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 |
|---|---|---|---|---|---|
| Washington Trust Advisors, Inc. | 2,184 | $143.1K | 0.01% | +75+3.6% | Added |
| Compass Financial Services Inc | 2,247 | $147.2K | 0.07% | −5,883−72.4% | Reduced |
| Larson Financial Group LLC | 2,257 | $147.9K | 0.01% | −980−30.3% | Reduced |
| WestEnd Advisors, LLC | 2,393 | $156.8K | 0.00% | −3,242−57.5% | Reduced |
| Fortitude Family Office, LLC | 2,600 | $170.4K | 0.06% | +2,600 | New |
| Salomon & Ludwin, LLC | 2,617 | $174.0K | 0.02% | +1,211+86.1% | Added |
| Birch Capital Management, LLC | 2,740 | $179.5K | 0.09% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 2,955 | $193.6K | 0.00% | +76+2.6% | Added |
| Painted Porch Advisors LLC | 3,057 | $200.3K | 0.08% | 00.0% | Unchanged |
| Independent Advisor Alliance | 3,058 | $200.4K | 0.01% | +3,058 | New |
| Refined Wealth Management | 3,072 | $201.3K | 0.14% | +3,072 | New |
| Stonebrook Private Inc. | 3,074 | $201.4K | 0.05% | +3,074 | New |
| Wealthgarden F.S. LLC | 3,095 | $201.6K | 0.17% | −535−14.7% | Reduced |
| Iron Financial, LLC | 3,087 | $202.3K | 0.11% | +3,087 | New |
| Total Clarity Wealth Management, Inc. | 3,091 | $202.5K | 0.06% | +3,091 | New |
| Per Stirling Capital Management, LLC. | 3,132 | $205.2K | 0.03% | −15,913−83.6% | Reduced |
| Bank of Montreal | 3,172 | $205.4K | 0.00% | +3,172 | New |
| Savvy Advisors, Inc. | 3,152 | $206.5K | 0.01% | +3,152 | New |
| Capital Squared Financial LLC | 3,184 | $208.6K | 0.24% | +3,184 | New |
| Walleye Capital LLC | 3,200 | $209.7K | 0.00% | +3,200 | New |
| Richardson Financial Services Inc. | 3,227 | $213.2K | 0.14% | −2,009−38.4% | Reduced |
| Professional Financial Advisors, LLC | 3,262 | $213.7K | 0.05% | +3,262 | New |
| LongView Wealth Management | 3,267 | $214.1K | 0.06% | +3,267 | New |
| Fulton Breakefield Broenniman LLC | 3,285 | $215.2K | 0.01% | 00.0% | Unchanged |
| Novem Group | 3,366 | $220.5K | 0.03% | +3,366 | New |
| Manhattan West Asset Management, LLC | 3,373 | $221.0K | 0.05% | 00.0% | Unchanged |
| Tranquility Partners, LLC | 3,383 | $221.7K | 0.08% | 00.0% | Unchanged |
| CMC Financial Group | 3,427 | $224.5K | 0.51% | +3,427 | New |
| National Bank of Canada | 3,435 | $225.0K | 0.00% | −90,900−96.4% | Reduced |
| Semmax Financial Advisors Inc. | 3,353 | $225.7K | 0.06% | −959−22.2% | Reduced |
| International Private Wealth Advisors LLC | 3,498 | $229.2K | 0.20% | −1,944−35.7% | Reduced |
| Silverlake Wealth Management LLC | 3,533 | $231.5K | 0.07% | +3,533 | New |
| Barnett & Company, Inc. | 3,560 | $233.3K | 0.18% | −11−0.3% | Reduced |
| Fisher Asset Management, LLC | 3,599 | $235.9K | 0.00% | +3,599 | New |
| Prospera Financial Services Inc | 3,613 | $236.7K | 0.00% | +3,613 | New |
| WealthTrak Capital Management LLC | 3,618 | $237.1K | 0.20% | −676−15.7% | Reduced |
| Oregon Pacific Wealth Management, LLC | 3,670 | $240.5K | 0.23% | +11+0.3% | Added |
| Betterment LLC | 3,685 | $241.0K | 0.00% | −7,577−67.3% | Reduced |
| Woodmont Investment Counsel LLC | 3,734 | $244.7K | 0.02% | +37+1.0% | Added |
| Paragon Advisors, LLC | 3,738 | $244.9K | 0.06% | 00.0% | Unchanged |
| Wealthfront Advisers LLC | 3,837 | $251.4K | 0.00% | +3,837 | New |
| Scott Marsh Financial, LLC | 3,841 | $251.7K | 0.09% | +3,841 | New |
| Insigneo Advisory Services, LLC | 3,845 | $251.9K | 0.02% | +3,845 | New |
| Richards, Merrill & Peterson, Inc. | 3,900 | $255.5K | 0.12% | 00.0% | Unchanged |
| Investor's Fiduciary Advisor Network, LLC | 3,965 | $259.0K | 0.10% | +684+20.8% | Added |
| Bell Investment Advisors, Inc | 3,985 | $261.1K | 0.04% | 00.0% | Unchanged |
| Entruity Wealth, LLC | 3,987 | $261.2K | 0.22% | 00.0% | Unchanged |
| Community Bank, N.A. | 3,991 | $261.5K | 0.03% | −244−5.8% | Reduced |
| Vontobel Holding Ltd. | 4,000 | $262.1K | 0.00% | +4,000 | New |
