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 |
|---|---|---|---|---|---|
| Costello Asset Management, INC | 404 | $34.5K | 0.01% | +100+32.9% | Added |
| SageView Advisory Group, LLC | 391 | $33.4K | 0.00% | +391 | New |
| Networth Advisors, LLC | 387 | $33.0K | 0.02% | +387 | New |
| Compass Financial Services Inc | 385 | $32.9K | 0.01% | −7,555−95.2% | Reduced |
| Root Financial Partners, LLC | 363 | $31.0K | 0.00% | +307+548.2% | Added |
| WPG Advisers, LLC | 354 | $30.2K | 0.02% | −419−54.2% | Reduced |
| ORG Partners LLC | 353 | $30.1K | 0.01% | −81−18.7% | Reduced |
| Deane Retirement Strategies, Inc. | 330 | $28.2K | 0.01% | −5−1.5% | Reduced |
| Citigroup Inc | 324 | $27.7K | 0.00% | +234+260.0% | Added |
| Godfrey Financial Associates, Inc. | 309 | $26.4K | 0.02% | +309 | New |
| Mark Sheptoff Financial Planning, LLC | 294 | $25.1K | 0.01% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 270 | $23.1K | 0.00% | +270 | New |
| City Holding Co | 270 | $23.0K | 0.00% | +270 | New |
| Cape Investment Advisory, Inc. | 268 | $22.9K | 0.01% | +60+28.8% | Added |
| Groupe la Francaise | 300 | $21.9K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 250 | $21.3K | 0.00% | −150−37.5% | Reduced |
| Optima Capital LLC | 247 | $21.1K | 0.01% | +247 | New |
| Bryn Mawr Trust Co | 236 | $20.1K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 217 | $18.5K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 199 | $17.0K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 189 | $16.1K | 0.00% | +189 | New |
| Commonwealth Retirement Investments LLC | 175 | $14.9K | 0.00% | +175 | New |
| Signaturefd, LLC | 166 | $14.2K | 0.00% | +41+32.8% | Added |
| Hantz Financial Services, Inc. | 156 | $13.0K | 0.00% | +56+56.0% | Added |
| Minot DeBlois Advisors LLC | 150 | $12.8K | 0.01% | 00.0% | Unchanged |
| South State Corp. | 150 | $12.8K | 0.00% | +150 | New |
| Colonial Trust Advisors | 150 | $12.8K | 0.00% | +150 | New |
| Bartlett & Co. Wealth Management LLC | 148 | $12.6K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | – | $11.4K | 0.00% | – | – |
| Vermillion & White Wealth Management Group, LLC | 130 | $11.1K | 0.01% | 00.0% | Unchanged |
| Hoey Investments, Inc | 128 | $10.9K | 0.00% | +128 | New |
| Tower Research Capital LLC (TRC) | 116 | $9.90K | 0.00% | +116 | New |
| Prestige Wealth Management Group LLC | 109 | $9.31K | 0.00% | +109 | New |
| Whittier Trust Co | 101 | $8.98K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 105 | $8.96K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 100 | $8.54K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 100 | $8.54K | 0.00% | +100 | New |
| Sunbelt Securities, Inc. | 98 | $8.37K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 90 | $7.68K | 0.00% | +90 | New |
| Signature Equity Partners, LLC | 87 | $7.43K | 0.00% | +87 | New |
| Cornerstone Planning Group LLC | 69 | $7.34K | 0.00% | −2,786−97.6% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 73 | $6.23K | 0.00% | +73 | New |
| First Financial Corp | 72 | $6.15K | 0.00% | −4−5.3% | Reduced |
| Strengthening Families & Communities, LLC | 72 | $6.15K | 0.00% | +72 | New |
| High Note Wealth, LLC | 70 | $5.98K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 69 | $5.89K | 0.00% | −412−85.7% | Reduced |
| Valued Wealth Advisors LLC | 61 | $5.21K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 61 | $5.21K | 0.00% | +61 | New |
