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 |
|---|---|---|---|---|---|
| Warren Street Wealth Advisors, LLC | 198,129 | $15.1M | 4.54% | −45,063−18.5% | Reduced |
| Gould Asset Management LLC | 196,091 | $15.0M | 2.78% | −39,987−16.9% | Reduced |
| GWM Advisors LLC | 193,522 | $14.8M | 0.07% | +40,912+26.8% | Added |
| Encompass More Asset Management | 193,020 | $14.8M | 2.84% | −21,377−10.0% | Reduced |
| China Universal Asset Management Co., Ltd. | 189,200 | $14.5M | 1.20% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 179,260 | $13.7M | 1.13% | −4,194−2.3% | Reduced |
| CFS Investment Advisory Services, LLC | 167,678 | $13.6M | 1.01% | +47,344+39.3% | Added |
| Alaska Permanent Fund Corp | 171,000 | $13.5M | 0.81% | 00.0% | Unchanged |
| Sage Private Wealth Group, LLC | 170,626 | $13.0M | 7.25% | −5,335−3.0% | Reduced |
| Avid Wealth Partners LLC | 165,878 | $12.7M | 6.30% | +9,357+6.0% | Added |
| Quent Capital, LLC | 164,228 | $12.6M | 1.05% | +17,132+11.6% | Added |
| LWM Advisory Services, LLC | 161,495 | $12.3M | 7.20% | −97,735−37.7% | Reduced |
| Citadel Advisors LLC | 159,879 | $12.2M | 0.01% | +108,037+208.4% | Added |
| Wealthcare Advisory Partners LLC | 158,628 | $12.1M | 0.25% | +104,755+194.4% | Added |
| IHT Wealth Management, LLC | 157,768 | $12.1M | 0.31% | +129,231+452.9% | Added |
| New Perspectives, Inc | 157,803 | $12.1M | 5.40% | +2,633+1.7% | Added |
| Austin Private Wealth, LLC | 155,603 | $11.9M | 0.92% | +45,952+41.9% | Added |
| Truist Financial Corp | 153,999 | $11.8M | 0.02% | +24,046+18.5% | Added |
| Buck Wealth Strategies, LLC | 152,647 | $11.7M | 1.60% | +12,680+9.1% | Added |
| Kestra Advisory Services, LLC | 152,520 | $11.7M | 0.05% | +6,764+4.6% | Added |
| R. W. Roge & Company, Inc. | 145,566 | $11.1M | 5.71% | +6,279+4.5% | Added |
| Plum Street Advisors, LLC | 141,493 | $10.8M | 4.18% | +141,493 | New |
| Synovus Financial Corp | 139,845 | $10.7M | 0.12% | +5,148+3.8% | Added |
| Sterling Investment Advisors, Ltd. | 136,425 | $10.4M | 2.03% | −317−0.2% | Reduced |
| Wealth Advisory Solutions, LLC | 135,802 | $10.4M | 2.51% | +4,896+3.7% | Added |
| Cardinal Strategic Wealth Guidance | 134,792 | $10.3M | 2.77% | +8,445+6.7% | Added |
| Lam Group, Inc. | 134,055 | $10.2M | 6.35% | +4,170+3.2% | Added |
| Retirement Income Solutions, Inc | 133,593 | $10.2M | 1.75% | −1,628−1.2% | Reduced |
| Accretive Wealth Partners, LLC | 130,421 | $9.97M | 3.04% | +3,468+2.7% | Added |
| Journey Strategic Wealth LLC | 129,129 | $9.87M | 0.28% | +5,440+4.4% | Added |
| Ameritas Advisory Services, LLC | 126,691 | $9.69M | 0.63% | +84,516+200.4% | Added |
| Clark Capital Management Group, Inc. | 121,808 | $9.31M | 0.06% | +22,557+22.7% | Added |
| Hudson Capital Management LLC | 121,660 | $9.30M | 2.47% | −5,593−4.4% | Reduced |
| Stratos Wealth Advisors, LLC | 120,546 | $9.22M | 0.44% | −1,060−0.9% | Reduced |
| Chatham Capital Group, Inc. | 120,341 | $9.20M | 1.32% | +1,020+0.9% | Added |
| StoneX Group Inc. | 117,442 | $8.98M | 0.39% | +117,442 | New |
| Horst & Graben Wealth Management LLC | 114,645 | $8.76M | 1.34% | +40,187+54.0% | Added |
| AIFG Consultants Ltd. | 114,374 | $8.74M | 15.42% | −14,639−11.3% | Reduced |
| Walkner Condon Financial Advisors LLC | 112,613 | $8.61M | 1.36% | +16,004+16.6% | Added |
| Oppenheimer & Co Inc | 111,989 | $8.56M | 0.10% | +111,989 | New |
| Kayne Anderson Rudnick Investment Management LLC | 112,387 | $8.51M | 0.02% | +30,248+36.8% | Added |
| Avos Capital Management, LLC | 110,641 | $8.46M | 3.95% | +14,365+14.9% | Added |
| Copley Financial Group, Inc. | 108,563 | $8.30M | 5.68% | −9,970−8.4% | Reduced |
| Lido Advisors, LLC | 107,195 | $8.20M | 0.03% | +54,423+103.1% | Added |
| Managed Asset Portfolios, LLC | 107,016 | $8.18M | 1.01% | −1,310−1.2% | Reduced |
| Abound Financial, LLC | 105,603 | $8.07M | 3.23% | −13,119−11.1% | Reduced |
| Park Avenue Securities LLC | 105,572 | $8.07M | 0.06% | +34,976+49.5% | Added |
| AMJ Financial Wealth Management | 105,484 | $8.06M | 1.95% | −3,923−3.6% | Reduced |
