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 |
|---|---|---|---|---|---|
| Commonwealth Equity Services, LLC | 196,813 | $12.9M | 0.02% | +12,890+7.0% | Added |
| Altfest L J & Co Inc | 195,083 | $12.8M | 1.51% | +195,083 | New |
| Penserra Capital Management LLC | 194,873 | $12.8M | 0.18% | −48,022−19.8% | Reduced |
| China Universal Asset Management Co., Ltd. | 189,200 | $12.4M | 1.17% | +55,000+41.0% | Added |
| Harbor Investment Advisory, LLC | 183,454 | $12.0M | 1.07% | +2,076+1.1% | Added |
| Sage Private Wealth Group, LLC | 175,961 | $11.5M | 7.39% | +175,961 | New |
| Alaska Permanent Fund Corp | 171,000 | $11.1M | 0.66% | 00.0% | Unchanged |
| AE Wealth Management LLC | 169,492 | $11.1M | 0.08% | −6,625−3.8% | Reduced |
| Avid Wealth Partners LLC | 156,521 | $10.3M | 5.87% | +500+0.3% | Added |
| New Perspectives, Inc | 155,170 | $10.2M | 5.03% | +89,586+136.6% | Added |
| Stratos Wealth Partners, LTD. | 152,671 | $10.0M | 0.14% | −9,734−6.0% | Reduced |
| GWM Advisors LLC | 152,610 | $10.0M | 0.05% | +68,786+82.1% | Added |
| Toronto Dominion Bank | 150,000 | $9.83M | 0.02% | +150,000 | New |
| B&D White Capital Company, LLC | 147,373 | $9.66M | 1.47% | +147,373 | New |
| Quent Capital, LLC | 147,096 | $9.64M | 0.93% | +13,824+10.4% | Added |
| Kestra Advisory Services, LLC | 145,756 | $9.55M | 0.05% | +57,829+65.8% | Added |
| Buck Wealth Strategies, LLC | 139,967 | $9.17M | 1.40% | +9,334+7.1% | Added |
| R. W. Roge & Company, Inc. | 139,287 | $9.13M | 5.18% | −20,377−12.8% | Reduced |
| Sterling Investment Advisors, Ltd. | 136,742 | $8.96M | 1.96% | −22,906−14.3% | Reduced |
| Retirement Income Solutions, Inc | 135,221 | $8.86M | 1.63% | +337+0.2% | Added |
| Synovus Financial Corp | 134,697 | $8.83M | 0.11% | +5,682+4.4% | Added |
| Wealth Advisory Solutions, LLC | 130,906 | $8.58M | 2.17% | −2,157−1.6% | Reduced |
| Truist Financial Corp | 129,953 | $8.51M | 0.01% | −8,642−6.2% | Reduced |
| Lam Group, Inc. | 129,885 | $8.51M | 5.69% | +22,425+20.9% | Added |
| AIFG Consultants Ltd. | 129,013 | $8.45M | 16.48% | −14,874−10.3% | Reduced |
| CWM, LLC | 128,451 | $8.42M | 0.03% | +126,331+5,959.0% | Added |
| Hudson Capital Management LLC | 127,253 | $8.34M | 2.37% | −3,043−2.3% | Reduced |
| Accretive Wealth Partners, LLC | 126,953 | $8.32M | 2.73% | +2,301+1.8% | Added |
| Cardinal Strategic Wealth Guidance | 126,347 | $8.28M | 2.39% | +45,705+56.7% | Added |
| Journey Strategic Wealth LLC | 123,689 | $8.10M | 0.26% | −13,570−9.9% | Reduced |
| Stratos Wealth Advisors, LLC | 121,606 | $7.97M | 0.42% | +23,276+23.7% | Added |
| CFS Investment Advisory Services, LLC | 120,334 | $7.88M | 0.65% | −25,044−17.2% | Reduced |
| Chatham Capital Group, Inc. | 119,321 | $7.82M | 1.19% | −4,970−4.0% | Reduced |
