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 |
|---|---|---|---|---|---|
| Mills Wealth Advisors LLC | 43,029 | $3.67M | 1.45% | +1,627+3.9% | Added |
| Ashton Thomas Private Wealth, LLC | 43,384 | $3.70M | 0.09% | +6,681+18.2% | Added |
| Merit Financial Group, LLC | 43,950 | $3.75M | 0.03% | −9,245−17.4% | Reduced |
| Vertex Planning Partners, LLC | 44,104 | $3.77M | 0.87% | −34−0.1% | Reduced |
| Mayflower Financial Advisors, LLC | 44,418 | $3.79M | 0.46% | −1,100−2.4% | Reduced |
| Shira Ridge Wealth Management | 45,235 | $3.86M | 1.55% | +1,647+3.8% | Added |
| Daiwa Securities Group Inc. | 46,367 | $3.96M | 0.01% | +44,419+2,280.2% | Added |
| Portside Wealth Group, LLC | 46,484 | $3.97M | 0.54% | −51,383−52.5% | Reduced |
| Thrive Capital Management, LLC | 47,133 | $4.02M | 0.90% | −870−1.8% | Reduced |
| Churchill Financial Advisors, LLC | 48,907 | $4.18M | 1.28% | +48,907 | New |
| Marex Group plc | 48,989 | $4.18M | 0.05% | +6,047+14.1% | Added |
| Tennessee Valley Asset Management Partners | 49,164 | $4.20M | 0.54% | +1,657+3.5% | Added |
| RSM US Wealth Management LLC | 48,980 | $4.21M | 0.05% | +948+2.0% | Added |
| Jacobi Capital Management LLC | 49,413 | $4.22M | 0.24% | +49,413 | New |
| Adviser Investments LLC | 49,761 | $4.25M | 0.05% | −6,319−11.3% | Reduced |
| Nomura Asset Management Co Ltd | 50,000 | $4.27M | 0.01% | −3,400−6.4% | Reduced |
| Forbes Financial Planning, Inc. | 50,379 | $4.30M | 2.51% | +50,379 | New |
| Apella Capital, LLC | 50,518 | $4.31M | 0.09% | −2,718−5.1% | Reduced |
| Bridgewater Advisors Inc. | 45,958 | $4.39M | 0.28% | 00.0% | Unchanged |
| Patten Group, Inc. | 51,935 | $4.43M | 0.82% | +2,549+5.2% | Added |
| American Trust | 52,282 | $4.46M | 0.38% | −3,518−6.3% | Reduced |
| Joseph Group Capital Management | 52,891 | $4.52M | 1.19% | −6,304−10.6% | Reduced |
| McNaughton Wealth Management, LLC | 53,254 | $4.55M | 1.87% | +1,397+2.7% | Added |
| Brown Brothers Harriman & Co | 53,314 | $4.55M | 0.02% | +2,967+5.9% | Added |
| Marble Harbor Investment Counsel, LLC | 53,400 | $4.56M | 0.49% | −10,650−16.6% | Reduced |
| Omnitrust Wealth Management, Inc | 53,459 | $4.56M | 5.80% | +53,459 | New |
| Richard P Slaughter Associates Inc | 53,625 | $4.58M | 0.96% | −3,222−5.7% | Reduced |
| Scotia Capital Inc. | 53,842 | $4.60M | 0.02% | −4,456−7.6% | Reduced |
| GeoWealth Management, LLC | 54,347 | $4.64M | 0.17% | +54,347 | New |
| Penobscot Wealth Management | 54,638 | $4.66M | 1.44% | −3,129−5.4% | Reduced |
| DeDora Capital, Inc. | 54,664 | $4.67M | 1.10% | +43,029+369.8% | Added |
| Ci Investments Inc. | 55,034 | $4.70M | 0.02% | +7,500+15.8% | Added |
| MONECO Advisors, LLC | 55,038 | $4.70M | 0.37% | +401+0.7% | Added |
