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 |
|---|---|---|---|---|---|
| Bristlecone Advisors, LLC | 5,400 | $353.8K | 0.03% | +1,660+44.4% | Added |
| Concurrent Investment Advisors, LLC | 5,408 | $354.4K | 0.01% | +5,408 | New |
| Appleton Partners Inc | 5,420 | $355.0K | 0.03% | −208−3.7% | Reduced |
| ShoreHaven Wealth Partners, LLC | 5,450 | $357.1K | 0.15% | 00.0% | Unchanged |
| McAdam, LLC | 5,511 | $361.1K | 0.02% | +5,511 | New |
| Sutton Place Investors LLC | 5,517 | $361.5K | 0.22% | −1,926−25.9% | Reduced |
| Comprehensive Money Management Services LLC | 5,579 | $365.5K | 0.28% | +1,300+30.4% | Added |
| Hobbs Wealth Management, LLC | 5,594 | $366.5K | 0.35% | −1,395−20.0% | Reduced |
| Wealthcare Capital Partners, LLC | 5,717 | $374.6K | 0.19% | −2,231−28.1% | Reduced |
| Heritage Investors Management Corp | 5,760 | $377.0K | 0.01% | +75+1.3% | Added |
| Verus Capital Partners, LLC | 5,831 | $382.0K | 0.03% | +5,831 | New |
| Redhawk Wealth Advisors, Inc. | 5,840 | $382.6K | 0.05% | +1,216+26.3% | Added |
| Verdence Capital Advisors LLC | 5,857 | $383.8K | 0.03% | −1,443−19.8% | Reduced |
| Beacon Financial Advisory LLC | 5,938 | $389.1K | 0.10% | +366+6.6% | Added |
| Anchor Investment Management, LLC | 5,949 | $389.8K | 0.03% | 00.0% | Unchanged |
| Clear Creek Financial Management, LLC | 5,967 | $391.0K | 0.04% | −2,131−26.3% | Reduced |
| Belpointe Asset Management LLC | 6,042 | $395.9K | 0.02% | −1,048−14.8% | Reduced |
| Sound View Wealth Advisors Group, LLC | 6,105 | $400.0K | 0.03% | 00.0% | Unchanged |
| Spectrum Planning & Advisory Services Inc. | 6,137 | $402.1K | 0.26% | −2,820−31.5% | Reduced |
| Requisite Capital Management, LLC | 6,139 | $402.2K | 0.09% | −3,144−33.9% | Reduced |
| Lee Financial Co | 6,188 | $405.4K | 0.06% | 00.0% | Unchanged |
| Almanack Investment Partners, LLC. | 6,191 | $405.6K | 0.06% | +6,191 | New |
| Regimen Wealth, LLC | 6,219 | $407.5K | 0.13% | +1,915+44.5% | Added |
| Weil Company, Inc. | 6,248 | $409.4K | 0.11% | −2,013−24.4% | Reduced |
| Smartleaf Asset Management LLC | 6,334 | $410.3K | 0.04% | +5,802+1,090.6% | Added |
| HBW Advisory Services LLC | 6,272 | $410.9K | 0.05% | +1,047+20.0% | Added |
| Firethorn Wealth Partners, LLC | 6,312 | $413.6K | 0.18% | −1,551−19.7% | Reduced |
| Florida Financial Advisors, LLC | 6,399 | $419.3K | 0.14% | +2,308+56.4% | Added |
| Modern Wealth Management, LLC | 6,485 | $424.9K | 0.01% | +2,681+70.5% | Added |
| Oceanside Advisors LLC | 6,492 | $425.4K | 0.28% | −1,173−15.3% | Reduced |
| Fiduciary Trust Co | 6,553 | $429.4K | 0.01% | −311−4.5% | Reduced |
| Washington Trust Co | 6,823 | $447.0K | 0.02% | +1,269+22.8% | Added |
| Principal Securities, Inc. | 6,864 | $449.7K | 0.01% | +2,160+45.9% | Added |
| K2 Financial Inc. | 6,900 | $455.1K | 0.40% | +6,900 | New |
| Clearview Wealth Advisors LLC | 7,019 | $459.9K | 0.32% | −2,542−26.6% | Reduced |
| Etesian Wealth Advisors, Inc. | 7,023 | $460.1K | 0.17% | −1,191−14.5% | Reduced |
| Buckingham Strategic Partners | 7,029 | $460.5K | 0.01% | −128−1.8% | Reduced |
| Alpha Financial Partners, LLC | 7,040 | $461.3K | 0.33% | +7,040 | New |
| Global View Capital Management LLC | 7,154 | $468.7K | 0.15% | −16,803−70.1% | Reduced |
| Hamilton Capital, LLC | 7,176 | $470.2K | 0.03% | −455−6.0% | Reduced |
| Intrua Financial, LLC | 7,277 | $476.8K | 0.07% | +75+1.0% | Added |
| GWN Securities Inc. | 7,432 | $486.9K | 0.09% | +1,490+25.1% | Added |
| Signal Advisors Wealth, LLC | 7,434 | $487.1K | 0.04% | +3,073+70.5% | Added |
| Tactive Advisors, LLC | 7,528 | $493.2K | 0.16% | +7,528 | New |
| Advisors Capital Management, LLC | 7,596 | $497.7K | 0.01% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 7,781 | $509.8K | 0.01% | +3,508+82.1% | Added |
| Modera Wealth Management, LLC | 7,791 | $510.5K | 0.01% | +7,791 | New |
| Denver Wealth Management, Inc. | 7,793 | $510.6K | 0.21% | 00.0% | Unchanged |
| MBE Wealth Management, LLC | 7,872 | $515.8K | 0.22% | +7,872 | New |
