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 |
|---|---|---|---|---|---|
| Compass Financial Services Inc | 2,247 | $147.2K | 0.07% | −5,883−72.4% | Reduced |
| Washington Trust Advisors, Inc. | 2,184 | $143.1K | 0.01% | +75+3.6% | Added |
| Rosenberg Matthew Hamilton | 2,162 | $141.7K | 0.03% | +249+13.0% | Added |
| BFSG, LLC | 1,877 | $123.0K | 0.01% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 1,855 | $121.5K | 0.31% | +3+0.2% | Added |
| Parkside Financial Bank & Trust | 1,664 | $109.0K | 0.01% | 00.0% | Unchanged |
| Maseco LLP | 1,570 | $102.8K | 0.00% | +1,570 | New |
| FWL Investment Management, LLC | 1,536 | $100.6K | 0.03% | −64−4.0% | Reduced |
| Private Wealth Asset Management, LLC | 1,400 | $91.7K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,386 | $90.8K | 0.00% | +130+10.4% | Added |
| GPS Wealth Strategies Group, LLC | 1,350 | $88.5K | 0.01% | 00.0% | Unchanged |
| Trust Co of Vermont | 1,263 | $82.8K | 0.00% | +635+101.1% | Added |
| Glass Jacobson Investment Advisors llc | 1,211 | $79.3K | 0.03% | −218−15.3% | Reduced |
| Strategic Wealth Partners, Ltd. | 1,135 | $74.4K | 0.01% | +1,135 | New |
| Northwest Capital Management Inc | 1,022 | $67.0K | 0.04% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 1,020 | $66.8K | 0.03% | 00.0% | Unchanged |
| Glenmede Investment Management, LP | 1,000 | $65.5K | 0.00% | +1,000 | New |
| Highline Wealth Partners LLC | 985 | $64.5K | 0.02% | +985 | New |
| NBT Bank N A | 913 | $59.8K | 0.00% | +5+0.6% | Added |
| First Community Trust NA | 874 | $57.3K | 0.05% | +3+0.3% | Added |
| Key Financial Inc | 837 | $54.8K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 825 | $54.1K | 0.00% | 00.0% | Unchanged |
| Bulwark Capital Corp | 671 | $44.0K | 0.04% | +671 | New |
| Beaird Harris Wealth Management, LLC | 662 | $43.4K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 660 | $43.2K | 0.01% | −237−26.4% | Reduced |
| Sound Income Strategies, LLC | 635 | $41.6K | 0.00% | −197−23.7% | Reduced |
| IAG Wealth Partners, LLC | 617 | $40.4K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 595 | $39.0K | 0.00% | +175+41.7% | Added |
| Beacon Capital Management, LLC | 581 | $38.1K | 0.01% | +581 | New |
| NBC Securities, Inc. | 561 | $36.0K | 0.00% | +511+1,022.0% | Added |
| GAMMA Investing LLC | 476 | $31.2K | 0.00% | 00.0% | Unchanged |
| Mid-American Wealth Advisory Group, Inc. | 476 | $31.2K | 0.01% | +476 | New |
| Atlantic Union Bankshares Corp | 473 | $31.0K | 0.00% | +473 | New |
| The PNC Financial Services Group, Inc. | 467 | $30.6K | 0.00% | −4,575−90.7% | Reduced |
| WPG Advisers, LLC | 453 | $29.7K | 0.03% | +453 | New |
| Plante Moran Financial Advisors, LLC | 449 | $29.4K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 418 | $27.6K | 0.01% | +418 | New |
| EverSource Wealth Advisors, LLC | 419 | $27.5K | 0.00% | −673−61.6% | Reduced |
| Bokf, NA | 400 | $26.2K | 0.00% | +400 | New |
| GeoWealth Management, LLC | 325 | $21.3K | 0.00% | −54,750−99.4% | Reduced |
| Evolution Wealth Management Inc. | 316 | $20.7K | 0.03% | +316 | New |
| Skopos Labs, Inc. | 315 | $20.6K | 0.00% | +315 | New |
| Costello Asset Management, INC | 304 | $19.9K | 0.01% | 00.0% | Unchanged |
| Groupe la Francaise | 300 | $19.7K | 0.00% | +300 | New |
| TD Capital Management LLC | 271 | $17.8K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 236 | $15.5K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 234 | $15.3K | 0.01% | +20+9.3% | Added |
