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 |
|---|---|---|---|---|---|
| Altfest L J & Co Inc | 209,138 | $17.9M | 1.95% | +1,750+0.8% | Added |
| China Universal Asset Management Co., Ltd. | 206,200 | $17.6M | 1.35% | +17,000+9.0% | Added |
| Medici Capital LLC | 204,026 | $17.4M | 19.10% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 202,090 | $17.3M | 0.20% | −1,832−0.9% | Reduced |
| Peak Financial Advisors LLC | 200,788 | $17.1M | 7.70% | −48,545−19.5% | Reduced |
| GWM Advisors LLC | 198,956 | $17.0M | 0.06% | +5,434+2.8% | Added |
| Warren Street Wealth Advisors, LLC | 192,990 | $16.5M | 4.73% | −5,139−2.6% | Reduced |
| Encompass More Asset Management | 191,999 | $16.4M | 3.04% | −1,021−0.5% | Reduced |
| Penserra Capital Management LLC | 190,959 | $16.3M | 0.19% | −46,026−19.4% | Reduced |
| IHT Wealth Management, LLC | 184,819 | $16.0M | 0.39% | +27,051+17.1% | Added |
| Harbor Investment Advisory, LLC | 183,346 | $15.7M | 1.18% | +4,086+2.3% | Added |
| Peak Retirement Planning, Inc. | 178,128 | $15.2M | 3.56% | +170,276+2,168.6% | Added |
| Quent Capital, LLC | 176,274 | $15.0M | 1.09% | +12,046+7.3% | Added |
| Sage Private Wealth Group, LLC | 173,877 | $14.8M | 7.98% | +3,251+1.9% | Added |
| Wealthcare Advisory Partners LLC | 172,716 | $14.7M | 0.29% | +14,088+8.9% | Added |
| Gould Asset Management LLC | 170,329 | $14.5M | 2.58% | −25,762−13.1% | Reduced |
| Quantum Financial Advisors, LLC | 166,254 | $14.2M | 1.59% | +65,929+65.7% | Added |
| Citadel Advisors LLC | 162,389 | $13.9M | 0.01% | +2,510+1.6% | Added |
| Nottingham Advisors, Inc. | 171,821 | $13.8M | 1.93% | −50,763−22.8% | Reduced |
| McAlvany Wealth Management LLC | 161,505 | $13.8M | 10.54% | +161,505 | New |
| Kestra Advisory Services, LLC | 161,119 | $13.8M | 0.06% | +8,599+5.6% | Added |
| CFS Investment Advisory Services, LLC | 160,690 | $13.7M | 1.00% | −6,988−4.2% | Reduced |
| New Perspectives, Inc | 159,511 | $13.6M | 4.72% | +1,708+1.1% | Added |
| Buck Wealth Strategies, LLC | 159,072 | $13.6M | 1.72% | +6,425+4.2% | Added |
| LWM Advisory Services, LLC | 157,581 | $13.5M | 7.88% | −3,914−2.4% | Reduced |
| Avid Wealth Partners LLC | 156,156 | $13.3M | 6.51% | −9,722−5.9% | Reduced |
| R. W. Roge & Company, Inc. | 145,146 | $12.4M | 6.12% | −420−0.3% | Reduced |
| Brindle & Bay Financial Advisors, LLC | 144,578 | $12.3M | 8.21% | +144,578 | New |
| Austin Private Wealth, LLC | 142,920 | $12.2M | 0.91% | −12,683−8.2% | Reduced |
| Park Avenue Securities LLC | 142,121 | $12.1M | 0.10% | +36,549+34.6% | Added |
| Intesa Sanpaolo Wealth Management | 139,117 | $11.9M | 2.46% | +139,117 | New |
| Lam Group, Inc. | 138,945 | $11.9M | 6.79% | +4,890+3.6% | Added |
