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 |
|---|---|---|---|---|---|
| Palladiem, LLC | 75,597 | $6.49M | 6.15% | +75,597 | New |
| Team Financial Group, LLC | 75,012 | $6.40M | 2.91% | −11,021−12.8% | Reduced |
| Upper Left Wealth Management, LLC | 74,215 | $6.34M | 3.86% | −4,596−5.8% | Reduced |
| Integrated Advisors Network LLC | 74,162 | $6.33M | 0.28% | +3,974+5.7% | Added |
| Stansberry Asset Management, LLC | 73,802 | $6.30M | 0.64% | +13,403+22.2% | Added |
| Cabot Wealth Management Inc | 73,794 | $6.30M | 0.70% | +1,598+2.2% | Added |
| Ameritas Advisory Services, LLC | 73,518 | $6.28M | 0.23% | −53,173−42.0% | Reduced |
| JNBA Financial Advisors | 73,143 | $6.24M | 0.55% | −7,221−9.0% | Reduced |
| Jones Financial Companies LLLP | 73,033 | $6.23M | 0.00% | +16,191+28.5% | Added |
| Financial Enhancement Group LLC | 64,549 | $6.17M | 0.80% | −32,032−33.2% | Reduced |
| Bush Investment Group, LLC | 72,210 | $6.16M | 3.45% | −972−1.3% | Reduced |
| Cedar Point Capital Partners, LLC | 71,816 | $6.13M | 3.91% | −9,198−11.4% | Reduced |
| Lynx Investment Advisory | 69,650 | $5.95M | 3.24% | +222+0.3% | Added |
| Kestra Private Wealth Services, LLC | 69,562 | $5.94M | 0.07% | +5,553+8.7% | Added |
| TD Waterhouse Canada Inc. | 69,466 | $5.93M | 0.04% | −1,088−1.5% | Reduced |
| Seven Post Investment Office LP | 69,111 | $5.90M | 2.11% | +286+0.4% | Added |
| BKD Wealth Advisors, LLC | 68,594 | $5.86M | 0.11% | −257−0.4% | Reduced |
| Essex Financial Services, Inc. | 68,417 | $5.84M | 0.33% | −1,196−1.7% | Reduced |
| Royal Harbor Partners, LLC | 67,891 | $5.80M | 1.92% | +880+1.3% | Added |
| Public Employees Retirement System of Ohio | 66,900 | $5.71M | 0.02% | +29,700+79.8% | Added |
| Segment Wealth Management, LLC | 66,353 | $5.66M | 0.33% | −175−0.3% | Reduced |
| Foundations Investment Advisors, LLC | 66,109 | $5.64M | 0.07% | +999+1.5% | Added |
| Compass Wealth Management, LLC | 66,022 | $5.64M | 2.32% | +4,243+6.9% | Added |
| Franklin Resources Inc | 65,787 | $5.62M | 0.00% | +13,704+26.3% | Added |
| Mercer Global Advisors Inc | 65,779 | $5.62M | 0.01% | +10,365+18.7% | Added |
| Fortis Advisors, LLC | 65,605 | $5.60M | 3.08% | −2,006−3.0% | Reduced |
| Sankala Group LLC | 52,034 | $5.42M | 4.33% | +52,034 | New |
| OakTrust Wealth Advisors, LLC | 63,124 | $5.39M | 4.97% | +63,124 | New |
| Harbour Investments, Inc. | 60,740 | $5.19M | 0.11% | +3,009+5.2% | Added |
| Flagship Harbor Advisors, LLC | 60,602 | $5.17M | 0.24% | −28,105−31.7% | Reduced |
| Compass Ion Advisors, LLC | 60,535 | $5.17M | 0.49% | +4,435+7.9% | Added |
| Baker Ellis Asset Management LLC | 60,115 | $5.13M | 0.62% | +235+0.4% | Added |
| AMG National Trust Bank | 59,683 | $5.10M | 0.12% | +10,520+21.4% | Added |
