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 |
|---|---|---|---|---|---|
| Frederick Financial Consultants, LLC | 12,315 | $806.9K | 0.50% | +3,762+44.0% | Added |
| Capital Analysts, LLC | 11,978 | $785.0K | 0.03% | −15−0.1% | Reduced |
| Lifelong Wealth Advisors, Inc. | 11,950 | $783.0K | 0.26% | −3,008−20.1% | Reduced |
| Destiny Capital Corp | 11,836 | $775.5K | 0.47% | −399−3.3% | Reduced |
| SWMG, LLC | 11,713 | $769.4K | 0.26% | +3,335+39.8% | Added |
| TownSquare Capital, LLC | 11,566 | $757.8K | 0.07% | −489,911−97.7% | Reduced |
| Cullen/Frost Bankers, Inc. | 11,481 | $752.2K | 0.01% | +4,930+75.3% | Added |
| Sigma Planning Corp | 11,352 | $743.8K | 0.02% | −317−2.7% | Reduced |
| Flagship Harbor Advisors, LLC | 11,332 | $742.5K | 0.04% | −59,861−84.1% | Reduced |
| Integrated Wealth Concepts LLC | 11,240 | $736.4K | 0.01% | +6,112+119.2% | Added |
| BlackRock, Inc. | 11,182 | $732.6K | 0.00% | −3,260−22.6% | Reduced |
| Sheets Smith Wealth Management | 11,068 | $725.2K | 0.08% | +147+1.3% | Added |
| MSH Capital Advisors LLC | 11,040 | $723.3K | 0.21% | +791+7.7% | Added |
| Michael B. Yongue | 11,024 | $722.3K | 0.54% | +11,024 | New |
| My Legacy Advisors, LLC | 10,883 | $716.4K | 0.26% | −2,911−21.1% | Reduced |
| Parallel Advisors, LLC | 10,933 | $716.3K | 0.01% | +9,601+720.8% | Added |
| Tokio Marine Asset Management Co Ltd | 10,900 | $714.2K | 0.03% | −1,300−10.7% | Reduced |
| Sage Mountain Advisors LLC | 10,830 | $709.6K | 0.05% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 10,779 | $706.2K | 0.01% | +10,779 | New |
| Tempus Wealth Planning, LLC | 10,487 | $687.1K | 0.17% | +264+2.6% | Added |
| Total Investment Management Inc | 10,447 | $684.5K | 0.10% | −3,022−22.4% | Reduced |
| Triumph Capital Management | 10,375 | $679.8K | 0.20% | +10,375 | New |
| JT Stratford LLC | 10,100 | $661.8K | 0.10% | −100−1.0% | Reduced |
| DeDora Capital, Inc. | 10,054 | $658.7K | 0.17% | +816+8.8% | Added |
| Creative Financial Designs Inc | 9,723 | $637.1K | 0.05% | −859−8.1% | Reduced |
| Sovereign Financial Group, Inc. | 9,569 | $627.0K | 0.13% | −817−7.9% | Reduced |
| FMR LLC | 9,516 | $623.5K | 0.00% | +1,861+24.3% | Added |
| Indiana Trust & Investment Management CO | 9,500 | $622.4K | 0.21% | 00.0% | Unchanged |
| YHB Investment Advisors, Inc. | 9,301 | $609.4K | 0.05% | +601+6.9% | Added |
| 4WEALTH Advisors, Inc. | 9,296 | $609.1K | 0.63% | −212−2.2% | Reduced |
| Redwood Investment Management, LLC | 9,219 | $604.0K | 0.06% | +9,219 | New |
| Clearstead Advisors, LLC | 9,189 | $602.1K | 0.01% | −2,115−18.7% | Reduced |
| Axxcess Wealth Management, LLC | 9,182 | $601.6K | 0.01% | −2,687−22.6% | Reduced |
| Middleton & Co Inc | 9,151 | $599.6K | 0.07% | 00.0% | Unchanged |
| Willis Johnson & Associates, Inc. | 9,071 | $594.3K | 0.04% | +9,071 | New |
| Gibbs Wealth Management | 8,945 | $586.1K | 0.11% | +2,690+43.0% | Added |
| Horan Securities, Inc. | 8,720 | $571.4K | 0.20% | +1,206+16.1% | Added |
| Mather Group, LLC. | 8,643 | $566.3K | 0.01% | +898+11.6% | Added |
| WealthPLAN Partners, LLC | 8,603 | $563.7K | 0.09% | −3,772−30.5% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 8,536 | $559.3K | 0.06% | −2,170−20.3% | Reduced |
| Smith Anglin Financial, LLC | 8,514 | $557.8K | 0.05% | −348−3.9% | Reduced |
| Avidian Wealth Solutions, LLC | 8,495 | $556.6K | 0.02% | −2,691−24.1% | Reduced |
| Alesco Advisors LLC | 8,470 | $555.0K | 0.02% | +8,470 | New |
| Dynamic Advisor Solutions LLC | 8,301 | $543.9K | 0.02% | +3,118+60.2% | Added |
| Crews Bank & Trust | 8,275 | $542.2K | 0.09% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 8,266 | $541.6K | 0.00% | +8,266 | New |
| Ancora Advisors, LLC | 8,219 | $538.5K | 0.01% | +31+0.4% | Added |
| Signet Financial Management, LLC | 8,175 | $535.6K | 0.07% | +270+3.4% | Added |
| Fundamentun, LLC | 8,162 | $534.8K | 0.02% | −3,960−32.7% | Reduced |
| Tudor Investment Corp Et Al | 8,032 | $526.3K | 0.00% | +8,032 | New |
