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 |
|---|---|---|---|---|---|
| Buckingham Strategic Partners | 6,340 | $486.0K | 0.01% | −689−9.8% | Reduced |
| Spectrum Planning & Advisory Services Inc. | 6,293 | $481.1K | 0.27% | +156+2.5% | Added |
| Weil Company, Inc. | 6,248 | $477.7K | 0.11% | 00.0% | Unchanged |
| Fiscal Wisdom Wealth Management, LLC | 5,839 | $474.1K | 0.45% | +5,839 | New |
| Fortis Capital Advisors, LLC | 6,178 | $472.3K | 0.07% | +6,178 | New |
| Oregon Pacific Wealth Management, LLC | 6,145 | $469.8K | 0.41% | +2,475+67.4% | Added |
| Requisite Capital Management, LLC | 6,139 | $469.3K | 0.08% | 00.0% | Unchanged |
| Almanack Investment Partners, LLC. | 6,135 | $469.0K | 0.07% | −56−0.9% | Reduced |
| Fort Washington Investment Advisors Inc | 6,120 | $467.9K | 0.00% | +6,120 | New |
| B.O.S.S. Retirement Advisors, LLC | 6,115 | $467.5K | 0.11% | +6,115 | New |
| Sound View Wealth Advisors Group, LLC | 6,105 | $466.7K | 0.03% | 00.0% | Unchanged |
| Roman Butler Fullerton & Co | 5,955 | $465.0K | 0.12% | +5,955 | New |
| Etesian Wealth Advisors, Inc. | 5,978 | $457.0K | 0.15% | −1,045−14.9% | Reduced |
| Clear Creek Financial Management, LLC | 5,967 | $456.2K | 0.04% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 5,949 | $454.8K | 0.04% | 00.0% | Unchanged |
| Redhawk Wealth Advisors, Inc. | 5,910 | $451.8K | 0.05% | +70+1.2% | Added |
| Investor's Fiduciary Advisor Network, LLC | 5,895 | $450.0K | 0.15% | +1,930+48.7% | Added |
| Heritage Investors Management Corp | 5,760 | $440.0K | 0.01% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 5,737 | $438.6K | 0.01% | −2,044−26.3% | Reduced |
| Insigneo Advisory Services, LLC | 5,673 | $433.7K | 0.03% | +1,828+47.5% | Added |
| McAdam, LLC | 5,584 | $426.9K | 0.02% | +73+1.3% | Added |
| Capstone Financial Advisors, Inc. | 5,467 | $418.0K | 0.02% | +475+9.5% | Added |
| ShoreHaven Wealth Partners, LLC | 5,450 | $416.7K | 0.15% | 00.0% | Unchanged |
| Eldridge Investment Advisors, Inc. | 5,382 | $411.5K | 0.09% | +570+11.8% | Added |
| Sowell Financial Services LLC | 5,372 | $410.7K | 0.02% | +689+14.7% | Added |
| Selective Wealth Management, Inc. | 5,111 | $402.8K | 0.13% | 00.0% | Unchanged |
| HM Payson & Co | 5,250 | $401.4K | 0.01% | 00.0% | Unchanged |
| Kohmann Bosshard Financial Services, LLC | 5,214 | $398.6K | 0.04% | +5,214 | New |
| Centaurus Financial, Inc. | 5,102 | $390.0K | 0.02% | −83−1.6% | Reduced |
| LexAurum Advisors, LLC | 5,101 | $390.0K | 0.06% | +105+2.1% | Added |
| Washington Trust Co | 5,073 | $387.8K | 0.01% | −1,750−25.6% | Reduced |
| Spire Wealth Management | 5,049 | $386.0K | 0.01% | +62+1.2% | Added |
| Essential Partners LLC | 5,045 | $385.7K | 0.13% | +45+0.9% | Added |
| Lee Financial Co | 4,988 | $381.3K | 0.05% | −1,200−19.4% | Reduced |
| Larson Financial Group LLC | 4,976 | $380.4K | 0.01% | +2,719+120.5% | Added |
| Vermillion Wealth Management, Inc. | 4,942 | $377.8K | 0.10% | 00.0% | Unchanged |
| BKA Wealth Consulting, Inc. | 4,901 | $374.7K | 0.31% | +278+6.0% | Added |
| Absolute Capital Management, LLC | 4,844 | $370.3K | 0.16% | −8,292−63.1% | Reduced |
| Savvy Advisors, Inc. | 4,826 | $368.9K | 0.02% | +1,674+53.1% | Added |
| Regions Financial Corp | 4,729 | $361.5K | 0.00% | +343+7.8% | Added |
| Triad Wealth Partners, LLC | 4,721 | $360.9K | 0.05% | −142−2.9% | Reduced |
| VisionPoint Advisory Group, LLC | 4,713 | $360.3K | 0.07% | +63+1.4% | Added |
| Capital Investment Advisory Services, LLC | 4,713 | $360.3K | 0.03% | +4,713 | New |
| Emergent Wealth Advisors, LLC | 4,703 | $359.5K | 0.21% | +262+5.9% | Added |
| Able Wealth Management LLC | 4,702 | $359.5K | 0.14% | +556+13.4% | Added |
| Blue Barn Wealth, LLC | 4,641 | $354.8K | 0.16% | +4,641 | New |
| Aegis Wealth Management LLC | 4,602 | $351.8K | 0.19% | +4,602 | New |
| Access Investment Management LLC | 4,600 | $351.7K | 0.09% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 4,450 | $351.4K | 0.02% | −1,407−24.0% | Reduced |
