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 |
|---|---|---|---|---|---|
| MidWestOne Financial Group, Inc. | 19,280 | $1.19M | 0.17% | +19,280 | New |
| Nwam LLC | 19,461 | $1.20M | 0.10% | +5,529+39.7% | Added |
| Diligent Investors, LLC | 19,711 | $1.22M | 0.30% | 00.0% | Unchanged |
| Myecfo, LLC | 19,718 | $1.22M | 0.65% | +2,673+15.7% | Added |
| CX Institutional | 19,744 | $1.22M | 0.05% | +19,744 | New |
| Apella Capital, LLC | 20,178 | $1.24M | 0.04% | 00.0% | Unchanged |
| Olympus Wealth Management, LLC | 20,098 | $1.24M | 0.55% | +20,098 | New |
| Petix & Botte Co | 20,396 | $1.26M | 0.33% | 00.0% | Unchanged |
| Advyzon Investment Management, LLC | 20,718 | $1.28M | 0.45% | −1,755−7.8% | Reduced |
| Carret Asset Management, LLC | 20,986 | $1.30M | 0.15% | −150−0.7% | Reduced |
| Green Harvest Asset Management LLC | 21,035 | $1.30M | 0.03% | +106+0.5% | Added |
| Merkkuri Wealth Advisors LLC | 21,045 | $1.30M | 1.12% | +2,038+10.7% | Added |
| CIBC Private Wealth Group, LLC | 22,165 | $1.31M | 0.00% | +753+3.5% | Added |
| Astoria Portfolio Advisors LLC. | 20,131 | $1.31M | 0.45% | −6,161−23.4% | Reduced |
| Hollencrest Capital Management | 21,890 | $1.35M | 0.06% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 21,975 | $1.36M | 0.07% | 00.0% | Unchanged |
| Holistic Planning, LLC | 22,351 | $1.38M | 0.47% | −687−3.0% | Reduced |
| Quartz Partners, LLC | 22,741 | $1.41M | 0.85% | +3,266+16.8% | Added |
| Richard Bernstein Advisors LLC | 22,763 | $1.41M | 0.03% | −4,858−17.6% | Reduced |
| New England Private Wealth Advisors LLC | 22,863 | $1.41M | 0.22% | 00.0% | Unchanged |
| Bravias Capital Group, LLC | 23,637 | $1.46M | 1.19% | +2,711+13.0% | Added |
| Valmark Advisers, Inc. | 23,649 | $1.46M | 0.02% | +4,654+24.5% | Added |
| Brown Miller Wealth Management, LLC | 23,707 | $1.47M | 0.51% | −2,753−10.4% | Reduced |
| Global View Capital Management LLC | 23,957 | $1.48M | 0.54% | +18,252+319.9% | Added |
| AQR Capital Management LLC | 24,046 | $1.49M | 0.00% | +11,428+90.6% | Added |
| Leading Edge Financial Planning LLC | 24,202 | $1.50M | 0.47% | −900−3.6% | Reduced |
| Valicenti Advisory Services Inc | 24,221 | $1.50M | 0.39% | −4,173−14.7% | Reduced |
| Castleview Partners, LLC | 24,289 | $1.50M | 1.02% | +5,118+26.7% | Added |
| Tradition Wealth Management, LLC | 24,394 | $1.51M | 0.13% | +11,518+89.5% | Added |
| One Charles Private Wealth Services, LLC | 24,687 | $1.53M | 0.49% | +283+1.2% | Added |
| IFP Advisors, Inc | 24,742 | $1.53M | 0.05% | +21,250+608.5% | Added |
| Choate Investment Advisors | 24,808 | $1.54M | 0.04% | +13,780+125.0% | Added |
| Patten Group, Inc. | 24,853 | $1.54M | 0.35% | +10,829+77.2% | Added |
| Biltmore Family Office, LLC | 25,126 | $1.56M | 0.27% | +25,126 | New |
| Whittier Trust Co of Nevada Inc | 25,500 | $1.58M | 0.04% | 00.0% | Unchanged |
| Wallace Advisory Group, LLC | 30,805 | $1.60M | 1.11% | −29,691−49.1% | Reduced |
| Visionary Wealth Advisors | 25,966 | $1.61M | 0.10% | −11,343−30.4% | Reduced |
| Tocqueville Asset Management L.P. | 26,067 | $1.61M | 0.03% | 00.0% | Unchanged |
| PDS Planning, Inc | 26,930 | $1.67M | 0.14% | −121−0.4% | Reduced |
| IHT Wealth Management, LLC | 27,039 | $1.67M | 0.05% | +1,498+5.9% | Added |
| Aspetuck Financial Management LLC | 27,189 | $1.68M | 1.45% | −925−3.3% | Reduced |
| Ashton Thomas Private Wealth, LLC | 27,616 | $1.71M | 0.07% | +12,048+77.4% | Added |
| Sargent Investment Group, LLC | 27,730 | $1.72M | 0.27% | +4,715+20.5% | Added |
| Robinson Value Management, Ltd. | 27,767 | $1.72M | 1.11% | +1,374+5.2% | Added |
| Brinker Capital Investments, LLC | 28,416 | $1.76M | 0.02% | +12,224+75.5% | Added |
| Orion Portfolio Solutions, LLC | 28,416 | $1.76M | 0.02% | +12,224+75.5% | Added |
| Forbes J M & Co LLP | 28,711 | $1.78M | 0.17% | 00.0% | Unchanged |
| Leo Wealth, LLC | 28,908 | $1.79M | 0.26% | −5,812−16.7% | Reduced |
| Brown Financial Advisors | 28,931 | $1.79M | 0.74% | −1,083−3.6% | Reduced |
| Advisory Alpha, LLC | 29,215 | $1.81M | 0.06% | −4,817−14.2% | Reduced |
