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 |
|---|---|---|---|---|---|
| R. W. Roge & Company, Inc. | 159,664 | $9.88M | 5.41% | −12,670−7.4% | Reduced |
| Sterling Investment Advisors, Ltd. | 159,648 | $9.88M | 2.37% | +6,744+4.4% | Added |
| Nissay Asset Management Corp | 156,580 | $9.69M | 0.06% | +90,161+135.7% | Added |
| Avid Wealth Partners LLC | 156,021 | $9.66M | 6.55% | +490.0% | Added |
| Austin Private Wealth, LLC | 152,878 | $9.46M | 0.85% | +80,141+110.2% | Added |
| Continuum Wealth Advisors, LLC | 147,976 | $9.16M | 4.70% | +11,742+8.6% | Added |
| CFS Investment Advisory Services, LLC | 145,378 | $9.00M | 0.80% | +76,460+110.9% | Added |
| AIFG Consultants Ltd. | 143,887 | $8.91M | 14.67% | +2,707+1.9% | Added |
| Truist Financial Corp | 138,595 | $8.58M | 0.01% | +12,033+9.5% | Added |
| Journey Strategic Wealth LLC | 137,259 | $8.49M | 0.30% | +137,259 | New |
| Accretive Wealth Partners, LLC | 124,652 | $8.45M | 2.99% | +18,373+17.3% | Added |
| Retirement Income Solutions, Inc | 134,884 | $8.35M | 1.75% | +1,225+0.9% | Added |
| China Universal Asset Management Co., Ltd. | 134,200 | $8.31M | 0.77% | −45,000−25.1% | Reduced |
| Quent Capital, LLC | 133,272 | $8.25M | 0.87% | +5,896+4.6% | Added |
| Wealth Advisory Solutions, LLC | 133,063 | $8.24M | 2.18% | −2,964−2.2% | Reduced |
| Plum Street Advisors, LLC | 130,797 | $8.10M | 3.90% | +1,784+1.4% | Added |
| Buck Wealth Strategies, LLC | 130,633 | $8.08M | 1.47% | +130,633 | New |
| Hudson Capital Management LLC | 130,296 | $8.06M | 2.46% | −4,195−3.1% | Reduced |
| Synovus Financial Corp | 129,015 | $7.98M | 0.10% | +4,709+3.8% | Added |
| Versant Capital Management, Inc | 124,465 | $7.70M | 1.29% | −7,417−5.6% | Reduced |
| Chatham Capital Group, Inc. | 124,291 | $7.69M | 1.28% | −1,475−1.2% | Reduced |
| Beaumont Financial Advisors, LLC | 123,108 | $7.62M | 0.60% | −3,704−2.9% | Reduced |
| Copley Financial Group, Inc. | 122,517 | $7.58M | 5.80% | −1,505−1.2% | Reduced |
| Atria Wealth Solutions, Inc. | 120,921 | $7.48M | 0.09% | +1,850+1.6% | Added |
| Glenview Trust Co | 119,355 | $7.39M | 0.14% | +147+0.1% | Added |
| Financial Enhancement Group LLC | 110,301 | $7.37M | 1.15% | +13,237+13.6% | Added |
| AMJ Financial Wealth Management | 118,391 | $7.33M | 2.20% | +2,072+1.8% | Added |
| National Asset Management, Inc. | 113,747 | $7.04M | 0.21% | +113,747 | New |
| PFG Advisors | 111,759 | $6.92M | 0.39% | +97,168+665.9% | Added |
| Managed Asset Portfolios, LLC | 110,743 | $6.85M | 0.95% | −2,868−2.5% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 110,611 | $6.85M | 0.26% | −1,975−1.8% | Reduced |
| Main Street Financial Solutions, LLC | 109,004 | $6.75M | 0.59% | +109,004 | New |
