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, Q3 2025
Institutional positions in World Gold Trust as of Sep 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
- 754
- +75 vs. Q2 2025
- Shares held
- 154.7M
- +15.1M (+10.8%) vs. Q2 2025
- Total value
- $11.8B
- +$2.68B (+29.3%) vs. Q2 2025
- New holders
- 117
- 358 more added
- Sold out
- 42
- 172 more reduced
23 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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 | 878 | $13.9B |
| Q3 2025 | 754 | $11.8B |
| Q2 2025 | 702 | $9.26B |
| Q1 2025 | 618 | $8.05B |
| Q4 2024 | 541 | $5.85B |
| Q3 2024 | 465 | $5.95B |
| Q2 2024 | 406 | $4.21B |
| Q1 2024 | 375 | $4.84B |
| Q4 2023 | 374 | $4.09B |
| Q3 2023 | 345 | $3.52B |
| Q2 2023 | 334 | $4.12B |
| Q1 2023 | 319 | $3.95B |
| Q4 2022 | 275 | $3.67B |
| Q3 2022 | 255 | $2.88B |
| Q2 2022 | 274 | $3.11B |
| Q1 2022 | 240 | $2.55B |
| Q4 2021 | 258 | $2.86B |
| Q3 2021 | 235 | $2.75B |
| Q2 2021 | 239 | $2.81B |
| Q1 2021 | 227 | $2.69B |
Institutions, Q3 2025
Shares, value and share of portfolio for each institution holding World Gold Trust; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sumitomo Mitsui Trust Holdings, Inc. | 18,477,937 | $1.41B | 0.81% | +3,881,643+26.6% | Added |
| Morgan Stanley | 8,618,409 | $658.9M | 0.04% | +691,694+8.7% | Added |
| Bank of America Corp | 7,367,296 | $563.2M | 0.04% | +1,636,398+28.6% | Added |
| Evoke Wealth, LLC | 7,251,662 | $554.4M | 11.56% | +221,449+3.1% | Added |
| Empower Advisory Group, LLC | 5,655,394 | $432.4M | 1.20% | +526,855+10.3% | Added |
| Wells Fargo & Company | 5,128,107 | $392.0M | 0.08% | +777,084+17.9% | Added |
| Asset Management One Co.,Ltd. | 3,417,965 | $261.3M | 0.76% | −637,597−15.7% | Reduced |
| Cassaday & Co Wealth Management LLC | 3,407,765 | $260.5M | 6.01% | +1,4160.0% | Added |
| UBS Group AG | 3,315,804 | $253.5M | 0.05% | +259,066+8.5% | Added |
| JPMorgan Chase & Co | 3,029,332 | $231.6M | 0.01% | +1,799,706+146.4% | Added |
| LPL Financial LLC | 3,021,531 | $231.0M | 0.07% | +369,318+13.9% | Added |
| State Street Corp | 2,702,828 | $206.6M | 0.01% | +7,560+0.3% | Added |
| 3EDGE Asset Management, LP | 2,700,196 | $206.4M | 11.65% | +488,576+22.1% | Added |
| Ameriprise Financial Inc | 2,667,185 | $203.9M | 0.05% | +237,644+9.8% | Added |
| Principal Financial Group Inc | 2,539,966 | $194.2M | 0.10% | −636,900−20.0% | Reduced |
| Evergreen Quality Fund GP, Ltd. | 2,212,715 | $169.2M | 3.75% | +692,415+45.5% | Added |
| Advisor Group Holdings, Inc. | 2,007,616 | $147.3M | 0.21% | +1,652,986+466.1% | Added |
| Stifel Financial Corp | 1,843,134 | $140.9M | 0.13% | +91,901+5.2% | Added |
| Mizuho Bank, Ltd. | 1,802,000 | $137.8M | 15.29% | +1,802,000 | New |
| Resona Asset Management Co.,Ltd. | 1,739,000 | $131.9M | 0.62% | +443,800+34.3% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 1,652,710 | $126.3M | 1.02% | +117,200+7.6% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 1,450,190 | $110.9M | 0.18% | +105,922+7.9% | Added |
| Strategic Financial Services, Inc, | 1,397,914 | $106.9M | 5.36% | +8,149+0.6% | Added |
