World Gold Trust
GLDM- Exchange
- NYSE
- Industry
- Commodity Contracts Brokers & Dealers
- SEC CIK
- 0001618181
No open-market purchases or sales by World Gold Trust insiders were filed in the last 90 days; 925 institutions reported holding it in 13F filings for Q2 2026, worth $14.3B in total; Semper Augustus is the only superinvestor holding it.
13F holders, Q4 2023
Institutional positions in World Gold Trust as of Dec 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 374
- +37 vs. Q3 2023
- Shares held
- 93.7M
- −1.89M (−2.0%) vs. Q3 2023
- Total value
- $3.83B
- +$328.5M (+9.4%) vs. Q3 2023
- New holders
- 75
- 109 more added
- Sold out
- 38
- 127 more reduced
8 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting GLDM on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 925 | $14.3B |
| Q1 2026 | 915 | $15.1B |
| Q4 2025 | 878 | $13.9B |
| Q3 2025 | 757 | $11.7B |
| Q2 2025 | 705 | $9.15B |
| Q1 2025 | 621 | $8.05B |
| Q4 2024 | 542 | $5.84B |
| Q3 2024 | 465 | $5.94B |
| Q2 2024 | 406 | $4.20B |
| Q1 2024 | 375 | $4.28B |
| Q4 2023 | 374 | $3.83B |
| Q3 2023 | 345 | $3.52B |
| Q2 2023 | 334 | $4.12B |
| Q1 2023 | 320 | $3.82B |
| Q4 2022 | 275 | $3.19B |
| Q3 2022 | 255 | $2.88B |
| Q2 2022 | 274 | $3.09B |
| Q1 2022 | 240 | $2.49B |
| Q4 2021 | 258 | $2.84B |
| Q3 2021 | 235 | $2.75B |
| Q2 2021 | 239 | $2.80B |
| Q1 2021 | 227 | $2.69B |
Institutions, Q4 2023
Shares, value and share of portfolio for each institution holding World Gold Trust; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sumitomo Mitsui Trust Holdings, Inc. | 13,800,000 | $564.6M | 0.42% | −1,600,000−10.4% | Reduced |
| Morgan Stanley | 6,279,660 | $256.9M | 0.02% | +468,601+8.1% | Added |
| UBS Group AG | 3,321,862 | $135.9M | 0.05% | +84,219+2.6% | Added |
| Asset Management One Co.,Ltd. | 3,292,468 | $135.0M | 0.54% | +26,862+0.8% | Added |
| Jane Street Group, LLC | 3,138,557 | $128.4M | 0.16% | +2,963,557+1,693.5% | Added |
| Balentine LLC | 2,955,360 | $120.9M | 3.86% | +44,561+1.5% | Added |
| Bank of America Corp | 2,832,626 | $115.9M | 0.01% | −40,035−1.4% | Reduced |
| State Street Corp | 2,396,082 | $98.0M | 0.00% | −101,966−4.1% | Reduced |
| Ameriprise Financial Inc | 2,182,522 | $89.3M | 0.03% | +179,008+8.9% | Added |
| Charles Schwab Investment Management Inc | 1,926,014 | $78.8M | 0.02% | +1,926,014 | New |
| Toroso Investments, LLC | 1,825,669 | $74.7M | 1.79% | −923,980−33.6% | Reduced |
| Bank of Montreal | 1,676,383 | $69.1M | 0.04% | +1,676,383 | New |
| Congress Wealth Management LLC | 1,517,193 | $62.1M | 1.14% | −298,407−16.4% | Reduced |
| Strategic Financial Services, Inc, | 1,501,243 | $61.4M | 4.32% | +480,518+47.1% | Added |
| LPL Financial LLC | 1,463,632 | $59.9M | 0.04% | +276,101+23.3% | Added |
| Greenline Partners, LLC | 1,448,032 | $59.2M | 10.02% | +30,526+2.2% | Added |
| Gradient Investments LLC | 1,389,608 | $56.8M | 1.37% | +891,187+178.8% | Added |
| Stifel Financial Corp | 1,384,929 | $56.7M | 0.07% | −810,738−36.9% | Reduced |
| 3EDGE Asset Management, LP | 1,317,786 | $53.9M | 4.19% | −97,637−6.9% | Reduced |
| Bank of New York Mellon Corp | 1,232,995 | $50.4M | 0.01% | −14,062−1.1% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 1,185,283 | $48.5M | 0.10% | −82,557−6.5% | Reduced |
