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Livermore
Livermore
ZHEN

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; 922 institutions reported holding it in 13F filings for Q2 2026, worth $14.3B in total; Semper Augustus is the only superinvestor holding it.

Q4 2023 vs. Q3 2023

How the institutions holding World Gold Trust changed between Q3 2023 and Q4 2023.

All holders in Q4 2023All holders in Q3 2023

13F holders of GLDM: Q3 2023 compared with Q4 2023
MeasureQ3 2023Of which not filed for Q4 2023Q4 2023Change
Holders3458374+37
Shares95.9M393.6K93.7M−1.89M (−2.0%)
Value$3.52B$14.4M$3.83B+$328.5M (+9.4%)

8 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (75)

Institutions that held World Gold Trust at the end of Q4 2023 but not at the end of Q3 2023.

Institutions new to GLDM in Q4 2023
InstitutionSharesValue% of portfolio
Charles Schwab Investment Management Inc1,926,014$78.8M0.02%
Bank of Montreal1,676,383$69.1M0.04%
Pineridge Advisors LLC591,467$24.2M8.02%
NavPoint Financial, Inc.400,575$16.4M15.03%
Evernest Financial Advisors, LLC269,476$11.0M5.59%
Austin Wealth Management, LLC222,060$8.86M2.38%
Avid Wealth Partners LLC163,761$6.70M6.64%
Stratos Wealth Partners, LTD.151,842$6.21M0.12%
Renaissance Technologies LLC110,800$4.53M0.01%
Archford Capital Strategies, LLC104,142$4.26M0.78%
NDVR, Inc.99,737$4.08M4.89%
Hobbs Group Advisors, LLC99,115$4.05M1.81%
Horizon Financial Services, LLC97,373$3.98M2.81%
Integrity Wealth Solutions LLC96,988$3.97M2.75%
Plum Street Advisors, LLC81,657$3.34M2.22%
Colony Group, LLC76,251$3.12M0.04%
Equitable Holdings, Inc.74,891$3.06M0.04%
Money Concepts Capital Corp46,905$1.92M0.18%
Q3 Asset Management44,676$1.83M0.46%
Vermillion & White Wealth Management Group, LLC35,525$1.45M1.41%
Kestra Advisory Services, LLC31,003$1.27M0.01%
Leo Wealth, LLC27,986$1.15M0.12%
Heritage Wealth Advisors22,083$903.4K0.04%
Foundations Investment Advisors, LLC19,103$778.4K0.02%
Formidable Asset Management, LLC16,739$684.8K0.15%
Kingsview Wealth Management, LLC15,954$652.7K0.02%
Kestra Private Wealth Services, LLC14,299$585.0K0.01%
Destiny Capital Corp13,552$554.4K0.39%
Financial Network Wealth Advisors LLC11,792$482.4K0.51%
Pathstone Holdings, LLC10,750$439.8K0.00%
Principal Securities, Inc.10,223$418.2K0.02%
Strategic Blueprint, LLC9,931$406.3K0.03%
Axxcess Wealth Management, LLC9,536$390.1K0.01%
Prudential Financial Inc9,006$368.4K0.00%
SG Americas Securities, LLC8,880$363.0K0.00%
Thrivent Financial for Lutherans8,771$359.0K0.00%
SeaCrest Wealth Management, LLC8,830$357.8K0.04%
Two Sigma Securities, LLC8,264$338.1K0.02%
Advisors Capital Management, LLC7,738$317.0K0.01%
Per Stirling Capital Management, LLC.6,730$275.3K0.05%
Richardson Financial Services Inc.6,266$256.4K0.22%
Signet Financial Management, LLC5,827$238.4K0.04%
Oceanside Advisors LLC5,737$234.7K0.21%
Patten Group, Inc.5,568$227.8K0.06%
Access Investment Management LLC5,370$219.7K0.08%
Verdence Capital Advisors LLC5,299$216.8K0.02%
Wynn Capital, LLC5,100$208.6K0.17%
IHT Wealth Management, LLC5,063$207.1K0.01%
MSH Capital Advisors LLC4,995$204.3K0.08%
Sheets Smith Wealth Management4,957$202.8K0.03%
Castleview Partners, LLC3,177$130.0K0.09%
Mowery & Schoenfeld Wealth Management, LLC2,799$114.5K0.23%
Advisory Services Network, LLC2,220$90.8K0.00%
BFSG, LLC1,877$76.8K0.01%
Hartford Financial Management Inc.1,312$53.7K0.01%
Tidemark, LLC992$40.6K0.03%
Fortitude Family Office, LLC976$39.9K0.03%
Headlands Technologies LLC953$39.0K0.01%
Rothschild Investment LLC825$33.8K0.00%
Caitlin John, LLC788$32.2K0.03%
Webster Bank, N. A.568$23.2K0.00%
Security National Bank558$22.8K0.01%
Smartleaf Asset Management LLC532$21.8K0.01%
Main Street Group, LTD227$9.29K0.00%
Signature Resources Capital Management, LLC180$7.36K0.01%
SYSTM Wealth Solutions LLC168$6.87K0.00%
Archer Investment Corp155$6.34K0.00%
TD Capital Management LLC154$6.30K0.00%
First Command Advisory Services, Inc.234$5.48K0.00%
Creekmur Asset Management LLC87$3.56K0.00%
Spectrum Wealth Counsel, LLC36$1.47K0.00%
Investment Research & Advisory Group, Inc.34$1.39K0.00%
Toronto Dominion Bank22$9000.00%
Truvestments Capital LLC5$2050.00%
Fairfield, Bush & Co.2$820.00%

