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 |
|---|---|---|---|---|---|
| Leading Edge Financial Planning LLC | 25,311 | $1.66M | 0.46% | +1,109+4.6% | Added |
| Hutchinson Capital Management | 25,437 | $1.67M | 0.30% | +25,437 | New |
| Whittier Trust Co of Nevada Inc | 25,500 | $1.67M | 0.04% | 00.0% | Unchanged |
| Allworth Financial LP | 25,656 | $1.68M | 0.01% | +23,008+868.9% | Added |
| AQR Capital Management LLC | 25,861 | $1.69M | 0.00% | +1,815+7.5% | Added |
| Focus Financial Network, Inc. | 25,937 | $1.70M | 0.07% | −8,037−23.7% | Reduced |
| Choate Investment Advisors | 25,977 | $1.70M | 0.04% | +1,169+4.7% | Added |
| MidWestOne Financial Group, Inc. | 26,225 | $1.72M | 0.22% | +6,945+36.0% | Added |
| Apollon Wealth Management, LLC | 26,244 | $1.72M | 0.03% | +26,244 | New |
| AMG National Trust Bank | 26,245 | $1.72M | 0.05% | +7,175+37.6% | Added |
| Magnolia Private Wealth, LLC | 26,462 | $1.73M | 1.34% | +8,961+51.2% | Added |
| Kingsview Wealth Management, LLC | 26,506 | $1.74M | 0.03% | +13,596+105.3% | Added |
| PDS Planning, Inc | 26,930 | $1.76M | 0.13% | 00.0% | Unchanged |
| Caldwell Trust Co | 27,051 | $1.77M | 0.18% | +9,080+50.5% | Added |
| Kickstand Ventures, LLC. | 27,437 | $1.80M | 0.42% | −4,332−13.6% | Reduced |
| Wallace Advisory Group, LLC | 29,355 | $1.82M | 1.32% | −1,450−4.7% | Reduced |
| Visionary Wealth Advisors | 27,942 | $1.83M | 0.09% | +1,976+7.6% | Added |
| Aspetuck Financial Management LLC | 28,212 | $1.85M | 1.39% | +1,023+3.8% | Added |
| Brown Financial Advisors | 28,282 | $1.85M | 0.72% | −649−2.2% | Reduced |
| Ashton Thomas Private Wealth, LLC | 28,419 | $1.86M | 0.07% | +803+2.9% | Added |
| IHT Wealth Management, LLC | 28,537 | $1.87M | 0.05% | +1,498+5.5% | Added |
| Forbes J M & Co LLP | 28,711 | $1.88M | 0.17% | 00.0% | Unchanged |
| Valmark Advisers, Inc. | 29,509 | $1.93M | 0.03% | +5,860+24.8% | Added |
| BlackDiamond Wealth Management Inc. | 29,455 | $1.95M | 1.12% | −464−1.6% | Reduced |
| Mayflower Financial Advisors, LLC | 29,732 | $1.95M | 0.27% | −6,455−17.8% | Reduced |
| Sovran Advisors, LLC | 29,897 | $1.96M | 0.20% | −11,439−27.7% | Reduced |
| Gradient Capital Advisors, LLC | 30,003 | $1.97M | 0.58% | −1,768−5.6% | Reduced |
| Cambridge Associates LLC | 30,631 | $2.01M | 0.04% | 00.0% | Unchanged |
| IFP Advisors, Inc | 30,730 | $2.01M | 0.06% | +5,988+24.2% | Added |
| Leo Wealth, LLC | 30,845 | $2.02M | 0.16% | +1,937+6.7% | Added |
| Genesis Wealth Advisors, LLC | 31,195 | $2.04M | 1.53% | −4,360−12.3% | Reduced |
| SeaCrest Wealth Management, LLC | 31,216 | $2.05M | 0.22% | +16,252+108.6% | Added |
| Two Sigma Securities, LLC | 32,772 | $2.15M | 0.26% | +18,003+121.9% | Added |