| Main Street Group, LTD | 227 | $14.9K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 217 | $14.2K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 215 | $14.1K | 0.00% | +215 | New |
| Quest 10 Wealth Builders, Inc. | 214 | $14.0K | 0.01% | −13−5.7% | Reduced |
| Salem Investment Counselors Inc | 200 | $13.1K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 169 | $11.1K | 0.00% | −100−37.2% | Reduced |
| Cape Investment Advisory, Inc. | 168 | $11.0K | 0.00% | +68+68.0% | Added |
| Archer Investment Corp | 155 | $10.2K | 0.00% | 00.0% | Unchanged |
| Minot DeBlois Advisors LLC | 150 | $9.83K | 0.01% | 00.0% | Unchanged |
| Deane Retirement Strategies, Inc. | 148 | $9.70K | 0.00% | −16−9.8% | Reduced |
| Bartlett & Co. Wealth Management LLC | 148 | $9.70K | 0.00% | +148 | New |
| Pacifica Partners Inc. | 140 | $9.07K | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 130 | $8.52K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 125 | $8.19K | 0.00% | 00.0% | Unchanged |
| Accredited Wealth Management, LLC | 125 | $8.19K | 0.01% | +125 | New |
| Gould Capital, LLC | 108 | $7.08K | 0.00% | +108 | New |
| Hantz Financial Services, Inc. | 100 | $7.00K | 0.00% | +100 | New |
| AdvisorNet Financial, Inc | 104 | $6.81K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 101 | $6.62K | 0.00% | 00.0% | Unchanged |
| Kiker Wealth Management, LLC | 100 | $6.55K | 0.00% | −400−80.0% | Reduced |
| Huntington National Bank | – | $6.55K | 0.00% | – | – |
| Innovative Advisory Group, LLC | 100 | $6.55K | 0.01% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 97 | $6.43K | 0.00% | +97 | New |
| HHM Wealth Advisors, LLC | 90 | $5.90K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 98 | $5.09K | 0.00% | −716−88.0% | Reduced |
| First Financial Corp | 76 | $4.98K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 70 | $4.59K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 61 | $4.00K | 0.00% | 00.0% | Unchanged |
| Moser Wealth Advisors, LLC | 53 | $3.47K | 0.00% | +53 | New |
| Creekmur Asset Management LLC | 50 | $3.28K | 0.00% | 00.0% | Unchanged |
| Capital A Wealth Management, LLC | 80 | $3.27K | 0.04% | −36,344−99.8% | Reduced |
| Whipplewood Advisors, LLC | 47 | $3.08K | 0.00% | +47 | New |
| Ogorek Anthony Joseph | 49 | $3.00K | 0.00% | 00.0% | Unchanged |
| Clarity Asset Management, Inc. | 45 | $2.95K | 0.00% | +45 | New |
| American Capital Advisory, LLC | 44 | $2.88K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 43 | $2.82K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 32 | $2.10K | 0.00% | −176−84.6% | Reduced |
| Bogart Wealth, LLC | 31 | $2.03K | 0.00% | −161−83.9% | Reduced |
| Citigroup Inc | 31 | $2.03K | 0.00% | +2+6.9% | Added |
| Briaud Financial Planning, Inc | 31 | $2.00K | 0.00% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 28 | $1.83K | 0.00% | +1+3.7% | Added |
| Oliver Lagore Vanvalin Investment Group | 29 | $1.79K | 0.00% | +29 | New |
| Nemes Rush Group LLC | 25 | $1.64K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 23 | $1.51K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 23 | $1.51K | 0.00% | +23 | New |
| Tompkins Financial Corp | 20 | $1.31K | 0.00% | +10+100.0% | Added |
| Covestor Ltd | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 11 | $721 | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 9 | $590 | 0.00% | +9 | New |
| Rossby Financial, LCC | 5 | $328 | 0.00% | −21−80.8% | Reduced |
| Redwood Park Advisors LLC | 5 | $328 | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 4 | $262 | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 3 | $197 | 0.00% | +3 | New |