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 |
|---|---|---|---|---|---|
| Beacon Pointe Advisors, LLC | 65,633 | $5.02M | 0.04% | +32,228+96.5% | Added |
| Foundations Investment Advisors, LLC | 65,110 | $4.98M | 0.07% | +5,520+9.3% | Added |
| Entrewealth, LLC | 64,811 | $4.95M | 2.55% | +7,312+12.7% | Added |
| Marble Harbor Investment Counsel, LLC | 64,050 | $4.90M | 0.51% | −2,325−3.5% | Reduced |
| Kestra Private Wealth Services, LLC | 64,009 | $4.89M | 0.06% | +4,036+6.7% | Added |
| Advisory Services Network, LLC | 63,927 | $4.89M | 0.07% | +9,151+16.7% | Added |
| Catalyst Capital Advisors LLC | 63,400 | $4.85M | 0.10% | −3,100−4.7% | Reduced |
| Beckerman Institutional, LLC | 63,111 | $4.82M | 2.84% | −796−1.2% | Reduced |
| NDVR, Inc. | 62,736 | $4.80M | 4.00% | 00.0% | Unchanged |
| Brookstone Capital Management | 62,365 | $4.77M | 0.06% | −38,756−38.3% | Reduced |
| Compass Wealth Management, LLC | 61,779 | $4.72M | 2.09% | +2,814+4.8% | Added |
| Prime Capital Investment Advisors, LLC | 60,406 | $4.62M | 0.06% | −1,574−2.5% | Reduced |
| Stansberry Asset Management, LLC | 60,399 | $4.62M | 0.48% | +6,541+12.1% | Added |
| Reyes Financial Architecture, Inc. | 60,141 | $4.60M | 3.12% | +60,141 | New |
| Baker Ellis Asset Management LLC | 59,880 | $4.58M | 0.56% | +2,880+5.1% | Added |
| Kraematon Investment Advisors, Inc | 59,617 | $4.56M | 3.90% | +413+0.7% | Added |
| Apella Capital, LLC | 53,236 | $4.54M | 0.10% | +3,706+7.5% | Added |
| Integrity Alliance, LLC. | 59,248 | $4.53M | 0.21% | +9,228+18.4% | Added |
| Joseph Group Capital Management | 59,195 | $4.53M | 1.28% | −1,217−2.0% | Reduced |
| Scotia Capital Inc. | 58,298 | $4.46M | 0.02% | −1,836−3.1% | Reduced |
| Penobscot Wealth Management | 57,767 | $4.42M | 1.42% | +3,818+7.1% | Added |
| Harbour Investments, Inc. | 57,731 | $4.41M | 0.10% | +3,244+6.0% | Added |
| Arete Wealth Advisors, LLC | 57,034 | $4.37M | 0.27% | +10,994+23.9% | Added |
| Richard P Slaughter Associates Inc | 56,847 | $4.35M | 0.94% | +56,847 | New |
| Alliancebernstein L.P. | 56,220 | $4.30M | 0.00% | +56,220 | New |
| Compass Ion Advisors, LLC | 56,100 | $4.29M | 0.41% | +5,224+10.3% | Added |
| Adviser Investments LLC | 56,080 | $4.29M | 0.05% | −3,438−5.8% | Reduced |
| Atria Investments LLC | 55,857 | $4.27M | 0.05% | −19,375−25.8% | Reduced |
| American Trust | 55,800 | $4.27M | 0.36% | +55,800 | New |
| Pitcairn Co | 55,539 | $4.25M | 0.34% | +20,246+57.4% | Added |
| Jones Financial Companies LLLP | 56,842 | $4.24M | 0.00% | +9,860+21.0% | Added |
| Mercer Global Advisors Inc | 55,414 | $4.24M | 0.01% | −1,517−2.7% | Reduced |
| MONECO Advisors, LLC | 54,637 | $4.18M | 0.35% | +4,249+8.4% | Added |
| Nomura Asset Management Co Ltd | 53,400 | $4.08M | 0.01% | +19,500+57.5% | Added |
| Merit Financial Group, LLC | 53,195 | $4.07M | 0.04% | +6,636+14.3% | Added |
| Hobbs Group Advisors, LLC | 53,171 | $4.06M | 1.27% | −4,109−7.2% | Reduced |
| Franklin Resources Inc | 52,083 | $3.98M | 0.00% | +4,807+10.2% | Added |
| McNaughton Wealth Management, LLC | 51,857 | $3.96M | 1.67% | +14,839+40.1% | Added |
| Brown Brothers Harriman & Co | 50,347 | $3.85M | 0.02% | −1,112−2.2% | Reduced |
| Patten Group, Inc. | 49,386 | $3.78M | 0.73% | +15,695+46.6% | Added |
| AMG National Trust Bank | 49,163 | $3.76M | 0.09% | +22,918+87.3% | Added |
| Hutchinson Financial Advisors, INC | 48,768 | $3.72M | 3.66% | +27,959+134.4% | Added |
| RSM US Wealth Management LLC | 48,032 | $3.67M | 0.05% | −70−0.1% | Reduced |
| Thrive Capital Management, LLC | 48,003 | $3.67M | 0.95% | +6,054+14.4% | Added |
| Ci Investments Inc. | 47,534 | $3.63M | 0.01% | 00.0% | Unchanged |
| Tennessee Valley Asset Management Partners | 47,507 | $3.63M | 0.49% | +521+1.1% | Added |
| Global Retirement Partners, LLC | 47,412 | $3.62M | 0.08% | +5,977+14.4% | Added |
| Bridgewater Advisors Inc. | 45,958 | $3.62M | 0.25% | −43−0.1% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 46,394 | $3.55M | 0.59% | +2,098+4.7% | Added |
