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 | 877 | $13.9B |
| Q3 2025 | 754 | $11.7B |
| Q2 2025 | 702 | $9.15B |
| Q1 2025 | 618 | $8.05B |
| Q4 2024 | 541 | $5.84B |
| Q3 2024 | 465 | $5.94B |
| Q2 2024 | 406 | $4.20B |
| Q1 2024 | 375 | $4.28B |
| Q4 2023 | 374 | $3.83B |
| Q3 2023 | 345 | $3.52B |
| Q2 2023 | 334 | $4.12B |
| Q1 2023 | 319 | $3.82B |
| Q4 2022 | 275 | $3.19B |
| Q3 2022 | 255 | $2.88B |
| Q2 2022 | 274 | $3.09B |
| Q1 2022 | 240 | $2.49B |
| Q4 2021 | 258 | $2.84B |
| Q3 2021 | 235 | $2.75B |
| Q2 2021 | 239 | $2.80B |
| 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 |
|---|---|---|---|---|---|
| Morton Brown Family Wealth, LLC | 1 | $62 | 0.00% | +1 | New |
| Creative Capital Management Investments LLC | 4 | $248 | 0.00% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 5 | $310 | 0.00% | +3+150.0% | Added |
| Cornerstone Planning Group LLC | 7 | $457 | 0.00% | +7 | New |
| Tompkins Financial Corp | 10 | $619 | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 11 | $681 | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 16 | $991 | 0.00% | +16 | New |
| Covestor Ltd | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Briaud Financial Planning, Inc | 31 | $1.00K | 0.00% | +31 | New |
| Brown, Lisle/Cummings, Inc. | 23 | $1.42K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 25 | $1.55K | 0.00% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 27 | $1.67K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 26 | $1.70K | 0.00% | +26 | New |
| Citigroup Inc | 29 | $1.79K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 33 | $2.04K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 43 | $2.66K | 0.00% | +43 | New |
| American Capital Advisory, LLC | 44 | $2.72K | 0.00% | +40+1,000.0% | Added |
| Ogorek Anthony Joseph | 49 | $3.00K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 50 | $3.00K | 0.00% | +50 | New |
| Creekmur Asset Management LLC | 50 | $3.10K | 0.00% | 00.0% | Unchanged |
| Spectrum Wealth Counsel, LLC | 60 | $3.71K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 61 | $3.78K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 70 | $4.33K | 0.00% | −5−6.7% | Reduced |
| First Financial Corp | 76 | $4.70K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 90 | $5.57K | 0.00% | 00.0% | Unchanged |
| Innovative Advisory Group, LLC | 100 | $6.19K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | – | $6.19K | 0.00% | – | New |
| Cape Investment Advisory, Inc. | 100 | $6.19K | 0.00% | +100 | New |
| Whittier Trust Co | 101 | $6.25K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 104 | $6.44K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 125 | $7.74K | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 130 | $8.05K | 0.01% | −31,561−99.6% | Reduced |
| Pacifica Partners Inc. | 140 | $8.61K | 0.00% | 00.0% | Unchanged |
| Minot DeBlois Advisors LLC | 150 | $9.28K | 0.01% | −138−47.9% | Reduced |
| Archer Investment Corp | 155 | $9.59K | 0.00% | 00.0% | Unchanged |
| Deane Retirement Strategies, Inc. | 164 | $10.2K | 0.00% | +57+53.3% | Added |
| Bogart Wealth, LLC | 192 | $11.9K | 0.00% | +18+10.3% | Added |
| Salem Investment Counselors Inc | 200 | $12.4K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 208 | $12.9K | 0.00% | +176+550.0% | Added |
| Park Square Financial Group, LLC | 214 | $13.2K | 0.01% | −18−7.8% | Reduced |
| Financial Perspectives, Inc | 217 | $13.4K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 227 | $14.0K | 0.02% | +148+187.3% | Added |
| Main Street Group, LTD | 227 | $14.1K | 0.01% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 236 | $14.6K | 0.00% | 00.0% | Unchanged |
| Promus Capital, LLC | 236 | $14.6K | 0.01% | +236 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 269 | $16.6K | 0.00% | +100+59.2% | Added |
| TD Capital Management LLC | 271 | $16.8K | 0.00% | +117+76.0% | Added |
