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 |
|---|---|---|---|---|---|
| Fullerton Fund Management Co Ltd. | 554,153 | $42.4M | 1.64% | −150,178−21.3% | Reduced |
| Manufacturers Life Insurance Company, The | 554,924 | $42.4M | 0.03% | +1,045+0.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 555,444 | $42.5M | 0.12% | +84,545+18.0% | Added |
| Cresset Asset Management, LLC | 557,152 | $42.6M | 0.19% | +99,756+21.8% | Added |
| American Investment Services, Inc. | 563,355 | $43.1M | 10.35% | −12,711−2.2% | Reduced |
| Nepc LLC | 614,865 | $47.0M | 1.24% | −77,679−11.2% | Reduced |
| Richard C. Young & CO., LTD. | 650,874 | $49.8M | 4.62% | −199,638−23.5% | Reduced |
| Parcion Private Wealth LLC | 664,615 | $50.8M | 3.17% | +2,047+0.3% | Added |
| Van Eck Associates Corp | 671,036 | $51.3M | 0.05% | 00.0% | Unchanged |
| Capitolis Liquid Global Markets LLC | 720,600 | $55.1M | 0.44% | +13,600+1.9% | Added |
| Rockefeller Capital Management L.P. | 724,725 | $55.4M | 0.11% | +106,801+17.3% | Added |
| Equitable Holdings, Inc. | 735,355 | $56.2M | 0.41% | +91,842+14.3% | Added |
| Greenline Partners, LLC | 736,637 | $56.3M | 6.84% | −146,106−16.6% | Reduced |
| US Bancorp | 737,533 | $56.4M | 0.07% | +141,926+23.8% | Added |
| CWM, LLC | 781,531 | $59.7M | 0.18% | +653,080+508.4% | Added |
| Bank of New York Mellon Corp | 820,784 | $62.7M | 0.01% | −181,754−18.1% | Reduced |
| Great Valley Advisor Group, Inc. | 889,714 | $68.0M | 1.36% | +41,957+4.9% | Added |
| Raymond James Financial Inc | 894,081 | $68.4M | 0.02% | +133,717+17.6% | Added |
| Private Advisor Group, LLC | 914,495 | $69.9M | 0.34% | −67,451−6.9% | Reduced |
| Gradient Investments LLC | 992,839 | $75.9M | 1.27% | +70,188+7.6% | Added |
| Cohen & Steers, Inc. | 1,008,438 | $77.1M | 0.14% | −48,958−4.6% | Reduced |
| Toroso Investments, LLC | 1,074,102 | $82.1M | 0.35% | +127,330+13.4% | Added |
| Benjamin Edwards Inc | 1,129,521 | $86.4M | 0.98% | +40,015+3.7% | Added |
| Envestnet Asset Management Inc | 1,176,777 | $90.0M | 0.03% | +211,029+21.9% | Added |
| Cerity Partners LLC | 1,203,258 | $92.0M | 0.15% | +136,995+12.8% | Added |
| Hollow Brook Wealth Management LLC | 1,248,201 | $95.4M | 22.58% | +37,976+3.1% | Added |
| SEI Investments Co | 1,299,889 | $99.4M | 0.11% | +118,441+10.0% | Added |
| HighTower Advisors, LLC | 1,318,172 | $100.8M | 0.11% | +67,611+5.4% | Added |
| Royal Bank of Canada | 1,342,697 | $102.6M | 0.02% | +262,932+24.4% | Added |
| Charles Schwab Investment Management Inc | 1,390,614 | $106.3M | 0.02% | +41,765+3.1% | Added |
| Strategic Financial Services, Inc, | 1,397,914 | $106.9M | 5.36% | +8,149+0.6% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 1,450,190 | $110.9M | 0.18% | +105,922+7.9% | Added |
| JPMorgan Chase & Co | 1,514,666 | $115.8M | 0.01% | +285,040+23.2% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 1,652,710 | $126.3M | 1.02% | +117,200+7.6% | Added |
| Resona Asset Management Co.,Ltd. | 1,739,000 | $131.9M | 0.62% | +443,800+34.3% | Added |
| Mizuho Bank, Ltd. | 1,802,000 | $137.8M | 15.29% | +1,802,000 | New |
| Stifel Financial Corp | 1,843,134 | $140.9M | 0.13% | +91,901+5.2% | Added |
| Advisor Group Holdings, Inc. | 2,007,616 | $147.3M | 0.21% | +1,652,986+466.1% | Added |
| Evergreen Quality Fund GP, Ltd. | 2,212,715 | $169.2M | 3.75% | +692,415+45.5% | Added |
| Principal Financial Group Inc | 2,539,966 | $194.2M | 0.10% | −636,900−20.0% | Reduced |
| Ameriprise Financial Inc | 2,667,185 | $203.9M | 0.05% | +237,644+9.8% | Added |
| 3EDGE Asset Management, LP | 2,700,196 | $206.4M | 11.65% | +488,576+22.1% | Added |
| State Street Corp | 2,702,828 | $206.6M | 0.01% | +7,560+0.3% | Added |
| LPL Financial LLC | 3,021,531 | $231.0M | 0.07% | +369,318+13.9% | Added |
| UBS Group AG | 3,315,804 | $253.5M | 0.05% | +259,066+8.5% | Added |
| Cassaday & Co Wealth Management LLC | 3,407,765 | $260.5M | 6.01% | +1,4160.0% | Added |
