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, Q2 2025
Institutional positions in World Gold Trust as of Jun 30, 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
- 702
- +91 vs. Q1 2025
- Shares held
- 141.4M
- +11.1M (+8.6%) vs. Q1 2025
- Total value
- $9.26B
- +$1.22B (+15.2%) vs. Q1 2025
- New holders
- 127
- 264 more added
- Sold out
- 36
- 224 more reduced
7 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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 | 878 | $13.9B |
| Q3 2025 | 754 | $11.8B |
| Q2 2025 | 702 | $9.26B |
| Q1 2025 | 618 | $8.05B |
| Q4 2024 | 541 | $5.85B |
| Q3 2024 | 465 | $5.95B |
| Q2 2024 | 406 | $4.21B |
| Q1 2024 | 375 | $4.84B |
| Q4 2023 | 374 | $4.09B |
| Q3 2023 | 345 | $3.52B |
| Q2 2023 | 334 | $4.12B |
| Q1 2023 | 319 | $3.95B |
| Q4 2022 | 275 | $3.67B |
| Q3 2022 | 255 | $2.88B |
| Q2 2022 | 274 | $3.11B |
| Q1 2022 | 240 | $2.55B |
| Q4 2021 | 258 | $2.86B |
| Q3 2021 | 235 | $2.75B |
| Q2 2021 | 239 | $2.81B |
| Q1 2021 | 227 | $2.69B |
Institutions, Q2 2025
Shares, value and share of portfolio for each institution holding World Gold Trust; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sumitomo Mitsui Trust Holdings, Inc. | 14,596,294 | $956.3M | 0.60% | 00.0% | Unchanged |
| Morgan Stanley | 7,926,715 | $519.4M | 0.03% | +136,548+1.8% | Added |
| Evoke Wealth, LLC | 7,030,213 | $460.6M | 10.80% | +185,643+2.7% | Added |
| Bank of America Corp | 5,730,898 | $375.5M | 0.03% | −739,000−11.4% | Reduced |
| Empower Advisory Group, LLC | 5,128,539 | $336.0M | 1.01% | +5,128,539 | New |
| Wells Fargo & Company | 4,351,023 | $285.1M | 0.06% | +3,048,824+234.1% | Added |
| Asset Management One Co.,Ltd. | 4,055,562 | $265.7M | 0.83% | +51,172+1.3% | Added |
| Cassaday & Co Wealth Management LLC | 3,406,349 | $223.2M | 5.59% | −2,321,003−40.5% | Reduced |
| Principal Financial Group Inc | 3,176,866 | $208.1M | 0.11% | +447,650+16.4% | Added |
| UBS Group AG | 3,056,738 | $200.3M | 0.04% | −43,934−1.4% | Reduced |
| State Street Corp | 2,695,268 | $176.6M | 0.01% | +8,380+0.3% | Added |
| LPL Financial LLC | 2,652,213 | $173.8M | 0.06% | −63,539−2.3% | Reduced |
| Ameriprise Financial Inc | 2,429,541 | $159.1M | 0.04% | +229,479+10.4% | Added |
| 3EDGE Asset Management, LP | 2,211,620 | $144.9M | 9.01% | +664,523+43.0% | Added |
| Royal Bank of Canada | 2,159,530 | $141.5M | 0.01% | +1,264,094+141.2% | Added |
| Stifel Financial Corp | 1,751,233 | $114.7M | 0.11% | +80,096+4.8% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 1,535,510 | $100.6M | 0.91% | +132,900+9.5% | Added |
| Evergreen Quality Fund GP, Ltd. | 1,520,300 | $99.6M | 3.08% | +1,520,300 | New |
| Strategic Financial Services, Inc, | 1,389,765 | $91.1M | 4.90% | −149,389−9.7% | Reduced |
| Charles Schwab Investment Management Inc | 1,348,849 | $88.4M | 0.02% | +292,933+27.7% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 1,344,268 | $88.1M | 0.17% | +191,591+16.6% | Added |
| Virtu Financial LLC | 1,292,149 | $84.7M | 4.33% | +1,292,149 | New |
| Resona Asset Management Co.,Ltd. | 1,295,200 | $83.9M | 0.41% | +336,700+35.1% | Added |