| Capital Management Associates, Inc | 29,450 | $1.82M | 0.41% | +15,175+106.3% | Added |
| Cambridge Associates LLC | 30,631 | $1.90M | 0.05% | 00.0% | Unchanged |
| Vertex Planning Partners, LLC | 30,820 | $1.91M | 0.42% | +15,399+99.9% | Added |
| Kickstand Ventures, LLC. | 31,769 | $1.97M | 0.51% | +13,172+70.8% | Added |
| Gradient Capital Advisors, LLC | 31,771 | $1.97M | 0.64% | +69+0.2% | Added |
| BlackDiamond Wealth Management Inc. | 29,919 | $1.97M | 1.33% | +12,121+68.1% | Added |
| Legacy Capital Wealth Partners, LLC | 32,769 | $2.03M | 0.50% | +201+0.6% | Added |
| Focus Financial Network, Inc. | 33,974 | $2.10M | 0.09% | +16,472+94.1% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 34,111 | $2.11M | 0.17% | −1,355−3.8% | Reduced |
| Adviser Investments LLC | 34,065 | $2.11M | 0.03% | +3,384+11.0% | Added |
| WBH Advisory Inc | 34,254 | $2.12M | 0.20% | +34,254 | New |
| KWB Wealth | 40,822 | $2.12M | 0.26% | +40,822 | New |
| Beacon Pointe Advisors, LLC | 34,641 | $2.14M | 0.02% | −300−0.9% | Reduced |
| Brown Brothers Harriman & Co | 34,690 | $2.15M | 0.02% | +34,690 | New |
| Shira Ridge Wealth Management | 35,219 | $2.18M | 1.09% | +35,219 | New |
| Nomura Asset Management Co Ltd | 35,300 | $2.18M | 0.01% | −800−2.2% | Reduced |
| KPP Advisory Services LLC | 35,318 | $2.19M | 0.42% | +572+1.6% | Added |
| Goldman Sachs Group Inc | 35,362 | $2.19M | 0.00% | −459,321−92.9% | Reduced |
| Atria Investments LLC | 35,379 | $2.19M | 0.03% | +35,379 | New |
| Genesis Wealth Advisors, LLC | 35,555 | $2.20M | 1.78% | −37,467−51.3% | Reduced |
| Scotia Capital Inc. | 35,559 | $2.20M | 0.01% | −2,253−6.0% | Reduced |
| Merit Financial Group, LLC | 36,049 | $2.23M | 0.03% | +2,782+8.4% | Added |
| Mayflower Financial Advisors, LLC | 36,187 | $2.24M | 0.34% | +18,663+106.5% | Added |
| Capital A Wealth Management, LLC | 36,424 | $2.25M | 2.36% | +34,004+1,405.1% | Added |
| Arete Wealth Advisors, LLC | 36,970 | $2.29M | 0.17% | −60,682−62.1% | Reduced |
| Public Employees Retirement System of Ohio | 37,200 | $2.30M | 0.01% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 38,093 | $2.36M | 1.19% | +28,789+309.4% | Added |
| McNaughton Wealth Management, LLC | 39,382 | $2.44M | 1.18% | +39,382 | New |
| Salus Financial Advisors, LLC | 40,608 | $2.51M | 1.90% | −3,101−7.1% | Reduced |
| Talon Private Wealth, LLC | 41,643 | $2.58M | 0.35% | +41,643 | New |
| Compass Ion Advisors, LLC | 41,655 | $2.58M | 0.30% | +8,562+25.9% | Added |
| Jones Financial Companies LLLP | 42,384 | $2.59M | 0.00% | +3,053+7.8% | Added |
| Jump Financial, LLC | 41,901 | $2.59M | 0.04% | −8,065−16.1% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 42,369 | $2.62M | 0.52% | −467−1.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 42,775 | $2.65M | 0.02% | −1,129−2.6% | Reduced |
| Marex Group plc | 42,942 | $2.66M | 0.05% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 43,827 | $2.71M | 0.05% | +2,018+4.8% | Added |
| Sovran Advisors, LLC | 41,336 | $2.72M | 0.35% | +7,114+20.8% | Added |
| Mills Wealth Advisors LLC | 44,707 | $2.77M | 1.47% | −1,767−3.8% | Reduced |
| Jacobi Capital Management LLC | 45,301 | $2.80M | 0.21% | −4,302−8.7% | Reduced |
| Tennessee Valley Asset Management Partners | 45,585 | $2.82M | 0.46% | +45,585 | New |
| Mercer Global Advisors Inc | 45,771 | $2.83M | 0.01% | −8,877−16.2% | Reduced |
| Certior Financial Group, LLC | 47,460 | $2.94M | 2.43% | −2,566−5.1% | Reduced |
| Ci Investments Inc. | 47,534 | $2.94M | 0.01% | 00.0% | Unchanged |
| Franklin Resources Inc | 47,716 | $2.95M | 0.00% | −1,150−2.4% | Reduced |
| Horizon Financial Services, LLC | 48,469 | $3.00M | 1.67% | +48,469 | New |
| MONECO Advisors, LLC | 48,475 | $3.00M | 0.31% | +4,981+11.5% | Added |
| RSM US Wealth Management LLC | 48,673 | $3.01M | 0.05% | +311+0.6% | Added |
| Bridgewater Advisors Inc. | 46,001 | $3.03M | 0.26% | 00.0% | Unchanged |
| Stansberry Asset Management, LLC | 49,778 | $3.08M | 0.37% | +7,103+16.6% | Added |