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 |
|---|---|---|---|---|---|
| Copperwynd Financial, LLC | 50,643 | $3.13M | 0.86% | −1,933−3.7% | Reduced |
| Harbour Investments, Inc. | 50,684 | $3.14M | 0.09% | +38,618+320.1% | Added |
| Essex Financial Services, Inc. | 51,916 | $3.21M | 0.23% | +5,576+12.0% | Added |
| Portside Wealth Group, LLC | 51,940 | $3.21M | 0.52% | +3,444+7.1% | Added |
| Penobscot Wealth Management | 53,602 | $3.32M | 1.40% | +53,602 | New |
| Paul R. Ried Financial Group, LLC | 54,193 | $3.35M | 2.34% | −3,495−6.1% | Reduced |
| Foundations Investment Advisors, LLC | 54,408 | $3.37M | 0.06% | +10,089+22.8% | Added |
| Transce3nd, LLC | 54,314 | $3.37M | 1.50% | +5,672+11.7% | Added |
| GeoWealth Management, LLC | 55,075 | $3.41M | 0.14% | −5,585−9.2% | Reduced |
| Susquehanna International Group, LLP | 55,629 | $3.44M | 0.01% | +55,629 | New |
| Entrewealth, LLC | 56,080 | $3.47M | 2.67% | +5,672+11.3% | Added |
| Financial Life Advisors | 56,284 | $3.48M | 1.30% | +56,284 | New |
| Baker Ellis Asset Management LLC | 56,650 | $3.51M | 0.51% | +1,650+3.0% | Added |
| Wealthcare Advisory Partners LLC | 57,106 | $3.53M | 0.09% | −1,694−2.9% | Reduced |
| Kraematon Investment Advisors, Inc | 58,647 | $3.63M | 3.69% | −1,185−2.0% | Reduced |
| Luminist Capital LLC | 60,169 | $3.72M | 4.00% | +1,152+2.0% | Added |
| Evercore Wealth Management, LLC | 61,210 | $3.79M | 0.06% | −21,725−26.2% | Reduced |
| E Fund Management Co., Ltd. | 61,370 | $3.80M | 0.18% | −1,837−2.9% | Reduced |
| NDVR, Inc. | 62,736 | $3.88M | 3.96% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 63,774 | $3.95M | 0.20% | +1,269+2.0% | Added |
| Baker Tilly Wealth Management, LLC | 65,320 | $4.04M | 1.59% | +12,825+24.4% | Added |
| New Perspectives, Inc | 65,584 | $4.06M | 2.17% | +65,584 | New |
| Prime Capital Investment Advisors, LLC | 65,601 | $4.06M | 0.05% | +1,041+1.6% | Added |
| Bush Investment Group, LLC | 65,628 | $4.06M | 3.06% | +30,279+85.7% | Added |
| Beckerman Institutional, LLC | 65,799 | $4.07M | 2.95% | +3,342+5.4% | Added |
| Segment Wealth Management, LLC | 66,154 | $4.09M | 0.28% | +56,654+596.4% | Added |
| Marble Harbor Investment Counsel, LLC | 66,375 | $4.11M | 0.46% | −50−0.1% | Reduced |
| Lynx Investment Advisory | 66,476 | $4.11M | 2.74% | +60+0.1% | Added |
| Change Path, LLC | 66,975 | $4.15M | 0.12% | +12,140+22.1% | Added |
| BKD Wealth Advisors, LLC | 67,268 | $4.16M | 0.10% | −1,289−1.9% | Reduced |
| Cabot Wealth Management Inc | 67,990 | $4.21M | 0.54% | +1,727+2.6% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 68,245 | $4.21M | 0.01% | +8,022+13.3% | Added |
| Bright Financial Advisors, Inc. | 68,478 | $4.24M | 2.60% | +85+0.1% | Added |
