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 |
|---|---|---|---|---|---|
| Clifford Group, LLC | 4,498 | $343.9K | 0.27% | +4,498 | New |
| AlTi Global, Inc. | 4,518 | $345.4K | 0.01% | 00.0% | Unchanged |
| Family Wealth Group, LLC | 4,529 | $346.2K | 0.24% | +4,529 | New |
| First National Trust Co | 4,558 | $348.5K | 0.01% | +68+1.5% | Added |
| Verdence Capital Advisors LLC | 4,450 | $351.4K | 0.02% | −1,407−24.0% | Reduced |
| Access Investment Management LLC | 4,600 | $351.7K | 0.09% | 00.0% | Unchanged |
| Aegis Wealth Management LLC | 4,602 | $351.8K | 0.19% | +4,602 | New |
| Blue Barn Wealth, LLC | 4,641 | $354.8K | 0.16% | +4,641 | New |
| Able Wealth Management LLC | 4,702 | $359.5K | 0.14% | +556+13.4% | Added |
| Emergent Wealth Advisors, LLC | 4,703 | $359.5K | 0.21% | +262+5.9% | Added |
| VisionPoint Advisory Group, LLC | 4,713 | $360.3K | 0.07% | +63+1.4% | Added |
| Capital Investment Advisory Services, LLC | 4,713 | $360.3K | 0.03% | +4,713 | New |
| Triad Wealth Partners, LLC | 4,721 | $360.9K | 0.05% | −142−2.9% | Reduced |
| Regions Financial Corp | 4,729 | $361.5K | 0.00% | +343+7.8% | Added |
| Savvy Advisors, Inc. | 4,826 | $368.9K | 0.02% | +1,674+53.1% | Added |
| Absolute Capital Management, LLC | 4,844 | $370.3K | 0.16% | −8,292−63.1% | Reduced |
| BKA Wealth Consulting, Inc. | 4,901 | $374.7K | 0.31% | +278+6.0% | Added |
| Vermillion Wealth Management, Inc. | 4,942 | $377.8K | 0.10% | 00.0% | Unchanged |
| Larson Financial Group LLC | 4,976 | $380.4K | 0.01% | +2,719+120.5% | Added |
| Lee Financial Co | 4,988 | $381.3K | 0.05% | −1,200−19.4% | Reduced |
| Essential Partners LLC | 5,045 | $385.7K | 0.13% | +45+0.9% | Added |
| Spire Wealth Management | 5,049 | $386.0K | 0.01% | +62+1.2% | Added |
| Washington Trust Co | 5,073 | $387.8K | 0.01% | −1,750−25.6% | Reduced |
| LexAurum Advisors, LLC | 5,101 | $390.0K | 0.06% | +105+2.1% | Added |
| Centaurus Financial, Inc. | 5,102 | $390.0K | 0.02% | −83−1.6% | Reduced |
| Kohmann Bosshard Financial Services, LLC | 5,214 | $398.6K | 0.04% | +5,214 | New |
| HM Payson & Co | 5,250 | $401.4K | 0.01% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 5,111 | $402.8K | 0.13% | 00.0% | Unchanged |
| Sowell Financial Services LLC | 5,372 | $410.7K | 0.02% | +689+14.7% | Added |
| Eldridge Investment Advisors, Inc. | 5,382 | $411.5K | 0.09% | +570+11.8% | Added |
| ShoreHaven Wealth Partners, LLC | 5,450 | $416.7K | 0.15% | 00.0% | Unchanged |
| Capstone Financial Advisors, Inc. | 5,467 | $418.0K | 0.02% | +475+9.5% | Added |
| McAdam, LLC | 5,584 | $426.9K | 0.02% | +73+1.3% | Added |
| Insigneo Advisory Services, LLC | 5,673 | $433.7K | 0.03% | +1,828+47.5% | Added |
| Perigon Wealth Management, LLC | 5,737 | $438.6K | 0.01% | −2,044−26.3% | Reduced |
| Heritage Investors Management Corp | 5,760 | $440.0K | 0.01% | 00.0% | Unchanged |
| Investor's Fiduciary Advisor Network, LLC | 5,895 | $450.0K | 0.15% | +1,930+48.7% | Added |
| Redhawk Wealth Advisors, Inc. | 5,910 | $451.8K | 0.05% | +70+1.2% | Added |
| Anchor Investment Management, LLC | 5,949 | $454.8K | 0.04% | 00.0% | Unchanged |
| Clear Creek Financial Management, LLC | 5,967 | $456.2K | 0.04% | 00.0% | Unchanged |
| Etesian Wealth Advisors, Inc. | 5,978 | $457.0K | 0.15% | −1,045−14.9% | Reduced |
| Roman Butler Fullerton & Co | 5,955 | $465.0K | 0.12% | +5,955 | New |
| Sound View Wealth Advisors Group, LLC | 6,105 | $466.7K | 0.03% | 00.0% | Unchanged |
| B.O.S.S. Retirement Advisors, LLC | 6,115 | $467.5K | 0.11% | +6,115 | New |
| Fort Washington Investment Advisors Inc | 6,120 | $467.9K | 0.00% | +6,120 | New |
| Almanack Investment Partners, LLC. | 6,135 | $469.0K | 0.07% | −56−0.9% | Reduced |
| Requisite Capital Management, LLC | 6,139 | $469.3K | 0.08% | 00.0% | Unchanged |
| Oregon Pacific Wealth Management, LLC | 6,145 | $469.8K | 0.41% | +2,475+67.4% | Added |
| Fortis Capital Advisors, LLC | 6,178 | $472.3K | 0.07% | +6,178 | New |
