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 |
|---|---|---|---|---|---|
| Atomi Financial Group, Inc. | 13,129 | $1.00M | 0.03% | −3,411−20.6% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 12,777 | $1.00M | 0.16% | −1,551−10.8% | Reduced |
| HBW Advisory Services LLC | 13,077 | $999.7K | 0.11% | +6,805+108.5% | Added |
| Sovereign Financial Group, Inc. | 12,818 | $979.9K | 0.18% | +3,249+34.0% | Added |
| Patriot Financial Group Insurance Agency, LLC | 12,713 | $971.9K | 0.12% | +4,177+48.9% | Added |
| Johnson Financial Group, Inc. | 12,674 | $968.9K | 0.04% | 00.0% | Unchanged |
| Lifelong Wealth Advisors, Inc. | 12,647 | $966.9K | 0.29% | +697+5.8% | Added |
| K2 Financial Inc. | 11,829 | $962.4K | 0.77% | +4,929+71.4% | Added |
| Smartleaf Asset Management LLC | 12,552 | $951.7K | 0.06% | +6,218+98.2% | Added |
| Wealthcare Capital Partners, LLC | 12,269 | $938.0K | 0.43% | +6,552+114.6% | Added |
| Destiny Capital Corp | 12,255 | $936.9K | 0.51% | +419+3.5% | Added |
| Belpointe Asset Management LLC | 12,249 | $936.5K | 0.04% | +6,207+102.7% | Added |
| Michael B. Yongue | 12,080 | $923.5K | 0.65% | +1,056+9.6% | Added |
| Interchange Capital Partners, LLC | 12,063 | $922.2K | 0.18% | +7,357+156.3% | Added |
| CIBC World Markets Inc. | 12,037 | $920.2K | 0.00% | +12,037 | New |
| MSH Capital Advisors LLC | 11,711 | $895.3K | 0.24% | +671+6.1% | Added |
| Gibbs Wealth Management | 11,670 | $892.2K | 0.20% | +2,725+30.5% | Added |
| MidWestOne Financial Group, Inc. | 11,659 | $891.3K | 0.11% | −14,566−55.5% | Reduced |
| DeDora Capital, Inc. | 11,635 | $889.5K | 0.21% | +1,581+15.7% | Added |
| Sheets Smith Wealth Management | 11,158 | $853.0K | 0.10% | +90+0.8% | Added |
| Acorn Wealth Advisors, LLC | 11,135 | $851.3K | 0.27% | −2,185−16.4% | Reduced |
| Signal Advisors Wealth, LLC | 11,042 | $844.2K | 0.08% | +3,608+48.5% | Added |
| HSBC Holdings PLC | 11,033 | $843.5K | 0.00% | −11,060−50.1% | Reduced |
| FMR LLC | 10,975 | $839.0K | 0.00% | +1,459+15.3% | Added |
| Tokio Marine Asset Management Co Ltd | 10,800 | $825.7K | 0.03% | −100−0.9% | Reduced |
| Meridian Wealth Management, LLC | 10,728 | $820.2K | 0.03% | +10,728 | New |
| Summit Wealth Group LLC | 22,316 | $818.1K | 0.11% | +22,316 | New |
| BlackRock, Inc. | 10,670 | $815.7K | 0.00% | −512−4.6% | Reduced |
| Triumph Capital Management | 10,641 | $813.5K | 0.22% | +266+2.6% | Added |
| Tempus Wealth Planning, LLC | 10,521 | $804.3K | 0.18% | +34+0.3% | Added |
| JT Stratford LLC | 10,511 | $803.6K | 0.11% | +411+4.1% | Added |
| Redwood Investment Management, LLC | 10,344 | $791.0K | 0.09% | +1,125+12.2% | Added |
| Wealthspire Advisors, LLC | 10,330 | $789.7K | 0.00% | +2,064+25.0% | Added |
| Sigma Planning Corp | 10,272 | $785.3K | 0.02% | −1,080−9.5% | Reduced |
| Ancora Advisors, LLC | 10,254 | $783.9K | 0.02% | +2,035+24.8% | Added |
| Wedmont Private Capital | 9,915 | $781.5K | 0.03% | +9,915 | New |
| Total Investment Management Inc | 10,044 | $767.9K | 0.10% | −403−3.9% | Reduced |
| Verus Capital Partners, LLC | 9,935 | $759.5K | 0.06% | +4,104+70.4% | Added |
| Indiana Trust & Investment Management CO | 9,500 | $726.3K | 0.22% | 00.0% | Unchanged |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 9,463 | $723.4K | 0.04% | −92,905−90.8% | Reduced |
| Principal Securities, Inc. | 9,453 | $722.7K | 0.01% | +2,589+37.7% | Added |
| Creative Financial Designs Inc | 9,445 | $722.1K | 0.05% | −278−2.9% | Reduced |
| 4WEALTH Advisors, Inc. | 9,288 | $710.1K | 0.66% | −8−0.1% | Reduced |
| Middleton & Co Inc | 9,151 | $699.6K | 0.08% | 00.0% | Unchanged |
| Wedbush Securities Inc | 8,971 | $686.0K | 0.02% | +4,529+102.0% | Added |
| WealthTrak Capital Management LLC | 8,781 | $671.3K | 0.55% | +5,163+142.7% | Added |
| HORAN Wealth, LLC | 8,772 | $670.6K | 0.11% | +8,772 | New |
| Mather Group, LLC. | 8,719 | $666.6K | 0.01% | +76+0.9% | Added |
| Shepherd Financial Partners LLC | 8,711 | $666.0K | 0.06% | +8,711 | New |
