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
- 139.7M
- +9.45M (+7.3%) vs. Q1 2025
- Total value
- $9.15B
- +$1.11B (+13.8%) 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 | 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, 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 |
|---|---|---|---|---|---|
| Morton Brown Family Wealth, LLC | 1 | $66 | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 1 | $66 | 0.00% | +1 | New |
| Eukles Asset Management | 3 | $197 | 0.00% | +3 | New |
| Creative Capital Management Investments LLC | 4 | $262 | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 5 | $328 | 0.00% | −21−80.8% | Reduced |
| Redwood Park Advisors LLC | 5 | $328 | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 9 | $590 | 0.00% | +9 | New |
| Glen Eagle Advisors, LLC | 11 | $721 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 20 | $1.31K | 0.00% | +10+100.0% | Added |
| Brown, Lisle/Cummings, Inc. | 23 | $1.51K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 23 | $1.51K | 0.00% | +23 | New |
| Nemes Rush Group LLC | 25 | $1.64K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 29 | $1.79K | 0.00% | +29 | New |
| Hillsdale Investment Management Inc. | 28 | $1.83K | 0.00% | +1+3.7% | Added |
| Briaud Financial Planning, Inc | 31 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 31 | $2.03K | 0.00% | −161−83.9% | Reduced |
| Citigroup Inc | 31 | $2.03K | 0.00% | +2+6.9% | Added |
| Webster Bank, N. A. | 32 | $2.10K | 0.00% | −176−84.6% | Reduced |
| Toth Financial Advisory Corp | 43 | $2.82K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 44 | $2.88K | 0.00% | 00.0% | Unchanged |
| Clarity Asset Management, Inc. | 45 | $2.95K | 0.00% | +45 | New |
| Ogorek Anthony Joseph | 49 | $3.00K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 47 | $3.08K | 0.00% | +47 | New |
| Capital A Wealth Management, LLC | 80 | $3.27K | 0.04% | −36,344−99.8% | Reduced |
| Creekmur Asset Management LLC | 50 | $3.28K | 0.00% | 00.0% | Unchanged |
| Moser Wealth Advisors, LLC | 53 | $3.47K | 0.00% | +53 | New |
| Valued Wealth Advisors LLC | 61 | $4.00K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 70 | $4.59K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 76 | $4.98K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 98 | $5.09K | 0.00% | −716−88.0% | Reduced |
| HHM Wealth Advisors, LLC | 90 | $5.90K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 97 | $6.43K | 0.00% | +97 | New |
| Kiker Wealth Management, LLC | 100 | $6.55K | 0.00% | −400−80.0% | Reduced |
| Huntington National Bank | – | $6.55K | 0.00% | – | – |
| Innovative Advisory Group, LLC | 100 | $6.55K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 101 | $6.62K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 104 | $6.81K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 100 | $7.00K | 0.00% | +100 | New |
| Gould Capital, LLC | 108 | $7.08K | 0.00% | +108 | New |
| Signaturefd, LLC | 125 | $8.19K | 0.00% | 00.0% | Unchanged |
| Accredited Wealth Management, LLC | 125 | $8.19K | 0.01% | +125 | New |
| Vermillion & White Wealth Management Group, LLC | 130 | $8.52K | 0.01% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 140 | $9.07K | 0.00% | 00.0% | Unchanged |
| Deane Retirement Strategies, Inc. | 148 | $9.70K | 0.00% | −16−9.8% | Reduced |
| Bartlett & Co. Wealth Management LLC | 148 | $9.70K | 0.00% | +148 | New |
| Minot DeBlois Advisors LLC | 150 | $9.83K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 155 | $10.2K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 168 | $11.0K | 0.00% | +68+68.0% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 169 | $11.1K | 0.00% | −100−37.2% | Reduced |
