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 |
|---|---|---|---|---|---|
| Betterment LLC | 9,133 | $780.0K | 0.00% | +9,133 | New |
| BCM Advisors, LLC | 7,854 | $774.5K | 0.15% | +7,854 | New |
| Wealth Alliance | 9,052 | $772.8K | 0.08% | +5,689+169.2% | Added |
| Summit Financial, LLC | 9,036 | $771.4K | 0.01% | −6,554−42.0% | Reduced |
| Signet Financial Management, LLC | 9,031 | $771.0K | 0.09% | +379+4.4% | Added |
| Norden Group LLC | 9,030 | $770.9K | 0.08% | −12,737−58.5% | Reduced |
| Wedbush Securities Inc | 8,936 | $763.0K | 0.02% | −35−0.4% | Reduced |
| Shepherd Financial Partners LLC | 8,920 | $761.5K | 0.07% | +209+2.4% | Added |
| XML Financial, LLC | 8,861 | $756.5K | 0.06% | +8,861 | New |
| Proficio Capital Partners LLC | 8,685 | $741.4K | 0.05% | +8,685 | New |
| Colony Group, LLC | 8,669 | $740.1K | 0.00% | +8,669 | New |
| Tokio Marine Asset Management Co Ltd | 8,600 | $734.2K | 0.03% | −2,200−20.4% | Reduced |
| Beacon Financial Advisory LLC | 8,522 | $727.5K | 0.17% | +44+0.5% | Added |
| Alesco Advisors LLC | 8,470 | $723.1K | 0.02% | 00.0% | Unchanged |
| Crews Bank & Trust | 8,450 | $721.4K | 0.10% | +175+2.1% | Added |
| Denver Wealth Management, Inc. | 8,421 | $718.9K | 0.25% | +680+8.8% | Added |
| Motiv8 Investments LLC | 8,415 | $718.0K | 0.39% | +823+10.8% | Added |
| XY Planning Network, Inc. | 8,340 | $712.0K | 0.12% | +3,350+67.1% | Added |
| RMR Wealth Builders | 8,323 | $710.5K | 0.06% | +1,707+25.8% | Added |
| Fundamentun, LLC | 8,162 | $696.8K | 0.03% | 00.0% | Unchanged |
| Alpha Financial Partners, LLC | 8,160 | $696.6K | 0.43% | −535−6.2% | Reduced |
| SOL Capital Management CO | 8,150 | $696.0K | 0.06% | +8,150 | New |
| Hobbs Wealth Management, LLC | 8,131 | $694.1K | 0.68% | +673+9.0% | Added |
| Modera Wealth Management, LLC | 8,106 | $692.0K | 0.01% | +315+4.0% | Added |
| Centaurus Financial, Inc. | 8,106 | $692.0K | 0.03% | +3,004+58.9% | Added |
| Concurrent Investment Advisors, LLC | 8,051 | $687.3K | 0.01% | +1,390+20.9% | Added |
| MKT Advisors LLC | 7,799 | $686.3K | 0.23% | +495+6.8% | Added |
| United Capital Financial Advisers, LLC | 7,977 | $681.0K | 0.00% | +5,208+188.1% | Added |
| ArborFi Advisors, LLC | 7,946 | $678.4K | 0.55% | −353−4.3% | Reduced |
| Savant Capital, LLC | 7,900 | $674.4K | 0.00% | +966+13.9% | Added |
| Stonebridge Financial Group, LLC | 7,893 | $673.8K | 0.06% | +4,662+144.3% | Added |
| Safe Harbor Wealth Advisors, LLC | 6,861 | $667.2K | 0.65% | +6,861 | New |
| Mather Group, LLC. | 7,780 | $664.2K | 0.01% | −939−10.8% | Reduced |
| Catalina Capital Group, LLC | 7,777 | $663.9K | 0.41% | +1,286+19.8% | Added |
| Integrity Advisory Solutions, LLC | 7,748 | $661.4K | 0.10% | +3,589+86.3% | Added |
| Firethorn Wealth Partners, LLC | 7,661 | $654.0K | 0.24% | −854−10.0% | Reduced |
| Dynamic Advisor Solutions LLC | 7,614 | $650.0K | 0.02% | −285−3.6% | Reduced |
| Intrua Financial, LLC | 7,606 | $649.3K | 0.07% | +325+4.5% | Added |
| Appleton Partners Inc | 7,601 | $649.0K | 0.04% | +402+5.6% | Added |
| RDA Financial Network | 7,594 | $648.3K | 0.16% | −80−1.0% | Reduced |
| Latitude Advisors, LLC | 7,582 | $647.3K | 0.28% | +7,582 | New |
| Clear Creek Financial Management, LLC | 7,406 | $632.3K | 0.05% | +1,439+24.1% | Added |
| Pensionmark Financial Group, LLC | 7,210 | $615.5K | 0.01% | +7,210 | New |
| Advisors Capital Management, LLC | 7,159 | $611.2K | 0.01% | −123−1.7% | Reduced |
| Flputnam Investment Management Co | 7,156 | $610.9K | 0.01% | −122−1.7% | Reduced |
| Oakmont Advisory Group, LLC | 7,001 | $597.7K | 0.64% | +7,001 | New |
| Miller Global Investments, LLC | 6,994 | $597.1K | 0.54% | +6,994 | New |
| Tactive Advisors, LLC | 6,972 | $595.2K | 0.17% | −602−7.9% | Reduced |
| High Falls Advisors, Inc | 6,968 | $594.9K | 0.12% | +367+5.6% | Added |
| Sutton Place Investors LLC | 6,899 | $589.0K | 0.32% | −601−8.0% | Reduced |
