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 |
|---|---|---|---|---|---|
| Altfest L J & Co Inc | 195,083 | $12.8M | 1.51% | +195,083 | New |
| Commonwealth Equity Services, LLC | 196,813 | $12.9M | 0.02% | +12,890+7.0% | Added |
| Wiley Bros.-Aintree Capital, LLC | 204,826 | $13.3M | 0.10% | +17,079+9.1% | Added |
| Medici Capital LLC | 204,026 | $13.4M | 15.23% | +19,992+10.9% | Added |
| MML Investors Services, LLC | 206,884 | $13.6M | 0.04% | +40,256+24.2% | Added |
| CoreCap Advisors, LLC | 207,509 | $13.6M | 0.55% | +4,884+2.4% | Added |
| Goldman Sachs Group Inc | 212,737 | $13.9M | 0.00% | +177,375+501.6% | Added |
| Nottingham Advisors, Inc. | 212,990 | $14.0M | 2.07% | −331,672−60.9% | Reduced |
| Encompass More Asset Management | 214,397 | $14.0M | 3.29% | +31,068+16.9% | Added |
| Mirae Asset Global Investments Co., Ltd. | 221,200 | $14.5M | 0.05% | +45,000+25.5% | Added |
| Wealth Enhancement Advisory Services, LLC | 223,023 | $14.7M | 0.02% | −796−0.4% | Reduced |
| Continuum Wealth Advisors, LLC | 227,575 | $14.9M | 7.16% | +79,599+53.8% | Added |
| Timber Creek Capital Management LLC | 225,369 | $15.1M | 3.84% | +4,006+1.8% | Added |
| Gould Asset Management LLC | 236,078 | $15.5M | 3.03% | −15,557−6.2% | Reduced |
| Coco Enterprises, LLC | 236,683 | $15.5M | 8.97% | +1,061+0.5% | Added |
| Deutsche Bank AG | 237,942 | $15.6M | 0.01% | −2,440−1.0% | Reduced |
| Warren Street Wealth Advisors, LLC | 243,192 | $15.9M | 5.28% | +4,891+2.1% | Added |
| Peak Financial Advisors LLC | 248,733 | $16.3M | 8.34% | +24,960+11.2% | Added |
| Mariner, LLC | 255,375 | $16.7M | 0.02% | +14,714+6.1% | Added |
| NavPoint Financial, Inc. | 256,356 | $16.8M | 10.15% | −21,868−7.9% | Reduced |
| Miracle Mile Advisors, LLC | 258,936 | $17.0M | 0.29% | −2,536−1.0% | Reduced |
| LWM Advisory Services, LLC | 259,230 | $17.0M | 11.71% | +97,516+60.3% | Added |
| Austin Wealth Management, LLC | 268,994 | $17.5M | 3.12% | +6,962+2.7% | Added |
| Brandywine Oak Private Wealth LLC | 276,413 | $18.1M | 1.68% | −9,659−3.4% | Reduced |
| McMorgan & Co LLC | 286,658 | $18.8M | 2.77% | −17,935−5.9% | Reduced |
| Nissay Asset Management Corp | 298,673 | $19.6M | 0.11% | +142,093+90.7% | Added |
| CI Private Wealth, LLC | 315,597 | $20.7M | 0.03% | +296,873+1,585.5% | Added |
| Cetera Investment Advisers | 324,972 | $21.3M | 0.04% | −1,433−0.4% | Reduced |
| Assetmark, Inc | 338,768 | $22.2M | 0.05% | −141,776−29.5% | Reduced |
| Baird Financial Group, Inc. | 350,031 | $22.9M | 0.04% | −121,699−25.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 352,788 | $23.1M | 0.02% | +9,417+2.7% | Added |
| Advisor Group Holdings, Inc. | 354,630 | $23.2M | 0.04% | −138,129−28.0% | Reduced |
| E Fund Management Co., Ltd. | 360,915 | $23.6M | 1.13% | +299,545+488.1% | Added |