| Versant Capital Management, Inc | 105,386 | $8.06M | 1.10% | −11,011−9.5% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 104,702 | $8.00M | 0.26% | −1,051−1.0% | Reduced |
| Zhang Financial LLC | 104,513 | $7.99M | 0.32% | −376−0.4% | Reduced |
| Financial Enhancement Group LLC | 96,581 | $7.74M | 1.04% | −11,830−10.9% | Reduced |
| Main Street Financial Solutions, LLC | 100,658 | $7.70M | 0.49% | +9,817+10.8% | Added |
| Quantum Financial Advisors, LLC | 100,325 | $7.67M | 0.93% | +9,581+10.6% | Added |
| Purus Wealth Management, LLC | 99,500 | $7.61M | 2.43% | +3,253+3.4% | Added |
| Portside Wealth Group, LLC | 97,867 | $7.48M | 1.04% | +24,397+33.2% | Added |
| Transamerica Financial Advisors, Inc. | 97,126 | $7.43M | 0.62% | +5,132+5.6% | Added |
| Fiducient Advisors LLC | 96,619 | $7.39M | 0.86% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 96,407 | $7.37M | 1.05% | +37,103+62.6% | Added |
| PFG Advisors | 96,120 | $7.35M | 0.30% | −12,685−11.7% | Reduced |
| Tidemark, LLC | 95,927 | $7.33M | 2.14% | +23,151+31.8% | Added |
| Beaumont Financial Advisors, LLC | 95,583 | $7.31M | 0.49% | −4,371−4.4% | Reduced |
| 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 |
| One Wealth Advisors, LLC | 92,623 | $7.08M | 0.89% | +34,524+59.4% | Added |
| Change Path, LLC | 91,498 | $7.00M | 0.17% | +7,885+9.4% | Added |
| Baker Tilly Wealth Management, LLC | 91,476 | $6.99M | 1.58% | +11,558+14.5% | Added |
| Detalus Advisors, LLC | 91,003 | $6.96M | 1.80% | +23,109+34.0% | Added |
| Lodestar Private Asset Management LLC | 90,591 | $6.93M | 0.72% | +7,422+8.9% | Added |
| Archford Capital Strategies, LLC | 89,143 | $6.82M | 0.81% | −14,024−13.6% | Reduced |
| Element Pointe Advisors, LLC | 88,709 | $6.78M | 1.45% | +88,709 | New |
| Flagship Harbor Advisors, LLC | 88,707 | $6.78M | 0.30% | +77,375+682.8% | Added |
| Stapp Wealth Management, PLLC | 87,847 | $6.72M | 9.02% | −543−0.6% | Reduced |
| Courier Capital LLC | 87,139 | $6.66M | 0.38% | +4,275+5.2% | Added |
| Team Financial Group, LLC | 86,033 | $6.58M | 3.05% | −2,941−3.3% | Reduced |
| Janney Montgomery Scott LLC | 84,478 | $6.46M | 0.02% | +11,103+15.1% | Added |
| Glenview Trust Co | 84,100 | $6.43M | 0.10% | +865+1.0% | Added |
| Bright Financial Advisors, Inc. | 82,834 | $6.33M | 3.10% | +13,558+19.6% | Added |
| Cedar Point Capital Partners, LLC | 81,014 | $6.19M | 4.06% | +650+0.8% | Added |
| JNBA Financial Advisors | 80,364 | $6.14M | 0.56% | −9,569−10.6% | Reduced |
| Upper Left Wealth Management, LLC | 78,811 | $6.03M | 3.78% | −2,210−2.7% | Reduced |
| Certior Financial Group, LLC | 78,772 | $6.02M | 4.09% | +13,042+19.8% | Added |
| Aptus Capital Advisors, LLC | 78,374 | $5.99M | 0.05% | +1,720+2.2% | Added |
| Financial Life Advisors | 76,294 | $5.83M | 1.87% | +3,513+4.8% | Added |
| Financial Guidance Group, Inc. | 76,222 | $5.83M | 2.61% | +1,026+1.4% | Added |
| Comerica Bank | 75,340 | $5.76M | 0.02% | +668+0.9% | Added |
| Bush Investment Group, LLC | 73,182 | $5.59M | 3.31% | +21,983+42.9% | Added |
| Cabot Wealth Management Inc | 72,196 | $5.52M | 0.61% | +2,230+3.2% | Added |
| KWB Wealth | 83,878 | $5.50M | 0.61% | +6,261+8.1% | Added |
| TD Waterhouse Canada Inc. | 70,554 | $5.38M | 0.04% | −10,029−12.4% | Reduced |
| Integrated Advisors Network LLC | 70,188 | $5.37M | 0.23% | +3,789+5.7% | Added |
| Essex Financial Services, Inc. | 69,613 | $5.32M | 0.32% | +19,665+39.4% | Added |
| Lynx Investment Advisory | 69,428 | $5.31M | 3.18% | +3,351+5.1% | Added |
| BKD Wealth Advisors, LLC | 68,851 | $5.26M | 0.10% | −1,280−1.8% | Reduced |
| Seven Post Investment Office LP | 68,825 | $5.26M | 1.90% | 00.0% | Unchanged |
| Fortis Advisors, LLC | 67,611 | $5.17M | 2.95% | −13,270−16.4% | Reduced |
| Inspirion Wealth Advisors, LLC | 98,375 | $5.13M | 0.72% | −5,182−5.0% | Reduced |
| Royal Harbor Partners, LLC | 67,011 | $5.12M | 1.74% | +2,635+4.1% | Added |
| Segment Wealth Management, LLC | 66,528 | $5.09M | 0.30% | +269+0.4% | Added |
| AQR Capital Management LLC | 66,025 | $5.05M | 0.00% | +40,164+155.3% | Added |