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 |
|---|---|---|---|---|---|
| Arwa LLC | 3,342 | $285.3K | 0.17% | +3,342 | New |
| Carnegie Capital Asset Management, LLC | 3,350 | $286.0K | 0.01% | +3,350 | New |
| Facet Wealth, Inc. | 2,692 | $286.5K | 0.01% | +2,692 | New |
| Tranquility Partners, LLC | 3,383 | $288.8K | 0.10% | 00.0% | Unchanged |
| Caliber Wealth Management, LLC | 3,385 | $289.0K | 0.03% | +3,385 | New |
| Resources Investment Advisors, LLC. | 3,431 | $292.9K | 0.00% | +3,431 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 3,500 | $298.8K | 0.08% | +500+16.7% | Added |
| Stonebrook Private Inc. | 3,525 | $300.9K | 0.06% | +206+6.2% | Added |
| Barnett & Company, Inc. | 3,560 | $303.9K | 0.24% | 00.0% | Unchanged |
| Armstrong, Fleming & Moore, Inc | 3,560 | $303.9K | 0.14% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 3,561 | $306.0K | 0.01% | +1,851+108.2% | Added |
| Mosaic Family Wealth Partners, LLC | 3,586 | $306.1K | 0.03% | −821−18.6% | Reduced |
| Genesis Private Wealth, LLC | 3,687 | $314.8K | 0.10% | +377+11.4% | Added |
| Blue Water Asset Management | 3,696 | $315.5K | 0.11% | +3,696 | New |
| Woodmont Investment Counsel LLC | 3,734 | $318.8K | 0.02% | 00.0% | Unchanged |
| Paragon Advisors, LLC | 3,738 | $319.1K | 0.09% | 00.0% | Unchanged |
| LongView Wealth Management | 3,524 | $320.3K | 0.08% | +85+2.5% | Added |
| Equita Financial Network, Inc. | 3,755 | $320.6K | 0.10% | +3,755 | New |
| Asempa Wealth Advisors | 3,767 | $321.6K | 0.28% | +3,767 | New |
| Oregon Pacific Wealth Management, LLC | 3,776 | $322.4K | 0.33% | −2,369−38.6% | Reduced |
| Kaizen Financial Strategies | 3,780 | $322.7K | 0.14% | +81+2.2% | Added |
| Iron Financial, LLC | 3,811 | $325.3K | 0.15% | +92+2.5% | Added |
| Resurgent Financial Advisors LLC | 3,822 | $326.3K | 0.16% | +145+3.9% | Added |
| Aspiriant, LLC | 3,837 | $327.6K | 0.01% | +3,837 | New |
| Prospera Financial Services Inc | 3,849 | $328.6K | 0.01% | +236+6.5% | Added |
| Modern Wealth Management, LLC | 3,866 | $330.0K | 0.01% | −3,513−47.6% | Reduced |
| Entruity Wealth, LLC | 3,900 | $332.9K | 0.24% | −87−2.2% | Reduced |
| Balance Wealth, LLC | 3,904 | $333.3K | 0.11% | −3,861−49.7% | Reduced |
| Meeder Advisory Services, Inc. | 3,948 | $337.0K | 0.01% | +3,948 | New |
| Verdence Capital Advisors LLC | 3,950 | $337.2K | 0.02% | −500−11.2% | Reduced |
| Laurel Oak Wealth Management, LLC | 3,951 | $337.3K | 0.06% | +3,951 | New |
| First Heartland Consultants, Inc. | 3,956 | $337.7K | 0.03% | −174−4.2% | Reduced |
| Bell Investment Advisors, Inc | 3,985 | $340.2K | 0.05% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 4,000 | $341.5K | 0.00% | 00.0% | Unchanged |
| Heritage Family Offices, LLP | 4,009 | $342.2K | 0.16% | +4,009 | New |
| Livet Wealth, LLC | 4,040 | $344.9K | 0.21% | +4,040 | New |
| Noesis Capital Mangement Corp | 4,055 | $346.2K | 0.05% | 00.0% | Unchanged |
| Access Investment Management LLC | 4,600 | $351.7K | 0.09% | 00.0% | Unchanged |
| Guidance Point Advisors, LLC | 4,122 | $351.9K | 0.08% | +4,122 | New |
| Beacon Financial Group | 4,159 | $355.1K | 0.04% | +1,259+43.4% | Added |
| Meredith Wealth Planning | 4,197 | $358.3K | 0.11% | +152+3.8% | Added |
| Greenleaf Trust | 4,204 | $358.9K | 0.00% | −42−1.0% | Reduced |
| Lee Financial Co | 4,220 | $360.3K | 0.05% | −768−15.4% | Reduced |
| Novem Group | 4,236 | $361.6K | 0.04% | +721+20.5% | Added |
| Corecam Pte. Ltd. | 4,270 | $364.5K | 0.19% | +4,270 | New |
| Tableaux LLC | 4,316 | $367.2K | 0.26% | −3,744−46.5% | Reduced |
| Wealthgarden F.S. LLC | 3,688 | $369.0K | 0.24% | +15+0.4% | Added |
| Net Worth Advisory Group | 4,357 | $372.0K | 0.08% | +1,661+61.6% | Added |
| Willis Johnson & Associates, Inc. | 4,374 | $373.4K | 0.02% | −3,717−45.9% | Reduced |
| Greenwich Wealth Management LLC | 4,378 | $374.0K | 0.02% | +959+28.0% | Added |
| Brookwood Investment Group LLC | 4,381 | $374.0K | 0.05% | +4,381 | New |