| Asset Management One Co.,Ltd. | 3,417,965 | $261.3M | 0.76% | −637,597−15.7% | Reduced |
| Wells Fargo & Company | 5,128,107 | $392.0M | 0.08% | +777,084+17.9% | Added |
| Empower Advisory Group, LLC | 5,655,394 | $432.4M | 1.20% | +526,855+10.3% | Added |
| Evoke Wealth, LLC | 7,251,662 | $554.4M | 11.56% | +221,449+3.1% | Added |
| Bank of America Corp | 7,367,296 | $563.2M | 0.04% | +1,636,398+28.6% | Added |
| Morgan Stanley | 8,618,409 | $658.9M | 0.04% | +691,694+8.7% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 18,477,937 | $1.41B | 0.81% | +3,881,643+26.6% | Added |
| Cornerstone Planning Group LLC | 2,855 | – | – | +2,855 | New |
| Virtu Financial LLC | 0 | $0 | 0.00% | −1,292,149−100.0% | Sold out |
| Burt Wealth Advisors | 0 | $0 | 0.00% | −538,098−100.0% | Sold out |
| Toronto Dominion Bank | 0 | $0 | 0.00% | −150,000−100.0% | Sold out |
| B&D White Capital Company, LLC | 0 | $0 | 0.00% | −147,373−100.0% | Sold out |
| Alliance Wealth Advisors, LLC | 0 | $0 | 0.00% | −107,086−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −92,463−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −84,972−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −56,492−100.0% | Sold out |
| Jacobi Capital Management LLC | 0 | $0 | 0.00% | −48,244−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −42,431−100.0% | Sold out |
| Advisor Resource Council | 0 | $0 | 0.00% | −25,169−100.0% | Sold out |
| Tradewinds, LLC. | 0 | $0 | 0.00% | −18,486−100.0% | Sold out |
| Balentine LLC | 0 | $0 | 0.00% | −15,616−100.0% | Sold out |
| IFG Advisors, LLC | 0 | $0 | 0.00% | −14,113−100.0% | Sold out |
| AlphaStar Capital Management, LLC | 0 | $0 | 0.00% | −12,605−100.0% | Sold out |
| SWMG, LLC | 0 | $0 | 0.00% | −11,713−100.0% | Sold out |
| TownSquare Capital, LLC | 0 | $0 | 0.00% | −11,566−100.0% | Sold out |
| Bristlecone Advisors, LLC | 0 | $0 | 0.00% | −5,400−100.0% | Sold out |
| Hengehold Capital Management LLC | 0 | $0 | 0.00% | −4,948−100.0% | Sold out |
| Brookwood Investment Group LLC | 0 | $0 | 0.00% | −4,938−100.0% | Sold out |
| Betterment LLC | 0 | $0 | 0.00% | −3,685−100.0% | Sold out |
| CMC Financial Group | 0 | $0 | 0.00% | −3,427−100.0% | Sold out |
| Richardson Financial Services Inc. | 0 | $0 | 0.00% | −3,227−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −3,200−100.0% | Sold out |
| Per Stirling Capital Management, LLC. | 0 | $0 | 0.00% | −3,132−100.0% | Sold out |
| Fortitude Family Office, LLC | 0 | $0 | 0.00% | −2,600−100.0% | Sold out |
| Maseco LLP | 0 | $0 | 0.00% | −1,570−100.0% | Sold out |
| Glenmede Investment Management, LP | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Beacon Capital Management, LLC | 0 | $0 | 0.00% | −581−100.0% | Sold out |
| Mid-American Wealth Advisory Group, Inc. | 0 | $0 | 0.00% | −476−100.0% | Sold out |
| GeoWealth Management, LLC | 0 | $0 | 0.00% | −325−100.0% | Sold out |
| Skopos Labs, Inc. | 0 | $0 | 0.00% | −315−100.0% | Sold out |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0 | $0 | 0.00% | −169−100.0% | Sold out |
| Archer Investment Corp | 0 | $0 | 0.00% | −155−100.0% | Sold out |
| Kiker Wealth Management, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −97−100.0% | Sold out |
| HHM Wealth Advisors, LLC | 0 | $0 | 0.00% | −90−100.0% | Sold out |
| Whipplewood Advisors, LLC | 0 | $0 | 0.00% | −47−100.0% | Sold out |
| Briaud Financial Planning, Inc | 0 | $0 | 0.00% | −31−100.0% | Sold out |
| South State Corp. | 0 | $0 | 0.00% | −23−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Morton Brown Family Wealth, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Congress Wealth Management LLC | – | – | – | – | Not filed |
| E Fund Management Co., Ltd. | – | – | – | – | Not filed |
| Avantax Advisory Services, Inc. | – | – | – | – | Not filed |
| Atria Wealth Solutions, Inc. | – | – | – | – | Not filed |