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 |
|---|---|---|---|---|---|
| Hudson Capital Management LLC | 130,296 | $8.06M | 2.46% | −4,195−3.1% | Reduced |
| Buck Wealth Strategies, LLC | 130,633 | $8.08M | 1.47% | +130,633 | New |
| Plum Street Advisors, LLC | 130,797 | $8.10M | 3.90% | +1,784+1.4% | Added |
| Wealth Advisory Solutions, LLC | 133,063 | $8.24M | 2.18% | −2,964−2.2% | Reduced |
| Quent Capital, LLC | 133,272 | $8.25M | 0.87% | +5,896+4.6% | Added |
| China Universal Asset Management Co., Ltd. | 134,200 | $8.31M | 0.77% | −45,000−25.1% | Reduced |
| Retirement Income Solutions, Inc | 134,884 | $8.35M | 1.75% | +1,225+0.9% | Added |
| Accretive Wealth Partners, LLC | 124,652 | $8.45M | 2.99% | +18,373+17.3% | Added |
| Journey Strategic Wealth LLC | 137,259 | $8.49M | 0.30% | +137,259 | New |
| Truist Financial Corp | 138,595 | $8.58M | 0.01% | +12,033+9.5% | Added |
| AIFG Consultants Ltd. | 143,887 | $8.91M | 14.67% | +2,707+1.9% | Added |
| CFS Investment Advisory Services, LLC | 145,378 | $9.00M | 0.80% | +76,460+110.9% | Added |
| Continuum Wealth Advisors, LLC | 147,976 | $9.16M | 4.70% | +11,742+8.6% | Added |
| Austin Private Wealth, LLC | 152,878 | $9.46M | 0.85% | +80,141+110.2% | Added |
| Avid Wealth Partners LLC | 156,021 | $9.66M | 6.55% | +490.0% | Added |
| Nissay Asset Management Corp | 156,580 | $9.69M | 0.06% | +90,161+135.7% | Added |
| Sterling Investment Advisors, Ltd. | 159,648 | $9.88M | 2.37% | +6,744+4.4% | Added |
| R. W. Roge & Company, Inc. | 159,664 | $9.88M | 5.41% | −12,670−7.4% | Reduced |
| LWM Advisory Services, LLC | 161,714 | $10.0M | 6.95% | +24,608+17.9% | Added |
| Stratos Wealth Partners, LTD. | 162,405 | $10.1M | 0.15% | −3,215−1.9% | Reduced |
| MML Investors Services, LLC | 166,628 | $10.3M | 0.03% | +23,680+16.6% | Added |
| Mirae Asset Global Investments Co., Ltd. | 176,200 | $10.8M | 0.04% | +55,344+45.8% | Added |
| AE Wealth Management LLC | 176,117 | $10.9M | 0.09% | +48,275+37.8% | Added |
| Alaska Permanent Fund Corp | 171,000 | $11.2M | 0.16% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 181,378 | $11.2M | 1.09% | +12,328+7.3% | Added |
| Encompass More Asset Management | 183,329 | $11.3M | 3.38% | +13,683+8.1% | Added |
| Commonwealth Equity Services, LLC | 183,923 | $11.4M | 0.02% | +42,194+29.8% | Added |
| Medici Capital LLC | 184,034 | $11.4M | 13.88% | +31,494+20.6% | Added |
| Wiley Bros.-Aintree Capital, LLC | 187,747 | $11.5M | 0.12% | +11,644+6.6% | Added |
| CoreCap Advisors, LLC | 202,625 | $12.5M | 0.55% | +16,994+9.2% | Added |
| Renaissance Technologies LLC | 210,200 | $13.0M | 0.02% | +85,500+68.6% | Added |
| Timber Creek Capital Management LLC | 221,363 | $13.7M | 3.65% | −1,968−0.9% | Reduced |
