World Gold Trust GLDM
NYSE GLDM
$77.01 +1.39 (+1.81%)
At close: Nov 2, 2026 · 4:00 PM EST

World Gold Trust (GLDM) Return on Equity [ROE] (2024 - 2026)

Updated

World Gold Trust's Return on Equity [ROE] was 10.95% in fiscal Q3 2026 (quarter ended Jun 30, 2026), down 13.49 percentage points from 24.44% a year earlier and down 17.53 percentage points from the prior quarter.

Analysis

World Gold Trust (GLDM) Return on Equity [ROE] (2024 - 2026) Analysis & Trends

For FY2025 (ended Sep 30, 2025), Return on Equity [ROE] at World Gold Trust came in at 35.44%, up 2.85 percentage points from FY2024.

  • In earlier fiscal years, Return on Equity [ROE] was 32.58% in FY2024 (+22.08 pp) and 10.50% in FY2023.
  • The fiscal Q3 2026 figure marks the lowest quarterly Return on Equity [ROE] in data going back to fiscal Q4 2024.
  • Compared with a year earlier, Return on Equity [ROE] was higher in two of the last four quarters, with an average year-over-year change of +0.46 percentage points.
  • Per Business Quant data, GLDM's Return on Equity [ROE] 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) ROE (Qtr)
1 BlackRock 180.26 Bn 126.39 Bn - 12.43%
2 Spdr Gold Trust 130.05 Bn -427.96 Bn - 16.25%
3 Blackstone 94.21 Bn 84.20 Bn - 33.23%
4 Brookfield 91.20 Bn -92.11 Bn - 2.21%
5 Kkr 85.68 Bn 5.83 Bn - 7.09%
6 Brookfield Asset Management 81.40 Bn 76.20 Bn - 34.49%
7 Apollo Global Management 67.54 Bn -15.26 Bn 10.56 Bn 10.61%
8 Wheaton Precious Metals 53.26 Bn 48.68 Bn 687.86 Mn 21.54%
9 Ameriprise Financial 46.25 Bn 8.16 Bn 4.89 Bn 72.53%
10 World Gold Trust 26.31 Bn -76.76 Bn - 10.95%
Historic Data

Historic Data

Download Data
DateValue
Jun 30, 2026 10.95%
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 19.33%
Sep 30, 2024 29.36%
API Access

World Gold Trust Return on Equity [ROE] 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-equity-%5Broe%5D&ticker=GLDM&period=max&api_key=YOUR_API_KEY