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
- 877
- +131 vs. Q3 2025
- Shares held
- 162.7M
- +9.75M (+6.4%) vs. Q3 2025
- Total value
- $13.9B
- +$2.23B (+19.1%) vs. Q3 2025
- New holders
- 187
- 335 more added
- Sold out
- 56
- 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 | 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, 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 |
|---|---|---|---|---|---|
| FWL Investment Management, LLC | 1,331 | $113.6K | 0.03% | −205−13.3% | Reduced |
| Geneos Wealth Management Inc. | 1,363 | $116.4K | 0.00% | +52+4.0% | Added |
| Private Wealth Asset Management, LLC | 1,400 | $119.5K | 0.01% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 1,623 | $138.6K | 0.85% | −74−4.4% | Reduced |
| IFC & Insurance Marketing, Inc. | 1,657 | $141.0K | 0.14% | +1,657 | New |
| Piscataqua Savings Bank | 1,791 | $152.9K | 0.11% | +1,791 | New |
| International Assets Investment Management, LLC | 1,800 | $153.7K | 0.01% | +1,800 | New |
| Redwood Park Advisors LLC | 1,810 | $154.5K | 0.11% | +1,805+36,100.0% | Added |
| BFSG, LLC | 1,877 | $160.2K | 0.02% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 1,893 | $161.6K | 0.02% | +1,893 | New |
| EverSource Wealth Advisors, LLC | 1,902 | $162.4K | 0.01% | +1,338+237.2% | Added |
| TD Capital Management LLC | 1,993 | $170.1K | 0.02% | 00.0% | Unchanged |
| NBC Securities, Inc. | 2,023 | $172.7K | 0.01% | +1,462+260.6% | Added |
| Washington Trust Advisors, Inc. | 2,121 | $181.1K | 0.01% | −138−6.1% | Reduced |
| Key Financial Inc | 2,147 | $183.3K | 0.03% | +1,310+156.5% | Added |
| Rosenberg Matthew Hamilton | 2,162 | $184.6K | 0.04% | 00.0% | Unchanged |
| First Horizon Corp | 2,246 | $191.7K | 0.01% | +990+78.8% | Added |
| WestEnd Advisors, LLC | 2,263 | $193.2K | 0.00% | −318−12.3% | Reduced |
| Elevated Capital Advisors, LLC | 2,287 | $195.2K | 0.05% | +2,287 | New |
| Invested Advisors | 2,371 | $202.4K | 0.21% | +2,371 | New |
| Stone Point Wealth LLC | 2,374 | $202.7K | 0.05% | +2,374 | New |
| Parkside Financial Bank & Trust | 2,384 | $203.5K | 0.02% | +854+55.8% | Added |
| Jaffetilchin Investment Partners, LLC | 2,391 | $204.1K | 0.01% | +2,391 | New |
| Allen Capital Group, LLC | 2,395 | $204.5K | 0.02% | +2,395 | New |
| Sax Wealth Advisors, LLC | 2,395 | $204.5K | 0.01% | +2,395 | New |
| Tobias Financial Advisors, Inc. | 2,412 | $205.9K | 0.03% | +2,412 | New |
| Integrated Investment Consultants, LLC | 2,420 | $206.6K | 0.04% | +2,420 | New |
| Shrier Wealth Management, LLC | 2,427 | $207.2K | 0.08% | +2,427 | New |
| FLP Wealth Management, LLC | 2,445 | $208.7K | 0.49% | +2,445 | New |
| Lansing Street Advisors | 2,484 | $212.1K | 0.05% | +2,484 | New |
| Hofer & Associates. Inc | 2,489 | $212.5K | 0.11% | +2,489 | New |
| Community Bank, N.A. | 2,535 | $216.4K | 0.03% | −955−27.4% | Reduced |
| Bluesphere Advisors, LLC | 2,546 | $217.4K | 0.10% | +2,546 | New |
| Engineers Gate Manager LP | 2,556 | $218.2K | 0.00% | +2,556 | New |
| Traynor Capital Management, Inc. | 2,575 | $219.8K | 0.01% | +2,575 | New |
| Confluence Wealth Services, Inc. | 2,582 | $220.4K | 0.01% | −132−4.9% | Reduced |
| BCS Wealth Management | 2,582 | $220.4K | 0.02% | +2,582 | New |
| Elevation Wealth Management LLC | 2,621 | $223.8K | 0.21% | +2,621 | New |
| Keel Point, LLC | 2,631 | $224.6K | 0.01% | +2,631 | New |
| Pinnacle Family Advisors, LLC | 2,639 | $225.3K | 0.10% | +2,639 | New |
| Salomon & Ludwin, LLC | 2,572 | $226.3K | 0.02% | 00.0% | Unchanged |
| Soundwatch Capital LLC | 2,667 | $227.7K | 0.04% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 2,675 | $228.4K | 0.00% | −23−0.9% | Reduced |
| Bulwark Capital Corp | 2,687 | $229.4K | 0.16% | +973+56.8% | Added |
| Kingdom Financial Group LLC. | 2,733 | $233.3K | 0.07% | +2,733 | New |
| Regimen Wealth, LLC | 2,735 | $233.5K | 0.07% | −4,494−62.2% | Reduced |
| Birch Capital Management, LLC | 2,740 | $233.9K | 0.12% | 00.0% | Unchanged |
