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 |
|---|---|---|---|---|---|
| Belpointe Asset Management LLC | 6,436 | $263.3K | 0.02% | +624+10.7% | Added |
| Per Stirling Capital Management, LLC. | 6,730 | $275.3K | 0.05% | +6,730 | New |
| ShoreHaven Wealth Partners, LLC | 6,782 | $277.5K | 0.17% | −299−4.2% | Reduced |
| Sound Income Strategies, LLC | 7,181 | $293.8K | 0.02% | +6,563+1,062.0% | Added |
| Intrua Financial, LLC | 7,334 | $300.0K | 0.05% | −8,744−54.4% | Reduced |
| Mather Group, LLC. | 7,462 | $305.3K | 0.00% | −4,545−37.9% | Reduced |
| DFPG Investments, LLC | 7,549 | $305.5K | 0.02% | −876−10.4% | Reduced |
| Victory Capital Management Inc | 7,546 | $308.7K | 0.00% | +340+4.7% | Added |
| WestEnd Advisors, LLC | 7,546 | $308.7K | 0.01% | +340+4.7% | Added |
| First Heartland Consultants, Inc. | 7,559 | $309.0K | 0.04% | −83−1.1% | Reduced |
| Lido Advisors, LLC | 7,689 | $314.6K | 0.00% | −941−10.9% | Reduced |
| Advisors Capital Management, LLC | 7,738 | $317.0K | 0.01% | +7,738 | New |
| Appleton Partners Inc | 7,840 | $321.0K | 0.03% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 8,264 | $338.1K | 0.02% | +8,264 | New |
| Derbend Asset Management | 8,652 | $354.0K | 0.21% | −35−0.4% | Reduced |
| FirstPurpose Wealth LLC | 8,704 | $356.1K | 0.14% | −4,834−35.7% | Reduced |
| SeaCrest Wealth Management, LLC | 8,830 | $357.8K | 0.04% | +8,830 | New |
| Laidlaw Wealth Management LLC | 8,748 | $357.9K | 0.13% | −458−5.0% | Reduced |
| Smith Anglin Financial, LLC | 8,752 | $358.0K | 0.04% | +831+10.5% | Added |
| Thrivent Financial for Lutherans | 8,771 | $359.0K | 0.00% | +8,771 | New |
| SG Americas Securities, LLC | 8,880 | $363.0K | 0.00% | +8,880 | New |
| Prudential Financial Inc | 9,006 | $368.4K | 0.00% | +9,006 | New |
| Financial Enhancement Group LLC | 9,607 | $382.3K | 0.07% | −1,578−14.1% | Reduced |
| Valtinson Bruner Financial Planning LLC | 9,369 | $383.3K | 0.20% | +328+3.6% | Added |
| Segment Wealth Management, LLC | 9,500 | $388.6K | 0.03% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 9,536 | $390.1K | 0.01% | +9,536 | New |
| Myecfo, LLC | 9,675 | $395.8K | 0.25% | +2,340+31.9% | Added |
| PDS Planning, Inc | 9,774 | $399.9K | 0.05% | +5,168+112.2% | Added |
| Capital Analysts, LLC | 9,866 | $404.0K | 0.02% | +2,484+33.6% | Added |
| Strategic Blueprint, LLC | 9,931 | $406.3K | 0.03% | +9,931 | New |
| Carmichael Hill & Associates, Inc. | 9,981 | $408.3K | 0.18% | +1,553+18.4% | Added |
| Principal Securities, Inc. | 10,223 | $418.2K | 0.02% | +10,223 | New |
| Pecaut & Co. | 10,355 | $423.6K | 0.17% | 00.0% | Unchanged |
| Betterment LLC | 10,400 | $425.0K | 0.00% | −94−0.9% | Reduced |
| WCG Wealth Advisors LLC | 10,487 | $429.0K | 0.03% | −814−7.2% | Reduced |
| Pathstone Holdings, LLC | 10,750 | $439.8K | 0.00% | +10,750 | New |
| The PNC Financial Services Group, Inc. | 11,175 | $457.2K | 0.00% | −25−0.2% | Reduced |
| Valmark Advisers, Inc. | 11,330 | $463.5K | 0.01% | −64−0.6% | Reduced |
| Washington Trust Co | 11,528 | $471.6K | 0.02% | −580−4.8% | Reduced |
| Financial Network Wealth Advisors LLC | 11,792 | $482.4K | 0.51% | +11,792 | New |
| Auour Investments LLC | 12,141 | $488.3K | 0.19% | −37−0.3% | Reduced |
| Weil Company, Inc. | 11,943 | $488.6K | 0.21% | 00.0% | Unchanged |
| Wilbanks Smith & Thomas Asset Management LLC | 11,944 | $488.6K | 0.01% | 00.0% | Unchanged |
| Vista Wealth Management Group, LLC | 12,000 | $490.9K | 0.04% | 00.0% | Unchanged |
| Mitchell McLeod Pugh & Williams Inc | 12,134 | $496.4K | 0.13% | −715−5.6% | Reduced |
| Perigon Wealth Management, LLC | 12,622 | $516.4K | 0.02% | +1,763+16.2% | Added |
| Michael B. Yongue | 12,748 | $521.5K | 0.47% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 12,809 | $524.0K | 0.00% | −704−5.2% | Reduced |
| CI Private Wealth, LLC | 13,026 | $532.9K | 0.00% | +5,056+63.4% | Added |
| Park Avenue Securities LLC | 13,047 | $534.0K | 0.01% | +5,681+77.1% | Added |
