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 |
|---|---|---|---|---|---|
| Paul R. Ried Financial Group, LLC | 44,465 | $3.40M | 1.72% | −2,479−5.3% | Reduced |
| Creative Planning | 44,576 | $3.41M | 0.00% | +1,053+2.4% | Added |
| Mayflower Financial Advisors, LLC | 45,518 | $3.48M | 0.44% | +15,786+53.1% | Added |
| American National Bank of Texas | 45,688 | $3.49M | 3.29% | +45,688 | New |
| Global Wealth Management Investment Advisory, Inc. | 46,394 | $3.55M | 0.59% | +2,098+4.7% | Added |
| Bridgewater Advisors Inc. | 45,958 | $3.62M | 0.25% | −43−0.1% | Reduced |
| Global Retirement Partners, LLC | 47,412 | $3.62M | 0.08% | +5,977+14.4% | Added |
| Tennessee Valley Asset Management Partners | 47,507 | $3.63M | 0.49% | +521+1.1% | Added |
| Ci Investments Inc. | 47,534 | $3.63M | 0.01% | 00.0% | Unchanged |
| Thrive Capital Management, LLC | 48,003 | $3.67M | 0.95% | +6,054+14.4% | Added |
| RSM US Wealth Management LLC | 48,032 | $3.67M | 0.05% | −70−0.1% | Reduced |
| Hutchinson Financial Advisors, INC | 48,768 | $3.72M | 3.66% | +27,959+134.4% | Added |
| AMG National Trust Bank | 49,163 | $3.76M | 0.09% | +22,918+87.3% | Added |
| Patten Group, Inc. | 49,386 | $3.78M | 0.73% | +15,695+46.6% | Added |
| Brown Brothers Harriman & Co | 50,347 | $3.85M | 0.02% | −1,112−2.2% | Reduced |
| McNaughton Wealth Management, LLC | 51,857 | $3.96M | 1.67% | +14,839+40.1% | Added |
| Franklin Resources Inc | 52,083 | $3.98M | 0.00% | +4,807+10.2% | Added |
| Hobbs Group Advisors, LLC | 53,171 | $4.06M | 1.27% | −4,109−7.2% | Reduced |
| Merit Financial Group, LLC | 53,195 | $4.07M | 0.04% | +6,636+14.3% | Added |
| Nomura Asset Management Co Ltd | 53,400 | $4.08M | 0.01% | +19,500+57.5% | Added |
| MONECO Advisors, LLC | 54,637 | $4.18M | 0.35% | +4,249+8.4% | Added |
| Mercer Global Advisors Inc | 55,414 | $4.24M | 0.01% | −1,517−2.7% | Reduced |
| Jones Financial Companies LLLP | 56,842 | $4.24M | 0.00% | +9,860+21.0% | Added |
| Pitcairn Co | 55,539 | $4.25M | 0.34% | +20,246+57.4% | Added |
| American Trust | 55,800 | $4.27M | 0.36% | +55,800 | New |
| Atria Investments LLC | 55,857 | $4.27M | 0.05% | −19,375−25.8% | Reduced |
| Adviser Investments LLC | 56,080 | $4.29M | 0.05% | −3,438−5.8% | Reduced |
| Compass Ion Advisors, LLC | 56,100 | $4.29M | 0.41% | +5,224+10.3% | Added |
| Alliancebernstein L.P. | 56,220 | $4.30M | 0.00% | +56,220 | New |
| Richard P Slaughter Associates Inc | 56,847 | $4.35M | 0.94% | +56,847 | New |
| Arete Wealth Advisors, LLC | 57,034 | $4.37M | 0.27% | +10,994+23.9% | Added |
| Harbour Investments, Inc. | 57,731 | $4.41M | 0.10% | +3,244+6.0% | Added |
| Penobscot Wealth Management | 57,767 | $4.42M | 1.42% | +3,818+7.1% | Added |
