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 |
|---|---|---|---|---|---|
| Invera Wealth Advisors, LLC | 3,061 | $261.3K | 0.17% | +3,061 | New |
| We Are One Seven, LLC | 3,048 | $260.2K | 0.01% | +3,048 | New |
| Cahaba Wealth Management, Inc. | 3,034 | $259.0K | 0.02% | 00.0% | Unchanged |
| National Wealth Management Group, LLC | 3,027 | $258.4K | 0.09% | +3,027 | New |
| Berkshire Asset Management LLC | 3,018 | $257.6K | 0.01% | 00.0% | Unchanged |
| Centennial Advisors, LLC | 2,992 | $255.4K | 0.33% | +2,992 | New |
| Journey Retirement Planning & Investment Management LLC | 2,991 | $255.3K | 0.05% | +2,991 | New |
| Impact Partnership Wealth, LLC | 2,990 | $255.3K | 0.03% | +289+10.7% | Added |
| HCR Wealth Advisors | 2,964 | $253.0K | 0.03% | 00.0% | Unchanged |
| Essential Partners LLC | 2,945 | $251.4K | 0.08% | −2,100−41.6% | Reduced |
| LaSalle St. Investment Advisors, LLC | 2,942 | $251.0K | 0.04% | +212+7.8% | Added |
| Brian Low Financial Group, LLC | 2,937 | $250.7K | 0.18% | +2,937 | New |
| Envestnet Portfolio Solutions, Inc. | 2,930 | $250.1K | 0.00% | −466−13.7% | Reduced |
| Steel Peak Wealth Management LLC | 2,919 | $249.2K | 0.01% | 00.0% | Unchanged |
| Foguth Wealth Management, LLC. | 2,895 | $248.2K | 0.04% | +2,895 | New |
| Richardson Capital Management LLC | 2,905 | $248.0K | 0.12% | +2,905 | New |
| Asset Allocation Strategies LLC | 2,904 | $247.9K | 0.05% | +2,904 | New |
| LFG Wealth Partners, LLC | 2,896 | $247.2K | 0.16% | +2,896 | New |
| WealthBridge Capital Management, LLC | 2,887 | $246.5K | 0.06% | +2,887 | New |
| Angeles Wealth Management, LLC | 2,881 | $246.0K | 0.01% | +2,881 | New |
| Rodgers & Associates, LTD | 2,875 | $245.4K | 0.02% | −215−7.0% | Reduced |
| Capital Squared Financial LLC | 2,875 | $245.4K | 0.19% | −75−2.5% | Reduced |
| Empirical Asset Management, LLC | 2,864 | $244.5K | 0.07% | −656−18.6% | Reduced |
| OxenFree Capital LLC | 2,840 | $242.5K | 0.13% | +2,840 | New |
| Syntegra Private Wealth Group, LLC | 2,820 | $240.7K | 0.02% | −9−0.3% | Reduced |
| Moseley Investment Management Inc | 2,815 | $240.3K | 0.07% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 2,810 | $239.8K | 0.00% | −77−2.7% | Reduced |
| Transcend Wealth Collective, LLC | 2,795 | $238.6K | 0.02% | −380−12.0% | Reduced |
| Richardson Financial Services Inc. | 2,795 | $238.5K | 0.15% | +2,795 | New |
| Mason Investment Advisory Services, Inc. | 2,774 | $236.8K | 0.01% | 00.0% | Unchanged |
| Birch Capital Management, LLC | 2,740 | $233.9K | 0.12% | 00.0% | Unchanged |
| Regimen Wealth, LLC | 2,735 | $233.5K | 0.07% | −4,494−62.2% | Reduced |
| Kingdom Financial Group LLC. | 2,733 | $233.3K | 0.07% | +2,733 | New |
| Bulwark Capital Corp | 2,687 | $229.4K | 0.16% | +973+56.8% | Added |
| Moneta Group Investment Advisors LLC | 2,675 | $228.4K | 0.00% | −23−0.9% | Reduced |
| Soundwatch Capital LLC | 2,667 | $227.7K | 0.04% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 2,572 | $226.3K | 0.02% | 00.0% | Unchanged |
| Pinnacle Family Advisors, LLC | 2,639 | $225.3K | 0.10% | +2,639 | New |
| Keel Point, LLC | 2,631 | $224.6K | 0.01% | +2,631 | New |
| Elevation Wealth Management LLC | 2,621 | $223.8K | 0.21% | +2,621 | New |
| Confluence Wealth Services, Inc. | 2,582 | $220.4K | 0.01% | −132−4.9% | Reduced |
| BCS Wealth Management | 2,582 | $220.4K | 0.02% | +2,582 | New |
| Traynor Capital Management, Inc. | 2,575 | $219.8K | 0.01% | +2,575 | New |
| Engineers Gate Manager LP | 2,556 | $218.2K | 0.00% | +2,556 | New |
| Bluesphere Advisors, LLC | 2,546 | $217.4K | 0.10% | +2,546 | New |
| Community Bank, N.A. | 2,535 | $216.4K | 0.03% | −955−27.4% | Reduced |
| Hofer & Associates. Inc | 2,489 | $212.5K | 0.11% | +2,489 | New |
| Lansing Street Advisors | 2,484 | $212.1K | 0.05% | +2,484 | New |
