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 |
|---|---|---|---|---|---|
| NDVR, Inc. | 99,737 | $4.08M | 4.89% | +99,737 | New |
| Avantax Advisory Services, Inc. | 99,656 | $4.08M | 0.04% | +1,799+1.8% | Added |
| Astoria Portfolio Advisors LLC. | 100,507 | $4.06M | 1.65% | +3,023+3.1% | Added |
| Hobbs Group Advisors, LLC | 99,115 | $4.05M | 1.81% | +99,115 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 98,498 | $4.03M | 0.24% | +7,670+8.4% | Added |
| Horizon Financial Services, LLC | 97,373 | $3.98M | 2.81% | +97,373 | New |
| Integrity Wealth Solutions LLC | 96,988 | $3.97M | 2.75% | +96,988 | New |
| Inspirion Wealth Advisors, LLC | 95,016 | $3.88M | 0.70% | +1,877+2.0% | Added |
| Fortis Advisors, LLC | 86,042 | $3.52M | 2.51% | −424−0.5% | Reduced |
| 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 |
| Managed Asset Portfolios, LLC | 85,822 | $3.51M | 0.53% | +970+1.1% | Added |
| E Fund Management Co., Ltd. | 85,540 | $3.50M | 0.22% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 84,873 | $3.47M | 0.26% | +23,453+38.2% | Added |
| Purus Wealth Management, LLC | 83,599 | $3.42M | 1.98% | −2,000−2.3% | Reduced |
| RSM US Wealth Management LLC | 83,464 | $3.41M | 0.09% | −1,220−1.4% | Reduced |
| Mariner, LLC | 82,675 | $3.38M | 0.01% | +10,693+14.9% | Added |
| Financial Guidance Group, Inc. | 82,566 | $3.38M | 2.35% | −5,545−6.3% | Reduced |
| Plum Street Advisors, LLC | 81,657 | $3.34M | 2.22% | +81,657 | New |
| Abbrea Capital, LLC | 80,979 | $3.31M | 0.48% | 00.0% | Unchanged |
| MML Investors Services, LLC | 79,887 | $3.27M | 0.02% | +2,124+2.7% | Added |
| Mercer Global Advisors Inc | 79,794 | $3.26M | 0.01% | −28,400−26.2% | Reduced |
| Advisory Alpha, LLC | 77,128 | $3.16M | 0.14% | +2,299+3.1% | Added |
| Colony Group, LLC | 76,251 | $3.12M | 0.04% | +76,251 | New |
| Equitable Holdings, Inc. | 74,891 | $3.06M | 0.04% | +74,891 | New |
| Rockefeller Capital Management L.P. | 74,307 | $3.04M | 0.01% | +1,423+2.0% | Added |
| Quent Capital, LLC | 73,993 | $3.03M | 0.41% | +8,067+12.2% | Added |
| Catalyst Capital Advisors LLC | 73,500 | $3.01M | 0.08% | 00.0% | Unchanged |
| Franklin Resources Inc | 73,457 | $3.01M | 0.00% | −891−1.2% | Reduced |
| Upper Left Wealth Management, LLC | 73,058 | $2.99M | 2.93% | −6,369−8.0% | Reduced |
| Evercore Wealth Management, LLC | 72,641 | $2.97M | 0.05% | +2,774+4.0% | Added |
| Tokio Marine Asset Management Co Ltd | 72,400 | $2.96M | 0.16% | −1,600−2.2% | Reduced |
| IFP Advisors, Inc | 72,041 | $2.95M | 0.14% | −5,450−7.0% | Reduced |
| Integrated Advisors Network LLC | 71,802 | $2.94M | 0.17% | −4,859−6.3% | Reduced |
| China Universal Asset Management Co., Ltd. | 71,700 | $2.93M | 0.57% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 69,817 | $2.86M | 0.04% | −769−1.1% | Reduced |
| Marble Harbor Investment Counsel, LLC | 69,525 | $2.84M | 0.35% | +300+0.4% | Added |
| Brookstone Capital Management | 68,942 | $2.82M | 0.05% | −3,527−4.9% | Reduced |
| Community Bank, N.A. | 68,795 | $2.81M | 0.37% | +66,782+3,317.5% | Added |
| Mission Creek Capital Partners, Inc. | 67,786 | $2.77M | 0.71% | +307+0.5% | Added |
| Cabot Wealth Management Inc | 66,805 | $2.73M | 0.38% | +197+0.3% | Added |
| Lodestar Private Asset Management LLC | 66,518 | $2.72M | 0.42% | −438−0.7% | Reduced |
| Team Financial Group, LLC | 65,361 | $2.67M | 1.92% | +3,047+4.9% | Added |
| BKD Wealth Advisors, LLC | 64,498 | $2.64M | 0.07% | −14,691−18.6% | Reduced |
| Wealthcare Advisory Partners LLC | 63,900 | $2.61M | 0.10% | +6,463+11.3% | Added |
| Baker Tilly Wealth Management, LLC | 63,882 | $2.61M | 0.43% | −14,820−18.8% | Reduced |
| Ci Investments Inc. | 62,534 | $2.56M | 0.01% | −18,000−22.4% | Reduced |
| Kraematon Investment Advisors, Inc | 62,199 | $2.54M | 2.80% | +775+1.3% | Added |
| Atria Wealth Solutions, Inc. | 61,295 | $2.51M | 0.03% | +54,740+835.1% | Added |
| Walkner Condon Financial Advisors LLC | 59,600 | $2.44M | 0.56% | +8,794+17.3% | Added |
