13F Insight
DOSSIER · 13F Holders · Q2 2026
GLDM

WORLD GOLD TR

943 institutions still hold WORLD GOLD TR as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 98149E303·943 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$8.8B
visible holders
Holders
943
filers reporting
Concentration
18.00%
Sumitomo Mitsui Trust Group, Inc. #1
top holder share
AI Holders Summary · Q2 2026

943 institutions reported GLDM in Q2 2026. Sumitomo Mitsui Trust Group, Inc. leads at 18.0% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Sumitomo Mitsui Trust Group, Inc.
CIK 0001475365
$1.6B20.1M0.91%Q2 202602
WELLS FARGO & COMPANY/MN
CIK 0000072971
$881M9.5M0.17%Q1 202603
MORGAN STANLEY
CIK 0000895421
$816M8.8M0.05%Q1 202604
EVOKE WEALTH, LLC
CIK 0001793432
$693M7.5M12.44%Q1 202605
SBI Okasan Asset Management Co.Ltd.
CIK 0001535128
$625M7.9M20.55%Q2 202606
BANK OF AMERICA CORP /DE/
CIK 0000070858
$618M6.7M0.05%Q1 202607
Empower Advisory Group, LLC
CIK 0001978885
$552M6.0M1.43%Q1 202608
STATE STREET CORP
CIK 0000093751
$317M4.0M0.01%Q2 202609
Cassaday & Co Wealth Management LLC
CIK 0001963612
$309M3.3M6.57%Q1 202610
Resona Asset Management Co.,Ltd.
CIK 0001944142
$295M3.7M1.38%Q2 202611
UBS Group AG
CIK 0001610520
$285M3.1M0.04%Q1 202612
LPL Financial LLC
CIK 0001403438
$268M3.4M0.06%Q2 202613
Arizona PSPRS Trust
CIK 0001565332
$267M3.4M9.93%Q2 202614
AMERIPRISE FINANCIAL INC
CIK 0000820027
$252M2.7M0.06%Q1 202615
Evergreen Quality Fund GP, Ltd.
CIK 0002016939
$240M2.6M5.49%Q1 202616
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC
CIK 0001079935
$201M2.5M3.62%Q2 202617
Sumitomo Mitsui DS Asset Management Company, Ltd
CIK 0001411530
$167M2.1M1.16%Q2 202618
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
CIK 0001705339
$167M1.8M0.23%Q1 202619
PRUDENTIAL FINANCIAL INC
CIK 0001137774
$156M1.7M0.19%Q1 202620
OSAIC HOLDINGS, INC.
CIK 0001677044
$147M1.6M0.22%Q1 2026
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