| Scotia Capital Inc. | 58,298 | $4.46M | 0.02% | −1,836−3.1% | Reduced |
| Joseph Group Capital Management | 59,195 | $4.53M | 1.28% | −1,217−2.0% | Reduced |
| Integrity Alliance, LLC. | 59,248 | $4.53M | 0.21% | +9,228+18.4% | Added |
| Apella Capital, LLC | 53,236 | $4.54M | 0.10% | +3,706+7.5% | Added |
| Kraematon Investment Advisors, Inc | 59,617 | $4.56M | 3.90% | +413+0.7% | Added |
| Baker Ellis Asset Management LLC | 59,880 | $4.58M | 0.56% | +2,880+5.1% | Added |
| Reyes Financial Architecture, Inc. | 60,141 | $4.60M | 3.12% | +60,141 | New |
| Stansberry Asset Management, LLC | 60,399 | $4.62M | 0.48% | +6,541+12.1% | Added |
| Prime Capital Investment Advisors, LLC | 60,406 | $4.62M | 0.06% | −1,574−2.5% | Reduced |
| Compass Wealth Management, LLC | 61,779 | $4.72M | 2.09% | +2,814+4.8% | Added |
| Brookstone Capital Management | 62,365 | $4.77M | 0.06% | −38,756−38.3% | Reduced |
| NDVR, Inc. | 62,736 | $4.80M | 4.00% | 00.0% | Unchanged |
| Beckerman Institutional, LLC | 63,111 | $4.82M | 2.84% | −796−1.2% | Reduced |
| Catalyst Capital Advisors LLC | 63,400 | $4.85M | 0.10% | −3,100−4.7% | Reduced |
| Advisory Services Network, LLC | 63,927 | $4.89M | 0.07% | +9,151+16.7% | Added |
| Kestra Private Wealth Services, LLC | 64,009 | $4.89M | 0.06% | +4,036+6.7% | Added |
| Marble Harbor Investment Counsel, LLC | 64,050 | $4.90M | 0.51% | −2,325−3.5% | Reduced |
| Entrewealth, LLC | 64,811 | $4.95M | 2.55% | +7,312+12.7% | Added |
| Foundations Investment Advisors, LLC | 65,110 | $4.98M | 0.07% | +5,520+9.3% | Added |
| Beacon Pointe Advisors, LLC | 65,633 | $5.02M | 0.04% | +32,228+96.5% | Added |
| AQR Capital Management LLC | 66,025 | $5.05M | 0.00% | +40,164+155.3% | Added |
| Segment Wealth Management, LLC | 66,528 | $5.09M | 0.30% | +269+0.4% | Added |
| Royal Harbor Partners, LLC | 67,011 | $5.12M | 1.74% | +2,635+4.1% | Added |
| Inspirion Wealth Advisors, LLC | 98,375 | $5.13M | 0.72% | −5,182−5.0% | Reduced |
| Fortis Advisors, LLC | 67,611 | $5.17M | 2.95% | −13,270−16.4% | Reduced |
| Seven Post Investment Office LP | 68,825 | $5.26M | 1.90% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 68,851 | $5.26M | 0.10% | −1,280−1.8% | Reduced |
| Lynx Investment Advisory | 69,428 | $5.31M | 3.18% | +3,351+5.1% | Added |
| Essex Financial Services, Inc. | 69,613 | $5.32M | 0.32% | +19,665+39.4% | Added |
| Integrated Advisors Network LLC | 70,188 | $5.37M | 0.23% | +3,789+5.7% | Added |
| TD Waterhouse Canada Inc. | 70,554 | $5.38M | 0.04% | −10,029−12.4% | Reduced |
| KWB Wealth | 83,878 | $5.50M | 0.61% | +6,261+8.1% | Added |
| Cabot Wealth Management Inc | 72,196 | $5.52M | 0.61% | +2,230+3.2% | Added |
