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Livermore
Livermore
ZHEN

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.

Q3 2025 vs. Q2 2025

How the institutions holding World Gold Trust changed between Q2 2025 and Q3 2025.

All holders in Q3 2025All holders in Q2 2025

13F holders of GLDM: Q2 2025 compared with Q3 2025
MeasureQ2 2025Of which not filed for Q3 2025Q3 2025Change
Holders70223754+75
Shares139.7M1.77M153.2M+15.3M (+11.1%)
Value$9.15B$116.3M$11.7B+$2.67B (+29.5%)

23 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (117)

Institutions that held World Gold Trust at the end of Q3 2025 but not at the end of Q2 2025.

Showing the largest 100 of 117 by value.

Institutions new to GLDM in Q3 2025
InstitutionSharesValue% of portfolio
Mizuho Bank, Ltd.1,802,000$137.8M15.29%
Renaissance Technologies LLC211,900$16.2M0.02%
Plum Street Advisors, LLC141,493$10.8M4.18%
StoneX Group Inc.117,442$8.98M0.39%
Oppenheimer & Co Inc111,989$8.56M0.10%
PFG Private Wealth Management, LLC94,431$7.22M3.22%
Element Pointe Advisors, LLC88,709$6.78M1.45%
Reyes Financial Architecture, Inc.60,141$4.60M3.12%
Richard P Slaughter Associates Inc56,847$4.35M0.94%
Alliancebernstein L.P.56,220$4.30M0.00%
American Trust55,800$4.27M0.36%
American National Bank of Texas45,688$3.49M3.29%
Marex Group plc42,942$3.28M0.04%
Clear Harbor Asset Management, LLC37,447$2.86M0.20%
Gotham Asset Management, LLC34,057$2.60M0.01%
Mission Wealth Management, LP33,209$2.54M0.05%
Flow Traders U.S. LLC32,152$2.46M0.10%
Arcus Capital Partners, LLC26,210$2.00M0.88%
ZEGA Investments, LLC21,609$1.65M0.38%
A4 Wealth Advisors LLC17,212$1.32M1.11%
Advisory Alpha, LLC15,578$1.19M0.03%
Summit Financial, LLC15,590$1.19M0.02%
Welch Group, LLC15,311$1.17M0.05%
Foronjy Financial LLC14,899$1.14M0.50%
Empowered Funds, LLC14,726$1.13M0.01%
CIBC World Markets Inc.12,037$920.2K0.00%
Meridian Wealth Management, LLC10,728$820.2K0.03%
Summit Wealth Group LLC22,316$818.1K0.11%
Wedmont Private Capital9,915$781.5K0.03%
HORAN Wealth, LLC8,772$670.6K0.11%
Shepherd Financial Partners LLC8,711$666.0K0.06%
Brighton Jones LLC8,529$652.0K0.02%
ArborFi Advisors, LLC8,299$634.5K0.52%
Wealthcare Capital Management LLC8,104$619.6K0.06%
Balance Wealth, LLC7,765$593.6K0.15%
RMR Wealth Builders6,616$505.8K0.04%
High Falls Advisors, Inc6,601$504.6K0.10%
Fiscal Wisdom Wealth Management, LLC5,839$474.1K0.45%
Fortis Capital Advisors, LLC6,178$472.3K0.07%
Fort Washington Investment Advisors Inc6,120$467.9K0.00%
B.O.S.S. Retirement Advisors, LLC6,115$467.5K0.11%
Roman Butler Fullerton & Co5,955$465.0K0.12%
Kohmann Bosshard Financial Services, LLC5,214$398.6K0.04%
Capital Investment Advisory Services, LLC4,713$360.3K0.03%
Blue Barn Wealth, LLC4,641$354.8K0.16%
Aegis Wealth Management LLC4,602$351.8K0.19%
Family Wealth Group, LLC4,529$346.2K0.24%
Clifford Group, LLC4,498$343.9K0.27%
Maripau Wealth Management LLC4,465$341.3K0.17%
HB Wealth Management, LLC4,382$335.0K0.00%
XTX Topco Ltd4,236$323.8K0.02%
Mach-1 Financial Group, Inc.4,159$318.0K0.05%
Integrity Advisory Solutions, LLC4,159$318.0K0.05%
Meredith Wealth Planning4,045$309.2K0.10%
Hickory Point Bank & Trust4,000$305.8K0.23%
Accredited Investors Inc.3,965$303.1K0.02%
Fulcrum Equity Management3,702$283.0K0.29%
Resurgent Financial Advisors LLC3,677$281.1K0.14%
Armstrong, Fleming & Moore, Inc3,560$272.2K0.13%
Empirical Asset Management, LLC3,520$269.1K0.07%
Gateway Wealth Partners, LLC3,447$263.5K0.04%
Greenwich Wealth Management LLC3,419$261.0K0.01%
Wealth Alliance3,363$257.1K0.03%
Genesis Private Wealth, LLC3,310$253.1K0.11%
Exencial Wealth Advisors, LLC3,279$250.7K0.01%
Stonebridge Financial Group, LLC3,231$247.0K0.02%
OneAscent Financial Services LLC3,217$245.9K0.02%
Transcend Wealth Collective, LLC3,175$242.7K0.02%
DGS Capital Management, LLC3,150$240.8K0.04%
Bouchey Financial Group Ltd3,146$240.5K0.02%
Pacific Capital Wealth Advisors, Inc3,130$239.3K0.04%
Rodgers & Associates, LTD3,090$236.2K0.02%
Cahaba Wealth Management, Inc.3,034$232.0K0.02%
Berkshire Asset Management LLC3,018$230.7K0.01%
Towarzystwo Funduszy Inwestycyjnych Pzu SA3,000$227.2K0.05%
HCR Wealth Advisors2,964$226.2K0.02%
Heritage Investment Group, Inc.2,929$223.9K0.04%
Steel Peak Wealth Management LLC2,919$223.2K0.01%
Beacon Financial Group2,900$221.7K0.02%
Accurate Wealth Management, LLC2,696$221.0K0.03%
Financial Sense Advisors, Inc.2,870$219.4K0.04%
Gerber Kawasaki Wealth & Investment Management2,859$218.6K0.01%
Syntegra Private Wealth Group, LLC2,829$216.3K0.02%
Moseley Investment Management Inc2,815$215.2K0.07%
May Hill Capital, LLC2,777$212.3K0.06%
Mason Investment Advisory Services, Inc.2,774$212.1K0.01%
United Capital Financial Advisers, LLC2,769$211.7K0.00%
Range Financial Group LLC2,745$209.9K0.08%
LaSalle St. Investment Advisors, LLC2,730$208.0K0.04%
Confluence Wealth Services, Inc.2,714$207.5K0.01%
Impact Partnership Wealth, LLC2,701$206.5K0.03%
Moneta Group Investment Advisors LLC2,698$206.3K0.00%
Millstone Evans Group, LLC2,677$204.7K0.13%
Mma Asset Management LLC2,106$161.0K0.05%
Daiwa Securities Group Inc.1,948$149.0K0.00%
Raleigh Capital Management Inc.1,613$123.3K0.05%
First Horizon Corp1,256$96.0K0.00%
Family Legacy Financial Solutions, LLC475$36.3K0.03%
Financial Consulate, Inc450$34.4K0.00%
Mark Sheptoff Financial Planning, LLC294$22.5K0.01%