| Diversify Wealth Management, LLC | 7,885 | $522.5K | 0.03% | +1,217+18.3% | Added |
| Geneos Wealth Management Inc. | 7,986 | $523.2K | 0.01% | +7,683+2,535.6% | Added |
| Strategic Blueprint, LLC | 8,004 | $524.4K | 0.03% | −2,289−22.2% | Reduced |
| Tudor Investment Corp Et Al | 8,032 | $526.3K | 0.00% | +8,032 | New |
| Fundamentun, LLC | 8,162 | $534.8K | 0.02% | −3,960−32.7% | Reduced |
| Signet Financial Management, LLC | 8,175 | $535.6K | 0.07% | +270+3.4% | Added |
| Ancora Advisors, LLC | 8,219 | $538.5K | 0.01% | +31+0.4% | Added |
| Wealthspire Advisors, LLC | 8,266 | $541.6K | 0.00% | +8,266 | New |
| Crews Bank & Trust | 8,275 | $542.2K | 0.09% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 8,301 | $543.9K | 0.02% | +3,118+60.2% | Added |
| Alesco Advisors LLC | 8,470 | $555.0K | 0.02% | +8,470 | New |
| Avidian Wealth Solutions, LLC | 8,495 | $556.6K | 0.02% | −2,691−24.1% | Reduced |
| Smith Anglin Financial, LLC | 8,514 | $557.8K | 0.05% | −348−3.9% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 8,536 | $559.3K | 0.06% | −2,170−20.3% | Reduced |
| WealthPLAN Partners, LLC | 8,603 | $563.7K | 0.09% | −3,772−30.5% | Reduced |
| Mather Group, LLC. | 8,643 | $566.3K | 0.01% | +898+11.6% | Added |
| Horan Securities, Inc. | 8,720 | $571.4K | 0.20% | +1,206+16.1% | Added |
| Gibbs Wealth Management | 8,945 | $586.1K | 0.11% | +2,690+43.0% | Added |
| Willis Johnson & Associates, Inc. | 9,071 | $594.3K | 0.04% | +9,071 | New |
| Middleton & Co Inc | 9,151 | $599.6K | 0.07% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 9,182 | $601.6K | 0.01% | −2,687−22.6% | Reduced |
| Clearstead Advisors, LLC | 9,189 | $602.1K | 0.01% | −2,115−18.7% | Reduced |
| Redwood Investment Management, LLC | 9,219 | $604.0K | 0.06% | +9,219 | New |
| 4WEALTH Advisors, Inc. | 9,296 | $609.1K | 0.63% | −212−2.2% | Reduced |
| YHB Investment Advisors, Inc. | 9,301 | $609.4K | 0.05% | +601+6.9% | Added |
| Indiana Trust & Investment Management CO | 9,500 | $622.4K | 0.21% | 00.0% | Unchanged |
| FMR LLC | 9,516 | $623.5K | 0.00% | +1,861+24.3% | Added |
| Sovereign Financial Group, Inc. | 9,569 | $627.0K | 0.13% | −817−7.9% | Reduced |
| Creative Financial Designs Inc | 9,723 | $637.1K | 0.05% | −859−8.1% | Reduced |
| DeDora Capital, Inc. | 10,054 | $658.7K | 0.17% | +816+8.8% | Added |
| JT Stratford LLC | 10,100 | $661.8K | 0.10% | −100−1.0% | Reduced |
| Triumph Capital Management | 10,375 | $679.8K | 0.20% | +10,375 | New |
| Total Investment Management Inc | 10,447 | $684.5K | 0.10% | −3,022−22.4% | Reduced |
| Tempus Wealth Planning, LLC | 10,487 | $687.1K | 0.17% | +264+2.6% | Added |
| Flputnam Investment Management Co | 10,779 | $706.2K | 0.01% | +10,779 | New |
| Sage Mountain Advisors LLC | 10,830 | $709.6K | 0.05% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 10,900 | $714.2K | 0.03% | −1,300−10.7% | Reduced |
| Parallel Advisors, LLC | 10,933 | $716.3K | 0.01% | +9,601+720.8% | Added |
| My Legacy Advisors, LLC | 10,883 | $716.4K | 0.26% | −2,911−21.1% | Reduced |
| Michael B. Yongue | 11,024 | $722.3K | 0.54% | +11,024 | New |
| MSH Capital Advisors LLC | 11,040 | $723.3K | 0.21% | +791+7.7% | Added |
| Sheets Smith Wealth Management | 11,068 | $725.2K | 0.08% | +147+1.3% | Added |
| BlackRock, Inc. | 11,182 | $732.6K | 0.00% | −3,260−22.6% | Reduced |
| Integrated Wealth Concepts LLC | 11,240 | $736.4K | 0.01% | +6,112+119.2% | Added |
| Flagship Harbor Advisors, LLC | 11,332 | $742.5K | 0.04% | −59,861−84.1% | Reduced |
| Sigma Planning Corp | 11,352 | $743.8K | 0.02% | −317−2.7% | Reduced |
| Cullen/Frost Bankers, Inc. | 11,481 | $752.2K | 0.01% | +4,930+75.3% | Added |
| TownSquare Capital, LLC | 11,566 | $757.8K | 0.07% | −489,911−97.7% | Reduced |
| SWMG, LLC | 11,713 | $769.4K | 0.26% | +3,335+39.8% | Added |
| Destiny Capital Corp | 11,836 | $775.5K | 0.47% | −399−3.3% | Reduced |
| Lifelong Wealth Advisors, Inc. | 11,950 | $783.0K | 0.26% | −3,008−20.1% | Reduced |