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 |
|---|---|---|---|---|---|
| Stansberry Asset Management, LLC | 19,834 | $811.4K | 0.13% | −460−2.3% | Reduced |
| Diligent Investors, LLC | 19,788 | $809.5K | 0.22% | −700−3.4% | Reduced |
| HRT Financial LP | 19,442 | $795.0K | 0.01% | +6,561+50.9% | Added |
| Caldwell Trust Co | 19,414 | $794.2K | 0.10% | +282+1.5% | Added |
| Global Retirement Partners, LLC | 19,414 | $780.8K | 0.03% | +18,626+2,363.7% | Added |
| Sargent Investment Group, LLC | 19,081 | $780.6K | 0.17% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 19,103 | $778.4K | 0.02% | +19,103 | New |
| Acorn Wealth Advisors, LLC | 18,242 | $746.3K | 0.44% | −2,252−11.0% | Reduced |
| Independent Advisor Alliance | 18,843 | $734.0K | 0.03% | +10,160+117.0% | Added |
| Advocacy Wealth Management Services, LLC | 17,465 | $714.5K | 0.07% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 16,739 | $684.8K | 0.15% | +16,739 | New |
| Continuum Advisory, LLC | 16,720 | $684.0K | 0.10% | −2,317−12.2% | Reduced |
| Kingsview Wealth Management, LLC | 15,954 | $652.7K | 0.02% | +15,954 | New |
| Brown Advisory Inc | 15,659 | $640.6K | 0.00% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 15,423 | $631.0K | 0.03% | −350−2.2% | Reduced |
| Mutual Advisors, LLC | 15,125 | $618.8K | 0.02% | +7,087+88.2% | Added |
| Green Harvest Asset Management LLC | 14,964 | $612.2K | 0.02% | −27,404−64.7% | Reduced |
| Central Trust Co | 14,931 | $610.8K | 0.02% | 00.0% | Unchanged |
| Cetera Advisors LLC | 14,763 | $604.0K | 0.01% | +582+4.1% | Added |
| Pathway Financial Advisors LLC | 14,409 | $589.5K | 0.17% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 14,299 | $585.0K | 0.01% | +14,299 | New |
| SWMG, LLC | 14,024 | $573.7K | 0.27% | −16,145−53.5% | Reduced |
| Destiny Capital Corp | 13,552 | $554.4K | 0.39% | +13,552 | New |
| Nwam LLC | 13,103 | $536.0K | 0.04% | +684+5.5% | Added |
| Park Avenue Securities LLC | 13,047 | $534.0K | 0.01% | +5,681+77.1% | Added |
| CI Private Wealth, LLC | 13,026 | $532.9K | 0.00% | +5,056+63.4% | Added |
| Northwestern Mutual Wealth Management Co | 12,809 | $524.0K | 0.00% | −704−5.2% | Reduced |
| Michael B. Yongue | 12,748 | $521.5K | 0.47% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 12,622 | $516.4K | 0.02% | +1,763+16.2% | Added |
| Mitchell McLeod Pugh & Williams Inc | 12,134 | $496.4K | 0.13% | −715−5.6% | Reduced |
| Vista Wealth Management Group, LLC | 12,000 | $490.9K | 0.04% | 00.0% | Unchanged |
| Wilbanks Smith & Thomas Asset Management LLC | 11,944 | $488.6K | 0.01% | 00.0% | Unchanged |
| Weil Company, Inc. | 11,943 | $488.6K | 0.21% | 00.0% | Unchanged |
| Auour Investments LLC | 12,141 | $488.3K | 0.19% | −37−0.3% | Reduced |
| Financial Network Wealth Advisors LLC | 11,792 | $482.4K | 0.51% | +11,792 | New |
| Washington Trust Co | 11,528 | $471.6K | 0.02% | −580−4.8% | Reduced |
| Valmark Advisers, Inc. | 11,330 | $463.5K | 0.01% | −64−0.6% | Reduced |
| The PNC Financial Services Group, Inc. | 11,175 | $457.2K | 0.00% | −25−0.2% | Reduced |
| Pathstone Holdings, LLC | 10,750 | $439.8K | 0.00% | +10,750 | New |
| WCG Wealth Advisors LLC | 10,487 | $429.0K | 0.03% | −814−7.2% | Reduced |
| Betterment LLC | 10,400 | $425.0K | 0.00% | −94−0.9% | Reduced |
| Pecaut & Co. | 10,355 | $423.6K | 0.17% | 00.0% | Unchanged |
| Principal Securities, Inc. | 10,223 | $418.2K | 0.02% | +10,223 | New |
| Carmichael Hill & Associates, Inc. | 9,981 | $408.3K | 0.18% | +1,553+18.4% | Added |
| Strategic Blueprint, LLC | 9,931 | $406.3K | 0.03% | +9,931 | New |
| Capital Analysts, LLC | 9,866 | $404.0K | 0.02% | +2,484+33.6% | Added |
| PDS Planning, Inc | 9,774 | $399.9K | 0.05% | +5,168+112.2% | Added |
| Myecfo, LLC | 9,675 | $395.8K | 0.25% | +2,340+31.9% | Added |
| Axxcess Wealth Management, LLC | 9,536 | $390.1K | 0.01% | +9,536 | New |
