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 |
|---|---|---|---|---|---|
| Tranquility Partners, LLC | 3,383 | $209.4K | 0.08% | +3,383 | New |
| Resurgent Financial Advisors LLC | 3,514 | $217.5K | 0.13% | +3,514 | New |
| Barnett & Company, Inc. | 3,571 | $221.0K | 0.18% | +3,571 | New |
| Wealthgarden F.S. LLC | 3,630 | $224.7K | 0.22% | +3,630 | New |
| Oregon Pacific Wealth Management, LLC | 3,659 | $226.5K | 0.23% | +3,659 | New |
| United Asset Strategies, Inc. | 3,665 | $226.8K | 0.02% | −1,171−24.2% | Reduced |
| Woodmont Investment Counsel LLC | 3,697 | $228.8K | 0.02% | +3,697 | New |
| Paragon Advisors, LLC | 3,738 | $231.3K | 0.09% | +3,738 | New |
| Bristlecone Advisors, LLC | 3,740 | $231.5K | 0.02% | +3,740 | New |
| Modern Wealth Management, LLC | 3,804 | $235.4K | 0.01% | −146−3.7% | Reduced |
| Johnson Investment Counsel Inc | 3,873 | $239.7K | 0.00% | +3,873 | New |
| Richards, Merrill & Peterson, Inc. | 3,900 | $241.4K | 0.13% | +3,100+387.5% | Added |
| Financial Advocates Investment Management | 3,938 | $243.7K | 0.02% | +3,938 | New |
| Principal Securities, Inc. | 4,704 | $244.6K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 3,957 | $244.9K | 0.03% | +43+1.1% | Added |
| Bell Investment Advisors, Inc | 3,985 | $246.6K | 0.05% | 00.0% | Unchanged |
| Cardiff Park Advisors, LLC | 3,987 | $246.7K | 0.02% | 00.0% | Unchanged |
| Entruity Wealth, LLC | 3,987 | $246.8K | 0.23% | −843−17.5% | Reduced |
| Valeo Financial Advisors, LLC | 4,034 | $249.7K | 0.01% | +4,034 | New |
| Noesis Capital Mangement Corp | 4,044 | $250.3K | 0.05% | 00.0% | Unchanged |
| USAdvisors Wealth Management, LLC | 4,100 | $253.0K | 0.09% | +4,100 | New |
| Florida Financial Advisors, LLC | 4,091 | $253.2K | 0.10% | +4,091 | New |
| OMNI 360 Wealth, Inc. | 4,212 | $260.7K | 0.17% | +4,212 | New |
| Community Bank, N.A. | 4,235 | $262.1K | 0.04% | −142−3.2% | Reduced |
| BKA Wealth Consulting, Inc. | 4,245 | $262.7K | 0.26% | +8+0.2% | Added |
| Emergent Wealth Advisors, LLC | 4,245 | $262.7K | 0.19% | +4,245 | New |
| Perigon Wealth Management, LLC | 4,273 | $264.5K | 0.01% | 00.0% | Unchanged |
| First National Trust Co | 4,277 | $264.7K | 0.01% | +89+2.1% | Added |
| Comprehensive Money Management Services LLC | 4,279 | $264.8K | 0.21% | −300−6.6% | Reduced |
| WealthTrak Capital Management LLC | 4,294 | $265.8K | 0.23% | +2,021+88.9% | Added |
| Regimen Wealth, LLC | 4,304 | $266.4K | 0.09% | −181−4.0% | Reduced |
| Signal Advisors Wealth, LLC | 4,361 | $269.9K | 0.03% | −993−18.5% | Reduced |
| Ausdal Financial Partners, Inc. | 4,433 | $274.4K | 0.02% | +4,433 | New |
| Eldridge Investment Advisors, Inc. | 4,434 | $274.4K | 0.06% | 00.0% | Unchanged |
| Scharf Investments, LLC | 4,500 | $278.5K | 0.01% | +4,500 | New |
| AlTi Global, Inc. | 4,518 | $279.6K | 0.01% | 00.0% | Unchanged |
| First Heartland Consultants, Inc. | 4,533 | $280.5K | 0.03% | +4,533 | New |
| Semmax Financial Advisors Inc. | 4,312 | $284.3K | 0.08% | +2,282+112.4% | Added |
| Redhawk Wealth Advisors, Inc. | 4,624 | $286.2K | 0.04% | +74+1.6% | Added |
| Selective Wealth Management, Inc. | 4,485 | $287.1K | 0.12% | +117+2.7% | Added |
| LexAurum Advisors, LLC | 4,777 | $295.6K | 0.06% | +4,777 | New |
| Centaurus Financial, Inc. | 4,888 | $303.0K | 0.02% | +549+12.7% | Added |
| Sowell Financial Services LLC | 4,949 | $306.3K | 0.01% | +4,949 | New |
| Pineridge Advisors LLC | 5,028 | $311.2K | 0.12% | +32+0.6% | Added |
| The PNC Financial Services Group, Inc. | 5,042 | $312.0K | 0.00% | +2,614+107.7% | Added |
| N.E.W. Advisory Services LLC | 5,062 | $313.3K | 0.02% | +125+2.5% | Added |
| Kaizen Financial Strategies | 5,073 | $314.0K | 0.18% | +5,073 | New |
| Integrated Wealth Concepts LLC | 5,128 | $317.3K | 0.00% | +91+1.8% | Added |
| Dynamic Advisor Solutions LLC | 5,183 | $320.8K | 0.01% | +5,183 | New |
