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 |
|---|---|---|---|---|---|
| One Wealth Advisors, LLC | 90,566 | $7.73M | 0.94% | −2,057−2.2% | Reduced |
| Lodestar Private Asset Management LLC | 91,213 | $7.79M | 0.78% | +622+0.7% | Added |
| UMA Financial Services, Inc. | 91,476 | $7.81M | 1.09% | −4,931−5.1% | Reduced |
| Lido Advisors, LLC | 94,510 | $7.82M | 0.03% | −12,685−11.8% | Reduced |
| Detalus Advisors, LLC | 91,889 | $7.84M | 1.91% | +886+1.0% | Added |
| Element Pointe Advisors, LLC | 92,679 | $7.91M | 1.53% | +3,970+4.5% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 93,354 | $7.97M | 0.25% | −11,348−10.8% | Reduced |
| KPP Advisory Services LLC | 94,388 | $8.06M | 1.17% | +51,840+121.8% | Added |
| AMJ Financial Wealth Management | 94,851 | $8.10M | 1.94% | −10,633−10.1% | Reduced |
| Chatterton & Associates Inc. | 95,051 | $8.11M | 6.95% | +95,051 | New |
| Beaumont Financial Advisors, LLC | 95,584 | $8.16M | 0.54% | +10.0% | Added |
| Fiducient Advisors LLC | 96,619 | $8.25M | 1.02% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 97,424 | $8.32M | 2.05% | +5,948+6.5% | Added |
| Zhang Financial LLC | 98,084 | $8.37M | 0.31% | −6,429−6.2% | Reduced |
| Pinnacle Financial Partners, Inc. | 99,851 | $8.52M | 0.06% | +99,851 | New |
| Managed Asset Portfolios, LLC | 100,303 | $8.56M | 1.03% | −6,713−6.3% | Reduced |
| Kraft, Davis & Associates, LLC | 94,685 | $8.59M | 1.93% | +94,685 | New |
| Avos Capital Management, LLC | 100,966 | $8.62M | 3.77% | −9,675−8.7% | Reduced |
| Wilkerson Advisory Group LLC | 101,094 | $8.63M | 3.04% | +101,094 | New |
| Purus Wealth Management, LLC | 101,195 | $8.64M | 2.69% | +1,695+1.7% | Added |
| Versant Capital Management, Inc | 102,022 | $8.71M | 1.09% | −3,364−3.2% | Reduced |
| Main Street Financial Solutions, LLC | 102,029 | $8.71M | 0.65% | +1,371+1.4% | Added |
| PFG Advisors | 103,105 | $8.80M | 0.43% | +6,985+7.3% | Added |
| Copley Financial Group, Inc. | 105,610 | $9.02M | 5.58% | −2,953−2.7% | Reduced |
| Change Path, LLC | 106,292 | $9.07M | 0.22% | +14,794+16.2% | Added |
| AIFG Consultants Ltd. | 109,299 | $9.33M | 16.02% | −5,075−4.4% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 110,097 | $9.39M | 0.03% | −2,290−2.0% | Reduced |
| RM Financial Services, LLC | 112,169 | $9.58M | 8.50% | +112,169 | New |
| Inspirion Wealth Advisors, LLC | 113,109 | $9.66M | 1.18% | +14,734+15.0% | Added |
| Hudson Capital Management LLC | 114,641 | $9.79M | 2.46% | −7,019−5.8% | Reduced |
| Napier Financial, LLC | 115,535 | $9.86M | 2.46% | +115,535 | New |
| Horst & Graben Wealth Management LLC | 115,886 | $9.89M | 1.49% | +1,241+1.1% | Added |
| Chatham Capital Group, Inc. | 119,381 | $10.2M | 1.45% | −960−0.8% | Reduced |
