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 |
|---|---|---|---|---|---|
| NDVR, Inc. | 62,736 | $4.11M | 3.85% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 61,980 | $4.06M | 0.05% | −3,621−5.5% | Reduced |
| Joseph Group Capital Management | 60,412 | $3.96M | 1.33% | −13,215−17.9% | Reduced |
| Scotia Capital Inc. | 60,134 | $3.94M | 0.02% | +24,575+69.1% | Added |
| Kestra Private Wealth Services, LLC | 59,973 | $3.93M | 0.06% | +16,146+36.8% | Added |
| Foundations Investment Advisors, LLC | 59,590 | $3.90M | 0.06% | +5,182+9.5% | Added |
| Adviser Investments LLC | 59,518 | $3.90M | 0.05% | +25,453+74.7% | Added |
| UMA Financial Services, Inc. | 59,304 | $3.89M | 0.61% | −23,864−28.7% | Reduced |
| Kraematon Investment Advisors, Inc | 59,204 | $3.88M | 3.66% | +557+0.9% | Added |
| Compass Wealth Management, LLC | 58,965 | $3.86M | 2.07% | +58,965 | New |
| One Wealth Advisors, LLC | 58,099 | $3.81M | 0.53% | −20,995−26.5% | Reduced |
| Transce3nd, LLC | 57,570 | $3.77M | 1.59% | +3,256+6.0% | Added |
| Entrewealth, LLC | 57,499 | $3.77M | 2.61% | +1,419+2.5% | Added |
| Hobbs Group Advisors, LLC | 57,280 | $3.75M | 1.28% | −17,643−23.5% | Reduced |
| Baker Ellis Asset Management LLC | 57,000 | $3.73M | 0.51% | +350+0.6% | Added |
| Mercer Global Advisors Inc | 56,931 | $3.73M | 0.01% | +11,160+24.4% | Added |
| Susquehanna International Group, LLP | 56,492 | $3.70M | 0.01% | +863+1.6% | Added |
| Keudell/Morrison Wealth Management | 55,173 | $3.61M | 0.80% | −203,079−78.6% | Reduced |
| Harbour Investments, Inc. | 54,487 | $3.57M | 0.09% | +3,803+7.5% | Added |
| Advisory Services Network, LLC | 54,776 | $3.57M | 0.06% | +40,851+293.4% | Added |
| Motiv8 Investments LLC | 54,453 | $3.57M | 2.18% | −15,827−22.5% | Reduced |
| Penobscot Wealth Management | 53,949 | $3.53M | 1.27% | +347+0.6% | Added |
| Wealthcare Advisory Partners LLC | 53,873 | $3.53M | 0.08% | −3,233−5.7% | Reduced |
| Stansberry Asset Management, LLC | 53,858 | $3.53M | 0.39% | +4,080+8.2% | Added |
| Lido Advisors, LLC | 52,772 | $3.46M | 0.02% | +46,059+686.1% | Added |
| Citadel Advisors LLC | 51,842 | $3.40M | 0.00% | −173,691−77.0% | Reduced |
| Brown Brothers Harriman & Co | 51,459 | $3.37M | 0.02% | +16,769+48.3% | Added |
| Bush Investment Group, LLC | 51,199 | $3.35M | 2.25% | −14,429−22.0% | Reduced |
| Compass Ion Advisors, LLC | 50,876 | $3.33M | 0.36% | +9,221+22.1% | Added |
| MONECO Advisors, LLC | 50,388 | $3.30M | 0.31% | +1,913+3.9% | Added |
| Talon Private Wealth, LLC | 50,382 | $3.30M | 0.45% | +8,739+21.0% | Added |
| Integrity Alliance, LLC. | 50,020 | $3.28M | 0.18% | −51,998−51.0% | Reduced |
| Apella Capital, LLC | 49,530 | $3.27M | 0.09% | +29,352+145.5% | Added |
| Essex Financial Services, Inc. | 49,948 | $3.27M | 0.21% | −1,968−3.8% | Reduced |
| Jacobi Capital Management LLC | 48,244 | $3.16M | 0.21% | +2,943+6.5% | Added |
| RSM US Wealth Management LLC | 48,102 | $3.15M | 0.04% | −571−1.2% | Reduced |
| Ci Investments Inc. | 47,534 | $3.11M | 0.01% | 00.0% | Unchanged |
| Franklin Resources Inc | 47,276 | $3.10M | 0.00% | −440−0.9% | Reduced |
| Tennessee Valley Asset Management Partners | 46,986 | $3.08M | 0.78% | +1,401+3.1% | Added |
| Paul R. Ried Financial Group, LLC | 46,944 | $3.08M | 1.86% | −7,249−13.4% | Reduced |
| Merit Financial Group, LLC | 46,559 | $3.05M | 0.03% | +10,510+29.2% | Added |
| Jones Financial Companies LLLP | 46,982 | $3.04M | 0.00% | +4,598+10.8% | Added |
| Bridgewater Advisors Inc. | 46,001 | $3.03M | 0.23% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 46,040 | $3.02M | 0.21% | +9,070+24.5% | Added |
| Copperwynd Financial, LLC | 45,065 | $2.95M | 0.74% | −5,578−11.0% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 44,296 | $2.90M | 0.54% | +1,927+4.5% | Added |
| Creative Planning | 43,523 | $2.85M | 0.00% | −46,306−51.5% | Reduced |
| Horizon Financial Services, LLC | 42,854 | $2.81M | 1.49% | −5,615−11.6% | Reduced |
| Jump Financial, LLC | 42,431 | $2.78M | 0.03% | +530+1.3% | Added |