| Gerber Kawasaki Wealth & Investment Management | 4,424 | $377.7K | 0.01% | +1,565+54.7% | Added |
| Capital Investment Advisory Services, LLC | 4,446 | $379.6K | 0.03% | −267−5.7% | Reduced |
| AlTi Global, Inc. | 4,518 | $385.7K | 0.01% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 4,538 | $387.4K | 0.09% | +806+21.6% | Added |
| Clifford Group, LLC | 4,563 | $389.5K | 0.30% | +65+1.4% | Added |
| Perigon Wealth Management, LLC | 4,577 | $390.7K | 0.01% | −1,160−20.2% | Reduced |
| Regions Financial Corp | 4,678 | $399.4K | 0.00% | −51−1.1% | Reduced |
| Hickory Point Bank & Trust | 4,685 | $400.0K | 0.29% | +685+17.1% | Added |
| Gibbs Wealth Management | 4,486 | $400.3K | 0.10% | −7,184−61.6% | Reduced |
| Aegis Wealth Management LLC | 4,698 | $401.1K | 0.23% | +96+2.1% | Added |
| Csenge Advisory Group | 4,720 | $402.9K | 0.02% | −2,845−37.6% | Reduced |
| Thoroughbred Financial Services, LLC | 4,756 | $406.0K | 0.02% | +470+11.0% | Added |
| OneAscent Financial Services LLC | 4,842 | $413.4K | 0.04% | +1,625+50.5% | Added |
| Pacific Capital Wealth Advisors, Inc | 4,919 | $419.9K | 0.07% | +1,789+57.2% | Added |
| BKA Wealth Consulting, Inc. | 4,931 | $421.0K | 0.35% | +30+0.6% | Added |
| Vermillion Wealth Management, Inc. | 4,942 | $421.9K | 0.17% | 00.0% | Unchanged |
| Maripau Wealth Management LLC | 4,955 | $423.0K | 0.19% | +490+11.0% | Added |
| Absolute Capital Management, LLC | 4,956 | $423.1K | 0.15% | +112+2.3% | Added |
| Range Advisory, LLC | 5,014 | $428.0K | 0.11% | +5,014 | New |
| Family Wealth Group, LLC | 5,034 | $429.8K | 0.27% | +505+11.2% | Added |
| Spire Wealth Management | 5,035 | $429.8K | 0.01% | −14−0.3% | Reduced |
| GWN Securities Inc. | 5,036 | $429.9K | 0.09% | +588+13.2% | Added |
| Silverlake Wealth Management LLC | 5,138 | $438.6K | 0.10% | +673+15.1% | Added |
| Capstone Financial Advisors, Inc. | 5,139 | $438.7K | 0.02% | −328−6.0% | Reduced |
| Sowell Financial Services LLC | 5,142 | $439.0K | 0.02% | −230−4.3% | Reduced |
| HB Wealth Management, LLC | 5,205 | $444.4K | 0.00% | +823+18.8% | Added |
| Valeo Financial Advisors, LLC | 5,228 | $446.3K | 0.01% | +1,194+29.6% | Added |
| HM Payson & Co | 5,250 | $448.2K | 0.01% | 00.0% | Unchanged |
| Richards, Merrill & Peterson, Inc. | 5,340 | $455.9K | 0.17% | +1,440+36.9% | Added |
| Washington Trust Co | 5,343 | $456.1K | 0.01% | +270+5.3% | Added |
| Range Financial Group LLC | 5,345 | $456.3K | 0.16% | +2,600+94.7% | Added |
| Emergent Wealth Advisors, LLC | 5,439 | $464.3K | 0.26% | +736+15.6% | Added |
| ShoreHaven Wealth Partners, LLC | 5,450 | $465.3K | 0.17% | 00.0% | Unchanged |
| First National Trust Co | 5,502 | $469.7K | 0.02% | +944+20.7% | Added |
| Almanack Investment Partners, LLC. | 5,505 | $470.0K | 0.08% | −630−10.3% | Reduced |
| McAdam, LLC | 5,579 | $476.3K | 0.02% | −5−0.1% | Reduced |
| Oceanside Advisors LLC | 5,596 | $477.7K | 0.29% | −792−12.4% | Reduced |
| Annex Advisory Services, LLC | 5,599 | $478.0K | 0.01% | +5,599 | New |
| K2 Financial Inc. | 5,430 | $481.0K | 0.37% | −6,399−54.1% | Reduced |
| Global View Capital Management LLC | 5,647 | $482.1K | 0.09% | −1,193−17.4% | Reduced |
| Harbor Capital Advisors, Inc. | 5,685 | $485.0K | 0.04% | +5,685 | New |
| Axxcess Wealth Management, LLC | 5,723 | $488.6K | 0.01% | −2,145−27.3% | Reduced |
| Triad Wealth Partners, LLC | 5,741 | $490.1K | 0.05% | +1,020+21.6% | Added |
| Renaissance Technologies LLC | 5,800 | $495.1K | 0.00% | −206,100−97.3% | Reduced |
| Howard Bailey Securities, LLC | 5,822 | $497.1K | 0.20% | +5,822 | New |
| Kohmann Bosshard Financial Services, LLC | 5,839 | $498.5K | 0.04% | +625+12.0% | Added |
| Redhawk Wealth Advisors, Inc. | 5,910 | $504.5K | 0.06% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 5,923 | $505.6K | 0.02% | +5,923 | New |
| Anchor Investment Management, LLC | 5,949 | $507.9K | 0.04% | 00.0% | Unchanged |