| Valeo Financial Advisors, LLC | 4,034 | $264.3K | 0.01% | 00.0% | Unchanged |
| Noesis Capital Mangement Corp | 4,044 | $265.0K | 0.05% | 00.0% | Unchanged |
| Private Trust Co NA | 4,112 | $269.4K | 0.03% | +155+3.9% | Added |
| Able Wealth Management LLC | 4,146 | $271.6K | 0.14% | +4,146 | New |
| Peak Retirement Planning, Inc. | 4,184 | $274.1K | 0.11% | −78,769−95.0% | Reduced |
| Greenleaf Trust | 4,204 | $275.4K | 0.00% | +4,204 | New |
| Net Worth Advisory Group | 4,214 | $276.1K | 0.06% | +4,214 | New |
| EP Wealth Advisors, LLC | 4,245 | $278.1K | 0.00% | −1,521−26.4% | Reduced |
| Thoroughbred Financial Services, LLC | 4,286 | $280.0K | 0.02% | +4,286 | New |
| N.E.W. Advisory Services LLC | 4,349 | $284.9K | 0.03% | −713−14.1% | Reduced |
| Mosaic Family Wealth Partners, LLC | 4,351 | $285.1K | 0.04% | +4,351 | New |
| Regions Financial Corp | 4,386 | $287.4K | 0.00% | +4,386 | New |
| Emergent Wealth Advisors, LLC | 4,441 | $291.0K | 0.19% | +196+4.6% | Added |
| Wedbush Securities Inc | 4,442 | $291.0K | 0.01% | +1,071+31.8% | Added |
| Gen-Wealth Partners Inc | 4,455 | $291.9K | 0.11% | −1,405−24.0% | Reduced |
| Arkadios Wealth Advisors | 4,455 | $291.9K | 0.01% | +4,455 | New |
| First National Trust Co | 4,490 | $294.2K | 0.01% | +213+5.0% | Added |
| AlTi Global, Inc. | 4,518 | $296.0K | 0.01% | 00.0% | Unchanged |
| Access Investment Management LLC | 4,600 | $301.4K | 0.09% | +4,600 | New |
| BKA Wealth Consulting, Inc. | 4,623 | $302.9K | 0.28% | +378+8.9% | Added |
| VisionPoint Advisory Group, LLC | 4,650 | $304.7K | 0.07% | +4,650 | New |
| Sowell Financial Services LLC | 4,683 | $306.8K | 0.01% | −266−5.4% | Reduced |
| Interchange Capital Partners, LLC | 4,706 | $308.3K | 0.07% | +4,706 | New |
| Savant Capital, LLC | 4,711 | $308.7K | 0.00% | +4,711 | New |
| Soundwatch Capital LLC | 2,841 | $308.9K | 0.07% | +2,841 | New |
| Fullcircle Wealth LLC | 4,625 | $309.2K | 0.12% | −1,492−24.4% | Reduced |
| Ausdal Financial Partners, Inc. | 4,730 | $309.9K | 0.02% | +297+6.7% | Added |
| RDA Financial Network | 4,788 | $313.7K | 0.08% | −1,386−22.4% | Reduced |
| Eldridge Investment Advisors, Inc. | 4,812 | $315.3K | 0.07% | +378+8.5% | Added |
| First Heartland Consultants, Inc. | 4,821 | $315.9K | 0.03% | +288+6.4% | Added |
| MKT Advisors LLC | 4,782 | $316.0K | 0.13% | −1,620−25.3% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 4,838 | $317.0K | 0.00% | −5,175−51.7% | Reduced |
| Triad Wealth Partners, LLC | 4,863 | $318.6K | 0.06% | +4,863 | New |
| Catalina Capital Group, LLC | 4,865 | $318.8K | 0.22% | −1,082−18.2% | Reduced |
| Kaizen Financial Strategies | 4,928 | $322.9K | 0.16% | −145−2.9% | Reduced |
| Brookwood Investment Group LLC | 4,938 | $323.5K | 0.05% | +4,938 | New |
| Vermillion Wealth Management, Inc. | 4,942 | $323.8K | 0.15% | −1,570−24.1% | Reduced |
| Hengehold Capital Management LLC | 4,948 | $324.2K | 0.03% | +4,948 | New |
| Spire Wealth Management | 4,987 | $326.7K | 0.01% | −296−5.6% | Reduced |
| XY Planning Network, Inc. | 4,990 | $326.9K | 0.11% | +4,990 | New |
| Capstone Financial Advisors, Inc. | 4,992 | $327.1K | 0.02% | +4,992 | New |
| LexAurum Advisors, LLC | 4,996 | $327.3K | 0.05% | +219+4.6% | Added |
| Essential Partners LLC | 5,000 | $327.6K | 0.13% | +5,000 | New |
| Pineridge Advisors LLC | 5,059 | $331.5K | 0.12% | +31+0.6% | Added |
| Selective Wealth Management, Inc. | 5,111 | $335.5K | 0.12% | +626+14.0% | Added |
| Blackston Financial Advisory Group, LLC | 5,127 | $335.9K | 0.21% | −322−5.9% | Reduced |
| Csenge Advisory Group | 5,155 | $336.3K | 0.02% | +5,155 | New |
| Elios Financial Group Inc. | 5,187 | $339.9K | 0.15% | +5,187 | New |
| Centaurus Financial, Inc. | 5,185 | $340.0K | 0.02% | +297+6.1% | Added |
| HM Payson & Co | 5,250 | $344.0K | 0.01% | 00.0% | Unchanged |
| OMNI 360 Wealth, Inc. | 5,331 | $349.3K | 0.22% | +1,119+26.6% | Added |