DOSSIER · 13F Holders · Q1 2026High-convictionMulti-bagger

WORLD GOLD TR

5 institutions still hold WORLD GOLD TR as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 98149e307·5 13F holders·last filed Mar 31, 2026
Market cap
0.0%
vs prior quarter
13F value held
$15M
79.0% inst. owned
of float
Holders
5
+101 QoQ
filers reporting
Activity
+52 / −78
+721 added · −829 reduced
this quarter
Concentration
78.88%
Plum Street Advisors, LLC #1
top holder share
AI Holders Summary · Q1 2026

5 institutions reported WORLD GOLD TR in Q1 2026. Plum Street Advisors, LLC leads at 78.9% of the visible book. +101 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Plum Street Advisors, LLC
CIK 0002068236
$12M128K4.10%Q1 2026
02
CERTIOR FINANCIAL GROUP, LLC
CIK 0002055620
$2M25K1.48%Q1 2026
03
Bristlecone Advisors, LLC
CIK 0001671716
$688,0509K0.06%Q3 2025
04
Transce3nd, LLC
CIK 0002023570
$153,1242K1.36%Q1 2026
05
Inspire Investing, LLC
CIK 0001670139
$7,601820.00%Q1 2026