| Charles Schwab Investment Management Inc | 1,390,614 | $106.3M | 0.02% | +41,765+3.1% | Added |
| Royal Bank of Canada | 1,342,697 | $102.6M | 0.02% | −816,833−37.8% | Reduced |
| HighTower Advisors, LLC | 1,318,172 | $100.8M | 0.11% | +67,611+5.4% | Added |
| SEI Investments Co | 1,299,889 | $99.4M | 0.11% | +118,441+10.0% | Added |
| Hollow Brook Wealth Management LLC | 1,248,201 | $95.4M | 22.58% | +37,976+3.1% | Added |
| Cerity Partners LLC | 1,203,258 | $92.0M | 0.15% | +136,995+12.8% | Added |
| Envestnet Asset Management Inc | 1,176,777 | $90.0M | 0.03% | +211,029+21.9% | Added |
| Benjamin Edwards Inc | 1,129,521 | $86.4M | 0.98% | +40,015+3.7% | Added |
| Toroso Investments, LLC | 1,074,102 | $82.1M | 0.35% | +127,330+13.4% | Added |
| Cohen & Steers, Inc. | 1,008,438 | $77.1M | 0.14% | −48,958−4.6% | Reduced |
| Gradient Investments LLC | 992,839 | $75.9M | 1.27% | +70,188+7.6% | Added |
| Private Advisor Group, LLC | 914,495 | $69.9M | 0.34% | −67,451−6.9% | Reduced |
| Raymond James Financial Inc | 894,081 | $68.4M | 0.02% | +133,717+17.6% | Added |
| Great Valley Advisor Group, Inc. | 889,714 | $68.0M | 1.36% | +41,957+4.9% | Added |
| Bank of New York Mellon Corp | 820,784 | $62.7M | 0.01% | −181,754−18.1% | Reduced |
| CWM, LLC | 781,531 | $59.7M | 0.18% | +653,080+508.4% | Added |
| US Bancorp | 737,533 | $56.4M | 0.07% | +141,926+23.8% | Added |
| Greenline Partners, LLC | 736,637 | $56.3M | 6.84% | −146,106−16.6% | Reduced |
| Equitable Holdings, Inc. | 735,355 | $56.2M | 0.41% | +91,842+14.3% | Added |
| Rockefeller Capital Management L.P. | 724,725 | $55.4M | 0.11% | −511,123−41.4% | Reduced |
| Capitolis Liquid Global Markets LLC | 720,600 | $55.1M | 0.44% | +13,600+1.9% | Added |
| Van Eck Associates Corp | 671,036 | $51.3M | 0.05% | 00.0% | Unchanged |
| Parcion Private Wealth LLC | 664,615 | $50.8M | 3.17% | +2,047+0.3% | Added |
| Richard C. Young & CO., LTD. | 650,874 | $49.8M | 4.62% | −199,638−23.5% | Reduced |
| Nepc LLC | 614,865 | $47.0M | 1.24% | −77,679−11.2% | Reduced |
| American Investment Services, Inc. | 563,355 | $43.1M | 10.35% | −12,711−2.2% | Reduced |
| Cresset Asset Management, LLC | 557,152 | $42.6M | 0.19% | +99,756+21.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 555,444 | $42.5M | 0.12% | +84,545+18.0% | Added |
| Manufacturers Life Insurance Company, The | 554,924 | $42.4M | 0.03% | +1,045+0.2% | Added |
| Fullerton Fund Management Co Ltd. | 554,153 | $42.4M | 1.64% | −150,178−21.3% | Reduced |
| Capital Planning Advisors, LLC | 547,323 | $41.8M | 5.75% | −2,947−0.5% | Reduced |
| Farther Finance Advisors, LLC | 541,467 | $41.4M | 0.63% | +28,037+5.5% | Added |
| MBL Wealth, LLC | 516,830 | $39.5M | 3.45% | +6,430+1.3% | Added |
| Diversify Advisory Services, LLC | 484,161 | $38.4M | 1.29% | +14,409+3.1% | Added |
| SBI Securities Co., Ltd. | 499,243 | $38.2M | 0.98% | +115,380+30.1% | Added |
| Confluence Investment Management LLC | 488,393 | $37.3M | 0.53% | −37,213−7.1% | Reduced |
| Cetera Investment Advisers | 476,389 | $36.4M | 0.04% | +151,417+46.6% | Added |
| Main Street Research LLC | 466,864 | $35.7M | 1.93% | +18,377+4.1% | Added |
