World Gold Trust (GLDM) Return on Assets [ROA] (2024 - 2026)
World Gold Trust's Return on Assets [ROA] was 10.94% in fiscal Q3 2026 (quarter ended Jun 30, 2026), down 13.50 percentage points from 24.44% a year earlier and down 17.54 percentage points from the prior quarter.
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Analysis
World Gold Trust (GLDM) Return on Assets [ROA] (2024 - 2026) Analysis & Trends
For FY2025 (ended Sep 30, 2025), Return on Assets [ROA] at World Gold Trust came in at 35.37%, up 2.94 percentage points from FY2024.
- In earlier fiscal years, Return on Assets [ROA] was 32.44% in FY2024 (+22.00 pp) and 10.43% in FY2023.
- The fiscal Q3 2026 figure marks the lowest quarterly Return on Assets [ROA] in data going back to fiscal Q4 2024.
- Compared with a year earlier, Return on Assets [ROA] was higher in two of the last four quarters, with an average year-over-year change of +0.50 percentage points.
- Per Business Quant data, GLDM's Return on Assets [ROA] in the three fiscal quarters before Q3 2026 was 28.48% (Q2 2026), 34.96% (Q1 2026) and 29.06% (Q4 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROA (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 182.87 Bn | 125.39 Bn | - | 4.25% |
| 2 | Spdr Gold Trust | 134.86 Bn | -423.14 Bn | - | 16.25% |
| 3 | Blackstone | 95.90 Bn | 85.88 Bn | - | 13.90% |
| 4 | Brookfield | 93.15 Bn | -90.16 Bn | - | 0.71% |
| 5 | Kkr | 86.07 Bn | 6.21 Bn | - | 1.33% |
| 6 | Brookfield Asset Management | 83.86 Bn | 78.67 Bn | - | 16.12% |
| 7 | Apollo Global Management | 70.35 Bn | -15.81 Bn | 4.14 Bn | 0.14% |
| 8 | Wheaton Precious Metals | 61.62 Bn | 57.04 Bn | 687.86 Mn | 18.53% |
| 9 | Franco Nevada | 49.09 Bn | 46.46 Bn | 451.00 Mn | 16.68% |
| 10 | World Gold Trust | 27.28 Bn | -75.78 Bn | - | 10.94% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 10.94% |
| Mar 31, 2026 | 28.48% |
| Dec 31, 2025 | 34.96% |
| Sep 30, 2025 | 29.06% |
| Jun 30, 2025 | 24.44% |
| Mar 31, 2025 | 28.48% |
| Dec 31, 2024 | 19.27% |
| Sep 30, 2024 | 29.27% |
API Access
World Gold Trust Return on Assets [ROA] API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=return-on-assets-%5Broa%5D&ticker=GLDM&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-assets-[roa]", "ticker": "GLDM", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=return-on-assets-%5Broa%5D&ticker=GLDM&period=max&api_key=YOUR_API_KEY");
const data = await res.json();