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 |
|---|---|---|---|---|---|
| Prime Capital Investment Advisors, LLC | 61,980 | $4.06M | 0.05% | −3,621−5.5% | Reduced |
| NDVR, Inc. | 62,736 | $4.11M | 3.85% | 00.0% | Unchanged |
| Beckerman Institutional, LLC | 63,907 | $4.19M | 2.78% | −1,892−2.9% | Reduced |
| Royal Harbor Partners, LLC | 64,376 | $4.22M | 1.54% | +64,376 | New |
| Certior Financial Group, LLC | 65,730 | $4.31M | 3.31% | +18,270+38.5% | Added |
| Lynx Investment Advisory | 66,077 | $4.33M | 2.83% | −399−0.6% | Reduced |
| Segment Wealth Management, LLC | 66,259 | $4.34M | 0.28% | +105+0.2% | Added |
| Marble Harbor Investment Counsel, LLC | 66,375 | $4.35M | 0.47% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 66,399 | $4.35M | 0.20% | +2,625+4.1% | Added |
| Catalyst Capital Advisors LLC | 66,500 | $4.36M | 0.09% | −2,000−2.9% | Reduced |
| Detalus Advisors, LLC | 67,894 | $4.45M | 1.29% | −1,367−2.0% | Reduced |
| Seven Post Investment Office LP | 68,825 | $4.51M | 1.70% | −249−0.4% | Reduced |
| Bright Financial Advisors, Inc. | 69,276 | $4.54M | 2.52% | +798+1.2% | Added |
| Cabot Wealth Management Inc | 69,966 | $4.58M | 0.55% | +1,976+2.9% | Added |
| BKD Wealth Advisors, LLC | 70,131 | $4.59M | 0.10% | +2,863+4.3% | Added |
| Park Avenue Securities LLC | 70,596 | $4.63M | 0.04% | −14,152−16.7% | Reduced |
| Tidemark, LLC | 72,776 | $4.77M | 1.54% | −15,084−17.2% | Reduced |
| Financial Life Advisors | 72,781 | $4.77M | 1.63% | +16,497+29.3% | Added |
| KWB Wealth | 77,617 | $4.80M | 0.58% | +36,795+90.1% | Added |
| Janney Montgomery Scott LLC | 73,375 | $4.81M | 0.01% | −7,091−8.8% | Reduced |
| Portside Wealth Group, LLC | 73,470 | $4.81M | 0.71% | +21,530+41.5% | Added |
| Horst & Graben Wealth Management LLC | 74,458 | $4.88M | 0.81% | −23,589−24.1% | Reduced |
| Comerica Bank | 74,672 | $4.89M | 0.02% | +1,002+1.4% | Added |
| Financial Guidance Group, Inc. | 75,196 | $4.93M | 2.39% | +1,967+2.7% | Added |
| Atria Investments LLC | 75,232 | $4.93M | 0.06% | +39,853+112.6% | Added |
| Aptus Capital Advisors, LLC | 76,654 | $5.02M | 0.05% | +1,967+2.6% | Added |
| Atria Wealth Solutions, Inc. | 75,332 | $5.07M | 0.11% | −45,589−37.7% | Reduced |
| Baker Tilly Wealth Management, LLC | 79,918 | $5.24M | 1.87% | +14,598+22.3% | Added |
| Cedar Point Capital Partners, LLC | 80,364 | $5.27M | 3.71% | −23,376−22.5% | Reduced |
| Fortis Advisors, LLC | 80,881 | $5.30M | 3.39% | −494−0.6% | Reduced |
| Upper Left Wealth Management, LLC | 81,021 | $5.31M | 3.54% | −5,048−5.9% | Reduced |
| TD Waterhouse Canada Inc. | 80,583 | $5.32M | 0.04% | +359+0.4% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 82,139 | $5.35M | 0.01% | +13,894+20.4% | Added |
