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, Q4 2025
Institutional positions in World Gold Trust as of Dec 31, 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
- 878
- +132 vs. Q3 2025
- Shares held
- 163.1M
- +8.59M (+5.6%) vs. Q3 2025
- Total value
- $13.9B
- +$2.14B (+18.2%) vs. Q3 2025
- New holders
- 187
- 337 more added
- Sold out
- 55
- 257 more reduced
8 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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 | 878 | $13.9B |
| Q3 2025 | 754 | $11.8B |
| Q2 2025 | 702 | $9.26B |
| Q1 2025 | 618 | $8.05B |
| Q4 2024 | 541 | $5.85B |
| Q3 2024 | 465 | $5.95B |
| Q2 2024 | 406 | $4.21B |
| Q1 2024 | 375 | $4.84B |
| Q4 2023 | 374 | $4.09B |
| Q3 2023 | 345 | $3.52B |
| Q2 2023 | 334 | $4.12B |
| Q1 2023 | 319 | $3.95B |
| Q4 2022 | 275 | $3.67B |
| Q3 2022 | 255 | $2.88B |
| Q2 2022 | 274 | $3.11B |
| Q1 2022 | 240 | $2.55B |
| Q4 2021 | 258 | $2.86B |
| Q3 2021 | 235 | $2.75B |
| Q2 2021 | 239 | $2.81B |
| Q1 2021 | 227 | $2.69B |
Institutions, Q4 2025
Shares, value and share of portfolio for each institution holding World Gold Trust; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sumitomo Mitsui Trust Holdings, Inc. | 18,387,492 | $1.57B | 0.92% | −90,445−0.5% | Reduced |
| Morgan Stanley | 10,562,081 | $901.7M | 0.05% | +1,943,672+22.6% | Added |
| Wells Fargo & Company | 7,913,715 | $675.6M | 0.13% | +2,785,608+54.3% | Added |
| Bank of America Corp | 7,659,557 | $653.9M | 0.05% | +292,261+4.0% | Added |
| Evoke Wealth, LLC | 7,374,785 | $629.6M | 12.11% | +123,123+1.7% | Added |
| Empower Advisory Group, LLC | 5,868,543 | $501.0M | 1.35% | +213,149+3.8% | Added |
| UBS Group AG | 3,412,428 | $291.3M | 0.06% | +96,624+2.9% | Added |
| Cassaday & Co Wealth Management LLC | 3,377,267 | $288.3M | 6.08% | −30,498−0.9% | Reduced |
| State Street Corp | 3,065,944 | $261.7M | 0.01% | +363,116+13.4% | Added |
| LPL Financial LLC | 2,992,890 | $255.5M | 0.07% | −28,641−0.9% | Reduced |
| Ameriprise Financial Inc | 2,870,368 | $245.1M | 0.06% | +203,183+7.6% | Added |
| Prudential Financial Inc | 2,637,892 | $226.6M | 0.27% | +2,637,892 | New |
| Asset Management One Co.,Ltd. | 2,622,417 | $225.0M | 0.63% | −795,548−23.3% | Reduced |
| Evergreen Quality Fund GP, Ltd. | 2,587,215 | $220.9M | 4.36% | +374,500+16.9% | Added |
| Resona Asset Management Co.,Ltd. | 2,229,600 | $191.3M | 0.92% | +490,600+28.2% | Added |
| Principal Financial Group Inc | 2,191,901 | $187.1M | 0.10% | −348,065−13.7% | Reduced |
| Advisor Group Holdings, Inc. | 1,695,424 | $144.7M | 0.21% | −312,192−15.6% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 1,654,569 | $141.3M | 0.21% | +204,379+14.1% | Added |
| Stifel Financial Corp | 1,604,843 | $137.0M | 0.12% | −238,291−12.9% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 1,537,910 | $131.3M | 1.03% | −114,800−6.9% | Reduced |
| JPMorgan Chase & Co | 1,458,482 | $124.5M | 0.01% | −1,570,850−51.9% | Reduced |
| Royal Bank of Canada | 1,402,960 | $119.8M | 0.02% | +60,263+4.5% | Added |
| Charles Schwab Investment Management Inc | 1,347,980 | $115.1M | 0.02% | −42,634−3.1% | Reduced |