| Geneos Wealth Management Inc. | 303 | $18.8K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 304 | $18.8K | 0.01% | +304 | New |
| Carolinas Wealth Consulting LLC | 399 | $24.7K | 0.01% | +33+9.0% | Added |
| Financial Management Professionals, Inc. | 420 | $26.0K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 449 | $27.8K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 472 | $29.2K | 0.01% | +239+102.6% | Added |
| Sandy Spring Bank | 473 | $29.3K | 0.00% | +391+476.8% | Added |
| Asset Planning,Inc | 474 | $29.3K | 0.02% | +474 | New |
| GAMMA Investing LLC | 476 | $29.5K | 0.00% | +476 | New |
| Kiker Wealth Management, LLC | 500 | $30.9K | 0.02% | +500 | New |
| Smartleaf Asset Management LLC | 532 | $32.5K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 617 | $38.2K | 0.01% | +192+45.2% | Added |
| Trust Co of Vermont | 628 | $38.9K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 662 | $41.0K | 0.00% | 00.0% | Unchanged |
| Studio Investment Management LLC | 700 | $43.3K | 0.01% | 00.0% | Unchanged |
| Silver Oak Securities, Inc | 810 | $49.4K | 0.00% | +810 | New |
| Sunbelt Securities, Inc. | 814 | $50.4K | 0.00% | +716+730.6% | Added |
| Rothschild Investment LLC | 825 | $51.1K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 832 | $51.5K | 0.00% | −73−8.1% | Reduced |
| Key Financial Inc | 837 | $51.8K | 0.01% | 00.0% | Unchanged |
| First Community Trust NA | 871 | $53.9K | 0.05% | +36+4.3% | Added |
| Colonial Trust Co | 897 | $55.5K | 0.01% | −255−22.1% | Reduced |
| NBT Bank N A | 908 | $56.2K | 0.00% | +11+1.2% | Added |
| Barrett & Company, Inc. | 1,020 | $63.1K | 0.03% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 1,022 | $63.3K | 0.03% | +172+20.2% | Added |
| EverSource Wealth Advisors, LLC | 1,092 | $67.6K | 0.00% | +734+205.0% | Added |
| Glass Jacobson Investment Advisors llc | 1,429 | $74.3K | 0.02% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,256 | $77.7K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,332 | $82.4K | 0.00% | +1,325+18,928.6% | Added |
| GPS Wealth Strategies Group, LLC | 1,350 | $83.6K | 0.01% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 1,400 | $86.6K | 0.01% | +1,400 | New |
| Salomon & Ludwin, LLC | 1,406 | $87.0K | 0.01% | +1,406 | New |
| FWL Investment Management, LLC | 1,600 | $99.0K | 0.04% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,664 | $103.0K | 0.01% | −234−12.3% | Reduced |
| Stonebridge Financial Group, LLC | 1,683 | $104.2K | 0.01% | −38−2.2% | Reduced |
| Coldstream Capital Management Inc | 1,704 | $105.5K | 0.00% | +1,704 | New |
| Headlands Technologies LLC | 1,847 | $114.3K | 0.01% | −19,731−91.4% | Reduced |
| LGT Financial Advisors LLC | 1,852 | $114.6K | 0.35% | +1,818+5,347.1% | Added |
| BFSG, LLC | 1,877 | $116.2K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 1,913 | $118.4K | 0.03% | −131−6.4% | Reduced |
| Washington Trust Advisors, Inc. | 2,109 | $130.5K | 0.01% | −335−13.7% | Reduced |
| CWM, LLC | 2,120 | $131.0K | 0.00% | +212+11.1% | Added |
| Laurel Wealth Advisors LLC | 2,368 | $146.6K | 0.02% | 00.0% | Unchanged |
| Birch Capital Management, LLC | 2,740 | $169.6K | 0.09% | −3,272−54.4% | Reduced |
| Exchange Traded Concepts, LLC | 2,760 | $170.8K | 0.00% | −288−9.4% | Reduced |
| Allworth Financial LP | 2,648 | $175.3K | 0.00% | +12+0.5% | Added |
| Federation des caisses Desjardins du Quebec | 2,879 | $178.2K | 0.00% | +44+1.6% | Added |
| Painted Porch Advisors LLC | 3,057 | $189.2K | 0.08% | +3,057 | New |
| Larson Financial Group LLC | 3,237 | $200.3K | 0.01% | +662+25.7% | Added |
| Investor's Fiduciary Advisor Network, LLC | 3,281 | $203.0K | 0.10% | +3,281 | New |
| Fulton Breakefield Broenniman LLC | 3,285 | $203.3K | 0.01% | +3,285 | New |
| Manhattan West Asset Management, LLC | 3,373 | $208.8K | 0.05% | +3,373 | New |
| Wedbush Securities Inc | 3,371 | $209.0K | 0.01% | +3,371 | New |