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 |
|---|---|---|---|---|---|
| E Fund Management Co., Ltd. | 61,370 | $3.80M | 0.18% | −1,837−2.9% | Reduced |
| Evercore Wealth Management, LLC | 61,210 | $3.79M | 0.06% | −21,725−26.2% | Reduced |
| Luminist Capital LLC | 60,169 | $3.72M | 4.00% | +1,152+2.0% | Added |
| Kraematon Investment Advisors, Inc | 58,647 | $3.63M | 3.69% | −1,185−2.0% | Reduced |
| Wealthcare Advisory Partners LLC | 57,106 | $3.53M | 0.09% | −1,694−2.9% | Reduced |
| Baker Ellis Asset Management LLC | 56,650 | $3.51M | 0.51% | +1,650+3.0% | Added |
| Financial Life Advisors | 56,284 | $3.48M | 1.30% | +56,284 | New |
| Entrewealth, LLC | 56,080 | $3.47M | 2.67% | +5,672+11.3% | Added |
| Susquehanna International Group, LLP | 55,629 | $3.44M | 0.01% | +55,629 | New |
| GeoWealth Management, LLC | 55,075 | $3.41M | 0.14% | −5,585−9.2% | Reduced |
| Transce3nd, LLC | 54,314 | $3.37M | 1.50% | +5,672+11.7% | Added |
| Foundations Investment Advisors, LLC | 54,408 | $3.37M | 0.06% | +10,089+22.8% | Added |
| Paul R. Ried Financial Group, LLC | 54,193 | $3.35M | 2.34% | −3,495−6.1% | Reduced |
| Penobscot Wealth Management | 53,602 | $3.32M | 1.40% | +53,602 | New |
| Portside Wealth Group, LLC | 51,940 | $3.21M | 0.52% | +3,444+7.1% | Added |
| Essex Financial Services, Inc. | 51,916 | $3.21M | 0.23% | +5,576+12.0% | Added |
| Harbour Investments, Inc. | 50,684 | $3.14M | 0.09% | +38,618+320.1% | Added |
| Copperwynd Financial, LLC | 50,643 | $3.13M | 0.86% | −1,933−3.7% | Reduced |
| Stansberry Asset Management, LLC | 49,778 | $3.08M | 0.37% | +7,103+16.6% | Added |
| Bridgewater Advisors Inc. | 46,001 | $3.03M | 0.26% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 48,673 | $3.01M | 0.05% | +311+0.6% | Added |
| MONECO Advisors, LLC | 48,475 | $3.00M | 0.31% | +4,981+11.5% | Added |
| Horizon Financial Services, LLC | 48,469 | $3.00M | 1.67% | +48,469 | New |
| Franklin Resources Inc | 47,716 | $2.95M | 0.00% | −1,150−2.4% | Reduced |
| Ci Investments Inc. | 47,534 | $2.94M | 0.01% | 00.0% | Unchanged |
| Certior Financial Group, LLC | 47,460 | $2.94M | 2.43% | −2,566−5.1% | Reduced |
| Mercer Global Advisors Inc | 45,771 | $2.83M | 0.01% | −8,877−16.2% | Reduced |
| Tennessee Valley Asset Management Partners | 45,585 | $2.82M | 0.46% | +45,585 | New |
| Jacobi Capital Management LLC | 45,301 | $2.80M | 0.21% | −4,302−8.7% | Reduced |
| Mills Wealth Advisors LLC | 44,707 | $2.77M | 1.47% | −1,767−3.8% | Reduced |
| Sovran Advisors, LLC | 41,336 | $2.72M | 0.35% | +7,114+20.8% | Added |
| Kestra Private Wealth Services, LLC | 43,827 | $2.71M | 0.05% | +2,018+4.8% | Added |
| Marex Group plc | 42,942 | $2.66M | 0.05% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 42,775 | $2.65M | 0.02% | −1,129−2.6% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 42,369 | $2.62M | 0.52% | −467−1.1% | Reduced |
| Jump Financial, LLC | 41,901 | $2.59M | 0.04% | −8,065−16.1% | Reduced |
| Jones Financial Companies LLLP | 42,384 | $2.59M | 0.00% | +3,053+7.8% | Added |
| Compass Ion Advisors, LLC | 41,655 | $2.58M | 0.30% | +8,562+25.9% | Added |
| Talon Private Wealth, LLC | 41,643 | $2.58M | 0.35% | +41,643 | New |
| Salus Financial Advisors, LLC | 40,608 | $2.51M | 1.90% | −3,101−7.1% | Reduced |
| McNaughton Wealth Management, LLC | 39,382 | $2.44M | 1.18% | +39,382 | New |
| Rakuten Securities, Inc. | 38,093 | $2.36M | 1.19% | +28,789+309.4% | Added |
| Public Employees Retirement System of Ohio | 37,200 | $2.30M | 0.01% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 36,970 | $2.29M | 0.17% | −60,682−62.1% | Reduced |
| Capital A Wealth Management, LLC | 36,424 | $2.25M | 2.36% | +34,004+1,405.1% | Added |
| Mayflower Financial Advisors, LLC | 36,187 | $2.24M | 0.34% | +18,663+106.5% | Added |
| Merit Financial Group, LLC | 36,049 | $2.23M | 0.03% | +2,782+8.4% | Added |
| Scotia Capital Inc. | 35,559 | $2.20M | 0.01% | −2,253−6.0% | Reduced |
| Genesis Wealth Advisors, LLC | 35,555 | $2.20M | 1.78% | −37,467−51.3% | Reduced |
