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 |
|---|---|---|---|---|---|
| Susquehanna International Group, LLP | 33,167 | $2.83M | 0.00% | +33,167 | New |
| Financial Planning Hawaii, Inc. | 32,980 | $2.82M | 1.62% | +32,980 | New |
| Vantage Point Financial LLC | 32,671 | $2.79M | 1.00% | +5,925+22.2% | Added |
| Kickstand Ventures, LLC. | 32,510 | $2.78M | 0.58% | +2,732+9.2% | Added |
| Collaborative Wealth Managment Inc. | 32,398 | $2.77M | 0.97% | +6,746+26.3% | Added |
| Leo Wealth, LLC | 32,381 | $2.76M | 0.20% | +3,968+14.0% | Added |
| Genesis Wealth Advisors, LLC | 32,341 | $2.76M | 1.89% | +622+2.0% | Added |
| Sovran Advisors, LLC | 30,282 | $2.76M | 0.23% | −3,019−9.1% | Reduced |
| Citizens Financial Group Inc | 32,207 | $2.75M | 0.04% | +32,207 | New |
| Independent Financial Group, LLC | 32,164 | $2.75M | 0.06% | +944+3.0% | Added |
| Wealthspire Advisors, LLC | 31,829 | $2.72M | 0.02% | +21,499+208.1% | Added |
| Headlands Technologies LLC | 30,543 | $2.61M | 0.22% | +4,718+18.3% | Added |
| Choate Investment Advisors | 30,521 | $2.61M | 0.05% | +4,096+15.5% | Added |
| Magnolia Private Wealth, LLC | 30,348 | $2.59M | 1.81% | −18,317−37.6% | Reduced |
| Rakuten Securities, Inc. | 29,924 | $2.55M | 0.83% | +12,738+74.1% | Added |
| Forbes J M & Co LLP | 29,211 | $2.49M | 0.20% | +500+1.7% | Added |
| Focus Financial Network, Inc. | 28,968 | $2.47M | 0.09% | +99+0.3% | Added |
| Simplicity Wealth,LLC | 28,604 | $2.44M | 0.15% | −568−1.9% | Reduced |
| PDS Planning, Inc | 28,495 | $2.43M | 0.16% | +235+0.8% | Added |
| Aspetuck Financial Management LLC | 28,295 | $2.42M | 1.62% | +162+0.6% | Added |
| Gradient Capital Advisors, LLC | 27,818 | $2.37M | 0.61% | −2,402−7.9% | Reduced |
| Wellington-Altus USA Inc. | 27,624 | $2.36M | 1.75% | +27,624 | New |
| RCW Management, LLC | 27,597 | $2.36M | 2.38% | +27,597 | New |
| Mission Wealth Management, LP | 27,438 | $2.34M | 0.05% | −5,771−17.4% | Reduced |
| WCG Wealth Advisors LLC | 27,437 | $2.34M | 0.07% | +10,220+59.4% | Added |
| Caitlin John, LLC | 27,107 | $2.31M | 1.52% | +7,528+38.4% | Added |
| Curry Webb Wealth Management LLC | 26,773 | $2.29M | 1.13% | +26,773 | New |
| Larson Financial Group LLC | 26,623 | $2.27M | 0.08% | +21,647+435.0% | Added |
| Whittier Trust Co of Nevada Inc | 25,500 | $2.27M | 0.05% | 00.0% | Unchanged |
| AA Financial Advisors, LLC | 26,501 | $2.26M | 0.42% | +26,501 | New |
| Brown Financial Advisors | 26,480 | $2.26M | 0.83% | −1,171−4.2% | Reduced |
| Maia Wealth LLC | 23,157 | $2.25M | 0.38% | −7,157−23.6% | Reduced |
| Sage Mountain Advisors LLC | 26,193 | $2.24M | 0.12% | +12,337+89.0% | Added |
| One Charles Private Wealth Services, LLC | 25,976 | $2.22M | 0.57% | +120+0.5% | Added |
| Visionary Wealth Advisors | 25,786 | $2.20M | 0.10% | −3,358−11.5% | Reduced |
| Tradition Wealth Management, LLC | 25,767 | $2.20M | 0.16% | −143−0.6% | Reduced |
| Brown Miller Wealth Management, LLC | 25,753 | $2.20M | 0.61% | +1,290+5.3% | Added |
| Hutchinson Capital Management | 25,437 | $2.17M | 0.37% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 25,340 | $2.16M | 0.02% | +924+3.8% | Added |
| Holistic Planning, LLC | 24,914 | $2.13M | 0.45% | +4,093+19.7% | Added |
| Arete Wealth Advisors, LLC | 24,853 | $2.12M | 0.15% | −32,181−56.4% | Reduced |
| Bravias Capital Group, LLC | 24,773 | $2.11M | 1.28% | +3,060+14.1% | Added |
| Wealth Management Nebraska | 24,616 | $2.10M | 0.24% | +3,426+16.2% | Added |
| Fiduciary Trust Co | 24,468 | $2.09M | 0.02% | +17,808+267.4% | Added |
| Certified Advisory Corp | 24,211 | $2.07M | 0.19% | +24,211 | New |
| SeaCrest Wealth Management, LLC | 23,350 | $2.06M | 0.21% | −5,263−18.4% | Reduced |
| Merkkuri Wealth Advisors LLC | 24,032 | $2.05M | 1.40% | +803+3.5% | Added |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 23,979 | $2.05M | 0.24% | +4,115+20.7% | Added |
| DV Trading LLC | 23,846 | $2.04M | 0.18% | +23,846 | New |
