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 |
|---|---|---|---|---|---|
| Wealthcare Capital Partners, LLC | 7,948 | $491.9K | 0.25% | −304−3.7% | Reduced |
| Clear Creek Financial Management, LLC | 8,098 | $501.2K | 0.05% | +3,758+86.6% | Added |
| Compass Financial Services Inc | 8,130 | $503.2K | 0.26% | +1,302+19.1% | Added |
| Ancora Advisors, LLC | 8,188 | $506.8K | 0.01% | +6,671+439.7% | Added |
| Etesian Wealth Advisors, Inc. | 8,214 | $508.4K | 0.22% | −3,481−29.8% | Reduced |
| Weil Company, Inc. | 8,261 | $511.3K | 0.15% | −2,794−25.3% | Reduced |
| Crews Bank & Trust | 8,275 | $512.1K | 0.09% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 8,547 | $529.0K | 0.04% | +2,158+33.8% | Added |
| Frederick Financial Consultants, LLC | 8,553 | $529.3K | 0.38% | +8,553 | New |
| Nova Wealth Management, Inc. | 8,611 | $532.9K | 0.46% | +1,100+14.6% | Added |
| YHB Investment Advisors, Inc. | 8,700 | $538.4K | 0.04% | +1,750+25.2% | Added |
| SWMG, LLC | 8,378 | $548.3K | 0.22% | −9,554−53.3% | Reduced |
| Smith Anglin Financial, LLC | 8,862 | $548.5K | 0.06% | +1,382+18.5% | Added |
| Spectrum Planning & Advisory Services Inc. | 8,957 | $554.3K | 0.46% | −4,069−31.2% | Reduced |
| Middleton & Co Inc | 9,151 | $566.4K | 0.07% | 00.0% | Unchanged |
| IFG Advisory, LLC | 9,190 | $568.8K | 0.03% | +9,190 | New |
| DeDora Capital, Inc. | 9,238 | $571.7K | 0.16% | +1,396+17.8% | Added |
| Requisite Capital Management, LLC | 9,283 | $574.5K | 0.13% | +2,022+27.8% | Added |
| Indiana Trust & Investment Management CO | 9,500 | $588.0K | 0.21% | 00.0% | Unchanged |
| 4WEALTH Advisors, Inc. | 9,508 | $588.5K | 0.65% | −750−7.3% | Reduced |
| Clearview Wealth Advisors LLC | 9,561 | $591.7K | 0.44% | +9,561 | New |
| Envestnet Portfolio Solutions, Inc. | 10,013 | $619.7K | 0.00% | +919+10.1% | Added |
| JT Stratford LLC | 10,200 | $631.3K | 0.11% | −100−1.0% | Reduced |
| Alpha Cubed Investments, LLC | 10,201 | $631.3K | 0.03% | +10,201 | New |
| Tempus Wealth Planning, LLC | 10,223 | $632.7K | 0.19% | +10,223 | New |
| MSH Capital Advisors LLC | 10,249 | $634.3K | 0.20% | −1,771−14.7% | Reduced |
| Strategic Blueprint, LLC | 10,293 | $637.0K | 0.03% | +4,714+84.5% | Added |
| Sovereign Financial Group, Inc. | 10,386 | $642.8K | 0.15% | +306+3.0% | Added |
| Creative Financial Designs Inc | 10,582 | $654.9K | 0.05% | +2,094+24.7% | Added |
| Diversify Advisory Services, LLC | 10,055 | $661.3K | 0.04% | +235+2.4% | Added |
| Patriot Financial Group Insurance Agency, LLC | 10,706 | $662.6K | 0.09% | +5,313+98.5% | Added |
| Sage Mountain Advisors LLC | 10,830 | $670.3K | 0.05% | 00.0% | Unchanged |
| Sheets Smith Wealth Management | 10,921 | $675.9K | 0.08% | +10,921 | New |
| Avidian Wealth Solutions, LLC | 11,186 | $692.3K | 0.03% | +5,684+103.3% | Added |
| Betterment LLC | 11,262 | $697.0K | 0.00% | −233−2.0% | Reduced |
| Caitlin John, LLC | 11,263 | $697.1K | 0.68% | +10,068+842.5% | Added |
| Marshall & Sterling Wealth Advisors Inc. | 11,299 | $699.3K | 0.48% | +618+5.8% | Added |
| Clearstead Advisors, LLC | 11,304 | $699.6K | 0.01% | −1,797−13.7% | Reduced |
| IFG Advisors, LLC | 11,614 | $718.8K | 0.14% | +2,613+29.0% | Added |
| Sigma Planning Corp | 11,669 | $722.2K | 0.02% | +1,008+9.5% | Added |
| Good Life Advisors, LLC | 11,763 | $728.0K | 0.05% | +11,763 | New |
| Axxcess Wealth Management, LLC | 11,869 | $734.6K | 0.02% | +2,134+21.9% | Added |
| Capital Analysts, LLC | 11,993 | $742.0K | 0.03% | +4,782+66.3% | Added |
| Vista Wealth Management Group, LLC | 12,000 | $742.7K | 0.05% | 00.0% | Unchanged |
| Fundamentun, LLC | 12,122 | $750.2K | 0.04% | +718+6.3% | Added |
| Tokio Marine Asset Management Co Ltd | 12,200 | $755.1K | 0.03% | −600−4.7% | Reduced |
| Destiny Capital Corp | 12,235 | $757.2K | 0.52% | −267−2.1% | Reduced |
| WealthPLAN Partners, LLC | 12,375 | $765.9K | 0.11% | +5,891+90.9% | Added |
| Johnson Financial Group, Inc. | 12,674 | $784.4K | 0.04% | 00.0% | Unchanged |