| Atria Investments LLC | 35,379 | $2.19M | 0.03% | +35,379 | New |
| Goldman Sachs Group Inc | 35,362 | $2.19M | 0.00% | −459,321−92.9% | Reduced |
| KPP Advisory Services LLC | 35,318 | $2.19M | 0.42% | +572+1.6% | Added |
| Nomura Asset Management Co Ltd | 35,300 | $2.18M | 0.01% | −800−2.2% | Reduced |
| Shira Ridge Wealth Management | 35,219 | $2.18M | 1.09% | +35,219 | New |
| Brown Brothers Harriman & Co | 34,690 | $2.15M | 0.02% | +34,690 | New |
| Beacon Pointe Advisors, LLC | 34,641 | $2.14M | 0.02% | −300−0.9% | Reduced |
| KWB Wealth | 40,822 | $2.12M | 0.26% | +40,822 | New |
| WBH Advisory Inc | 34,254 | $2.12M | 0.20% | +34,254 | New |
| Adviser Investments LLC | 34,065 | $2.11M | 0.03% | +3,384+11.0% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 34,111 | $2.11M | 0.17% | −1,355−3.8% | Reduced |
| Focus Financial Network, Inc. | 33,974 | $2.10M | 0.09% | +16,472+94.1% | Added |
| Legacy Capital Wealth Partners, LLC | 32,769 | $2.03M | 0.50% | +201+0.6% | Added |
| BlackDiamond Wealth Management Inc. | 29,919 | $1.97M | 1.33% | +12,121+68.1% | Added |
| Gradient Capital Advisors, LLC | 31,771 | $1.97M | 0.64% | +69+0.2% | Added |
| Kickstand Ventures, LLC. | 31,769 | $1.97M | 0.51% | +13,172+70.8% | Added |
| Vertex Planning Partners, LLC | 30,820 | $1.91M | 0.42% | +15,399+99.9% | Added |
| Cambridge Associates LLC | 30,631 | $1.90M | 0.05% | 00.0% | Unchanged |
| Capital Management Associates, Inc | 29,450 | $1.82M | 0.41% | +15,175+106.3% | Added |
| Advisory Alpha, LLC | 29,215 | $1.81M | 0.06% | −4,817−14.2% | Reduced |
| Brown Financial Advisors | 28,931 | $1.79M | 0.74% | −1,083−3.6% | Reduced |
| Leo Wealth, LLC | 28,908 | $1.79M | 0.26% | −5,812−16.7% | Reduced |
| Forbes J M & Co LLP | 28,711 | $1.78M | 0.17% | 00.0% | Unchanged |
| 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 |
| Robinson Value Management, Ltd. | 27,767 | $1.72M | 1.11% | +1,374+5.2% | Added |
| Sargent Investment Group, LLC | 27,730 | $1.72M | 0.27% | +4,715+20.5% | Added |
| Ashton Thomas Private Wealth, LLC | 27,616 | $1.71M | 0.07% | +12,048+77.4% | Added |
| Aspetuck Financial Management LLC | 27,189 | $1.68M | 1.45% | −925−3.3% | Reduced |
| IHT Wealth Management, LLC | 27,039 | $1.67M | 0.05% | +1,498+5.9% | Added |
| PDS Planning, Inc | 26,930 | $1.67M | 0.14% | −121−0.4% | Reduced |
| Tocqueville Asset Management L.P. | 26,067 | $1.61M | 0.03% | 00.0% | Unchanged |
| Visionary Wealth Advisors | 25,966 | $1.61M | 0.10% | −11,343−30.4% | Reduced |
| Wallace Advisory Group, LLC | 30,805 | $1.60M | 1.11% | −29,691−49.1% | Reduced |
| Whittier Trust Co of Nevada Inc | 25,500 | $1.58M | 0.04% | 00.0% | Unchanged |
| Biltmore Family Office, LLC | 25,126 | $1.56M | 0.27% | +25,126 | New |
| Patten Group, Inc. | 24,853 | $1.54M | 0.35% | +10,829+77.2% | Added |
| Choate Investment Advisors | 24,808 | $1.54M | 0.04% | +13,780+125.0% | Added |
| IFP Advisors, Inc | 24,742 | $1.53M | 0.05% | +21,250+608.5% | Added |
| One Charles Private Wealth Services, LLC | 24,687 | $1.53M | 0.49% | +283+1.2% | Added |
| Tradition Wealth Management, LLC | 24,394 | $1.51M | 0.13% | +11,518+89.5% | Added |
| Castleview Partners, LLC | 24,289 | $1.50M | 1.02% | +5,118+26.7% | Added |
| Valicenti Advisory Services Inc | 24,221 | $1.50M | 0.39% | −4,173−14.7% | Reduced |
| Leading Edge Financial Planning LLC | 24,202 | $1.50M | 0.47% | −900−3.6% | Reduced |
| AQR Capital Management LLC | 24,046 | $1.49M | 0.00% | +11,428+90.6% | Added |
| Global View Capital Management LLC | 23,957 | $1.48M | 0.54% | +18,252+319.9% | Added |
| Brown Miller Wealth Management, LLC | 23,707 | $1.47M | 0.51% | −2,753−10.4% | Reduced |
| Valmark Advisers, Inc. | 23,649 | $1.46M | 0.02% | +4,654+24.5% | Added |
| Bravias Capital Group, LLC | 23,637 | $1.46M | 1.19% | +2,711+13.0% | Added |
| New England Private Wealth Advisors LLC | 22,863 | $1.41M | 0.22% | 00.0% | Unchanged |
| Richard Bernstein Advisors LLC | 22,763 | $1.41M | 0.03% | −4,858−17.6% | Reduced |