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 |
|---|---|---|---|---|---|
| Choate Investment Advisors | 26,425 | $2.02M | 0.04% | +448+1.7% | Added |
| Arcus Capital Partners, LLC | 26,210 | $2.00M | 0.88% | +26,210 | New |
| Tradition Wealth Management, LLC | 25,910 | $1.98M | 0.15% | +8,072+45.3% | Added |
| Apeiron RIA LLC | 24,665 | $1.98M | 0.45% | +4,934+25.0% | Added |
| One Charles Private Wealth Services, LLC | 25,856 | $1.98M | 0.52% | +546+2.2% | Added |
| Headlands Technologies LLC | 25,825 | $1.97M | 0.16% | +11,650+82.2% | Added |
| Whittier Trust Co of Nevada Inc | 25,500 | $1.96M | 0.04% | 00.0% | Unchanged |
| Collaborative Wealth Managment Inc. | 25,652 | $1.96M | 0.79% | +9,650+60.3% | Added |
| Allworth Financial LP | 25,508 | $1.95M | 0.01% | −148−0.6% | Reduced |
| Hutchinson Capital Management | 25,437 | $1.94M | 0.34% | 00.0% | Unchanged |
| Valicenti Advisory Services Inc | 25,320 | $1.94M | 0.42% | +1,581+6.7% | Added |
| Biltmore Family Office, LLC | 25,126 | $1.92M | 0.27% | 00.0% | Unchanged |
| Prosperity Consulting Group, LLC | 24,766 | $1.89M | 0.09% | −187−0.7% | Reduced |
| Western Wealth Management, LLC | 24,531 | $1.88M | 0.10% | +4,639+23.3% | Added |
| Brown Miller Wealth Management, LLC | 24,463 | $1.87M | 0.53% | +710+3.0% | Added |
| Guggenheim Capital LLC | 24,416 | $1.87M | 0.01% | 00.0% | Unchanged |
| Sargent Investment Group, LLC | 24,300 | $1.86M | 0.26% | +675+2.9% | Added |
| Theory Financial LLC | 20,998 | $1.82M | 0.64% | +7,656+57.4% | Added |
| Perennial Investment Advisors, LLC | 23,740 | $1.81M | 0.15% | +2,523+11.9% | Added |
| Nwam LLC | 20,889 | $1.81M | 0.10% | +2,389+12.9% | Added |
| Merkkuri Wealth Advisors LLC | 23,229 | $1.78M | 1.29% | +4,743+25.7% | Added |
| Astoria Portfolio Advisors LLC. | 21,842 | $1.75M | 0.46% | +1,345+6.6% | Added |
| Myecfo, LLC | 22,758 | $1.74M | 0.79% | +2,400+11.8% | Added |
| IFG Advisory, LLC | 22,538 | $1.72M | 0.08% | +4,411+24.3% | Added |
| Green Harvest Asset Management LLC | 22,502 | $1.72M | 0.03% | +649+3.0% | Added |
| CIBC Private Wealth Group, LLC | 22,225 | $1.70M | 0.00% | +445+2.0% | Added |
| Heritage Wealth Advisors | 21,975 | $1.68M | 0.07% | 00.0% | Unchanged |
| Hollencrest Capital Management | 21,902 | $1.67M | 0.06% | +11+0.1% | Added |
| Robinson Value Management, Ltd. | 21,836 | $1.67M | 0.97% | −270−1.2% | Reduced |
| Norden Group LLC | 21,767 | $1.66M | 0.17% | +498+2.3% | Added |
| Bravias Capital Group, LLC | 21,713 | $1.66M | 1.11% | +5,725+35.8% | Added |
| Carret Asset Management, LLC | 21,609 | $1.65M | 0.16% | 00.0% | Unchanged |
| ZEGA Investments, LLC | 21,609 | $1.65M | 0.38% | +21,609 | New |
| Leading Edge Financial Planning LLC | 21,565 | $1.65M | 0.41% | −3,746−14.8% | Reduced |
| Wealthfront Advisers LLC | 21,340 | $1.63M | 0.00% | +17,503+456.2% | Added |
| Wealth Management Nebraska | 21,190 | $1.62M | 0.19% | +5,343+33.7% | Added |
| Pecaut & Co. | 20,963 | $1.60M | 0.51% | +1,016+5.1% | Added |
| Boothbay Fund Management, LLC | 20,900 | $1.60M | 0.04% | +4,400+26.7% | Added |
| Quartz Partners, LLC | 20,830 | $1.59M | 0.58% | −2,559−10.9% | Reduced |
| Holistic Planning, LLC | 20,821 | $1.59M | 0.42% | −742−3.4% | Reduced |
| Richard Bernstein Advisors LLC | 20,288 | $1.55M | 0.04% | −864−4.1% | Reduced |
| Freestone Capital Holdings, LLC | 20,166 | $1.54M | 0.05% | 00.0% | Unchanged |
| Eagle Global Advisors LLC | 20,100 | $1.54M | 0.06% | +4,100+25.6% | Added |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 19,864 | $1.52M | 0.19% | +2,863+16.8% | Added |
| Q3 Asset Management | 19,837 | $1.52M | 0.52% | −1,017−4.9% | Reduced |
| InTrack Investment Management Inc | 19,761 | $1.51M | 0.90% | +4,415+28.8% | Added |
| Caitlin John, LLC | 19,579 | $1.50M | 1.04% | +177+0.9% | Added |
| Tocqueville Asset Management L.P. | 19,135 | $1.46M | 0.02% | −420−2.1% | Reduced |
| MAI Capital Management | 19,126 | $1.46M | 0.01% | −216−1.1% | Reduced |
