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 |
|---|---|---|---|---|---|
| Farther Finance Advisors, LLC | 35,059 | $1.43M | 0.10% | +34,603+7,588.4% | Added |
| Vermillion & White Wealth Management Group, LLC | 35,525 | $1.45M | 1.41% | +35,525 | New |
| One Charles Private Wealth Services, LLC | 36,352 | $1.49M | 0.79% | −16,044−30.6% | Reduced |
| Beacon Pointe Advisors, LLC | 36,741 | $1.50M | 0.02% | −2,745−7.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 37,345 | $1.53M | 0.02% | +14,855+66.1% | Added |
| Bridgewater Advisors Inc. | 38,553 | $1.58M | 0.24% | +16,988+78.8% | Added |
| Petix & Botte Co | 38,710 | $1.58M | 0.47% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 40,200 | $1.64M | 0.01% | −6,400−13.7% | Reduced |
| Scotia Capital Inc. | 41,589 | $1.70M | 0.01% | +777+1.9% | Added |
| Creative Planning | 41,682 | $1.71M | 0.00% | −12,786−23.5% | Reduced |
| Valicenti Advisory Services Inc | 42,192 | $1.73M | 0.52% | +13,520+47.2% | Added |
| Copperwynd Financial, LLC | 44,170 | $1.81M | 0.72% | −3,473−7.3% | Reduced |
| Q3 Asset Management | 44,676 | $1.83M | 0.46% | +44,676 | New |
| Wallace Advisory Group, LLC | 50,594 | $1.85M | 1.45% | −22,952−31.2% | Reduced |
| Mills Wealth Advisors LLC | 46,651 | $1.91M | 1.45% | −4,306−8.5% | Reduced |
| Money Concepts Capital Corp | 46,905 | $1.92M | 0.18% | +46,905 | New |
| Benjamin Edwards Inc | 47,329 | $1.94M | 0.42% | −34,969−42.5% | Reduced |
| Lincoln National Corp | 52,739 | $2.16M | 0.04% | +6,367+13.7% | Added |
| Capstone Wealth Management Group, LLC | 53,415 | $2.19M | 2.07% | +2,924+5.8% | Added |
| Jacobi Capital Management LLC | 54,400 | $2.23M | 0.23% | −2,590−4.5% | Reduced |
| GeoWealth Management, LLC | 54,571 | $2.23M | 0.18% | −1,134−2.0% | Reduced |
| Janney Montgomery Scott LLC | 55,034 | $2.25M | 0.01% | +1,458+2.7% | Added |
| Baker Ellis Asset Management LLC | 55,150 | $2.26M | 0.36% | −5,500−9.1% | Reduced |
| Portside Wealth Group, LLC | 58,856 | $2.41M | 0.45% | −50,970−46.4% | Reduced |
| Walkner Condon Financial Advisors LLC | 59,600 | $2.44M | 0.56% | +8,794+17.3% | Added |
| Atria Wealth Solutions, Inc. | 61,295 | $2.51M | 0.03% | +54,740+835.1% | Added |
| Kraematon Investment Advisors, Inc | 62,199 | $2.54M | 2.80% | +775+1.3% | Added |
| Ci Investments Inc. | 62,534 | $2.56M | 0.01% | −18,000−22.4% | Reduced |
| Baker Tilly Wealth Management, LLC | 63,882 | $2.61M | 0.43% | −14,820−18.8% | Reduced |
| Wealthcare Advisory Partners LLC | 63,900 | $2.61M | 0.10% | +6,463+11.3% | Added |
| BKD Wealth Advisors, LLC | 64,498 | $2.64M | 0.07% | −14,691−18.6% | Reduced |
| Team Financial Group, LLC | 65,361 | $2.67M | 1.92% | +3,047+4.9% | Added |