| Ameritas Advisory Services, LLC | 42,175 | $2.76M | 0.14% | +42,175 | New |
| Thrive Capital Management, LLC | 41,949 | $2.75M | 0.86% | +23,803+131.2% | Added |
| Global Retirement Partners, LLC | 41,435 | $2.71M | 0.07% | +41,435 | New |
| Mills Wealth Advisors LLC | 41,098 | $2.69M | 1.23% | −3,609−8.1% | Reduced |
| Shira Ridge Wealth Management | 40,516 | $2.65M | 1.21% | +5,297+15.0% | Added |
| Steward Partners Investment Advisory, LLC | 39,849 | $2.61M | 0.02% | −2,926−6.8% | Reduced |
| Brinker Capital Investments, LLC | 38,148 | $2.50M | 0.02% | +9,732+34.2% | Added |
| KPP Advisory Services LLC | 37,402 | $2.45M | 0.40% | +2,084+5.9% | Added |
| Public Employees Retirement System of Ohio | 37,200 | $2.44M | 0.01% | 00.0% | Unchanged |
| McNaughton Wealth Management, LLC | 37,018 | $2.43M | 1.08% | −2,364−6.0% | Reduced |
| WBH Advisory Inc | 36,485 | $2.39M | 0.20% | +2,231+6.5% | Added |
| Matrix Trust Co | 36,190 | $2.37M | 0.38% | +18,002+99.0% | Added |
| Pitcairn Co | 35,293 | $2.31M | 0.15% | +35,293 | New |
| Olympus Wealth Management, LLC | 34,845 | $2.28M | 0.77% | +14,747+73.4% | Added |
| WFA of San Diego, LLC | 34,426 | $2.26M | 1.66% | +34,426 | New |
| Nomura Asset Management Co Ltd | 33,900 | $2.22M | 0.01% | −1,400−4.0% | Reduced |
| Milestones Private Investment Advisors LLC | 33,834 | $2.22M | 1.64% | +33,834 | New |
| Patten Group, Inc. | 33,691 | $2.21M | 0.47% | +8,838+35.6% | Added |
| Beacon Pointe Advisors, LLC | 33,405 | $2.19M | 0.02% | −1,236−3.6% | Reduced |
| Legacy Capital Wealth Partners, LLC | 32,922 | $2.16M | 0.49% | +153+0.5% | Added |
| Two Sigma Securities, LLC | 32,772 | $2.15M | 0.26% | +18,003+121.9% | Added |
| SeaCrest Wealth Management, LLC | 31,216 | $2.05M | 0.22% | +16,252+108.6% | Added |
| Genesis Wealth Advisors, LLC | 31,195 | $2.04M | 1.53% | −4,360−12.3% | Reduced |
| Leo Wealth, LLC | 30,845 | $2.02M | 0.16% | +1,937+6.7% | Added |
| IFP Advisors, Inc | 30,730 | $2.01M | 0.06% | +5,988+24.2% | Added |
| Cambridge Associates LLC | 30,631 | $2.01M | 0.04% | 00.0% | Unchanged |
| Gradient Capital Advisors, LLC | 30,003 | $1.97M | 0.58% | −1,768−5.6% | Reduced |
| Sovran Advisors, LLC | 29,897 | $1.96M | 0.20% | −11,439−27.7% | Reduced |
| Mayflower Financial Advisors, LLC | 29,732 | $1.95M | 0.27% | −6,455−17.8% | Reduced |
| BlackDiamond Wealth Management Inc. | 29,455 | $1.95M | 1.12% | −464−1.6% | Reduced |
| Valmark Advisers, Inc. | 29,509 | $1.93M | 0.03% | +5,860+24.8% | Added |
| Forbes J M & Co LLP | 28,711 | $1.88M | 0.17% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 28,537 | $1.87M | 0.05% | +1,498+5.5% | Added |
| Ashton Thomas Private Wealth, LLC | 28,419 | $1.86M | 0.07% | +803+2.9% | Added |
| Brown Financial Advisors | 28,282 | $1.85M | 0.72% | −649−2.2% | Reduced |
| Aspetuck Financial Management LLC | 28,212 | $1.85M | 1.39% | +1,023+3.8% | Added |
| Visionary Wealth Advisors | 27,942 | $1.83M | 0.09% | +1,976+7.6% | Added |
| Wallace Advisory Group, LLC | 29,355 | $1.82M | 1.32% | −1,450−4.7% | Reduced |
| Kickstand Ventures, LLC. | 27,437 | $1.80M | 0.42% | −4,332−13.6% | Reduced |
| Caldwell Trust Co | 27,051 | $1.77M | 0.18% | +9,080+50.5% | Added |
| PDS Planning, Inc | 26,930 | $1.76M | 0.13% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 26,506 | $1.74M | 0.03% | +13,596+105.3% | Added |
| Magnolia Private Wealth, LLC | 26,462 | $1.73M | 1.34% | +8,961+51.2% | Added |
| AMG National Trust Bank | 26,245 | $1.72M | 0.05% | +7,175+37.6% | Added |
| Apollon Wealth Management, LLC | 26,244 | $1.72M | 0.03% | +26,244 | New |
| MidWestOne Financial Group, Inc. | 26,225 | $1.72M | 0.22% | +6,945+36.0% | Added |
| Choate Investment Advisors | 25,977 | $1.70M | 0.04% | +1,169+4.7% | Added |
| Focus Financial Network, Inc. | 25,937 | $1.70M | 0.07% | −8,037−23.7% | Reduced |
| AQR Capital Management LLC | 25,861 | $1.69M | 0.00% | +1,815+7.5% | Added |
| Allworth Financial LP | 25,656 | $1.68M | 0.01% | +23,008+868.9% | Added |
| Whittier Trust Co of Nevada Inc | 25,500 | $1.67M | 0.04% | 00.0% | Unchanged |