| Courier Capital LLC | 82,864 | $5.43M | 0.33% | +5,698+7.4% | Added |
| Lodestar Private Asset Management LLC | 83,169 | $5.45M | 0.63% | +2,385+3.0% | Added |
| Glenview Trust Co | 83,235 | $5.45M | 0.09% | −36,120−30.3% | Reduced |
| Change Path, LLC | 83,613 | $5.48M | 0.14% | +16,638+24.8% | Added |
| Money Concepts Capital Corp | 84,972 | $5.57M | 0.37% | −10,882−11.4% | Reduced |
| Stapp Wealth Management, PLLC | 88,390 | $5.79M | 8.33% | −16,334−15.6% | Reduced |
| Team Financial Group, LLC | 88,974 | $5.83M | 2.87% | +4,760+5.7% | Added |
| JNBA Financial Advisors | 89,933 | $5.89M | 0.57% | −10,349−10.3% | Reduced |
| Quantum Financial Advisors, LLC | 90,744 | $5.95M | 0.80% | +90,744 | New |
| Main Street Financial Solutions, LLC | 90,841 | $5.95M | 0.43% | −18,163−16.7% | Reduced |
| Transamerica Financial Advisors, Inc. | 91,994 | $6.03M | 0.57% | +118+0.1% | Added |
| HRT Financial LP | 92,463 | $6.06M | 0.03% | +92,463 | New |
| Integrity Wealth Solutions LLC | 95,340 | $6.25M | 3.05% | −6,272−6.2% | Reduced |
| Purus Wealth Management, LLC | 96,247 | $6.31M | 2.19% | +1,074+1.1% | Added |
| Avos Capital Management, LLC | 96,276 | $6.31M | 3.60% | +5,851+6.5% | Added |
| Walkner Condon Financial Advisors LLC | 96,609 | $6.33M | 1.16% | +1,498+1.6% | Added |
| Fiducient Advisors LLC | 96,619 | $6.33M | 0.77% | +96,619 | New |
| Clark Capital Management Group, Inc. | 99,251 | $6.50M | 0.05% | +21,607+27.8% | Added |
| Beaumont Financial Advisors, LLC | 99,954 | $6.55M | 0.47% | −23,154−18.8% | Reduced |
| Brookstone Capital Management | 101,121 | $6.63M | 0.09% | +2,796+2.8% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 102,368 | $6.71M | 0.44% | +68,257+200.1% | Added |
| Archford Capital Strategies, LLC | 103,167 | $6.76M | 0.86% | −4,821−4.5% | Reduced |
| Inspirion Wealth Advisors, LLC | 103,557 | $6.79M | 0.90% | +956+0.9% | Added |
| Avantax Advisory Services, Inc. | 104,763 | $6.86M | 0.04% | −3,211−3.0% | Reduced |
| Zhang Financial LLC | 104,889 | $6.87M | 0.32% | +600+0.6% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 105,753 | $6.93M | 0.24% | −4,858−4.4% | Reduced |
| Alliance Wealth Advisors, LLC | 107,086 | $7.02M | 1.73% | +35,463+49.5% | Added |
| Managed Asset Portfolios, LLC | 108,326 | $7.10M | 0.92% | −2,417−2.2% | Reduced |
| Evercore Wealth Management, LLC | 108,435 | $7.10M | 0.11% | +47,225+77.2% | Added |
| PFG Advisors | 108,805 | $7.13M | 0.34% | −2,954−2.6% | Reduced |
| AMJ Financial Wealth Management | 109,407 | $7.17M | 1.81% | −8,984−7.6% | Reduced |
| Austin Private Wealth, LLC | 109,651 | $7.18M | 0.57% | −43,227−28.3% | Reduced |
| Financial Enhancement Group LLC | 108,411 | $7.21M | 1.03% | −1,890−1.7% | Reduced |