| Tidemark, LLC | 120,980 | $10.3M | 2.94% | +25,053+26.1% | Added |
| StoneX Group Inc. | 124,169 | $10.7M | 0.46% | +6,727+5.7% | Added |
| Walkner Condon Financial Advisors LLC | 125,309 | $10.7M | 1.49% | +12,696+11.3% | Added |
| Fulton Breakefield Broenniman LLC | 126,126 | $10.8M | 0.68% | +122,483+3,362.1% | Added |
| KWB Wealth | 127,227 | $10.9M | 1.03% | +43,349+51.7% | Added |
| Accretive Wealth Partners, LLC | 128,490 | $11.0M | 3.26% | −1,931−1.5% | Reduced |
| Retirement Income Solutions, Inc | 131,546 | $11.2M | 1.90% | −2,047−1.5% | Reduced |
| Plum Street Advisors, LLC | 131,780 | $11.3M | 4.01% | −9,713−6.9% | Reduced |
| Truist Financial Corp | 132,335 | $11.3M | 0.02% | −21,664−14.1% | Reduced |
| AQR Capital Management LLC | 132,339 | $11.3M | 0.01% | +66,314+100.4% | Added |
| Wealth Advisory Solutions, LLC | 132,589 | $11.3M | 2.64% | −3,213−2.4% | Reduced |
| Cardinal Strategic Wealth Guidance | 133,261 | $11.4M | 2.97% | −1,531−1.1% | Reduced |
| Lam Group, Inc. | 138,945 | $11.9M | 6.79% | +4,890+3.6% | Added |
| Intesa Sanpaolo Wealth Management | 139,117 | $11.9M | 2.46% | +139,117 | New |
| Park Avenue Securities LLC | 142,121 | $12.1M | 0.10% | +36,549+34.6% | Added |
| Austin Private Wealth, LLC | 142,920 | $12.2M | 0.91% | −12,683−8.2% | Reduced |
| Brindle & Bay Financial Advisors, LLC | 144,578 | $12.3M | 8.21% | +144,578 | New |
| R. W. Roge & Company, Inc. | 145,146 | $12.4M | 6.12% | −420−0.3% | Reduced |
| Avid Wealth Partners LLC | 156,156 | $13.3M | 6.51% | −9,722−5.9% | Reduced |
| LWM Advisory Services, LLC | 157,581 | $13.5M | 7.88% | −3,914−2.4% | Reduced |
| Buck Wealth Strategies, LLC | 159,072 | $13.6M | 1.72% | +6,425+4.2% | Added |
| New Perspectives, Inc | 159,511 | $13.6M | 4.72% | +1,708+1.1% | Added |
| CFS Investment Advisory Services, LLC | 160,690 | $13.7M | 1.00% | −6,988−4.2% | Reduced |
| Kestra Advisory Services, LLC | 161,119 | $13.8M | 0.06% | +8,599+5.6% | Added |
| McAlvany Wealth Management LLC | 161,505 | $13.8M | 10.54% | +161,505 | New |
| Nottingham Advisors, Inc. | 171,821 | $13.8M | 1.93% | −50,763−22.8% | Reduced |
| Citadel Advisors LLC | 162,389 | $13.9M | 0.01% | +2,510+1.6% | Added |
| Quantum Financial Advisors, LLC | 166,254 | $14.2M | 1.59% | +65,929+65.7% | Added |
| Gould Asset Management LLC | 170,329 | $14.5M | 2.58% | −25,762−13.1% | Reduced |
| Wealthcare Advisory Partners LLC | 172,716 | $14.7M | 0.29% | +14,088+8.9% | Added |
| Sage Private Wealth Group, LLC | 173,877 | $14.8M | 7.98% | +3,251+1.9% | Added |
| Quent Capital, LLC | 176,274 | $15.0M | 1.09% | +12,046+7.3% | Added |
| Peak Retirement Planning, Inc. | 178,128 | $15.2M | 3.56% | +170,276+2,168.6% | Added |
| Harbor Investment Advisory, LLC | 183,346 | $15.7M | 1.18% | +4,086+2.3% | Added |