| Miracle Mile Advisors, LLC | 1,181,340 | $48.3M | 1.32% | −124,071−9.5% | Reduced |
| Hollow Brook Wealth Management LLC | 1,136,602 | $46.5M | 18.55% | −10,276−0.9% | Reduced |
| HighTower Advisors, LLC | 1,007,421 | $41.2M | 0.07% | −17,412−1.7% | Reduced |
| Cohen & Steers, Inc. | 983,161 | $40.2M | 0.08% | −175,483−15.1% | Reduced |
| Royal Bank of Canada | 914,406 | $37.4M | 0.01% | −109,556−10.7% | Reduced |
| Richard C. Young & CO., LTD. | 889,654 | $36.4M | 4.88% | +11,586+1.3% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 871,010 | $35.6M | 0.47% | −35,450−3.9% | Reduced |
| American Investment Services, Inc. | 854,157 | $34.9M | 6.59% | +1,074+0.1% | Added |
| Wells Fargo & Company | 750,652 | $30.7M | 0.01% | +2,121+0.3% | Added |
| Benjamin F. Edwards & Company, Inc. | 749,528 | $30.7M | 0.62% | −699,438−48.3% | Reduced |
| AE Wealth Management LLC | 753,954 | $30.2M | 0.15% | −179,054−19.2% | Reduced |
| Envestnet Asset Management Inc | 672,957 | $27.5M | 0.01% | −1,492−0.2% | Reduced |
| Great Valley Advisor Group, Inc. | 642,340 | $26.3M | 0.92% | +539,503+524.6% | Added |
| Capital Planning Advisors, LLC | 619,957 | $25.4M | 4.79% | −23,479−3.6% | Reduced |
| Pineridge Advisors LLC | 591,467 | $24.2M | 8.02% | +591,467 | New |
| Burt Wealth Advisors | 558,873 | $22.9M | 6.53% | −7,348−1.3% | Reduced |
| MBL Wealth, LLC | 555,679 | $22.7M | 2.85% | +15,567+2.9% | Added |
| Medici Capital LLC | 551,393 | $22.6M | 29.94% | +235,514+74.6% | Added |
| Cerity Partners LLC | 532,277 | $21.8M | 0.07% | +108,739+25.7% | Added |
| SNS Financial Group, LLC | 516,418 | $21.1M | 2.50% | +859+0.2% | Added |
| Brandywine Oak Private Wealth LLC | 490,828 | $20.1M | 2.24% | −25,269−4.9% | Reduced |
| Advisor Group Holdings, Inc. | 488,532 | $20.0M | 0.03% | −956,495−66.2% | Reduced |
| Assetmark, Inc | 440,083 | $18.0M | 0.07% | −14,105−3.1% | Reduced |
| Baird Financial Group, Inc. | 428,922 | $17.5M | 0.04% | +8,632+2.1% | Added |
| Nottingham Advisors, Inc. | 407,692 | $16.7M | 2.33% | +78,203+23.7% | Added |
| Raymond James Financial Services Advisors, Inc. | 402,286 | $16.5M | 0.03% | −2,316−0.6% | Reduced |
| NavPoint Financial, Inc. | 400,575 | $16.4M | 15.03% | +400,575 | New |
| Oversea-Chinese Banking CORP Ltd | 392,354 | $16.1M | 0.57% | −18,832−4.6% | Reduced |
| Nepc LLC | 381,875 | $15.6M | 0.86% | 00.0% | Unchanged |
| JNBA Financial Advisors | 374,752 | $15.3M | 1.74% | −8,998−2.3% | Reduced |
| Eudaimonia Partners, LLC | 354,105 | $14.5M | 3.79% | −7,936−2.2% | Reduced |
| Confluence Investment Management LLC | 347,041 | $14.2M | 0.20% | −325,000−48.4% | Reduced |
| Parcion Private Wealth LLC | 332,533 | $13.6M | 1.24% | −204,276−38.1% | Reduced |
| Joseph Group Capital Management | 329,309 | $13.5M | 7.82% | −18,532−5.3% | Reduced |
| Raymond James & Associates | 310,517 | $12.7M | 0.01% | +113,993+58.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 292,593 | $12.0M | 0.05% | +43,581+17.5% | Added |
| Gould Asset Management LLC | 285,228 | $11.7M | 3.02% | −7,339−2.5% | Reduced |
| Evernest Financial Advisors, LLC | 269,476 | $11.0M | 5.59% | +269,476 | New |
| Private Advisor Group, LLC | 263,937 | $10.8M | 0.08% | +337+0.1% | Added |