| Nwam LLC | 13,103 | $536.0K | 0.04% | +684+5.5% | Added |
| Destiny Capital Corp | 13,552 | $554.4K | 0.39% | +13,552 | New |
| SWMG, LLC | 14,024 | $573.7K | 0.27% | −16,145−53.5% | Reduced |
| Kestra Private Wealth Services, LLC | 14,299 | $585.0K | 0.01% | +14,299 | New |
| Pathway Financial Advisors LLC | 14,409 | $589.5K | 0.17% | 00.0% | Unchanged |
| Cetera Advisors LLC | 14,763 | $604.0K | 0.01% | +582+4.1% | Added |
| Central Trust Co | 14,931 | $610.8K | 0.02% | 00.0% | Unchanged |
| Green Harvest Asset Management LLC | 14,964 | $612.2K | 0.02% | −27,404−64.7% | Reduced |
| Mutual Advisors, LLC | 15,125 | $618.8K | 0.02% | +7,087+88.2% | Added |
| Buckingham Strategic Partners | 15,423 | $631.0K | 0.03% | −350−2.2% | Reduced |
| Brown Advisory Inc | 15,659 | $640.6K | 0.00% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 15,954 | $652.7K | 0.02% | +15,954 | New |
| Continuum Advisory, LLC | 16,720 | $684.0K | 0.10% | −2,317−12.2% | Reduced |
| Formidable Asset Management, LLC | 16,739 | $684.8K | 0.15% | +16,739 | New |
| Advocacy Wealth Management Services, LLC | 17,465 | $714.5K | 0.07% | 00.0% | Unchanged |
| Independent Advisor Alliance | 18,843 | $734.0K | 0.03% | +10,160+117.0% | Added |
| Acorn Wealth Advisors, LLC | 18,242 | $746.3K | 0.44% | −2,252−11.0% | Reduced |
| Foundations Investment Advisors, LLC | 19,103 | $778.4K | 0.02% | +19,103 | New |
| Sargent Investment Group, LLC | 19,081 | $780.6K | 0.17% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 19,414 | $780.8K | 0.03% | +18,626+2,363.7% | Added |
| Caldwell Trust Co | 19,414 | $794.2K | 0.10% | +282+1.5% | Added |
| HRT Financial LP | 19,442 | $795.0K | 0.01% | +6,561+50.9% | Added |
| Diligent Investors, LLC | 19,788 | $809.5K | 0.22% | −700−3.4% | Reduced |
| Stansberry Asset Management, LLC | 19,834 | $811.4K | 0.13% | −460−2.3% | Reduced |
| Total Investment Management Inc | 20,191 | $826.0K | 0.10% | +292+1.5% | Added |
| Kendall Capital Management | 21,919 | $896.7K | 0.35% | −1,009−4.4% | Reduced |
| Heritage Wealth Advisors | 22,083 | $903.4K | 0.04% | +22,083 | New |
| Robinson Value Management, Ltd. | 22,151 | $906.2K | 0.60% | +29+0.1% | Added |
| CIBC Private Wealth Group, LLC | 22,337 | $913.8K | 0.00% | −82−0.4% | Reduced |
| Visionary Wealth Advisors | 22,425 | $917.4K | 0.07% | −26,329−54.0% | Reduced |
| Carret Asset Management, LLC | 23,673 | $968.5K | 0.12% | 00.0% | Unchanged |
| Leading Edge Financial Planning LLC | 24,444 | $1.00M | 0.52% | −453−1.8% | Reduced |
| US Bancorp | 25,017 | $1.02M | 0.00% | +15,583+165.2% | Added |
| Change Path, LLC | 25,410 | $1.04M | 0.07% | −5,923−18.9% | Reduced |
| Whittier Trust Co of Nevada Inc | 25,500 | $1.04M | 0.03% | 00.0% | Unchanged |
| Brown Miller Wealth Management, LLC | 25,502 | $1.04M | 0.52% | +849+3.4% | Added |
| Choate Investment Advisors | 25,760 | $1.05M | 0.03% | 00.0% | Unchanged |
| Comerica Bank | 26,689 | $1.09M | 0.01% | −6,052−18.5% | Reduced |
| Tocqueville Asset Management L.P. | 27,545 | $1.13M | 0.02% | −35−0.1% | Reduced |
| Leo Wealth, LLC | 27,986 | $1.15M | 0.12% | +27,986 | New |
| Alliance Wealth Advisors, LLC | 28,185 | $1.15M | 0.39% | −16,410−36.8% | Reduced |
| Forbes J M & Co LLP | 28,711 | $1.17M | 0.14% | 00.0% | Unchanged |
| Legacy Capital Wealth Partners, LLC | 29,895 | $1.22M | 0.35% | +2,066+7.4% | Added |
| Kestra Advisory Services, LLC | 31,003 | $1.27M | 0.01% | +31,003 | New |
| Global Wealth Management Investment Advisory, Inc. | 31,182 | $1.28M | 0.33% | +1,196+4.0% | Added |
| Gradient Capital Advisors, LLC | 32,333 | $1.32M | 0.50% | +1,455+4.7% | Added |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 33,105 | $1.35M | 0.49% | −23,211−41.2% | Reduced |
| Richard Bernstein Advisors LLC | 34,313 | $1.40M | 0.03% | −4,651−11.9% | Reduced |
| Merit Financial Group, LLC | 34,570 | $1.41M | 0.04% | +907+2.7% | Added |
| Essex Financial Services, Inc. | 34,873 | $1.43M | 0.15% | +2,301+7.1% | Added |