| Fiscal Wisdom Wealth Management, LLC | 5,839 | $474.1K | 0.45% | +5,839 | New |
| Weil Company, Inc. | 6,248 | $477.7K | 0.11% | 00.0% | Unchanged |
| Spectrum Planning & Advisory Services Inc. | 6,293 | $481.1K | 0.27% | +156+2.5% | Added |
| Buckingham Strategic Partners | 6,340 | $486.0K | 0.01% | −689−9.8% | Reduced |
| Oceanside Advisors LLC | 6,388 | $488.4K | 0.31% | −104−1.6% | Reduced |
| OMNI 360 Wealth, Inc. | 6,408 | $489.9K | 0.27% | +1,077+20.2% | Added |
| Catalina Capital Group, LLC | 6,491 | $496.2K | 0.31% | +1,626+33.4% | Added |
| Private Trust Co NA | 6,510 | $497.7K | 0.04% | +2,398+58.3% | Added |
| High Falls Advisors, Inc | 6,601 | $504.6K | 0.10% | +6,601 | New |
| Florida Financial Advisors, LLC | 6,613 | $505.6K | 0.16% | +214+3.3% | Added |
| RMR Wealth Builders | 6,616 | $505.8K | 0.04% | +6,616 | New |
| Fiduciary Trust Co | 6,660 | $509.2K | 0.01% | +107+1.6% | Added |
| Concurrent Investment Advisors, LLC | 6,661 | $509.3K | 0.01% | +1,253+23.2% | Added |
| MBE Wealth Management, LLC | 6,770 | $517.6K | 0.22% | −1,102−14.0% | Reduced |
| Global View Capital Management LLC | 6,840 | $522.9K | 0.11% | −314−4.4% | Reduced |
| Savant Capital, LLC | 6,934 | $530.1K | 0.00% | +2,223+47.2% | Added |
| Diversify Wealth Management, LLC | 6,731 | $534.2K | 0.03% | −1,154−14.6% | Reduced |
| Fullcircle Wealth LLC | 7,002 | $545.9K | 0.19% | +2,377+51.4% | Added |
| Appleton Partners Inc | 7,199 | $550.0K | 0.04% | +1,779+32.8% | Added |
| Regimen Wealth, LLC | 7,229 | $552.7K | 0.16% | +1,010+16.2% | Added |
| Flputnam Investment Management Co | 7,278 | $556.4K | 0.01% | −3,501−32.5% | Reduced |
| Intrua Financial, LLC | 7,281 | $556.6K | 0.07% | +4+0.1% | Added |
| Advisors Capital Management, LLC | 7,282 | $556.7K | 0.01% | −314−4.1% | Reduced |
| MKT Advisors LLC | 7,304 | $559.2K | 0.21% | +2,522+52.7% | Added |
| Modern Wealth Management, LLC | 7,379 | $564.1K | 0.01% | +894+13.8% | Added |
| Hobbs Wealth Management, LLC | 7,458 | $570.2K | 0.48% | +1,864+33.3% | Added |
| Sutton Place Investors LLC | 7,500 | $573.4K | 0.33% | +1,983+35.9% | Added |
| Clearview Wealth Advisors LLC | 7,542 | $576.6K | 0.37% | +523+7.5% | Added |
| Csenge Advisory Group | 7,565 | $578.3K | 0.03% | +2,410+46.8% | Added |
| Tactive Advisors, LLC | 7,574 | $579.0K | 0.16% | +46+0.6% | Added |
| Motiv8 Investments LLC | 7,592 | $580.4K | 0.31% | −46,861−86.1% | Reduced |
| Gen-Wealth Partners Inc | 7,628 | $583.1K | 0.20% | +3,173+71.2% | Added |
| RDA Financial Network | 7,674 | $586.7K | 0.14% | +2,886+60.3% | Added |
| Denver Wealth Management, Inc. | 7,741 | $591.8K | 0.22% | −52−0.7% | Reduced |
| Balance Wealth, LLC | 7,765 | $593.6K | 0.15% | +7,765 | New |
| Modera Wealth Management, LLC | 7,791 | $595.6K | 0.01% | 00.0% | Unchanged |
| Peak Retirement Planning, Inc. | 7,852 | $600.3K | 0.17% | +3,668+87.7% | Added |
| Axxcess Wealth Management, LLC | 7,868 | $601.5K | 0.01% | −1,314−14.3% | Reduced |
| Dynamic Advisor Solutions LLC | 7,899 | $603.9K | 0.02% | −402−4.8% | Reduced |
| Compass Financial Services Inc | 7,940 | $607.0K | 0.27% | +5,693+253.4% | Added |
| Tableaux LLC | 8,060 | $616.2K | 0.25% | −6,611−45.1% | Reduced |
| Willis Johnson & Associates, Inc. | 8,091 | $618.6K | 0.04% | −980−10.8% | Reduced |
| Wealthcare Capital Management LLC | 8,104 | $619.6K | 0.06% | +8,104 | New |
| Fundamentun, LLC | 8,162 | $624.0K | 0.03% | 00.0% | Unchanged |
| Crews Bank & Trust | 8,275 | $632.6K | 0.09% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 8,295 | $634.2K | 0.09% | −24,477−74.7% | Reduced |
| ArborFi Advisors, LLC | 8,299 | $634.5K | 0.52% | +8,299 | New |
| Arkadios Wealth Advisors | 8,348 | $638.2K | 0.02% | +3,893+87.4% | Added |
| Alesco Advisors LLC | 8,470 | $647.5K | 0.02% | 00.0% | Unchanged |
| Beacon Financial Advisory LLC | 8,478 | $648.1K | 0.15% | +2,540+42.8% | Added |
| Firethorn Wealth Partners, LLC | 8,515 | $651.0K | 0.26% | +2,203+34.9% | Added |