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 |
|---|---|---|---|---|---|
| Main Street Financial Solutions, LLC | 100,658 | $7.70M | 0.49% | +9,817+10.8% | Added |
| Financial Enhancement Group LLC | 96,581 | $7.74M | 1.04% | −11,830−10.9% | Reduced |
| Zhang Financial LLC | 104,513 | $7.99M | 0.32% | −376−0.4% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 104,702 | $8.00M | 0.26% | −1,051−1.0% | Reduced |
| Versant Capital Management, Inc | 105,386 | $8.06M | 1.10% | −11,011−9.5% | Reduced |
| AMJ Financial Wealth Management | 105,484 | $8.06M | 1.95% | −3,923−3.6% | Reduced |
| Park Avenue Securities LLC | 105,572 | $8.07M | 0.06% | +34,976+49.5% | Added |
| Abound Financial, LLC | 105,603 | $8.07M | 3.23% | −13,119−11.1% | Reduced |
| Managed Asset Portfolios, LLC | 107,016 | $8.18M | 1.01% | −1,310−1.2% | Reduced |
| Lido Advisors, LLC | 107,195 | $8.20M | 0.03% | +54,423+103.1% | Added |
| Copley Financial Group, Inc. | 108,563 | $8.30M | 5.68% | −9,970−8.4% | Reduced |
| Avos Capital Management, LLC | 110,641 | $8.46M | 3.95% | +14,365+14.9% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 112,387 | $8.51M | 0.02% | +30,248+36.8% | Added |
| Oppenheimer & Co Inc | 111,989 | $8.56M | 0.10% | +111,989 | New |
| Walkner Condon Financial Advisors LLC | 112,613 | $8.61M | 1.36% | +16,004+16.6% | Added |
| AIFG Consultants Ltd. | 114,374 | $8.74M | 15.42% | −14,639−11.3% | Reduced |
| Horst & Graben Wealth Management LLC | 114,645 | $8.76M | 1.34% | +40,187+54.0% | Added |
| StoneX Group Inc. | 117,442 | $8.98M | 0.39% | +117,442 | New |
| Chatham Capital Group, Inc. | 120,341 | $9.20M | 1.32% | +1,020+0.9% | Added |
| Stratos Wealth Advisors, LLC | 120,546 | $9.22M | 0.44% | −1,060−0.9% | Reduced |
| Hudson Capital Management LLC | 121,660 | $9.30M | 2.47% | −5,593−4.4% | Reduced |
| Clark Capital Management Group, Inc. | 121,808 | $9.31M | 0.06% | +22,557+22.7% | Added |
| Ameritas Advisory Services, LLC | 126,691 | $9.69M | 0.63% | +84,516+200.4% | Added |
| Journey Strategic Wealth LLC | 129,129 | $9.87M | 0.28% | +5,440+4.4% | Added |
| Accretive Wealth Partners, LLC | 130,421 | $9.97M | 3.04% | +3,468+2.7% | Added |
| Retirement Income Solutions, Inc | 133,593 | $10.2M | 1.75% | −1,628−1.2% | Reduced |
| Lam Group, Inc. | 134,055 | $10.2M | 6.35% | +4,170+3.2% | Added |
| Cardinal Strategic Wealth Guidance | 134,792 | $10.3M | 2.77% | +8,445+6.7% | Added |
| Wealth Advisory Solutions, LLC | 135,802 | $10.4M | 2.51% | +4,896+3.7% | Added |
| Sterling Investment Advisors, Ltd. | 136,425 | $10.4M | 2.03% | −317−0.2% | Reduced |
| Synovus Financial Corp | 139,845 | $10.7M | 0.12% | +5,148+3.8% | Added |
| Plum Street Advisors, LLC | 141,493 | $10.8M | 4.18% | +141,493 | New |