| First National Trust Co | 4,558 | $348.5K | 0.01% | +68+1.5% | Added |
| Family Wealth Group, LLC | 4,529 | $346.2K | 0.24% | +4,529 | New |
| AlTi Global, Inc. | 4,518 | $345.4K | 0.01% | 00.0% | Unchanged |
| Clifford Group, LLC | 4,498 | $343.9K | 0.27% | +4,498 | New |
| Pineridge Advisors LLC | 4,465 | $341.3K | 0.10% | −594−11.7% | Reduced |
| Silverlake Wealth Management LLC | 4,465 | $341.3K | 0.08% | +932+26.4% | Added |
| Maripau Wealth Management LLC | 4,465 | $341.3K | 0.17% | +4,465 | New |
| GWN Securities Inc. | 4,448 | $340.7K | 0.08% | −2,984−40.2% | Reduced |
| HB Wealth Management, LLC | 4,382 | $335.0K | 0.00% | +4,382 | New |
| Mosaic Family Wealth Partners, LLC | 4,407 | $334.1K | 0.04% | +56+1.3% | Added |
| Thoroughbred Financial Services, LLC | 4,286 | $327.0K | 0.02% | 00.0% | Unchanged |
| XY Planning Network, Inc. | 4,990 | $326.9K | 0.11% | 00.0% | Unchanged |
| Greenleaf Trust | 4,246 | $324.6K | 0.00% | +42+1.0% | Added |
| XTX Topco Ltd | 4,236 | $323.8K | 0.02% | +4,236 | New |
| Wealthgarden F.S. LLC | 3,673 | $318.4K | 0.23% | +578+18.7% | Added |
| Mach-1 Financial Group, Inc. | 4,159 | $318.0K | 0.05% | +4,159 | New |
| Integrity Advisory Solutions, LLC | 4,159 | $318.0K | 0.05% | +4,159 | New |
| Comprehensive Money Management Services LLC | 4,135 | $316.1K | 0.22% | −1,444−25.9% | Reduced |
| First Heartland Consultants, Inc. | 4,130 | $315.7K | 0.03% | −691−14.3% | Reduced |
| Noesis Capital Mangement Corp | 4,055 | $310.0K | 0.05% | +11+0.3% | Added |
| Meredith Wealth Planning | 4,045 | $309.2K | 0.10% | +4,045 | New |
| Valeo Financial Advisors, LLC | 4,034 | $308.4K | 0.01% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 4,000 | $305.8K | 0.00% | 00.0% | Unchanged |
| Hickory Point Bank & Trust | 4,000 | $305.8K | 0.23% | +4,000 | New |
| Entruity Wealth, LLC | 3,987 | $304.8K | 0.24% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 3,985 | $304.7K | 0.05% | 00.0% | Unchanged |
| Accredited Investors Inc. | 3,965 | $303.1K | 0.02% | +3,965 | New |
| Richards, Merrill & Peterson, Inc. | 3,900 | $298.2K | 0.13% | 00.0% | Unchanged |
| Kaizen Financial Strategies | 3,699 | $291.4K | 0.13% | −1,229−24.9% | Reduced |
| Paragon Advisors, LLC | 3,738 | $285.8K | 0.07% | 00.0% | Unchanged |
| Woodmont Investment Counsel LLC | 3,734 | $285.5K | 0.02% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 3,732 | $285.3K | 0.08% | +641+20.7% | Added |
| Iron Financial, LLC | 3,719 | $284.3K | 0.14% | +632+20.5% | Added |
| Fulcrum Equity Management | 3,702 | $283.0K | 0.29% | +3,702 | New |
| Resurgent Financial Advisors LLC | 3,677 | $281.1K | 0.14% | +3,677 | New |
| Fulton Breakefield Broenniman LLC | 3,643 | $278.5K | 0.02% | +358+10.9% | Added |
| Prospera Financial Services Inc | 3,613 | $276.2K | 0.00% | 00.0% | Unchanged |
| Barnett & Company, Inc. | 3,560 | $272.2K | 0.21% | 00.0% | Unchanged |
| Armstrong, Fleming & Moore, Inc | 3,560 | $272.2K | 0.13% | +3,560 | New |
| Empirical Asset Management, LLC | 3,520 | $269.1K | 0.07% | +3,520 | New |
| International Private Wealth Advisors LLC | 3,518 | $269.0K | 0.17% | +20+0.6% | Added |
| Novem Group | 3,515 | $268.7K | 0.03% | +149+4.4% | Added |
| Tudor Investment Corp Et Al | 3,495 | $267.2K | 0.00% | −4,537−56.5% | Reduced |
| Community Bank, N.A. | 3,490 | $266.8K | 0.03% | −501−12.6% | Reduced |
| Gateway Wealth Partners, LLC | 3,447 | $263.5K | 0.04% | +3,447 | New |
| LongView Wealth Management | 3,439 | $262.9K | 0.07% | +172+5.3% | Added |
| Greenwich Wealth Management LLC | 3,419 | $261.0K | 0.01% | +3,419 | New |
| Envestnet Portfolio Solutions, Inc. | 3,396 | $259.6K | 0.00% | −1,442−29.8% | Reduced |
| Tranquility Partners, LLC | 3,383 | $258.6K | 0.09% | 00.0% | Unchanged |
| Wealth Alliance | 3,363 | $257.1K | 0.03% | +3,363 | New |
| Stonebrook Private Inc. | 3,319 | $253.7K | 0.05% | +245+8.0% | Added |