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 |
|---|---|---|---|---|---|
| Entruity Wealth, LLC | 3,987 | $246.8K | 0.23% | −843−17.5% | Reduced |
| Cardiff Park Advisors, LLC | 3,987 | $246.7K | 0.02% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 3,985 | $246.6K | 0.05% | 00.0% | Unchanged |
| Private Trust Co NA | 3,957 | $244.9K | 0.03% | +43+1.1% | Added |
| Principal Securities, Inc. | 4,704 | $244.6K | 0.01% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 3,938 | $243.7K | 0.02% | +3,938 | New |
| Richards, Merrill & Peterson, Inc. | 3,900 | $241.4K | 0.13% | +3,100+387.5% | Added |
| Johnson Investment Counsel Inc | 3,873 | $239.7K | 0.00% | +3,873 | New |
| Modern Wealth Management, LLC | 3,804 | $235.4K | 0.01% | −146−3.7% | Reduced |
| Bristlecone Advisors, LLC | 3,740 | $231.5K | 0.02% | +3,740 | New |
| Paragon Advisors, LLC | 3,738 | $231.3K | 0.09% | +3,738 | New |
| Woodmont Investment Counsel LLC | 3,697 | $228.8K | 0.02% | +3,697 | New |
| United Asset Strategies, Inc. | 3,665 | $226.8K | 0.02% | −1,171−24.2% | Reduced |
| Oregon Pacific Wealth Management, LLC | 3,659 | $226.5K | 0.23% | +3,659 | New |
| Wealthgarden F.S. LLC | 3,630 | $224.7K | 0.22% | +3,630 | New |
| Barnett & Company, Inc. | 3,571 | $221.0K | 0.18% | +3,571 | New |
| Resurgent Financial Advisors LLC | 3,514 | $217.5K | 0.13% | +3,514 | New |
| Tranquility Partners, LLC | 3,383 | $209.4K | 0.08% | +3,383 | New |
| Wedbush Securities Inc | 3,371 | $209.0K | 0.01% | +3,371 | New |
| Manhattan West Asset Management, LLC | 3,373 | $208.8K | 0.05% | +3,373 | New |
| Fulton Breakefield Broenniman LLC | 3,285 | $203.3K | 0.01% | +3,285 | New |
| Investor's Fiduciary Advisor Network, LLC | 3,281 | $203.0K | 0.10% | +3,281 | New |
| Larson Financial Group LLC | 3,237 | $200.3K | 0.01% | +662+25.7% | Added |
| Painted Porch Advisors LLC | 3,057 | $189.2K | 0.08% | +3,057 | New |
| Federation des caisses Desjardins du Quebec | 2,879 | $178.2K | 0.00% | +44+1.6% | Added |
| Allworth Financial LP | 2,648 | $175.3K | 0.00% | +12+0.5% | Added |
| Exchange Traded Concepts, LLC | 2,760 | $170.8K | 0.00% | −288−9.4% | Reduced |
| Birch Capital Management, LLC | 2,740 | $169.6K | 0.09% | −3,272−54.4% | Reduced |
| Laurel Wealth Advisors LLC | 2,368 | $146.6K | 0.02% | 00.0% | Unchanged |
| CWM, LLC | 2,120 | $131.0K | 0.00% | +212+11.1% | Added |
| Washington Trust Advisors, Inc. | 2,109 | $130.5K | 0.01% | −335−13.7% | Reduced |
| Rosenberg Matthew Hamilton | 1,913 | $118.4K | 0.03% | −131−6.4% | Reduced |
| BFSG, LLC | 1,877 | $116.2K | 0.01% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 1,852 | $114.6K | 0.35% | +1,818+5,347.1% | Added |
| Headlands Technologies LLC | 1,847 | $114.3K | 0.01% | −19,731−91.4% | Reduced |
| Coldstream Capital Management Inc | 1,704 | $105.5K | 0.00% | +1,704 | New |
| Stonebridge Financial Group, LLC | 1,683 | $104.2K | 0.01% | −38−2.2% | Reduced |
| Parkside Financial Bank & Trust | 1,664 | $103.0K | 0.01% | −234−12.3% | Reduced |
| FWL Investment Management, LLC | 1,600 | $99.0K | 0.04% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 1,406 | $87.0K | 0.01% | +1,406 | New |
| Private Wealth Asset Management, LLC | 1,400 | $86.6K | 0.01% | +1,400 | New |
| GPS Wealth Strategies Group, LLC | 1,350 | $83.6K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,332 | $82.4K | 0.00% | +1,325+18,928.6% | Added |
| First Horizon Advisors, Inc. | 1,256 | $77.7K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 1,429 | $74.3K | 0.02% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,092 | $67.6K | 0.00% | +734+205.0% | Added |
| Northwest Capital Management Inc | 1,022 | $63.3K | 0.03% | +172+20.2% | Added |