| Abound Financial, LLC | 118,722 | $7.78M | 3.42% | +27,528+30.2% | Added |
| Copley Financial Group, Inc. | 118,533 | $7.77M | 5.76% | −3,984−3.3% | Reduced |
| Versant Capital Management, Inc | 116,397 | $7.63M | 1.16% | −8,068−6.5% | Reduced |
| Financial Enhancement Group LLC | 108,411 | $7.21M | 1.03% | −1,890−1.7% | Reduced |
| Austin Private Wealth, LLC | 109,651 | $7.18M | 0.57% | −43,227−28.3% | Reduced |
| AMJ Financial Wealth Management | 109,407 | $7.17M | 1.81% | −8,984−7.6% | Reduced |
| PFG Advisors | 108,805 | $7.13M | 0.34% | −2,954−2.6% | Reduced |
| Evercore Wealth Management, LLC | 108,435 | $7.10M | 0.11% | +47,225+77.2% | Added |
| Managed Asset Portfolios, LLC | 108,326 | $7.10M | 0.92% | −2,417−2.2% | Reduced |
| Alliance Wealth Advisors, LLC | 107,086 | $7.02M | 1.73% | +35,463+49.5% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 105,753 | $6.93M | 0.24% | −4,858−4.4% | Reduced |
| Zhang Financial LLC | 104,889 | $6.87M | 0.32% | +600+0.6% | Added |
| Avantax Advisory Services, Inc. | 104,763 | $6.86M | 0.04% | −3,211−3.0% | Reduced |
| Inspirion Wealth Advisors, LLC | 103,557 | $6.79M | 0.90% | +956+0.9% | Added |
| Archford Capital Strategies, LLC | 103,167 | $6.76M | 0.86% | −4,821−4.5% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 102,368 | $6.71M | 0.44% | +68,257+200.1% | Added |
| Brookstone Capital Management | 101,121 | $6.63M | 0.09% | +2,796+2.8% | Added |
| Beaumont Financial Advisors, LLC | 99,954 | $6.55M | 0.47% | −23,154−18.8% | Reduced |
| Clark Capital Management Group, Inc. | 99,251 | $6.50M | 0.05% | +21,607+27.8% | Added |
| Fiducient Advisors LLC | 96,619 | $6.33M | 0.77% | +96,619 | New |
| Walkner Condon Financial Advisors LLC | 96,609 | $6.33M | 1.16% | +1,498+1.6% | Added |
| Avos Capital Management, LLC | 96,276 | $6.31M | 3.60% | +5,851+6.5% | Added |
| Purus Wealth Management, LLC | 96,247 | $6.31M | 2.19% | +1,074+1.1% | Added |
| Integrity Wealth Solutions LLC | 95,340 | $6.25M | 3.05% | −6,272−6.2% | Reduced |
| HRT Financial LP | 92,463 | $6.06M | 0.03% | +92,463 | New |
| Transamerica Financial Advisors, Inc. | 91,994 | $6.03M | 0.57% | +118+0.1% | Added |
| Main Street Financial Solutions, LLC | 90,841 | $5.95M | 0.43% | −18,163−16.7% | Reduced |
| Quantum Financial Advisors, LLC | 90,744 | $5.95M | 0.80% | +90,744 | New |
| JNBA Financial Advisors | 89,933 | $5.89M | 0.57% | −10,349−10.3% | Reduced |
| Team Financial Group, LLC | 88,974 | $5.83M | 2.87% | +4,760+5.7% | Added |
| Stapp Wealth Management, PLLC | 88,390 | $5.79M | 8.33% | −16,334−15.6% | Reduced |
| Money Concepts Capital Corp | 84,972 | $5.57M | 0.37% | −10,882−11.4% | Reduced |
| Change Path, LLC | 83,613 | $5.48M | 0.14% | +16,638+24.8% | Added |
