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 |
|---|---|---|---|---|---|
| Eagle Global Advisors LLC | 20,100 | $1.72M | 0.06% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 20,286 | $1.73M | 0.02% | +1,659+8.9% | Added |
| Freestone Capital Holdings, LLC | 20,936 | $1.79M | 0.05% | +770+3.8% | Added |
| Richard Bernstein Advisors LLC | 20,984 | $1.79M | 0.05% | +696+3.4% | Added |
| Welch Group, LLC | 21,040 | $1.80M | 0.07% | +5,729+37.4% | Added |
| Brown Advisory Inc | 21,235 | $1.81M | 0.00% | +4,694+28.4% | Added |
| Pecaut & Co. | 21,381 | $1.83M | 0.59% | +418+2.0% | Added |
| Carret Asset Management, LLC | 21,599 | $1.84M | 0.18% | −100.0% | Reduced |
| Robinson Value Management, Ltd. | 21,899 | $1.87M | 1.01% | +63+0.3% | Added |
| Hollencrest Capital Management | 21,905 | $1.87M | 0.06% | +30.0% | Added |
| IFG Advisory, LLC | 22,246 | $1.90M | 0.08% | −292−1.3% | Reduced |
| Apeiron RIA LLC | 20,776 | $1.90M | 0.39% | −3,889−15.8% | Reduced |
| Myecfo, LLC | 22,323 | $1.91M | 0.81% | −435−1.9% | Reduced |
| B.O.S.S. Retirement Advisors, LLC | 22,389 | $1.91M | 0.60% | +16,274+266.1% | Added |
| Green Harvest Asset Management LLC | 22,418 | $1.91M | 0.03% | −84−0.4% | Reduced |
| Q3 Asset Management | 22,458 | $1.92M | 0.44% | +2,621+13.2% | Added |
| CIBC Private Wealth Group, LLC | 22,470 | $1.92M | 0.00% | +245+1.1% | Added |
| Boothbay Fund Management, LLC | 22,600 | $1.93M | 0.05% | +1,700+8.1% | Added |
| Kingsview Wealth Management, LLC | 22,622 | $1.93M | 0.03% | −6,912−23.4% | Reduced |
| Quartz Partners, LLC | 22,675 | $1.94M | 0.72% | +1,845+8.9% | Added |
| Heritage Wealth Advisors | 22,789 | $1.95M | 0.07% | +814+3.7% | Added |
| Lloyd Advisory Services, LLC. | 23,040 | $1.97M | 0.76% | +23,040 | New |
| Astoria Portfolio Advisors LLC. | 19,066 | $1.98M | 0.45% | −2,776−12.7% | Reduced |
| Perennial Investment Advisors, LLC | 23,267 | $1.99M | 0.16% | −473−2.0% | Reduced |
| Theory Financial LLC | 19,853 | $1.99M | 0.67% | −1,145−5.5% | Reduced |
| Apollon Wealth Management, LLC | 23,292 | $1.99M | 0.03% | +5,184+28.6% | Added |
| Sargent Investment Group, LLC | 23,390 | $2.00M | 0.25% | −910−3.7% | Reduced |
| Biltmore Family Office, LLC | 23,626 | $2.02M | 0.28% | −1,500−6.0% | Reduced |
| DV Trading LLC | 23,846 | $2.04M | 0.18% | +23,846 | New |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 23,979 | $2.05M | 0.24% | +4,115+20.7% | Added |
| Merkkuri Wealth Advisors LLC | 24,032 | $2.05M | 1.40% | +803+3.5% | Added |
| SeaCrest Wealth Management, LLC | 23,350 | $2.06M | 0.21% | −5,263−18.4% | Reduced |
| Certified Advisory Corp | 24,211 | $2.07M | 0.19% | +24,211 | New |
| Fiduciary Trust Co | 24,468 | $2.09M | 0.02% | +17,808+267.4% | Added |
| Wealth Management Nebraska | 24,616 | $2.10M | 0.24% | +3,426+16.2% | Added |
| Bravias Capital Group, LLC | 24,773 | $2.11M | 1.28% | +3,060+14.1% | Added |
| Arete Wealth Advisors, LLC | 24,853 | $2.12M | 0.15% | −32,181−56.4% | Reduced |
| Holistic Planning, LLC | 24,914 | $2.13M | 0.45% | +4,093+19.7% | Added |
| Guggenheim Capital LLC | 25,340 | $2.16M | 0.02% | +924+3.8% | Added |
| Hutchinson Capital Management | 25,437 | $2.17M | 0.37% | 00.0% | Unchanged |
| Brown Miller Wealth Management, LLC | 25,753 | $2.20M | 0.61% | +1,290+5.3% | Added |
| Tradition Wealth Management, LLC | 25,767 | $2.20M | 0.16% | −143−0.6% | Reduced |
| Visionary Wealth Advisors | 25,786 | $2.20M | 0.10% | −3,358−11.5% | Reduced |
| One Charles Private Wealth Services, LLC | 25,976 | $2.22M | 0.57% | +120+0.5% | Added |
| Sage Mountain Advisors LLC | 26,193 | $2.24M | 0.12% | +12,337+89.0% | Added |
| Maia Wealth LLC | 23,157 | $2.25M | 0.38% | −7,157−23.6% | Reduced |
| Brown Financial Advisors | 26,480 | $2.26M | 0.83% | −1,171−4.2% | Reduced |
| AA Financial Advisors, LLC | 26,501 | $2.26M | 0.42% | +26,501 | New |
| Whittier Trust Co of Nevada Inc | 25,500 | $2.27M | 0.05% | 00.0% | Unchanged |
| Larson Financial Group LLC | 26,623 | $2.27M | 0.08% | +21,647+435.0% | Added |