| Biltmore Family Office, LLC | 23,626 | $2.02M | 0.28% | −1,500−6.0% | Reduced |
| Sargent Investment Group, LLC | 23,390 | $2.00M | 0.25% | −910−3.7% | Reduced |
| Apollon Wealth Management, LLC | 23,292 | $1.99M | 0.03% | +5,184+28.6% | Added |
| Theory Financial LLC | 19,853 | $1.99M | 0.67% | −1,145−5.5% | Reduced |
| Perennial Investment Advisors, LLC | 23,267 | $1.99M | 0.16% | −473−2.0% | Reduced |
| Astoria Portfolio Advisors LLC. | 19,066 | $1.98M | 0.45% | −2,776−12.7% | Reduced |
| Lloyd Advisory Services, LLC. | 23,040 | $1.97M | 0.76% | +23,040 | New |
| Heritage Wealth Advisors | 22,789 | $1.95M | 0.07% | +814+3.7% | Added |
| Quartz Partners, LLC | 22,675 | $1.94M | 0.72% | +1,845+8.9% | Added |
| Kingsview Wealth Management, LLC | 22,622 | $1.93M | 0.03% | −6,912−23.4% | Reduced |
| Boothbay Fund Management, LLC | 22,600 | $1.93M | 0.05% | +1,700+8.1% | Added |
| CIBC Private Wealth Group, LLC | 22,470 | $1.92M | 0.00% | +245+1.1% | Added |
| Q3 Asset Management | 22,458 | $1.92M | 0.44% | +2,621+13.2% | Added |
| Green Harvest Asset Management LLC | 22,418 | $1.91M | 0.03% | −84−0.4% | Reduced |
| B.O.S.S. Retirement Advisors, LLC | 22,389 | $1.91M | 0.60% | +16,274+266.1% | Added |
| Myecfo, LLC | 22,323 | $1.91M | 0.81% | −435−1.9% | Reduced |
| Apeiron RIA LLC | 20,776 | $1.90M | 0.39% | −3,889−15.8% | Reduced |
| IFG Advisory, LLC | 22,246 | $1.90M | 0.08% | −292−1.3% | Reduced |
| Hollencrest Capital Management | 21,905 | $1.87M | 0.06% | +30.0% | Added |
| Robinson Value Management, Ltd. | 21,899 | $1.87M | 1.01% | +63+0.3% | Added |
| Carret Asset Management, LLC | 21,599 | $1.84M | 0.18% | −100.0% | Reduced |
| Pecaut & Co. | 21,381 | $1.83M | 0.59% | +418+2.0% | Added |
| Brown Advisory Inc | 21,235 | $1.81M | 0.00% | +4,694+28.4% | Added |
| Welch Group, LLC | 21,040 | $1.80M | 0.07% | +5,729+37.4% | Added |
| Richard Bernstein Advisors LLC | 20,984 | $1.79M | 0.05% | +696+3.4% | Added |
| Freestone Capital Holdings, LLC | 20,936 | $1.79M | 0.05% | +770+3.8% | Added |
| Clearstead Advisors, LLC | 20,286 | $1.73M | 0.02% | +1,659+8.9% | Added |
| Eagle Global Advisors LLC | 20,100 | $1.72M | 0.06% | 00.0% | Unchanged |
| ZEGA Investments, LLC | 19,931 | $1.70M | 0.33% | −1,678−7.8% | Reduced |
| Lifelong Wealth Advisors, Inc. | 19,595 | $1.67M | 0.45% | +6,948+54.9% | Added |
| Petix & Botte Co | 19,500 | $1.66M | 0.38% | +456+2.4% | Added |
| Leading Edge Financial Planning LLC | 19,452 | $1.66M | 0.38% | −2,113−9.8% | Reduced |
| Foronjy Financial LLC | 19,024 | $1.62M | 0.68% | +4,125+27.7% | Added |
| Diligent Investors, LLC | 19,011 | $1.62M | 0.40% | +300+1.6% | Added |
| EP Wealth Advisors, LLC | 18,979 | $1.62M | 0.01% | +18,979 | New |
| InTrack Investment Management Inc | 18,751 | $1.60M | 0.90% | −1,010−5.1% | Reduced |
| MAI Capital Management | 18,467 | $1.58M | 0.01% | −659−3.4% | Reduced |
| Paladin Wealth, LLC | 18,288 | $1.56M | 1.07% | +2,367+14.9% | Added |
| Warren Averett Asset Management, LLC | 18,128 | $1.55M | 0.01% | +1,009+5.9% | Added |
| Pathway Financial Advisors LLC | 16,965 | $1.51M | 0.19% | 00.0% | Unchanged |
| S. R. Schill & Associates | 17,600 | $1.50M | 1.06% | +280+1.6% | Added |
| Nwam LLC | 14,791 | $1.48M | 0.08% | −6,098−29.2% | Reduced |
| Kendall Capital Management | 17,245 | $1.47M | 0.31% | +536+3.2% | Added |
| Valicenti Advisory Services Inc | 17,182 | $1.47M | 0.31% | −8,138−32.1% | Reduced |
| Captrust Financial Advisors | 17,177 | $1.47M | 0.00% | −994−5.5% | Reduced |
| Caerus Investment Advisors, LLC | 16,969 | $1.45M | 0.48% | +16,969 | New |
| Curtis Wealth Management LLC | 14,474 | $1.45M | 1.26% | +14,474 | New |
| Redwood Investment Management, LLC | 16,798 | $1.43M | 0.16% | +6,454+62.4% | Added |
| Entrust Financial LLC | 16,775 | $1.43M | 1.06% | +16,775 | New |
| MidWestOne Financial Group, Inc. | 16,754 | $1.43M | 0.16% | +5,095+43.7% | Added |
| YHB Investment Advisors, Inc. | 16,731 | $1.43M | 0.10% | +3,146+23.2% | Added |