| Archford Capital Strategies, LLC | 107,988 | $6.68M | 0.98% | −9,939−8.4% | Reduced |
| Avantax Advisory Services, Inc. | 107,974 | $6.68M | 0.04% | +1,369+1.3% | Added |
| Lam Group, Inc. | 107,460 | $6.65M | 4.89% | +14,325+15.4% | Added |
| Stapp Wealth Management, PLLC | 104,724 | $6.48M | 9.98% | −4,681−4.3% | Reduced |
| Zhang Financial LLC | 104,289 | $6.45M | 0.34% | −187−0.2% | Reduced |
| Cedar Point Capital Partners, LLC | 103,740 | $6.42M | 4.31% | −1,503−1.4% | Reduced |
| Inspirion Wealth Advisors, LLC | 102,601 | $6.35M | 0.88% | +909+0.9% | Added |
| Integrity Alliance, LLC. | 102,018 | $6.31M | 0.25% | +56,608+124.7% | Added |
| Integrity Wealth Solutions LLC | 101,612 | $6.29M | 3.41% | +2,276+2.3% | Added |
| JNBA Financial Advisors | 100,282 | $6.21M | 0.64% | −16,762−14.3% | Reduced |
| US Financial Advisors, LLC | 99,628 | $6.17M | 1.82% | +99,628 | New |
| Henderson Brothers Financial Partners, LLC | 72,209 | $6.16M | 3.10% | +72,209 | New |
| Advisor Resource Council | 123,790 | $6.11M | 0.49% | +123,790 | New |
| Stratos Wealth Advisors, LLC | 98,330 | $6.09M | 0.33% | +2,442+2.5% | Added |
| Brookstone Capital Management | 98,325 | $6.09M | 0.09% | −717−0.7% | Reduced |
| Horst & Graben Wealth Management LLC | 98,047 | $6.07M | 1.09% | +46,342+89.6% | Added |
| Money Concepts Capital Corp | 95,854 | $5.93M | 0.44% | −2,660−2.7% | Reduced |
| Purus Wealth Management, LLC | 95,173 | $5.89M | 2.50% | +123+0.1% | Added |
| Walkner Condon Financial Advisors LLC | 95,111 | $5.89M | 1.19% | +10,824+12.8% | Added |
| National Bank of Canada | 94,335 | $5.84M | 0.01% | −48,311−33.9% | Reduced |
| Transamerica Financial Advisors, Inc. | 91,876 | $5.69M | 0.58% | +5,058+5.8% | Added |
| Abound Financial, LLC | 91,194 | $5.64M | 2.86% | +7,779+9.3% | Added |
| Avos Capital Management, LLC | 90,425 | $5.60M | 3.69% | +90,425 | New |
| Creative Planning | 89,829 | $5.56M | 0.01% | +58,494+186.7% | Added |
| Kestra Advisory Services, LLC | 87,927 | $5.44M | 0.03% | +70,687+410.0% | Added |
| Tidemark, LLC | 87,860 | $5.44M | 2.00% | +27,680+46.0% | Added |
| Upper Left Wealth Management, LLC | 86,069 | $5.33M | 3.82% | +82+0.1% | Added |
| Park Avenue Securities LLC | 84,748 | $5.25M | 0.06% | +42,579+101.0% | Added |
| Team Financial Group, LLC | 84,214 | $5.21M | 3.01% | +10,124+13.7% | Added |
| GWM Advisors LLC | 83,824 | $5.19M | 0.03% | +53,321+174.8% | Added |
| UMA Financial Services, Inc. | 83,168 | $5.15M | 0.89% | +43,156+107.9% | Added |
| Peak Retirement Planning, Inc. | 82,953 | $5.13M | 2.85% | +45,283+120.2% | Added |
| Fortis Advisors, LLC | 81,375 | $5.04M | 3.28% | −520−0.6% | Reduced |
| Lodestar Private Asset Management LLC | 80,784 | $5.00M | 0.63% | +3,051+3.9% | Added |