| Peak Financial Advisors LLC | 223,773 | $13.8M | 7.05% | −2,007−0.9% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 223,819 | $13.9M | 0.03% | −21,331−8.7% | Reduced |
| Coco Enterprises, LLC | 235,622 | $13.9M | 10.00% | −2,242−0.9% | Reduced |
| Citadel Advisors LLC | 225,533 | $14.0M | 0.01% | +184,890+454.9% | Added |
| Nottingham Advisors, Inc. | 544,662 | $14.6M | 2.22% | +229,869+73.0% | Added |
| Warren Street Wealth Advisors, LLC | 238,301 | $14.7M | 5.78% | +4,341+1.9% | Added |
| Deutsche Bank AG | 240,382 | $14.9M | 0.01% | −15,000−5.9% | Reduced |
| Mariner, LLC | 240,661 | $14.9M | 0.02% | +80,099+49.9% | Added |
| Penserra Capital Management LLC | 242,895 | $15.0M | 0.27% | +242,895 | New |
| Farther Finance Advisors, LLC | 249,390 | $15.4M | 0.39% | +69,395+38.6% | Added |
| Gould Asset Management LLC | 251,635 | $15.6M | 3.21% | +35,713+16.5% | Added |
| Keudell/Morrison Wealth Management | 258,252 | $16.0M | 3.77% | +18,305+7.6% | Added |
| Miracle Mile Advisors, LLC | 261,472 | $16.2M | 0.32% | −19,320−6.9% | Reduced |
| Mission Creek Capital Partners, Inc. | 273,722 | $16.9M | 4.11% | +212,626+348.0% | Added |
| NavPoint Financial, Inc. | 278,224 | $17.2M | 12.11% | −5,065−1.8% | Reduced |
| Austin Wealth Management, LLC | 262,032 | $17.3M | 3.48% | +3,719+1.4% | Added |
| Brandywine Oak Private Wealth LLC | 286,072 | $17.7M | 1.74% | −48,106−14.4% | Reduced |
| McMorgan & Co LLC | 304,593 | $18.9M | 3.02% | +304,593 | New |
| Rockefeller Capital Management L.P. | 307,081 | $19.0M | 0.05% | −71,705−18.9% | Reduced |
| Cetera Investment Advisers | 326,405 | $20.2M | 0.04% | +326,405 | New |
| Fullerton Fund Management Co Ltd. | 331,508 | $20.5M | 1.32% | +29,309+9.7% | Added |
| Northwestern Mutual Wealth Management Co | 343,371 | $21.3M | 0.02% | +54,600+18.9% | Added |
| Quadrature Capital Ltd | 346,297 | $21.4M | 0.48% | +346,297 | New |
| SBI Securities Co., Ltd. | 351,451 | $21.8M | 0.73% | +87,453+33.1% | Added |
| Evernest Financial Advisors, LLC | 371,367 | $23.0M | 8.25% | +27,975+8.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 406,876 | $25.2M | 0.08% | +13,682+3.5% | Added |
| Bangor Savings Bank | 415,196 | $25.7M | 2.43% | +45,837+12.4% | Added |
| Sentinel Pension Advisors Inc | 440,374 | $27.3M | 5.02% | +7,588+1.8% | Added |
| Cresset Asset Management, LLC | 454,934 | $28.2M | 0.14% | +454,934 | New |
| Oversea-Chinese Banking CORP Ltd | 459,326 | $28.4M | 0.83% | +4,667+1.0% | Added |
| SNS Financial Group, LLC | 464,849 | $28.8M | 2.93% | −31,043−6.3% | Reduced |
| Confluence Investment Management LLC | 470,195 | $29.1M | 0.42% | −157,771−25.1% | Reduced |
| Baird Financial Group, Inc. | 471,730 | $29.2M | 0.06% | −2,113−0.4% | Reduced |
| US Bancorp | 476,160 | $29.5M | 0.04% | +172,029+56.6% | Added |