| Kraematon Investment Advisors, Inc | 59,392 | $5.07M | 4.04% | −225−0.4% | Reduced |
| Beckerman Institutional, LLC | 59,185 | $5.05M | 2.84% | −3,926−6.2% | Reduced |
| Aureum Wealth Management, LLC | 58,465 | $4.99M | 4.63% | +58,465 | New |
| Brinker Capital Investments, LLC | 58,206 | $4.97M | 0.04% | +16,833+40.7% | Added |
| Prime Capital Investment Advisors, LLC | 56,992 | $4.87M | 0.06% | −3,414−5.7% | Reduced |
| NDVR, Inc. | 56,736 | $4.84M | 4.02% | −6,000−9.6% | Reduced |
| Catalyst Capital Advisors LLC | 56,300 | $4.81M | 0.10% | −7,100−11.2% | Reduced |
| Alliancebernstein L.P. | 56,220 | $4.80M | 0.00% | 00.0% | Unchanged |
| Atria Investments LLC | 55,840 | $4.77M | 0.05% | −170.0% | Reduced |
| Hobbs Group Advisors, LLC | 55,657 | $4.75M | 1.43% | +2,486+4.7% | Added |
| Relyea Zuckerberg Hanson LLC | 55,428 | $4.73M | 0.48% | +14,340+34.9% | Added |
| MONECO Advisors, LLC | 55,038 | $4.70M | 0.37% | +401+0.7% | Added |
| Ci Investments Inc. | 55,034 | $4.70M | 0.02% | +7,500+15.8% | Added |
| DeDora Capital, Inc. | 54,664 | $4.67M | 1.10% | +43,029+369.8% | Added |
| Penobscot Wealth Management | 54,638 | $4.66M | 1.44% | −3,129−5.4% | Reduced |
| GeoWealth Management, LLC | 54,347 | $4.64M | 0.17% | +54,347 | New |
| Scotia Capital Inc. | 53,842 | $4.60M | 0.02% | −4,456−7.6% | Reduced |
| Richard P Slaughter Associates Inc | 53,625 | $4.58M | 0.96% | −3,222−5.7% | Reduced |
| Omnitrust Wealth Management, Inc | 53,459 | $4.56M | 5.80% | +53,459 | New |
| Marble Harbor Investment Counsel, LLC | 53,400 | $4.56M | 0.49% | −10,650−16.6% | Reduced |
| Brown Brothers Harriman & Co | 53,314 | $4.55M | 0.02% | +2,967+5.9% | Added |
| McNaughton Wealth Management, LLC | 53,254 | $4.55M | 1.87% | +1,397+2.7% | Added |
| Joseph Group Capital Management | 52,891 | $4.52M | 1.19% | −6,304−10.6% | Reduced |
| American Trust | 52,282 | $4.46M | 0.38% | −3,518−6.3% | Reduced |
| Patten Group, Inc. | 51,935 | $4.43M | 0.82% | +2,549+5.2% | Added |
| Bridgewater Advisors Inc. | 45,958 | $4.39M | 0.28% | 00.0% | Unchanged |
| Apella Capital, LLC | 50,518 | $4.31M | 0.09% | −2,718−5.1% | Reduced |
| Forbes Financial Planning, Inc. | 50,379 | $4.30M | 2.51% | +50,379 | New |
| Nomura Asset Management Co Ltd | 50,000 | $4.27M | 0.01% | −3,400−6.4% | Reduced |
| Adviser Investments LLC | 49,761 | $4.25M | 0.05% | −6,319−11.3% | Reduced |
| Jacobi Capital Management LLC | 49,413 | $4.22M | 0.24% | +49,413 | New |
| RSM US Wealth Management LLC | 48,980 | $4.21M | 0.05% | +948+2.0% | Added |
| Tennessee Valley Asset Management Partners | 49,164 | $4.20M | 0.54% | +1,657+3.5% | Added |
| Marex Group plc | 48,989 | $4.18M | 0.05% | +6,047+14.1% | Added |
