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 |
|---|---|---|---|---|---|
| Bulwark Capital Corp | 1,714 | $131.0K | 0.10% | +1,043+155.4% | Added |
| BFSG, LLC | 1,877 | $143.5K | 0.01% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 1,948 | $149.0K | 0.00% | +1,948 | New |
| TD Capital Management LLC | 1,993 | $152.4K | 0.01% | +1,722+635.4% | Added |
| Mma Asset Management LLC | 2,106 | $161.0K | 0.05% | +2,106 | New |
| Rosenberg Matthew Hamilton | 2,162 | $165.3K | 0.04% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 2,259 | $172.7K | 0.01% | +75+3.4% | Added |
| WestEnd Advisors, LLC | 2,581 | $197.3K | 0.00% | +188+7.9% | Added |
| Salomon & Ludwin, LLC | 2,572 | $197.8K | 0.02% | −45−1.7% | Reduced |
| Fisher Asset Management, LLC | 2,626 | $200.8K | 0.00% | −973−27.0% | Reduced |
| Soundwatch Capital LLC | 2,667 | $203.9K | 0.03% | −174−6.1% | Reduced |
| Millstone Evans Group, LLC | 2,677 | $204.7K | 0.13% | +2,677 | New |
| Net Worth Advisory Group | 2,696 | $206.1K | 0.06% | −1,518−36.0% | Reduced |
| Moneta Group Investment Advisors LLC | 2,698 | $206.3K | 0.00% | +2,698 | New |
| Impact Partnership Wealth, LLC | 2,701 | $206.5K | 0.03% | +2,701 | New |
| Confluence Wealth Services, Inc. | 2,714 | $207.5K | 0.01% | +2,714 | New |
| LaSalle St. Investment Advisors, LLC | 2,730 | $208.0K | 0.04% | +2,730 | New |
| Birch Capital Management, LLC | 2,740 | $209.5K | 0.11% | 00.0% | Unchanged |
| Range Financial Group LLC | 2,745 | $209.9K | 0.08% | +2,745 | New |
| Blackston Financial Advisory Group, LLC | 2,753 | $210.5K | 0.13% | −2,374−46.3% | Reduced |
| United Capital Financial Advisers, LLC | 2,769 | $211.7K | 0.00% | +2,769 | New |
| Mason Investment Advisory Services, Inc. | 2,774 | $212.1K | 0.01% | +2,774 | New |
| May Hill Capital, LLC | 2,777 | $212.3K | 0.06% | +2,777 | New |
| Moseley Investment Management Inc | 2,815 | $215.2K | 0.07% | +2,815 | New |
| Syntegra Private Wealth Group, LLC | 2,829 | $216.3K | 0.02% | +2,829 | New |
| Gerber Kawasaki Wealth & Investment Management | 2,859 | $218.6K | 0.01% | +2,859 | New |
| Financial Sense Advisors, Inc. | 2,870 | $219.4K | 0.04% | +2,870 | New |
| Federation des caisses Desjardins du Quebec | 2,887 | $220.7K | 0.00% | −68−2.3% | Reduced |
| Accurate Wealth Management, LLC | 2,696 | $221.0K | 0.03% | +2,696 | New |
| Beacon Financial Group | 2,900 | $221.7K | 0.02% | +2,900 | New |
| Steel Peak Wealth Management LLC | 2,919 | $223.2K | 0.01% | +2,919 | New |
| Heritage Investment Group, Inc. | 2,929 | $223.9K | 0.04% | +2,929 | New |
| Capital Squared Financial LLC | 2,950 | $225.5K | 0.20% | −234−7.3% | Reduced |
| HCR Wealth Advisors | 2,964 | $226.2K | 0.02% | +2,964 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 3,000 | $227.2K | 0.05% | +3,000 | New |
| Berkshire Asset Management LLC | 3,018 | $230.7K | 0.01% | +3,018 | New |
| Cahaba Wealth Management, Inc. | 3,034 | $232.0K | 0.02% | +3,034 | New |
| Painted Porch Advisors LLC | 3,057 | $233.7K | 0.09% | 00.0% | Unchanged |
| Independent Advisor Alliance | 3,058 | $233.8K | 0.01% | 00.0% | Unchanged |
| Manhattan West Asset Management, LLC | 3,072 | $234.9K | 0.05% | −301−8.9% | Reduced |
| Refined Wealth Management | 3,072 | $234.9K | 0.15% | 00.0% | Unchanged |
| Rodgers & Associates, LTD | 3,090 | $236.2K | 0.02% | +3,090 | New |
| Pacific Capital Wealth Advisors, Inc | 3,130 | $239.3K | 0.04% | +3,130 | New |
| Bouchey Financial Group Ltd | 3,146 | $240.5K | 0.02% | +3,146 | New |
| DGS Capital Management, LLC | 3,150 | $240.8K | 0.04% | +3,150 | New |
| Transcend Wealth Collective, LLC | 3,175 | $242.7K | 0.02% | +3,175 | New |
| OneAscent Financial Services LLC | 3,217 | $245.9K | 0.02% | +3,217 | New |
| Stonebridge Financial Group, LLC | 3,231 | $247.0K | 0.02% | +3,231 | New |
| N.E.W. Advisory Services LLC | 3,232 | $247.1K | 0.02% | −1,117−25.7% | Reduced |
