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Livermore
Livermore
ZHEN

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.

Q4 2025 vs. Q3 2025

How the institutions holding World Gold Trust changed between Q3 2025 and Q4 2025.

All holders in Q4 2025All holders in Q3 2025

13F holders of GLDM: Q3 2025 compared with Q4 2025
MeasureQ3 2025Of which not filed for Q4 2025Q4 2025Change
Holders7548877+131
Shares153.2M205.6K162.7M+9.75M (+6.4%)
Value$11.7B$15.7M$13.9B+$2.23B (+19.1%)

8 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (187)

Institutions that held World Gold Trust at the end of Q4 2025 but not at the end of Q3 2025.

Showing the largest 100 of 187 by value.

Institutions new to GLDM in Q4 2025
InstitutionSharesValue% of portfolio
Prudential Financial Inc2,637,892$226.6M0.27%
Payden & Rygel1,300,000$111.0M7.72%
Argos Wealth Advisors, LLC790,297$67.5M19.69%
Verde Servicos Internacionais S.A.366,337$31.3M10.03%
Nearwater Capital Markets, Ltd276,600$23.6M0.40%
Summitas Investment Management LLC255,156$21.8M16.39%
Alvarez & Marsal Private Wealth Partners, LLC240,000$20.5M3.94%
McAlvany Wealth Management LLC161,505$13.8M10.54%
Brindle & Bay Financial Advisors, LLC144,578$12.3M8.21%
Intesa Sanpaolo Wealth Management139,117$11.9M2.46%
Napier Financial, LLC115,535$9.86M2.46%
RM Financial Services, LLC112,169$9.58M8.50%
Wilkerson Advisory Group LLC101,094$8.63M3.04%
Kraft, Davis & Associates, LLC94,685$8.59M1.93%
Pinnacle Financial Partners, Inc.99,851$8.52M0.06%
Chatterton & Associates Inc.95,051$8.11M6.95%
Alliance Wealth Advisors, LLC87,251$7.45M1.61%
Pitcairn Wealth Advisors LLC83,647$7.14M0.64%
John Boyer, Inc.82,335$7.03M7.16%
Money Concepts Capital Corp79,945$6.82M0.38%
Palladiem, LLC75,597$6.49M6.15%
Sankala Group LLC52,034$5.42M4.33%
OakTrust Wealth Advisors, LLC63,124$5.39M4.97%
Aureum Wealth Management, LLC58,465$4.99M4.63%
GeoWealth Management, LLC54,347$4.64M0.17%
Omnitrust Wealth Management, Inc53,459$4.56M5.80%
Forbes Financial Planning, Inc.50,379$4.30M2.51%
Jacobi Capital Management LLC49,413$4.22M0.24%
Churchill Financial Advisors, LLC48,907$4.18M1.28%
Graetz Wealth LLC40,922$3.49M3.18%
Daviman Financial, LLC35,370$3.02M1.77%
Capital Financial Group Inc34,554$2.95M1.65%
Hudson Oak Wealth Advisory LLC33,663$2.87M2.54%
Susquehanna International Group, LLP33,167$2.83M0.00%
Financial Planning Hawaii, Inc.32,980$2.82M1.62%
Citizens Financial Group Inc32,207$2.75M0.04%
Wellington-Altus USA Inc.27,624$2.36M1.75%
RCW Management, LLC27,597$2.36M2.38%
Curry Webb Wealth Management LLC26,773$2.29M1.13%
AA Financial Advisors, LLC26,501$2.26M0.42%
Certified Advisory Corp24,211$2.07M0.19%
DV Trading LLC23,846$2.04M0.18%
Lloyd Advisory Services, LLC.23,040$1.97M0.76%
EP Wealth Advisors, LLC18,979$1.62M0.01%
Caerus Investment Advisors, LLC16,969$1.45M0.48%
Curtis Wealth Management LLC14,474$1.45M1.26%
Entrust Financial LLC16,775$1.43M1.06%
Advisor Resource Council15,344$1.41M0.50%
WealthPoint Financial, LLC16,141$1.38M1.20%
FRG Family Wealth Advisors LLC15,655$1.34M0.21%
Kera Capital Partners, Inc.13,822$1.33M0.16%
SHP Wealth Management14,346$1.22M0.10%
Hopwood Nicholas Hunter13,388$1.14M0.37%
Gambit Capital Management, LLC13,348$1.14M0.82%
Quantify Chaos Advisors, LLC13,143$1.12M3.40%
Cassilly Financial Group LLC12,965$1.11M0.98%
CacheTech Inc.12,113$1.03M0.19%
SVRN Asset Management, LLC11,947$1.02M0.84%
HighPoint Advisor Group LLC11,859$1.01M0.02%
Quantinno Capital Management LP11,338$967.9K0.00%
JBR Co Financial Management Inc11,190$955.3K0.40%
Kovack Advisors, Inc.10,677$911.5K0.04%
Saxony Capital Management, LLC10,576$902.9K0.55%
Keudell/Morrison Wealth Management10,442$891.4K0.19%
Focused Alpha, LLC10,040$857.1K0.25%
Daymark Wealth Partners, LLC9,820$838.3K0.03%
Integrated Wealth Management9,783$835.2K0.94%
Betterment LLC9,133$780.0K0.00%
BCM Advisors, LLC7,854$774.5K0.15%
XML Financial, LLC8,861$756.5K0.06%
Proficio Capital Partners LLC8,685$741.4K0.05%
Colony Group, LLC8,669$740.1K0.00%
SOL Capital Management CO8,150$696.0K0.06%
Safe Harbor Wealth Advisors, LLC6,861$667.2K0.65%
Latitude Advisors, LLC7,582$647.3K0.28%
Pensionmark Financial Group, LLC7,210$615.5K0.01%
Oakmont Advisory Group, LLC7,001$597.7K0.64%
Miller Global Investments, LLC6,994$597.1K0.54%
Hamilton Capital, LLC6,674$569.8K0.03%
Standard Life Aberdeen plc6,561$560.1K0.00%
Sentinel Trust Co Lba6,355$543.0K0.05%
Decker Wealth Management LLC6,335$540.8K0.12%
King Wealth6,301$538.0K0.06%
Ares Financial Consulting, LLC6,142$524.3K0.50%
Souders Financial Advisors6,010$513.1K0.06%
Bauman Advisory Group, LLC5,997$512.0K0.41%
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors5,959$508.7K0.06%
Kingswood Wealth Advisors, LLC5,923$505.6K0.02%
Howard Bailey Securities, LLC5,822$497.1K0.20%
Harbor Capital Advisors, Inc.5,685$485.0K0.04%
Annex Advisory Services, LLC5,599$478.0K0.01%
Range Advisory, LLC5,014$428.0K0.11%
Brookwood Investment Group LLC4,381$374.0K0.05%
Corecam Pte. Ltd.4,270$364.5K0.19%
Guidance Point Advisors, LLC4,122$351.9K0.08%
Livet Wealth, LLC4,040$344.9K0.21%
Heritage Family Offices, LLP4,009$342.2K0.16%
Laurel Oak Wealth Management, LLC3,951$337.3K0.06%
Meeder Advisory Services, Inc.3,948$337.0K0.01%
Aspiriant, LLC3,837$327.6K0.01%

