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 |
|---|---|---|---|---|---|
| Investor's Fiduciary Advisor Network, LLC | 5,952 | $508.0K | 0.11% | +57+1.0% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 5,959 | $508.7K | 0.06% | +5,959 | New |
| Diversify Wealth Management, LLC | 5,619 | $510.0K | 0.02% | −1,112−16.5% | Reduced |
| Etesian Wealth Advisors, Inc. | 5,978 | $510.3K | 0.16% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 5,602 | $510.5K | 0.16% | +491+9.6% | Added |
| Bauman Advisory Group, LLC | 5,997 | $512.0K | 0.41% | +5,997 | New |
| Souders Financial Advisors | 6,010 | $513.1K | 0.06% | +6,010 | New |
| Sound View Wealth Advisors Group, LLC | 6,105 | $521.2K | 0.03% | 00.0% | Unchanged |
| MBE Wealth Management, LLC | 6,120 | $522.5K | 0.22% | −650−9.6% | Reduced |
| Ares Financial Consulting, LLC | 6,142 | $524.3K | 0.50% | +6,142 | New |
| Principal Securities, Inc. | 6,217 | $530.7K | 0.01% | −3,236−34.2% | Reduced |
| Weil Company, Inc. | 6,248 | $533.4K | 0.12% | 00.0% | Unchanged |
| Fortis Capital Advisors, LLC | 6,264 | $534.8K | 0.08% | +86+1.4% | Added |
| King Wealth | 6,301 | $538.0K | 0.06% | +6,301 | New |
| Decker Wealth Management LLC | 6,335 | $540.8K | 0.12% | +6,335 | New |
| Roman Butler Fullerton & Co | 5,560 | $541.1K | 0.14% | −395−6.6% | Reduced |
| Sentinel Trust Co Lba | 6,355 | $543.0K | 0.05% | +6,355 | New |
| Spectrum Planning & Advisory Services Inc. | 6,363 | $543.2K | 0.28% | +70+1.1% | Added |
| Millstone Evans Group, LLC | 6,499 | $554.8K | 0.33% | +3,822+142.8% | Added |
| Standard Life Aberdeen plc | 6,561 | $560.1K | 0.00% | +6,561 | New |
| Insigneo Advisory Services, LLC | 6,587 | $562.3K | 0.04% | +914+16.1% | Added |
| Hamilton Capital, LLC | 6,674 | $569.8K | 0.03% | +6,674 | New |
| Able Wealth Management LLC | 6,703 | $572.2K | 0.18% | +2,001+42.6% | Added |
| Private Trust Co NA | 6,790 | $579.7K | 0.05% | +280+4.3% | Added |
| Financial Network Wealth Advisors LLC | 6,827 | $582.8K | 0.61% | −8,777−56.2% | Reduced |
| Fiscal Wisdom Wealth Management, LLC | 6,848 | $584.6K | 0.55% | +1,009+17.3% | Added |
| Eldridge Investment Advisors, Inc. | 6,862 | $585.8K | 0.13% | +1,480+27.5% | Added |
| Sutton Place Investors LLC | 6,899 | $589.0K | 0.32% | −601−8.0% | Reduced |
| High Falls Advisors, Inc | 6,968 | $594.9K | 0.12% | +367+5.6% | Added |
| Tactive Advisors, LLC | 6,972 | $595.2K | 0.17% | −602−7.9% | Reduced |
| Miller Global Investments, LLC | 6,994 | $597.1K | 0.54% | +6,994 | New |
| Oakmont Advisory Group, LLC | 7,001 | $597.7K | 0.64% | +7,001 | New |
| Flputnam Investment Management Co | 7,156 | $610.9K | 0.01% | −122−1.7% | Reduced |
| Advisors Capital Management, LLC | 7,159 | $611.2K | 0.01% | −123−1.7% | Reduced |
| Pensionmark Financial Group, LLC | 7,210 | $615.5K | 0.01% | +7,210 | New |
| Clear Creek Financial Management, LLC | 7,406 | $632.3K | 0.05% | +1,439+24.1% | Added |
| Latitude Advisors, LLC | 7,582 | $647.3K | 0.28% | +7,582 | New |
| RDA Financial Network | 7,594 | $648.3K | 0.16% | −80−1.0% | Reduced |
| Appleton Partners Inc | 7,601 | $649.0K | 0.04% | +402+5.6% | Added |
| Intrua Financial, LLC | 7,606 | $649.3K | 0.07% | +325+4.5% | Added |
| Dynamic Advisor Solutions LLC | 7,614 | $650.0K | 0.02% | −285−3.6% | Reduced |
| Firethorn Wealth Partners, LLC | 7,661 | $654.0K | 0.24% | −854−10.0% | Reduced |
| Integrity Advisory Solutions, LLC | 7,748 | $661.4K | 0.10% | +3,589+86.3% | Added |
| Catalina Capital Group, LLC | 7,777 | $663.9K | 0.41% | +1,286+19.8% | Added |
| Mather Group, LLC. | 7,780 | $664.2K | 0.01% | −939−10.8% | Reduced |
| Safe Harbor Wealth Advisors, LLC | 6,861 | $667.2K | 0.65% | +6,861 | New |
| Stonebridge Financial Group, LLC | 7,893 | $673.8K | 0.06% | +4,662+144.3% | Added |
| Savant Capital, LLC | 7,900 | $674.4K | 0.00% | +966+13.9% | Added |
| ArborFi Advisors, LLC | 7,946 | $678.4K | 0.55% | −353−4.3% | Reduced |
