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 |
|---|---|---|---|---|---|
| Brighton Jones LLC | 8,529 | $652.0K | 0.02% | +8,529 | New |
| Strategic Blueprint, LLC | 8,589 | $656.6K | 0.03% | +585+7.3% | Added |
| Signet Financial Management, LLC | 8,652 | $661.4K | 0.08% | +477+5.8% | Added |
| Alpha Financial Partners, LLC | 8,695 | $664.7K | 0.43% | +1,655+23.5% | Added |
| Shepherd Financial Partners LLC | 8,711 | $666.0K | 0.06% | +8,711 | New |
| Mather Group, LLC. | 8,719 | $666.6K | 0.01% | +76+0.9% | Added |
| HORAN Wealth, LLC | 8,772 | $670.6K | 0.11% | +8,772 | New |
| WealthTrak Capital Management LLC | 8,781 | $671.3K | 0.55% | +5,163+142.7% | Added |
| Wedbush Securities Inc | 8,971 | $686.0K | 0.02% | +4,529+102.0% | Added |
| Middleton & Co Inc | 9,151 | $699.6K | 0.08% | 00.0% | Unchanged |
| 4WEALTH Advisors, Inc. | 9,288 | $710.1K | 0.66% | −8−0.1% | Reduced |
| Creative Financial Designs Inc | 9,445 | $722.1K | 0.05% | −278−2.9% | Reduced |
| Principal Securities, Inc. | 9,453 | $722.7K | 0.01% | +2,589+37.7% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 9,463 | $723.4K | 0.04% | −92,905−90.8% | Reduced |
| Indiana Trust & Investment Management CO | 9,500 | $726.3K | 0.22% | 00.0% | Unchanged |
| Verus Capital Partners, LLC | 9,935 | $759.5K | 0.06% | +4,104+70.4% | Added |
| Total Investment Management Inc | 10,044 | $767.9K | 0.10% | −403−3.9% | Reduced |
| Wedmont Private Capital | 9,915 | $781.5K | 0.03% | +9,915 | New |
| Ancora Advisors, LLC | 10,254 | $783.9K | 0.02% | +2,035+24.8% | Added |
| Sigma Planning Corp | 10,272 | $785.3K | 0.02% | −1,080−9.5% | Reduced |
| Wealthspire Advisors, LLC | 10,330 | $789.7K | 0.00% | +2,064+25.0% | Added |
| Redwood Investment Management, LLC | 10,344 | $791.0K | 0.09% | +1,125+12.2% | Added |
| JT Stratford LLC | 10,511 | $803.6K | 0.11% | +411+4.1% | Added |
| Tempus Wealth Planning, LLC | 10,521 | $804.3K | 0.18% | +34+0.3% | Added |
| Triumph Capital Management | 10,641 | $813.5K | 0.22% | +266+2.6% | Added |
| BlackRock, Inc. | 10,670 | $815.7K | 0.00% | −512−4.6% | Reduced |
| Summit Wealth Group LLC | 22,316 | $818.1K | 0.11% | +22,316 | New |
| Meridian Wealth Management, LLC | 10,728 | $820.2K | 0.03% | +10,728 | New |
| Tokio Marine Asset Management Co Ltd | 10,800 | $825.7K | 0.03% | −100−0.9% | Reduced |
| FMR LLC | 10,975 | $839.0K | 0.00% | +1,459+15.3% | Added |
| HSBC Holdings PLC | 11,033 | $843.5K | 0.00% | −11,060−50.1% | Reduced |
| Signal Advisors Wealth, LLC | 11,042 | $844.2K | 0.08% | +3,608+48.5% | Added |
| Acorn Wealth Advisors, LLC | 11,135 | $851.3K | 0.27% | −2,185−16.4% | Reduced |
| Sheets Smith Wealth Management | 11,158 | $853.0K | 0.10% | +90+0.8% | Added |
| DeDora Capital, Inc. | 11,635 | $889.5K | 0.21% | +1,581+15.7% | Added |
| MidWestOne Financial Group, Inc. | 11,659 | $891.3K | 0.11% | −14,566−55.5% | Reduced |
| Gibbs Wealth Management | 11,670 | $892.2K | 0.20% | +2,725+30.5% | Added |
| MSH Capital Advisors LLC | 11,711 | $895.3K | 0.24% | +671+6.1% | Added |
| CIBC World Markets Inc. | 12,037 | $920.2K | 0.00% | +12,037 | New |
| Interchange Capital Partners, LLC | 12,063 | $922.2K | 0.18% | +7,357+156.3% | Added |
| Michael B. Yongue | 12,080 | $923.5K | 0.65% | +1,056+9.6% | Added |
| Belpointe Asset Management LLC | 12,249 | $936.5K | 0.04% | +6,207+102.7% | Added |
| Destiny Capital Corp | 12,255 | $936.9K | 0.51% | +419+3.5% | Added |
| Wealthcare Capital Partners, LLC | 12,269 | $938.0K | 0.43% | +6,552+114.6% | Added |
| Smartleaf Asset Management LLC | 12,552 | $951.7K | 0.06% | +6,218+98.2% | Added |
| K2 Financial Inc. | 11,829 | $962.4K | 0.77% | +4,929+71.4% | Added |
| Lifelong Wealth Advisors, Inc. | 12,647 | $966.9K | 0.29% | +697+5.8% | Added |
| Johnson Financial Group, Inc. | 12,674 | $968.9K | 0.04% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 12,713 | $971.9K | 0.12% | +4,177+48.9% | Added |
| Sovereign Financial Group, Inc. | 12,818 | $979.9K | 0.18% | +3,249+34.0% | Added |