| Curry Webb Wealth Management LLC | 26,773 | $2.29M | 1.13% | +26,773 | New |
| Caitlin John, LLC | 27,107 | $2.31M | 1.52% | +7,528+38.4% | Added |
| WCG Wealth Advisors LLC | 27,437 | $2.34M | 0.07% | +10,220+59.4% | Added |
| Mission Wealth Management, LP | 27,438 | $2.34M | 0.05% | −5,771−17.4% | Reduced |
| RCW Management, LLC | 27,597 | $2.36M | 2.38% | +27,597 | New |
| Wellington-Altus USA Inc. | 27,624 | $2.36M | 1.75% | +27,624 | New |
| Gradient Capital Advisors, LLC | 27,818 | $2.37M | 0.61% | −2,402−7.9% | Reduced |
| Aspetuck Financial Management LLC | 28,295 | $2.42M | 1.62% | +162+0.6% | Added |
| PDS Planning, Inc | 28,495 | $2.43M | 0.16% | +235+0.8% | Added |
| Simplicity Wealth,LLC | 28,604 | $2.44M | 0.15% | −568−1.9% | Reduced |
| Focus Financial Network, Inc. | 28,968 | $2.47M | 0.09% | +99+0.3% | Added |
| Forbes J M & Co LLP | 29,211 | $2.49M | 0.20% | +500+1.7% | Added |
| Rakuten Securities, Inc. | 29,924 | $2.55M | 0.83% | +12,738+74.1% | Added |
| Magnolia Private Wealth, LLC | 30,348 | $2.59M | 1.81% | −18,317−37.6% | Reduced |
| Choate Investment Advisors | 30,521 | $2.61M | 0.05% | +4,096+15.5% | Added |
| Headlands Technologies LLC | 30,543 | $2.61M | 0.22% | +4,718+18.3% | Added |
| Wealthspire Advisors, LLC | 31,829 | $2.72M | 0.02% | +21,499+208.1% | Added |
| Independent Financial Group, LLC | 32,164 | $2.75M | 0.06% | +944+3.0% | Added |
| Citizens Financial Group Inc | 32,207 | $2.75M | 0.04% | +32,207 | New |
| Sovran Advisors, LLC | 30,282 | $2.76M | 0.23% | −3,019−9.1% | Reduced |
| Genesis Wealth Advisors, LLC | 32,341 | $2.76M | 1.89% | +622+2.0% | Added |
| Leo Wealth, LLC | 32,381 | $2.76M | 0.20% | +3,968+14.0% | Added |
| Collaborative Wealth Managment Inc. | 32,398 | $2.77M | 0.97% | +6,746+26.3% | Added |
| Kickstand Ventures, LLC. | 32,510 | $2.78M | 0.58% | +2,732+9.2% | Added |
| Vantage Point Financial LLC | 32,671 | $2.79M | 1.00% | +5,925+22.2% | Added |
| Financial Planning Hawaii, Inc. | 32,980 | $2.82M | 1.62% | +32,980 | New |
| Susquehanna International Group, LLP | 33,167 | $2.83M | 0.00% | +33,167 | New |
| Hudson Oak Wealth Advisory LLC | 33,663 | $2.87M | 2.54% | +33,663 | New |
| WFA of San Diego, LLC | 34,011 | $2.90M | 2.12% | −822−2.4% | Reduced |
| Capital Financial Group Inc | 34,554 | $2.95M | 1.65% | +34,554 | New |
| Gotham Asset Management, LLC | 34,823 | $2.97M | 0.01% | +766+2.2% | Added |
| WBH Advisory Inc | 35,016 | $2.99M | 0.22% | −2,489−6.6% | Reduced |
| Daviman Financial, LLC | 35,370 | $3.02M | 1.77% | +35,370 | New |
| Abound Financial, LLC | 35,673 | $3.05M | 1.18% | −69,930−66.2% | Reduced |
| Clear Harbor Asset Management, LLC | 35,804 | $3.06M | 0.21% | −1,643−4.4% | Reduced |
| Horizon Financial Services, LLC | 36,625 | $3.13M | 1.42% | −5,823−13.7% | Reduced |
| Milestones Private Investment Advisors LLC | 36,806 | $3.14M | 2.16% | +643+1.8% | Added |
| New England Private Wealth Advisors LLC | 36,862 | $3.15M | 0.39% | +179+0.5% | Added |
| Western Wealth Management, LLC | 37,130 | $3.17M | 0.15% | +12,599+51.4% | Added |
| IFP Advisors, Inc | 37,817 | $3.23M | 0.07% | +3,662+10.7% | Added |
| Legacy Capital Wealth Partners, LLC | 38,950 | $3.33M | 0.71% | +2,525+6.9% | Added |
| Paul R. Ried Financial Group, LLC | 39,274 | $3.35M | 1.58% | −5,191−11.7% | Reduced |
| BlackDiamond Wealth Management Inc. | 33,484 | $3.37M | 1.64% | +217+0.7% | Added |
| American National Bank of Texas | 39,707 | $3.39M | 3.26% | −5,981−13.1% | Reduced |
| Valmark Advisers, Inc. | 40,552 | $3.46M | 0.04% | +820+2.1% | Added |
| Steward Partners Investment Advisory, LLC | 40,868 | $3.49M | 0.02% | −1,264−3.0% | Reduced |
| Graetz Wealth LLC | 40,922 | $3.49M | 3.18% | +40,922 | New |
| Beacon Pointe Advisors, LLC | 41,798 | $3.57M | 0.03% | −23,835−36.3% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 41,887 | $3.58M | 0.57% | −4,507−9.7% | Reduced |
| Mutual Advisors, LLC | 42,245 | $3.61M | 0.08% | +3,317+8.5% | Added |