World Gold Trust
GLDM- Exchange
- NYSE
- Industry
- Commodity Contracts Brokers & Dealers
- SEC CIK
- 0001618181
No open-market purchases or sales by World Gold Trust insiders were filed in the last 90 days; 922 institutions reported holding it in 13F filings for Q2 2026, worth $14.3B in total; Semper Augustus is the only superinvestor holding it.
13F holders, Q1 2025
Institutional positions in World Gold Trust as of Mar 31, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 618
- +85 vs. Q4 2024
- Shares held
- 130.4M
- +18.4M (+16.4%) vs. Q4 2024
- Total value
- $8.05B
- +$2.23B (+38.2%) vs. Q4 2024
- New holders
- 106
- 264 more added
- Sold out
- 21
- 166 more reduced
8 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting GLDM on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 922 | $14.3B |
| Q1 2026 | 913 | $15.1B |
| Q4 2025 | 878 | $13.9B |
| Q3 2025 | 754 | $11.8B |
| Q2 2025 | 702 | $9.26B |
| Q1 2025 | 618 | $8.05B |
| Q4 2024 | 541 | $5.85B |
| Q3 2024 | 465 | $5.95B |
| Q2 2024 | 406 | $4.21B |
| Q1 2024 | 375 | $4.84B |
| Q4 2023 | 374 | $4.09B |
| Q3 2023 | 345 | $3.52B |
| Q2 2023 | 334 | $4.12B |
| Q1 2023 | 319 | $3.95B |
| Q4 2022 | 275 | $3.67B |
| Q3 2022 | 255 | $2.88B |
| Q2 2022 | 274 | $3.11B |
| Q1 2022 | 240 | $2.55B |
| Q4 2021 | 258 | $2.86B |
| Q3 2021 | 235 | $2.75B |
| Q2 2021 | 239 | $2.81B |
| Q1 2021 | 227 | $2.69B |
Institutions, Q1 2025
Shares, value and share of portfolio for each institution holding World Gold Trust; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sumitomo Mitsui Trust Holdings, Inc. | 14,596,294 | $903.4M | 0.64% | +1,596,294+12.3% | Added |
| Morgan Stanley | 7,790,167 | $482.1M | 0.03% | +776,015+11.1% | Added |
| Evoke Wealth, LLC | 6,844,570 | $423.6M | 11.05% | +240,243+3.6% | Added |
| Bank of America Corp | 6,469,898 | $400.4M | 0.04% | +1,786,244+38.1% | Added |
| Cassaday & Co Wealth Management LLC | 5,727,352 | $354.5M | 9.97% | −17,074−0.3% | Reduced |
| Asset Management One Co.,Ltd. | 4,004,390 | $247.8M | 0.86% | +261,613+7.0% | Added |
| Jane Street Group, LLC | 3,739,583 | $231.4M | 0.42% | +3,739,583 | New |
| UBS Group AG | 3,100,672 | $191.9M | 0.04% | −461,846−13.0% | Reduced |
| Principal Financial Group Inc | 2,729,216 | $168.9M | 0.09% | +972,011+55.3% | Added |
| LPL Financial LLC | 2,715,752 | $168.1M | 0.07% | +518,772+23.6% | Added |
| State Street Corp | 2,686,888 | $166.3M | 0.01% | −375,950−12.3% | Reduced |
| Ameriprise Financial Inc | 2,200,062 | $135.5M | 0.04% | +107,245+5.1% | Added |
| Stifel Financial Corp | 1,671,137 | $103.4M | 0.11% | −399,580−19.3% | Reduced |
| 3EDGE Asset Management, LP | 1,547,097 | $95.7M | 6.51% | −388,757−20.1% | Reduced |
| Strategic Financial Services, Inc, | 1,539,154 | $95.3M | 5.58% | −82,061−5.1% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 1,402,610 | $86.8M | 0.88% | +104,150+8.0% | Added |
| JPMorgan Chase & Co | 1,373,676 | $85.0M | 0.01% | +645,252+88.6% | Added |
| Wells Fargo & Company | 1,302,199 | $80.6M | 0.02% | +180,583+16.1% | Added |
| Hollow Brook Wealth Management LLC | 1,154,934 | $71.5M | 21.08% | −17,281−1.5% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 1,152,677 | $71.3M | 0.15% | +171,901+17.5% | Added |
| Greenline Partners, LLC | 1,150,063 | $71.2M | 10.28% | −152,115−11.7% | Reduced |