| Cardinal Strategic Wealth Guidance | 133,261 | $11.4M | 2.97% | −1,531−1.1% | Reduced |
| Wealth Advisory Solutions, LLC | 132,589 | $11.3M | 2.64% | −3,213−2.4% | Reduced |
| AQR Capital Management LLC | 132,339 | $11.3M | 0.01% | +66,314+100.4% | Added |
| Truist Financial Corp | 132,335 | $11.3M | 0.02% | −21,664−14.1% | Reduced |
| Plum Street Advisors, LLC | 131,780 | $11.3M | 4.01% | −9,713−6.9% | Reduced |
| Retirement Income Solutions, Inc | 131,546 | $11.2M | 1.90% | −2,047−1.5% | Reduced |
| Accretive Wealth Partners, LLC | 128,490 | $11.0M | 3.26% | −1,931−1.5% | Reduced |
| KWB Wealth | 127,227 | $10.9M | 1.03% | +43,349+51.7% | Added |
| Fulton Breakefield Broenniman LLC | 126,126 | $10.8M | 0.68% | +122,483+3,362.1% | Added |
| Walkner Condon Financial Advisors LLC | 125,309 | $10.7M | 1.49% | +12,696+11.3% | Added |
| StoneX Group Inc. | 124,169 | $10.7M | 0.46% | +6,727+5.7% | Added |
| Tidemark, LLC | 120,980 | $10.3M | 2.94% | +25,053+26.1% | Added |
| Chatham Capital Group, Inc. | 119,381 | $10.2M | 1.45% | −960−0.8% | Reduced |
| Horst & Graben Wealth Management LLC | 115,886 | $9.89M | 1.49% | +1,241+1.1% | Added |
| Napier Financial, LLC | 115,535 | $9.86M | 2.46% | +115,535 | New |
| Hudson Capital Management LLC | 114,641 | $9.79M | 2.46% | −7,019−5.8% | Reduced |
| Inspirion Wealth Advisors, LLC | 113,109 | $9.66M | 1.18% | +14,734+15.0% | Added |
| RM Financial Services, LLC | 112,169 | $9.58M | 8.50% | +112,169 | New |
| Kayne Anderson Rudnick Investment Management LLC | 110,097 | $9.39M | 0.03% | −2,290−2.0% | Reduced |
| AIFG Consultants Ltd. | 109,299 | $9.33M | 16.02% | −5,075−4.4% | Reduced |
| Change Path, LLC | 106,292 | $9.07M | 0.22% | +14,794+16.2% | Added |
| Copley Financial Group, Inc. | 105,610 | $9.02M | 5.58% | −2,953−2.7% | Reduced |
| PFG Advisors | 103,105 | $8.80M | 0.43% | +6,985+7.3% | Added |
| Main Street Financial Solutions, LLC | 102,029 | $8.71M | 0.65% | +1,371+1.4% | Added |
| Versant Capital Management, Inc | 102,022 | $8.71M | 1.09% | −3,364−3.2% | Reduced |
| Purus Wealth Management, LLC | 101,195 | $8.64M | 2.69% | +1,695+1.7% | Added |
| Wilkerson Advisory Group LLC | 101,094 | $8.63M | 3.04% | +101,094 | New |
| Avos Capital Management, LLC | 100,966 | $8.62M | 3.77% | −9,675−8.7% | Reduced |
| Kraft, Davis & Associates, LLC | 94,685 | $8.59M | 1.93% | +94,685 | New |
| Managed Asset Portfolios, LLC | 100,303 | $8.56M | 1.03% | −6,713−6.3% | Reduced |
| Pinnacle Financial Partners, Inc. | 99,851 | $8.52M | 0.06% | +99,851 | New |
| Zhang Financial LLC | 98,084 | $8.37M | 0.31% | −6,429−6.2% | Reduced |
| Baker Tilly Wealth Management, LLC | 97,424 | $8.32M | 2.05% | +5,948+6.5% | Added |
| Fiducient Advisors LLC | 96,619 | $8.25M | 1.02% | 00.0% | Unchanged |
