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Livermore
Livermore
ZHEN

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.

Q2 2025 vs. Q1 2025

How the institutions holding World Gold Trust changed between Q1 2025 and Q2 2025.

All holders in Q2 2025All holders in Q1 2025

13F holders of GLDM: Q1 2025 compared with Q2 2025
MeasureQ1 2025Of which not filed for Q2 2025Q2 2025Change
Holders6187702+91
Shares130.4M221.4K139.7M+9.45M (+7.3%)
Value$8.05B$15.4M$9.15B+$1.11B (+13.8%)

7 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (127)

Institutions that held World Gold Trust at the end of Q2 2025 but not at the end of Q1 2025.

Showing the largest 100 of 127 by value.

Institutions new to GLDM in Q2 2025
InstitutionSharesValue% of portfolio
Empower Advisory Group, LLC5,128,539$336.0M1.01%
Evergreen Quality Fund GP, Ltd.1,520,300$99.6M3.08%
Virtu Financial LLC1,292,149$84.7M4.33%
Capitolis Liquid Global Markets LLC707,000$46.3M0.34%
Main Street Research LLC448,487$29.4M1.83%
Bank of Nova Scotia400,000$26.2M0.05%
Altfest L J & Co Inc195,083$12.8M1.51%
Sage Private Wealth Group, LLC175,961$11.5M7.39%
Toronto Dominion Bank150,000$9.83M0.02%
B&D White Capital Company, LLC147,373$9.66M1.47%
Fiducient Advisors LLC96,619$6.33M0.77%
HRT Financial LP92,463$6.06M0.03%
Quantum Financial Advisors, LLC90,744$5.95M0.80%
Royal Harbor Partners, LLC64,376$4.22M1.54%
Compass Wealth Management, LLC58,965$3.86M2.07%
Ameritas Advisory Services, LLC42,175$2.76M0.14%
Global Retirement Partners, LLC41,435$2.71M0.07%
Pitcairn Co35,293$2.31M0.15%
WFA of San Diego, LLC34,426$2.26M1.66%
Milestones Private Investment Advisors LLC33,834$2.22M1.64%
Apollon Wealth Management, LLC26,244$1.72M0.03%
Hutchinson Capital Management25,437$1.67M0.30%
Guggenheim Capital LLC24,416$1.60M0.01%
Simplicity Wealth,LLC22,492$1.47M0.06%
Vantage Point Financial LLC22,477$1.47M0.65%
HSBC Holdings PLC22,093$1.45M0.00%
Synergy Financial Management, LLC22,019$1.44M0.17%
Hutchinson Financial Advisors, INC20,809$1.36M1.53%
Freestone Capital Holdings, LLC20,166$1.32M0.04%
Maia Wealth LLC19,348$1.27M0.24%
Tradewinds, LLC.18,486$1.21M0.92%
Collaborative Wealth Managment Inc.16,002$1.05M0.46%
Wealth Management Nebraska15,847$1.03M0.14%
Balentine LLC15,616$1.02M0.04%
InTrack Investment Management Inc15,346$1.01M0.68%
First Financial Bank - Trust Division15,176$994.3K0.09%
Graypoint LLC13,764$901.8K0.05%
Absolute Capital Management, LLC13,136$860.7K0.43%
Financial Network Wealth Advisors LLC12,976$850.2K1.03%
Excalibur Management Corp12,724$833.7K0.31%
AlphaStar Capital Management, LLC12,605$825.9K0.06%
Michael B. Yongue11,024$722.3K0.54%
Flputnam Investment Management Co10,779$706.2K0.01%
Triumph Capital Management10,375$679.8K0.20%
Redwood Investment Management, LLC9,219$604.0K0.06%
Willis Johnson & Associates, Inc.9,071$594.3K0.04%
Alesco Advisors LLC8,470$555.0K0.02%
Wealthspire Advisors, LLC8,266$541.6K0.00%
Tudor Investment Corp Et Al8,032$526.3K0.00%
MBE Wealth Management, LLC7,872$515.8K0.22%
Modera Wealth Management, LLC7,791$510.5K0.01%
Tactive Advisors, LLC7,528$493.2K0.16%
Alpha Financial Partners, LLC7,040$461.3K0.33%
K2 Financial Inc.6,900$455.1K0.40%
Almanack Investment Partners, LLC.6,191$405.6K0.06%
Verus Capital Partners, LLC5,831$382.0K0.03%
McAdam, LLC5,511$361.1K0.02%
Concurrent Investment Advisors, LLC5,408$354.4K0.01%
Elios Financial Group Inc.5,187$339.9K0.15%
Csenge Advisory Group5,155$336.3K0.02%
Essential Partners LLC5,000$327.6K0.13%
Capstone Financial Advisors, Inc.4,992$327.1K0.02%
XY Planning Network, Inc.4,990$326.9K0.11%
Hengehold Capital Management LLC4,948$324.2K0.03%
Brookwood Investment Group LLC4,938$323.5K0.05%
Triad Wealth Partners, LLC4,863$318.6K0.06%
Soundwatch Capital LLC2,841$308.9K0.07%
Savant Capital, LLC4,711$308.7K0.00%
Interchange Capital Partners, LLC4,706$308.3K0.07%
VisionPoint Advisory Group, LLC4,650$304.7K0.07%
Access Investment Management LLC4,600$301.4K0.09%
Arkadios Wealth Advisors4,455$291.9K0.01%
Regions Financial Corp4,386$287.4K0.00%
Mosaic Family Wealth Partners, LLC4,351$285.1K0.04%
Thoroughbred Financial Services, LLC4,286$280.0K0.02%
Net Worth Advisory Group4,214$276.1K0.06%
Greenleaf Trust4,204$275.4K0.00%
Able Wealth Management LLC4,146$271.6K0.14%
Vontobel Holding Ltd.4,000$262.1K0.00%
Insigneo Advisory Services, LLC3,845$251.9K0.02%
Scott Marsh Financial, LLC3,841$251.7K0.09%
Wealthfront Advisers LLC3,837$251.4K0.00%
Prospera Financial Services Inc3,613$236.7K0.00%
Fisher Asset Management, LLC3,599$235.9K0.00%
Silverlake Wealth Management LLC3,533$231.5K0.07%
CMC Financial Group3,427$224.5K0.51%
Novem Group3,366$220.5K0.03%
LongView Wealth Management3,267$214.1K0.06%
Professional Financial Advisors, LLC3,262$213.7K0.05%
Walleye Capital LLC3,200$209.7K0.00%
Capital Squared Financial LLC3,184$208.6K0.24%
Savvy Advisors, Inc.3,152$206.5K0.01%
Bank of Montreal3,172$205.4K0.00%
Total Clarity Wealth Management, Inc.3,091$202.5K0.06%
Iron Financial, LLC3,087$202.3K0.11%
Stonebrook Private Inc.3,074$201.4K0.05%
Refined Wealth Management3,072$201.3K0.14%
Independent Advisor Alliance3,058$200.4K0.01%
Fortitude Family Office, LLC2,600$170.4K0.06%
Maseco LLP1,570$102.8K0.00%

