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 |
|---|---|---|---|---|---|
| Wealthfront Advisers LLC | 353,855 | $30.2M | 0.07% | +332,515+1,558.2% | Added |
| Evercore Wealth Management, LLC | 353,898 | $30.2M | 0.44% | +102,141+40.6% | Added |
| Fullerton Fund Management Co Ltd. | 364,751 | $31.1M | 1.36% | −189,402−34.2% | Reduced |
| Verde Servicos Internacionais S.A. | 366,337 | $31.3M | 10.03% | +366,337 | New |
| Evernest Financial Advisors, LLC | 319,431 | $32.1M | 6.73% | −39,284−11.0% | Reduced |
| Confluence Investment Management LLC | 380,810 | $32.5M | 0.49% | −107,583−22.0% | Reduced |
| Mission Creek Capital Partners, Inc. | 386,065 | $33.0M | 6.65% | +17,271+4.7% | Added |
| Sentinel Pension Advisors Inc | 398,731 | $34.0M | 5.23% | +12,089+3.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 416,926 | $35.6M | 0.09% | −138,518−24.9% | Reduced |
| SNS Financial Group, LLC | 422,954 | $36.1M | 3.11% | −14,990−3.4% | Reduced |
| Bangor Savings Bank | 439,063 | $37.5M | 3.02% | +2,535+0.6% | Added |
| Tradewinds Capital Management, LLC | 447,394 | $38.2M | 8.05% | −16,287−3.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 455,037 | $38.8M | 0.02% | +85,476+23.1% | Added |
| Main Street Research LLC | 462,316 | $39.5M | 2.26% | −4,548−1.0% | Reduced |
| Cetera Investment Advisers | 465,836 | $39.8M | 0.04% | −10,553−2.2% | Reduced |
| MBL Wealth, LLC | 512,932 | $43.8M | 3.51% | −3,898−0.8% | Reduced |
| American Investment Services, Inc. | 512,994 | $43.8M | 10.16% | −50,361−8.9% | Reduced |
| Diversify Advisory Services, LLC | 490,467 | $44.5M | 1.41% | +6,306+1.3% | Added |
| Capital Planning Advisors, LLC | 533,240 | $45.5M | 6.09% | −14,083−2.6% | Reduced |
| SBI Securities Co., Ltd. | 533,574 | $45.6M | 1.17% | +34,331+6.9% | Added |
| Creative Planning | 557,259 | $47.6M | 0.03% | +512,683+1,150.1% | Added |
| Assetmark, Inc | 557,735 | $47.6M | 0.10% | +235,004+72.8% | Added |
| Greenline Partners, LLC | 592,939 | $50.6M | 5.79% | −143,698−19.5% | Reduced |
| Cresset Asset Management, LLC | 618,294 | $52.8M | 0.22% | +61,142+11.0% | Added |
| Nissay Asset Management Corp | 618,927 | $52.8M | 0.27% | +171,986+38.5% | Added |
| Nepc LLC | 634,975 | $54.2M | 1.16% | +20,110+3.3% | Added |
| Farther Finance Advisors, LLC | 635,706 | $54.3M | 0.58% | +94,239+17.4% | Added |
| SEI Investments Co | 642,531 | $54.9M | 0.05% | −657,358−50.6% | Reduced |
| Richard C. Young & CO., LTD. | 651,748 | $55.6M | 4.99% | +874+0.1% | Added |
| Oversea-Chinese Banking CORP Ltd | 656,114 | $56.0M | 1.55% | +189,467+40.6% | Added |
| Parcion Private Wealth LLC | 661,153 | $56.4M | 3.43% | −3,462−0.5% | Reduced |
| Rockefeller Capital Management L.P. | 663,924 | $56.7M | 0.10% | −60,801−8.4% | Reduced |
| Van Eck Associates Corp | 671,036 | $57.3M | 0.05% | 00.0% | Unchanged |
| Capitolis Liquid Global Markets LLC | 720,200 | $61.5M | 0.37% | −400−0.1% | Reduced |
| Goldman Sachs Group Inc | 789,755 | $67.4M | 0.01% | +749,763+1,874.8% | Added |
| Argos Wealth Advisors, LLC | 790,297 | $67.5M | 19.69% | +790,297 | New |
| Great Valley Advisor Group, Inc. | 805,363 | $68.8M | 1.32% | −84,351−9.5% | Reduced |
| Cohen & Steers, Inc. | 812,077 | $69.3M | 0.13% | −196,361−19.5% | Reduced |
| Equitable Holdings, Inc. | 815,693 | $69.6M | 0.48% | +80,338+10.9% | Added |
| Bank of New York Mellon Corp | 840,575 | $71.8M | 0.01% | +19,791+2.4% | Added |
| US Bancorp | 909,603 | $77.7M | 0.09% | +172,070+23.3% | Added |
| Private Advisor Group, LLC | 924,614 | $78.9M | 0.37% | +10,119+1.1% | Added |
| CWM, LLC | 931,521 | $79.5M | 0.22% | +149,990+19.2% | Added |
| Toroso Investments, LLC | 986,193 | $84.2M | 0.35% | −87,909−8.2% | Reduced |
| Benjamin Edwards Inc | 993,809 | $84.8M | 0.94% | −135,712−12.0% | Reduced |
| 3EDGE Asset Management, LP | 1,022,992 | $87.3M | 4.53% | −1,677,204−62.1% | Reduced |
| Strategic Financial Services, Inc, | 921,392 | $90.4M | 4.17% | −476,522−34.1% | Reduced |
| Raymond James Financial Inc | 1,076,318 | $91.9M | 0.03% | +182,237+20.4% | Added |
| Gradient Investments LLC | 1,101,614 | $94.0M | 1.49% | +108,775+11.0% | Added |
