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.
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 | 922 | $14.3B |
| Q1 2026 | 913 | $15.1B |
| Q4 2025 | 877 | $13.9B |
| Q3 2025 | 754 | $11.7B |
| Q2 2025 | 702 | $9.15B |
| Q1 2025 | 618 | $8.05B |
| Q4 2024 | 541 | $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 | 319 | $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 |
|---|---|---|---|---|---|
| Fairfield, Bush & Co. | 2 | $82 | 0.00% | +2 | New |
| Truvestments Capital LLC | 5 | $205 | 0.00% | +5 | New |
| Glen Eagle Advisors, LLC | 11 | $450 | 0.00% | −22−66.7% | Reduced |
| North Star Investment Management Corp. | 20 | $818 | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 22 | $900 | 0.00% | +22 | New |
| Brown, Lisle/Cummings, Inc. | 23 | $941 | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 28 | $1.00K | 0.00% | −519−94.9% | Reduced |
| Covestor Ltd | 19 | $1.00K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 25 | $1.02K | 0.00% | −86−77.5% | Reduced |
| Macroview Investment Management LLC | 25 | $1.02K | 0.00% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 27 | $1.10K | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 34 | $1.39K | 0.00% | +34 | New |
| Spectrum Wealth Counsel, LLC | 36 | $1.47K | 0.00% | +36 | New |
| Sandy Spring Bank | 82 | $3.35K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 87 | $3.56K | 0.00% | +87 | New |
| Sunbelt Securities, Inc. | 98 | $4.01K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 99 | $4.05K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 100 | $4.09K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 234 | $5.48K | 0.00% | +234 | New |
| Bogart Wealth, LLC | 154 | $6.30K | 0.00% | +28+22.2% | Added |
| TD Capital Management LLC | 154 | $6.30K | 0.00% | +154 | New |
| Archer Investment Corp | 155 | $6.34K | 0.00% | +155 | New |
| SYSTM Wealth Solutions LLC | 168 | $6.87K | 0.00% | +168 | New |
| NBC Securities, Inc. | 178 | $7.00K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 180 | $7.36K | 0.01% | +180 | New |
| First Financial Corp | 189 | $7.73K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 200 | $8.18K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 204 | $8.35K | 0.00% | +104+104.0% | Added |
| Financial Perspectives, Inc | 217 | $8.88K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 227 | $9.29K | 0.00% | +227 | New |
| Geneos Wealth Management Inc. | 258 | $10.6K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 265 | $10.9K | 0.00% | +8+3.1% | Added |
| Pacifica Partners Inc. | 280 | $11.2K | 0.01% | 00.0% | Unchanged |
| Citigroup Inc | 285 | $11.7K | 0.00% | −1,068−78.9% | Reduced |
| Beacon Capital Management, LLC | 351 | $12.9K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 335 | $13.7K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 415 | $17.0K | 0.00% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 511 | $20.0K | 0.01% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 525 | $21.0K | 0.02% | −115−18.0% | Reduced |
| Smartleaf Asset Management LLC | 532 | $21.8K | 0.01% | +532 | New |
| Security National Bank | 558 | $22.8K | 0.01% | +558 | New |
| Webster Bank, N. A. | 568 | $23.2K | 0.00% | +568 | New |
| GWM Advisors LLC | 599 | $24.5K | 0.00% | +568+1,832.3% | Added |
| Beaird Harris Wealth Management, LLC | 662 | $27.1K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 735 | $30.1K | 0.01% | 00.0% | Unchanged |
| Caitlin John, LLC | 788 | $32.2K | 0.03% | +788 | New |
| Baystate Wealth Management LLC | 804 | $32.9K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 809 | $33.1K | 0.00% | +182+29.0% | Added |
| Parkside Financial Bank & Trust | 817 | $33.4K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 825 | $33.8K | 0.00% | +825 | New |
