13F Insight
DOSSIER · 13F Holders · Q4 2025

WORLD GOLD TR

14 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 98149E307·14 13F holders·last filed Dec 31, 2025
Market cap
—
13F value held
$52M
visible holders
Holders
14
filers reporting
Concentration
23.64%
Austin Private Wealth, LLC #1
top holder share
AI Holders Summary · Q4 2025

14 institutions reported WORLD GOLD TR in Q4 2025. Austin Private Wealth, LLC leads at 23.6% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Austin Private Wealth, LLC
CIK 0001800328
$12M143K0.91%Q4 202502
SYNOVUS FINANCIAL CORP
CIK 0000018349
$11M140K0.12%Q3 202503
AIFG Consultants Ltd.
CIK 0001988547
$9M109K16.02%Q4 202504
COMERICA BANK
CIK 0000901541
$7M82K0.03%Q4 202505
NDVR, Inc.
CIK 0002011247
$5M57K4.02%Q4 202506
CIBC Private Wealth Group LLC
CIK 0001298088
$2M22K0.00%Q4 202507
Signal Advisors Wealth, LLC
CIK 0002010926
$2M19K0.07%Q3 202608
Alpha Cubed Investments, LLC
CIK 0001580830
$1M17K0.05%Q4 202509
CENTAURUS FINANCIAL, INC.
CIK 0000891943
$692K8K0.03%Q4 202510
Bristlecone Advisors, LLC
CIK 0001671716
$688K9K0.06%Q3 202511
Safe Harbor Wealth Advisors, LLC
CIK 0002105610
$667K7K0.65%Q4 202512
High Falls Advisors, Inc
CIK 0001569139
$595K7K0.12%Q4 202513
ORG Partners LLC
CIK 0001979372
$30K3530.01%Q4 202514
PNC FINANCIAL SERVICES GROUP, INC.
CIK 0000713676
$6K690.00%Q4 2025