| Legacy Capital Wealth Partners, LLC | 32,922 | $2.16M | 0.49% | +153+0.5% | Added |
| Beacon Pointe Advisors, LLC | 33,405 | $2.19M | 0.02% | −1,236−3.6% | Reduced |
| Patten Group, Inc. | 33,691 | $2.21M | 0.47% | +8,838+35.6% | Added |
| Milestones Private Investment Advisors LLC | 33,834 | $2.22M | 1.64% | +33,834 | New |
| Nomura Asset Management Co Ltd | 33,900 | $2.22M | 0.01% | −1,400−4.0% | Reduced |
| WFA of San Diego, LLC | 34,426 | $2.26M | 1.66% | +34,426 | New |
| Olympus Wealth Management, LLC | 34,845 | $2.28M | 0.77% | +14,747+73.4% | Added |
| Pitcairn Co | 35,293 | $2.31M | 0.15% | +35,293 | New |
| Matrix Trust Co | 36,190 | $2.37M | 0.38% | +18,002+99.0% | Added |
| WBH Advisory Inc | 36,485 | $2.39M | 0.20% | +2,231+6.5% | Added |
| McNaughton Wealth Management, LLC | 37,018 | $2.43M | 1.08% | −2,364−6.0% | Reduced |
| Public Employees Retirement System of Ohio | 37,200 | $2.44M | 0.01% | 00.0% | Unchanged |
| KPP Advisory Services LLC | 37,402 | $2.45M | 0.40% | +2,084+5.9% | Added |
| Brinker Capital Investments, LLC | 38,148 | $2.50M | 0.02% | +9,732+34.2% | Added |
| Steward Partners Investment Advisory, LLC | 39,849 | $2.61M | 0.02% | −2,926−6.8% | Reduced |
| Shira Ridge Wealth Management | 40,516 | $2.65M | 1.21% | +5,297+15.0% | Added |
| Mills Wealth Advisors LLC | 41,098 | $2.69M | 1.23% | −3,609−8.1% | Reduced |
| Global Retirement Partners, LLC | 41,435 | $2.71M | 0.07% | +41,435 | New |
| Thrive Capital Management, LLC | 41,949 | $2.75M | 0.86% | +23,803+131.2% | Added |
| Ameritas Advisory Services, LLC | 42,175 | $2.76M | 0.14% | +42,175 | New |
| Jump Financial, LLC | 42,431 | $2.78M | 0.03% | +530+1.3% | Added |
| Horizon Financial Services, LLC | 42,854 | $2.81M | 1.49% | −5,615−11.6% | Reduced |
| Creative Planning | 43,523 | $2.85M | 0.00% | −46,306−51.5% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 44,296 | $2.90M | 0.54% | +1,927+4.5% | Added |
| Copperwynd Financial, LLC | 45,065 | $2.95M | 0.74% | −5,578−11.0% | Reduced |
| Arete Wealth Advisors, LLC | 46,040 | $3.02M | 0.21% | +9,070+24.5% | Added |
| Bridgewater Advisors Inc. | 46,001 | $3.03M | 0.23% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 46,982 | $3.04M | 0.00% | +4,598+10.8% | Added |
| Merit Financial Group, LLC | 46,559 | $3.05M | 0.03% | +10,510+29.2% | Added |
| Paul R. Ried Financial Group, LLC | 46,944 | $3.08M | 1.86% | −7,249−13.4% | Reduced |
| Tennessee Valley Asset Management Partners | 46,986 | $3.08M | 0.78% | +1,401+3.1% | Added |
| Franklin Resources Inc | 47,276 | $3.10M | 0.00% | −440−0.9% | Reduced |
| Ci Investments Inc. | 47,534 | $3.11M | 0.01% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 48,102 | $3.15M | 0.04% | −571−1.2% | Reduced |