| Toroso Investments, LLC | 1,148,928 | $71.1M | 0.60% | −173,573−13.1% | Reduced |
| SEI Investments Co | 1,130,805 | $70.0M | 0.09% | +104,767+10.2% | Added |
| Cohen & Steers, Inc. | 1,114,278 | $69.0M | 0.13% | −162,986−12.8% | Reduced |
| Mizuho Bank, Ltd. | 1,100,000 | $68.1M | 15.37% | +1,100,000 | New |
| Congress Wealth Management LLC | 1,096,041 | $67.8M | 0.81% | −28,153−2.5% | Reduced |
| Envestnet Asset Management Inc | 1,091,182 | $67.5M | 0.02% | +182,305+20.1% | Added |
| Charles Schwab Investment Management Inc | 1,055,916 | $65.4M | 0.01% | +1,055,916 | New |
| HighTower Advisors, LLC | 1,010,288 | $62.5M | 0.08% | +82,524+8.9% | Added |
| Benjamin Edwards Inc | 996,596 | $61.7M | 0.86% | −379,104−27.6% | Reduced |
| Cerity Partners LLC | 993,409 | $61.5M | 0.13% | +156,804+18.7% | Added |
| Great Valley Advisor Group, Inc. | 959,007 | $59.4M | 1.28% | +40,895+4.5% | Added |
| Resona Asset Management Co.,Ltd. | 958,500 | $58.5M | 0.34% | +379,400+65.5% | Added |
| Raymond James Financial Inc | 933,461 | $57.8M | 0.02% | +92,961+11.1% | Added |
| Bank of New York Mellon Corp | 930,461 | $57.6M | 0.01% | −107,017−10.3% | Reduced |
| Gradient Investments LLC | 906,303 | $56.1M | 1.13% | −12,615−1.4% | Reduced |
| Private Advisor Group, LLC | 899,411 | $55.7M | 0.34% | +583,791+185.0% | Added |
| Royal Bank of Canada | 895,436 | $55.4M | 0.01% | +127,699+16.6% | Added |
| Richard C. Young & CO., LTD. | 861,508 | $53.3M | 5.73% | −13,624−1.6% | Reduced |
| American Investment Services, Inc. | 671,651 | $41.6M | 7.32% | −59,752−8.2% | Reduced |
| Van Eck Associates Corp | 671,036 | $41.5M | 0.05% | +5,100+0.8% | Added |
| Equitable Holdings, Inc. | 667,368 | $41.3M | 0.39% | +107,996+19.3% | Added |
| Parcion Private Wealth LLC | 655,042 | $40.5M | 3.31% | +303,277+86.2% | Added |
| Nepc LLC | 644,121 | $39.9M | 1.10% | −85,409−11.7% | Reduced |
| Manufacturers Life Insurance Company, The | 644,091 | $39.9M | 0.04% | −29,688−4.4% | Reduced |
| Capital Planning Advisors, LLC | 638,983 | $39.5M | 6.10% | −10,187−1.6% | Reduced |
| MBL Wealth, LLC | 570,860 | $35.3M | 3.58% | −8,531−1.5% | Reduced |
| Burt Wealth Advisors | 543,725 | $33.7M | 8.43% | −5,467−1.0% | Reduced |
| Tradewinds Capital Management, LLC | 507,402 | $31.4M | 8.42% | +507,156+206,161.0% | Added |
| TownSquare Capital, LLC | 501,477 | $31.0M | 0.33% | +7,960+1.6% | Added |
| Advisor Group Holdings, Inc. | 492,759 | $30.5M | 0.07% | +52,007+11.8% | Added |
| Assetmark, Inc | 480,544 | $29.7M | 0.08% | +7,444+1.6% | Added |
| US Bancorp | 476,160 | $29.5M | 0.04% | +172,029+56.6% | Added |
| Baird Financial Group, Inc. | 471,730 | $29.2M | 0.06% | −2,113−0.4% | Reduced |
| Confluence Investment Management LLC | 470,195 | $29.1M | 0.42% | −157,771−25.1% | Reduced |
| SNS Financial Group, LLC | 464,849 | $28.8M | 2.93% | −31,043−6.3% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 459,326 | $28.4M | 0.83% | +4,667+1.0% | Added |
| Cresset Asset Management, LLC | 454,934 | $28.2M | 0.14% | +454,934 | New |
| Sentinel Pension Advisors Inc | 440,374 | $27.3M | 5.02% | +7,588+1.8% | Added |
| Bangor Savings Bank | 415,196 | $25.7M | 2.43% | +45,837+12.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 406,876 | $25.2M | 0.08% | +13,682+3.5% | Added |