| Keudell/Morrison Wealth Management | 250,083 | $10.2M | 3.38% | −109,467−30.4% | Reduced |
| Deutsche Bank AG | 250,000 | $10.2M | 0.01% | 00.0% | Unchanged |
| Timber Creek Capital Management LLC | 249,765 | $10.2M | 3.48% | −7,545−2.9% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 234,436 | $9.59M | 0.03% | −148,912−38.8% | Reduced |
| TownSquare Capital, LLC | 233,975 | $9.57M | 0.16% | −170,376−42.1% | Reduced |
| Clark Capital Management Group, Inc. | 224,909 | $9.20M | 0.08% | +82,055+57.4% | Added |
| Peak Financial Advisors LLC | 221,467 | $9.06M | 6.06% | +1,243+0.6% | Added |
| Austin Wealth Management, LLC | 222,060 | $8.86M | 2.38% | +222,060 | New |
| Warren Street Wealth Advisors, LLC | 212,259 | $8.68M | 4.93% | +11,314+5.6% | Added |
| SEI Investments Co | 208,451 | $8.53M | 0.01% | −1,498,564−87.8% | Reduced |
| Bangor Savings Bank | 199,432 | $8.16M | 0.89% | +1,385+0.7% | Added |
| AIFG Consultants Ltd. | 197,657 | $8.09M | 6.15% | +4,698+2.4% | Added |
| R. W. Roge & Company, Inc. | 180,552 | $7.39M | 4.74% | +37,313+26.0% | Added |
| CoreCap Advisors, LLC | 170,447 | $6.97M | 0.45% | +2,829+1.7% | Added |
| Coco Enterprises, LLC | 169,274 | $6.92M | 5.05% | −4,265−2.5% | Reduced |
| Avid Wealth Partners LLC | 163,761 | $6.70M | 6.64% | +163,761 | New |
| Sterling Investment Advisors, Ltd. | 161,667 | $6.61M | 2.06% | +1,830+1.1% | Added |
| Stratos Wealth Partners, LTD. | 151,842 | $6.21M | 0.12% | +151,842 | New |
| JPMorgan Chase & Co | 150,427 | $6.15M | 0.00% | +122,000+429.2% | Added |
| Harbor Investment Advisory, LLC | 149,465 | $6.11M | 0.71% | +5,693+4.0% | Added |
| Synovus Financial Corp | 149,384 | $6.11M | 0.09% | −4,494−2.9% | Reduced |
| WR Wealth Planners, LLC | 146,924 | $6.01M | 2.24% | −6,022−3.9% | Reduced |
| Hudson Capital Management LLC | 144,975 | $5.93M | 2.15% | +1,896+1.3% | Added |
| Versant Capital Management, Inc | 142,082 | $5.81M | 1.73% | −2,768−1.9% | Reduced |
| Glenview Trust Co | 139,505 | $5.71M | 0.14% | +50.0% | Added |
| Retirement Income Solutions, Inc | 139,501 | $5.71M | 1.42% | −540−0.4% | Reduced |
| Commonwealth Equity Services, LLC | 138,215 | $5.65M | 0.01% | +51,156+58.8% | Added |
| Cetera Investment Advisers | 136,818 | $5.60M | 0.05% | −1,382−1.0% | Reduced |
| Advanced Research Investment Solutions, LLC | 132,142 | $5.41M | 3.38% | −4,255−3.1% | Reduced |
| Alaska Permanent Fund Corp | 130,000 | $5.32M | 0.09% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 127,907 | $5.23M | 0.03% | −14,285−10.0% | Reduced |
| AMJ Financial Wealth Management | 115,710 | $4.73M | 1.99% | −118,933−50.7% | Reduced |
| Flynn Zito Capital Management, LLC | 114,976 | $4.70M | 3.17% | +1,678+1.5% | Added |
| Stapp Wealth Management, PLLC | 112,193 | $4.59M | 7.71% | −276−0.2% | Reduced |
| Renaissance Technologies LLC | 110,800 | $4.53M | 0.01% | +110,800 | New |
| Accretive Wealth Partners, LLC | 107,982 | $4.42M | 2.12% | +108+0.1% | Added |
| Archford Capital Strategies, LLC | 104,142 | $4.26M | 0.78% | +104,142 | New |
| National Asset Management, Inc. | 102,703 | $4.20M | 0.11% | +17,046+19.9% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 100,769 | $4.12M | 0.01% | −3,735−3.6% | Reduced |
| Zhang Financial LLC | 100,356 | $4.11M | 0.35% | −10,807−9.7% | Reduced |