| Key Financial Inc | 837 | $34.2K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 850 | $34.8K | 0.00% | −720−45.9% | Reduced |
| Headlands Technologies LLC | 953 | $39.0K | 0.01% | +953 | New |
| Fortitude Family Office, LLC | 976 | $39.9K | 0.03% | +976 | New |
| Tidemark, LLC | 992 | $40.6K | 0.03% | +992 | New |
| Hantz Financial Services, Inc. | 1,000 | $41.0K | 0.00% | −100−9.1% | Reduced |
| Allworth Financial LP | 1,023 | $41.8K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | – | $43.2K | 0.00% | – | – |
| Hollencrest Capital Management | 1,210 | $49.5K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 1,312 | $53.5K | 0.00% | −1−0.1% | Reduced |
| Hartford Financial Management Inc. | 1,312 | $53.7K | 0.01% | +1,312 | New |
| RFP Financial Group LLC | 1,583 | $64.8K | 0.03% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,846 | $75.5K | 0.00% | +10+0.5% | Added |
| BFSG, LLC | 1,877 | $76.8K | 0.01% | +1,877 | New |
| Focused Wealth Management, Inc | 2,060 | $84.3K | 0.01% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 2,063 | $84.4K | 0.03% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 2,220 | $90.8K | 0.00% | +2,220 | New |
| Laurel Wealth Advisors LLC | 2,368 | $96.9K | 0.02% | 00.0% | Unchanged |
| Colonial Trust Co | 2,386 | $97.7K | 0.02% | −11−0.5% | Reduced |
| Washington Trust Advisors, Inc. | 2,444 | $100.0K | 0.01% | −3,247−57.1% | Reduced |
| Larson Financial Group LLC | 2,575 | $105.3K | 0.01% | +2+0.1% | Added |
| Federation des caisses Desjardins du Quebec | 2,637 | $107.9K | 0.00% | +43+1.7% | Added |
| Matrix Trust Co | 2,739 | $112.0K | 0.03% | −258−8.6% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 2,806 | $114.0K | 0.04% | −1,014−26.5% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 2,799 | $114.5K | 0.23% | +2,799 | New |
| Castleview Partners, LLC | 3,177 | $130.0K | 0.09% | +3,177 | New |
| Birch Capital Management, LLC | 3,533 | $144.5K | 0.08% | +1,472+71.4% | Added |
| Bell Investment Advisors, Inc | 3,985 | $163.0K | 0.03% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 3,994 | $163.4K | 0.03% | −1,292−24.4% | Reduced |
| Spire Wealth Management | 4,871 | $196.0K | 0.01% | −250−4.9% | Reduced |
| Private Trust Co NA | 4,894 | $200.2K | 0.02% | 00.0% | Unchanged |
| Sheets Smith Wealth Management | 4,957 | $202.8K | 0.03% | +4,957 | New |
| MSH Capital Advisors LLC | 4,995 | $204.3K | 0.08% | +4,995 | New |
| IHT Wealth Management, LLC | 5,063 | $207.1K | 0.01% | +5,063 | New |
| Wynn Capital, LLC | 5,100 | $208.6K | 0.17% | +5,100 | New |
| Verdence Capital Advisors LLC | 5,299 | $216.8K | 0.02% | +5,299 | New |
| Access Investment Management LLC | 5,370 | $219.7K | 0.08% | +5,370 | New |
| Integrated Wealth Concepts LLC | 5,567 | $227.7K | 0.00% | −539−8.8% | Reduced |
| Patten Group, Inc. | 5,568 | $227.8K | 0.06% | +5,568 | New |
| Heritage Investors Management Corp | 5,685 | $233.0K | 0.01% | 00.0% | Unchanged |
| Oceanside Advisors LLC | 5,737 | $234.7K | 0.21% | +5,737 | New |
| Glassman Wealth Services | 5,820 | $238.1K | 0.03% | +5,800+29,000.0% | Added |
| Signet Financial Management, LLC | 5,827 | $238.4K | 0.04% | +5,827 | New |
| AXS Investments LLC | 5,905 | $241.6K | 0.06% | −655−10.0% | Reduced |
| Anchor Investment Management, LLC | 5,961 | $243.9K | 0.03% | 00.0% | Unchanged |
| Van Eck Associates Corp | 5,993 | $245.0K | 0.00% | 00.0% | Unchanged |
| McAdam, LLC | 6,147 | $251.5K | 0.02% | 00.0% | Unchanged |
| Lee Financial Co | 6,188 | $253.2K | 0.04% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 6,194 | $253.4K | 0.03% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 6,266 | $256.4K | 0.22% | +6,266 | New |