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
- 153.2M
- +15.3M (+11.1%) vs. Q2 2025
- Total value
- $11.7B
- +$2.67B (+29.5%) vs. Q2 2025
- New holders
- 117
- 360 more added
- Sold out
- 42
- 170 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 | 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, 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 |
|---|---|---|---|---|---|
| Avion Wealth | 7 | $0 | 0.00% | +7 | New |
| TD Private Client Wealth LLC | 0 | $7 | 0.00% | 0 | New |
| Guerra Advisors Inc | 0 | $23 | 0.00% | 0 | New |
| Russell Investments Group, Ltd. | 1 | $76 | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 3 | $229 | 0.00% | −871−99.7% | Reduced |
| Eukles Asset Management | 3 | $229 | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 4 | $306 | 0.00% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 5 | $383 | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 11 | $841 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 17 | $1.00K | 0.00% | −3−15.0% | Reduced |
| Centerpoint Advisors, LLC | 11 | $1.00K | 0.00% | +11 | New |
| Park Square Financial Group, LLC | 14 | $1.07K | 0.00% | −220−94.0% | Reduced |
| Legacy Wealth Managment, LLC | 16 | $1.22K | 0.00% | +16 | New |
| Tompkins Financial Corp | 20 | $1.53K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 21 | $1.60K | 0.00% | −83−79.8% | Reduced |
| Brown, Lisle/Cummings, Inc. | 23 | $1.76K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 25 | $1.91K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 26 | $1.99K | 0.00% | +21+420.0% | Added |
| Hillsdale Investment Management Inc. | 28 | $2.14K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 32 | $2.45K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 49 | $3.00K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 44 | $3.36K | 0.00% | 00.0% | Unchanged |
| Clarity Asset Management, Inc. | 45 | $3.44K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 50 | $3.82K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 50 | $3.82K | 0.00% | +50 | New |
| Atlantic Edge Private Wealth Management, LLC | 50 | $3.82K | 0.00% | +50 | New |
| Toth Financial Advisory Corp | 55 | $4.21K | 0.00% | +12+27.9% | Added |
| Root Financial Partners, LLC | 56 | $4.28K | 0.00% | +56 | New |
| Signature Resources Capital Management, LLC | 60 | $4.59K | 0.00% | +60 | New |
| Valued Wealth Advisors LLC | 61 | $4.66K | 0.00% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 69 | $5.28K | 0.00% | +69 | New |
| High Note Wealth, LLC | 70 | $5.35K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 76 | $5.81K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 83 | $6.34K | 0.00% | +52+167.7% | Added |
| Citigroup Inc | 90 | $6.88K | 0.00% | +59+190.3% | Added |
| Sunbelt Securities, Inc. | 98 | $7.49K | 0.00% | 00.0% | Unchanged |
| Innovative Advisory Group, LLC | 100 | $7.64K | 0.01% | 00.0% | Unchanged |
| Grove Bank & Trust | 100 | $7.64K | 0.00% | +100 | New |
| Whittier Trust Co | 101 | $7.77K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 100 | $8.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 105 | $8.03K | 0.00% | +105 | New |
| Signaturefd, LLC | 125 | $9.56K | 0.00% | 00.0% | Unchanged |
| Accredited Wealth Management, LLC | 343 | $9.56K | 0.01% | +218+174.4% | Added |
| JPL Wealth Management, LLC | 126 | $9.63K | 0.00% | +126 | New |
| Vermillion & White Wealth Management Group, LLC | 130 | $9.94K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | – | $10.2K | 0.00% | – | – |
| Pacifica Partners Inc. | 140 | $10.7K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 148 | $11.3K | 0.00% | 00.0% | Unchanged |
