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Livermore
Livermore
ZHEN

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.

Q1 2025 vs. Q4 2024

How the institutions holding World Gold Trust changed between Q4 2024 and Q1 2025.

All holders in Q1 2025All holders in Q4 2024

13F holders of GLDM: Q4 2024 compared with Q1 2025
MeasureQ4 2024Of which not filed for Q1 2025Q1 2025Change
Holders5418618+85
Shares112.4M308.0K130.4M+18.4M (+16.4%)
Value$5.84B$16.0M$8.05B+$2.23B (+38.2%)

8 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (106)

Institutions that held World Gold Trust at the end of Q1 2025 but not at the end of Q4 2024.

Showing the largest 100 of 106 by value.

Institutions new to GLDM in Q1 2025
InstitutionSharesValue% of portfolio
Jane Street Group, LLC3,739,583$231.4M0.42%
Mizuho Bank, Ltd.1,100,000$68.1M15.37%
Charles Schwab Investment Management Inc1,055,916$65.4M0.01%
Cresset Asset Management, LLC454,934$28.2M0.14%
Quadrature Capital Ltd346,297$21.4M0.48%
Cetera Investment Advisers326,405$20.2M0.04%
McMorgan & Co LLC304,593$18.9M3.02%
Penserra Capital Management LLC242,895$15.0M0.27%
Journey Strategic Wealth LLC137,259$8.49M0.30%
Buck Wealth Strategies, LLC130,633$8.08M1.47%
National Asset Management, Inc.113,747$7.04M0.21%
Main Street Financial Solutions, LLC109,004$6.75M0.59%
US Financial Advisors, LLC99,628$6.17M1.82%
Henderson Brothers Financial Partners, LLC72,209$6.16M3.10%
Advisor Resource Council123,790$6.11M0.49%
Avos Capital Management, LLC90,425$5.60M3.69%
Cardinal Strategic Wealth Guidance80,642$4.99M1.59%
Q3 Asset Management70,690$4.38M2.99%
Motiv8 Investments LLC70,280$4.35M2.89%
New Perspectives, Inc65,584$4.06M2.17%
Financial Life Advisors56,284$3.48M1.30%
Susquehanna International Group, LLP55,629$3.44M0.01%
Penobscot Wealth Management53,602$3.32M1.40%
Horizon Financial Services, LLC48,469$3.00M1.67%
Tennessee Valley Asset Management Partners45,585$2.82M0.46%
Talon Private Wealth, LLC41,643$2.58M0.35%
McNaughton Wealth Management, LLC39,382$2.44M1.18%
Atria Investments LLC35,379$2.19M0.03%
Shira Ridge Wealth Management35,219$2.18M1.09%
Brown Brothers Harriman & Co34,690$2.15M0.02%
KWB Wealth40,822$2.12M0.26%
WBH Advisory Inc34,254$2.12M0.20%
Biltmore Family Office, LLC25,126$1.56M0.27%
Olympus Wealth Management, LLC20,098$1.24M0.55%
CX Institutional19,744$1.22M0.05%
MidWestOne Financial Group, Inc.19,280$1.19M0.17%
S. R. Schill & Associates18,743$1.16M0.92%
M1 Capital Management LLC18,467$1.14M0.71%
Eagle Rock Investment Company, LLC16,604$1.03M0.18%
Two Sigma Securities, LLC14,769$914.1K0.14%
Clark Asset Management, LLC14,647$906.5K0.15%
Boothbay Fund Management, LLC13,600$841.7K0.03%
Waterloo Capital, L.P.12,695$785.7K0.07%
Good Life Advisors, LLC11,763$728.0K0.05%
Sheets Smith Wealth Management10,921$675.9K0.08%
Tempus Wealth Planning, LLC10,223$632.7K0.19%
Alpha Cubed Investments, LLC10,201$631.3K0.03%
Clearview Wealth Advisors LLC9,561$591.7K0.44%
IFG Advisory, LLC9,190$568.8K0.03%
Frederick Financial Consultants, LLC8,553$529.3K0.38%
Roman Butler Fullerton & Co7,506$480.4K0.19%
Hamilton Capital, LLC7,631$472.3K0.03%
Horan Securities, Inc.7,514$465.0K0.18%
Hobbs Wealth Management, LLC6,989$432.5K0.48%
Fullcircle Wealth LLC6,117$406.0K0.17%
Cullen/Frost Bankers, Inc.6,551$405.4K0.01%
MKT Advisors LLC6,402$377.5K0.18%
Catalina Capital Group, LLC5,947$368.1K0.25%
Northern Trust Corp5,871$363.4K0.00%
Beacon Financial Advisory LLC5,572$344.9K0.10%
Richardson Financial Services Inc.5,236$324.0K0.25%
Dynamic Advisor Solutions LLC5,183$320.8K0.01%
Kaizen Financial Strategies5,073$314.0K0.18%
Sowell Financial Services LLC4,949$306.3K0.01%
LexAurum Advisors, LLC4,777$295.6K0.06%
First Heartland Consultants, Inc.4,533$280.5K0.03%
Scharf Investments, LLC4,500$278.5K0.01%
Ausdal Financial Partners, Inc.4,433$274.4K0.02%
Emergent Wealth Advisors, LLC4,245$262.7K0.19%
OMNI 360 Wealth, Inc.4,212$260.7K0.17%
Florida Financial Advisors, LLC4,091$253.2K0.10%
USAdvisors Wealth Management, LLC4,100$253.0K0.09%
Valeo Financial Advisors, LLC4,034$249.7K0.01%
Financial Advocates Investment Management3,938$243.7K0.02%
Johnson Investment Counsel Inc3,873$239.7K0.00%
Bristlecone Advisors, LLC3,740$231.5K0.02%
Paragon Advisors, LLC3,738$231.3K0.09%
Woodmont Investment Counsel LLC3,697$228.8K0.02%
Oregon Pacific Wealth Management, LLC3,659$226.5K0.23%
Wealthgarden F.S. LLC3,630$224.7K0.22%
Barnett & Company, Inc.3,571$221.0K0.18%
Resurgent Financial Advisors LLC3,514$217.5K0.13%
Tranquility Partners, LLC3,383$209.4K0.08%
Wedbush Securities Inc3,371$209.0K0.01%
Manhattan West Asset Management, LLC3,373$208.8K0.05%
Fulton Breakefield Broenniman LLC3,285$203.3K0.01%
Investor's Fiduciary Advisor Network, LLC3,281$203.0K0.10%
Painted Porch Advisors LLC3,057$189.2K0.08%
Coldstream Capital Management Inc1,704$105.5K0.00%
Salomon & Ludwin, LLC1,406$87.0K0.01%
Private Wealth Asset Management, LLC1,400$86.6K0.01%
Silver Oak Securities, Inc810$49.4K0.00%
Kiker Wealth Management, LLC500$30.9K0.02%
GAMMA Investing LLC476$29.5K0.00%
Asset Planning,Inc474$29.3K0.02%
Costello Asset Management, INC304$18.8K0.01%
Promus Capital, LLC236$14.6K0.01%
Huntington National Bank–$6.19K0.00%
Cape Investment Advisory, Inc.100$6.19K0.00%
NBC Securities, Inc.50$3.00K0.00%

