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 |
|---|---|---|---|---|---|
| Hutchinson Capital Management | 25,437 | $1.67M | 0.30% | +25,437 | New |
| Leading Edge Financial Planning LLC | 25,311 | $1.66M | 0.46% | +1,109+4.6% | Added |
| One Charles Private Wealth Services, LLC | 25,310 | $1.66M | 0.47% | +623+2.5% | Added |
| Advisor Resource Council | 25,169 | $1.65M | 0.81% | −98,621−79.7% | Reduced |
| Biltmore Family Office, LLC | 25,126 | $1.65M | 0.28% | 00.0% | Unchanged |
| Prosperity Consulting Group, LLC | 24,953 | $1.63M | 0.12% | +7,320+41.5% | Added |
| Relyea Zuckerberg Hanson LLC | 24,876 | $1.63M | 0.19% | +8,072+48.0% | Added |
| Independent Financial Group, LLC | 24,633 | $1.61M | 0.04% | +10,825+78.4% | Added |
| Guggenheim Capital LLC | 24,416 | $1.60M | 0.01% | +24,416 | New |
| Sargent Investment Group, LLC | 23,625 | $1.58M | 0.21% | −4,105−14.8% | Reduced |
| Brown Miller Wealth Management, LLC | 23,753 | $1.56M | 0.48% | +46+0.2% | Added |
| Valicenti Advisory Services Inc | 23,739 | $1.55M | 0.36% | −482−2.0% | Reduced |
| Quartz Partners, LLC | 23,389 | $1.53M | 0.70% | +648+2.8% | Added |
| Vertex Planning Partners, LLC | 23,361 | $1.53M | 0.32% | −7,459−24.2% | Reduced |
| New England Private Wealth Advisors LLC | 22,863 | $1.48M | 0.22% | 00.0% | Unchanged |
| Simplicity Wealth,LLC | 22,492 | $1.47M | 0.06% | +22,492 | New |
| Vantage Point Financial LLC | 22,477 | $1.47M | 0.65% | +22,477 | New |
| Valtinson Bruner Financial Planning LLC | 22,286 | $1.46M | 0.46% | +7,254+48.3% | Added |
| Robinson Value Management, Ltd. | 22,106 | $1.45M | 0.91% | −5,661−20.4% | Reduced |
| HSBC Holdings PLC | 22,093 | $1.45M | 0.00% | +22,093 | New |
| Synergy Financial Management, LLC | 22,019 | $1.44M | 0.17% | +22,019 | New |
| Heritage Wealth Advisors | 21,975 | $1.44M | 0.07% | 00.0% | Unchanged |
| Hollencrest Capital Management | 21,891 | $1.43M | 0.06% | +10.0% | Added |
| Green Harvest Asset Management LLC | 21,853 | $1.43M | 0.03% | +818+3.9% | Added |
| CIBC Private Wealth Group, LLC | 21,780 | $1.43M | 0.00% | −385−1.7% | Reduced |
| Carret Asset Management, LLC | 21,609 | $1.42M | 0.15% | +623+3.0% | Added |
| Holistic Planning, LLC | 21,563 | $1.41M | 0.40% | −788−3.5% | Reduced |
| Norden Group LLC | 21,269 | $1.39M | 0.15% | +7,682+56.5% | Added |
| Perennial Investment Advisors, LLC | 21,217 | $1.39M | 0.13% | +5,414+34.3% | Added |
| Richard Bernstein Advisors LLC | 21,152 | $1.39M | 0.03% | −1,611−7.1% | Reduced |
| Astoria Portfolio Advisors LLC. | 20,497 | $1.37M | 0.38% | +366+1.8% | Added |
| Q3 Asset Management | 20,854 | $1.37M | 0.48% | −49,836−70.5% | Reduced |
| Hutchinson Financial Advisors, INC | 20,809 | $1.36M | 1.53% | +20,809 | New |
| Myecfo, LLC | 20,358 | $1.33M | 0.65% | +640+3.2% | Added |
| Freestone Capital Holdings, LLC | 20,166 | $1.32M | 0.04% | +20,166 | New |
| Pecaut & Co. | 19,947 | $1.31M | 0.43% | +2,343+13.3% | Added |
| Western Wealth Management, LLC | 19,892 | $1.30M | 0.08% | +11,345+132.7% | Added |
| Apeiron RIA LLC | 19,731 | $1.29M | 0.33% | +3,299+20.1% | Added |
| Petix & Botte Co | 19,624 | $1.29M | 0.32% | −772−3.8% | Reduced |
| Tocqueville Asset Management L.P. | 19,555 | $1.28M | 0.02% | −6,512−25.0% | Reduced |
| Caitlin John, LLC | 19,402 | $1.27M | 1.16% | +8,139+72.3% | Added |
| Maia Wealth LLC | 19,348 | $1.27M | 0.24% | +19,348 | New |
| MAI Capital Management | 19,342 | $1.27M | 0.01% | +473+2.5% | Added |
| Captrust Financial Advisors | 18,819 | $1.23M | 0.00% | +12,609+203.0% | Added |
| Good Life Advisors, LLC | 18,798 | $1.23M | 0.08% | +7,035+59.8% | Added |
| Diligent Investors, LLC | 18,711 | $1.23M | 0.29% | −1,000−5.1% | Reduced |
| Advyzon Investment Management, LLC | 18,522 | $1.21M | 0.27% | −2,196−10.6% | Reduced |
| Merkkuri Wealth Advisors LLC | 18,486 | $1.21M | 0.92% | −2,559−12.2% | Reduced |
| Tradewinds, LLC. | 18,486 | $1.21M | 0.92% | +18,486 | New |
| Nwam LLC | 18,500 | $1.21M | 0.07% | −961−4.9% | Reduced |