| Eldridge Investment Advisors, Inc. | 6,862 | $585.8K | 0.13% | +1,480+27.5% | Added |
| Fiscal Wisdom Wealth Management, LLC | 6,848 | $584.6K | 0.55% | +1,009+17.3% | Added |
| Financial Network Wealth Advisors LLC | 6,827 | $582.8K | 0.61% | −8,777−56.2% | Reduced |
| Private Trust Co NA | 6,790 | $579.7K | 0.05% | +280+4.3% | Added |
| Able Wealth Management LLC | 6,703 | $572.2K | 0.18% | +2,001+42.6% | Added |
| Hamilton Capital, LLC | 6,674 | $569.8K | 0.03% | +6,674 | New |
| Insigneo Advisory Services, LLC | 6,587 | $562.3K | 0.04% | +914+16.1% | Added |
| Standard Life Aberdeen plc | 6,561 | $560.1K | 0.00% | +6,561 | New |
| Millstone Evans Group, LLC | 6,499 | $554.8K | 0.33% | +3,822+142.8% | Added |
| Spectrum Planning & Advisory Services Inc. | 6,363 | $543.2K | 0.28% | +70+1.1% | Added |
| Sentinel Trust Co Lba | 6,355 | $543.0K | 0.05% | +6,355 | New |
| Roman Butler Fullerton & Co | 5,560 | $541.1K | 0.14% | −395−6.6% | Reduced |
| Decker Wealth Management LLC | 6,335 | $540.8K | 0.12% | +6,335 | New |
| King Wealth | 6,301 | $538.0K | 0.06% | +6,301 | New |
| Fortis Capital Advisors, LLC | 6,264 | $534.8K | 0.08% | +86+1.4% | Added |
| Weil Company, Inc. | 6,248 | $533.4K | 0.12% | 00.0% | Unchanged |
| Principal Securities, Inc. | 6,217 | $530.7K | 0.01% | −3,236−34.2% | Reduced |
| Ares Financial Consulting, LLC | 6,142 | $524.3K | 0.50% | +6,142 | New |
| MBE Wealth Management, LLC | 6,120 | $522.5K | 0.22% | −650−9.6% | Reduced |
| Sound View Wealth Advisors Group, LLC | 6,105 | $521.2K | 0.03% | 00.0% | Unchanged |
| Souders Financial Advisors | 6,010 | $513.1K | 0.06% | +6,010 | New |
| Bauman Advisory Group, LLC | 5,997 | $512.0K | 0.41% | +5,997 | New |
| Selective Wealth Management, Inc. | 5,602 | $510.5K | 0.16% | +491+9.6% | Added |
| Etesian Wealth Advisors, Inc. | 5,978 | $510.3K | 0.16% | 00.0% | Unchanged |
| Diversify Wealth Management, LLC | 5,619 | $510.0K | 0.02% | −1,112−16.5% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 5,959 | $508.7K | 0.06% | +5,959 | New |
| Investor's Fiduciary Advisor Network, LLC | 5,952 | $508.0K | 0.11% | +57+1.0% | Added |
| Anchor Investment Management, LLC | 5,949 | $507.9K | 0.04% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 5,923 | $505.6K | 0.02% | +5,923 | New |
| Redhawk Wealth Advisors, Inc. | 5,910 | $504.5K | 0.06% | 00.0% | Unchanged |
| Kohmann Bosshard Financial Services, LLC | 5,839 | $498.5K | 0.04% | +625+12.0% | Added |
| Howard Bailey Securities, LLC | 5,822 | $497.1K | 0.20% | +5,822 | New |
| Renaissance Technologies LLC | 5,800 | $495.1K | 0.00% | −206,100−97.3% | Reduced |
| Triad Wealth Partners, LLC | 5,741 | $490.1K | 0.05% | +1,020+21.6% | Added |
| Axxcess Wealth Management, LLC | 5,723 | $488.6K | 0.01% | −2,145−27.3% | Reduced |
| Harbor Capital Advisors, Inc. | 5,685 | $485.0K | 0.04% | +5,685 | New |
| Global View Capital Management LLC | 5,647 | $482.1K | 0.09% | −1,193−17.4% | Reduced |
| K2 Financial Inc. | 5,430 | $481.0K | 0.37% | −6,399−54.1% | Reduced |
| Annex Advisory Services, LLC | 5,599 | $478.0K | 0.01% | +5,599 | New |
| Oceanside Advisors LLC | 5,596 | $477.7K | 0.29% | −792−12.4% | Reduced |
| McAdam, LLC | 5,579 | $476.3K | 0.02% | −5−0.1% | Reduced |
| Almanack Investment Partners, LLC. | 5,505 | $470.0K | 0.08% | −630−10.3% | Reduced |
| First National Trust Co | 5,502 | $469.7K | 0.02% | +944+20.7% | Added |
| ShoreHaven Wealth Partners, LLC | 5,450 | $465.3K | 0.17% | 00.0% | Unchanged |
| Emergent Wealth Advisors, LLC | 5,439 | $464.3K | 0.26% | +736+15.6% | Added |
| Range Financial Group LLC | 5,345 | $456.3K | 0.16% | +2,600+94.7% | Added |
| Washington Trust Co | 5,343 | $456.1K | 0.01% | +270+5.3% | Added |
| Richards, Merrill & Peterson, Inc. | 5,340 | $455.9K | 0.17% | +1,440+36.9% | Added |
| HM Payson & Co | 5,250 | $448.2K | 0.01% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 5,228 | $446.3K | 0.01% | +1,194+29.6% | Added |