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 |
|---|---|---|---|---|---|
| Householder Group Estate & Retirement Specialist, LLC | 2,806 | $114.0K | 0.04% | −1,014−26.5% | Reduced |
| Matrix Trust Co | 2,739 | $112.0K | 0.03% | −258−8.6% | Reduced |
| Federation des caisses Desjardins du Quebec | 2,637 | $107.9K | 0.00% | +43+1.7% | Added |
| Larson Financial Group LLC | 2,575 | $105.3K | 0.01% | +2+0.1% | Added |
| Washington Trust Advisors, Inc. | 2,444 | $100.0K | 0.01% | −3,247−57.1% | Reduced |
| Colonial Trust Co | 2,386 | $97.7K | 0.02% | −11−0.5% | Reduced |
| Laurel Wealth Advisors LLC | 2,368 | $96.9K | 0.02% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 2,220 | $90.8K | 0.00% | +2,220 | New |
| Impact Partnership Wealth, LLC | 2,063 | $84.4K | 0.03% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 2,060 | $84.3K | 0.01% | 00.0% | Unchanged |
| BFSG, LLC | 1,877 | $76.8K | 0.01% | +1,877 | New |
| Harbour Investments, Inc. | 1,846 | $75.5K | 0.00% | +10+0.5% | Added |
| RFP Financial Group LLC | 1,583 | $64.8K | 0.03% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 1,312 | $53.7K | 0.01% | +1,312 | New |
| National Bank of Canada | 1,312 | $53.5K | 0.00% | −1−0.1% | Reduced |
| Hollencrest Capital Management | 1,210 | $49.5K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | – | $43.2K | 0.00% | – | – |
| Allworth Financial LP | 1,023 | $41.8K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 1,000 | $41.0K | 0.00% | −100−9.1% | Reduced |
| Tidemark, LLC | 992 | $40.6K | 0.03% | +992 | New |
| Fortitude Family Office, LLC | 976 | $39.9K | 0.03% | +976 | New |
| Headlands Technologies LLC | 953 | $39.0K | 0.01% | +953 | New |
| Parallel Advisors, LLC | 850 | $34.8K | 0.00% | −720−45.9% | Reduced |
| Key Financial Inc | 837 | $34.2K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 825 | $33.8K | 0.00% | +825 | New |
| Parkside Financial Bank & Trust | 817 | $33.4K | 0.01% | 00.0% | Unchanged |
| FMR LLC | 809 | $33.1K | 0.00% | +182+29.0% | Added |
| Baystate Wealth Management LLC | 804 | $32.9K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 788 | $32.2K | 0.03% | +788 | New |
| Retirement Group, LLC | 735 | $30.1K | 0.01% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 662 | $27.1K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 599 | $24.5K | 0.00% | +568+1,832.3% | Added |
| Webster Bank, N. A. | 568 | $23.2K | 0.00% | +568 | New |
| Security National Bank | 558 | $22.8K | 0.01% | +558 | New |
| Smartleaf Asset Management LLC | 532 | $21.8K | 0.01% | +532 | New |
| VitalStone Financial, LLC | 525 | $21.0K | 0.02% | −115−18.0% | Reduced |
| HBC Financial Services, PLLC | 511 | $20.0K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 415 | $17.0K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 335 | $13.7K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 351 | $12.9K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 285 | $11.7K | 0.00% | −1,068−78.9% | Reduced |
| Pacifica Partners Inc. | 280 | $11.2K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 265 | $10.9K | 0.00% | +8+3.1% | Added |
| Geneos Wealth Management Inc. | 258 | $10.6K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 227 | $9.29K | 0.00% | +227 | New |
| Financial Perspectives, Inc | 217 | $8.88K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 204 | $8.35K | 0.00% | +104+104.0% | Added |
| Salem Investment Counselors Inc | 200 | $8.18K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 189 | $7.73K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 180 | $7.36K | 0.01% | +180 | New |