| HBW Advisory Services LLC | 13,077 | $999.7K | 0.11% | +6,805+108.5% | Added |
| Mitchell McLeod Pugh & Williams Inc | 12,777 | $1.00M | 0.16% | −1,551−10.8% | Reduced |
| Atomi Financial Group, Inc. | 13,129 | $1.00M | 0.03% | −3,411−20.6% | Reduced |
| Marshall & Sterling Wealth Advisors Inc. | 13,347 | $1.02M | 0.65% | −609−4.4% | Reduced |
| YHB Investment Advisors, Inc. | 13,585 | $1.04M | 0.08% | +4,284+46.1% | Added |
| Valtinson Bruner Financial Planning LLC | 13,687 | $1.05M | 0.31% | −8,599−38.6% | Reduced |
| Clark Asset Management, LLC | 13,827 | $1.06M | 0.12% | −820−5.6% | Reduced |
| Sage Mountain Advisors LLC | 13,856 | $1.06M | 0.06% | +3,026+27.9% | Added |
| Waterloo Capital, L.P. | 13,882 | $1.06M | 0.08% | +385+2.9% | Added |
| M1 Capital Management LLC | 13,903 | $1.06M | 0.46% | +20.0% | Added |
| Cullen/Frost Bankers, Inc. | 13,940 | $1.07M | 0.01% | +2,459+21.4% | Added |
| U.S. Capital Wealth Advisors, LLC | 14,035 | $1.07M | 0.03% | +1,198+9.3% | Added |
| Parallel Advisors, LLC | 14,097 | $1.08M | 0.02% | +3,164+28.9% | Added |
| Frederick Financial Consultants, LLC | 14,277 | $1.09M | 0.61% | +1,962+15.9% | Added |
| Avidian Wealth Solutions, LLC | 14,301 | $1.09M | 0.04% | +5,806+68.3% | Added |
| Integrated Wealth Concepts LLC | 14,339 | $1.10M | 0.01% | +3,099+27.6% | Added |
| Central Trust Co | 14,463 | $1.11M | 0.02% | −137−0.9% | Reduced |
| Excalibur Management Corp | 14,494 | $1.11M | 0.40% | +1,770+13.9% | Added |
| WealthPLAN Partners, LLC | 14,616 | $1.12M | 0.17% | +6,013+69.9% | Added |
| Capital Management Associates, Inc | 14,655 | $1.12M | 0.30% | −269−1.8% | Reduced |
| Silver Oak Securities, Inc | 14,719 | $1.13M | 0.08% | +614+4.4% | Added |
| Empowered Funds, LLC | 14,726 | $1.13M | 0.01% | +14,726 | New |
| Ausdal Financial Partners, Inc. | 14,819 | $1.13M | 0.06% | +10,089+213.3% | Added |
| Capital Analysts, LLC | 14,833 | $1.13M | 0.03% | +2,855+23.8% | Added |
| Foronjy Financial LLC | 14,899 | $1.14M | 0.50% | +14,899 | New |
| Copia Wealth Management | 14,927 | $1.14M | 0.85% | +17+0.1% | Added |
| First Financial Bank - Trust Division | 15,176 | $1.16M | 0.10% | 00.0% | Unchanged |
| Auour Investments LLC | 15,247 | $1.17M | 0.38% | +1,350+9.7% | Added |
| Welch Group, LLC | 15,311 | $1.17M | 0.05% | +15,311 | New |
| Summit Financial, LLC | 15,590 | $1.19M | 0.02% | +15,590 | New |
| Financial Network Wealth Advisors LLC | 15,604 | $1.19M | 1.30% | +2,628+20.3% | Added |
| Advisory Alpha, LLC | 15,578 | $1.19M | 0.03% | +15,578 | New |
| Mattson Financial Services, LLC | 15,826 | $1.21M | 0.29% | +221+1.4% | Added |
| Paladin Wealth, LLC | 15,921 | $1.22M | 0.88% | −207−1.3% | Reduced |
| Alpha Cubed Investments, LLC | 16,051 | $1.23M | 0.04% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 18,912 | $1.24M | 0.20% | +351+1.9% | Added |
| Brown Advisory Inc | 16,541 | $1.26M | 0.00% | 00.0% | Unchanged |
| Advyzon Investment Management, LLC | 16,558 | $1.27M | 0.22% | −1,964−10.6% | Reduced |
| Kendall Capital Management | 16,709 | $1.28M | 0.29% | −345−2.0% | Reduced |
| Caldwell Trust Co | 16,871 | $1.29M | 0.12% | −10,180−37.6% | Reduced |
| Pathway Financial Advisors LLC | 16,965 | $1.30M | 0.17% | +770+4.8% | Added |
| Warren Averett Asset Management, LLC | 17,119 | $1.31M | 0.01% | +1,566+10.1% | Added |
| Continuum Advisory, LLC | 17,139 | $1.31M | 0.14% | −1,005−5.5% | Reduced |
| Rakuten Securities, Inc. | 17,186 | $1.31M | 0.48% | +983+6.1% | Added |
| A4 Wealth Advisors LLC | 17,212 | $1.32M | 1.11% | +17,212 | New |
| WCG Wealth Advisors LLC | 17,217 | $1.32M | 0.08% | −114−0.7% | Reduced |
| S. R. Schill & Associates | 17,320 | $1.32M | 0.93% | −938−5.1% | Reduced |
| CX Institutional | 17,411 | $1.33M | 0.04% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 18,070 | $1.38M | 0.03% | +382+2.2% | Added |
| Apollon Wealth Management, LLC | 18,108 | $1.38M | 0.02% | −8,136−31.0% | Reduced |