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 |
|---|---|---|---|---|---|
| HB Wealth Management, LLC | 5,205 | $444.4K | 0.00% | +823+18.8% | Added |
| Sowell Financial Services LLC | 5,142 | $439.0K | 0.02% | −230−4.3% | Reduced |
| Capstone Financial Advisors, Inc. | 5,139 | $438.7K | 0.02% | −328−6.0% | Reduced |
| Silverlake Wealth Management LLC | 5,138 | $438.6K | 0.10% | +673+15.1% | Added |
| GWN Securities Inc. | 5,036 | $429.9K | 0.09% | +588+13.2% | Added |
| Spire Wealth Management | 5,035 | $429.8K | 0.01% | −14−0.3% | Reduced |
| Family Wealth Group, LLC | 5,034 | $429.8K | 0.27% | +505+11.2% | Added |
| Range Advisory, LLC | 5,014 | $428.0K | 0.11% | +5,014 | New |
| Absolute Capital Management, LLC | 4,956 | $423.1K | 0.15% | +112+2.3% | Added |
| Maripau Wealth Management LLC | 4,955 | $423.0K | 0.19% | +490+11.0% | Added |
| Vermillion Wealth Management, Inc. | 4,942 | $421.9K | 0.17% | 00.0% | Unchanged |
| BKA Wealth Consulting, Inc. | 4,931 | $421.0K | 0.35% | +30+0.6% | Added |
| Pacific Capital Wealth Advisors, Inc | 4,919 | $419.9K | 0.07% | +1,789+57.2% | Added |
| OneAscent Financial Services LLC | 4,842 | $413.4K | 0.04% | +1,625+50.5% | Added |
| Thoroughbred Financial Services, LLC | 4,756 | $406.0K | 0.02% | +470+11.0% | Added |
| Csenge Advisory Group | 4,720 | $402.9K | 0.02% | −2,845−37.6% | Reduced |
| Aegis Wealth Management LLC | 4,698 | $401.1K | 0.23% | +96+2.1% | Added |
| Gibbs Wealth Management | 4,486 | $400.3K | 0.10% | −7,184−61.6% | Reduced |
| Hickory Point Bank & Trust | 4,685 | $400.0K | 0.29% | +685+17.1% | Added |
| Regions Financial Corp | 4,678 | $399.4K | 0.00% | −51−1.1% | Reduced |
| Perigon Wealth Management, LLC | 4,577 | $390.7K | 0.01% | −1,160−20.2% | Reduced |
| Clifford Group, LLC | 4,563 | $389.5K | 0.30% | +65+1.4% | Added |
| Total Clarity Wealth Management, Inc. | 4,538 | $387.4K | 0.09% | +806+21.6% | Added |
| AlTi Global, Inc. | 4,518 | $385.7K | 0.01% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 4,446 | $379.6K | 0.03% | −267−5.7% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 4,424 | $377.7K | 0.01% | +1,565+54.7% | Added |
| Brookwood Investment Group LLC | 4,381 | $374.0K | 0.05% | +4,381 | New |
| Greenwich Wealth Management LLC | 4,378 | $374.0K | 0.02% | +959+28.0% | Added |
| Willis Johnson & Associates, Inc. | 4,374 | $373.4K | 0.02% | −3,717−45.9% | Reduced |
| Net Worth Advisory Group | 4,357 | $372.0K | 0.08% | +1,661+61.6% | Added |
| Wealthgarden F.S. LLC | 3,688 | $369.0K | 0.24% | +15+0.4% | Added |
| Tableaux LLC | 4,316 | $367.2K | 0.26% | −3,744−46.5% | Reduced |
| Corecam Pte. Ltd. | 4,270 | $364.5K | 0.19% | +4,270 | New |
| Novem Group | 4,236 | $361.6K | 0.04% | +721+20.5% | Added |
| Lee Financial Co | 4,220 | $360.3K | 0.05% | −768−15.4% | Reduced |
| Greenleaf Trust | 4,204 | $358.9K | 0.00% | −42−1.0% | Reduced |
| Meredith Wealth Planning | 4,197 | $358.3K | 0.11% | +152+3.8% | Added |
| Beacon Financial Group | 4,159 | $355.1K | 0.04% | +1,259+43.4% | Added |
| Guidance Point Advisors, LLC | 4,122 | $351.9K | 0.08% | +4,122 | New |
| Access Investment Management LLC | 4,600 | $351.7K | 0.09% | 00.0% | Unchanged |
| Noesis Capital Mangement Corp | 4,055 | $346.2K | 0.05% | 00.0% | Unchanged |
| Livet Wealth, LLC | 4,040 | $344.9K | 0.21% | +4,040 | New |
| Heritage Family Offices, LLP | 4,009 | $342.2K | 0.16% | +4,009 | New |
| Vontobel Holding Ltd. | 4,000 | $341.5K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 3,985 | $340.2K | 0.05% | 00.0% | Unchanged |
| First Heartland Consultants, Inc. | 3,956 | $337.7K | 0.03% | −174−4.2% | Reduced |
| Laurel Oak Wealth Management, LLC | 3,951 | $337.3K | 0.06% | +3,951 | New |
| Verdence Capital Advisors LLC | 3,950 | $337.2K | 0.02% | −500−11.2% | Reduced |
| Meeder Advisory Services, Inc. | 3,948 | $337.0K | 0.01% | +3,948 | New |