Sold out (42)

Institutions that held World Gold Trust at the end of Q2 2025 and filed for Q3 2025 without it.

Institutions that sold out of GLDM in Q3 2025
InstitutionShares, Q2 2025Value, Q2 2025
Virtu Financial LLC1,292,149$84.7M
Burt Wealth Advisors538,098$35.3M
Toronto Dominion Bank150,000$9.83M
B&D White Capital Company, LLC147,373$9.66M
Alliance Wealth Advisors, LLC107,086$7.02M
HRT Financial LP92,463$6.06M
Money Concepts Capital Corp84,972$5.57M
Susquehanna International Group, LLP56,492$3.70M
Jacobi Capital Management LLC48,244$3.16M
Jump Financial, LLC42,431$2.78M
Advisor Resource Council25,169$1.65M
Tradewinds, LLC.18,486$1.21M
Balentine LLC15,616$1.02M
IFG Advisors, LLC14,113$924.7K
AlphaStar Capital Management, LLC12,605$825.9K
SWMG, LLC11,713$769.4K
TownSquare Capital, LLC11,566$757.8K
Bristlecone Advisors, LLC5,400$353.8K
Hengehold Capital Management LLC4,948$324.2K
Brookwood Investment Group LLC4,938$323.5K
Betterment LLC3,685$241.0K
CMC Financial Group3,427$224.5K
Richardson Financial Services Inc.3,227$213.2K
Walleye Capital LLC3,200$209.7K
Per Stirling Capital Management, LLC.3,132$205.2K
Fortitude Family Office, LLC2,600$170.4K
Maseco LLP1,570$102.8K
Glenmede Investment Management, LP1,000$65.5K
Beacon Capital Management, LLC581$38.1K
Mid-American Wealth Advisory Group, Inc.476$31.2K
GeoWealth Management, LLC325$21.3K
Skopos Labs, Inc.315$20.6K
Thurston, Springer, Miller, Herd & Titak, Inc.169$11.1K
Archer Investment Corp155$10.2K
Kiker Wealth Management, LLC100$6.55K
Twin Peaks Wealth Advisors, LLC97$6.43K
HHM Wealth Advisors, LLC90$5.90K
Whipplewood Advisors, LLC47$3.08K
Briaud Financial Planning, Inc31$2.00K
South State Corp.23$1.51K
Tower Research Capital LLC (TRC)9$590
Morton Brown Family Wealth, LLC1$66

Not filed for Q3 2025 yet (23)

Institutions that held World Gold Trust at the end of Q2 2025 and haven't filed a 13F for Q3 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding GLDM in Q2 2025 that haven't filed for Q3 2025
InstitutionShares, Q2 2025Value, Q2 2025
Congress Wealth Management LLC947,412$62.1M
E Fund Management Co., Ltd.360,915$23.6M
Avantax Advisory Services, Inc.104,763$6.86M
Atria Wealth Solutions, Inc.75,332$5.07M
Keudell/Morrison Wealth Management55,173$3.61M
Talon Private Wealth, LLC50,382$3.30M
Copperwynd Financial, LLC45,065$2.95M
Olympus Wealth Management, LLC34,845$2.28M
Good Life Advisors, LLC18,798$1.23M
Graypoint LLC13,764$901.8K
Breed's Hill Capital LLC13,617$892.2K
My Legacy Advisors, LLC10,883$716.4K
Horan Securities, Inc.8,720$571.4K
Smith Anglin Financial, LLC8,514$557.8K
Hamilton Capital, LLC7,176$470.2K
Elios Financial Group Inc.5,187$339.9K
EP Wealth Advisors, LLC4,245$278.1K
Scott Marsh Financial, LLC3,841$251.7K
Semmax Financial Advisors Inc.3,353$225.7K
First Horizon Advisors, Inc.1,386$90.8K
Moser Wealth Advisors, LLC53$3.47K
Capital A Wealth Management, LLC80$3.27K
Oliver Lagore Vanvalin Investment Group29$1.79K