| Mission Creek Capital Partners, Inc. | 372,397 | $24.4M | 5.42% | +98,675+36.0% | Added |
| SBI Securities Co., Ltd. | 383,863 | $25.2M | 0.72% | +32,412+9.2% | Added |
| Evernest Financial Advisors, LLC | 396,942 | $26.0M | 8.42% | +25,575+6.9% | Added |
| Bank of Nova Scotia | 400,000 | $26.2M | 0.05% | +400,000 | New |
| Bangor Savings Bank | 424,871 | $27.8M | 2.49% | +9,675+2.3% | Added |
| Sentinel Pension Advisors Inc | 440,498 | $28.9M | 4.86% | +1240.0% | Added |
| Main Street Research LLC | 448,487 | $29.4M | 1.83% | +448,487 | New |
| SNS Financial Group, LLC | 448,756 | $29.4M | 2.80% | −16,093−3.5% | Reduced |
| Cresset Asset Management, LLC | 457,396 | $30.0M | 0.15% | +2,462+0.5% | Added |
| Tradewinds Capital Management, LLC | 461,077 | $30.2M | 7.60% | −46,325−9.1% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 468,121 | $30.7M | 0.87% | +8,795+1.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 470,899 | $30.9M | 0.09% | +64,023+15.7% | Added |
| Diversify Advisory Services, LLC | 469,752 | $31.1M | 1.19% | +459,697+4,571.8% | Added |
| MBL Wealth, LLC | 510,400 | $33.4M | 3.20% | −60,460−10.6% | Reduced |
| Farther Finance Advisors, LLC | 513,430 | $33.6M | 0.67% | +264,040+105.9% | Added |
| Confluence Investment Management LLC | 525,606 | $34.4M | 0.49% | +55,411+11.8% | Added |
| Burt Wealth Advisors | 538,098 | $35.3M | 8.06% | −5,627−1.0% | Reduced |
| Capital Planning Advisors, LLC | 550,270 | $36.1M | 5.29% | −88,713−13.9% | Reduced |
| Manufacturers Life Insurance Company, The | 553,879 | $36.3M | 0.03% | −90,212−14.0% | Reduced |
| American Investment Services, Inc. | 576,066 | $37.7M | 9.63% | −95,585−14.2% | Reduced |
| US Bancorp | 595,607 | $39.0M | 0.05% | +119,447+25.1% | Added |
| Quadrature Capital Ltd | 601,421 | $39.4M | 0.68% | +255,124+73.7% | Added |
| Rockefeller Capital Management L.P. | 617,924 | $40.5M | 0.09% | +310,843+101.2% | Added |
| Equitable Holdings, Inc. | 643,513 | $42.2M | 0.35% | −23,855−3.6% | Reduced |
| Parcion Private Wealth LLC | 662,568 | $43.4M | 3.10% | +7,526+1.1% | Added |
| Van Eck Associates Corp | 671,036 | $44.0M | 0.05% | 00.0% | Unchanged |
| Nepc LLC | 692,544 | $45.4M | 1.15% | +48,423+7.5% | Added |
| Fullerton Fund Management Co Ltd. | 704,331 | $46.1M | 1.87% | +372,823+112.5% | Added |
| Capitolis Liquid Global Markets LLC | 707,000 | $46.3M | 0.34% | +707,000 | New |
| Raymond James Financial Inc | 760,364 | $49.8M | 0.02% | −173,097−18.5% | Reduced |
| Great Valley Advisor Group, Inc. | 847,757 | $55.5M | 1.23% | −111,250−11.6% | Reduced |
| Richard C. Young & CO., LTD. | 850,512 | $55.7M | 5.51% | −10,996−1.3% | Reduced |
| Greenline Partners, LLC | 882,743 | $57.8M | 7.79% | −267,320−23.2% | Reduced |
| Gradient Investments LLC | 922,651 | $60.5M | 1.11% | +16,348+1.8% | Added |