| Evernest Financial Advisors, LLC | 371,367 | $23.0M | 8.25% | +27,975+8.1% | Added |
| SBI Securities Co., Ltd. | 351,451 | $21.8M | 0.73% | +87,453+33.1% | Added |
| Quadrature Capital Ltd | 346,297 | $21.4M | 0.48% | +346,297 | New |
| Northwestern Mutual Wealth Management Co | 343,371 | $21.3M | 0.02% | +54,600+18.9% | Added |
| Fullerton Fund Management Co Ltd. | 331,508 | $20.5M | 1.32% | +29,309+9.7% | Added |
| Cetera Investment Advisers | 326,405 | $20.2M | 0.04% | +326,405 | New |
| Rockefeller Capital Management L.P. | 307,081 | $19.0M | 0.05% | −71,705−18.9% | Reduced |
| McMorgan & Co LLC | 304,593 | $18.9M | 3.02% | +304,593 | New |
| Brandywine Oak Private Wealth LLC | 286,072 | $17.7M | 1.74% | −48,106−14.4% | Reduced |
| Austin Wealth Management, LLC | 262,032 | $17.3M | 3.48% | +3,719+1.4% | Added |
| NavPoint Financial, Inc. | 278,224 | $17.2M | 12.11% | −5,065−1.8% | Reduced |
| Mission Creek Capital Partners, Inc. | 273,722 | $16.9M | 4.11% | +212,626+348.0% | Added |
| Miracle Mile Advisors, LLC | 261,472 | $16.2M | 0.32% | −19,320−6.9% | Reduced |
| Keudell/Morrison Wealth Management | 258,252 | $16.0M | 3.77% | +18,305+7.6% | Added |
| Gould Asset Management LLC | 251,635 | $15.6M | 3.21% | +35,713+16.5% | Added |
| Farther Finance Advisors, LLC | 249,390 | $15.4M | 0.39% | +69,395+38.6% | Added |
| Penserra Capital Management LLC | 242,895 | $15.0M | 0.27% | +242,895 | New |
| Mariner, LLC | 240,661 | $14.9M | 0.02% | +80,099+49.9% | Added |
| Deutsche Bank AG | 240,382 | $14.9M | 0.01% | −15,000−5.9% | Reduced |
| Warren Street Wealth Advisors, LLC | 238,301 | $14.7M | 5.78% | +4,341+1.9% | Added |
| Nottingham Advisors, Inc. | 544,662 | $14.6M | 2.22% | +229,869+73.0% | Added |
| Citadel Advisors LLC | 225,533 | $14.0M | 0.01% | +184,890+454.9% | Added |
| Coco Enterprises, LLC | 235,622 | $13.9M | 10.00% | −2,242−0.9% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 223,819 | $13.9M | 0.03% | −21,331−8.7% | Reduced |
| Peak Financial Advisors LLC | 223,773 | $13.8M | 7.05% | −2,007−0.9% | Reduced |
| Timber Creek Capital Management LLC | 221,363 | $13.7M | 3.65% | −1,968−0.9% | Reduced |
| Renaissance Technologies LLC | 210,200 | $13.0M | 0.02% | +85,500+68.6% | Added |
| CoreCap Advisors, LLC | 202,625 | $12.5M | 0.55% | +16,994+9.2% | Added |
| Wiley Bros.-Aintree Capital, LLC | 187,747 | $11.5M | 0.12% | +11,644+6.6% | Added |
| Medici Capital LLC | 184,034 | $11.4M | 13.88% | +31,494+20.6% | Added |
| Commonwealth Equity Services, LLC | 183,923 | $11.4M | 0.02% | +42,194+29.8% | Added |
| Encompass More Asset Management | 183,329 | $11.3M | 3.38% | +13,683+8.1% | Added |
| Harbor Investment Advisory, LLC | 181,378 | $11.2M | 1.09% | +12,328+7.3% | Added |
| Alaska Permanent Fund Corp | 171,000 | $11.2M | 0.16% | 00.0% | Unchanged |
| AE Wealth Management LLC | 176,117 | $10.9M | 0.09% | +48,275+37.8% | Added |
| Mirae Asset Global Investments Co., Ltd. | 176,200 | $10.8M | 0.04% | +55,344+45.8% | Added |
| MML Investors Services, LLC | 166,628 | $10.3M | 0.03% | +23,680+16.6% | Added |
| Stratos Wealth Partners, LTD. | 162,405 | $10.1M | 0.15% | −3,215−1.9% | Reduced |
| LWM Advisory Services, LLC | 161,714 | $10.0M | 6.95% | +24,608+17.9% | Added |