| Relyea Zuckerberg Hanson LLC | 55,428 | $4.73M | 0.48% | +14,340+34.9% | Added |
| Hobbs Group Advisors, LLC | 55,657 | $4.75M | 1.43% | +2,486+4.7% | Added |
| Atria Investments LLC | 55,840 | $4.77M | 0.05% | −170.0% | Reduced |
| Alliancebernstein L.P. | 56,220 | $4.80M | 0.00% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 56,300 | $4.81M | 0.10% | −7,100−11.2% | Reduced |
| NDVR, Inc. | 56,736 | $4.84M | 4.02% | −6,000−9.6% | Reduced |
| Prime Capital Investment Advisors, LLC | 56,992 | $4.87M | 0.06% | −3,414−5.7% | Reduced |
| Brinker Capital Investments, LLC | 58,206 | $4.97M | 0.04% | +16,833+40.7% | Added |
| Aureum Wealth Management, LLC | 58,465 | $4.99M | 4.63% | +58,465 | New |
| Beckerman Institutional, LLC | 59,185 | $5.05M | 2.84% | −3,926−6.2% | Reduced |
| Kraematon Investment Advisors, Inc | 59,392 | $5.07M | 4.04% | −225−0.4% | Reduced |
| AMG National Trust Bank | 59,683 | $5.10M | 0.12% | +10,520+21.4% | Added |
| Baker Ellis Asset Management LLC | 60,115 | $5.13M | 0.62% | +235+0.4% | Added |
| Compass Ion Advisors, LLC | 60,535 | $5.17M | 0.49% | +4,435+7.9% | Added |
| Flagship Harbor Advisors, LLC | 60,602 | $5.17M | 0.24% | −28,105−31.7% | Reduced |
| Harbour Investments, Inc. | 60,740 | $5.19M | 0.11% | +3,009+5.2% | Added |
| OakTrust Wealth Advisors, LLC | 63,124 | $5.39M | 4.97% | +63,124 | New |
| Sankala Group LLC | 52,034 | $5.42M | 4.33% | +52,034 | New |
| Fortis Advisors, LLC | 65,605 | $5.60M | 3.08% | −2,006−3.0% | Reduced |
| Mercer Global Advisors Inc | 65,779 | $5.62M | 0.01% | +10,365+18.7% | Added |
| Franklin Resources Inc | 65,787 | $5.62M | 0.00% | +13,704+26.3% | Added |
| Compass Wealth Management, LLC | 66,022 | $5.64M | 2.32% | +4,243+6.9% | Added |
| Foundations Investment Advisors, LLC | 66,109 | $5.64M | 0.07% | +999+1.5% | Added |
| Segment Wealth Management, LLC | 66,353 | $5.66M | 0.33% | −175−0.3% | Reduced |
| Public Employees Retirement System of Ohio | 66,900 | $5.71M | 0.02% | +29,700+79.8% | Added |
| Royal Harbor Partners, LLC | 67,891 | $5.80M | 1.92% | +880+1.3% | Added |
| Essex Financial Services, Inc. | 68,417 | $5.84M | 0.33% | −1,196−1.7% | Reduced |
| BKD Wealth Advisors, LLC | 68,594 | $5.86M | 0.11% | −257−0.4% | Reduced |
| Seven Post Investment Office LP | 69,111 | $5.90M | 2.11% | +286+0.4% | Added |
| TD Waterhouse Canada Inc. | 69,466 | $5.93M | 0.04% | −1,088−1.5% | Reduced |
| Kestra Private Wealth Services, LLC | 69,562 | $5.94M | 0.07% | +5,553+8.7% | Added |
| Lynx Investment Advisory | 69,650 | $5.95M | 3.24% | +222+0.3% | Added |
| Cedar Point Capital Partners, LLC | 71,816 | $6.13M | 3.91% | −9,198−11.4% | Reduced |