| HighTower Advisors, LLC | 1,250,561 | $81.9M | 0.10% | +240,273+23.8% | Added |
| Rockefeller Capital Management L.P. | 1,235,848 | $81.0M | 0.09% | +928,767+302.5% | Added |
| JPMorgan Chase & Co | 1,229,626 | $80.6M | 0.01% | −144,050−10.5% | Reduced |
| Hollow Brook Wealth Management LLC | 1,210,225 | $79.3M | 23.20% | +55,291+4.8% | Added |
| SEI Investments Co | 1,181,448 | $77.4M | 0.09% | +50,643+4.5% | Added |
| Benjamin Edwards Inc | 1,089,506 | $71.4M | 0.91% | +92,910+9.3% | Added |
| Cerity Partners LLC | 1,066,263 | $69.9M | 0.12% | +72,854+7.3% | Added |
| Cohen & Steers, Inc. | 1,057,396 | $69.3M | 0.13% | −56,882−5.1% | Reduced |
| Bank of New York Mellon Corp | 1,002,538 | $65.7M | 0.01% | +72,077+7.7% | Added |
| Private Advisor Group, LLC | 981,946 | $64.3M | 0.35% | +82,535+9.2% | Added |
| Envestnet Asset Management Inc | 965,748 | $63.3M | 0.02% | −125,434−11.5% | Reduced |
| Congress Wealth Management LLC | 947,412 | $62.1M | 0.60% | −148,629−13.6% | Reduced |
| Toroso Investments, LLC | 946,772 | $62.0M | 0.41% | −202,156−17.6% | Reduced |
| Gradient Investments LLC | 922,651 | $60.5M | 1.11% | +16,348+1.8% | Added |
| Greenline Partners, LLC | 882,743 | $57.8M | 7.79% | −267,320−23.2% | Reduced |
| Richard C. Young & CO., LTD. | 850,512 | $55.7M | 5.51% | −10,996−1.3% | Reduced |
| Great Valley Advisor Group, Inc. | 847,757 | $55.5M | 1.23% | −111,250−11.6% | Reduced |
| Raymond James Financial Inc | 760,364 | $49.8M | 0.02% | −173,097−18.5% | Reduced |
| Capitolis Liquid Global Markets LLC | 707,000 | $46.3M | 0.34% | +707,000 | New |
| Fullerton Fund Management Co Ltd. | 704,331 | $46.1M | 1.87% | +372,823+112.5% | Added |
| Nepc LLC | 692,544 | $45.4M | 1.15% | +48,423+7.5% | Added |
| Van Eck Associates Corp | 671,036 | $44.0M | 0.05% | 00.0% | Unchanged |
| Parcion Private Wealth LLC | 662,568 | $43.4M | 3.10% | +7,526+1.1% | Added |
| Equitable Holdings, Inc. | 643,513 | $42.2M | 0.35% | −23,855−3.6% | Reduced |
| Quadrature Capital Ltd | 601,421 | $39.4M | 0.68% | +255,124+73.7% | Added |
| US Bancorp | 595,607 | $39.0M | 0.05% | +119,447+25.1% | Added |
| American Investment Services, Inc. | 576,066 | $37.7M | 9.63% | −95,585−14.2% | Reduced |
| Manufacturers Life Insurance Company, The | 553,879 | $36.3M | 0.03% | −90,212−14.0% | Reduced |
| Capital Planning Advisors, LLC | 550,270 | $36.1M | 5.29% | −88,713−13.9% | Reduced |
| Burt Wealth Advisors | 538,098 | $35.3M | 8.06% | −5,627−1.0% | Reduced |
| Confluence Investment Management LLC | 525,606 | $34.4M | 0.49% | +55,411+11.8% | Added |
| Farther Finance Advisors, LLC | 513,430 | $33.6M | 0.67% | +264,040+105.9% | Added |
| MBL Wealth, LLC | 510,400 | $33.4M | 3.20% | −60,460−10.6% | Reduced |
| Diversify Advisory Services, LLC | 469,752 | $31.1M | 1.19% | +459,697+4,571.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 470,899 | $30.9M | 0.09% | +64,023+15.7% | Added |
| Oversea-Chinese Banking CORP Ltd | 468,121 | $30.7M | 0.87% | +8,795+1.9% | Added |
| Tradewinds Capital Management, LLC | 461,077 | $30.2M | 7.60% | −46,325−9.1% | Reduced |
| Cresset Asset Management, LLC | 457,396 | $30.0M | 0.15% | +2,462+0.5% | Added |