| NBC Securities, Inc. | 178 | $7.00K | 0.00% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 168 | $6.87K | 0.00% | +168 | New |
| Archer Investment Corp | 155 | $6.34K | 0.00% | +155 | New |
| Bogart Wealth, LLC | 154 | $6.30K | 0.00% | +28+22.2% | Added |
| TD Capital Management LLC | 154 | $6.30K | 0.00% | +154 | New |
| First Command Advisory Services, Inc. | 234 | $5.48K | 0.00% | +234 | New |
| Signaturefd, LLC | 100 | $4.09K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 99 | $4.05K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 98 | $4.01K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 87 | $3.56K | 0.00% | +87 | New |
| Sandy Spring Bank | 82 | $3.35K | 0.00% | 00.0% | Unchanged |
| Spectrum Wealth Counsel, LLC | 36 | $1.47K | 0.00% | +36 | New |
| Investment Research & Advisory Group, Inc. | 34 | $1.39K | 0.00% | +34 | New |
| Hillsdale Investment Management Inc. | 27 | $1.10K | 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 |
| CWM, LLC | 28 | $1.00K | 0.00% | −519−94.9% | Reduced |
| Covestor Ltd | 19 | $1.00K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 23 | $941 | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 22 | $900 | 0.00% | +22 | New |
| North Star Investment Management Corp. | 20 | $818 | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 11 | $450 | 0.00% | −22−66.7% | Reduced |
| Truvestments Capital LLC | 5 | $205 | 0.00% | +5 | New |
| Fairfield, Bush & Co. | 2 | $82 | 0.00% | +2 | New |
| Evoke Wealth, LLC | 0 | $0 | 0.00% | −5,433,367−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −444,752−100.0% | Sold out |
| Wealth Advisory Solutions, LLC | 0 | $0 | 0.00% | −140,415−100.0% | Sold out |
| Adventist Health System Sunbelt Healthcare Corp | 0 | $0 | 0.00% | −77,126−100.0% | Sold out |
| Sentinel Pension Advisors Inc | 0 | $0 | 0.00% | −73,257−100.0% | Sold out |
| Mid-American Wealth Advisory Group, Inc. | 0 | $0 | 0.00% | −65,450−100.0% | Sold out |
| Atria Investments LLC | 0 | $0 | 0.00% | −39,359−100.0% | Sold out |
| Lloyd Advisory Services, LLC. | 0 | $0 | 0.00% | −22,316−100.0% | Sold out |
| Norden Group LLC | 0 | $0 | 0.00% | −22,316−100.0% | Sold out |
| Requisite Capital Management, LLC | 0 | $0 | 0.00% | −38,287−100.0% | Sold out |
| B.O.S.S. Retirement Advisors, LLC | 0 | $0 | 0.00% | −17,108−100.0% | Sold out |
| Lam Group, Inc. | 0 | $0 | 0.00% | −16,530−100.0% | Sold out |
| Procyon Private Wealth Partners, LLC | 0 | $0 | 0.00% | −13,476−100.0% | Sold out |
| Great Lakes Retirement, Inc. | 0 | $0 | 0.00% | −11,532−100.0% | Sold out |
| Financial Sense Advisors, Inc. | 0 | $0 | 0.00% | −9,515−100.0% | Sold out |
| Aptus Capital Advisors, LLC | 0 | $0 | 0.00% | −9,183−100.0% | Sold out |
| Synergy Financial Management, LLC | 0 | $0 | 0.00% | −7,344−100.0% | Sold out |
| Cahill Financial Advisors Inc | 0 | $0 | 0.00% | −7,289−100.0% | Sold out |
| Catalyst Private Wealth, LLC | 0 | $0 | 0.00% | −7,121−100.0% | Sold out |
| Truist Financial Corp | 0 | $0 | 0.00% | −7,056−100.0% | Sold out |
| MONECO Advisors, LLC | 0 | $0 | 0.00% | −6,997−100.0% | Sold out |
| Trellis Advisors, LLC | 0 | $0 | 0.00% | −6,744−100.0% | Sold out |
| Mosaic Family Wealth Partners, LLC | 0 | $0 | 0.00% | −6,033−100.0% | Sold out |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −5,821−100.0% | Sold out |
| Authentikos Wealth Advisory, LLC | 0 | $0 | 0.00% | −5,686−100.0% | Sold out |
| Garrett Investment Advisors LLC | 0 | $0 | 0.00% | −5,563−100.0% | Sold out |