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 |
|---|---|---|---|---|---|
| Quartz Partners, LLC | 22,741 | $1.41M | 0.85% | +3,266+16.8% | Added |
| Holistic Planning, LLC | 22,351 | $1.38M | 0.47% | −687−3.0% | Reduced |
| Heritage Wealth Advisors | 21,975 | $1.36M | 0.07% | 00.0% | Unchanged |
| Hollencrest Capital Management | 21,890 | $1.35M | 0.06% | 00.0% | Unchanged |
| Astoria Portfolio Advisors LLC. | 20,131 | $1.31M | 0.45% | −6,161−23.4% | Reduced |
| CIBC Private Wealth Group, LLC | 22,165 | $1.31M | 0.00% | +753+3.5% | Added |
| Merkkuri Wealth Advisors LLC | 21,045 | $1.30M | 1.12% | +2,038+10.7% | Added |
| Green Harvest Asset Management LLC | 21,035 | $1.30M | 0.03% | +106+0.5% | Added |
| Carret Asset Management, LLC | 20,986 | $1.30M | 0.15% | −150−0.7% | Reduced |
| Advyzon Investment Management, LLC | 20,718 | $1.28M | 0.45% | −1,755−7.8% | Reduced |
| Petix & Botte Co | 20,396 | $1.26M | 0.33% | 00.0% | Unchanged |
| Olympus Wealth Management, LLC | 20,098 | $1.24M | 0.55% | +20,098 | New |
| Apella Capital, LLC | 20,178 | $1.24M | 0.04% | 00.0% | Unchanged |
| CX Institutional | 19,744 | $1.22M | 0.05% | +19,744 | New |
| Myecfo, LLC | 19,718 | $1.22M | 0.65% | +2,673+15.7% | Added |
| Diligent Investors, LLC | 19,711 | $1.22M | 0.30% | 00.0% | Unchanged |
| Nwam LLC | 19,461 | $1.20M | 0.10% | +5,529+39.7% | Added |
| MidWestOne Financial Group, Inc. | 19,280 | $1.19M | 0.17% | +19,280 | New |
| Atomi Financial Group, Inc. | 19,075 | $1.18M | 0.05% | +6,946+57.3% | Added |
| AMG National Trust Bank | 19,070 | $1.18M | 0.03% | +12,730+200.8% | Added |
| Per Stirling Capital Management, LLC. | 19,045 | $1.18M | 0.17% | −1,510−7.3% | Reduced |
| MAI Capital Management | 18,869 | $1.17M | 0.01% | +60+0.3% | Added |
| S. R. Schill & Associates | 18,743 | $1.16M | 0.92% | +18,743 | New |
| CI Private Wealth, LLC | 18,724 | $1.16M | 0.00% | +9,334+99.4% | Added |
| Formidable Asset Management, LLC | 18,561 | $1.15M | 0.19% | +4,895+35.8% | Added |
| M1 Capital Management LLC | 18,467 | $1.14M | 0.71% | +18,467 | New |
| Theory Financial LLC | 18,422 | $1.14M | 0.48% | +8,980+95.1% | Added |
| Kendall Capital Management | 18,237 | $1.13M | 0.33% | +890+5.1% | Added |
| Matrix Trust Co | 18,188 | $1.13M | 0.19% | +13,432+282.4% | Added |
| Thrive Capital Management, LLC | 18,146 | $1.12M | 0.67% | −9,248−33.8% | Reduced |
| Caldwell Trust Co | 17,971 | $1.11M | 0.12% | +2,917+19.4% | Added |
| Prosperity Consulting Group, LLC | 17,633 | $1.09M | 0.08% | −3,548−16.8% | Reduced |
| Pecaut & Co. | 17,604 | $1.09M | 0.37% | +6,240+54.9% | Added |
| Magnolia Private Wealth, LLC | 17,501 | $1.08M | 0.92% | −417−2.3% | Reduced |
| Relyea Zuckerberg Hanson LLC | 16,804 | $1.04M | 0.14% | +5,624+50.3% | Added |
| Eagle Rock Investment Company, LLC | 16,604 | $1.03M | 0.18% | +16,604 | New |
| Brown Advisory Inc | 16,575 | $1.03M | 0.00% | +916+5.8% | Added |
| Copia Wealth Management | 16,550 | $1.02M | 0.95% | +80+0.5% | Added |
| Paladin Wealth, LLC | 16,533 | $1.02M | 0.92% | +259+1.6% | Added |
| Apeiron RIA LLC | 16,432 | $1.02M | 0.31% | +7,115+76.4% | Added |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 16,219 | $1.00M | 0.16% | +1,854+12.9% | Added |
| Mattson Financial Services, LLC | 16,110 | $997.0K | 0.30% | −6,663−29.3% | Reduced |
| Mutual Advisors, LLC | 15,219 | $995.9K | 0.03% | +1,709+12.6% | Added |
| Eagle Global Advisors LLC | 16,000 | $990.2K | 0.04% | +1,500+10.3% | Added |
| Perennial Investment Advisors, LLC | 15,803 | $978.0K | 0.11% | +6,880+77.1% | Added |
| Continuum Advisory, LLC | 15,350 | $950.0K | 0.12% | −2,695−14.9% | Reduced |
| Tableaux LLC | 15,156 | $938.0K | 0.68% | −2,186−12.6% | Reduced |
| WCG Wealth Advisors LLC | 15,155 | $937.9K | 0.07% | −1,386−8.4% | Reduced |
| Valtinson Bruner Financial Planning LLC | 15,032 | $930.3K | 0.31% | −8,981−37.4% | Reduced |
| SeaCrest Wealth Management, LLC | 14,964 | $926.1K | 0.10% | −1,079−6.7% | Reduced |