| HighTower Advisors, LLC | 1,335,584 | $114.0M | 0.12% | +17,412+1.3% | Added |
| Payden & Rygel | 1,300,000 | $111.0M | 7.72% | +1,300,000 | New |
| Envestnet Asset Management Inc | 1,243,004 | $106.1M | 0.03% | +66,227+5.6% | Added |
| Hollow Brook Wealth Management LLC | 1,218,677 | $104.0M | 26.91% | −29,524−2.4% | Reduced |
| Cerity Partners LLC | 1,181,571 | $100.9M | 0.15% | −21,687−1.8% | Reduced |
| Gradient Investments LLC | 1,101,614 | $94.0M | 1.49% | +108,775+11.0% | Added |
| Raymond James Financial Inc | 1,076,318 | $91.9M | 0.03% | +182,237+20.4% | Added |
| Strategic Financial Services, Inc, | 921,392 | $90.4M | 4.17% | −476,522−34.1% | Reduced |
| 3EDGE Asset Management, LP | 1,022,992 | $87.3M | 4.53% | −1,677,204−62.1% | Reduced |
| Benjamin Edwards Inc | 993,809 | $84.8M | 0.94% | −135,712−12.0% | Reduced |
| Toroso Investments, LLC | 986,193 | $84.2M | 0.35% | −87,909−8.2% | Reduced |
| CWM, LLC | 931,521 | $79.5M | 0.22% | +149,990+19.2% | Added |
| Private Advisor Group, LLC | 924,614 | $78.9M | 0.37% | +10,119+1.1% | Added |
| US Bancorp | 909,603 | $77.7M | 0.09% | +172,070+23.3% | Added |
| Bank of New York Mellon Corp | 840,575 | $71.8M | 0.01% | +19,791+2.4% | Added |
| Equitable Holdings, Inc. | 815,693 | $69.6M | 0.48% | +80,338+10.9% | Added |
| Cohen & Steers, Inc. | 812,077 | $69.3M | 0.13% | −196,361−19.5% | Reduced |
| Great Valley Advisor Group, Inc. | 805,363 | $68.8M | 1.32% | −84,351−9.5% | Reduced |
| Argos Wealth Advisors, LLC | 790,297 | $67.5M | 18.12% | +790,297 | New |
| Goldman Sachs Group Inc | 789,755 | $67.4M | 0.01% | +749,763+1,874.8% | Added |
| Capitolis Liquid Global Markets LLC | 720,200 | $61.5M | 0.37% | −400−0.1% | Reduced |
| Van Eck Associates Corp | 671,036 | $57.3M | 0.05% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 663,924 | $56.7M | 0.10% | −60,801−8.4% | Reduced |
| Parcion Private Wealth LLC | 661,153 | $56.4M | 3.43% | −3,462−0.5% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 656,114 | $56.0M | 1.55% | +189,467+40.6% | Added |
| Richard C. Young & CO., LTD. | 651,748 | $55.6M | 4.99% | +874+0.1% | Added |
| SEI Investments Co | 642,531 | $54.9M | 0.05% | −657,358−50.6% | Reduced |
| Farther Finance Advisors, LLC | 635,706 | $54.3M | 0.58% | +94,239+17.4% | Added |
| Nepc LLC | 634,975 | $54.2M | 1.16% | +20,110+3.3% | Added |
| Nissay Asset Management Corp | 618,927 | $52.8M | 0.27% | +171,986+38.5% | Added |
| Cresset Asset Management, LLC | 618,294 | $52.8M | 0.22% | +61,142+11.0% | Added |
| Greenline Partners, LLC | 592,939 | $50.6M | 5.79% | −143,698−19.5% | Reduced |
| Assetmark, Inc | 557,735 | $47.6M | 0.10% | +235,004+72.8% | Added |
| Creative Planning | 557,259 | $47.6M | 0.03% | +512,683+1,150.1% | Added |
| SBI Securities Co., Ltd. | 533,574 | $45.6M | 1.17% | +34,331+6.9% | Added |
| Capital Planning Advisors, LLC | 533,240 | $45.5M | 6.09% | −14,083−2.6% | Reduced |
| Diversify Advisory Services, LLC | 490,467 | $44.5M | 1.41% | +6,306+1.3% | Added |
| American Investment Services, Inc. | 512,994 | $43.8M | 10.16% | −50,361−8.9% | Reduced |
| MBL Wealth, LLC | 512,932 | $43.8M | 3.51% | −3,898−0.8% | Reduced |
