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 |
|---|---|---|---|---|---|
| Captrust Financial Advisors | 18,171 | $1.39M | 0.00% | −648−3.4% | Reduced |
| Clearstead Advisors, LLC | 18,627 | $1.42M | 0.02% | +9,438+102.7% | Added |
| Diligent Investors, LLC | 18,711 | $1.43M | 0.36% | 00.0% | Unchanged |
| Petix & Botte Co | 19,044 | $1.46M | 0.34% | −580−3.0% | Reduced |
| MAI Capital Management | 19,126 | $1.46M | 0.01% | −216−1.1% | Reduced |
| Tocqueville Asset Management L.P. | 19,135 | $1.46M | 0.02% | −420−2.1% | Reduced |
| Caitlin John, LLC | 19,579 | $1.50M | 1.04% | +177+0.9% | Added |
| InTrack Investment Management Inc | 19,761 | $1.51M | 0.90% | +4,415+28.8% | Added |
| Q3 Asset Management | 19,837 | $1.52M | 0.52% | −1,017−4.9% | Reduced |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 19,864 | $1.52M | 0.19% | +2,863+16.8% | Added |
| Eagle Global Advisors LLC | 20,100 | $1.54M | 0.06% | +4,100+25.6% | Added |
| Freestone Capital Holdings, LLC | 20,166 | $1.54M | 0.05% | 00.0% | Unchanged |
| Richard Bernstein Advisors LLC | 20,288 | $1.55M | 0.04% | −864−4.1% | Reduced |
| Holistic Planning, LLC | 20,821 | $1.59M | 0.42% | −742−3.4% | Reduced |
| Quartz Partners, LLC | 20,830 | $1.59M | 0.58% | −2,559−10.9% | Reduced |
| Boothbay Fund Management, LLC | 20,900 | $1.60M | 0.04% | +4,400+26.7% | Added |
| Pecaut & Co. | 20,963 | $1.60M | 0.51% | +1,016+5.1% | Added |
| Wealth Management Nebraska | 21,190 | $1.62M | 0.19% | +5,343+33.7% | Added |
| Wealthfront Advisers LLC | 21,340 | $1.63M | 0.00% | +17,503+456.2% | Added |
| Leading Edge Financial Planning LLC | 21,565 | $1.65M | 0.41% | −3,746−14.8% | Reduced |
| Carret Asset Management, LLC | 21,609 | $1.65M | 0.16% | 00.0% | Unchanged |
| ZEGA Investments, LLC | 21,609 | $1.65M | 0.38% | +21,609 | New |
| Bravias Capital Group, LLC | 21,713 | $1.66M | 1.11% | +5,725+35.8% | Added |
| Norden Group LLC | 21,767 | $1.66M | 0.17% | +498+2.3% | Added |
| Robinson Value Management, Ltd. | 21,836 | $1.67M | 0.97% | −270−1.2% | Reduced |
| Hollencrest Capital Management | 21,902 | $1.67M | 0.06% | +11+0.1% | Added |
| Heritage Wealth Advisors | 21,975 | $1.68M | 0.07% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 22,225 | $1.70M | 0.00% | +445+2.0% | Added |
| Green Harvest Asset Management LLC | 22,502 | $1.72M | 0.03% | +649+3.0% | Added |
| IFG Advisory, LLC | 22,538 | $1.72M | 0.08% | +4,411+24.3% | Added |
| Myecfo, LLC | 22,758 | $1.74M | 0.79% | +2,400+11.8% | Added |
| Astoria Portfolio Advisors LLC. | 21,842 | $1.75M | 0.46% | +1,345+6.6% | Added |
| Merkkuri Wealth Advisors LLC | 23,229 | $1.78M | 1.29% | +4,743+25.7% | Added |
| Nwam LLC | 20,889 | $1.81M | 0.10% | +2,389+12.9% | Added |
| Perennial Investment Advisors, LLC | 23,740 | $1.81M | 0.15% | +2,523+11.9% | Added |
| Theory Financial LLC | 20,998 | $1.82M | 0.64% | +7,656+57.4% | Added |
| Sargent Investment Group, LLC | 24,300 | $1.86M | 0.26% | +675+2.9% | Added |
| Guggenheim Capital LLC | 24,416 | $1.87M | 0.01% | 00.0% | Unchanged |
| Brown Miller Wealth Management, LLC | 24,463 | $1.87M | 0.53% | +710+3.0% | Added |
| Western Wealth Management, LLC | 24,531 | $1.88M | 0.10% | +4,639+23.3% | Added |
| Prosperity Consulting Group, LLC | 24,766 | $1.89M | 0.09% | −187−0.7% | Reduced |
| Biltmore Family Office, LLC | 25,126 | $1.92M | 0.27% | 00.0% | Unchanged |
| Valicenti Advisory Services Inc | 25,320 | $1.94M | 0.42% | +1,581+6.7% | Added |
| Hutchinson Capital Management | 25,437 | $1.94M | 0.34% | 00.0% | Unchanged |
| Allworth Financial LP | 25,508 | $1.95M | 0.01% | −148−0.6% | Reduced |
| Collaborative Wealth Managment Inc. | 25,652 | $1.96M | 0.79% | +9,650+60.3% | Added |
| Whittier Trust Co of Nevada Inc | 25,500 | $1.96M | 0.04% | 00.0% | Unchanged |
| Headlands Technologies LLC | 25,825 | $1.97M | 0.16% | +11,650+82.2% | Added |
| One Charles Private Wealth Services, LLC | 25,856 | $1.98M | 0.52% | +546+2.2% | Added |
| Apeiron RIA LLC | 24,665 | $1.98M | 0.45% | +4,934+25.0% | Added |