| Minot DeBlois Advisors LLC | 150 | $11.5K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 199 | $15.2K | 0.00% | +199 | New |
| Wells Financial Advisors INC | 200 | $15.3K | 0.02% | +200 | New |
| Cape Investment Advisory, Inc. | 208 | $15.9K | 0.02% | +40+23.8% | Added |
| Financial Perspectives, Inc | 217 | $16.6K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 227 | $17.4K | 0.01% | 00.0% | Unchanged |
| National Bank of Canada | 235 | $17.9K | 0.00% | −3,200−93.2% | Reduced |
| Bryn Mawr Trust Co | 236 | $18.0K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 252 | $19.3K | 0.00% | +52+26.0% | Added |
| Groupe la Francaise | 300 | $19.4K | 0.00% | 00.0% | Unchanged |
| Keener Financial Planning LLC | 283 | $21.0K | 0.01% | +283 | New |
| Highline Wealth Partners LLC | 285 | $21.8K | 0.01% | −700−71.1% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 294 | $22.5K | 0.01% | +294 | New |
| Quest 10 Wealth Builders, Inc. | 295 | $22.6K | 0.02% | +81+37.9% | Added |
| Costello Asset Management, INC | 304 | $23.2K | 0.01% | 00.0% | Unchanged |
| Deane Retirement Strategies, Inc. | 335 | $25.6K | 0.01% | +187+126.4% | Added |
| Bokf, NA | 400 | $30.6K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 434 | $33.2K | 0.01% | +16+3.8% | Added |
| Plante Moran Financial Advisors, LLC | 449 | $34.3K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 450 | $34.4K | 0.00% | +450 | New |
| Family Legacy Financial Solutions, LLC | 475 | $36.3K | 0.03% | +475 | New |
| GAMMA Investing LLC | 476 | $36.4K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 481 | $36.8K | 0.00% | +14+3.0% | Added |
| Evolution Wealth Management Inc. | 490 | $37.5K | 0.04% | +174+55.1% | Added |
| Gould Capital, LLC | 516 | $39.4K | 0.02% | +408+377.8% | Added |
| NBC Securities, Inc. | 561 | $42.9K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 564 | $43.1K | 0.00% | +145+34.6% | Added |
| IAG Wealth Partners, LLC | 582 | $44.5K | 0.01% | −35−5.7% | Reduced |
| Financial Management Professionals, Inc. | 595 | $45.5K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 635 | $49.9K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 659 | $50.4K | 0.01% | −1−0.2% | Reduced |
| Beaird Harris Wealth Management, LLC | 662 | $50.6K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 773 | $59.1K | 0.05% | +320+70.6% | Added |
| Rothschild Investment LLC | 825 | $63.1K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 837 | $64.1K | 0.01% | 00.0% | Unchanged |
| NBT Bank N A | 968 | $69.8K | 0.00% | +55+6.0% | Added |
| Atlantic Union Bankshares Corp | 952 | $72.8K | 0.00% | +479+101.3% | Added |
| Barrett & Company, Inc. | 1,020 | $78.0K | 0.03% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 1,022 | $78.1K | 0.08% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 1,035 | $79.1K | 0.01% | −100−8.8% | Reduced |
| Glass Jacobson Investment Advisors llc | 1,065 | $81.4K | 0.03% | −146−12.1% | Reduced |
| First Horizon Corp | 1,256 | $96.0K | 0.00% | +1,256 | New |
| Trust Co of Vermont | 1,263 | $96.6K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,311 | $100.2K | 0.00% | −6,675−83.6% | Reduced |
| GPS Wealth Strategies Group, LLC | 1,350 | $103.2K | 0.01% | 00.0% | Unchanged |
| Transce3nd, LLC | 1,915 | $103.3K | 0.92% | −55,655−96.7% | Reduced |
| Private Wealth Asset Management, LLC | 1,400 | $107.0K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,530 | $117.0K | 0.01% | −134−8.1% | Reduced |
| FWL Investment Management, LLC | 1,536 | $117.4K | 0.03% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 1,613 | $123.3K | 0.05% | +1,613 | New |
| LGT Financial Advisors LLC | 1,697 | $129.7K | 0.28% | −158−8.5% | Reduced |
| SRS Capital Advisors, Inc. | 1,710 | $130.8K | 0.00% | +1,495+695.3% | Added |