| Lifelong Wealth Advisors, Inc. | 14,958 | $925.8K | 0.43% | +6,636+79.7% | Added |
| Two Sigma Securities, LLC | 14,769 | $914.1K | 0.14% | +14,769 | New |
| Clark Asset Management, LLC | 14,647 | $906.5K | 0.15% | +14,647 | New |
| Central Trust Co | 14,600 | $903.6K | 0.02% | −300−2.0% | Reduced |
| Auour Investments LLC | 13,821 | $902.0K | 0.33% | −1,123−7.5% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 14,557 | $900.9K | 0.19% | 00.0% | Unchanged |
| BlackRock, Inc. | 14,442 | $893.8K | 0.00% | −6,611−31.4% | Reduced |
| Pathway Financial Advisors LLC | 14,409 | $891.8K | 0.16% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 13,925 | $861.8K | 0.02% | +4,532+48.2% | Added |
| Independent Financial Group, LLC | 13,808 | $854.6K | 0.03% | +6,109+79.3% | Added |
| My Legacy Advisors, LLC | 13,794 | $853.7K | 0.33% | +6,741+95.6% | Added |
| Breed's Hill Capital LLC | 13,617 | $842.8K | 0.45% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 13,600 | $841.7K | 0.03% | +13,600 | New |
| Norden Group LLC | 13,587 | $840.9K | 0.10% | −281−2.0% | Reduced |
| Acorn Wealth Advisors, LLC | 13,475 | $834.0K | 0.35% | −24−0.2% | Reduced |
| Total Investment Management Inc | 13,469 | $833.6K | 0.11% | −6,339−32.0% | Reduced |
| Kingsview Wealth Management, LLC | 12,910 | $799.0K | 0.02% | −1,110−7.9% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 12,880 | $797.1K | 0.02% | +1,999+18.4% | Added |
| Waterloo Capital, L.P. | 12,695 | $785.7K | 0.07% | +12,695 | New |
| Johnson Financial Group, Inc. | 12,674 | $784.4K | 0.04% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 12,375 | $765.9K | 0.11% | +5,891+90.9% | Added |
| Destiny Capital Corp | 12,235 | $757.2K | 0.52% | −267−2.1% | Reduced |
| Tokio Marine Asset Management Co Ltd | 12,200 | $755.1K | 0.03% | −600−4.7% | Reduced |
| Fundamentun, LLC | 12,122 | $750.2K | 0.04% | +718+6.3% | Added |
| Vista Wealth Management Group, LLC | 12,000 | $742.7K | 0.05% | 00.0% | Unchanged |
| Capital Analysts, LLC | 11,993 | $742.0K | 0.03% | +4,782+66.3% | Added |
| Axxcess Wealth Management, LLC | 11,869 | $734.6K | 0.02% | +2,134+21.9% | Added |
| Good Life Advisors, LLC | 11,763 | $728.0K | 0.05% | +11,763 | New |
| Sigma Planning Corp | 11,669 | $722.2K | 0.02% | +1,008+9.5% | Added |
| IFG Advisors, LLC | 11,614 | $718.8K | 0.14% | +2,613+29.0% | Added |
| Clearstead Advisors, LLC | 11,304 | $699.6K | 0.01% | −1,797−13.7% | Reduced |
| Marshall & Sterling Wealth Advisors Inc. | 11,299 | $699.3K | 0.48% | +618+5.8% | Added |
| Caitlin John, LLC | 11,263 | $697.1K | 0.68% | +10,068+842.5% | Added |
| Betterment LLC | 11,262 | $697.0K | 0.00% | −233−2.0% | Reduced |
| Avidian Wealth Solutions, LLC | 11,186 | $692.3K | 0.03% | +5,684+103.3% | Added |
| Sheets Smith Wealth Management | 10,921 | $675.9K | 0.08% | +10,921 | New |
| Sage Mountain Advisors LLC | 10,830 | $670.3K | 0.05% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 10,706 | $662.6K | 0.09% | +5,313+98.5% | Added |
| Diversify Advisory Services, LLC | 10,055 | $661.3K | 0.04% | +235+2.4% | Added |
| Creative Financial Designs Inc | 10,582 | $654.9K | 0.05% | +2,094+24.7% | Added |
| Sovereign Financial Group, Inc. | 10,386 | $642.8K | 0.15% | +306+3.0% | Added |
| Strategic Blueprint, LLC | 10,293 | $637.0K | 0.03% | +4,714+84.5% | Added |
| MSH Capital Advisors LLC | 10,249 | $634.3K | 0.20% | −1,771−14.7% | Reduced |
| Tempus Wealth Planning, LLC | 10,223 | $632.7K | 0.19% | +10,223 | New |
| Alpha Cubed Investments, LLC | 10,201 | $631.3K | 0.03% | +10,201 | New |
| JT Stratford LLC | 10,200 | $631.3K | 0.11% | −100−1.0% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 10,013 | $619.7K | 0.00% | +919+10.1% | Added |
| Clearview Wealth Advisors LLC | 9,561 | $591.7K | 0.44% | +9,561 | New |
| 4WEALTH Advisors, Inc. | 9,508 | $588.5K | 0.65% | −750−7.3% | Reduced |
| Indiana Trust & Investment Management CO | 9,500 | $588.0K | 0.21% | 00.0% | Unchanged |