| Portside Wealth Group, LLC | 58,856 | $2.41M | 0.45% | −50,970−46.4% | Reduced |
| Baker Ellis Asset Management LLC | 55,150 | $2.26M | 0.36% | −5,500−9.1% | Reduced |
| Janney Montgomery Scott LLC | 55,034 | $2.25M | 0.01% | +1,458+2.7% | Added |
| GeoWealth Management, LLC | 54,571 | $2.23M | 0.18% | −1,134−2.0% | Reduced |
| Jacobi Capital Management LLC | 54,400 | $2.23M | 0.23% | −2,590−4.5% | Reduced |
| Capstone Wealth Management Group, LLC | 53,415 | $2.19M | 2.07% | +2,924+5.8% | Added |
| Lincoln National Corp | 52,739 | $2.16M | 0.04% | +6,367+13.7% | Added |
| Benjamin Edwards Inc | 47,329 | $1.94M | 0.42% | −34,969−42.5% | Reduced |
| Money Concepts Capital Corp | 46,905 | $1.92M | 0.18% | +46,905 | New |
| Mills Wealth Advisors LLC | 46,651 | $1.91M | 1.45% | −4,306−8.5% | Reduced |
| Wallace Advisory Group, LLC | 50,594 | $1.85M | 1.45% | −22,952−31.2% | Reduced |
| Q3 Asset Management | 44,676 | $1.83M | 0.46% | +44,676 | New |
| Copperwynd Financial, LLC | 44,170 | $1.81M | 0.72% | −3,473−7.3% | Reduced |
| Valicenti Advisory Services Inc | 42,192 | $1.73M | 0.52% | +13,520+47.2% | Added |
| Creative Planning | 41,682 | $1.71M | 0.00% | −12,786−23.5% | Reduced |
| Scotia Capital Inc. | 41,589 | $1.70M | 0.01% | +777+1.9% | Added |
| Nomura Asset Management Co Ltd | 40,200 | $1.64M | 0.01% | −6,400−13.7% | Reduced |
| Petix & Botte Co | 38,710 | $1.58M | 0.47% | 00.0% | Unchanged |
| Bridgewater Advisors Inc. | 38,553 | $1.58M | 0.24% | +16,988+78.8% | Added |
| Steward Partners Investment Advisory, LLC | 37,345 | $1.53M | 0.02% | +14,855+66.1% | Added |
| Beacon Pointe Advisors, LLC | 36,741 | $1.50M | 0.02% | −2,745−7.0% | Reduced |
| One Charles Private Wealth Services, LLC | 36,352 | $1.49M | 0.79% | −16,044−30.6% | Reduced |
| Vermillion & White Wealth Management Group, LLC | 35,525 | $1.45M | 1.41% | +35,525 | New |
| Farther Finance Advisors, LLC | 35,059 | $1.43M | 0.10% | +34,603+7,588.4% | Added |
| Essex Financial Services, Inc. | 34,873 | $1.43M | 0.15% | +2,301+7.1% | Added |
| Merit Financial Group, LLC | 34,570 | $1.41M | 0.04% | +907+2.7% | Added |
| Richard Bernstein Advisors LLC | 34,313 | $1.40M | 0.03% | −4,651−11.9% | Reduced |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 33,105 | $1.35M | 0.49% | −23,211−41.2% | Reduced |
| Gradient Capital Advisors, LLC | 32,333 | $1.32M | 0.50% | +1,455+4.7% | Added |
| Global Wealth Management Investment Advisory, Inc. | 31,182 | $1.28M | 0.33% | +1,196+4.0% | Added |
| Kestra Advisory Services, LLC | 31,003 | $1.27M | 0.01% | +31,003 | New |
| Legacy Capital Wealth Partners, LLC | 29,895 | $1.22M | 0.35% | +2,066+7.4% | Added |
| Forbes J M & Co LLP | 28,711 | $1.17M | 0.14% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 28,185 | $1.15M | 0.39% | −16,410−36.8% | Reduced |
| Leo Wealth, LLC | 27,986 | $1.15M | 0.12% | +27,986 | New |
| Tocqueville Asset Management L.P. | 27,545 | $1.13M | 0.02% | −35−0.1% | Reduced |
| Comerica Bank | 26,689 | $1.09M | 0.01% | −6,052−18.5% | Reduced |
| Choate Investment Advisors | 25,760 | $1.05M | 0.03% | 00.0% | Unchanged |
| Brown Miller Wealth Management, LLC | 25,502 | $1.04M | 0.52% | +849+3.4% | Added |
| Whittier Trust Co of Nevada Inc | 25,500 | $1.04M | 0.03% | 00.0% | Unchanged |
| Change Path, LLC | 25,410 | $1.04M | 0.07% | −5,923−18.9% | Reduced |
| US Bancorp | 25,017 | $1.02M | 0.00% | +15,583+165.2% | Added |
| Leading Edge Financial Planning LLC | 24,444 | $1.00M | 0.52% | −453−1.8% | Reduced |
| Carret Asset Management, LLC | 23,673 | $968.5K | 0.12% | 00.0% | Unchanged |
| Visionary Wealth Advisors | 22,425 | $917.4K | 0.07% | −26,329−54.0% | Reduced |
| CIBC Private Wealth Group, LLC | 22,337 | $913.8K | 0.00% | −82−0.4% | Reduced |
| Robinson Value Management, Ltd. | 22,151 | $906.2K | 0.60% | +29+0.1% | Added |
| Heritage Wealth Advisors | 22,083 | $903.4K | 0.04% | +22,083 | New |
| Kendall Capital Management | 21,919 | $896.7K | 0.35% | −1,009−4.4% | Reduced |
| Total Investment Management Inc | 20,191 | $826.0K | 0.10% | +292+1.5% | Added |