13F Insight
DOSSIER · 13F Holders · Q4 2025

WORLD GOLD TR

29 institutions still hold WORLD GOLD TR as of Q4 2025. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 98149E307·29 13F holders·last filed Dec 31, 2025
Market cap
—
13F value held
$147M
visible holders
Holders
29
filers reporting
Concentration
32.45%
ASSETMARK, INC #1
top holder share
AI Holders Summary · Q4 2025

29 institutions reported WORLD GOLD TR in Q4 2025. ASSETMARK, INC leads at 32.5% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
ASSETMARK, INC
CIK 0001344551
$48M558K0.10%Q4 202502
Austin Private Wealth, LLC
CIK 0001800328
$12M143K0.91%Q4 202503
Plum Street Advisors, LLC
CIK 0002068236
$12M128K4.10%Q1 202604
SYNOVUS FINANCIAL CORP
CIK 0000018349
$11M140K0.12%Q3 202505
AIFG Consultants Ltd.
CIK 0001988547
$9M109K16.02%Q4 202506
Main Street Financial Solutions, LLC
CIK 0001763350
$9M102K0.65%Q4 202507
Zhang Financial LLC
CIK 0001776290
$8M98K0.31%Q4 202508
Physician Wealth Advisors, Inc.
CIK 0001795173
$8M91K1.09%Q4 202509
COMERICA BANK
CIK 0000901541
$7M82K0.03%Q4 202510
PALLADIEM, LLC
CIK 0001629271
$6M76K6.15%Q4 202511
NDVR, Inc.
CIK 0002011247
$5M57K4.02%Q4 202512
Orion Portfolio Solutions, LLC
CIK 0001802647
$3M45K0.01%Q1 202513
Aspetuck Financial Management LLC
CIK 0002048608
$2M28K1.62%Q4 202514
CIBC Private Wealth Group LLC
CIK 0001298088
$2M22K0.00%Q4 202515
Alpha Cubed Investments, LLC
CIK 0001580830
$1M17K0.05%Q4 202516
Focus Partners Wealth
CIK 0001542153
$740K9K0.00%Q4 202517
Modera Wealth Management, LLC
CIK 0001542143
$692K8K0.01%Q4 202518
CENTAURUS FINANCIAL, INC.
CIK 0000891943
$692K8K0.03%Q4 202519
Bristlecone Advisors, LLC
CIK 0001671716
$688K9K0.06%Q3 202520
Safe Harbor Wealth Advisors, LLC
CIK 0002105610
$667K7K0.65%Q4 2025
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