Sold out (56)

Institutions that held World Gold Trust at the end of Q3 2025 and filed for Q4 2025 without it.

Institutions that sold out of GLDM in Q4 2025
InstitutionShares, Q3 2025Value, Q3 2025
Mizuho Bank, Ltd.1,802,000$137.8M
Manufacturers Life Insurance Company, The554,924$42.4M
CI Private Wealth, LLC341,919$26.1M
Quadrature Capital Ltd329,436$25.2M
Alaska Permanent Fund Corp171,000$13.5M
Sterling Investment Advisors, Ltd.136,425$10.4M
Oppenheimer & Co Inc111,989$8.56M
PFG Private Wealth Management, LLC94,431$7.22M
Certior Financial Group, LLC78,772$6.02M
Reyes Financial Architecture, Inc.60,141$4.60M
Pitcairn Co55,539$4.25M
Global Retirement Partners, LLC47,412$3.62M
Synergy Financial Management, LLC44,038$2.89M
Flow Traders U.S. LLC32,152$2.46M
Cambridge Associates LLC30,631$2.34M
Arcus Capital Partners, LLC26,210$2.00M
Allworth Financial LP25,508$1.95M
Empowered Funds, LLC14,726$1.13M
Excalibur Management Corp14,494$1.11M
Summit Wealth Group LLC22,316$818.1K
HORAN Wealth, LLC8,772$670.6K
Brighton Jones LLC8,529$652.0K
Two Sigma Securities, LLC8,295$634.2K
Buckingham Strategic Partners6,340$486.0K
Requisite Capital Management, LLC6,139$469.3K
Heritage Investors Management Corp5,760$440.0K
VisionPoint Advisory Group, LLC4,713$360.3K
Blue Barn Wealth, LLC4,641$354.8K
XTX Topco Ltd4,236$323.8K
Mach-1 Financial Group, Inc.4,159$318.0K
Comprehensive Money Management Services LLC4,135$316.1K
Accredited Investors Inc.3,965$303.1K
Gateway Wealth Partners, LLC3,447$263.5K
Exencial Wealth Advisors, LLC3,279$250.7K
Independent Advisor Alliance3,058$233.8K
Heritage Investment Group, Inc.2,929$223.9K
Accurate Wealth Management, LLC2,696$221.0K
Financial Sense Advisors, Inc.2,870$219.4K
May Hill Capital, LLC2,777$212.3K
Blackston Financial Advisory Group, LLC2,753$210.5K
Raleigh Capital Management Inc.1,613$123.3K
Transce3nd, LLC1,915$103.3K
GPS Wealth Strategies Group, LLC1,350$103.2K
Northwest Capital Management Inc1,022$78.1K
Family Legacy Financial Solutions, LLC475$36.3K
Keener Financial Planning LLC283$21.0K
Salem Investment Counselors Inc252$19.3K
National Bank of Canada235$17.9K
Main Street Group, LTD227$17.4K
Pacifica Partners Inc.140$10.7K
JPL Wealth Management, LLC126$9.63K
Innovative Advisory Group, LLC100$7.64K
Wealth Watch Advisors, INC69$5.28K
Ronald Blue Trust, Inc.50$3.82K
Centerpoint Advisors, LLC11$1.00K
Glen Eagle Advisors, LLC11$841

Not filed for Q4 2025 yet (8)

Institutions that held World Gold Trust at the end of Q3 2025 and haven't filed a 13F for Q4 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding GLDM in Q3 2025 that haven't filed for Q4 2025
InstitutionShares, Q3 2025Value, Q3 2025
Synovus Financial Corp139,845$10.7M
Hutchinson Financial Advisors, INC48,768$3.72M
Fullcircle Wealth LLC7,002$545.9K
LexAurum Advisors, LLC5,101$390.0K
Pineridge Advisors LLC4,465$341.3K
Accredited Wealth Management, LLC343$9.56K
Creekmur Asset Management LLC50$3.82K
Guerra Advisors Inc0$23