| Cerity Partners LLC | 1,181,571 | $100.9M | 0.15% | −21,687−1.8% | Reduced |
| Hollow Brook Wealth Management LLC | 1,218,677 | $104.0M | 26.91% | −29,524−2.4% | Reduced |
| Envestnet Asset Management Inc | 1,243,004 | $106.1M | 0.03% | +66,227+5.6% | Added |
| Payden & Rygel | 1,300,000 | $111.0M | 7.72% | +1,300,000 | New |
| HighTower Advisors, LLC | 1,335,584 | $114.0M | 0.12% | +17,412+1.3% | Added |
| Charles Schwab Investment Management Inc | 1,347,980 | $115.1M | 0.02% | −42,634−3.1% | Reduced |
| Royal Bank of Canada | 1,402,960 | $119.8M | 0.02% | +60,263+4.5% | Added |
| JPMorgan Chase & Co | 1,458,482 | $124.5M | 0.01% | −56,184−3.7% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 1,537,910 | $131.3M | 1.03% | −114,800−6.9% | Reduced |
| Stifel Financial Corp | 1,604,843 | $137.0M | 0.12% | −238,291−12.9% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 1,654,569 | $141.3M | 0.21% | +204,379+14.1% | Added |
| Advisor Group Holdings, Inc. | 1,695,424 | $144.7M | 0.21% | −312,192−15.6% | Reduced |
| Principal Financial Group Inc | 2,191,901 | $187.1M | 0.10% | −348,065−13.7% | Reduced |
| Resona Asset Management Co.,Ltd. | 2,229,600 | $191.3M | 0.92% | +490,600+28.2% | Added |
| Evergreen Quality Fund GP, Ltd. | 2,587,215 | $220.9M | 4.36% | +374,500+16.9% | Added |
| Asset Management One Co.,Ltd. | 2,622,417 | $225.0M | 0.63% | −795,548−23.3% | Reduced |
| Prudential Financial Inc | 2,637,892 | $226.6M | 0.27% | +2,637,892 | New |
| Ameriprise Financial Inc | 2,870,368 | $245.1M | 0.06% | +203,183+7.6% | Added |
| LPL Financial LLC | 2,992,890 | $255.5M | 0.07% | −28,641−0.9% | Reduced |
| State Street Corp | 3,065,944 | $261.7M | 0.01% | +363,116+13.4% | Added |
| Cassaday & Co Wealth Management LLC | 3,377,267 | $288.3M | 6.08% | −30,498−0.9% | Reduced |
| UBS Group AG | 3,412,428 | $291.3M | 0.06% | +96,624+2.9% | Added |
| Empower Advisory Group, LLC | 5,868,543 | $501.0M | 1.35% | +213,149+3.8% | Added |
| Evoke Wealth, LLC | 7,374,785 | $629.6M | 12.11% | +123,123+1.7% | Added |
| Bank of America Corp | 7,659,557 | $653.9M | 0.05% | +292,261+4.0% | Added |
| Wells Fargo & Company | 7,913,715 | $675.6M | 0.13% | +2,785,608+54.3% | Added |
| Morgan Stanley | 10,562,081 | $901.7M | 0.05% | +1,943,672+22.6% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 18,387,492 | $1.57B | 0.92% | −90,445−0.5% | Reduced |
| Mizuho Bank, Ltd. | 0 | $0 | 0.00% | −1,802,000−100.0% | Sold out |
| Manufacturers Life Insurance Company, The | 0 | $0 | 0.00% | −554,924−100.0% | Sold out |
| CI Private Wealth, LLC | 0 | $0 | 0.00% | −341,919−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −329,436−100.0% | Sold out |
| Alaska Permanent Fund Corp | 0 | $0 | 0.00% | −171,000−100.0% | Sold out |
| Sterling Investment Advisors, Ltd. | 0 | $0 | 0.00% | −136,425−100.0% | Sold out |
| Oppenheimer & Co Inc | 0 | $0 | 0.00% | −111,989−100.0% | Sold out |
| PFG Private Wealth Management, LLC | 0 | $0 | 0.00% | −94,431−100.0% | Sold out |
| Certior Financial Group, LLC | 0 | $0 | 0.00% | −78,772−100.0% | Sold out |
| Reyes Financial Architecture, Inc. | 0 | $0 | 0.00% | −60,141−100.0% | Sold out |
| Pitcairn Co | 0 | $0 | 0.00% | −55,539−100.0% | Sold out |
| Global Retirement Partners, LLC | 0 | $0 | 0.00% | −47,412−100.0% | Sold out |
| Synergy Financial Management, LLC | 0 | $0 | 0.00% | −44,038−100.0% | Sold out |
| Flow Traders U.S. LLC | 0 | $0 | 0.00% | −32,152−100.0% | Sold out |
| Cambridge Associates LLC | 0 | $0 | 0.00% | −30,631−100.0% | Sold out |
| Arcus Capital Partners, LLC | 0 | $0 | 0.00% | −26,210−100.0% | Sold out |
| Allworth Financial LP | 0 | $0 | 0.00% | −25,508−100.0% | Sold out |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −14,726−100.0% | Sold out |
| Excalibur Management Corp | 0 | $0 | 0.00% | −14,494−100.0% | Sold out |
| Summit Wealth Group LLC | 0 | $0 | 0.00% | −22,316−100.0% | Sold out |
| HORAN Wealth, LLC | 0 | $0 | 0.00% | −8,772−100.0% | Sold out |
| Brighton Jones LLC | 0 | $0 | 0.00% | −8,529−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −8,295−100.0% | Sold out |