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 |
|---|---|---|---|---|---|
| Requisite Capital Management, LLC | 9,283 | $574.5K | 0.13% | +2,022+27.8% | Added |
| DeDora Capital, Inc. | 9,238 | $571.7K | 0.16% | +1,396+17.8% | Added |
| IFG Advisory, LLC | 9,190 | $568.8K | 0.03% | +9,190 | New |
| Middleton & Co Inc | 9,151 | $566.4K | 0.07% | 00.0% | Unchanged |
| Spectrum Planning & Advisory Services Inc. | 8,957 | $554.3K | 0.46% | −4,069−31.2% | Reduced |
| Smith Anglin Financial, LLC | 8,862 | $548.5K | 0.06% | +1,382+18.5% | Added |
| SWMG, LLC | 8,378 | $548.3K | 0.22% | −9,554−53.3% | Reduced |
| YHB Investment Advisors, Inc. | 8,700 | $538.4K | 0.04% | +1,750+25.2% | Added |
| Nova Wealth Management, Inc. | 8,611 | $532.9K | 0.46% | +1,100+14.6% | Added |
| Frederick Financial Consultants, LLC | 8,553 | $529.3K | 0.38% | +8,553 | New |
| Western Wealth Management, LLC | 8,547 | $529.0K | 0.04% | +2,158+33.8% | Added |
| Crews Bank & Trust | 8,275 | $512.1K | 0.09% | 00.0% | Unchanged |
| Weil Company, Inc. | 8,261 | $511.3K | 0.15% | −2,794−25.3% | Reduced |
| Etesian Wealth Advisors, Inc. | 8,214 | $508.4K | 0.22% | −3,481−29.8% | Reduced |
| Ancora Advisors, LLC | 8,188 | $506.8K | 0.01% | +6,671+439.7% | Added |
| Compass Financial Services Inc | 8,130 | $503.2K | 0.26% | +1,302+19.1% | Added |
| Clear Creek Financial Management, LLC | 8,098 | $501.2K | 0.05% | +3,758+86.6% | Added |
| Wealthcare Capital Partners, LLC | 7,948 | $491.9K | 0.25% | −304−3.7% | Reduced |
| Signet Financial Management, LLC | 7,905 | $489.2K | 0.07% | −441−5.3% | Reduced |
| Firethorn Wealth Partners, LLC | 7,863 | $486.6K | 0.23% | +3,590+84.0% | Added |
| Denver Wealth Management, Inc. | 7,793 | $482.3K | 0.22% | 00.0% | Unchanged |
| Roman Butler Fullerton & Co | 7,506 | $480.4K | 0.19% | +7,506 | New |
| Mather Group, LLC. | 7,745 | $479.3K | 0.01% | −24−0.3% | Reduced |
| Oceanside Advisors LLC | 7,665 | $474.4K | 0.34% | −186−2.4% | Reduced |
| FMR LLC | 7,655 | $473.8K | 0.00% | +1,130+17.3% | Added |
| Hamilton Capital, LLC | 7,631 | $472.3K | 0.03% | +7,631 | New |
| Advisors Capital Management, LLC | 7,596 | $470.1K | 0.01% | 00.0% | Unchanged |
| StoneX Group Inc. | 7,532 | $466.0K | 0.03% | +2,655+54.4% | Added |
| Horan Securities, Inc. | 7,514 | $465.0K | 0.18% | +7,514 | New |
| Sutton Place Investors LLC | 7,443 | $460.6K | 0.31% | +3,299+79.6% | Added |
| Verdence Capital Advisors LLC | 7,300 | $451.8K | 0.03% | −2,000−21.5% | Reduced |
| Intrua Financial, LLC | 7,202 | $445.7K | 0.07% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 7,157 | $442.9K | 0.01% | −9,922−58.1% | Reduced |
| Belpointe Asset Management LLC | 7,090 | $438.8K | 0.02% | +726+11.4% | Added |
| Diversify Wealth Management, LLC | 6,668 | $438.6K | 0.03% | −594−8.2% | Reduced |
| Hobbs Wealth Management, LLC | 6,989 | $432.5K | 0.48% | +6,989 | New |
| Fiduciary Trust Co | 6,864 | $424.8K | 0.01% | −502−6.8% | Reduced |
| Lido Advisors, LLC | 6,713 | $415.5K | 0.00% | +2,793+71.3% | Added |
| Fullcircle Wealth LLC | 6,117 | $406.0K | 0.17% | +6,117 | New |
| Cullen/Frost Bankers, Inc. | 6,551 | $405.4K | 0.01% | +6,551 | New |
| Vermillion Wealth Management, Inc. | 6,512 | $403.0K | 0.12% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 6,312 | $390.6K | 0.00% | −17−0.3% | Reduced |
| Gibbs Wealth Management | 6,255 | $387.1K | 0.09% | −230−3.5% | Reduced |
| Captrust Financial Advisors | 6,210 | $384.3K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 6,188 | $383.0K | 0.06% | 00.0% | Unchanged |
| RDA Financial Network | 6,174 | $382.1K | 0.11% | +2,115+52.1% | Added |
| J.W. Cole Advisors, Inc. | 6,160 | $381.3K | 0.01% | +1,688+37.7% | Added |
| Sound View Wealth Advisors Group, LLC | 6,105 | $377.8K | 0.03% | 00.0% | Unchanged |
| MKT Advisors LLC | 6,402 | $377.5K | 0.18% | +6,402 | New |
| High Falls Advisors, Inc | 6,010 | $372.0K | 0.09% | +1,607+36.5% | Added |