| Beaumont Financial Advisors, LLC | 95,584 | $8.16M | 0.54% | +10.0% | Added |
| Chatterton & Associates Inc. | 95,051 | $8.11M | 6.95% | +95,051 | New |
| AMJ Financial Wealth Management | 94,851 | $8.10M | 1.94% | −10,633−10.1% | Reduced |
| KPP Advisory Services LLC | 94,388 | $8.06M | 1.17% | +51,840+121.8% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 93,354 | $7.97M | 0.25% | −11,348−10.8% | Reduced |
| Element Pointe Advisors, LLC | 92,679 | $7.91M | 1.53% | +3,970+4.5% | Added |
| Detalus Advisors, LLC | 91,889 | $7.84M | 1.91% | +886+1.0% | Added |
| Lido Advisors, LLC | 94,510 | $7.82M | 0.03% | −12,685−11.8% | Reduced |
| UMA Financial Services, Inc. | 91,476 | $7.81M | 1.09% | −4,931−5.1% | Reduced |
| Lodestar Private Asset Management LLC | 91,213 | $7.79M | 0.78% | +622+0.7% | Added |
| One Wealth Advisors, LLC | 90,566 | $7.73M | 0.94% | −2,057−2.2% | Reduced |
| Archford Capital Strategies, LLC | 90,406 | $7.72M | 0.90% | +1,263+1.4% | Added |
| Integrity Wealth Solutions LLC | 90,183 | $7.70M | 3.05% | −4,248−4.5% | Reduced |
| Tudor Investment Corp Et Al | 89,712 | $7.66M | 0.04% | +86,217+2,466.9% | Added |
| Integrity Alliance, LLC. | 88,961 | $7.59M | 0.28% | +29,713+50.2% | Added |
| Janney Montgomery Scott LLC | 88,670 | $7.57M | 0.02% | +4,192+5.0% | Added |
| Stratos Wealth Advisors, LLC | 88,495 | $7.55M | 0.36% | −32,051−26.6% | Reduced |
| Advisory Services Network, LLC | 87,371 | $7.46M | 0.11% | +23,444+36.7% | Added |
| Alliance Wealth Advisors, LLC | 87,251 | $7.45M | 1.61% | +87,251 | New |
| Aptus Capital Advisors, LLC | 86,793 | $7.41M | 0.06% | +8,419+10.7% | Added |
| Stapp Wealth Management, PLLC | 86,468 | $7.38M | 9.51% | −1,379−1.6% | Reduced |
| Glenview Trust Co | 86,225 | $7.36M | 0.11% | +2,125+2.5% | Added |
| Transamerica Financial Advisors, Inc. | 86,163 | $7.36M | 0.61% | −10,963−11.3% | Reduced |
| Bright Financial Advisors, Inc. | 84,788 | $7.24M | 3.42% | +1,954+2.4% | Added |
| Brookstone Capital Management | 84,302 | $7.20M | 0.08% | +21,937+35.2% | Added |
| Pitcairn Wealth Advisors LLC | 83,647 | $7.14M | 0.64% | +83,647 | New |
| John Boyer, Inc. | 82,335 | $7.03M | 7.16% | +82,335 | New |
| Comerica Bank | 81,670 | $6.97M | 0.03% | +6,330+8.4% | Added |
| Financial Guidance Group, Inc. | 81,256 | $6.94M | 2.84% | +5,034+6.6% | Added |
| Courier Capital LLC | 80,735 | $6.89M | 0.39% | −6,404−7.3% | Reduced |
| Money Concepts Capital Corp | 79,945 | $6.82M | 0.38% | +79,945 | New |
| Clark Capital Management Group, Inc. | 77,671 | $6.63M | 0.04% | −44,137−36.2% | Reduced |
| Entrewealth, LLC | 67,258 | $6.60M | 2.97% | +2,447+3.8% | Added |
| Financial Life Advisors | 76,657 | $6.54M | 2.02% | +363+0.5% | Added |