| Glenview Trust Co | 83,235 | $5.45M | 0.09% | −36,120−30.3% | Reduced |
| Lodestar Private Asset Management LLC | 83,169 | $5.45M | 0.63% | +2,385+3.0% | Added |
| Courier Capital LLC | 82,864 | $5.43M | 0.33% | +5,698+7.4% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 82,139 | $5.35M | 0.01% | +13,894+20.4% | Added |
| TD Waterhouse Canada Inc. | 80,583 | $5.32M | 0.04% | +359+0.4% | Added |
| Upper Left Wealth Management, LLC | 81,021 | $5.31M | 3.54% | −5,048−5.9% | Reduced |
| Fortis Advisors, LLC | 80,881 | $5.30M | 3.39% | −494−0.6% | Reduced |
| Cedar Point Capital Partners, LLC | 80,364 | $5.27M | 3.71% | −23,376−22.5% | Reduced |
| Baker Tilly Wealth Management, LLC | 79,918 | $5.24M | 1.87% | +14,598+22.3% | Added |
| Atria Wealth Solutions, Inc. | 75,332 | $5.07M | 0.11% | −45,589−37.7% | Reduced |
| Aptus Capital Advisors, LLC | 76,654 | $5.02M | 0.05% | +1,967+2.6% | Added |
| Atria Investments LLC | 75,232 | $4.93M | 0.06% | +39,853+112.6% | Added |
| Financial Guidance Group, Inc. | 75,196 | $4.93M | 2.39% | +1,967+2.7% | Added |
| Comerica Bank | 74,672 | $4.89M | 0.02% | +1,002+1.4% | Added |
| Horst & Graben Wealth Management LLC | 74,458 | $4.88M | 0.81% | −23,589−24.1% | Reduced |
| Portside Wealth Group, LLC | 73,470 | $4.81M | 0.71% | +21,530+41.5% | Added |
| Janney Montgomery Scott LLC | 73,375 | $4.81M | 0.01% | −7,091−8.8% | Reduced |
| KWB Wealth | 77,617 | $4.80M | 0.58% | +36,795+90.1% | Added |
| Financial Life Advisors | 72,781 | $4.77M | 1.63% | +16,497+29.3% | Added |
| Tidemark, LLC | 72,776 | $4.77M | 1.54% | −15,084−17.2% | Reduced |
| Park Avenue Securities LLC | 70,596 | $4.63M | 0.04% | −14,152−16.7% | Reduced |
| BKD Wealth Advisors, LLC | 70,131 | $4.59M | 0.10% | +2,863+4.3% | Added |
| Cabot Wealth Management Inc | 69,966 | $4.58M | 0.55% | +1,976+2.9% | Added |
| Bright Financial Advisors, Inc. | 69,276 | $4.54M | 2.52% | +798+1.2% | Added |
| Seven Post Investment Office LP | 68,825 | $4.51M | 1.70% | −249−0.4% | Reduced |
| Detalus Advisors, LLC | 67,894 | $4.45M | 1.29% | −1,367−2.0% | Reduced |
| Catalyst Capital Advisors LLC | 66,500 | $4.36M | 0.09% | −2,000−2.9% | Reduced |
| Integrated Advisors Network LLC | 66,399 | $4.35M | 0.20% | +2,625+4.1% | Added |
| Marble Harbor Investment Counsel, LLC | 66,375 | $4.35M | 0.47% | 00.0% | Unchanged |
| Segment Wealth Management, LLC | 66,259 | $4.34M | 0.28% | +105+0.2% | Added |
| Lynx Investment Advisory | 66,077 | $4.33M | 2.83% | −399−0.6% | Reduced |
| Certior Financial Group, LLC | 65,730 | $4.31M | 3.31% | +18,270+38.5% | Added |
| Royal Harbor Partners, LLC | 64,376 | $4.22M | 1.54% | +64,376 | New |
| Beckerman Institutional, LLC | 63,907 | $4.19M | 2.78% | −1,892−2.9% | Reduced |