| Mason Investment Advisory Services, Inc. | 2,774 | $236.8K | 0.01% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 2,795 | $238.5K | 0.15% | +2,795 | New |
| Transcend Wealth Collective, LLC | 2,795 | $238.6K | 0.02% | −380−12.0% | Reduced |
| Federation des caisses Desjardins du Quebec | 2,810 | $239.8K | 0.00% | −77−2.7% | Reduced |
| Moseley Investment Management Inc | 2,815 | $240.3K | 0.07% | 00.0% | Unchanged |
| Syntegra Private Wealth Group, LLC | 2,820 | $240.7K | 0.02% | −9−0.3% | Reduced |
| OxenFree Capital LLC | 2,840 | $242.5K | 0.13% | +2,840 | New |
| Empirical Asset Management, LLC | 2,864 | $244.5K | 0.07% | −656−18.6% | Reduced |
| Rodgers & Associates, LTD | 2,875 | $245.4K | 0.02% | −215−7.0% | Reduced |
| Capital Squared Financial LLC | 2,875 | $245.4K | 0.19% | −75−2.5% | Reduced |
| Angeles Wealth Management, LLC | 2,881 | $246.0K | 0.01% | +2,881 | New |
| WealthBridge Capital Management, LLC | 2,887 | $246.5K | 0.06% | +2,887 | New |
| LFG Wealth Partners, LLC | 2,896 | $247.2K | 0.16% | +2,896 | New |
| Asset Allocation Strategies LLC | 2,904 | $247.9K | 0.05% | +2,904 | New |
| Richardson Capital Management LLC | 2,905 | $248.0K | 0.12% | +2,905 | New |
| Foguth Wealth Management, LLC. | 2,895 | $248.2K | 0.04% | +2,895 | New |
| Steel Peak Wealth Management LLC | 2,919 | $249.2K | 0.01% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 2,930 | $250.1K | 0.00% | −466−13.7% | Reduced |
| Brian Low Financial Group, LLC | 2,937 | $250.7K | 0.18% | +2,937 | New |
| LaSalle St. Investment Advisors, LLC | 2,942 | $251.0K | 0.04% | +212+7.8% | Added |
| Essential Partners LLC | 2,945 | $251.4K | 0.08% | −2,100−41.6% | Reduced |
| HCR Wealth Advisors | 2,964 | $253.0K | 0.03% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 2,990 | $255.3K | 0.03% | +289+10.7% | Added |
| Journey Retirement Planning & Investment Management LLC | 2,991 | $255.3K | 0.05% | +2,991 | New |
| Centennial Advisors, LLC | 2,992 | $255.4K | 0.33% | +2,992 | New |
| Berkshire Asset Management LLC | 3,018 | $257.6K | 0.01% | 00.0% | Unchanged |
| National Wealth Management Group, LLC | 3,027 | $258.4K | 0.09% | +3,027 | New |
| Cahaba Wealth Management, Inc. | 3,034 | $259.0K | 0.02% | 00.0% | Unchanged |
| We Are One Seven, LLC | 3,048 | $260.2K | 0.01% | +3,048 | New |
| Invera Wealth Advisors, LLC | 3,061 | $261.3K | 0.17% | +3,061 | New |
| Refined Wealth Management | 3,072 | $262.3K | 0.18% | 00.0% | Unchanged |
| Manhattan West Asset Management, LLC | 3,072 | $262.3K | 0.05% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 3,075 | $262.5K | 0.02% | −157−4.9% | Reduced |
| Flatrock Wealth Partners LLC | 3,080 | $262.9K | 0.13% | +3,080 | New |
| MidFirst Bank | 3,105 | $265.1K | 0.02% | +3,105 | New |
| Painted Porch Advisors LLC | 3,128 | $267.0K | 0.11% | +71+2.3% | Added |
| Indivisible Partners | 3,133 | $267.5K | 0.03% | +3,133 | New |
| Sharkey, Howes & Javer | 3,140 | $268.1K | 0.03% | +3,140 | New |
| Bouchey Financial Group Ltd | 3,146 | $268.6K | 0.02% | 00.0% | Unchanged |
| DGS Capital Management, LLC | 3,150 | $268.9K | 0.05% | 00.0% | Unchanged |
| Endeavor Private Wealth, Inc. | 3,201 | $273.3K | 0.08% | +3,201 | New |
| Bank of Montreal | 3,186 | $273.7K | 0.00% | −117−3.5% | Reduced |
| International Private Wealth Advisors LLC | 3,208 | $273.9K | 0.17% | −310−8.8% | Reduced |
| Strategic Wealth Partners, Ltd. | 3,223 | $275.1K | 0.02% | +2,188+211.4% | Added |
| Fulcrum Equity Management | 3,233 | $276.0K | 0.26% | −469−12.7% | Reduced |
| LifeWealth Investments, LLC | 3,233 | $276.0K | 0.09% | +3,233 | New |
| Mma Asset Management LLC | 3,240 | $276.6K | 0.10% | +1,134+53.8% | Added |
| Estate Planners Group, LLC | 3,261 | $278.4K | 0.12% | +3,261 | New |
| Tfo-TDC, LLC | 3,300 | $281.7K | 0.04% | +3,300 | New |
| Professional Financial Advisors, LLC | 3,305 | $282.1K | 0.06% | −10−0.3% | Reduced |
| Regal Investment Advisors LLC | 3,308 | $282.4K | 0.02% | +3,308 | New |
| Great Lakes Retirement, Inc. | 3,309 | $282.5K | 0.03% | +3,309 | New |
| Briggs Wealth Management, Inc | 3,328 | $284.1K | 0.31% | +3,328 | New |