| Alpha Financial Partners, LLC | 8,695 | $664.7K | 0.43% | +1,655+23.5% | Added |
| Signet Financial Management, LLC | 8,652 | $661.4K | 0.08% | +477+5.8% | Added |
| Strategic Blueprint, LLC | 8,589 | $656.6K | 0.03% | +585+7.3% | Added |
| Brighton Jones LLC | 8,529 | $652.0K | 0.02% | +8,529 | New |
| Firethorn Wealth Partners, LLC | 8,515 | $651.0K | 0.26% | +2,203+34.9% | Added |
| Beacon Financial Advisory LLC | 8,478 | $648.1K | 0.15% | +2,540+42.8% | Added |
| Alesco Advisors LLC | 8,470 | $647.5K | 0.02% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 8,348 | $638.2K | 0.02% | +3,893+87.4% | Added |
| ArborFi Advisors, LLC | 8,299 | $634.5K | 0.52% | +8,299 | New |
| Two Sigma Securities, LLC | 8,295 | $634.2K | 0.09% | −24,477−74.7% | Reduced |
| Crews Bank & Trust | 8,275 | $632.6K | 0.09% | 00.0% | Unchanged |
| Fundamentun, LLC | 8,162 | $624.0K | 0.03% | 00.0% | Unchanged |
| Wealthcare Capital Management LLC | 8,104 | $619.6K | 0.06% | +8,104 | New |
| Willis Johnson & Associates, Inc. | 8,091 | $618.6K | 0.04% | −980−10.8% | Reduced |
| Tableaux LLC | 8,060 | $616.2K | 0.25% | −6,611−45.1% | Reduced |
| Compass Financial Services Inc | 7,940 | $607.0K | 0.27% | +5,693+253.4% | Added |
| Dynamic Advisor Solutions LLC | 7,899 | $603.9K | 0.02% | −402−4.8% | Reduced |
| Axxcess Wealth Management, LLC | 7,868 | $601.5K | 0.01% | −1,314−14.3% | Reduced |
| Peak Retirement Planning, Inc. | 7,852 | $600.3K | 0.17% | +3,668+87.7% | Added |
| Modera Wealth Management, LLC | 7,791 | $595.6K | 0.01% | 00.0% | Unchanged |
| Balance Wealth, LLC | 7,765 | $593.6K | 0.15% | +7,765 | New |
| Denver Wealth Management, Inc. | 7,741 | $591.8K | 0.22% | −52−0.7% | Reduced |
| RDA Financial Network | 7,674 | $586.7K | 0.14% | +2,886+60.3% | Added |
| Gen-Wealth Partners Inc | 7,628 | $583.1K | 0.20% | +3,173+71.2% | Added |
| Motiv8 Investments LLC | 7,592 | $580.4K | 0.31% | −46,861−86.1% | Reduced |
| Tactive Advisors, LLC | 7,574 | $579.0K | 0.16% | +46+0.6% | Added |
| Csenge Advisory Group | 7,565 | $578.3K | 0.03% | +2,410+46.8% | Added |
| Clearview Wealth Advisors LLC | 7,542 | $576.6K | 0.37% | +523+7.5% | Added |
| Sutton Place Investors LLC | 7,500 | $573.4K | 0.33% | +1,983+35.9% | Added |
| Hobbs Wealth Management, LLC | 7,458 | $570.2K | 0.48% | +1,864+33.3% | Added |
| Modern Wealth Management, LLC | 7,379 | $564.1K | 0.01% | +894+13.8% | Added |
| MKT Advisors LLC | 7,304 | $559.2K | 0.21% | +2,522+52.7% | Added |
| Advisors Capital Management, LLC | 7,282 | $556.7K | 0.01% | −314−4.1% | Reduced |
| Intrua Financial, LLC | 7,281 | $556.6K | 0.07% | +4+0.1% | Added |
| Flputnam Investment Management Co | 7,278 | $556.4K | 0.01% | −3,501−32.5% | Reduced |
| Regimen Wealth, LLC | 7,229 | $552.7K | 0.16% | +1,010+16.2% | Added |
| Appleton Partners Inc | 7,199 | $550.0K | 0.04% | +1,779+32.8% | Added |
| Fullcircle Wealth LLC | 7,002 | $545.9K | 0.19% | +2,377+51.4% | Added |
| Diversify Wealth Management, LLC | 6,731 | $534.2K | 0.03% | −1,154−14.6% | Reduced |
| Savant Capital, LLC | 6,934 | $530.1K | 0.00% | +2,223+47.2% | Added |
| Global View Capital Management LLC | 6,840 | $522.9K | 0.11% | −314−4.4% | Reduced |
| MBE Wealth Management, LLC | 6,770 | $517.6K | 0.22% | −1,102−14.0% | Reduced |
| Concurrent Investment Advisors, LLC | 6,661 | $509.3K | 0.01% | +1,253+23.2% | Added |
| Fiduciary Trust Co | 6,660 | $509.2K | 0.01% | +107+1.6% | Added |
| RMR Wealth Builders | 6,616 | $505.8K | 0.04% | +6,616 | New |
| Florida Financial Advisors, LLC | 6,613 | $505.6K | 0.16% | +214+3.3% | Added |
| High Falls Advisors, Inc | 6,601 | $504.6K | 0.10% | +6,601 | New |
| Private Trust Co NA | 6,510 | $497.7K | 0.04% | +2,398+58.3% | Added |
| Catalina Capital Group, LLC | 6,491 | $496.2K | 0.31% | +1,626+33.4% | Added |
| OMNI 360 Wealth, Inc. | 6,408 | $489.9K | 0.27% | +1,077+20.2% | Added |
| Oceanside Advisors LLC | 6,388 | $488.4K | 0.31% | −104−1.6% | Reduced |