Sold out (38)

Institutions that held World Gold Trust at the end of Q3 2023 and filed for Q4 2023 without it.

Institutions that sold out of GLDM in Q4 2023
InstitutionShares, Q3 2023Value, Q3 2023
Evoke Wealth, LLC5,433,367$199.2M
Citadel Advisors LLC444,752$16.3M
Wealth Advisory Solutions, LLC140,415$5.15M
Adventist Health System Sunbelt Healthcare Corp77,126$2.83M
Sentinel Pension Advisors Inc73,257$2.69M
Mid-American Wealth Advisory Group, Inc.65,450$2.42M
Atria Investments LLC39,359$1.44M
Lloyd Advisory Services, LLC.22,316$818.1K
Norden Group LLC22,316$818.1K
Requisite Capital Management, LLC38,287$725.2K
B.O.S.S. Retirement Advisors, LLC17,108$627.2K
Lam Group, Inc.16,530$606.0K
Procyon Private Wealth Partners, LLC13,476$494.0K
Great Lakes Retirement, Inc.11,532$422.8K
Financial Sense Advisors, Inc.9,515$348.8K
Aptus Capital Advisors, LLC9,183$336.6K
Synergy Financial Management, LLC7,344$269.2K
Cahill Financial Advisors Inc7,289$267.2K
Catalyst Private Wealth, LLC7,121$261.1K
Truist Financial Corp7,056$258.7K
MONECO Advisors, LLC6,997$256.5K
Trellis Advisors, LLC6,744$247.2K
Mosaic Family Wealth Partners, LLC6,033$221.2K
Exchange Traded Concepts, LLC5,821$213.4K
Authentikos Wealth Advisory, LLC5,686$208.4K
Garrett Investment Advisors LLC5,563$203.9K
Stonebridge Capital Advisors LLC1,801$66.0K
Bessemer Group Inc869$32.0K
MCF Advisors LLC560$20.5K
Ancora Advisors, LLC189$6.93K
Plante Moran Financial Advisors, LLC140$5.13K
HHM Wealth Advisors, LLC113$4.14K
Buck Wealth Strategies, LLC83$3.04K
Cape Investment Advisory, Inc.72$2.64K
Oliver Lagore Vanvalin Investment Group55$2.02K
Crewe Advisors LLC47$1.72K
Richard W. Paul & Associates, LLC14$513
Briaud Financial Planning, Inc18$0

Not filed for Q4 2023 yet (8)

Institutions that held World Gold Trust at the end of Q3 2023 and haven't filed a 13F for Q4 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding GLDM in Q3 2023 that haven't filed for Q4 2023
InstitutionShares, Q3 2023Value, Q3 2023
Key Bridge Compliance, LLC140,415$5.15M
Palladiem, LLC106,820$3.92M
Colony Group LLC70,831$2.60M
WFA of San Diego, LLC39,702$1.46M
Destiny Capital Securities Corporation12,310$451.3K
Pathstone Family Office, LLC10,750$394.1K
Windsor Group LTD7,101$260.0K
Wealth Management Solutions, LLC5,633$206.5K