| American National Bank of Texas | 45,688 | $3.49M | 3.29% | +45,688 | New |
| Mayflower Financial Advisors, LLC | 45,518 | $3.48M | 0.44% | +15,786+53.1% | Added |
| Creative Planning | 44,576 | $3.41M | 0.00% | +1,053+2.4% | Added |
| Paul R. Ried Financial Group, LLC | 44,465 | $3.40M | 1.72% | −2,479−5.3% | Reduced |
| Vertex Planning Partners, LLC | 44,138 | $3.37M | 0.65% | +20,777+88.9% | Added |
| Shira Ridge Wealth Management | 43,588 | $3.33M | 1.41% | +3,072+7.6% | Added |
| Marex Group plc | 42,942 | $3.28M | 0.04% | +42,942 | New |
| KPP Advisory Services LLC | 42,548 | $3.25M | 0.48% | +5,146+13.8% | Added |
| Horizon Financial Services, LLC | 42,448 | $3.25M | 1.55% | −406−0.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 42,132 | $3.22M | 0.02% | +2,283+5.7% | Added |
| Mutual Advisors, LLC | 38,928 | $3.17M | 0.07% | +22,430+136.0% | Added |
| Mills Wealth Advisors LLC | 41,402 | $3.17M | 1.29% | +304+0.7% | Added |
| Brinker Capital Investments, LLC | 41,373 | $3.16M | 0.02% | +3,225+8.5% | Added |
| Relyea Zuckerberg Hanson LLC | 41,088 | $3.14M | 0.33% | +16,212+65.2% | Added |
| Goldman Sachs Group Inc | 39,992 | $3.06M | 0.00% | −172,745−81.2% | Reduced |
| Valmark Advisers, Inc. | 39,732 | $3.04M | 0.04% | +10,223+34.6% | Added |
| Matrix Trust Co | 38,832 | $2.97M | 0.46% | +2,642+7.3% | Added |
| Synergy Financial Management, LLC | 44,038 | $2.89M | 0.10% | +22,019+100.0% | Added |
| WBH Advisory Inc | 37,505 | $2.87M | 0.22% | +1,020+2.8% | Added |
| Clear Harbor Asset Management, LLC | 37,447 | $2.86M | 0.20% | +37,447 | New |
| Public Employees Retirement System of Ohio | 37,200 | $2.84M | 0.01% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 36,703 | $2.81M | 0.07% | +8,284+29.1% | Added |
| New England Private Wealth Advisors LLC | 36,683 | $2.80M | 0.37% | +13,820+60.4% | Added |
| Legacy Capital Wealth Partners, LLC | 36,425 | $2.78M | 0.61% | +3,503+10.6% | Added |
| Milestones Private Investment Advisors LLC | 36,163 | $2.76M | 1.89% | +2,329+6.9% | Added |
| WFA of San Diego, LLC | 34,833 | $2.66M | 1.82% | +407+1.2% | Added |
| Sovran Advisors, LLC | 33,301 | $2.65M | 0.23% | +3,404+11.4% | Added |
| IFP Advisors, Inc | 34,155 | $2.61M | 0.07% | +3,425+11.1% | Added |
| Gotham Asset Management, LLC | 34,057 | $2.60M | 0.01% | +34,057 | New |
| BlackDiamond Wealth Management Inc. | 33,267 | $2.54M | 1.39% | +3,812+12.9% | Added |
| Mission Wealth Management, LP | 33,209 | $2.54M | 0.05% | +33,209 | New |
| Maia Wealth LLC | 30,314 | $2.47M | 0.42% | +10,966+56.7% | Added |
| Flow Traders U.S. LLC | 32,152 | $2.46M | 0.10% | +32,152 | New |
| Genesis Wealth Advisors, LLC | 31,719 | $2.42M | 1.71% | +524+1.7% | Added |
| Independent Financial Group, LLC | 31,220 | $2.39M | 0.06% | +6,587+26.7% | Added |
| Wallace Advisory Group, LLC | 35,750 | $2.34M | 1.88% | +6,395+21.8% | Added |
| Cambridge Associates LLC | 30,631 | $2.34M | 0.04% | 00.0% | Unchanged |
| Gradient Capital Advisors, LLC | 30,220 | $2.31M | 0.62% | +217+0.7% | Added |
| SeaCrest Wealth Management, LLC | 28,613 | $2.29M | 0.24% | −2,603−8.3% | Reduced |
| Kickstand Ventures, LLC. | 29,778 | $2.28M | 0.50% | +2,341+8.5% | Added |
| Kingsview Wealth Management, LLC | 29,534 | $2.26M | 0.03% | +3,028+11.4% | Added |
| Simplicity Wealth,LLC | 29,172 | $2.23M | 0.13% | +6,680+29.7% | Added |
| Visionary Wealth Advisors | 29,144 | $2.23M | 0.10% | +1,202+4.3% | Added |
| Focus Financial Network, Inc. | 28,869 | $2.21M | 0.08% | +2,932+11.3% | Added |
| Forbes J M & Co LLP | 28,711 | $2.19M | 0.18% | 00.0% | Unchanged |
| Magnolia Private Wealth, LLC | 48,665 | $2.19M | 1.61% | +22,203+83.9% | Added |
| Leo Wealth, LLC | 28,413 | $2.17M | 0.28% | −2,432−7.9% | Reduced |
| PDS Planning, Inc | 28,260 | $2.16M | 0.15% | +1,330+4.9% | Added |
| Aspetuck Financial Management LLC | 28,133 | $2.15M | 1.47% | −79−0.3% | Reduced |
| Brown Financial Advisors | 27,651 | $2.11M | 0.78% | −631−2.2% | Reduced |
| Vantage Point Financial LLC | 26,746 | $2.04M | 0.79% | +4,269+19.0% | Added |