| Toroso Investments, LLC | 946,772 | $62.0M | 0.41% | −202,156−17.6% | Reduced |
| Congress Wealth Management LLC | 947,412 | $62.1M | 0.60% | −148,629−13.6% | Reduced |
| Envestnet Asset Management Inc | 965,748 | $63.3M | 0.02% | −125,434−11.5% | Reduced |
| Private Advisor Group, LLC | 981,946 | $64.3M | 0.35% | +82,535+9.2% | Added |
| Bank of New York Mellon Corp | 1,002,538 | $65.7M | 0.01% | +72,077+7.7% | Added |
| Cohen & Steers, Inc. | 1,057,396 | $69.3M | 0.13% | −56,882−5.1% | Reduced |
| Cerity Partners LLC | 1,066,263 | $69.9M | 0.12% | +72,854+7.3% | Added |
| Royal Bank of Canada | 1,079,765 | $70.7M | 0.01% | +184,329+20.6% | Added |
| Benjamin Edwards Inc | 1,089,506 | $71.4M | 0.91% | +92,910+9.3% | Added |
| SEI Investments Co | 1,181,448 | $77.4M | 0.09% | +50,643+4.5% | Added |
| Hollow Brook Wealth Management LLC | 1,210,225 | $79.3M | 23.20% | +55,291+4.8% | Added |
| JPMorgan Chase & Co | 1,229,626 | $80.6M | 0.01% | −144,050−10.5% | Reduced |
| HighTower Advisors, LLC | 1,250,561 | $81.9M | 0.10% | +240,273+23.8% | Added |
| Resona Asset Management Co.,Ltd. | 1,295,200 | $83.9M | 0.41% | +336,700+35.1% | Added |
| Virtu Financial LLC | 1,292,149 | $84.7M | 4.33% | +1,292,149 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 1,344,268 | $88.1M | 0.17% | +191,591+16.6% | Added |
| Charles Schwab Investment Management Inc | 1,348,849 | $88.4M | 0.02% | +292,933+27.7% | Added |
| Strategic Financial Services, Inc, | 1,389,765 | $91.1M | 4.90% | −149,389−9.7% | Reduced |
| Evergreen Quality Fund GP, Ltd. | 1,520,300 | $99.6M | 3.08% | +1,520,300 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 1,535,510 | $100.6M | 0.91% | +132,900+9.5% | Added |
| Stifel Financial Corp | 1,751,233 | $114.7M | 0.11% | +80,096+4.8% | Added |
| 3EDGE Asset Management, LP | 2,211,620 | $144.9M | 9.01% | +664,523+43.0% | Added |
| Ameriprise Financial Inc | 2,429,541 | $159.1M | 0.04% | +229,479+10.4% | Added |
| LPL Financial LLC | 2,652,213 | $173.8M | 0.06% | −63,539−2.3% | Reduced |
| State Street Corp | 2,695,268 | $176.6M | 0.01% | +8,380+0.3% | Added |
| UBS Group AG | 3,056,738 | $200.3M | 0.04% | −43,934−1.4% | Reduced |
| Principal Financial Group Inc | 3,176,866 | $208.1M | 0.11% | +447,650+16.4% | Added |
| Cassaday & Co Wealth Management LLC | 3,406,349 | $223.2M | 5.59% | −2,321,003−40.5% | Reduced |
| Asset Management One Co.,Ltd. | 4,055,562 | $265.7M | 0.83% | +51,172+1.3% | Added |
| Wells Fargo & Company | 4,351,023 | $285.1M | 0.06% | +3,048,824+234.1% | Added |
| Empower Advisory Group, LLC | 5,128,539 | $336.0M | 1.01% | +5,128,539 | New |
| Bank of America Corp | 5,730,898 | $375.5M | 0.03% | −739,000−11.4% | Reduced |
| Evoke Wealth, LLC | 7,030,213 | $460.6M | 10.80% | +185,643+2.7% | Added |