| Tradition Wealth Management, LLC | 25,910 | $1.98M | 0.15% | +8,072+45.3% | Added |
| Arcus Capital Partners, LLC | 26,210 | $2.00M | 0.88% | +26,210 | New |
| Choate Investment Advisors | 26,425 | $2.02M | 0.04% | +448+1.7% | Added |
| Vantage Point Financial LLC | 26,746 | $2.04M | 0.79% | +4,269+19.0% | Added |
| Brown Financial Advisors | 27,651 | $2.11M | 0.78% | −631−2.2% | Reduced |
| Aspetuck Financial Management LLC | 28,133 | $2.15M | 1.47% | −79−0.3% | Reduced |
| PDS Planning, Inc | 28,260 | $2.16M | 0.15% | +1,330+4.9% | Added |
| Leo Wealth, LLC | 28,413 | $2.17M | 0.28% | −2,432−7.9% | Reduced |
| Magnolia Private Wealth, LLC | 48,665 | $2.19M | 1.61% | +22,203+83.9% | Added |
| Forbes J M & Co LLP | 28,711 | $2.19M | 0.18% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 28,869 | $2.21M | 0.08% | +2,932+11.3% | Added |
| Visionary Wealth Advisors | 29,144 | $2.23M | 0.10% | +1,202+4.3% | Added |
| Simplicity Wealth,LLC | 29,172 | $2.23M | 0.13% | +6,680+29.7% | Added |
| Kingsview Wealth Management, LLC | 29,534 | $2.26M | 0.03% | +3,028+11.4% | Added |
| Kickstand Ventures, LLC. | 29,778 | $2.28M | 0.50% | +2,341+8.5% | Added |
| SeaCrest Wealth Management, LLC | 28,613 | $2.29M | 0.24% | −2,603−8.3% | Reduced |
| Gradient Capital Advisors, LLC | 30,220 | $2.31M | 0.62% | +217+0.7% | Added |
| Cambridge Associates LLC | 30,631 | $2.34M | 0.04% | 00.0% | Unchanged |
| Wallace Advisory Group, LLC | 35,750 | $2.34M | 1.88% | +6,395+21.8% | Added |
| Independent Financial Group, LLC | 31,220 | $2.39M | 0.06% | +6,587+26.7% | Added |
| Genesis Wealth Advisors, LLC | 31,719 | $2.42M | 1.71% | +524+1.7% | Added |
| Flow Traders U.S. LLC | 32,152 | $2.46M | 0.10% | +32,152 | New |
| Maia Wealth LLC | 30,314 | $2.47M | 0.42% | +10,966+56.7% | Added |
| Mission Wealth Management, LP | 33,209 | $2.54M | 0.05% | +33,209 | New |
| BlackDiamond Wealth Management Inc. | 33,267 | $2.54M | 1.39% | +3,812+12.9% | Added |
| Gotham Asset Management, LLC | 34,057 | $2.60M | 0.01% | +34,057 | New |
| IFP Advisors, Inc | 34,155 | $2.61M | 0.07% | +3,425+11.1% | Added |
| Sovran Advisors, LLC | 33,301 | $2.65M | 0.23% | +3,404+11.4% | Added |
| WFA of San Diego, LLC | 34,833 | $2.66M | 1.82% | +407+1.2% | Added |
| Milestones Private Investment Advisors LLC | 36,163 | $2.76M | 1.89% | +2,329+6.9% | Added |
| Legacy Capital Wealth Partners, LLC | 36,425 | $2.78M | 0.61% | +3,503+10.6% | Added |
| New England Private Wealth Advisors LLC | 36,683 | $2.80M | 0.37% | +13,820+60.4% | Added |
| Ashton Thomas Private Wealth, LLC | 36,703 | $2.81M | 0.07% | +8,284+29.1% | Added |
| Public Employees Retirement System of Ohio | 37,200 | $2.84M | 0.01% | 00.0% | Unchanged |
| Clear Harbor Asset Management, LLC | 37,447 | $2.86M | 0.20% | +37,447 | New |
| WBH Advisory Inc | 37,505 | $2.87M | 0.22% | +1,020+2.8% | Added |
| Synergy Financial Management, LLC | 44,038 | $2.89M | 0.10% | +22,019+100.0% | Added |
| Matrix Trust Co | 38,832 | $2.97M | 0.46% | +2,642+7.3% | Added |
| Valmark Advisers, Inc. | 39,732 | $3.04M | 0.04% | +10,223+34.6% | Added |
| Goldman Sachs Group Inc | 39,992 | $3.06M | 0.00% | −172,745−81.2% | Reduced |
| Relyea Zuckerberg Hanson LLC | 41,088 | $3.14M | 0.33% | +16,212+65.2% | Added |
| Brinker Capital Investments, LLC | 41,373 | $3.16M | 0.02% | +3,225+8.5% | Added |
| Mills Wealth Advisors LLC | 41,402 | $3.17M | 1.29% | +304+0.7% | Added |
| Mutual Advisors, LLC | 38,928 | $3.17M | 0.07% | +22,430+136.0% | Added |
| Steward Partners Investment Advisory, LLC | 42,132 | $3.22M | 0.02% | +2,283+5.7% | Added |
| Horizon Financial Services, LLC | 42,448 | $3.25M | 1.55% | −406−0.9% | Reduced |
| KPP Advisory Services LLC | 42,548 | $3.25M | 0.48% | +5,146+13.8% | Added |
| Marex Group plc | 42,942 | $3.28M | 0.04% | +42,942 | New |
| Shira Ridge Wealth Management | 43,588 | $3.33M | 1.41% | +3,072+7.6% | Added |
| Vertex Planning Partners, LLC | 44,138 | $3.37M | 0.65% | +20,777+88.9% | Added |