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

WORLD GOLD TR

952 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 98149E303·952 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$8.3B
visible holders
Holders
952
filers reporting
Concentration
19.24%
Sumitomo Mitsui Trust Group, Inc. #1
top holder share
AI Holders Summary · Q2 2026

952 institutions reported GLDM in Q2 2026. Sumitomo Mitsui Trust Group, Inc. leads at 19.2% 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
$843M10.6M0.14%Q2 202603
MORGAN STANLEY
CIK 0000895421
$669M8.4M0.04%Q2 202604
SBI Okasan Asset Management Co.Ltd.
CIK 0001535128
$625M7.9M20.55%Q2 202605
MAI Capital Management
CIK 0001040197
$595M7.5M2.24%Q2 202606
BANK OF AMERICA CORP /DE/
CIK 0000070858
$570M7.2M0.04%Q2 202607
Empower Advisory Group, LLC
CIK 0001978885
$523M6.6M1.25%Q2 202608
STATE STREET CORP
CIK 0000093751
$317M4.0M0.01%Q2 202609
Resona Asset Management Co.,Ltd.
CIK 0001944142
$295M3.7M1.38%Q2 202610
LPL Financial LLC
CIK 0001403438
$268M3.4M0.06%Q2 202611
Arizona PSPRS Trust
CIK 0001565332
$267M3.4M9.93%Q2 202612
Cassaday & Co Wealth Management LLC
CIK 0001963612
$265M3.3M4.97%Q2 202613
UBS Group AG
CIK 0001610520
$255M3.2M0.03%Q2 202614
AMERIPRISE FINANCIAL INC
CIK 0000820027
$220M2.8M0.04%Q2 202615
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC
CIK 0001079935
$201M2.5M3.62%Q2 202616
Sumitomo Mitsui DS Asset Management Company, Ltd
CIK 0001411530
$167M2.1M1.16%Q2 202617
Cerity Partners LLC
CIK 0001566475
$159M2.0M0.19%Q2 202618
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO
CIK 0001007280
$158M2.0M0.46%Q2 202619
STIFEL FINANCIAL CORP
CIK 0000720672
$148M1.9M0.12%Q2 202620
HighTower Advisors, LLC
CIK 0001462245
$141M1.8M0.14%Q2 2026
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