| Segment Wealth Management, LLC | 9,500 | $388.6K | 0.03% | 00.0% | Unchanged |
| Valtinson Bruner Financial Planning LLC | 9,369 | $383.3K | 0.20% | +328+3.6% | Added |
| Financial Enhancement Group LLC | 9,607 | $382.3K | 0.07% | −1,578−14.1% | Reduced |
| Prudential Financial Inc | 9,006 | $368.4K | 0.00% | +9,006 | New |
| SG Americas Securities, LLC | 8,880 | $363.0K | 0.00% | +8,880 | New |
| Thrivent Financial for Lutherans | 8,771 | $359.0K | 0.00% | +8,771 | New |
| Smith Anglin Financial, LLC | 8,752 | $358.0K | 0.04% | +831+10.5% | Added |
| Laidlaw Wealth Management LLC | 8,748 | $357.9K | 0.13% | −458−5.0% | Reduced |
| SeaCrest Wealth Management, LLC | 8,830 | $357.8K | 0.04% | +8,830 | New |
| FirstPurpose Wealth LLC | 8,704 | $356.1K | 0.14% | −4,834−35.7% | Reduced |
| Derbend Asset Management | 8,652 | $354.0K | 0.21% | −35−0.4% | Reduced |
| Two Sigma Securities, LLC | 8,264 | $338.1K | 0.02% | +8,264 | New |
| Appleton Partners Inc | 7,840 | $321.0K | 0.03% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 7,738 | $317.0K | 0.01% | +7,738 | New |
| Lido Advisors, LLC | 7,689 | $314.6K | 0.00% | −941−10.9% | Reduced |
| First Heartland Consultants, Inc. | 7,559 | $309.0K | 0.04% | −83−1.1% | 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 |
| DFPG Investments, LLC | 7,549 | $305.5K | 0.02% | −876−10.4% | Reduced |
| Mather Group, LLC. | 7,462 | $305.3K | 0.00% | −4,545−37.9% | Reduced |
| Intrua Financial, LLC | 7,334 | $300.0K | 0.05% | −8,744−54.4% | Reduced |
| Sound Income Strategies, LLC | 7,181 | $293.8K | 0.02% | +6,563+1,062.0% | Added |
| ShoreHaven Wealth Partners, LLC | 6,782 | $277.5K | 0.17% | −299−4.2% | Reduced |
| Per Stirling Capital Management, LLC. | 6,730 | $275.3K | 0.05% | +6,730 | New |
| Belpointe Asset Management LLC | 6,436 | $263.3K | 0.02% | +624+10.7% | Added |
| Richardson Financial Services Inc. | 6,266 | $256.4K | 0.22% | +6,266 | New |
| Sound View Wealth Advisors Group, LLC | 6,194 | $253.4K | 0.03% | 00.0% | Unchanged |
| Lee Financial Co | 6,188 | $253.2K | 0.04% | 00.0% | Unchanged |
| McAdam, LLC | 6,147 | $251.5K | 0.02% | 00.0% | Unchanged |
| Van Eck Associates Corp | 5,993 | $245.0K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 5,961 | $243.9K | 0.03% | 00.0% | Unchanged |
| AXS Investments LLC | 5,905 | $241.6K | 0.06% | −655−10.0% | Reduced |
| Signet Financial Management, LLC | 5,827 | $238.4K | 0.04% | +5,827 | New |
| Glassman Wealth Services | 5,820 | $238.1K | 0.03% | +5,800+29,000.0% | Added |
| Oceanside Advisors LLC | 5,737 | $234.7K | 0.21% | +5,737 | New |
| Heritage Investors Management Corp | 5,685 | $233.0K | 0.01% | 00.0% | Unchanged |
| Patten Group, Inc. | 5,568 | $227.8K | 0.06% | +5,568 | New |
| Integrated Wealth Concepts LLC | 5,567 | $227.7K | 0.00% | −539−8.8% | Reduced |
| Access Investment Management LLC | 5,370 | $219.7K | 0.08% | +5,370 | New |
| Verdence Capital Advisors LLC | 5,299 | $216.8K | 0.02% | +5,299 | New |
| Wynn Capital, LLC | 5,100 | $208.6K | 0.17% | +5,100 | New |
| IHT Wealth Management, LLC | 5,063 | $207.1K | 0.01% | +5,063 | New |
| MSH Capital Advisors LLC | 4,995 | $204.3K | 0.08% | +4,995 | New |
| Sheets Smith Wealth Management | 4,957 | $202.8K | 0.03% | +4,957 | New |
| Private Trust Co NA | 4,894 | $200.2K | 0.02% | 00.0% | Unchanged |
| Spire Wealth Management | 4,871 | $196.0K | 0.01% | −250−4.9% | Reduced |
| Nemes Rush Group LLC | 3,994 | $163.4K | 0.03% | −1,292−24.4% | Reduced |
| Bell Investment Advisors, Inc | 3,985 | $163.0K | 0.03% | 00.0% | Unchanged |
| Birch Capital Management, LLC | 3,533 | $144.5K | 0.08% | +1,472+71.4% | Added |
| Castleview Partners, LLC | 3,177 | $130.0K | 0.09% | +3,177 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 2,799 | $114.5K | 0.23% | +2,799 | New |