |
| Cardinal Strategic Wealth Guidance | Reduce 33.61% | -$3.58M | $7.08M | 1.60% | Jul 30, 2026 |
| Evercore Wealth Management, LLC | Added 10.99% | +$3.45M | $34.8M | 0.49% | Aug 14, 2026 |
| Asset Management One Co., Ltd. | Reduce 2.82% | -$3.33M | $115M | 0.29% | Jul 28, 2026 |
| Pacific Excel Wealth Advisors, Inc. | New Buy | +$3.32M | $3.32M | 1.28% | Jul 6, 2026 |
| LWM Advisory Services, LLC | Reduce 88.64% | -$3.2M | $410K | 0.73% | Aug 3, 2026 |
| Envestnet Portfolio Solutions, Inc. | Reduce 91.31% | -$2.85M | $271K | 0.00% | Jul 20, 2026 |
| Integrity Alliance, LLC. | Reduce 41.23% | -$2.68M | $3.82M | 0.12% | Jul 31, 2026 |
| Sentinel Trust Co Lba | Added 524.59% | +$2.65M | $3.15M | 0.28% | Jul 13, 2026 |
| Peak Retirement Planning, Inc. | New Buy | +$2.51M | $2.51M | 0.40% | Aug 10, 2026 |
| Gateway Wealth Partners, LLC | Reduce 39.48% | -$2.39M | $3.67M | 0.22% | Aug 4, 2026 |
| Hollow Brook Wealth Management LLC | Added 2.44% | +$2.36M | $99.3M | 19.72% | Aug 14, 2026 |
| Fiduciary Financial Advisors | New Buy | +$2.33M | $2.33M | 0.24% | Aug 14, 2026 |
| MML Investors Services, LLC | Added 14.85% | +$2.32M | $18M | 0.04% | Aug 7, 2026 |
| Fourth Dimension Wealth, LLC | New Buy | +$2.31M | $2.31M | 0.73% | Jul 31, 2026 |
| Macroview Investment Management LLC | New Buy | +$2.23M | $2.23M | 1.37% | Jul 28, 2026 |
| Q3 Asset Management | New Buy | +$2.22M | $2.22M | 0.41% | Aug 14, 2026 |
| Atria Investments, Inc | Sell 100% | -$2.19M | $0 | 0.00% | Jul 28, 2026 |
| SeaCrest Wealth Management, LLC | Sell 100% | -$2.15M | $0 | 0.00% | Jul 9, 2026 |
| Heritage Wealth Advisors | Added 85.77% | +$2.06M | $4.46M | 0.15% | Aug 14, 2026 |
| Destiny Capital Corp | Added 205.32% | +$2.03M | $3.02M | 1.41% | Aug 10, 2026 |
| Certior Financial Group, LLC | New Buy | +$2.02M | $2.02M | 1.11% | Jul 20, 2026 |
| Thrive Capital Management, LLC | Reduce 52.78% | -$1.94M | $1.74M | 0.33% | Aug 5, 2026 |
| Quent Capital, LLC | Added 13.32% | +$1.87M | $15.9M | 0.98% | Aug 7, 2026 |
| Sage Mountain Advisors LLC | Reduce 62.97% | -$1.87M | $1.1M | 0.07% | Aug 5, 2026 |
| Wealth Management Nebraska | New Buy | +$1.86M | $1.86M | 0.17% | Jul 27, 2026 |
| Kera Capital Partners, Inc. | Sell 100% | -$1.83M | $0 | 0.00% | Aug 14, 2026 |
| Robinson Value Management, Ltd. | Sell 100% | -$1.83M | $0 | 0.00% | Aug 10, 2026 |
| Clark Capital Management Group, Inc. | Reduce 31.39% | -$1.83M | $3.99M | 0.02% | Aug 11, 2026 |
| Oxbow Advisors, LLC | New Buy | +$1.82M | $1.82M | 0.15% | Aug 7, 2026 |
| Financial Life Advisors | Reduce 34.21% | -$1.79M | $3.44M | 0.98% | Jul 28, 2026 |
| IFG Advisory, LLC | New Buy | +$1.78M | $1.78M | 0.06% | Aug 14, 2026 |
| American Investment Services, Inc. | Added 4.75% | +$1.77M | $39M | 8.25% | Aug 12, 2026 |
| Three Magnolias Financial Advisors, LLC | New Buy | +$1.73M | $1.73M | 0.97% | Jul 31, 2026 |
| Pennington Partners & Co., LLC | New Buy | +$1.71M | $1.71M | 0.55% | Aug 14, 2026 |
| DV Trading LLC | Added 70.17% | +$1.68M | $4.08M | 0.13% | Aug 14, 2026 |
| McAlvany Wealth Management LLC | Reduce 13.33% | -$1.68M | $11M | 8.19% | Jul 23, 2026 |
| Continuum Wealth Advisors, LLC | Added 8.07% | +$1.63M | $21.9M | 7.38% | Jul 21, 2026 |
| WNY Asset Management, LLC | Reduce 81.06% | -$1.56M | $364K | 0.03% | Aug 17, 2026 |
| Sentinel Pension Advisors, LLC | Added 4.87% | +$1.56M | $33.5M | 4.39% | Jul 23, 2026 |
| Entrewealth, LLC | Added 25.01% | +$1.55M | $7.74M | 2.87% | Aug 14, 2026 |