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 |
|---|---|---|---|---|---|
| Concurrent Investment Advisors, LLC | 5,408 | $354.4K | 0.01% | +5,408 | New |
| Bristlecone Advisors, LLC | 5,400 | $353.8K | 0.03% | +1,660+44.4% | Added |
| OMNI 360 Wealth, Inc. | 5,331 | $349.3K | 0.22% | +1,119+26.6% | Added |
| HM Payson & Co | 5,250 | $344.0K | 0.01% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 5,185 | $340.0K | 0.02% | +297+6.1% | Added |
| Elios Financial Group Inc. | 5,187 | $339.9K | 0.15% | +5,187 | New |
| Csenge Advisory Group | 5,155 | $336.3K | 0.02% | +5,155 | New |
| Blackston Financial Advisory Group, LLC | 5,127 | $335.9K | 0.21% | −322−5.9% | Reduced |
| Selective Wealth Management, Inc. | 5,111 | $335.5K | 0.12% | +626+14.0% | Added |
| Pineridge Advisors LLC | 5,059 | $331.5K | 0.12% | +31+0.6% | Added |
| Essential Partners LLC | 5,000 | $327.6K | 0.13% | +5,000 | New |
| LexAurum Advisors, LLC | 4,996 | $327.3K | 0.05% | +219+4.6% | Added |
| Capstone Financial Advisors, Inc. | 4,992 | $327.1K | 0.02% | +4,992 | New |
| XY Planning Network, Inc. | 4,990 | $326.9K | 0.11% | +4,990 | New |
| Spire Wealth Management | 4,987 | $326.7K | 0.01% | −296−5.6% | Reduced |
| Hengehold Capital Management LLC | 4,948 | $324.2K | 0.03% | +4,948 | New |
| Vermillion Wealth Management, Inc. | 4,942 | $323.8K | 0.15% | −1,570−24.1% | Reduced |
| Brookwood Investment Group LLC | 4,938 | $323.5K | 0.05% | +4,938 | New |
| Kaizen Financial Strategies | 4,928 | $322.9K | 0.16% | −145−2.9% | Reduced |
| Catalina Capital Group, LLC | 4,865 | $318.8K | 0.22% | −1,082−18.2% | Reduced |
| Triad Wealth Partners, LLC | 4,863 | $318.6K | 0.06% | +4,863 | New |
| Envestnet Portfolio Solutions, Inc. | 4,838 | $317.0K | 0.00% | −5,175−51.7% | Reduced |
| MKT Advisors LLC | 4,782 | $316.0K | 0.13% | −1,620−25.3% | Reduced |
| First Heartland Consultants, Inc. | 4,821 | $315.9K | 0.03% | +288+6.4% | Added |
| Eldridge Investment Advisors, Inc. | 4,812 | $315.3K | 0.07% | +378+8.5% | Added |
| RDA Financial Network | 4,788 | $313.7K | 0.08% | −1,386−22.4% | Reduced |
| Ausdal Financial Partners, Inc. | 4,730 | $309.9K | 0.02% | +297+6.7% | Added |
| Fullcircle Wealth LLC | 4,625 | $309.2K | 0.12% | −1,492−24.4% | Reduced |
| Soundwatch Capital LLC | 2,841 | $308.9K | 0.07% | +2,841 | New |
| Savant Capital, LLC | 4,711 | $308.7K | 0.00% | +4,711 | New |
| Interchange Capital Partners, LLC | 4,706 | $308.3K | 0.07% | +4,706 | New |
| Sowell Financial Services LLC | 4,683 | $306.8K | 0.01% | −266−5.4% | Reduced |
| VisionPoint Advisory Group, LLC | 4,650 | $304.7K | 0.07% | +4,650 | New |
| BKA Wealth Consulting, Inc. | 4,623 | $302.9K | 0.28% | +378+8.9% | Added |
| Access Investment Management LLC | 4,600 | $301.4K | 0.09% | +4,600 | New |
| AlTi Global, Inc. | 4,518 | $296.0K | 0.01% | 00.0% | Unchanged |
| First National Trust Co | 4,490 | $294.2K | 0.01% | +213+5.0% | Added |
| Arkadios Wealth Advisors | 4,455 | $291.9K | 0.01% | +4,455 | New |
| Gen-Wealth Partners Inc | 4,455 | $291.9K | 0.11% | −1,405−24.0% | Reduced |
| Wedbush Securities Inc | 4,442 | $291.0K | 0.01% | +1,071+31.8% | Added |
| Emergent Wealth Advisors, LLC | 4,441 | $291.0K | 0.19% | +196+4.6% | Added |
| Regions Financial Corp | 4,386 | $287.4K | 0.00% | +4,386 | New |
| Mosaic Family Wealth Partners, LLC | 4,351 | $285.1K | 0.04% | +4,351 | New |
| N.E.W. Advisory Services LLC | 4,349 | $284.9K | 0.03% | −713−14.1% | Reduced |
| Thoroughbred Financial Services, LLC | 4,286 | $280.0K | 0.02% | +4,286 | New |
| EP Wealth Advisors, LLC | 4,245 | $278.1K | 0.00% | −1,521−26.4% | Reduced |
| Net Worth Advisory Group | 4,214 | $276.1K | 0.06% | +4,214 | New |
| Greenleaf Trust | 4,204 | $275.4K | 0.00% | +4,204 | New |
| Peak Retirement Planning, Inc. | 4,184 | $274.1K | 0.11% | −78,769−95.0% | Reduced |