| Bush Investment Group, LLC | 72,210 | $6.16M | 3.45% | −972−1.3% | Reduced |
| Financial Enhancement Group LLC | 64,549 | $6.17M | 0.80% | −32,032−33.2% | Reduced |
| Jones Financial Companies LLLP | 73,033 | $6.23M | 0.00% | +16,191+28.5% | Added |
| JNBA Financial Advisors | 73,143 | $6.24M | 0.55% | −7,221−9.0% | Reduced |
| Ameritas Advisory Services, LLC | 73,518 | $6.28M | 0.23% | −53,173−42.0% | Reduced |
| Cabot Wealth Management Inc | 73,794 | $6.30M | 0.70% | +1,598+2.2% | Added |
| Stansberry Asset Management, LLC | 73,802 | $6.30M | 0.64% | +13,403+22.2% | Added |
| Integrated Advisors Network LLC | 74,162 | $6.33M | 0.28% | +3,974+5.7% | Added |
| Upper Left Wealth Management, LLC | 74,215 | $6.34M | 3.86% | −4,596−5.8% | Reduced |
| Team Financial Group, LLC | 75,012 | $6.40M | 2.91% | −11,021−12.8% | Reduced |
| Palladiem, LLC | 75,597 | $6.49M | 6.15% | +75,597 | New |
| Financial Life Advisors | 76,657 | $6.54M | 2.02% | +363+0.5% | Added |
| Entrewealth, LLC | 67,258 | $6.60M | 2.97% | +2,447+3.8% | Added |
| Clark Capital Management Group, Inc. | 77,671 | $6.63M | 0.04% | −44,137−36.2% | Reduced |
| Money Concepts Capital Corp | 79,945 | $6.82M | 0.38% | +79,945 | New |
| Courier Capital LLC | 80,735 | $6.89M | 0.39% | −6,404−7.3% | Reduced |
| Financial Guidance Group, Inc. | 81,256 | $6.94M | 2.84% | +5,034+6.6% | Added |
| Comerica Bank | 81,670 | $6.97M | 0.03% | +6,330+8.4% | Added |
| John Boyer, Inc. | 82,335 | $7.03M | 7.16% | +82,335 | New |
| Pitcairn Wealth Advisors LLC | 83,647 | $7.14M | 0.64% | +83,647 | New |
| Brookstone Capital Management | 84,302 | $7.20M | 0.08% | +21,937+35.2% | Added |
| Bright Financial Advisors, Inc. | 84,788 | $7.24M | 3.42% | +1,954+2.4% | Added |
| Transamerica Financial Advisors, Inc. | 86,163 | $7.36M | 0.61% | −10,963−11.3% | Reduced |
| Glenview Trust Co | 86,225 | $7.36M | 0.11% | +2,125+2.5% | Added |
| Stapp Wealth Management, PLLC | 86,468 | $7.38M | 9.51% | −1,379−1.6% | Reduced |
| Aptus Capital Advisors, LLC | 86,793 | $7.41M | 0.06% | +8,419+10.7% | Added |
| Alliance Wealth Advisors, LLC | 87,251 | $7.45M | 1.61% | +87,251 | New |
| Advisory Services Network, LLC | 87,371 | $7.46M | 0.11% | +23,444+36.7% | Added |
| Stratos Wealth Advisors, LLC | 88,495 | $7.55M | 0.36% | −32,051−26.6% | Reduced |
| Janney Montgomery Scott LLC | 88,670 | $7.57M | 0.02% | +4,192+5.0% | Added |
| Integrity Alliance, LLC. | 88,961 | $7.59M | 0.28% | +29,713+50.2% | Added |
| Tudor Investment Corp Et Al | 89,712 | $7.66M | 0.04% | +86,217+2,466.9% | Added |
| Integrity Wealth Solutions LLC | 90,183 | $7.70M | 3.05% | −4,248−4.5% | Reduced |
| Archford Capital Strategies, LLC | 90,406 | $7.72M | 0.90% | +1,263+1.4% | Added |