Stock ownership · SEC 13F · Q4 2025
WORLD GOLD TR
Who owns WORLD GOLD TR (CUSIP 98149E303)? A look at the institutions behind it, how tightly they hold it, and the latest quarter's moves.
- $9.2M
- Reported value
- 9
- Institutions
- 92%
- Top-5 share
The verdict
According to SEC Form 13F-HR filings in this corpus, WORLD GOLD TR ranks #460 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders. 9 institutions report $9.2M as of Q4 2025, with ownership dominated by its top few institutional owners.
- 9
- institutions hold it
- $9.2M
- reported 13F value
- 92%
- held by top 5
- #460
- of 775 by value
Based on long positions reported to the SEC as of Q4 2025; 13F omits shorts, options and non-US holdings.
According to SEC Form 13F-HR filings in this corpus, WORLD GOLD TR ranks #460 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders.
How 13F ownership is computed · All tracked stocks · Concentration rankings
SEC Form 13F-HR ownership desk
CUSIP 98149E303 · Q4 2025 $9M reported
VALUE-LIGHT · HOLDERS-FOCUS · CONC-DOM · PHOTO-FINISH · ACTIVITY-MID · BOOK-FULL
- VALUE-LIGHT #460/775
- HOLDERS-FOCUS 9 filers
- CONC-DOM 92% top-5
- PHOTO-FINISH PERDOCEO ED
- ACTIVITY-MID 7 new
- BOOK-FULL 8Q history
Photo-finish peer on reported value: PERDOCEO ED CORP
Read with: Ownership concentration guide - WORLD GOLD TR's top-five holders account for 92% of reported value — read concentration before treating any single filer as a signal.
Reported-value neighbourhood · WORLD GOLD TR
Nearest tracked securities by aggregate 13F reported value, not a full corpus reprint.
Institutional ownership over time
The number of institutions reporting a WORLD GOLD TR position has risen from 2 to 9 over the last 8 quarters of 13F filings.
Top Institutional Holders
| # | Institution | Shares | Value | Share of reported |
|---|---|---|---|---|
| 1 | OakTrust Wealth Advisors, LLC | 63,124 | $5.4M | 58.4% |
| 2 | Astoria Portfolio Advisors LLC. | 19,066 | $2.0M | 21.4% |
| 3 | Anchor Investment Management, LLC | 5,949 | $508K | 5.5% |
| 4 | Bell Investment Advisors, Inc | 3,985 | $340K | 3.7% |
| 5 | ARWA LLC | 3,342 | $285K | 3.1% |
| 6 | DGS Capital Management, LLC | 3,150 | $269K | 2.9% |
| 7 | MidFirst Bank | 3,105 | $265K | 2.9% |
| 8 | TD Capital Management LLC | 1,993 | $170K | 1.8% |
| 9 | Compass Financial Services Inc | 385 | $33K | 0.4% |
Investment Discretion
SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among WORLD GOLD TR's reported holders for Q4 2025, by reported value:
Latest Quarter Activity · Q4 2025
New positions (7)
Complete exits (8)
Frequently Asked Questions
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Nationwide stocks with similar institutional value or holder count
Two 13F-derived peer sets for WORLD GOLD TR: nearest aggregate reported value and nearest institutional holder count, not catalog browse links.
Similar reported value
Nearest stocks by aggregate 13F reported value ($9.2M here).
Similar holder count
Nearest stocks by number of disclosing 13F holders (9 here).
Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.
PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.