| Jacobi Capital Management LLC | 48,244 | $3.16M | 0.21% | +2,943+6.5% | Added |
| Essex Financial Services, Inc. | 49,948 | $3.27M | 0.21% | −1,968−3.8% | Reduced |
| Apella Capital, LLC | 49,530 | $3.27M | 0.09% | +29,352+145.5% | Added |
| Integrity Alliance, LLC. | 50,020 | $3.28M | 0.18% | −51,998−51.0% | Reduced |
| Talon Private Wealth, LLC | 50,382 | $3.30M | 0.45% | +8,739+21.0% | Added |
| MONECO Advisors, LLC | 50,388 | $3.30M | 0.31% | +1,913+3.9% | Added |
| Compass Ion Advisors, LLC | 50,876 | $3.33M | 0.36% | +9,221+22.1% | Added |
| Bush Investment Group, LLC | 51,199 | $3.35M | 2.25% | −14,429−22.0% | Reduced |
| Brown Brothers Harriman & Co | 51,459 | $3.37M | 0.02% | +16,769+48.3% | Added |
| Citadel Advisors LLC | 51,842 | $3.40M | 0.00% | −173,691−77.0% | Reduced |
| Lido Advisors, LLC | 52,772 | $3.46M | 0.02% | +46,059+686.1% | Added |
| Stansberry Asset Management, LLC | 53,858 | $3.53M | 0.39% | +4,080+8.2% | Added |
| Wealthcare Advisory Partners LLC | 53,873 | $3.53M | 0.08% | −3,233−5.7% | Reduced |
| Penobscot Wealth Management | 53,949 | $3.53M | 1.27% | +347+0.6% | Added |
| Motiv8 Investments LLC | 54,453 | $3.57M | 2.18% | −15,827−22.5% | Reduced |
| Advisory Services Network, LLC | 54,776 | $3.57M | 0.06% | +40,851+293.4% | Added |
| Harbour Investments, Inc. | 54,487 | $3.57M | 0.09% | +3,803+7.5% | Added |
| Keudell/Morrison Wealth Management | 55,173 | $3.61M | 0.80% | −203,079−78.6% | Reduced |
| Susquehanna International Group, LLP | 56,492 | $3.70M | 0.01% | +863+1.6% | Added |
| Mercer Global Advisors Inc | 56,931 | $3.73M | 0.01% | +11,160+24.4% | Added |
| Baker Ellis Asset Management LLC | 57,000 | $3.73M | 0.51% | +350+0.6% | Added |
| Hobbs Group Advisors, LLC | 57,280 | $3.75M | 1.28% | −17,643−23.5% | Reduced |
| Entrewealth, LLC | 57,499 | $3.77M | 2.61% | +1,419+2.5% | Added |
| Transce3nd, LLC | 57,570 | $3.77M | 1.59% | +3,256+6.0% | Added |
| One Wealth Advisors, LLC | 58,099 | $3.81M | 0.53% | −20,995−26.5% | Reduced |
| Compass Wealth Management, LLC | 58,965 | $3.86M | 2.07% | +58,965 | New |
| Kraematon Investment Advisors, Inc | 59,204 | $3.88M | 3.66% | +557+0.9% | Added |
| UMA Financial Services, Inc. | 59,304 | $3.89M | 0.61% | −23,864−28.7% | Reduced |
| Adviser Investments LLC | 59,518 | $3.90M | 0.05% | +25,453+74.7% | Added |
| Foundations Investment Advisors, LLC | 59,590 | $3.90M | 0.06% | +5,182+9.5% | Added |
| Kestra Private Wealth Services, LLC | 59,973 | $3.93M | 0.06% | +16,146+36.8% | Added |
| Scotia Capital Inc. | 60,134 | $3.94M | 0.02% | +24,575+69.1% | Added |
| Joseph Group Capital Management | 60,412 | $3.96M | 1.33% | −13,215−17.9% | Reduced |