| Able Wealth Management LLC | 4,146 | $271.6K | 0.14% | +4,146 | New |
| Private Trust Co NA | 4,112 | $269.4K | 0.03% | +155+3.9% | Added |
| Noesis Capital Mangement Corp | 4,044 | $265.0K | 0.05% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 4,034 | $264.3K | 0.01% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 4,000 | $262.1K | 0.00% | +4,000 | New |
| Community Bank, N.A. | 3,991 | $261.5K | 0.03% | −244−5.8% | Reduced |
| Entruity Wealth, LLC | 3,987 | $261.2K | 0.22% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 3,985 | $261.1K | 0.04% | 00.0% | Unchanged |
| Investor's Fiduciary Advisor Network, LLC | 3,965 | $259.0K | 0.10% | +684+20.8% | Added |
| Richards, Merrill & Peterson, Inc. | 3,900 | $255.5K | 0.12% | 00.0% | Unchanged |
| Insigneo Advisory Services, LLC | 3,845 | $251.9K | 0.02% | +3,845 | New |
| Scott Marsh Financial, LLC | 3,841 | $251.7K | 0.09% | +3,841 | New |
| Wealthfront Advisers LLC | 3,837 | $251.4K | 0.00% | +3,837 | New |
| Paragon Advisors, LLC | 3,738 | $244.9K | 0.06% | 00.0% | Unchanged |
| Woodmont Investment Counsel LLC | 3,734 | $244.7K | 0.02% | +37+1.0% | Added |
| Betterment LLC | 3,685 | $241.0K | 0.00% | −7,577−67.3% | Reduced |
| Oregon Pacific Wealth Management, LLC | 3,670 | $240.5K | 0.23% | +11+0.3% | Added |
| WealthTrak Capital Management LLC | 3,618 | $237.1K | 0.20% | −676−15.7% | Reduced |
| Prospera Financial Services Inc | 3,613 | $236.7K | 0.00% | +3,613 | New |
| Fisher Asset Management, LLC | 3,599 | $235.9K | 0.00% | +3,599 | New |
| Barnett & Company, Inc. | 3,560 | $233.3K | 0.18% | −11−0.3% | Reduced |
| Silverlake Wealth Management LLC | 3,533 | $231.5K | 0.07% | +3,533 | New |
| International Private Wealth Advisors LLC | 3,498 | $229.2K | 0.20% | −1,944−35.7% | Reduced |
| Semmax Financial Advisors Inc. | 3,353 | $225.7K | 0.06% | −959−22.2% | Reduced |
| National Bank of Canada | 3,435 | $225.0K | 0.00% | −90,900−96.4% | Reduced |
| CMC Financial Group | 3,427 | $224.5K | 0.51% | +3,427 | New |
| Tranquility Partners, LLC | 3,383 | $221.7K | 0.08% | 00.0% | Unchanged |
| Manhattan West Asset Management, LLC | 3,373 | $221.0K | 0.05% | 00.0% | Unchanged |
| Novem Group | 3,366 | $220.5K | 0.03% | +3,366 | New |
| Fulton Breakefield Broenniman LLC | 3,285 | $215.2K | 0.01% | 00.0% | Unchanged |
| LongView Wealth Management | 3,267 | $214.1K | 0.06% | +3,267 | New |
| Professional Financial Advisors, LLC | 3,262 | $213.7K | 0.05% | +3,262 | New |
| Richardson Financial Services Inc. | 3,227 | $213.2K | 0.14% | −2,009−38.4% | Reduced |
| Walleye Capital LLC | 3,200 | $209.7K | 0.00% | +3,200 | New |
| Capital Squared Financial LLC | 3,184 | $208.6K | 0.24% | +3,184 | New |
| Savvy Advisors, Inc. | 3,152 | $206.5K | 0.01% | +3,152 | New |
| Bank of Montreal | 3,172 | $205.4K | 0.00% | +3,172 | New |
| Per Stirling Capital Management, LLC. | 3,132 | $205.2K | 0.03% | −15,913−83.6% | Reduced |
| Total Clarity Wealth Management, Inc. | 3,091 | $202.5K | 0.06% | +3,091 | New |
| Iron Financial, LLC | 3,087 | $202.3K | 0.11% | +3,087 | New |
| Wealthgarden F.S. LLC | 3,095 | $201.6K | 0.17% | −535−14.7% | Reduced |
| Stonebrook Private Inc. | 3,074 | $201.4K | 0.05% | +3,074 | New |
| Refined Wealth Management | 3,072 | $201.3K | 0.14% | +3,072 | New |
| Independent Advisor Alliance | 3,058 | $200.4K | 0.01% | +3,058 | New |
| Painted Porch Advisors LLC | 3,057 | $200.3K | 0.08% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 2,955 | $193.6K | 0.00% | +76+2.6% | Added |
| Birch Capital Management, LLC | 2,740 | $179.5K | 0.09% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 2,617 | $174.0K | 0.02% | +1,211+86.1% | Added |
| Fortitude Family Office, LLC | 2,600 | $170.4K | 0.06% | +2,600 | New |
| WestEnd Advisors, LLC | 2,393 | $156.8K | 0.00% | −3,242−57.5% | Reduced |
| Larson Financial Group LLC | 2,257 | $147.9K | 0.01% | −980−30.3% | Reduced |