| IHT Wealth Management, LLC | 184,819 | $16.0M | 0.39% | +27,051+17.1% | Added |
| Penserra Capital Management LLC | 190,959 | $16.3M | 0.19% | −46,026−19.4% | Reduced |
| Encompass More Asset Management | 191,999 | $16.4M | 3.04% | −1,021−0.5% | Reduced |
| Warren Street Wealth Advisors, LLC | 192,990 | $16.5M | 4.73% | −5,139−2.6% | Reduced |
| GWM Advisors LLC | 198,956 | $17.0M | 0.06% | +5,434+2.8% | Added |
| Peak Financial Advisors LLC | 200,788 | $17.1M | 7.70% | −48,545−19.5% | Reduced |
| Stratos Wealth Partners, LTD. | 202,090 | $17.3M | 0.20% | −1,832−0.9% | Reduced |
| Medici Capital LLC | 204,026 | $17.4M | 19.10% | 00.0% | Unchanged |
| China Universal Asset Management Co., Ltd. | 206,200 | $17.6M | 1.35% | +17,000+9.0% | Added |
| Altfest L J & Co Inc | 209,138 | $17.9M | 1.95% | +1,750+0.8% | Added |
| Journey Strategic Wealth LLC | 211,374 | $18.0M | 0.47% | +82,245+63.7% | Added |
| CoreCap Advisors, LLC | 212,595 | $18.1M | 0.63% | +3,707+1.8% | Added |
| Timber Creek Capital Management LLC | 217,761 | $18.6M | 4.32% | −6,378−2.8% | Reduced |
| Deutsche Bank AG | 220,100 | $18.8M | 0.01% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 222,241 | $19.1M | 0.10% | +10,718+5.1% | Added |
| Coco Enterprises, LLC | 228,164 | $19.5M | 9.94% | −8,187−3.5% | Reduced |
| Brandywine Oak Private Wealth LLC | 229,977 | $19.6M | 1.65% | −27,956−10.8% | Reduced |
| McMorgan & Co LLC | 234,992 | $20.1M | 3.32% | −31,865−11.9% | Reduced |
| Alvarez & Marsal Private Wealth Partners, LLC | 240,000 | $20.5M | 3.94% | +240,000 | New |
| Miracle Mile Advisors, LLC | 250,874 | $21.4M | 0.31% | −766−0.3% | Reduced |
| NavPoint Financial, Inc. | 255,101 | $21.8M | 9.31% | +1,541+0.6% | Added |
| Summitas Investment Management LLC | 255,156 | $21.8M | 16.39% | +255,156 | New |
| Bank of Nova Scotia | 262,000 | $22.4M | 0.03% | +57,400+28.1% | Added |
| MML Investors Services, LLC | 264,126 | $22.5M | 0.05% | +15,944+6.4% | Added |
| Nearwater Capital Markets, Ltd | 276,600 | $23.6M | 0.40% | +276,600 | New |
| Continuum Wealth Advisors, LLC | 277,224 | $23.7M | 9.14% | +32,009+13.1% | Added |
| Wealth Enhancement Advisory Services, LLC | 272,701 | $24.3M | 0.03% | −9,944−3.5% | Reduced |
| Austin Wealth Management, LLC | 286,479 | $25.4M | 3.75% | +9,720+3.5% | Added |
| Mirae Asset Global Investments Co., Ltd. | 302,700 | $25.8M | 0.07% | +55,000+22.2% | Added |
| Commonwealth Equity Services, LLC | 303,017 | $25.9M | 0.03% | +4,392+1.5% | Added |
| AE Wealth Management LLC | 330,650 | $28.2M | 0.16% | +89,313+37.0% | Added |
| Baird Financial Group, Inc. | 331,035 | $28.3M | 0.04% | −28,453−7.9% | Reduced |
| Mariner, LLC | 348,473 | $29.7M | 0.04% | +17,423+5.3% | Added |