| Strategic Blueprint, LLC | 8,004 | $524.4K | 0.03% | −2,289−22.2% | Reduced |
| Geneos Wealth Management Inc. | 7,986 | $523.2K | 0.01% | +7,683+2,535.6% | Added |
| Diversify Wealth Management, LLC | 7,885 | $522.5K | 0.03% | +1,217+18.3% | Added |
| MBE Wealth Management, LLC | 7,872 | $515.8K | 0.22% | +7,872 | New |
| Denver Wealth Management, Inc. | 7,793 | $510.6K | 0.21% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 7,791 | $510.5K | 0.01% | +7,791 | New |
| Perigon Wealth Management, LLC | 7,781 | $509.8K | 0.01% | +3,508+82.1% | Added |
| Advisors Capital Management, LLC | 7,596 | $497.7K | 0.01% | 00.0% | Unchanged |
| Tactive Advisors, LLC | 7,528 | $493.2K | 0.16% | +7,528 | New |
| Signal Advisors Wealth, LLC | 7,434 | $487.1K | 0.04% | +3,073+70.5% | Added |
| GWN Securities Inc. | 7,432 | $486.9K | 0.09% | +1,490+25.1% | Added |
| Intrua Financial, LLC | 7,277 | $476.8K | 0.07% | +75+1.0% | Added |
| Hamilton Capital, LLC | 7,176 | $470.2K | 0.03% | −455−6.0% | Reduced |
| Global View Capital Management LLC | 7,154 | $468.7K | 0.15% | −16,803−70.1% | Reduced |
| Alpha Financial Partners, LLC | 7,040 | $461.3K | 0.33% | +7,040 | New |
| Buckingham Strategic Partners | 7,029 | $460.5K | 0.01% | −128−1.8% | Reduced |
| Etesian Wealth Advisors, Inc. | 7,023 | $460.1K | 0.17% | −1,191−14.5% | Reduced |
| Clearview Wealth Advisors LLC | 7,019 | $459.9K | 0.32% | −2,542−26.6% | Reduced |
| K2 Financial Inc. | 6,900 | $455.1K | 0.40% | +6,900 | New |
| Principal Securities, Inc. | 6,864 | $449.7K | 0.01% | +2,160+45.9% | Added |
| Washington Trust Co | 6,823 | $447.0K | 0.02% | +1,269+22.8% | Added |
| Fiduciary Trust Co | 6,553 | $429.4K | 0.01% | −311−4.5% | Reduced |
| Oceanside Advisors LLC | 6,492 | $425.4K | 0.28% | −1,173−15.3% | Reduced |
| Modern Wealth Management, LLC | 6,485 | $424.9K | 0.01% | +2,681+70.5% | Added |
| Florida Financial Advisors, LLC | 6,399 | $419.3K | 0.14% | +2,308+56.4% | Added |
| Firethorn Wealth Partners, LLC | 6,312 | $413.6K | 0.18% | −1,551−19.7% | Reduced |
| HBW Advisory Services LLC | 6,272 | $410.9K | 0.05% | +1,047+20.0% | Added |
| Smartleaf Asset Management LLC | 6,334 | $410.3K | 0.04% | +5,802+1,090.6% | Added |
| Weil Company, Inc. | 6,248 | $409.4K | 0.11% | −2,013−24.4% | Reduced |
| Regimen Wealth, LLC | 6,219 | $407.5K | 0.13% | +1,915+44.5% | Added |
| Almanack Investment Partners, LLC. | 6,191 | $405.6K | 0.06% | +6,191 | New |
| Lee Financial Co | 6,188 | $405.4K | 0.06% | 00.0% | Unchanged |
| Requisite Capital Management, LLC | 6,139 | $402.2K | 0.09% | −3,144−33.9% | Reduced |
| Spectrum Planning & Advisory Services Inc. | 6,137 | $402.1K | 0.26% | −2,820−31.5% | Reduced |
| Sound View Wealth Advisors Group, LLC | 6,105 | $400.0K | 0.03% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 6,042 | $395.9K | 0.02% | −1,048−14.8% | Reduced |
| Clear Creek Financial Management, LLC | 5,967 | $391.0K | 0.04% | −2,131−26.3% | Reduced |
| Anchor Investment Management, LLC | 5,949 | $389.8K | 0.03% | 00.0% | Unchanged |
| Beacon Financial Advisory LLC | 5,938 | $389.1K | 0.10% | +366+6.6% | Added |
| Verdence Capital Advisors LLC | 5,857 | $383.8K | 0.03% | −1,443−19.8% | Reduced |
| Redhawk Wealth Advisors, Inc. | 5,840 | $382.6K | 0.05% | +1,216+26.3% | Added |
| Verus Capital Partners, LLC | 5,831 | $382.0K | 0.03% | +5,831 | New |
| Heritage Investors Management Corp | 5,760 | $377.0K | 0.01% | +75+1.3% | Added |
| Wealthcare Capital Partners, LLC | 5,717 | $374.6K | 0.19% | −2,231−28.1% | Reduced |
| Hobbs Wealth Management, LLC | 5,594 | $366.5K | 0.35% | −1,395−20.0% | Reduced |
| Comprehensive Money Management Services LLC | 5,579 | $365.5K | 0.28% | +1,300+30.4% | Added |
| Sutton Place Investors LLC | 5,517 | $361.5K | 0.22% | −1,926−25.9% | Reduced |
| McAdam, LLC | 5,511 | $361.1K | 0.02% | +5,511 | New |
| ShoreHaven Wealth Partners, LLC | 5,450 | $357.1K | 0.15% | 00.0% | Unchanged |
| Appleton Partners Inc | 5,420 | $355.0K | 0.03% | −208−3.7% | Reduced |