| Anchor Investment Management, LLC | 5,949 | $368.2K | 0.03% | +488+8.9% | Added |
| Catalina Capital Group, LLC | 5,947 | $368.1K | 0.25% | +5,947 | New |
| GWN Securities Inc. | 5,942 | $367.8K | 0.02% | −53,168−89.9% | Reduced |
| Northern Trust Corp | 5,871 | $363.4K | 0.00% | +5,871 | New |
| Gen-Wealth Partners Inc | 5,860 | $362.7K | 0.15% | +2,922+99.5% | Added |
| EP Wealth Advisors, LLC | 5,766 | $356.9K | 0.00% | +1,152+25.0% | Added |
| Heritage Investors Management Corp | 5,685 | $352.0K | 0.01% | 00.0% | Unchanged |
| Victory Capital Management Inc | 5,635 | $348.8K | 0.00% | +1,133+25.2% | Added |
| WestEnd Advisors, LLC | 5,635 | $348.8K | 0.01% | +1,133+25.2% | Added |
| Appleton Partners Inc | 5,628 | $348.0K | 0.03% | +44+0.8% | Added |
| Beacon Financial Advisory LLC | 5,572 | $344.9K | 0.10% | +5,572 | New |
| Washington Trust Co | 5,554 | $343.7K | 0.01% | −5,418−49.4% | Reduced |
| ShoreHaven Wealth Partners, LLC | 5,450 | $337.3K | 0.16% | 00.0% | Unchanged |
| Blackston Financial Advisory Group, LLC | 5,449 | $337.2K | 0.23% | −271−4.7% | Reduced |
| International Private Wealth Advisors LLC | 5,442 | $336.8K | 0.32% | −380−6.5% | Reduced |
| Spire Wealth Management | 5,283 | $327.0K | 0.01% | −2,981−36.1% | Reduced |
| HM Payson & Co | 5,250 | $324.9K | 0.01% | −2,519−32.4% | Reduced |
| Richardson Financial Services Inc. | 5,236 | $324.0K | 0.25% | +5,236 | New |
| HBW Advisory Services LLC | 5,225 | $323.4K | 0.05% | −1,403−21.2% | Reduced |
| Dynamic Advisor Solutions LLC | 5,183 | $320.8K | 0.01% | +5,183 | New |
| Integrated Wealth Concepts LLC | 5,128 | $317.3K | 0.00% | +91+1.8% | Added |
| Kaizen Financial Strategies | 5,073 | $314.0K | 0.18% | +5,073 | New |
| N.E.W. Advisory Services LLC | 5,062 | $313.3K | 0.02% | +125+2.5% | Added |
| The PNC Financial Services Group, Inc. | 5,042 | $312.0K | 0.00% | +2,614+107.7% | Added |
| Pineridge Advisors LLC | 5,028 | $311.2K | 0.12% | +32+0.6% | Added |
| Sowell Financial Services LLC | 4,949 | $306.3K | 0.01% | +4,949 | New |
| Centaurus Financial, Inc. | 4,888 | $303.0K | 0.02% | +549+12.7% | Added |
| LexAurum Advisors, LLC | 4,777 | $295.6K | 0.06% | +4,777 | New |
| Selective Wealth Management, Inc. | 4,485 | $287.1K | 0.12% | +117+2.7% | Added |
| Redhawk Wealth Advisors, Inc. | 4,624 | $286.2K | 0.04% | +74+1.6% | Added |
| Semmax Financial Advisors Inc. | 4,312 | $284.3K | 0.08% | +2,282+112.4% | Added |
| First Heartland Consultants, Inc. | 4,533 | $280.5K | 0.03% | +4,533 | New |
| AlTi Global, Inc. | 4,518 | $279.6K | 0.01% | 00.0% | Unchanged |
| Scharf Investments, LLC | 4,500 | $278.5K | 0.01% | +4,500 | New |
| Eldridge Investment Advisors, Inc. | 4,434 | $274.4K | 0.06% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 4,433 | $274.4K | 0.02% | +4,433 | New |
| Signal Advisors Wealth, LLC | 4,361 | $269.9K | 0.03% | −993−18.5% | Reduced |
| Regimen Wealth, LLC | 4,304 | $266.4K | 0.09% | −181−4.0% | Reduced |
| WealthTrak Capital Management LLC | 4,294 | $265.8K | 0.23% | +2,021+88.9% | Added |
| Comprehensive Money Management Services LLC | 4,279 | $264.8K | 0.21% | −300−6.6% | Reduced |
| First National Trust Co | 4,277 | $264.7K | 0.01% | +89+2.1% | Added |
| Perigon Wealth Management, LLC | 4,273 | $264.5K | 0.01% | 00.0% | Unchanged |
| BKA Wealth Consulting, Inc. | 4,245 | $262.7K | 0.26% | +8+0.2% | Added |
| Emergent Wealth Advisors, LLC | 4,245 | $262.7K | 0.19% | +4,245 | New |
| Community Bank, N.A. | 4,235 | $262.1K | 0.04% | −142−3.2% | Reduced |
| OMNI 360 Wealth, Inc. | 4,212 | $260.7K | 0.17% | +4,212 | New |
| Florida Financial Advisors, LLC | 4,091 | $253.2K | 0.10% | +4,091 | New |
| USAdvisors Wealth Management, LLC | 4,100 | $253.0K | 0.09% | +4,100 | New |
| Noesis Capital Mangement Corp | 4,044 | $250.3K | 0.05% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 4,034 | $249.7K | 0.01% | +4,034 | New |