| Churchill Financial Advisors, LLC | 48,907 | $4.18M | 1.28% | +48,907 | New |
| Thrive Capital Management, LLC | 47,133 | $4.02M | 0.90% | −870−1.8% | Reduced |
| Portside Wealth Group, LLC | 46,484 | $3.97M | 0.54% | −51,383−52.5% | Reduced |
| Daiwa Securities Group Inc. | 46,367 | $3.96M | 0.01% | +44,419+2,280.2% | Added |
| Shira Ridge Wealth Management | 45,235 | $3.86M | 1.55% | +1,647+3.8% | Added |
| Mayflower Financial Advisors, LLC | 44,418 | $3.79M | 0.46% | −1,100−2.4% | Reduced |
| Vertex Planning Partners, LLC | 44,104 | $3.77M | 0.87% | −34−0.1% | Reduced |
| Merit Financial Group, LLC | 43,950 | $3.75M | 0.03% | −9,245−17.4% | Reduced |
| Ashton Thomas Private Wealth, LLC | 43,384 | $3.70M | 0.09% | +6,681+18.2% | Added |
| Mills Wealth Advisors LLC | 43,029 | $3.67M | 1.45% | +1,627+3.9% | Added |
| Mutual Advisors, LLC | 42,245 | $3.61M | 0.08% | +3,317+8.5% | Added |
| Global Wealth Management Investment Advisory, Inc. | 41,887 | $3.58M | 0.57% | −4,507−9.7% | Reduced |
| Beacon Pointe Advisors, LLC | 41,798 | $3.57M | 0.03% | −23,835−36.3% | Reduced |
| Graetz Wealth LLC | 40,922 | $3.49M | 3.18% | +40,922 | New |
| Steward Partners Investment Advisory, LLC | 40,868 | $3.49M | 0.02% | −1,264−3.0% | Reduced |
| Valmark Advisers, Inc. | 40,552 | $3.46M | 0.04% | +820+2.1% | Added |
| American National Bank of Texas | 39,707 | $3.39M | 3.26% | −5,981−13.1% | Reduced |
| BlackDiamond Wealth Management Inc. | 33,484 | $3.37M | 1.64% | +217+0.7% | Added |
| Paul R. Ried Financial Group, LLC | 39,274 | $3.35M | 1.58% | −5,191−11.7% | Reduced |
| Legacy Capital Wealth Partners, LLC | 38,950 | $3.33M | 0.71% | +2,525+6.9% | Added |
| IFP Advisors, Inc | 37,817 | $3.23M | 0.07% | +3,662+10.7% | Added |
| Western Wealth Management, LLC | 37,130 | $3.17M | 0.15% | +12,599+51.4% | Added |
| New England Private Wealth Advisors LLC | 36,862 | $3.15M | 0.39% | +179+0.5% | Added |
| Milestones Private Investment Advisors LLC | 36,806 | $3.14M | 2.16% | +643+1.8% | Added |
| Horizon Financial Services, LLC | 36,625 | $3.13M | 1.42% | −5,823−13.7% | Reduced |
| Clear Harbor Asset Management, LLC | 35,804 | $3.06M | 0.21% | −1,643−4.4% | Reduced |
| Abound Financial, LLC | 35,673 | $3.05M | 1.18% | −69,930−66.2% | Reduced |
| Daviman Financial, LLC | 35,370 | $3.02M | 1.77% | +35,370 | New |
| WBH Advisory Inc | 35,016 | $2.99M | 0.22% | −2,489−6.6% | Reduced |
| Gotham Asset Management, LLC | 34,823 | $2.97M | 0.01% | +766+2.2% | Added |
| Capital Financial Group Inc | 34,554 | $2.95M | 1.65% | +34,554 | New |
| WFA of San Diego, LLC | 34,011 | $2.90M | 2.12% | −822−2.4% | Reduced |
| Hudson Oak Wealth Advisory LLC | 33,663 | $2.87M | 2.54% | +33,663 | New |