| United Capital Financial Advisers, LLC | 7,977 | $681.0K | 0.00% | +5,208+188.1% | Added |
| MKT Advisors LLC | 7,799 | $686.3K | 0.23% | +495+6.8% | Added |
| Concurrent Investment Advisors, LLC | 8,051 | $687.3K | 0.01% | +1,390+20.9% | Added |
| Centaurus Financial, Inc. | 8,106 | $692.0K | 0.03% | +3,004+58.9% | Added |
| Modera Wealth Management, LLC | 8,106 | $692.0K | 0.01% | +315+4.0% | Added |
| Hobbs Wealth Management, LLC | 8,131 | $694.1K | 0.68% | +673+9.0% | Added |
| SOL Capital Management CO | 8,150 | $696.0K | 0.06% | +8,150 | New |
| Alpha Financial Partners, LLC | 8,160 | $696.6K | 0.43% | −535−6.2% | Reduced |
| Fundamentun, LLC | 8,162 | $696.8K | 0.03% | 00.0% | Unchanged |
| RMR Wealth Builders | 8,323 | $710.5K | 0.06% | +1,707+25.8% | Added |
| XY Planning Network, Inc. | 8,340 | $712.0K | 0.12% | +3,350+67.1% | Added |
| Motiv8 Investments LLC | 8,415 | $718.0K | 0.39% | +823+10.8% | Added |
| Denver Wealth Management, Inc. | 8,421 | $718.9K | 0.25% | +680+8.8% | Added |
| Crews Bank & Trust | 8,450 | $721.4K | 0.10% | +175+2.1% | Added |
| Alesco Advisors LLC | 8,470 | $723.1K | 0.02% | 00.0% | Unchanged |
| Beacon Financial Advisory LLC | 8,522 | $727.5K | 0.17% | +44+0.5% | Added |
| Tokio Marine Asset Management Co Ltd | 8,600 | $734.2K | 0.03% | −2,200−20.4% | Reduced |
| Colony Group, LLC | 8,669 | $740.1K | 0.00% | +8,669 | New |
| Proficio Capital Partners LLC | 8,685 | $741.4K | 0.05% | +8,685 | New |
| XML Financial, LLC | 8,861 | $756.5K | 0.06% | +8,861 | New |
| Shepherd Financial Partners LLC | 8,920 | $761.5K | 0.07% | +209+2.4% | Added |
| Wedbush Securities Inc | 8,936 | $763.0K | 0.02% | −35−0.4% | Reduced |
| Norden Group LLC | 9,030 | $770.9K | 0.08% | −12,737−58.5% | Reduced |
| Signet Financial Management, LLC | 9,031 | $771.0K | 0.09% | +379+4.4% | Added |
| Summit Financial, LLC | 9,036 | $771.4K | 0.01% | −6,554−42.0% | Reduced |
| Wealth Alliance | 9,052 | $772.8K | 0.08% | +5,689+169.2% | Added |
| BCM Advisors, LLC | 7,854 | $774.5K | 0.15% | +7,854 | New |
| Betterment LLC | 9,133 | $780.0K | 0.00% | +9,133 | New |
| Middleton & Co Inc | 9,151 | $781.2K | 0.08% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 9,952 | $785.1K | 0.02% | −8,118−44.9% | Reduced |
| Quest 10 Wealth Builders, Inc. | 9,232 | $788.1K | 0.71% | +8,937+3,029.5% | Added |
| Florida Financial Advisors, LLC | 9,447 | $806.5K | 0.22% | +2,834+42.9% | Added |
| Indiana Trust & Investment Management CO | 9,500 | $811.0K | 0.24% | 00.0% | Unchanged |
| Wealthcare Capital Management LLC | 9,545 | $814.9K | 0.08% | +1,441+17.8% | Added |
| Arkadios Wealth Advisors | 9,556 | $815.8K | 0.02% | +1,208+14.5% | Added |
| 4WEALTH Advisors, Inc. | 9,573 | $817.2K | 0.71% | +285+3.1% | Added |
| WealthTrak Capital Management LLC | 9,632 | $822.3K | 0.59% | +851+9.7% | Added |
| OMNI 360 Wealth, Inc. | 9,000 | $825.4K | 0.42% | +2,592+40.4% | Added |
| Gen-Wealth Partners Inc | 9,704 | $828.4K | 0.27% | +2,076+27.2% | Added |
| Integrated Wealth Management | 9,783 | $835.2K | 0.94% | +9,783 | New |
| Daymark Wealth Partners, LLC | 9,820 | $838.3K | 0.03% | +9,820 | New |
| Sigma Planning Corp | 9,877 | $843.2K | 0.02% | −395−3.8% | Reduced |
| Savvy Advisors, Inc. | 71,234 | $849.4K | 0.03% | +66,408+1,376.0% | Added |
| Strategic Blueprint, LLC | 10,006 | $854.2K | 0.05% | +1,417+16.5% | Added |
| Focused Alpha, LLC | 10,040 | $857.1K | 0.25% | +10,040 | New |
| Total Investment Management Inc | 10,044 | $857.5K | 0.11% | 00.0% | Unchanged |
| Verus Capital Partners, LLC | 10,046 | $857.6K | 0.06% | +111+1.1% | Added |
| JT Stratford LLC | 10,187 | $869.7K | 0.11% | −324−3.1% | Reduced |
| Wedmont Private Capital | 9,915 | $873.6K | 0.03% | 00.0% | Unchanged |
| Prosperity Consulting Group, LLC | 10,273 | $877.0K | 0.04% | −14,493−58.5% | Reduced |
| Sheets Smith Wealth Management | 10,283 | $877.9K | 0.10% | −875−7.8% | Reduced |