| Catalyst Capital Advisors LLC | 68,500 | $4.24M | 0.09% | −5,000−6.8% | Reduced |
| Seven Post Investment Office LP | 69,074 | $4.27M | 1.63% | −344−0.5% | Reduced |
| Detalus Advisors, LLC | 69,261 | $4.29M | 1.35% | +47,165+213.5% | Added |
| Motiv8 Investments LLC | 70,280 | $4.35M | 2.89% | +70,280 | New |
| Q3 Asset Management | 70,690 | $4.38M | 2.99% | +70,690 | New |
| Flagship Harbor Advisors, LLC | 71,193 | $4.41M | 0.23% | +4,407+6.6% | Added |
| Alliance Wealth Advisors, LLC | 71,623 | $4.43M | 1.16% | +5,924+9.0% | Added |
| Colony Group, LLC | 71,720 | $4.44M | 0.01% | −4,637−6.1% | Reduced |
| Financial Guidance Group, Inc. | 73,229 | $4.53M | 2.45% | +2,870+4.1% | Added |
| Joseph Group Capital Management | 73,627 | $4.56M | 1.74% | −15,371−17.3% | Reduced |
| Comerica Bank | 73,670 | $4.56M | 0.02% | −2,305−3.0% | Reduced |
| Aptus Capital Advisors, LLC | 74,687 | $4.62M | 0.05% | +2,870+4.0% | Added |
| Hobbs Group Advisors, LLC | 74,923 | $4.64M | 1.76% | −24,305−24.5% | Reduced |
| Courier Capital LLC | 77,166 | $4.78M | 0.31% | +44,703+137.7% | Added |
| Clark Capital Management Group, Inc. | 77,644 | $4.81M | 0.03% | −913−1.2% | Reduced |
| One Wealth Advisors, LLC | 79,094 | $4.90M | 0.73% | +38,278+93.8% | Added |
| TD Waterhouse Canada Inc. | 80,224 | $4.95M | 0.04% | −24,250−23.2% | Reduced |
| Janney Montgomery Scott LLC | 80,466 | $4.98M | 0.01% | +1,916+2.4% | Added |
| Cardinal Strategic Wealth Guidance | 80,642 | $4.99M | 1.59% | +80,642 | New |
| Lodestar Private Asset Management LLC | 80,784 | $5.00M | 0.63% | +3,051+3.9% | Added |
| Fortis Advisors, LLC | 81,375 | $5.04M | 3.28% | −520−0.6% | Reduced |
| Peak Retirement Planning, Inc. | 82,953 | $5.13M | 2.85% | +45,283+120.2% | Added |
| UMA Financial Services, Inc. | 83,168 | $5.15M | 0.89% | +43,156+107.9% | Added |
| GWM Advisors LLC | 83,824 | $5.19M | 0.03% | +53,321+174.8% | Added |
| Team Financial Group, LLC | 84,214 | $5.21M | 3.01% | +10,124+13.7% | Added |
| Park Avenue Securities LLC | 84,748 | $5.25M | 0.06% | +42,579+101.0% | Added |
| Upper Left Wealth Management, LLC | 86,069 | $5.33M | 3.82% | +82+0.1% | Added |
| Tidemark, LLC | 87,860 | $5.44M | 2.00% | +27,680+46.0% | Added |
| Kestra Advisory Services, LLC | 87,927 | $5.44M | 0.03% | +70,687+410.0% | Added |
| Creative Planning | 89,829 | $5.56M | 0.01% | +58,494+186.7% | Added |
| Avos Capital Management, LLC | 90,425 | $5.60M | 3.69% | +90,425 | New |
| Abound Financial, LLC | 91,194 | $5.64M | 2.86% | +7,779+9.3% | Added |
| Transamerica Financial Advisors, Inc. | 91,876 | $5.69M | 0.58% | +5,058+5.8% | Added |
| National Bank of Canada | 94,335 | $5.84M | 0.01% | −48,311−33.9% | Reduced |