| Assetmark, Inc | 480,544 | $29.7M | 0.08% | +7,444+1.6% | Added |
| Advisor Group Holdings, Inc. | 492,759 | $30.5M | 0.07% | +52,007+11.8% | Added |
| TownSquare Capital, LLC | 501,477 | $31.0M | 0.33% | +7,960+1.6% | Added |
| Tradewinds Capital Management, LLC | 507,402 | $31.4M | 8.42% | +507,156+206,161.0% | Added |
| Burt Wealth Advisors | 543,725 | $33.7M | 8.43% | −5,467−1.0% | Reduced |
| MBL Wealth, LLC | 570,860 | $35.3M | 3.58% | −8,531−1.5% | Reduced |
| Capital Planning Advisors, LLC | 638,983 | $39.5M | 6.10% | −10,187−1.6% | Reduced |
| Manufacturers Life Insurance Company, The | 644,091 | $39.9M | 0.04% | −29,688−4.4% | Reduced |
| Nepc LLC | 644,121 | $39.9M | 1.10% | −85,409−11.7% | Reduced |
| Parcion Private Wealth LLC | 655,042 | $40.5M | 3.31% | +303,277+86.2% | Added |
| Equitable Holdings, Inc. | 667,368 | $41.3M | 0.39% | +107,996+19.3% | Added |
| Van Eck Associates Corp | 671,036 | $41.5M | 0.05% | +5,100+0.8% | Added |
| American Investment Services, Inc. | 671,651 | $41.6M | 7.32% | −59,752−8.2% | Reduced |
| Richard C. Young & CO., LTD. | 861,508 | $53.3M | 5.73% | −13,624−1.6% | Reduced |
| Royal Bank of Canada | 895,436 | $55.4M | 0.01% | +127,699+16.6% | Added |
| Private Advisor Group, LLC | 899,411 | $55.7M | 0.34% | +583,791+185.0% | Added |
| Gradient Investments LLC | 906,303 | $56.1M | 1.13% | −12,615−1.4% | Reduced |
| Bank of New York Mellon Corp | 930,461 | $57.6M | 0.01% | −107,017−10.3% | Reduced |
| Raymond James Financial Inc | 933,461 | $57.8M | 0.02% | +92,961+11.1% | Added |
| Resona Asset Management Co.,Ltd. | 958,500 | $58.5M | 0.34% | +379,400+65.5% | Added |
| Great Valley Advisor Group, Inc. | 959,007 | $59.4M | 1.28% | +40,895+4.5% | Added |
| Cerity Partners LLC | 993,409 | $61.5M | 0.13% | +156,804+18.7% | Added |
| Benjamin Edwards Inc | 996,596 | $61.7M | 0.86% | −379,104−27.6% | Reduced |
| HighTower Advisors, LLC | 1,010,288 | $62.5M | 0.08% | +82,524+8.9% | Added |
| Charles Schwab Investment Management Inc | 1,055,916 | $65.4M | 0.01% | +1,055,916 | New |
| Envestnet Asset Management Inc | 1,091,182 | $67.5M | 0.02% | +182,305+20.1% | Added |
| Congress Wealth Management LLC | 1,096,041 | $67.8M | 0.81% | −28,153−2.5% | Reduced |
| Mizuho Bank, Ltd. | 1,100,000 | $68.1M | 15.37% | +1,100,000 | New |
| Cohen & Steers, Inc. | 1,114,278 | $69.0M | 0.13% | −162,986−12.8% | Reduced |
| SEI Investments Co | 1,130,805 | $70.0M | 0.09% | +104,767+10.2% | Added |
| Toroso Investments, LLC | 1,148,928 | $71.1M | 0.60% | −173,573−13.1% | Reduced |
| Greenline Partners, LLC | 1,150,063 | $71.2M | 10.28% | −152,115−11.7% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 1,152,677 | $71.3M | 0.15% | +171,901+17.5% | Added |
| Hollow Brook Wealth Management LLC | 1,154,934 | $71.5M | 21.08% | −17,281−1.5% | Reduced |