| Signature Resources Capital Management, LLC | 60 | $5.12K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 55 | $4.70K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 50 | $4.27K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 49 | $4.00K | 0.00% | 00.0% | Unchanged |
| Clarity Asset Management, Inc. | 45 | $3.84K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 44 | $3.76K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 36 | $3.07K | 0.00% | +36 | New |
| Archer Investment Corp | 35 | $2.99K | 0.00% | +35 | New |
| Webster Bank, N. A. | 32 | $2.73K | 0.00% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 28 | $2.39K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 28 | $2.39K | 0.00% | +25+833.3% | Added |
| Go Invest LLC | 28 | $2.37K | 0.00% | +28 | New |
| Rossby Financial, LCC | 26 | $2.22K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 25 | $2.13K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 17 | $2.00K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 23 | $1.96K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 21 | $1.79K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 20 | $1.71K | 0.00% | +20 | New |
| Tompkins Financial Corp | 20 | $1.71K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 20 | $1.71K | 0.00% | +20 | New |
| Legacy Wealth Managment, LLC | 16 | $1.37K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 10 | $520 | 0.00% | −4−28.6% | Reduced |
| Chilton Capital Management LLC | 5 | $427 | 0.00% | +5 | New |
| Creative Capital Management Investments LLC | 4 | $341 | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 3 | $256 | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 1 | $85 | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 0 | $8 | 0.00% | 0 | Unchanged |
| Avion Wealth | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 4 | $0 | 0.00% | +4 | New |
| Mizuho Bank, Ltd. | 0 | $0 | 0.00% | −1,802,000−100.0% | Sold out |
| Manufacturers Life Insurance Company, The | 0 | $0 | 0.00% | −554,924−100.0% | Sold out |
| CI Private Wealth, LLC | 0 | $0 | 0.00% | −341,919−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −329,436−100.0% | Sold out |
| Alaska Permanent Fund Corp | 0 | $0 | 0.00% | −171,000−100.0% | Sold out |
| Sterling Investment Advisors, Ltd. | 0 | $0 | 0.00% | −136,425−100.0% | Sold out |
| Oppenheimer & Co Inc | 0 | $0 | 0.00% | −111,989−100.0% | Sold out |
| PFG Private Wealth Management, LLC | 0 | $0 | 0.00% | −94,431−100.0% | Sold out |
| Certior Financial Group, LLC | 0 | $0 | 0.00% | −78,772−100.0% | Sold out |
| Reyes Financial Architecture, Inc. | 0 | $0 | 0.00% | −60,141−100.0% | Sold out |
| Pitcairn Co | 0 | $0 | 0.00% | −55,539−100.0% | Sold out |
| Global Retirement Partners, LLC | 0 | $0 | 0.00% | −47,412−100.0% | Sold out |
| Synergy Financial Management, LLC | 0 | $0 | 0.00% | −44,038−100.0% | Sold out |
| Flow Traders U.S. LLC | 0 | $0 | 0.00% | −32,152−100.0% | Sold out |
| Cambridge Associates LLC | 0 | $0 | 0.00% | −30,631−100.0% | Sold out |
| Arcus Capital Partners, LLC | 0 | $0 | 0.00% | −26,210−100.0% | Sold out |
| Allworth Financial LP | 0 | $0 | 0.00% | −25,508−100.0% | Sold out |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −14,726−100.0% | Sold out |
| Excalibur Management Corp | 0 | $0 | 0.00% | −14,494−100.0% | Sold out |
| Summit Wealth Group LLC | 0 | $0 | 0.00% | −22,316−100.0% | Sold out |
| HORAN Wealth, LLC | 0 | $0 | 0.00% | −8,772−100.0% | Sold out |
| Brighton Jones LLC | 0 | $0 | 0.00% | −8,529−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −8,295−100.0% | Sold out |