| Walkner Condon Financial Advisors LLC | 95,111 | $5.89M | 1.19% | +10,824+12.8% | Added |
| Purus Wealth Management, LLC | 95,173 | $5.89M | 2.50% | +123+0.1% | Added |
| Money Concepts Capital Corp | 95,854 | $5.93M | 0.44% | −2,660−2.7% | Reduced |
| Horst & Graben Wealth Management LLC | 98,047 | $6.07M | 1.09% | +46,342+89.6% | Added |
| Brookstone Capital Management | 98,325 | $6.09M | 0.09% | −717−0.7% | Reduced |
| Stratos Wealth Advisors, LLC | 98,330 | $6.09M | 0.33% | +2,442+2.5% | Added |
| Advisor Resource Council | 123,790 | $6.11M | 0.49% | +123,790 | New |
| Henderson Brothers Financial Partners, LLC | 72,209 | $6.16M | 3.10% | +72,209 | New |
| US Financial Advisors, LLC | 99,628 | $6.17M | 1.82% | +99,628 | New |
| JNBA Financial Advisors | 100,282 | $6.21M | 0.64% | −16,762−14.3% | Reduced |
| Integrity Wealth Solutions LLC | 101,612 | $6.29M | 3.41% | +2,276+2.3% | Added |
| Integrity Alliance, LLC. | 102,018 | $6.31M | 0.25% | +56,608+124.7% | Added |
| Inspirion Wealth Advisors, LLC | 102,601 | $6.35M | 0.88% | +909+0.9% | Added |
| Cedar Point Capital Partners, LLC | 103,740 | $6.42M | 4.31% | −1,503−1.4% | Reduced |
| Zhang Financial LLC | 104,289 | $6.45M | 0.34% | −187−0.2% | Reduced |
| Stapp Wealth Management, PLLC | 104,724 | $6.48M | 9.98% | −4,681−4.3% | Reduced |
| Lam Group, Inc. | 107,460 | $6.65M | 4.89% | +14,325+15.4% | Added |
| Avantax Advisory Services, Inc. | 107,974 | $6.68M | 0.04% | +1,369+1.3% | Added |
| Archford Capital Strategies, LLC | 107,988 | $6.68M | 0.98% | −9,939−8.4% | Reduced |
| Main Street Financial Solutions, LLC | 109,004 | $6.75M | 0.59% | +109,004 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 110,611 | $6.85M | 0.26% | −1,975−1.8% | Reduced |
| Managed Asset Portfolios, LLC | 110,743 | $6.85M | 0.95% | −2,868−2.5% | Reduced |
| PFG Advisors | 111,759 | $6.92M | 0.39% | +97,168+665.9% | Added |
| National Asset Management, Inc. | 113,747 | $7.04M | 0.21% | +113,747 | New |
| AMJ Financial Wealth Management | 118,391 | $7.33M | 2.20% | +2,072+1.8% | Added |
| Financial Enhancement Group LLC | 110,301 | $7.37M | 1.15% | +13,237+13.6% | Added |
| Glenview Trust Co | 119,355 | $7.39M | 0.14% | +147+0.1% | Added |
| Atria Wealth Solutions, Inc. | 120,921 | $7.48M | 0.09% | +1,850+1.6% | Added |
| Copley Financial Group, Inc. | 122,517 | $7.58M | 5.80% | −1,505−1.2% | Reduced |
| Beaumont Financial Advisors, LLC | 123,108 | $7.62M | 0.60% | −3,704−2.9% | Reduced |
| Chatham Capital Group, Inc. | 124,291 | $7.69M | 1.28% | −1,475−1.2% | Reduced |
| Versant Capital Management, Inc | 124,465 | $7.70M | 1.29% | −7,417−5.6% | Reduced |
| Synovus Financial Corp | 129,015 | $7.98M | 0.10% | +4,709+3.8% | Added |