| Oversea-Chinese Banking CORP Ltd | 466,647 | $35.7M | 0.92% | −1,474−0.3% | Reduced |
| Tradewinds Capital Management, LLC | 463,681 | $35.4M | 7.96% | +2,604+0.6% | Added |
| Nissay Asset Management Corp | 446,941 | $34.2M | 0.19% | +148,268+49.6% | Added |
| SNS Financial Group, LLC | 437,944 | $33.5M | 2.91% | −10,812−2.4% | Reduced |
| Bangor Savings Bank | 436,528 | $33.4M | 2.78% | +11,657+2.7% | Added |
| Sentinel Pension Advisors Inc | 386,642 | $29.6M | 4.73% | −53,856−12.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 369,561 | $28.3M | 0.02% | +16,773+4.8% | Added |
| Mission Creek Capital Partners, Inc. | 368,794 | $28.2M | 5.57% | −3,603−1.0% | Reduced |
| Baird Financial Group, Inc. | 359,488 | $27.5M | 0.04% | +9,457+2.7% | Added |
| Evernest Financial Advisors, LLC | 358,715 | $27.4M | 7.68% | −38,227−9.6% | Reduced |
| CI Private Wealth, LLC | 341,919 | $26.1M | 0.04% | +26,322+8.3% | Added |
| Mariner, LLC | 331,050 | $25.3M | 0.03% | +75,675+29.6% | Added |
| Quadrature Capital Ltd | 329,436 | $25.2M | 0.30% | −271,985−45.2% | Reduced |
| Assetmark, Inc | 322,731 | $24.7M | 0.05% | −16,037−4.7% | Reduced |
| Commonwealth Equity Services, LLC | 298,625 | $22.8M | 0.03% | +101,812+51.7% | Added |
| Austin Wealth Management, LLC | 276,759 | $22.5M | 3.53% | +7,765+2.9% | Added |
| Wealth Enhancement Advisory Services, LLC | 282,645 | $22.3M | 0.03% | +59,622+26.7% | Added |
| McMorgan & Co LLC | 266,857 | $20.4M | 3.14% | −19,801−6.9% | Reduced |
| Brandywine Oak Private Wealth LLC | 257,933 | $19.7M | 1.71% | −18,480−6.7% | Reduced |
| NavPoint Financial, Inc. | 253,560 | $19.4M | 10.17% | −2,796−1.1% | Reduced |
| Evercore Wealth Management, LLC | 251,757 | $19.2M | 0.28% | +143,322+132.2% | Added |
| Miracle Mile Advisors, LLC | 251,640 | $19.2M | 0.29% | −7,296−2.8% | Reduced |
| Peak Financial Advisors LLC | 249,333 | $19.1M | 9.15% | +600+0.2% | Added |
| MML Investors Services, LLC | 248,182 | $19.0M | 0.05% | +41,298+20.0% | Added |
| Mirae Asset Global Investments Co., Ltd. | 247,700 | $18.9M | 0.06% | +26,500+12.0% | Added |
| Continuum Wealth Advisors, LLC | 245,215 | $18.7M | 7.99% | +17,640+7.8% | Added |
| AE Wealth Management LLC | 241,337 | $18.5M | 0.12% | +71,845+42.4% | Added |
| Penserra Capital Management LLC | 236,985 | $18.1M | 0.22% | +42,112+21.6% | Added |
| Coco Enterprises, LLC | 236,351 | $18.1M | 9.56% | −332−0.1% | Reduced |
| Timber Creek Capital Management LLC | 224,139 | $17.1M | 4.14% | −1,230−0.5% | Reduced |
| Nottingham Advisors, Inc. | 222,584 | $17.0M | 2.36% | +9,594+4.5% | Added |
| Deutsche Bank AG | 220,100 | $16.8M | 0.01% | −17,842−7.5% | Reduced |
| Renaissance Technologies LLC | 211,900 | $16.2M | 0.02% | +211,900 | New |
| Wiley Bros.-Aintree Capital, LLC | 211,523 | $16.2M | 0.10% | +6,697+3.3% | Added |
| CoreCap Advisors, LLC | 208,888 | $16.0M | 0.58% | +1,379+0.7% | Added |
| Altfest L J & Co Inc | 207,388 | $15.9M | 1.77% | +12,305+6.3% | Added |
| Bank of Nova Scotia | 204,600 | $15.6M | 0.03% | −195,400−48.9% | Reduced |
| Medici Capital LLC | 204,026 | $15.6M | 11.60% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 203,922 | $15.6M | 0.18% | +51,251+33.6% | Added |