| Bush Investment Group, LLC | 73,182 | $5.59M | 3.31% | +21,983+42.9% | Added |
| Comerica Bank | 75,340 | $5.76M | 0.02% | +668+0.9% | Added |
| Financial Guidance Group, Inc. | 76,222 | $5.83M | 2.61% | +1,026+1.4% | Added |
| Financial Life Advisors | 76,294 | $5.83M | 1.87% | +3,513+4.8% | Added |
| Aptus Capital Advisors, LLC | 78,374 | $5.99M | 0.05% | +1,720+2.2% | Added |
| Certior Financial Group, LLC | 78,772 | $6.02M | 4.09% | +13,042+19.8% | Added |
| Upper Left Wealth Management, LLC | 78,811 | $6.03M | 3.78% | −2,210−2.7% | Reduced |
| JNBA Financial Advisors | 80,364 | $6.14M | 0.56% | −9,569−10.6% | Reduced |
| Cedar Point Capital Partners, LLC | 81,014 | $6.19M | 4.06% | +650+0.8% | Added |
| Bright Financial Advisors, Inc. | 82,834 | $6.33M | 3.10% | +13,558+19.6% | Added |
| Glenview Trust Co | 84,100 | $6.43M | 0.10% | +865+1.0% | Added |
| Janney Montgomery Scott LLC | 84,478 | $6.46M | 0.02% | +11,103+15.1% | Added |
| Team Financial Group, LLC | 86,033 | $6.58M | 3.05% | −2,941−3.3% | Reduced |
| Courier Capital LLC | 87,139 | $6.66M | 0.38% | +4,275+5.2% | Added |
| Stapp Wealth Management, PLLC | 87,847 | $6.72M | 9.02% | −543−0.6% | Reduced |
| Flagship Harbor Advisors, LLC | 88,707 | $6.78M | 0.30% | +77,375+682.8% | Added |
| Element Pointe Advisors, LLC | 88,709 | $6.78M | 1.45% | +88,709 | New |
| Archford Capital Strategies, LLC | 89,143 | $6.82M | 0.81% | −14,024−13.6% | Reduced |
| Lodestar Private Asset Management LLC | 90,591 | $6.93M | 0.72% | +7,422+8.9% | Added |
| Detalus Advisors, LLC | 91,003 | $6.96M | 1.80% | +23,109+34.0% | Added |
| Baker Tilly Wealth Management, LLC | 91,476 | $6.99M | 1.58% | +11,558+14.5% | Added |
| Change Path, LLC | 91,498 | $7.00M | 0.17% | +7,885+9.4% | Added |
| One Wealth Advisors, LLC | 92,623 | $7.08M | 0.89% | +34,524+59.4% | Added |
| Integrity Wealth Solutions LLC | 94,431 | $7.22M | 3.22% | −909−1.0% | Reduced |
| PFG Private Wealth Management, LLC | 94,431 | $7.22M | 3.22% | +94,431 | New |
| Beaumont Financial Advisors, LLC | 95,583 | $7.31M | 0.49% | −4,371−4.4% | Reduced |
| Tidemark, LLC | 95,927 | $7.33M | 2.14% | +23,151+31.8% | Added |
| PFG Advisors | 96,120 | $7.35M | 0.30% | −12,685−11.7% | Reduced |
| UMA Financial Services, Inc. | 96,407 | $7.37M | 1.05% | +37,103+62.6% | Added |
| Fiducient Advisors LLC | 96,619 | $7.39M | 0.86% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 97,126 | $7.43M | 0.62% | +5,132+5.6% | Added |
| Portside Wealth Group, LLC | 97,867 | $7.48M | 1.04% | +24,397+33.2% | Added |
| Purus Wealth Management, LLC | 99,500 | $7.61M | 2.43% | +3,253+3.4% | Added |
| Quantum Financial Advisors, LLC | 100,325 | $7.67M | 0.93% | +9,581+10.6% | Added |