| Petix & Botte Co | 19,044 | $1.46M | 0.34% | −580−3.0% | Reduced |
| Diligent Investors, LLC | 18,711 | $1.43M | 0.36% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 18,627 | $1.42M | 0.02% | +9,438+102.7% | Added |
| Captrust Financial Advisors | 18,171 | $1.39M | 0.00% | −648−3.4% | Reduced |
| Apollon Wealth Management, LLC | 18,108 | $1.38M | 0.02% | −8,136−31.0% | Reduced |
| J.W. Cole Advisors, Inc. | 18,070 | $1.38M | 0.03% | +382+2.2% | Added |
| CX Institutional | 17,411 | $1.33M | 0.04% | 00.0% | Unchanged |
| S. R. Schill & Associates | 17,320 | $1.32M | 0.93% | −938−5.1% | Reduced |
| WCG Wealth Advisors LLC | 17,217 | $1.32M | 0.08% | −114−0.7% | Reduced |
| A4 Wealth Advisors LLC | 17,212 | $1.32M | 1.11% | +17,212 | New |
| Rakuten Securities, Inc. | 17,186 | $1.31M | 0.48% | +983+6.1% | Added |
| Continuum Advisory, LLC | 17,139 | $1.31M | 0.14% | −1,005−5.5% | Reduced |
| Warren Averett Asset Management, LLC | 17,119 | $1.31M | 0.01% | +1,566+10.1% | Added |
| Pathway Financial Advisors LLC | 16,965 | $1.30M | 0.17% | +770+4.8% | Added |
| Caldwell Trust Co | 16,871 | $1.29M | 0.12% | −10,180−37.6% | Reduced |
| Kendall Capital Management | 16,709 | $1.28M | 0.29% | −345−2.0% | Reduced |
| Advyzon Investment Management, LLC | 16,558 | $1.27M | 0.22% | −1,964−10.6% | Reduced |
| Brown Advisory Inc | 16,541 | $1.26M | 0.00% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 18,912 | $1.24M | 0.20% | +351+1.9% | Added |
| Alpha Cubed Investments, LLC | 16,051 | $1.23M | 0.04% | 00.0% | Unchanged |
| Paladin Wealth, LLC | 15,921 | $1.22M | 0.88% | −207−1.3% | Reduced |
| Mattson Financial Services, LLC | 15,826 | $1.21M | 0.29% | +221+1.4% | Added |
| Advisory Alpha, LLC | 15,578 | $1.19M | 0.03% | +15,578 | New |
| Financial Network Wealth Advisors LLC | 15,604 | $1.19M | 1.30% | +2,628+20.3% | Added |
| Summit Financial, LLC | 15,590 | $1.19M | 0.02% | +15,590 | New |
| Welch Group, LLC | 15,311 | $1.17M | 0.05% | +15,311 | New |
| Auour Investments LLC | 15,247 | $1.17M | 0.38% | +1,350+9.7% | Added |
| First Financial Bank - Trust Division | 15,176 | $1.16M | 0.10% | 00.0% | Unchanged |
| Copia Wealth Management | 14,927 | $1.14M | 0.85% | +17+0.1% | Added |
| Foronjy Financial LLC | 14,899 | $1.14M | 0.50% | +14,899 | New |
| Capital Analysts, LLC | 14,833 | $1.13M | 0.03% | +2,855+23.8% | Added |
| Ausdal Financial Partners, Inc. | 14,819 | $1.13M | 0.06% | +10,089+213.3% | Added |
| Empowered Funds, LLC | 14,726 | $1.13M | 0.01% | +14,726 | New |
| Silver Oak Securities, Inc | 14,719 | $1.13M | 0.08% | +614+4.4% | Added |
| Capital Management Associates, Inc | 14,655 | $1.12M | 0.30% | −269−1.8% | Reduced |
| WealthPLAN Partners, LLC | 14,616 | $1.12M | 0.17% | +6,013+69.9% | Added |
| Excalibur Management Corp | 14,494 | $1.11M | 0.40% | +1,770+13.9% | Added |
| Central Trust Co | 14,463 | $1.11M | 0.02% | −137−0.9% | Reduced |
| Integrated Wealth Concepts LLC | 14,339 | $1.10M | 0.01% | +3,099+27.6% | Added |
| Avidian Wealth Solutions, LLC | 14,301 | $1.09M | 0.04% | +5,806+68.3% | Added |
| Frederick Financial Consultants, LLC | 14,277 | $1.09M | 0.61% | +1,962+15.9% | Added |
| Parallel Advisors, LLC | 14,097 | $1.08M | 0.02% | +3,164+28.9% | Added |
| U.S. Capital Wealth Advisors, LLC | 14,035 | $1.07M | 0.03% | +1,198+9.3% | Added |
| Cullen/Frost Bankers, Inc. | 13,940 | $1.07M | 0.01% | +2,459+21.4% | Added |
| M1 Capital Management LLC | 13,903 | $1.06M | 0.46% | +20.0% | Added |
| Waterloo Capital, L.P. | 13,882 | $1.06M | 0.08% | +385+2.9% | Added |
| Sage Mountain Advisors LLC | 13,856 | $1.06M | 0.06% | +3,026+27.9% | Added |
| Clark Asset Management, LLC | 13,827 | $1.06M | 0.12% | −820−5.6% | Reduced |
| Valtinson Bruner Financial Planning LLC | 13,687 | $1.05M | 0.31% | −8,599−38.6% | Reduced |
| YHB Investment Advisors, Inc. | 13,585 | $1.04M | 0.08% | +4,284+46.1% | Added |
| Marshall & Sterling Wealth Advisors Inc. | 13,347 | $1.02M | 0.65% | −609−4.4% | Reduced |