| Salem Investment Counselors Inc | 200 | $13.1K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 214 | $14.0K | 0.01% | −13−5.7% | Reduced |
| SRS Capital Advisors, Inc. | 215 | $14.1K | 0.00% | +215 | New |
| Financial Perspectives, Inc | 217 | $14.2K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 227 | $14.9K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 234 | $15.3K | 0.01% | +20+9.3% | Added |
| Bryn Mawr Trust Co | 236 | $15.5K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 271 | $17.8K | 0.00% | 00.0% | Unchanged |
| Groupe la Francaise | 300 | $19.7K | 0.00% | +300 | New |
| Costello Asset Management, INC | 304 | $19.9K | 0.01% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 315 | $20.6K | 0.00% | +315 | New |
| Evolution Wealth Management Inc. | 316 | $20.7K | 0.03% | +316 | New |
| GeoWealth Management, LLC | 325 | $21.3K | 0.00% | −54,750−99.4% | Reduced |
| Bokf, NA | 400 | $26.2K | 0.00% | +400 | New |
| EverSource Wealth Advisors, LLC | 419 | $27.5K | 0.00% | −673−61.6% | Reduced |
| ORG Partners LLC | 418 | $27.6K | 0.01% | +418 | New |
| Plante Moran Financial Advisors, LLC | 449 | $29.4K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 453 | $29.7K | 0.03% | +453 | New |
| The PNC Financial Services Group, Inc. | 467 | $30.6K | 0.00% | −4,575−90.7% | Reduced |
| Atlantic Union Bankshares Corp | 473 | $31.0K | 0.00% | +473 | New |
| GAMMA Investing LLC | 476 | $31.2K | 0.00% | 00.0% | Unchanged |
| Mid-American Wealth Advisory Group, Inc. | 476 | $31.2K | 0.01% | +476 | New |
| NBC Securities, Inc. | 561 | $36.0K | 0.00% | +511+1,022.0% | Added |
| Beacon Capital Management, LLC | 581 | $38.1K | 0.01% | +581 | New |
| Financial Management Professionals, Inc. | 595 | $39.0K | 0.00% | +175+41.7% | Added |
| IAG Wealth Partners, LLC | 617 | $40.4K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 635 | $41.6K | 0.00% | −197−23.7% | Reduced |
| Colonial Trust Co | 660 | $43.2K | 0.01% | −237−26.4% | Reduced |
| Beaird Harris Wealth Management, LLC | 662 | $43.4K | 0.00% | 00.0% | Unchanged |
| Bulwark Capital Corp | 671 | $44.0K | 0.04% | +671 | New |
| Rothschild Investment LLC | 825 | $54.1K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 837 | $54.8K | 0.01% | 00.0% | Unchanged |
| First Community Trust NA | 874 | $57.3K | 0.05% | +3+0.3% | Added |
| NBT Bank N A | 913 | $59.8K | 0.00% | +5+0.6% | Added |
| Highline Wealth Partners LLC | 985 | $64.5K | 0.02% | +985 | New |
| Glenmede Investment Management, LP | 1,000 | $65.5K | 0.00% | +1,000 | New |
| Barrett & Company, Inc. | 1,020 | $66.8K | 0.03% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 1,022 | $67.0K | 0.04% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 1,135 | $74.4K | 0.01% | +1,135 | New |
| Glass Jacobson Investment Advisors llc | 1,211 | $79.3K | 0.03% | −218−15.3% | Reduced |
| Trust Co of Vermont | 1,263 | $82.8K | 0.00% | +635+101.1% | Added |
| GPS Wealth Strategies Group, LLC | 1,350 | $88.5K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,386 | $90.8K | 0.00% | +130+10.4% | Added |
| Private Wealth Asset Management, LLC | 1,400 | $91.7K | 0.01% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 1,536 | $100.6K | 0.03% | −64−4.0% | Reduced |
| Maseco LLP | 1,570 | $102.8K | 0.00% | +1,570 | New |
| Parkside Financial Bank & Trust | 1,664 | $109.0K | 0.01% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 1,855 | $121.5K | 0.31% | +3+0.2% | Added |
| BFSG, LLC | 1,877 | $123.0K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 2,162 | $141.7K | 0.03% | +249+13.0% | Added |