| Exencial Wealth Advisors, LLC | 3,279 | $250.7K | 0.01% | +3,279 | New |
| Bank of Montreal | 3,303 | $252.5K | 0.00% | +131+4.1% | Added |
| Genesis Private Wealth, LLC | 3,310 | $253.1K | 0.11% | +3,310 | New |
| Professional Financial Advisors, LLC | 3,315 | $253.4K | 0.05% | +53+1.6% | Added |
| Stonebrook Private Inc. | 3,319 | $253.7K | 0.05% | +245+8.0% | Added |
| Wealth Alliance | 3,363 | $257.1K | 0.03% | +3,363 | New |
| Tranquility Partners, LLC | 3,383 | $258.6K | 0.09% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 3,396 | $259.6K | 0.00% | −1,442−29.8% | Reduced |
| Greenwich Wealth Management LLC | 3,419 | $261.0K | 0.01% | +3,419 | New |
| LongView Wealth Management | 3,439 | $262.9K | 0.07% | +172+5.3% | Added |
| Gateway Wealth Partners, LLC | 3,447 | $263.5K | 0.04% | +3,447 | New |
| Community Bank, N.A. | 3,490 | $266.8K | 0.03% | −501−12.6% | Reduced |
| Tudor Investment Corp Et Al | 3,495 | $267.2K | 0.00% | −4,537−56.5% | Reduced |
| Novem Group | 3,515 | $268.7K | 0.03% | +149+4.4% | Added |
| International Private Wealth Advisors LLC | 3,518 | $269.0K | 0.17% | +20+0.6% | Added |
| Empirical Asset Management, LLC | 3,520 | $269.1K | 0.07% | +3,520 | New |
| Barnett & Company, Inc. | 3,560 | $272.2K | 0.21% | 00.0% | Unchanged |
| Armstrong, Fleming & Moore, Inc | 3,560 | $272.2K | 0.13% | +3,560 | New |
| Prospera Financial Services Inc | 3,613 | $276.2K | 0.00% | 00.0% | Unchanged |
| Fulton Breakefield Broenniman LLC | 3,643 | $278.5K | 0.02% | +358+10.9% | Added |
| Resurgent Financial Advisors LLC | 3,677 | $281.1K | 0.14% | +3,677 | New |
| Fulcrum Equity Management | 3,702 | $283.0K | 0.29% | +3,702 | New |
| Iron Financial, LLC | 3,719 | $284.3K | 0.14% | +632+20.5% | Added |
| Total Clarity Wealth Management, Inc. | 3,732 | $285.3K | 0.08% | +641+20.7% | Added |
| Woodmont Investment Counsel LLC | 3,734 | $285.5K | 0.02% | 00.0% | Unchanged |
| Paragon Advisors, LLC | 3,738 | $285.8K | 0.07% | 00.0% | Unchanged |
| Kaizen Financial Strategies | 3,699 | $291.4K | 0.13% | −1,229−24.9% | Reduced |
| Richards, Merrill & Peterson, Inc. | 3,900 | $298.2K | 0.13% | 00.0% | Unchanged |
| Accredited Investors Inc. | 3,965 | $303.1K | 0.02% | +3,965 | New |
| Bell Investment Advisors, Inc | 3,985 | $304.7K | 0.05% | 00.0% | Unchanged |
| Entruity Wealth, LLC | 3,987 | $304.8K | 0.24% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 4,000 | $305.8K | 0.00% | 00.0% | Unchanged |
| Hickory Point Bank & Trust | 4,000 | $305.8K | 0.23% | +4,000 | New |
| Valeo Financial Advisors, LLC | 4,034 | $308.4K | 0.01% | 00.0% | Unchanged |
| Meredith Wealth Planning | 4,045 | $309.2K | 0.10% | +4,045 | New |
| Noesis Capital Mangement Corp | 4,055 | $310.0K | 0.05% | +11+0.3% | Added |
| First Heartland Consultants, Inc. | 4,130 | $315.7K | 0.03% | −691−14.3% | Reduced |
| Comprehensive Money Management Services LLC | 4,135 | $316.1K | 0.22% | −1,444−25.9% | Reduced |
| Mach-1 Financial Group, Inc. | 4,159 | $318.0K | 0.05% | +4,159 | New |
| Integrity Advisory Solutions, LLC | 4,159 | $318.0K | 0.05% | +4,159 | New |
| Wealthgarden F.S. LLC | 3,673 | $318.4K | 0.23% | +578+18.7% | Added |
| XTX Topco Ltd | 4,236 | $323.8K | 0.02% | +4,236 | New |
| Greenleaf Trust | 4,246 | $324.6K | 0.00% | +42+1.0% | Added |
| XY Planning Network, Inc. | 4,990 | $326.9K | 0.11% | 00.0% | Unchanged |
| Thoroughbred Financial Services, LLC | 4,286 | $327.0K | 0.02% | 00.0% | Unchanged |
| Mosaic Family Wealth Partners, LLC | 4,407 | $334.1K | 0.04% | +56+1.3% | Added |
| HB Wealth Management, LLC | 4,382 | $335.0K | 0.00% | +4,382 | New |
| GWN Securities Inc. | 4,448 | $340.7K | 0.08% | −2,984−40.2% | Reduced |
| Pineridge Advisors LLC | 4,465 | $341.3K | 0.10% | −594−11.7% | Reduced |
| Silverlake Wealth Management LLC | 4,465 | $341.3K | 0.08% | +932+26.4% | Added |
| Maripau Wealth Management LLC | 4,465 | $341.3K | 0.17% | +4,465 | New |