| Lodestar Private Asset Management LLC | 66,518 | $2.72M | 0.42% | −438−0.7% | Reduced |
| Cabot Wealth Management Inc | 66,805 | $2.73M | 0.38% | +197+0.3% | Added |
| Mission Creek Capital Partners, Inc. | 67,786 | $2.77M | 0.71% | +307+0.5% | Added |
| Community Bank, N.A. | 68,795 | $2.81M | 0.37% | +66,782+3,317.5% | Added |
| Brookstone Capital Management | 68,942 | $2.82M | 0.05% | −3,527−4.9% | Reduced |
| Marble Harbor Investment Counsel, LLC | 69,525 | $2.84M | 0.35% | +300+0.4% | Added |
| Prime Capital Investment Advisors, LLC | 69,817 | $2.86M | 0.04% | −769−1.1% | Reduced |
| China Universal Asset Management Co., Ltd. | 71,700 | $2.93M | 0.57% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 71,802 | $2.94M | 0.17% | −4,859−6.3% | Reduced |
| IFP Advisors, Inc | 72,041 | $2.95M | 0.14% | −5,450−7.0% | Reduced |
| Tokio Marine Asset Management Co Ltd | 72,400 | $2.96M | 0.16% | −1,600−2.2% | Reduced |
| Evercore Wealth Management, LLC | 72,641 | $2.97M | 0.05% | +2,774+4.0% | Added |
| Upper Left Wealth Management, LLC | 73,058 | $2.99M | 2.93% | −6,369−8.0% | Reduced |
| Franklin Resources Inc | 73,457 | $3.01M | 0.00% | −891−1.2% | Reduced |
| Catalyst Capital Advisors LLC | 73,500 | $3.01M | 0.08% | 00.0% | Unchanged |
| Quent Capital, LLC | 73,993 | $3.03M | 0.41% | +8,067+12.2% | Added |
| Rockefeller Capital Management L.P. | 74,307 | $3.04M | 0.01% | +1,423+2.0% | Added |
| Equitable Holdings, Inc. | 74,891 | $3.06M | 0.04% | +74,891 | New |
| Colony Group, LLC | 76,251 | $3.12M | 0.04% | +76,251 | New |
| Advisory Alpha, LLC | 77,128 | $3.16M | 0.14% | +2,299+3.1% | Added |
| Mercer Global Advisors Inc | 79,794 | $3.26M | 0.01% | −28,400−26.2% | Reduced |
| MML Investors Services, LLC | 79,887 | $3.27M | 0.02% | +2,124+2.7% | Added |
| Abbrea Capital, LLC | 80,979 | $3.31M | 0.48% | 00.0% | Unchanged |
| Plum Street Advisors, LLC | 81,657 | $3.34M | 2.22% | +81,657 | New |
| Financial Guidance Group, Inc. | 82,566 | $3.38M | 2.35% | −5,545−6.3% | Reduced |
| Mariner, LLC | 82,675 | $3.38M | 0.01% | +10,693+14.9% | Added |
| RSM US Wealth Management LLC | 83,464 | $3.41M | 0.09% | −1,220−1.4% | Reduced |
| Purus Wealth Management, LLC | 83,599 | $3.42M | 1.98% | −2,000−2.3% | Reduced |
| Arete Wealth Advisors, LLC | 84,873 | $3.47M | 0.26% | +23,453+38.2% | Added |
| E Fund Management Co., Ltd. | 85,540 | $3.50M | 0.22% | 00.0% | Unchanged |
| Managed Asset Portfolios, LLC | 85,822 | $3.51M | 0.53% | +970+1.1% | Added |
| Brinker Capital Investments, LLC | 87,340 | $3.51M | 0.04% | +15,270+21.2% | Added |
| Orion Portfolio Solutions, LLC | 87,340 | $3.51M | 0.04% | +15,270+21.2% | Added |
| Fortis Advisors, LLC | 86,042 | $3.52M | 2.51% | −424−0.5% | Reduced |