| FLP Wealth Management, LLC | 2,445 | $208.7K | 0.49% | +2,445 | New |
| Shrier Wealth Management, LLC | 2,427 | $207.2K | 0.08% | +2,427 | New |
| Integrated Investment Consultants, LLC | 2,420 | $206.6K | 0.04% | +2,420 | New |
| Tobias Financial Advisors, Inc. | 2,412 | $205.9K | 0.03% | +2,412 | New |
| Allen Capital Group, LLC | 2,395 | $204.5K | 0.02% | +2,395 | New |
| Sax Wealth Advisors, LLC | 2,395 | $204.5K | 0.01% | +2,395 | New |
| Jaffetilchin Investment Partners, LLC | 2,391 | $204.1K | 0.01% | +2,391 | New |
| Parkside Financial Bank & Trust | 2,384 | $203.5K | 0.02% | +854+55.8% | Added |
| Stone Point Wealth LLC | 2,374 | $202.7K | 0.05% | +2,374 | New |
| Invested Advisors | 2,371 | $202.4K | 0.21% | +2,371 | New |
| Elevated Capital Advisors, LLC | 2,287 | $195.2K | 0.05% | +2,287 | New |
| WestEnd Advisors, LLC | 2,263 | $193.2K | 0.00% | −318−12.3% | Reduced |
| First Horizon Corp | 2,246 | $191.7K | 0.01% | +990+78.8% | Added |
| Rosenberg Matthew Hamilton | 2,162 | $184.6K | 0.04% | 00.0% | Unchanged |
| Key Financial Inc | 2,147 | $183.3K | 0.03% | +1,310+156.5% | Added |
| Washington Trust Advisors, Inc. | 2,121 | $181.1K | 0.01% | −138−6.1% | Reduced |
| NBC Securities, Inc. | 2,023 | $172.7K | 0.01% | +1,462+260.6% | Added |
| TD Capital Management LLC | 1,993 | $170.1K | 0.02% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,902 | $162.4K | 0.01% | +1,338+237.2% | Added |
| Laurel Wealth Advisors LLC | 1,893 | $161.6K | 0.02% | +1,893 | New |
| BFSG, LLC | 1,877 | $160.2K | 0.02% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 1,810 | $154.5K | 0.11% | +1,805+36,100.0% | Added |
| International Assets Investment Management, LLC | 1,800 | $153.7K | 0.01% | +1,800 | New |
| Piscataqua Savings Bank | 1,791 | $152.9K | 0.11% | +1,791 | New |
| IFC & Insurance Marketing, Inc. | 1,657 | $141.0K | 0.14% | +1,657 | New |
| LGT Financial Advisors LLC | 1,623 | $138.6K | 0.85% | −74−4.4% | Reduced |
| Private Wealth Asset Management, LLC | 1,400 | $119.5K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,363 | $116.4K | 0.00% | +52+4.0% | Added |
| FWL Investment Management, LLC | 1,331 | $113.6K | 0.03% | −205−13.3% | Reduced |
| Trust Co of Vermont | 1,263 | $107.8K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 1,239 | $105.8K | 0.00% | +287+30.1% | Added |
| Gould Capital, LLC | 1,157 | $98.8K | 0.06% | +641+124.2% | Added |
| Key Capital Management, INC | 1,082 | $92.4K | 0.09% | +1,082 | New |
| Glass Jacobson Investment Advisors llc | 1,065 | $90.9K | 0.03% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 1,036 | $88.4K | 0.01% | +1,036 | New |
| Barrett & Company, Inc. | 1,020 | $87.1K | 0.03% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 993 | $84.8K | 0.01% | +411+70.6% | Added |
| Wells Financial Advisors INC | 985 | $84.1K | 0.16% | +785+392.5% | Added |
| NBT Bank N A | 977 | $77.9K | 0.01% | +9+0.9% | Added |
| Evolution Wealth Management Inc. | 830 | $70.9K | 0.06% | +340+69.4% | Added |
| Rothschild Investment LLC | 825 | $70.4K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 735 | $62.7K | 0.02% | +450+157.9% | Added |
| Sound Income Strategies, LLC | 655 | $59.4K | 0.00% | +20+3.1% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 691 | $59.0K | 0.02% | +691 | New |
| Beaird Harris Wealth Management, LLC | 662 | $56.5K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 651 | $55.6K | 0.00% | +568+684.3% | Added |
| Atlantic Trust, LLC | 586 | $50.0K | 0.01% | +586 | New |
| Colonial Trust Co | 580 | $49.5K | 0.01% | −79−12.0% | Reduced |
| Financial Management Professionals, Inc. | 520 | $44.4K | 0.00% | −75−12.6% | Reduced |
| GAMMA Investing LLC | 476 | $40.6K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 450 | $38.4K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 449 | $38.3K | 0.00% | 00.0% | Unchanged |