| Waterloo Capital, L.P. | 12,695 | $785.7K | 0.07% | +12,695 | New |
| U.S. Capital Wealth Advisors, LLC | 12,880 | $797.1K | 0.02% | +1,999+18.4% | Added |
| Kingsview Wealth Management, LLC | 12,910 | $799.0K | 0.02% | −1,110−7.9% | Reduced |
| Total Investment Management Inc | 13,469 | $833.6K | 0.11% | −6,339−32.0% | Reduced |
| Acorn Wealth Advisors, LLC | 13,475 | $834.0K | 0.35% | −24−0.2% | Reduced |
| Norden Group LLC | 13,587 | $840.9K | 0.10% | −281−2.0% | Reduced |
| Boothbay Fund Management, LLC | 13,600 | $841.7K | 0.03% | +13,600 | New |
| Breed's Hill Capital LLC | 13,617 | $842.8K | 0.45% | 00.0% | Unchanged |
| My Legacy Advisors, LLC | 13,794 | $853.7K | 0.33% | +6,741+95.6% | Added |
| Independent Financial Group, LLC | 13,808 | $854.6K | 0.03% | +6,109+79.3% | Added |
| Advisory Services Network, LLC | 13,925 | $861.8K | 0.02% | +4,532+48.2% | Added |
| Pathway Financial Advisors LLC | 14,409 | $891.8K | 0.16% | 00.0% | Unchanged |
| BlackRock, Inc. | 14,442 | $893.8K | 0.00% | −6,611−31.4% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 14,557 | $900.9K | 0.19% | 00.0% | Unchanged |
| Auour Investments LLC | 13,821 | $902.0K | 0.33% | −1,123−7.5% | Reduced |
| Central Trust Co | 14,600 | $903.6K | 0.02% | −300−2.0% | Reduced |
| Clark Asset Management, LLC | 14,647 | $906.5K | 0.15% | +14,647 | New |
| Two Sigma Securities, LLC | 14,769 | $914.1K | 0.14% | +14,769 | New |
| Lifelong Wealth Advisors, Inc. | 14,958 | $925.8K | 0.43% | +6,636+79.7% | Added |
| SeaCrest Wealth Management, LLC | 14,964 | $926.1K | 0.10% | −1,079−6.7% | Reduced |
| Valtinson Bruner Financial Planning LLC | 15,032 | $930.3K | 0.31% | −8,981−37.4% | Reduced |
| WCG Wealth Advisors LLC | 15,155 | $937.9K | 0.07% | −1,386−8.4% | Reduced |
| Tableaux LLC | 15,156 | $938.0K | 0.68% | −2,186−12.6% | Reduced |
| Continuum Advisory, LLC | 15,350 | $950.0K | 0.12% | −2,695−14.9% | Reduced |
| Perennial Investment Advisors, LLC | 15,803 | $978.0K | 0.11% | +6,880+77.1% | Added |
| Eagle Global Advisors LLC | 16,000 | $990.2K | 0.04% | +1,500+10.3% | Added |
| Mutual Advisors, LLC | 15,219 | $995.9K | 0.03% | +1,709+12.6% | Added |
| Mattson Financial Services, LLC | 16,110 | $997.0K | 0.30% | −6,663−29.3% | Reduced |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 16,219 | $1.00M | 0.16% | +1,854+12.9% | Added |
| Apeiron RIA LLC | 16,432 | $1.02M | 0.31% | +7,115+76.4% | Added |
| Paladin Wealth, LLC | 16,533 | $1.02M | 0.92% | +259+1.6% | Added |
| Copia Wealth Management | 16,550 | $1.02M | 0.95% | +80+0.5% | Added |
| Brown Advisory Inc | 16,575 | $1.03M | 0.00% | +916+5.8% | Added |
| Eagle Rock Investment Company, LLC | 16,604 | $1.03M | 0.18% | +16,604 | New |
| Relyea Zuckerberg Hanson LLC | 16,804 | $1.04M | 0.14% | +5,624+50.3% | Added |
| Magnolia Private Wealth, LLC | 17,501 | $1.08M | 0.92% | −417−2.3% | Reduced |
| Pecaut & Co. | 17,604 | $1.09M | 0.37% | +6,240+54.9% | Added |
| Prosperity Consulting Group, LLC | 17,633 | $1.09M | 0.08% | −3,548−16.8% | Reduced |
| Caldwell Trust Co | 17,971 | $1.11M | 0.12% | +2,917+19.4% | Added |
| Thrive Capital Management, LLC | 18,146 | $1.12M | 0.67% | −9,248−33.8% | Reduced |
| Matrix Trust Co | 18,188 | $1.13M | 0.19% | +13,432+282.4% | Added |
| Kendall Capital Management | 18,237 | $1.13M | 0.33% | +890+5.1% | Added |
| Theory Financial LLC | 18,422 | $1.14M | 0.48% | +8,980+95.1% | Added |
| M1 Capital Management LLC | 18,467 | $1.14M | 0.71% | +18,467 | New |
| Formidable Asset Management, LLC | 18,561 | $1.15M | 0.19% | +4,895+35.8% | Added |
| CI Private Wealth, LLC | 18,724 | $1.16M | 0.00% | +9,334+99.4% | Added |
| S. R. Schill & Associates | 18,743 | $1.16M | 0.92% | +18,743 | New |
| MAI Capital Management | 18,869 | $1.17M | 0.01% | +60+0.3% | Added |
| Per Stirling Capital Management, LLC. | 19,045 | $1.18M | 0.17% | −1,510−7.3% | Reduced |
| AMG National Trust Bank | 19,070 | $1.18M | 0.03% | +12,730+200.8% | Added |
| Atomi Financial Group, Inc. | 19,075 | $1.18M | 0.05% | +6,946+57.3% | Added |