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 |
|---|---|---|---|---|---|
| Wells Fargo & Company | 1,302,199 | $80.6M | 0.02% | +180,583+16.1% | Added |
| JPMorgan Chase & Co | 1,373,676 | $85.0M | 0.01% | +645,252+88.6% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 1,402,610 | $86.8M | 0.88% | +104,150+8.0% | Added |
| Strategic Financial Services, Inc, | 1,539,154 | $95.3M | 5.58% | −82,061−5.1% | Reduced |
| 3EDGE Asset Management, LP | 1,547,097 | $95.7M | 6.51% | −388,757−20.1% | Reduced |
| Stifel Financial Corp | 1,671,137 | $103.4M | 0.11% | −399,580−19.3% | Reduced |
| Ameriprise Financial Inc | 2,200,062 | $135.5M | 0.04% | +107,245+5.1% | Added |
| State Street Corp | 2,686,888 | $166.3M | 0.01% | −375,950−12.3% | Reduced |
| LPL Financial LLC | 2,715,752 | $168.1M | 0.07% | +518,772+23.6% | Added |
| Principal Financial Group Inc | 2,729,216 | $168.9M | 0.09% | +972,011+55.3% | Added |
| UBS Group AG | 3,100,672 | $191.9M | 0.04% | −461,846−13.0% | Reduced |
| Jane Street Group, LLC | 3,739,583 | $231.4M | 0.42% | +3,739,583 | New |
| Asset Management One Co.,Ltd. | 4,004,390 | $247.8M | 0.86% | +261,613+7.0% | Added |
| Cassaday & Co Wealth Management LLC | 5,727,352 | $354.5M | 9.97% | −17,074−0.3% | Reduced |
| Bank of America Corp | 6,469,898 | $400.4M | 0.04% | +1,786,244+38.1% | Added |
| Evoke Wealth, LLC | 6,844,570 | $423.6M | 11.05% | +240,243+3.6% | Added |
| Morgan Stanley | 7,790,167 | $482.1M | 0.03% | +776,015+11.1% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 14,596,294 | $903.4M | 0.64% | +1,596,294+12.3% | Added |
| Nisa Investment Advisors, LLC | 0 | $0 | 0.00% | −170,300−100.0% | Sold out |
| American Trust | 0 | $0 | 0.00% | −95,120−100.0% | Sold out |
| Independent Advisor Alliance | 0 | $0 | 0.00% | −70,796−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −15,273−100.0% | Sold out |
| Maia Wealth LLC | 0 | $0 | 0.00% | −12,701−100.0% | Sold out |
| Kaufman Rossin Wealth, LLC | 0 | $0 | 0.00% | −13,150−100.0% | Sold out |
| Michael B. Yongue | 0 | $0 | 0.00% | −10,434−100.0% | Sold out |
| New York Life Investment Management LLC | 0 | $0 | 0.00% | −10,366−100.0% | Sold out |
| Laidlaw Wealth Management LLC | 0 | $0 | 0.00% | −10,135−100.0% | Sold out |
| McAdam, LLC | 0 | $0 | 0.00% | −6,036−100.0% | Sold out |
| Mosaic Family Wealth Partners, LLC | 0 | $0 | 0.00% | −3,918−100.0% | Sold out |
| Hartford Financial Management Inc. | 0 | $0 | 0.00% | −1,459−100.0% | Sold out |
| Bank Julius Baer & Co. Ltd, Zurich | 0 | $0 | 0.00% | −1,178−100.0% | Sold out |
| Van Hulzen Asset Management, LLC | 0 | $0 | 0.00% | −1,067−100.0% | Sold out |
| FLP Wealth Management, LLC | 0 | $0 | 0.00% | −554−100.0% | Sold out |
| WFA Asset Management Corp | 0 | $0 | 0.00% | −287−100.0% | Sold out |
| Tucker Asset Management LLC | 0 | $0 | 0.00% | −228−100.0% | Sold out |
| MCF Advisors LLC | 0 | $0 | 0.00% | −158−100.0% | Sold out |
| Accredited Wealth Management, LLC | 0 | $0 | 0.00% | −125−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −99−100.0% | Sold out |
| Oarsman Capital, Inc. | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| WR Wealth Planners, LLC | – | – | – | – | Not filed |
| Executive Wealth Management, LLC | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |
| Access Investment Management LLC | – | – | – | – | Not filed |
| Sanctuary Wealth Management, L.L.C. | – | – | – | – | Not filed |
| HBC Financial Services, PLLC | – | – | – | – | Not filed |
| Householder Group Estate & Retirement Specialist, LLC | – | – | – | – | Not filed |
| Oliver Lagore Vanvalin Investment Group | – | – | – | – | Not filed |