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 |
|---|---|---|---|---|---|
| Professional Financial Advisors, LLC | 3,315 | $253.4K | 0.05% | +53+1.6% | Added |
| Genesis Private Wealth, LLC | 3,310 | $253.1K | 0.11% | +3,310 | New |
| Bank of Montreal | 3,303 | $252.5K | 0.00% | +131+4.1% | Added |
| Exencial Wealth Advisors, LLC | 3,279 | $250.7K | 0.01% | +3,279 | New |
| N.E.W. Advisory Services LLC | 3,232 | $247.1K | 0.02% | −1,117−25.7% | Reduced |
| Stonebridge Financial Group, LLC | 3,231 | $247.0K | 0.02% | +3,231 | New |
| OneAscent Financial Services LLC | 3,217 | $245.9K | 0.02% | +3,217 | New |
| Transcend Wealth Collective, LLC | 3,175 | $242.7K | 0.02% | +3,175 | New |
| DGS Capital Management, LLC | 3,150 | $240.8K | 0.04% | +3,150 | New |
| Bouchey Financial Group Ltd | 3,146 | $240.5K | 0.02% | +3,146 | New |
| Pacific Capital Wealth Advisors, Inc | 3,130 | $239.3K | 0.04% | +3,130 | New |
| Rodgers & Associates, LTD | 3,090 | $236.2K | 0.02% | +3,090 | New |
| Manhattan West Asset Management, LLC | 3,072 | $234.9K | 0.05% | −301−8.9% | Reduced |
| Refined Wealth Management | 3,072 | $234.9K | 0.15% | 00.0% | Unchanged |
| Independent Advisor Alliance | 3,058 | $233.8K | 0.01% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 3,057 | $233.7K | 0.09% | 00.0% | Unchanged |
| Cahaba Wealth Management, Inc. | 3,034 | $232.0K | 0.02% | +3,034 | New |
| Berkshire Asset Management LLC | 3,018 | $230.7K | 0.01% | +3,018 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 3,000 | $227.2K | 0.05% | +3,000 | New |
| HCR Wealth Advisors | 2,964 | $226.2K | 0.02% | +2,964 | New |
| Capital Squared Financial LLC | 2,950 | $225.5K | 0.20% | −234−7.3% | Reduced |
| Heritage Investment Group, Inc. | 2,929 | $223.9K | 0.04% | +2,929 | New |
| Steel Peak Wealth Management LLC | 2,919 | $223.2K | 0.01% | +2,919 | New |
| Beacon Financial Group | 2,900 | $221.7K | 0.02% | +2,900 | New |
| Accurate Wealth Management, LLC | 2,696 | $221.0K | 0.03% | +2,696 | New |
| Federation des caisses Desjardins du Quebec | 2,887 | $220.7K | 0.00% | −68−2.3% | Reduced |
| Financial Sense Advisors, Inc. | 2,870 | $219.4K | 0.04% | +2,870 | New |
| Gerber Kawasaki Wealth & Investment Management | 2,859 | $218.6K | 0.01% | +2,859 | New |
| Syntegra Private Wealth Group, LLC | 2,829 | $216.3K | 0.02% | +2,829 | New |
| Moseley Investment Management Inc | 2,815 | $215.2K | 0.07% | +2,815 | New |
| May Hill Capital, LLC | 2,777 | $212.3K | 0.06% | +2,777 | New |
| Mason Investment Advisory Services, Inc. | 2,774 | $212.1K | 0.01% | +2,774 | New |
| United Capital Financial Advisers, LLC | 2,769 | $211.7K | 0.00% | +2,769 | New |
| Blackston Financial Advisory Group, LLC | 2,753 | $210.5K | 0.13% | −2,374−46.3% | Reduced |
| Range Financial Group LLC | 2,745 | $209.9K | 0.08% | +2,745 | New |
| Birch Capital Management, LLC | 2,740 | $209.5K | 0.11% | 00.0% | Unchanged |
| LaSalle St. Investment Advisors, LLC | 2,730 | $208.0K | 0.04% | +2,730 | New |
| Confluence Wealth Services, Inc. | 2,714 | $207.5K | 0.01% | +2,714 | New |
| Impact Partnership Wealth, LLC | 2,701 | $206.5K | 0.03% | +2,701 | New |
| Moneta Group Investment Advisors LLC | 2,698 | $206.3K | 0.00% | +2,698 | New |
| Net Worth Advisory Group | 2,696 | $206.1K | 0.06% | −1,518−36.0% | Reduced |
| Millstone Evans Group, LLC | 2,677 | $204.7K | 0.13% | +2,677 | New |
| Soundwatch Capital LLC | 2,667 | $203.9K | 0.03% | −174−6.1% | Reduced |
| Fisher Asset Management, LLC | 2,626 | $200.8K | 0.00% | −973−27.0% | Reduced |
| Salomon & Ludwin, LLC | 2,572 | $197.8K | 0.02% | −45−1.7% | Reduced |
| WestEnd Advisors, LLC | 2,581 | $197.3K | 0.00% | +188+7.9% | Added |
| Washington Trust Advisors, Inc. | 2,259 | $172.7K | 0.01% | +75+3.4% | Added |
| Rosenberg Matthew Hamilton | 2,162 | $165.3K | 0.04% | 00.0% | Unchanged |