| SNS Financial Group, LLC | 448,756 | $29.4M | 2.80% | −16,093−3.5% | Reduced |
| Main Street Research LLC | 448,487 | $29.4M | 1.83% | +448,487 | New |
| Sentinel Pension Advisors Inc | 440,498 | $28.9M | 4.86% | +1240.0% | Added |
| Bangor Savings Bank | 424,871 | $27.8M | 2.49% | +9,675+2.3% | Added |
| Bank of Nova Scotia | 400,000 | $26.2M | 0.05% | +400,000 | New |
| Evernest Financial Advisors, LLC | 396,942 | $26.0M | 8.42% | +25,575+6.9% | Added |
| SBI Securities Co., Ltd. | 383,863 | $25.2M | 0.72% | +32,412+9.2% | Added |
| Mission Creek Capital Partners, Inc. | 372,397 | $24.4M | 5.42% | +98,675+36.0% | Added |
| E Fund Management Co., Ltd. | 360,915 | $23.6M | 1.13% | +299,545+488.1% | Added |
| Advisor Group Holdings, Inc. | 354,630 | $23.2M | 0.04% | −138,129−28.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 352,788 | $23.1M | 0.02% | +9,417+2.7% | Added |
| Baird Financial Group, Inc. | 350,031 | $22.9M | 0.04% | −121,699−25.8% | Reduced |
| Assetmark, Inc | 338,768 | $22.2M | 0.05% | −141,776−29.5% | Reduced |
| Cetera Investment Advisers | 324,972 | $21.3M | 0.04% | −1,433−0.4% | Reduced |
| CI Private Wealth, LLC | 315,597 | $20.7M | 0.03% | +296,873+1,585.5% | Added |
| Nissay Asset Management Corp | 298,673 | $19.6M | 0.11% | +142,093+90.7% | Added |
| McMorgan & Co LLC | 286,658 | $18.8M | 2.77% | −17,935−5.9% | Reduced |
| Brandywine Oak Private Wealth LLC | 276,413 | $18.1M | 1.68% | −9,659−3.4% | Reduced |
| Austin Wealth Management, LLC | 268,994 | $17.5M | 3.12% | +6,962+2.7% | Added |
| LWM Advisory Services, LLC | 259,230 | $17.0M | 11.71% | +97,516+60.3% | Added |
| Miracle Mile Advisors, LLC | 258,936 | $17.0M | 0.29% | −2,536−1.0% | Reduced |
| NavPoint Financial, Inc. | 256,356 | $16.8M | 10.15% | −21,868−7.9% | Reduced |
| Mariner, LLC | 255,375 | $16.7M | 0.02% | +14,714+6.1% | Added |
| Peak Financial Advisors LLC | 248,733 | $16.3M | 8.34% | +24,960+11.2% | Added |
| Warren Street Wealth Advisors, LLC | 243,192 | $15.9M | 5.28% | +4,891+2.1% | Added |
| Deutsche Bank AG | 237,942 | $15.6M | 0.01% | −2,440−1.0% | Reduced |
| Coco Enterprises, LLC | 236,683 | $15.5M | 8.97% | +1,061+0.5% | Added |
| Gould Asset Management LLC | 236,078 | $15.5M | 3.03% | −15,557−6.2% | Reduced |
| Timber Creek Capital Management LLC | 225,369 | $15.1M | 3.84% | +4,006+1.8% | Added |
| Continuum Wealth Advisors, LLC | 227,575 | $14.9M | 7.16% | +79,599+53.8% | Added |
| Wealth Enhancement Advisory Services, LLC | 223,023 | $14.7M | 0.02% | −796−0.4% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 221,200 | $14.5M | 0.05% | +45,000+25.5% | Added |
| Encompass More Asset Management | 214,397 | $14.0M | 3.29% | +31,068+16.9% | Added |
| Nottingham Advisors, Inc. | 212,990 | $14.0M | 2.07% | −331,672−60.9% | Reduced |
| Goldman Sachs Group Inc | 212,737 | $13.9M | 0.00% | +177,375+501.6% | Added |
| CoreCap Advisors, LLC | 207,509 | $13.6M | 0.55% | +4,884+2.4% | Added |
| MML Investors Services, LLC | 206,884 | $13.6M | 0.04% | +40,256+24.2% | Added |
| Medici Capital LLC | 204,026 | $13.4M | 15.23% | +19,992+10.9% | Added |
| Wiley Bros.-Aintree Capital, LLC | 204,826 | $13.3M | 0.10% | +17,079+9.1% | Added |