Sold out (36)

Institutions that held World Gold Trust at the end of Q1 2025 and filed for Q2 2025 without it.

Institutions that sold out of GLDM in Q2 2025
InstitutionShares, Q1 2025Value, Q1 2025
Jane Street Group, LLC3,739,583$231.4M
Mizuho Bank, Ltd.1,100,000$68.1M
Renaissance Technologies LLC210,200$13.0M
Plum Street Advisors, LLC130,797$8.10M
National Asset Management, Inc.113,747$7.04M
Colony Group, LLC71,720$4.44M
Luminist Capital LLC60,169$3.72M
Marex Group plc42,942$2.66M
Salus Financial Advisors, LLC40,608$2.51M
Advisory Alpha, LLC29,215$1.81M
Castleview Partners, LLC24,289$1.50M
Eagle Rock Investment Company, LLC16,604$1.03M
Roman Butler Fullerton & Co7,506$480.4K
StoneX Group Inc.7,532$466.0K
High Falls Advisors, Inc6,010$372.0K
Northern Trust Corp5,871$363.4K
Victory Capital Management Inc5,635$348.8K
Scharf Investments, LLC4,500$278.5K
USAdvisors Wealth Management, LLC4,100$253.0K
Cardiff Park Advisors, LLC3,987$246.7K
Financial Advocates Investment Management3,938$243.7K
Johnson Investment Counsel Inc3,873$239.7K
United Asset Strategies, Inc.3,665$226.8K
Resurgent Financial Advisors LLC3,514$217.5K
Exchange Traded Concepts, LLC2,760$170.8K
Laurel Wealth Advisors LLC2,368$146.6K
Coldstream Capital Management Inc1,704$105.5K
Stonebridge Financial Group, LLC1,683$104.2K
Studio Investment Management LLC700$43.3K
Asset Planning,Inc474$29.3K
PSI Advisors, LLC472$29.2K
Carolinas Wealth Consulting LLC399$24.7K
Promus Capital, LLC236$14.6K
Raleigh Capital Management Inc.33$2.04K
Legacy Wealth Managment, LLC16$991
Cornerstone Planning Group LLC7$457

Not filed for Q2 2025 yet (7)

Institutions that held World Gold Trust at the end of Q1 2025 and haven't filed a 13F for Q2 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding GLDM in Q1 2025 that haven't filed for Q2 2025
InstitutionShares, Q1 2025Value, Q1 2025
US Financial Advisors, LLC99,628$6.17M
Henderson Brothers Financial Partners, LLC72,209$6.16M
Orion Portfolio Solutions, LLC28,416$1.76M
Vista Wealth Management Group, LLC12,000$742.7K
Nova Wealth Management, Inc.8,611$532.9K
Sandy Spring Bank473$29.3K
Spectrum Wealth Counsel, LLC60$3.71K