| Mma Asset Management LLC | 2,106 | $161.0K | 0.05% | +2,106 | New |
| TD Capital Management LLC | 1,993 | $152.4K | 0.01% | +1,722+635.4% | Added |
| Daiwa Securities Group Inc. | 1,948 | $149.0K | 0.00% | +1,948 | New |
| BFSG, LLC | 1,877 | $143.5K | 0.01% | 00.0% | Unchanged |
| Bulwark Capital Corp | 1,714 | $131.0K | 0.10% | +1,043+155.4% | Added |
| SRS Capital Advisors, Inc. | 1,710 | $130.8K | 0.00% | +1,495+695.3% | Added |
| LGT Financial Advisors LLC | 1,697 | $129.7K | 0.28% | −158−8.5% | Reduced |
| Raleigh Capital Management Inc. | 1,613 | $123.3K | 0.05% | +1,613 | New |
| FWL Investment Management, LLC | 1,536 | $117.4K | 0.03% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,530 | $117.0K | 0.01% | −134−8.1% | Reduced |
| Private Wealth Asset Management, LLC | 1,400 | $107.0K | 0.01% | 00.0% | Unchanged |
| Transce3nd, LLC | 1,915 | $103.3K | 0.92% | −55,655−96.7% | Reduced |
| GPS Wealth Strategies Group, LLC | 1,350 | $103.2K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,311 | $100.2K | 0.00% | −6,675−83.6% | Reduced |
| Trust Co of Vermont | 1,263 | $96.6K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 1,256 | $96.0K | 0.00% | +1,256 | New |
| Glass Jacobson Investment Advisors llc | 1,065 | $81.4K | 0.03% | −146−12.1% | Reduced |
| Strategic Wealth Partners, Ltd. | 1,035 | $79.1K | 0.01% | −100−8.8% | Reduced |
| Northwest Capital Management Inc | 1,022 | $78.1K | 0.08% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 1,020 | $78.0K | 0.03% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 952 | $72.8K | 0.00% | +479+101.3% | Added |
| NBT Bank N A | 968 | $69.8K | 0.00% | +55+6.0% | Added |
| Key Financial Inc | 837 | $64.1K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 825 | $63.1K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 773 | $59.1K | 0.05% | +320+70.6% | Added |
| Beaird Harris Wealth Management, LLC | 662 | $50.6K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 659 | $50.4K | 0.01% | −1−0.2% | Reduced |
| Sound Income Strategies, LLC | 635 | $49.9K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 595 | $45.5K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 582 | $44.5K | 0.01% | −35−5.7% | Reduced |
| EverSource Wealth Advisors, LLC | 564 | $43.1K | 0.00% | +145+34.6% | Added |
| NBC Securities, Inc. | 561 | $42.9K | 0.00% | 00.0% | Unchanged |
| Gould Capital, LLC | 516 | $39.4K | 0.02% | +408+377.8% | Added |
| Evolution Wealth Management Inc. | 490 | $37.5K | 0.04% | +174+55.1% | Added |
| The PNC Financial Services Group, Inc. | 481 | $36.8K | 0.00% | +14+3.0% | Added |
| GAMMA Investing LLC | 476 | $36.4K | 0.00% | 00.0% | Unchanged |
| Family Legacy Financial Solutions, LLC | 475 | $36.3K | 0.03% | +475 | New |
| Financial Consulate, Inc | 450 | $34.4K | 0.00% | +450 | New |
| Plante Moran Financial Advisors, LLC | 449 | $34.3K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 434 | $33.2K | 0.01% | +16+3.8% | Added |
| Bokf, NA | 400 | $30.6K | 0.00% | 00.0% | Unchanged |
| Deane Retirement Strategies, Inc. | 335 | $25.6K | 0.01% | +187+126.4% | Added |
| Costello Asset Management, INC | 304 | $23.2K | 0.01% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 295 | $22.6K | 0.02% | +81+37.9% | Added |
| Mark Sheptoff Financial Planning, LLC | 294 | $22.5K | 0.01% | +294 | New |
| Highline Wealth Partners LLC | 285 | $21.8K | 0.01% | −700−71.1% | Reduced |
| Keener Financial Planning LLC | 283 | $21.0K | 0.01% | +283 | New |
| Groupe la Francaise | 300 | $19.4K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 252 | $19.3K | 0.00% | +52+26.0% | Added |
| Bryn Mawr Trust Co | 236 | $18.0K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 235 | $17.9K | 0.00% | −3,200−93.2% | Reduced |
| Main Street Group, LTD | 227 | $17.4K | 0.01% | 00.0% | Unchanged |