| Inspirion Wealth Advisors, LLC | 95,016 | $3.88M | 0.70% | +1,877+2.0% | Added |
| Integrity Wealth Solutions LLC | 96,988 | $3.97M | 2.75% | +96,988 | New |
| Horizon Financial Services, LLC | 97,373 | $3.98M | 2.81% | +97,373 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 98,498 | $4.03M | 0.24% | +7,670+8.4% | Added |
| Hobbs Group Advisors, LLC | 99,115 | $4.05M | 1.81% | +99,115 | New |
| Astoria Portfolio Advisors LLC. | 100,507 | $4.06M | 1.65% | +3,023+3.1% | Added |
| Avantax Advisory Services, Inc. | 99,656 | $4.08M | 0.04% | +1,799+1.8% | Added |
| NDVR, Inc. | 99,737 | $4.08M | 4.89% | +99,737 | New |
| Zhang Financial LLC | 100,356 | $4.11M | 0.35% | −10,807−9.7% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 100,769 | $4.12M | 0.01% | −3,735−3.6% | Reduced |
| National Asset Management, Inc. | 102,703 | $4.20M | 0.11% | +17,046+19.9% | Added |
| Archford Capital Strategies, LLC | 104,142 | $4.26M | 0.78% | +104,142 | New |
| Accretive Wealth Partners, LLC | 107,982 | $4.42M | 2.12% | +108+0.1% | Added |
| Renaissance Technologies LLC | 110,800 | $4.53M | 0.01% | +110,800 | New |
| Stapp Wealth Management, PLLC | 112,193 | $4.59M | 7.71% | −276−0.2% | Reduced |
| Flynn Zito Capital Management, LLC | 114,976 | $4.70M | 3.17% | +1,678+1.5% | Added |
| AMJ Financial Wealth Management | 115,710 | $4.73M | 1.99% | −118,933−50.7% | Reduced |
| Cetera Advisor Networks LLC | 127,907 | $5.23M | 0.03% | −14,285−10.0% | Reduced |
| Alaska Permanent Fund Corp | 130,000 | $5.32M | 0.09% | 00.0% | Unchanged |
| Advanced Research Investment Solutions, LLC | 132,142 | $5.41M | 3.38% | −4,255−3.1% | Reduced |
| Cetera Investment Advisers | 136,818 | $5.60M | 0.05% | −1,382−1.0% | Reduced |
| Commonwealth Equity Services, LLC | 138,215 | $5.65M | 0.01% | +51,156+58.8% | Added |
| Retirement Income Solutions, Inc | 139,501 | $5.71M | 1.42% | −540−0.4% | Reduced |
| Glenview Trust Co | 139,505 | $5.71M | 0.14% | +50.0% | Added |
| Versant Capital Management, Inc | 142,082 | $5.81M | 1.73% | −2,768−1.9% | Reduced |
| Hudson Capital Management LLC | 144,975 | $5.93M | 2.15% | +1,896+1.3% | Added |
| WR Wealth Planners, LLC | 146,924 | $6.01M | 2.24% | −6,022−3.9% | Reduced |
| Synovus Financial Corp | 149,384 | $6.11M | 0.09% | −4,494−2.9% | Reduced |
| Harbor Investment Advisory, LLC | 149,465 | $6.11M | 0.71% | +5,693+4.0% | Added |
| JPMorgan Chase & Co | 150,427 | $6.15M | 0.00% | +122,000+429.2% | Added |
| Stratos Wealth Partners, LTD. | 151,842 | $6.21M | 0.12% | +151,842 | New |
| Sterling Investment Advisors, Ltd. | 161,667 | $6.61M | 2.06% | +1,830+1.1% | Added |
| Avid Wealth Partners LLC | 163,761 | $6.70M | 6.64% | +163,761 | New |
| Coco Enterprises, LLC | 169,274 | $6.92M | 5.05% | −4,265−2.5% | Reduced |