Sold out (21)

Institutions that held World Gold Trust at the end of Q4 2024 and filed for Q1 2025 without it.

Institutions that sold out of GLDM in Q1 2025
InstitutionShares, Q4 2024Value, Q4 2024
Nisa Investment Advisors, LLC170,300$8.85M
American Trust95,120$5.12M
Independent Advisor Alliance70,796$3.68M
Ameritas Advisory Services, LLC15,273$794.0K
Maia Wealth LLC12,701$689.9K
Kaufman Rossin Wealth, LLC13,150$683.7K
Michael B. Yongue10,434$542.5K
New York Life Investment Management LLC10,366$538.9K
Laidlaw Wealth Management LLC10,135$526.9K
McAdam, LLC6,036$313.8K
Mosaic Family Wealth Partners, LLC3,918$203.7K
Hartford Financial Management Inc.1,459$75.9K
Bank Julius Baer & Co. Ltd, Zurich1,178$67.6K
Van Hulzen Asset Management, LLC1,067$55.5K
FLP Wealth Management, LLC554$28.8K
WFA Asset Management Corp287$14.9K
Tucker Asset Management LLC228$11.9K
MCF Advisors LLC158$8.21K
Accredited Wealth Management, LLC125$6.50K
Tower Research Capital LLC (TRC)99$5.15K
Oarsman Capital, Inc.25$1.30K

Not filed for Q1 2025 yet (8)

Institutions that held World Gold Trust at the end of Q4 2024 and haven't filed a 13F for Q1 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding GLDM in Q4 2024 that haven't filed for Q1 2025
InstitutionShares, Q4 2024Value, Q4 2024
WR Wealth Planners, LLC133,029$6.92M
Executive Wealth Management, LLC98,081$5.10M
Global Retirement Partners, LLC67,267$3.50M
Access Investment Management LLC6,020$313.0K
Sanctuary Wealth Management, L.L.C.2,872$149.3K
HBC Financial Services, PLLC511$26.0K
Householder Group Estate & Retirement Specialist, LLC182$9.00K
Oliver Lagore Vanvalin Investment Group15$780