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 |
|---|---|---|---|---|---|
| Alpha Cubed Investments, LLC | 16,701 | $1.43M | 0.05% | +650+4.0% | Added |
| Wealthcare Capital Partners, LLC | 16,601 | $1.42M | 0.66% | +4,332+35.3% | Added |
| Advisor Resource Council | 15,344 | $1.41M | 0.50% | +15,344 | New |
| Advyzon Investment Management, LLC | 16,277 | $1.39M | 0.16% | −281−1.7% | Reduced |
| WealthPoint Financial, LLC | 16,141 | $1.38M | 1.20% | +16,141 | New |
| Continuum Advisory, LLC | 16,061 | $1.37M | 0.14% | −1,078−6.3% | Reduced |
| Copia Wealth Management | 16,061 | $1.37M | 0.98% | +1,134+7.6% | Added |
| Wallace Advisory Group, LLC | 15,993 | $1.37M | 1.43% | −19,757−55.3% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 13,504 | $1.36M | 0.19% | +727+5.7% | Added |
| Integrated Wealth Concepts LLC | 15,852 | $1.35M | 0.02% | +1,513+10.6% | Added |
| FRG Family Wealth Advisors LLC | 15,655 | $1.34M | 0.21% | +15,655 | New |
| Cullen/Frost Bankers, Inc. | 15,647 | $1.34M | 0.01% | +1,707+12.2% | Added |
| Smartleaf Asset Management LLC | 15,540 | $1.33M | 0.05% | +2,988+23.8% | Added |
| Kera Capital Partners, Inc. | 13,822 | $1.33M | 0.16% | +13,822 | New |
| WealthPLAN Partners, LLC | 15,412 | $1.32M | 0.20% | +796+5.4% | Added |
| Capital Management Associates, Inc | 15,247 | $1.30M | 0.29% | +592+4.0% | Added |
| First Financial Bank - Trust Division | 15,176 | $1.30M | 0.11% | 00.0% | Unchanged |
| Capital Analysts, LLC | 15,169 | $1.29M | 0.04% | +336+2.3% | Added |
| Frederick Financial Consultants, LLC | 15,035 | $1.28M | 0.70% | +758+5.3% | Added |
| CX Institutional | 14,996 | $1.28M | 0.04% | −2,415−13.9% | Reduced |
| Tocqueville Asset Management L.P. | 14,910 | $1.27M | 0.02% | −4,225−22.1% | Reduced |
| M1 Capital Management LLC | 14,778 | $1.26M | 0.53% | +875+6.3% | Added |
| Silver Oak Securities, Inc | 14,655 | $1.26M | 0.09% | −64−0.4% | Reduced |
| Mattson Financial Services, LLC | 14,589 | $1.25M | 0.29% | −1,237−7.8% | Reduced |
| Matrix Trust Co | 14,558 | $1.24M | 0.21% | −24,274−62.5% | Reduced |
| Interchange Capital Partners, LLC | 14,485 | $1.24M | 0.23% | +2,422+20.1% | Added |
| SHP Wealth Management | 14,346 | $1.22M | 0.10% | +14,346 | New |
| CIBC World Markets Inc. | 14,222 | $1.21M | 0.00% | +2,185+18.2% | Added |
| U.S. Capital Wealth Advisors, LLC | 14,147 | $1.21M | 0.03% | +112+0.8% | Added |
| Valtinson Bruner Financial Planning LLC | 14,122 | $1.21M | 0.35% | +435+3.2% | Added |
| Clark Asset Management, LLC | 14,062 | $1.20M | 0.12% | +235+1.7% | Added |
| Waterloo Capital, L.P. | 14,003 | $1.20M | 0.09% | +121+0.9% | Added |
| Patriot Financial Group Insurance Agency, LLC | 13,779 | $1.18M | 0.14% | +1,066+8.4% | Added |
| Central Trust Co | 13,559 | $1.16M | 0.02% | −904−6.3% | Reduced |
| Fort Washington Investment Advisors Inc | 13,444 | $1.15M | 0.01% | +7,324+119.7% | Added |
| Hopwood Nicholas Hunter | 13,388 | $1.14M | 0.37% | +13,388 | New |
| Meridian Wealth Management, LLC | 13,382 | $1.14M | 0.04% | +2,654+24.7% | Added |
| Gambit Capital Management, LLC | 13,348 | $1.14M | 0.82% | +13,348 | New |
| Atomi Financial Group, Inc. | 13,266 | $1.13M | 0.03% | +137+1.0% | Added |
| Ausdal Financial Partners, Inc. | 13,213 | $1.13M | 0.05% | −1,606−10.8% | Reduced |
| Auour Investments LLC | 13,156 | $1.12M | 0.36% | −2,091−13.7% | Reduced |
| Quantify Chaos Advisors, LLC | 13,143 | $1.12M | 3.40% | +13,143 | New |
| Signal Advisors Wealth, LLC | 13,123 | $1.12M | 0.09% | +2,081+18.8% | Added |
| HBW Advisory Services LLC | 13,065 | $1.12M | 0.12% | −12−0.1% | Reduced |
| Caldwell Trust Co | 13,063 | $1.12M | 0.10% | −3,808−22.6% | Reduced |
| Advisory Alpha, LLC | 13,016 | $1.11M | 0.03% | −2,562−16.4% | Reduced |
| Cassilly Financial Group LLC | 12,965 | $1.11M | 0.98% | +12,965 | New |
| A4 Wealth Advisors LLC | 12,820 | $1.09M | 0.95% | −4,392−25.5% | Reduced |
| Johnson Financial Group, Inc. | 12,674 | $1.08M | 0.04% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 13,956 | $1.07M | 0.16% | −4,956−26.2% | Reduced |