| R. W. Roge & Company, Inc. | 145,566 | $11.1M | 5.71% | +6,279+4.5% | Added |
| Kestra Advisory Services, LLC | 152,520 | $11.7M | 0.05% | +6,764+4.6% | Added |
| Buck Wealth Strategies, LLC | 152,647 | $11.7M | 1.60% | +12,680+9.1% | Added |
| Truist Financial Corp | 153,999 | $11.8M | 0.02% | +24,046+18.5% | Added |
| Austin Private Wealth, LLC | 155,603 | $11.9M | 0.92% | +45,952+41.9% | Added |
| New Perspectives, Inc | 157,803 | $12.1M | 5.40% | +2,633+1.7% | Added |
| IHT Wealth Management, LLC | 157,768 | $12.1M | 0.31% | +129,231+452.9% | Added |
| Wealthcare Advisory Partners LLC | 158,628 | $12.1M | 0.25% | +104,755+194.4% | Added |
| Citadel Advisors LLC | 159,879 | $12.2M | 0.01% | +108,037+208.4% | Added |
| LWM Advisory Services, LLC | 161,495 | $12.3M | 7.20% | −97,735−37.7% | Reduced |
| Quent Capital, LLC | 164,228 | $12.6M | 1.05% | +17,132+11.6% | Added |
| Avid Wealth Partners LLC | 165,878 | $12.7M | 6.30% | +9,357+6.0% | Added |
| Sage Private Wealth Group, LLC | 170,626 | $13.0M | 7.25% | −5,335−3.0% | Reduced |
| Alaska Permanent Fund Corp | 171,000 | $13.5M | 0.81% | 00.0% | Unchanged |
| CFS Investment Advisory Services, LLC | 167,678 | $13.6M | 1.01% | +47,344+39.3% | Added |
| Harbor Investment Advisory, LLC | 179,260 | $13.7M | 1.13% | −4,194−2.3% | Reduced |
| China Universal Asset Management Co., Ltd. | 189,200 | $14.5M | 1.20% | 00.0% | Unchanged |
| Encompass More Asset Management | 193,020 | $14.8M | 2.84% | −21,377−10.0% | Reduced |
| GWM Advisors LLC | 193,522 | $14.8M | 0.07% | +40,912+26.8% | Added |
| Gould Asset Management LLC | 196,091 | $15.0M | 2.78% | −39,987−16.9% | Reduced |
| Warren Street Wealth Advisors, LLC | 198,129 | $15.1M | 4.54% | −45,063−18.5% | Reduced |
| Stratos Wealth Partners, LTD. | 203,922 | $15.6M | 0.18% | +51,251+33.6% | Added |
| Medici Capital LLC | 204,026 | $15.6M | 11.60% | 00.0% | Unchanged |
| Bank of Nova Scotia | 204,600 | $15.6M | 0.03% | −195,400−48.9% | Reduced |
| Altfest L J & Co Inc | 207,388 | $15.9M | 1.77% | +12,305+6.3% | Added |
| CoreCap Advisors, LLC | 208,888 | $16.0M | 0.58% | +1,379+0.7% | Added |
| Wiley Bros.-Aintree Capital, LLC | 211,523 | $16.2M | 0.10% | +6,697+3.3% | Added |
| Renaissance Technologies LLC | 211,900 | $16.2M | 0.02% | +211,900 | New |
| Deutsche Bank AG | 220,100 | $16.8M | 0.01% | −17,842−7.5% | Reduced |
| Nottingham Advisors, Inc. | 222,584 | $17.0M | 2.36% | +9,594+4.5% | Added |
| Timber Creek Capital Management LLC | 224,139 | $17.1M | 4.14% | −1,230−0.5% | Reduced |
| Coco Enterprises, LLC | 236,351 | $18.1M | 9.56% | −332−0.1% | Reduced |
| Penserra Capital Management LLC | 236,985 | $18.1M | 0.22% | +42,112+21.6% | Added |
| AE Wealth Management LLC | 241,337 | $18.5M | 0.12% | +71,845+42.4% | Added |
| Continuum Wealth Advisors, LLC | 245,215 | $18.7M | 7.99% | +17,640+7.8% | Added |