| HBW Advisory Services LLC | 5,225 | $323.4K | 0.05% | −1,403−21.2% | Reduced |
| Richardson Financial Services Inc. | 5,236 | $324.0K | 0.25% | +5,236 | New |
| HM Payson & Co | 5,250 | $324.9K | 0.01% | −2,519−32.4% | Reduced |
| Spire Wealth Management | 5,283 | $327.0K | 0.01% | −2,981−36.1% | Reduced |
| International Private Wealth Advisors LLC | 5,442 | $336.8K | 0.32% | −380−6.5% | Reduced |
| Blackston Financial Advisory Group, LLC | 5,449 | $337.2K | 0.23% | −271−4.7% | Reduced |
| ShoreHaven Wealth Partners, LLC | 5,450 | $337.3K | 0.16% | 00.0% | Unchanged |
| Washington Trust Co | 5,554 | $343.7K | 0.01% | −5,418−49.4% | Reduced |
| Beacon Financial Advisory LLC | 5,572 | $344.9K | 0.10% | +5,572 | New |
| Appleton Partners Inc | 5,628 | $348.0K | 0.03% | +44+0.8% | Added |
| Victory Capital Management Inc | 5,635 | $348.8K | 0.00% | +1,133+25.2% | Added |
| WestEnd Advisors, LLC | 5,635 | $348.8K | 0.01% | +1,133+25.2% | Added |
| Heritage Investors Management Corp | 5,685 | $352.0K | 0.01% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 5,766 | $356.9K | 0.00% | +1,152+25.0% | Added |
| Gen-Wealth Partners Inc | 5,860 | $362.7K | 0.15% | +2,922+99.5% | Added |
| Northern Trust Corp | 5,871 | $363.4K | 0.00% | +5,871 | New |
| GWN Securities Inc. | 5,942 | $367.8K | 0.02% | −53,168−89.9% | Reduced |
| Catalina Capital Group, LLC | 5,947 | $368.1K | 0.25% | +5,947 | New |
| Anchor Investment Management, LLC | 5,949 | $368.2K | 0.03% | +488+8.9% | Added |
| High Falls Advisors, Inc | 6,010 | $372.0K | 0.09% | +1,607+36.5% | Added |
| MKT Advisors LLC | 6,402 | $377.5K | 0.18% | +6,402 | New |
| Sound View Wealth Advisors Group, LLC | 6,105 | $377.8K | 0.03% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 6,160 | $381.3K | 0.01% | +1,688+37.7% | Added |
| RDA Financial Network | 6,174 | $382.1K | 0.11% | +2,115+52.1% | Added |
| Lee Financial Co | 6,188 | $383.0K | 0.06% | 00.0% | Unchanged |
| Captrust Financial Advisors | 6,210 | $384.3K | 0.00% | 00.0% | Unchanged |
| Gibbs Wealth Management | 6,255 | $387.1K | 0.09% | −230−3.5% | Reduced |
| Warren Averett Asset Management, LLC | 6,312 | $390.6K | 0.00% | −17−0.3% | Reduced |
| Vermillion Wealth Management, Inc. | 6,512 | $403.0K | 0.12% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 6,551 | $405.4K | 0.01% | +6,551 | New |
| Fullcircle Wealth LLC | 6,117 | $406.0K | 0.17% | +6,117 | New |
| Lido Advisors, LLC | 6,713 | $415.5K | 0.00% | +2,793+71.3% | Added |
| Fiduciary Trust Co | 6,864 | $424.8K | 0.01% | −502−6.8% | Reduced |
| Hobbs Wealth Management, LLC | 6,989 | $432.5K | 0.48% | +6,989 | New |
| Diversify Wealth Management, LLC | 6,668 | $438.6K | 0.03% | −594−8.2% | Reduced |
| Belpointe Asset Management LLC | 7,090 | $438.8K | 0.02% | +726+11.4% | Added |
| Buckingham Strategic Partners | 7,157 | $442.9K | 0.01% | −9,922−58.1% | Reduced |
| Intrua Financial, LLC | 7,202 | $445.7K | 0.07% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 7,300 | $451.8K | 0.03% | −2,000−21.5% | Reduced |
| Sutton Place Investors LLC | 7,443 | $460.6K | 0.31% | +3,299+79.6% | Added |
| Horan Securities, Inc. | 7,514 | $465.0K | 0.18% | +7,514 | New |
| StoneX Group Inc. | 7,532 | $466.0K | 0.03% | +2,655+54.4% | Added |
| Advisors Capital Management, LLC | 7,596 | $470.1K | 0.01% | 00.0% | Unchanged |
| Hamilton Capital, LLC | 7,631 | $472.3K | 0.03% | +7,631 | New |
| FMR LLC | 7,655 | $473.8K | 0.00% | +1,130+17.3% | Added |
| Oceanside Advisors LLC | 7,665 | $474.4K | 0.34% | −186−2.4% | Reduced |
| Mather Group, LLC. | 7,745 | $479.3K | 0.01% | −24−0.3% | Reduced |
| Roman Butler Fullerton & Co | 7,506 | $480.4K | 0.19% | +7,506 | New |
| Denver Wealth Management, Inc. | 7,793 | $482.3K | 0.22% | 00.0% | Unchanged |
| Firethorn Wealth Partners, LLC | 7,863 | $486.6K | 0.23% | +3,590+84.0% | Added |
| Signet Financial Management, LLC | 7,905 | $489.2K | 0.07% | −441−5.3% | Reduced |