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 |
|---|---|---|---|---|---|
| Fisher Asset Management, LLC | 10,351 | $883.7K | 0.00% | +7,725+294.2% | Added |
| Destiny Capital Corp | 10,388 | $886.8K | 0.46% | −1,867−15.2% | Reduced |
| Keudell/Morrison Wealth Management | 10,442 | $891.4K | 0.19% | +10,442 | New |
| Creative Financial Designs Inc | 10,457 | $892.7K | 0.06% | +1,012+10.7% | Added |
| BlackRock, Inc. | 10,554 | $901.0K | 0.00% | −116−1.1% | Reduced |
| Clearview Wealth Advisors LLC | 10,572 | $902.5K | 0.57% | +3,030+40.2% | Added |
| Saxony Capital Management, LLC | 10,576 | $902.9K | 0.55% | +10,576 | New |
| Kovack Advisors, Inc. | 10,677 | $911.5K | 0.04% | +10,677 | New |
| Triumph Capital Management | 10,682 | $911.9K | 0.20% | +41+0.4% | Added |
| Tempus Wealth Planning, LLC | 11,004 | $939.4K | 0.22% | +483+4.6% | Added |
| HSBC Holdings PLC | 11,033 | $941.9K | 0.00% | 00.0% | Unchanged |
| Acorn Wealth Advisors, LLC | 11,127 | $949.9K | 0.28% | −8−0.1% | Reduced |
| Belpointe Asset Management LLC | 11,132 | $950.4K | 0.03% | −1,117−9.1% | Reduced |
| JBR Co Financial Management Inc | 11,190 | $955.3K | 0.40% | +11,190 | New |
| Ancora Advisors, LLC | 11,204 | $956.5K | 0.02% | +950+9.3% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 11,297 | $964.4K | 0.06% | +1,834+19.4% | Added |
| Quantinno Capital Management LP | 11,338 | $967.9K | 0.00% | +11,338 | New |
| Parallel Advisors, LLC | 11,464 | $978.7K | 0.02% | −2,633−18.7% | Reduced |
| Marshall & Sterling Wealth Advisors Inc. | 11,783 | $1.01M | 0.66% | −1,564−11.7% | Reduced |
| Avidian Wealth Solutions, LLC | 11,811 | $1.01M | 0.04% | −2,490−17.4% | Reduced |
| HighPoint Advisor Group LLC | 11,859 | $1.01M | 0.02% | +11,859 | New |
| SVRN Asset Management, LLC | 11,947 | $1.02M | 0.84% | +11,947 | New |
| Sovereign Financial Group, Inc. | 11,970 | $1.02M | 0.18% | −848−6.6% | Reduced |
| Michael B. Yongue | 12,080 | $1.03M | 0.71% | 00.0% | Unchanged |
| CacheTech Inc. | 12,113 | $1.03M | 0.19% | +12,113 | New |
| FMR LLC | 12,139 | $1.04M | 0.00% | +1,164+10.6% | Added |
| MSH Capital Advisors LLC | 12,258 | $1.05M | 0.22% | +547+4.7% | Added |
| Formidable Asset Management, LLC | 13,956 | $1.07M | 0.16% | −4,956−26.2% | Reduced |
| Johnson Financial Group, Inc. | 12,674 | $1.08M | 0.04% | 00.0% | Unchanged |
| A4 Wealth Advisors LLC | 12,820 | $1.09M | 0.95% | −4,392−25.5% | Reduced |
| Cassilly Financial Group LLC | 12,965 | $1.11M | 0.98% | +12,965 | New |
| Advisory Alpha, LLC | 13,016 | $1.11M | 0.03% | −2,562−16.4% | Reduced |
| Caldwell Trust Co | 13,063 | $1.12M | 0.10% | −3,808−22.6% | Reduced |
| HBW Advisory Services LLC | 13,065 | $1.12M | 0.12% | −12−0.1% | Reduced |
| Signal Advisors Wealth, LLC | 13,123 | $1.12M | 0.09% | +2,081+18.8% | Added |
| Quantify Chaos Advisors, LLC | 13,143 | $1.12M | 3.40% | +13,143 | New |
| Auour Investments LLC | 13,156 | $1.12M | 0.36% | −2,091−13.7% | Reduced |
| Ausdal Financial Partners, Inc. | 13,213 | $1.13M | 0.05% | −1,606−10.8% | Reduced |
| Atomi Financial Group, Inc. | 13,266 | $1.13M | 0.03% | +137+1.0% | Added |
| Gambit Capital Management, LLC | 13,348 | $1.14M | 0.82% | +13,348 | New |
| Meridian Wealth Management, LLC | 13,382 | $1.14M | 0.04% | +2,654+24.7% | Added |
| Hopwood Nicholas Hunter | 13,388 | $1.14M | 0.37% | +13,388 | New |
| Fort Washington Investment Advisors Inc | 13,444 | $1.15M | 0.01% | +7,324+119.7% | Added |
| Central Trust Co | 13,559 | $1.16M | 0.02% | −904−6.3% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 13,779 | $1.18M | 0.14% | +1,066+8.4% | Added |
| Waterloo Capital, L.P. | 14,003 | $1.20M | 0.09% | +121+0.9% | Added |
| Clark Asset Management, LLC | 14,062 | $1.20M | 0.12% | +235+1.7% | Added |
| Valtinson Bruner Financial Planning LLC | 14,122 | $1.21M | 0.35% | +435+3.2% | Added |
| U.S. Capital Wealth Advisors, LLC | 14,147 | $1.21M | 0.03% | +112+0.8% | Added |
| CIBC World Markets Inc. | 14,222 | $1.21M | 0.00% | +2,185+18.2% | Added |