| Balance Wealth, LLC | 3,904 | $333.3K | 0.11% | −3,861−49.7% | Reduced |
| Entruity Wealth, LLC | 3,900 | $332.9K | 0.24% | −87−2.2% | Reduced |
| Modern Wealth Management, LLC | 3,866 | $330.0K | 0.01% | −3,513−47.6% | Reduced |
| Prospera Financial Services Inc | 3,849 | $328.6K | 0.01% | +236+6.5% | Added |
| Aspiriant, LLC | 3,837 | $327.6K | 0.01% | +3,837 | New |
| Resurgent Financial Advisors LLC | 3,822 | $326.3K | 0.16% | +145+3.9% | Added |
| Iron Financial, LLC | 3,811 | $325.3K | 0.15% | +92+2.5% | Added |
| Kaizen Financial Strategies | 3,780 | $322.7K | 0.14% | +81+2.2% | Added |
| Oregon Pacific Wealth Management, LLC | 3,776 | $322.4K | 0.33% | −2,369−38.6% | Reduced |
| Asempa Wealth Advisors | 3,767 | $321.6K | 0.28% | +3,767 | New |
| Equita Financial Network, Inc. | 3,755 | $320.6K | 0.10% | +3,755 | New |
| LongView Wealth Management | 3,524 | $320.3K | 0.08% | +85+2.5% | Added |
| Paragon Advisors, LLC | 3,738 | $319.1K | 0.09% | 00.0% | Unchanged |
| Woodmont Investment Counsel LLC | 3,734 | $318.8K | 0.02% | 00.0% | Unchanged |
| Blue Water Asset Management | 3,696 | $315.5K | 0.11% | +3,696 | New |
| Genesis Private Wealth, LLC | 3,687 | $314.8K | 0.10% | +377+11.4% | Added |
| Mosaic Family Wealth Partners, LLC | 3,586 | $306.1K | 0.03% | −821−18.6% | Reduced |
| SRS Capital Advisors, Inc. | 3,561 | $306.0K | 0.01% | +1,851+108.2% | Added |
| Barnett & Company, Inc. | 3,560 | $303.9K | 0.24% | 00.0% | Unchanged |
| Armstrong, Fleming & Moore, Inc | 3,560 | $303.9K | 0.14% | 00.0% | Unchanged |
| Stonebrook Private Inc. | 3,525 | $300.9K | 0.06% | +206+6.2% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 3,500 | $298.8K | 0.08% | +500+16.7% | Added |
| Resources Investment Advisors, LLC. | 3,431 | $292.9K | 0.00% | +3,431 | New |
| Caliber Wealth Management, LLC | 3,385 | $289.0K | 0.03% | +3,385 | New |
| Tranquility Partners, LLC | 3,383 | $288.8K | 0.10% | 00.0% | Unchanged |
| Facet Wealth, Inc. | 2,692 | $286.5K | 0.01% | +2,692 | New |
| Carnegie Capital Asset Management, LLC | 3,350 | $286.0K | 0.01% | +3,350 | New |
| Arwa LLC | 3,342 | $285.3K | 0.17% | +3,342 | New |
| Briggs Wealth Management, Inc | 3,328 | $284.1K | 0.31% | +3,328 | New |
| Great Lakes Retirement, Inc. | 3,309 | $282.5K | 0.03% | +3,309 | New |
| Regal Investment Advisors LLC | 3,308 | $282.4K | 0.02% | +3,308 | New |
| Professional Financial Advisors, LLC | 3,305 | $282.1K | 0.06% | −10−0.3% | Reduced |
| Tfo-TDC, LLC | 3,300 | $281.7K | 0.04% | +3,300 | New |
| Estate Planners Group, LLC | 3,261 | $278.4K | 0.12% | +3,261 | New |
| Mma Asset Management LLC | 3,240 | $276.6K | 0.10% | +1,134+53.8% | Added |
| Fulcrum Equity Management | 3,233 | $276.0K | 0.26% | −469−12.7% | Reduced |
| LifeWealth Investments, LLC | 3,233 | $276.0K | 0.09% | +3,233 | New |
| Strategic Wealth Partners, Ltd. | 3,223 | $275.1K | 0.02% | +2,188+211.4% | Added |
| International Private Wealth Advisors LLC | 3,208 | $273.9K | 0.17% | −310−8.8% | Reduced |
| Bank of Montreal | 3,186 | $273.7K | 0.00% | −117−3.5% | Reduced |
| Endeavor Private Wealth, Inc. | 3,201 | $273.3K | 0.08% | +3,201 | New |
| DGS Capital Management, LLC | 3,150 | $268.9K | 0.05% | 00.0% | Unchanged |
| Bouchey Financial Group Ltd | 3,146 | $268.6K | 0.02% | 00.0% | Unchanged |
| Sharkey, Howes & Javer | 3,140 | $268.1K | 0.03% | +3,140 | New |
| Indivisible Partners | 3,133 | $267.5K | 0.03% | +3,133 | New |
| Painted Porch Advisors LLC | 3,128 | $267.0K | 0.11% | +71+2.3% | Added |
| MidFirst Bank | 3,105 | $265.1K | 0.02% | +3,105 | New |
| Flatrock Wealth Partners LLC | 3,080 | $262.9K | 0.13% | +3,080 | New |
| N.E.W. Advisory Services LLC | 3,075 | $262.5K | 0.02% | −157−4.9% | Reduced |
| Refined Wealth Management | 3,072 | $262.3K | 0.18% | 00.0% | Unchanged |
| Manhattan West Asset Management, LLC | 3,072 | $262.3K | 0.05% | 00.0% | Unchanged |