| S. R. Schill & Associates | 18,258 | $1.20M | 0.88% | −485−2.6% | Reduced |
| Continuum Advisory, LLC | 18,144 | $1.19M | 0.14% | +2,794+18.2% | Added |
| IFG Advisory, LLC | 18,127 | $1.19M | 0.06% | +8,937+97.2% | Added |
| Tradition Wealth Management, LLC | 17,838 | $1.17M | 0.09% | −6,556−26.9% | Reduced |
| J.W. Cole Advisors, Inc. | 17,688 | $1.16M | 0.02% | +11,528+187.1% | Added |
| Formidable Asset Management, LLC | 18,561 | $1.15M | 0.19% | 00.0% | Unchanged |
| CX Institutional | 17,411 | $1.14M | 0.04% | −2,333−11.8% | Reduced |
| WCG Wealth Advisors LLC | 17,331 | $1.14M | 0.07% | +2,176+14.4% | Added |
| Kendall Capital Management | 17,054 | $1.12M | 0.30% | −1,183−6.5% | Reduced |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 17,001 | $1.11M | 0.16% | +782+4.8% | Added |
| Mutual Advisors, LLC | 16,498 | $1.09M | 0.03% | +1,279+8.4% | Added |
| Brown Advisory Inc | 16,541 | $1.08M | 0.00% | −34−0.2% | Reduced |
| Atomi Financial Group, Inc. | 16,540 | $1.08M | 0.04% | −2,535−13.3% | Reduced |
| Boothbay Fund Management, LLC | 16,500 | $1.08M | 0.03% | +2,900+21.3% | Added |
| Rakuten Securities, Inc. | 16,203 | $1.06M | 0.42% | −21,890−57.5% | Reduced |
| Pathway Financial Advisors LLC | 16,195 | $1.06M | 0.16% | +1,786+12.4% | Added |
| Paladin Wealth, LLC | 16,128 | $1.06M | 0.82% | −405−2.4% | Reduced |
| Alpha Cubed Investments, LLC | 16,051 | $1.05M | 0.04% | +5,850+57.3% | Added |
| Collaborative Wealth Managment Inc. | 16,002 | $1.05M | 0.46% | +16,002 | New |
| Eagle Global Advisors LLC | 16,000 | $1.05M | 0.04% | 00.0% | Unchanged |
| Bravias Capital Group, LLC | 15,988 | $1.05M | 0.77% | −7,649−32.4% | Reduced |
| Wealth Management Nebraska | 15,847 | $1.03M | 0.14% | +15,847 | New |
| Balentine LLC | 15,616 | $1.02M | 0.04% | +15,616 | New |
| Mattson Financial Services, LLC | 15,605 | $1.02M | 0.28% | −505−3.1% | Reduced |
| Warren Averett Asset Management, LLC | 15,553 | $1.02M | 0.01% | +9,241+146.4% | Added |
| InTrack Investment Management Inc | 15,346 | $1.01M | 0.68% | +15,346 | New |
| First Financial Bank - Trust Division | 15,176 | $994.3K | 0.09% | +15,176 | New |
| Capital Management Associates, Inc | 14,924 | $977.8K | 0.31% | −14,526−49.3% | Reduced |
| Copia Wealth Management | 14,910 | $976.9K | 0.82% | −1,640−9.9% | Reduced |
| Tableaux LLC | 14,671 | $961.2K | 0.55% | −485−3.2% | Reduced |
| Clark Asset Management, LLC | 14,647 | $959.7K | 0.13% | 00.0% | Unchanged |
| Central Trust Co | 14,600 | $956.6K | 0.02% | 00.0% | Unchanged |
| Mitchell McLeod Pugh & Williams Inc | 14,328 | $938.8K | 0.17% | −229−1.6% | Reduced |
| Headlands Technologies LLC | 14,175 | $928.7K | 0.11% | +12,328+667.5% | Added |
| IFG Advisors, LLC | 14,113 | $924.7K | 0.16% | +2,499+21.5% | Added |
| Silver Oak Securities, Inc | 14,105 | $924.2K | 0.08% | +13,295+1,641.4% | Added |
| Marshall & Sterling Wealth Advisors Inc. | 13,956 | $914.4K | 0.62% | +2,657+23.5% | Added |
| M1 Capital Management LLC | 13,901 | $910.8K | 0.46% | −4,566−24.7% | Reduced |
| Auour Investments LLC | 13,897 | $910.5K | 0.31% | +76+0.5% | Added |
| Graypoint LLC | 13,764 | $901.8K | 0.05% | +13,764 | New |
| Breed's Hill Capital LLC | 13,617 | $892.2K | 0.43% | 00.0% | Unchanged |
| Waterloo Capital, L.P. | 13,497 | $884.3K | 0.07% | +802+6.3% | Added |
| Acorn Wealth Advisors, LLC | 13,320 | $872.7K | 0.32% | −155−1.2% | Reduced |
| Theory Financial LLC | 13,342 | $869.2K | 0.33% | −5,080−27.6% | Reduced |
| Absolute Capital Management, LLC | 13,136 | $860.7K | 0.43% | +13,136 | New |
| Financial Network Wealth Advisors LLC | 12,976 | $850.2K | 1.03% | +12,976 | New |
| U.S. Capital Wealth Advisors, LLC | 12,837 | $841.1K | 0.02% | −43−0.3% | Reduced |
| Excalibur Management Corp | 12,724 | $833.7K | 0.31% | +12,724 | New |
| Johnson Financial Group, Inc. | 12,674 | $830.4K | 0.04% | 00.0% | Unchanged |
| AlphaStar Capital Management, LLC | 12,605 | $825.9K | 0.06% | +12,605 | New |