| Cardinal Strategic Wealth Guidance | 80,642 | $4.99M | 1.59% | +80,642 | New |
| Janney Montgomery Scott LLC | 80,466 | $4.98M | 0.01% | +1,916+2.4% | Added |
| TD Waterhouse Canada Inc. | 80,224 | $4.95M | 0.04% | −24,250−23.2% | Reduced |
| One Wealth Advisors, LLC | 79,094 | $4.90M | 0.73% | +38,278+93.8% | Added |
| Clark Capital Management Group, Inc. | 77,644 | $4.81M | 0.03% | −913−1.2% | Reduced |
| Courier Capital LLC | 77,166 | $4.78M | 0.31% | +44,703+137.7% | Added |
| Hobbs Group Advisors, LLC | 74,923 | $4.64M | 1.76% | −24,305−24.5% | Reduced |
| Aptus Capital Advisors, LLC | 74,687 | $4.62M | 0.05% | +2,870+4.0% | Added |
| Comerica Bank | 73,670 | $4.56M | 0.02% | −2,305−3.0% | Reduced |
| Joseph Group Capital Management | 73,627 | $4.56M | 1.74% | −15,371−17.3% | Reduced |
| Financial Guidance Group, Inc. | 73,229 | $4.53M | 2.45% | +2,870+4.1% | Added |
| Colony Group, LLC | 71,720 | $4.44M | 0.01% | −4,637−6.1% | Reduced |
| Alliance Wealth Advisors, LLC | 71,623 | $4.43M | 1.16% | +5,924+9.0% | Added |
| Flagship Harbor Advisors, LLC | 71,193 | $4.41M | 0.23% | +4,407+6.6% | Added |
| Q3 Asset Management | 70,690 | $4.38M | 2.99% | +70,690 | New |
| Motiv8 Investments LLC | 70,280 | $4.35M | 2.89% | +70,280 | New |
| Detalus Advisors, LLC | 69,261 | $4.29M | 1.35% | +47,165+213.5% | Added |
| Seven Post Investment Office LP | 69,074 | $4.27M | 1.63% | −344−0.5% | Reduced |
| Catalyst Capital Advisors LLC | 68,500 | $4.24M | 0.09% | −5,000−6.8% | Reduced |
| Bright Financial Advisors, Inc. | 68,478 | $4.24M | 2.60% | +85+0.1% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 68,245 | $4.21M | 0.01% | +8,022+13.3% | Added |
| Cabot Wealth Management Inc | 67,990 | $4.21M | 0.54% | +1,727+2.6% | Added |
| BKD Wealth Advisors, LLC | 67,268 | $4.16M | 0.10% | −1,289−1.9% | Reduced |
| Change Path, LLC | 66,975 | $4.15M | 0.12% | +12,140+22.1% | Added |
| Lynx Investment Advisory | 66,476 | $4.11M | 2.74% | +60+0.1% | Added |
| Marble Harbor Investment Counsel, LLC | 66,375 | $4.11M | 0.46% | −50−0.1% | Reduced |
| Segment Wealth Management, LLC | 66,154 | $4.09M | 0.28% | +56,654+596.4% | Added |
| Beckerman Institutional, LLC | 65,799 | $4.07M | 2.95% | +3,342+5.4% | Added |
| Bush Investment Group, LLC | 65,628 | $4.06M | 3.06% | +30,279+85.7% | Added |
| Prime Capital Investment Advisors, LLC | 65,601 | $4.06M | 0.05% | +1,041+1.6% | Added |
| New Perspectives, Inc | 65,584 | $4.06M | 2.17% | +65,584 | New |
| Baker Tilly Wealth Management, LLC | 65,320 | $4.04M | 1.59% | +12,825+24.4% | Added |
| Integrated Advisors Network LLC | 63,774 | $3.95M | 0.20% | +1,269+2.0% | Added |
| NDVR, Inc. | 62,736 | $3.88M | 3.96% | 00.0% | Unchanged |