| MSH Capital Advisors LLC | 12,258 | $1.05M | 0.22% | +547+4.7% | Added |
| FMR LLC | 12,139 | $1.04M | 0.00% | +1,164+10.6% | Added |
| CacheTech Inc. | 12,113 | $1.03M | 0.19% | +12,113 | New |
| Michael B. Yongue | 12,080 | $1.03M | 0.71% | 00.0% | Unchanged |
| Sovereign Financial Group, Inc. | 11,970 | $1.02M | 0.18% | −848−6.6% | Reduced |
| SVRN Asset Management, LLC | 11,947 | $1.02M | 0.84% | +11,947 | New |
| HighPoint Advisor Group LLC | 11,859 | $1.01M | 0.02% | +11,859 | New |
| Avidian Wealth Solutions, LLC | 11,811 | $1.01M | 0.04% | −2,490−17.4% | Reduced |
| Marshall & Sterling Wealth Advisors Inc. | 11,783 | $1.01M | 0.66% | −1,564−11.7% | Reduced |
| Parallel Advisors, LLC | 11,464 | $978.7K | 0.02% | −2,633−18.7% | Reduced |
| Quantinno Capital Management LP | 11,338 | $967.9K | 0.00% | +11,338 | New |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 11,297 | $964.4K | 0.06% | +1,834+19.4% | Added |
| Ancora Advisors, LLC | 11,204 | $956.5K | 0.02% | +950+9.3% | Added |
| JBR Co Financial Management Inc | 11,190 | $955.3K | 0.40% | +11,190 | New |
| Belpointe Asset Management LLC | 11,132 | $950.4K | 0.03% | −1,117−9.1% | Reduced |
| Acorn Wealth Advisors, LLC | 11,127 | $949.9K | 0.28% | −8−0.1% | Reduced |
| HSBC Holdings PLC | 11,033 | $941.9K | 0.00% | 00.0% | Unchanged |
| Tempus Wealth Planning, LLC | 11,004 | $939.4K | 0.22% | +483+4.6% | Added |
| Triumph Capital Management | 10,682 | $911.9K | 0.20% | +41+0.4% | Added |
| Kovack Advisors, Inc. | 10,677 | $911.5K | 0.04% | +10,677 | New |
| Saxony Capital Management, LLC | 10,576 | $902.9K | 0.55% | +10,576 | New |
| Clearview Wealth Advisors LLC | 10,572 | $902.5K | 0.57% | +3,030+40.2% | Added |
| BlackRock, Inc. | 10,554 | $901.0K | 0.00% | −116−1.1% | Reduced |
| Creative Financial Designs Inc | 10,457 | $892.7K | 0.06% | +1,012+10.7% | Added |
| Keudell/Morrison Wealth Management | 10,442 | $891.4K | 0.19% | +10,442 | New |
| Destiny Capital Corp | 10,388 | $886.8K | 0.46% | −1,867−15.2% | Reduced |
| Fisher Asset Management, LLC | 10,351 | $883.7K | 0.00% | +7,725+294.2% | Added |
| Sheets Smith Wealth Management | 10,283 | $877.9K | 0.10% | −875−7.8% | Reduced |
| Prosperity Consulting Group, LLC | 10,273 | $877.0K | 0.04% | −14,493−58.5% | Reduced |
| Wedmont Private Capital | 9,915 | $873.6K | 0.03% | 00.0% | Unchanged |
| JT Stratford LLC | 10,187 | $869.7K | 0.11% | −324−3.1% | Reduced |
| Verus Capital Partners, LLC | 10,046 | $857.6K | 0.06% | +111+1.1% | Added |
| Total Investment Management Inc | 10,044 | $857.5K | 0.11% | 00.0% | Unchanged |
| Focused Alpha, LLC | 10,040 | $857.1K | 0.25% | +10,040 | New |
| Strategic Blueprint, LLC | 10,006 | $854.2K | 0.05% | +1,417+16.5% | Added |
| Savvy Advisors, Inc. | 71,234 | $849.4K | 0.03% | +66,408+1,376.0% | Added |
| Sigma Planning Corp | 9,877 | $843.2K | 0.02% | −395−3.8% | Reduced |
| Daymark Wealth Partners, LLC | 9,820 | $838.3K | 0.03% | +9,820 | New |
| Integrated Wealth Management | 9,783 | $835.2K | 0.94% | +9,783 | New |
| Gen-Wealth Partners Inc | 9,704 | $828.4K | 0.27% | +2,076+27.2% | Added |
| OMNI 360 Wealth, Inc. | 9,000 | $825.4K | 0.42% | +2,592+40.4% | Added |
| WealthTrak Capital Management LLC | 9,632 | $822.3K | 0.59% | +851+9.7% | Added |
| 4WEALTH Advisors, Inc. | 9,573 | $817.2K | 0.71% | +285+3.1% | Added |
| Arkadios Wealth Advisors | 9,556 | $815.8K | 0.02% | +1,208+14.5% | Added |
| Wealthcare Capital Management LLC | 9,545 | $814.9K | 0.08% | +1,441+17.8% | Added |
| Indiana Trust & Investment Management CO | 9,500 | $811.0K | 0.24% | 00.0% | Unchanged |
| Florida Financial Advisors, LLC | 9,447 | $806.5K | 0.22% | +2,834+42.9% | Added |
| Quest 10 Wealth Builders, Inc. | 9,232 | $788.1K | 0.71% | +8,937+3,029.5% | Added |
| J.W. Cole Advisors, Inc. | 9,952 | $785.1K | 0.02% | −8,118−44.9% | Reduced |
| Middleton & Co Inc | 9,151 | $781.2K | 0.08% | 00.0% | Unchanged |