| Mirae Asset Global Investments Co., Ltd. | 247,700 | $18.9M | 0.06% | +26,500+12.0% | Added |
| MML Investors Services, LLC | 248,182 | $19.0M | 0.05% | +41,298+20.0% | Added |
| Peak Financial Advisors LLC | 249,333 | $19.1M | 9.15% | +600+0.2% | Added |
| Miracle Mile Advisors, LLC | 251,640 | $19.2M | 0.29% | −7,296−2.8% | Reduced |
| Evercore Wealth Management, LLC | 251,757 | $19.2M | 0.28% | +143,322+132.2% | Added |
| NavPoint Financial, Inc. | 253,560 | $19.4M | 10.17% | −2,796−1.1% | Reduced |
| Brandywine Oak Private Wealth LLC | 257,933 | $19.7M | 1.71% | −18,480−6.7% | Reduced |
| McMorgan & Co LLC | 266,857 | $20.4M | 3.14% | −19,801−6.9% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 282,645 | $22.3M | 0.03% | +59,622+26.7% | Added |
| Austin Wealth Management, LLC | 276,759 | $22.5M | 3.53% | +7,765+2.9% | Added |
| Commonwealth Equity Services, LLC | 298,625 | $22.8M | 0.03% | +101,812+51.7% | Added |
| Assetmark, Inc | 322,731 | $24.7M | 0.05% | −16,037−4.7% | Reduced |
| Quadrature Capital Ltd | 329,436 | $25.2M | 0.30% | −271,985−45.2% | Reduced |
| Mariner, LLC | 331,050 | $25.3M | 0.03% | +75,675+29.6% | Added |
| CI Private Wealth, LLC | 341,919 | $26.1M | 0.04% | +26,322+8.3% | Added |
| Evernest Financial Advisors, LLC | 358,715 | $27.4M | 7.68% | −38,227−9.6% | Reduced |
| Baird Financial Group, Inc. | 359,488 | $27.5M | 0.04% | +9,457+2.7% | Added |
| Mission Creek Capital Partners, Inc. | 368,794 | $28.2M | 5.57% | −3,603−1.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 369,561 | $28.3M | 0.02% | +16,773+4.8% | Added |
| Sentinel Pension Advisors Inc | 386,642 | $29.6M | 4.73% | −53,856−12.2% | Reduced |
| Bangor Savings Bank | 436,528 | $33.4M | 2.78% | +11,657+2.7% | Added |
| SNS Financial Group, LLC | 437,944 | $33.5M | 2.91% | −10,812−2.4% | Reduced |
| Nissay Asset Management Corp | 446,941 | $34.2M | 0.19% | +148,268+49.6% | Added |
| Tradewinds Capital Management, LLC | 463,681 | $35.4M | 7.96% | +2,604+0.6% | Added |
| Oversea-Chinese Banking CORP Ltd | 466,647 | $35.7M | 0.92% | −1,474−0.3% | Reduced |
| Main Street Research LLC | 466,864 | $35.7M | 1.93% | +18,377+4.1% | Added |
| Cetera Investment Advisers | 476,389 | $36.4M | 0.04% | +151,417+46.6% | Added |
| Confluence Investment Management LLC | 488,393 | $37.3M | 0.53% | −37,213−7.1% | Reduced |
| SBI Securities Co., Ltd. | 499,243 | $38.2M | 0.99% | +115,380+30.1% | Added |
| Diversify Advisory Services, LLC | 484,161 | $38.4M | 1.29% | +14,409+3.1% | Added |
| MBL Wealth, LLC | 516,830 | $39.5M | 3.45% | +6,430+1.3% | Added |
| Farther Finance Advisors, LLC | 541,467 | $41.4M | 0.63% | +28,037+5.5% | Added |
| Capital Planning Advisors, LLC | 547,323 | $41.8M | 5.75% | −2,947−0.5% | Reduced |