| Cetera Investment Advisers | 465,836 | $39.8M | 0.04% | −10,553−2.2% | Reduced |
| Main Street Research LLC | 462,316 | $39.5M | 2.26% | −4,548−1.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 455,037 | $38.8M | 0.02% | +85,476+23.1% | Added |
| Tradewinds Capital Management, LLC | 447,394 | $38.2M | 8.05% | −16,287−3.5% | Reduced |
| Bangor Savings Bank | 439,063 | $37.5M | 3.02% | +2,535+0.6% | Added |
| SNS Financial Group, LLC | 422,954 | $36.1M | 3.11% | −14,990−3.4% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 416,926 | $35.6M | 0.09% | −138,518−24.9% | Reduced |
| Sentinel Pension Advisors Inc | 398,731 | $34.0M | 5.23% | +12,089+3.1% | Added |
| Mission Creek Capital Partners, Inc. | 386,065 | $33.0M | 6.65% | +17,271+4.7% | Added |
| Confluence Investment Management LLC | 380,810 | $32.5M | 0.49% | −107,583−22.0% | Reduced |
| Evernest Financial Advisors, LLC | 319,431 | $32.1M | 6.73% | −39,284−11.0% | Reduced |
| Verde Servicos Internacionais S.A. | 366,337 | $31.3M | 10.03% | +366,337 | New |
| Fullerton Fund Management Co Ltd. | 364,751 | $31.1M | 1.36% | −189,402−34.2% | Reduced |
| Evercore Wealth Management, LLC | 353,898 | $30.2M | 0.44% | +102,141+40.6% | Added |
| Wealthfront Advisers LLC | 353,855 | $30.2M | 0.07% | +332,515+1,558.2% | Added |
| Mariner, LLC | 348,473 | $29.7M | 0.04% | +17,423+5.3% | Added |
| CI Private Wealth, LLC | 346,996 | $29.6M | 0.02% | +5,077+1.5% | Added |
| Baird Financial Group, Inc. | 331,035 | $28.3M | 0.04% | −28,453−7.9% | Reduced |
| AE Wealth Management LLC | 330,650 | $28.2M | 0.16% | +89,313+37.0% | Added |
| Commonwealth Equity Services, LLC | 303,017 | $25.9M | 0.03% | +4,392+1.5% | Added |
| Mirae Asset Global Investments Co., Ltd. | 302,700 | $25.8M | 0.07% | +55,000+22.2% | Added |
| Austin Wealth Management, LLC | 286,479 | $25.4M | 3.75% | +9,720+3.5% | Added |
| Wealth Enhancement Advisory Services, LLC | 272,701 | $24.3M | 0.03% | −9,944−3.5% | Reduced |
| Continuum Wealth Advisors, LLC | 277,224 | $23.7M | 9.14% | +32,009+13.1% | Added |
| Nearwater Capital Markets, Ltd | 276,600 | $23.6M | 0.40% | +276,600 | New |
| MML Investors Services, LLC | 264,126 | $22.5M | 0.05% | +15,944+6.4% | Added |
| Bank of Nova Scotia | 262,000 | $22.4M | 0.03% | +57,400+28.1% | Added |
| Summitas Investment Management LLC | 255,156 | $21.8M | 16.39% | +255,156 | New |
| NavPoint Financial, Inc. | 255,101 | $21.8M | 9.31% | +1,541+0.6% | Added |
| Miracle Mile Advisors, LLC | 250,874 | $21.4M | 0.31% | −766−0.3% | Reduced |
| Alvarez & Marsal Private Wealth Partners, LLC | 240,000 | $20.5M | 3.94% | +240,000 | New |
| McMorgan & Co LLC | 234,992 | $20.1M | 3.32% | −31,865−11.9% | Reduced |
| Brandywine Oak Private Wealth LLC | 229,977 | $19.6M | 1.65% | −27,956−10.8% | Reduced |
| Coco Enterprises, LLC | 228,164 | $19.5M | 9.94% | −8,187−3.5% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 222,241 | $19.1M | 0.10% | +10,718+5.1% | Added |
| Deutsche Bank AG | 220,100 | $18.8M | 0.01% | 00.0% | Unchanged |
| Timber Creek Capital Management LLC | 217,761 | $18.6M | 4.32% | −6,378−2.8% | Reduced |
| CoreCap Advisors, LLC | 212,595 | $18.1M | 0.63% | +3,707+1.8% | Added |