| Versant Capital Management, Inc | 116,397 | $7.63M | 1.16% | −8,068−6.5% | Reduced |
| Copley Financial Group, Inc. | 118,533 | $7.77M | 5.76% | −3,984−3.3% | Reduced |
| Abound Financial, LLC | 118,722 | $7.78M | 3.42% | +27,528+30.2% | Added |
| Chatham Capital Group, Inc. | 119,321 | $7.82M | 1.19% | −4,970−4.0% | Reduced |
| CFS Investment Advisory Services, LLC | 120,334 | $7.88M | 0.65% | −25,044−17.2% | Reduced |
| Stratos Wealth Advisors, LLC | 121,606 | $7.97M | 0.42% | +23,276+23.7% | Added |
| Journey Strategic Wealth LLC | 123,689 | $8.10M | 0.26% | −13,570−9.9% | Reduced |
| Cardinal Strategic Wealth Guidance | 126,347 | $8.28M | 2.39% | +45,705+56.7% | Added |
| Accretive Wealth Partners, LLC | 126,953 | $8.32M | 2.73% | +2,301+1.8% | Added |
| Hudson Capital Management LLC | 127,253 | $8.34M | 2.37% | −3,043−2.3% | Reduced |
| CWM, LLC | 128,451 | $8.42M | 0.03% | +126,331+5,959.0% | Added |
| AIFG Consultants Ltd. | 129,013 | $8.45M | 16.48% | −14,874−10.3% | Reduced |
| Lam Group, Inc. | 129,885 | $8.51M | 5.69% | +22,425+20.9% | Added |
| Truist Financial Corp | 129,953 | $8.51M | 0.01% | −8,642−6.2% | Reduced |
| Wealth Advisory Solutions, LLC | 130,906 | $8.58M | 2.17% | −2,157−1.6% | Reduced |
| Synovus Financial Corp | 134,697 | $8.83M | 0.11% | +5,682+4.4% | Added |
| Retirement Income Solutions, Inc | 135,221 | $8.86M | 1.63% | +337+0.2% | Added |
| Sterling Investment Advisors, Ltd. | 136,742 | $8.96M | 1.96% | −22,906−14.3% | Reduced |
| R. W. Roge & Company, Inc. | 139,287 | $9.13M | 5.18% | −20,377−12.8% | Reduced |
| Buck Wealth Strategies, LLC | 139,967 | $9.17M | 1.40% | +9,334+7.1% | Added |
| Kestra Advisory Services, LLC | 145,756 | $9.55M | 0.05% | +57,829+65.8% | Added |
| Quent Capital, LLC | 147,096 | $9.64M | 0.93% | +13,824+10.4% | Added |
| B&D White Capital Company, LLC | 147,373 | $9.66M | 1.47% | +147,373 | New |
| Toronto Dominion Bank | 150,000 | $9.83M | 0.02% | +150,000 | New |
| GWM Advisors LLC | 152,610 | $10.0M | 0.05% | +68,786+82.1% | Added |
| Stratos Wealth Partners, LTD. | 152,671 | $10.0M | 0.14% | −9,734−6.0% | Reduced |
| New Perspectives, Inc | 155,170 | $10.2M | 5.03% | +89,586+136.6% | Added |
| Avid Wealth Partners LLC | 156,521 | $10.3M | 5.87% | +500+0.3% | Added |
| AE Wealth Management LLC | 169,492 | $11.1M | 0.08% | −6,625−3.8% | Reduced |
| Alaska Permanent Fund Corp | 171,000 | $11.1M | 0.66% | 00.0% | Unchanged |
| Sage Private Wealth Group, LLC | 175,961 | $11.5M | 7.39% | +175,961 | New |
| Harbor Investment Advisory, LLC | 183,454 | $12.0M | 1.07% | +2,076+1.1% | Added |
| China Universal Asset Management Co., Ltd. | 189,200 | $12.4M | 1.17% | +55,000+41.0% | Added |
| Penserra Capital Management LLC | 194,873 | $12.8M | 0.18% | −48,022−19.8% | Reduced |