| SHP Wealth Management | 14,346 | $1.22M | 0.10% | +14,346 | New |
| Interchange Capital Partners, LLC | 14,485 | $1.24M | 0.23% | +2,422+20.1% | Added |
| Matrix Trust Co | 14,558 | $1.24M | 0.21% | −24,274−62.5% | Reduced |
| Mattson Financial Services, LLC | 14,589 | $1.25M | 0.29% | −1,237−7.8% | Reduced |
| Silver Oak Securities, Inc | 14,655 | $1.26M | 0.09% | −64−0.4% | Reduced |
| M1 Capital Management LLC | 14,778 | $1.26M | 0.53% | +875+6.3% | Added |
| Tocqueville Asset Management L.P. | 14,910 | $1.27M | 0.02% | −4,225−22.1% | Reduced |
| CX Institutional | 14,996 | $1.28M | 0.04% | −2,415−13.9% | Reduced |
| Frederick Financial Consultants, LLC | 15,035 | $1.28M | 0.70% | +758+5.3% | Added |
| Capital Analysts, LLC | 15,169 | $1.29M | 0.04% | +336+2.3% | Added |
| First Financial Bank - Trust Division | 15,176 | $1.30M | 0.11% | 00.0% | Unchanged |
| Capital Management Associates, Inc | 15,247 | $1.30M | 0.29% | +592+4.0% | Added |
| WealthPLAN Partners, LLC | 15,412 | $1.32M | 0.20% | +796+5.4% | Added |
| Kera Capital Partners, Inc. | 13,822 | $1.33M | 0.16% | +13,822 | New |
| Smartleaf Asset Management LLC | 15,540 | $1.33M | 0.05% | +2,988+23.8% | Added |
| Cullen/Frost Bankers, Inc. | 15,647 | $1.34M | 0.01% | +1,707+12.2% | Added |
| FRG Family Wealth Advisors LLC | 15,655 | $1.34M | 0.21% | +15,655 | New |
| Integrated Wealth Concepts LLC | 15,852 | $1.35M | 0.02% | +1,513+10.6% | Added |
| Mitchell McLeod Pugh & Williams Inc | 13,504 | $1.36M | 0.19% | +727+5.7% | Added |
| Wallace Advisory Group, LLC | 15,993 | $1.37M | 1.43% | −19,757−55.3% | Reduced |
| Continuum Advisory, LLC | 16,061 | $1.37M | 0.14% | −1,078−6.3% | Reduced |
| Copia Wealth Management | 16,061 | $1.37M | 0.98% | +1,134+7.6% | Added |
| WealthPoint Financial, LLC | 16,141 | $1.38M | 1.20% | +16,141 | New |
| Advyzon Investment Management, LLC | 16,277 | $1.39M | 0.16% | −281−1.7% | Reduced |
| Advisor Resource Council | 15,344 | $1.41M | 0.50% | +15,344 | New |
| Wealthcare Capital Partners, LLC | 16,601 | $1.42M | 0.66% | +4,332+35.3% | Added |
| Alpha Cubed Investments, LLC | 16,701 | $1.43M | 0.05% | +650+4.0% | Added |
| YHB Investment Advisors, Inc. | 16,731 | $1.43M | 0.10% | +3,146+23.2% | Added |
| MidWestOne Financial Group, Inc. | 16,754 | $1.43M | 0.16% | +5,095+43.7% | Added |
| Entrust Financial LLC | 16,775 | $1.43M | 1.06% | +16,775 | New |
| Redwood Investment Management, LLC | 16,798 | $1.43M | 0.16% | +6,454+62.4% | Added |
| Curtis Wealth Management LLC | 14,474 | $1.45M | 1.26% | +14,474 | New |
| Caerus Investment Advisors, LLC | 16,969 | $1.45M | 0.48% | +16,969 | New |
| Captrust Financial Advisors | 17,177 | $1.47M | 0.00% | −994−5.5% | Reduced |
| Valicenti Advisory Services Inc | 17,182 | $1.47M | 0.31% | −8,138−32.1% | Reduced |
| Kendall Capital Management | 17,245 | $1.47M | 0.31% | +536+3.2% | Added |
| Nwam LLC | 14,791 | $1.48M | 0.08% | −6,098−29.2% | Reduced |
| S. R. Schill & Associates | 17,600 | $1.50M | 1.06% | +280+1.6% | Added |
| Pathway Financial Advisors LLC | 16,965 | $1.51M | 0.19% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 18,128 | $1.55M | 0.01% | +1,009+5.9% | Added |
| Paladin Wealth, LLC | 18,288 | $1.56M | 1.07% | +2,367+14.9% | Added |
| MAI Capital Management | 18,467 | $1.58M | 0.01% | −659−3.4% | Reduced |
| InTrack Investment Management Inc | 18,751 | $1.60M | 0.90% | −1,010−5.1% | Reduced |
| EP Wealth Advisors, LLC | 18,979 | $1.62M | 0.01% | +18,979 | New |
| Diligent Investors, LLC | 19,011 | $1.62M | 0.40% | +300+1.6% | Added |
| Foronjy Financial LLC | 19,024 | $1.62M | 0.68% | +4,125+27.7% | Added |
| Leading Edge Financial Planning LLC | 19,452 | $1.66M | 0.38% | −2,113−9.8% | Reduced |
| Petix & Botte Co | 19,500 | $1.66M | 0.38% | +456+2.4% | Added |
| Lifelong Wealth Advisors, Inc. | 19,595 | $1.67M | 0.45% | +6,948+54.9% | Added |
| ZEGA Investments, LLC | 19,931 | $1.70M | 0.33% | −1,678−7.8% | Reduced |