| Barrett & Company, Inc. | 1,020 | $63.1K | 0.03% | 00.0% | Unchanged |
| NBT Bank N A | 908 | $56.2K | 0.00% | +11+1.2% | Added |
| Colonial Trust Co | 897 | $55.5K | 0.01% | −255−22.1% | Reduced |
| First Community Trust NA | 871 | $53.9K | 0.05% | +36+4.3% | Added |
| Key Financial Inc | 837 | $51.8K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 832 | $51.5K | 0.00% | −73−8.1% | Reduced |
| Rothschild Investment LLC | 825 | $51.1K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 814 | $50.4K | 0.00% | +716+730.6% | Added |
| Silver Oak Securities, Inc | 810 | $49.4K | 0.00% | +810 | New |
| Studio Investment Management LLC | 700 | $43.3K | 0.01% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 662 | $41.0K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 628 | $38.9K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 617 | $38.2K | 0.01% | +192+45.2% | Added |
| Smartleaf Asset Management LLC | 532 | $32.5K | 0.00% | 00.0% | Unchanged |
| Kiker Wealth Management, LLC | 500 | $30.9K | 0.02% | +500 | New |
| GAMMA Investing LLC | 476 | $29.5K | 0.00% | +476 | New |
| Asset Planning,Inc | 474 | $29.3K | 0.02% | +474 | New |
| Sandy Spring Bank | 473 | $29.3K | 0.00% | +391+476.8% | Added |
| PSI Advisors, LLC | 472 | $29.2K | 0.01% | +239+102.6% | Added |
| Plante Moran Financial Advisors, LLC | 449 | $27.8K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 420 | $26.0K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 399 | $24.7K | 0.01% | +33+9.0% | Added |
| Costello Asset Management, INC | 304 | $18.8K | 0.01% | +304 | New |
| Geneos Wealth Management Inc. | 303 | $18.8K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 271 | $16.8K | 0.00% | +117+76.0% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 269 | $16.6K | 0.00% | +100+59.2% | Added |
| Bryn Mawr Trust Co | 236 | $14.6K | 0.00% | 00.0% | Unchanged |
| Promus Capital, LLC | 236 | $14.6K | 0.01% | +236 | New |
| Main Street Group, LTD | 227 | $14.1K | 0.01% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 227 | $14.0K | 0.02% | +148+187.3% | Added |
| Financial Perspectives, Inc | 217 | $13.4K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 214 | $13.2K | 0.01% | −18−7.8% | Reduced |
| Webster Bank, N. A. | 208 | $12.9K | 0.00% | +176+550.0% | Added |
| Salem Investment Counselors Inc | 200 | $12.4K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 192 | $11.9K | 0.00% | +18+10.3% | Added |
| Deane Retirement Strategies, Inc. | 164 | $10.2K | 0.00% | +57+53.3% | Added |
| Archer Investment Corp | 155 | $9.59K | 0.00% | 00.0% | Unchanged |
| Minot DeBlois Advisors LLC | 150 | $9.28K | 0.01% | −138−47.9% | Reduced |
| Pacifica Partners Inc. | 140 | $8.61K | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 130 | $8.05K | 0.01% | −31,561−99.6% | Reduced |
| Signaturefd, LLC | 125 | $7.74K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 104 | $6.44K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 101 | $6.25K | 0.00% | 00.0% | Unchanged |
| Innovative Advisory Group, LLC | 100 | $6.19K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | – | $6.19K | 0.00% | – | New |
| Cape Investment Advisory, Inc. | 100 | $6.19K | 0.00% | +100 | New |
| HHM Wealth Advisors, LLC | 90 | $5.57K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 76 | $4.70K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 70 | $4.33K | 0.00% | −5−6.7% | Reduced |
| Valued Wealth Advisors LLC | 61 | $3.78K | 0.00% | 00.0% | Unchanged |
| Spectrum Wealth Counsel, LLC | 60 | $3.71K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 50 | $3.10K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 49 | $3.00K | 0.00% | 00.0% | Unchanged |