13F Insight
DOSSIER · 13F Holders · Q4 2025

WORLD GOLD TR

16 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 98149E307·16 13F holders·last filed Dec 31, 2025
Market cap
—
13F value held
$60M
visible holders
Holders
16
filers reporting
Concentration
20.17%
Austin Private Wealth, LLC #1
top holder share
AI Holders Summary · Q4 2025

16 institutions reported WORLD GOLD TR in Q4 2025. Austin Private Wealth, LLC leads at 20.2% 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
Physician Wealth Advisors, Inc.
CIK 0001795173
$8M91K1.09%Q4 202505
COMERICA BANK
CIK 0000901541
$7M82K0.03%Q4 202506
NDVR, Inc.
CIK 0002011247
$5M57K4.02%Q4 202507
Orion Portfolio Solutions, LLC
CIK 0001802647
$3M45K0.01%Q1 202508
CIBC Private Wealth Group LLC
CIK 0001298088
$2M22K0.00%Q4 202509
Alpha Cubed Investments, LLC
CIK 0001580830
$1M17K0.05%Q4 202510
CENTAURUS FINANCIAL, INC.
CIK 0000891943
$692K8K0.03%Q4 202511
Bristlecone Advisors, LLC
CIK 0001671716
$688K9K0.06%Q3 202512
Safe Harbor Wealth Advisors, LLC
CIK 0002105610
$667K7K0.65%Q4 202513
High Falls Advisors, Inc
CIK 0001569139
$595K7K0.12%Q4 202514
ORG Partners LLC
CIK 0001979372
$30K3530.01%Q4 202515
Inspire Investing, LLC
CIK 0001670139
$7K820.00%Q2 202616
PNC FINANCIAL SERVICES GROUP, INC.
CIK 0000713676
$6K690.00%Q4 2025