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, Q1 2024
Institutional positions in World Gold Trust as of Mar 31, 2024. 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
- 375
- +5 vs. Q4 2023
- Shares held
- 97.1M
- +3.58M (+3.8%) vs. Q4 2023
- Total value
- $4.33B
- +$500.1M (+13.1%) vs. Q4 2023
- New holders
- 44
- 148 more added
- Sold out
- 39
- 120 more reduced
4 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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 | 878 | $13.9B |
| Q3 2025 | 754 | $11.8B |
| Q2 2025 | 702 | $9.26B |
| Q1 2025 | 618 | $8.05B |
| Q4 2024 | 541 | $5.85B |
| Q3 2024 | 465 | $5.95B |
| Q2 2024 | 406 | $4.21B |
| Q1 2024 | 375 | $4.84B |
| Q4 2023 | 374 | $4.09B |
| Q3 2023 | 345 | $3.52B |
| Q2 2023 | 334 | $4.12B |
| Q1 2023 | 319 | $3.95B |
| Q4 2022 | 275 | $3.67B |
| Q3 2022 | 255 | $2.88B |
| Q2 2022 | 274 | $3.11B |
| Q1 2022 | 240 | $2.55B |
| Q4 2021 | 258 | $2.86B |
| Q3 2021 | 235 | $2.75B |
| Q2 2021 | 239 | $2.81B |
| Q1 2021 | 227 | $2.69B |
Institutions, Q1 2024
Shares, value and share of portfolio for each institution holding World Gold Trust; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sumitomo Mitsui Trust Holdings, Inc. | 13,800,000 | $607.9M | 0.42% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 6,263,652 | $275.9M | 8.21% | +6,263,652 | New |
| Morgan Stanley | 5,882,449 | $259.1M | 0.02% | −397,211−6.3% | Reduced |
| Asset Management One Co.,Ltd. | 3,741,148 | $164.8M | 0.64% | +448,680+13.6% | Added |
| UBS Group AG | 3,150,116 | $138.8M | 0.05% | −171,746−5.2% | Reduced |
| Bank of America Corp | 2,976,636 | $131.1M | 0.01% | +144,010+5.1% | Added |
| Alaska Permanent Fund Corp | 2,623,000 | $115.5M | 1.70% | +2,493,000+1,917.7% | Added |
| Ameriprise Financial Inc | 2,372,408 | $104.5M | 0.03% | +189,886+8.7% | Added |
| State Street Corp | 2,372,363 | $104.5M | 0.00% | −23,719−1.0% | Reduced |
| 3EDGE Asset Management, LP | 2,261,156 | $99.6M | 7.76% | +943,370+71.6% | Added |
| Stifel Financial Corp | 2,231,970 | $98.3M | 0.11% | +847,041+61.2% | Added |
| Toroso Investments, LLC | 1,860,526 | $82.0M | 1.40% | +34,857+1.9% | Added |
| Strategic Financial Services, Inc, | 1,619,713 | $71.3M | 4.61% | +118,470+7.9% | Added |
| Congress Wealth Management LLC | 1,524,178 | $67.1M | 1.16% | +6,985+0.5% | Added |
| LPL Financial LLC | 1,515,713 | $66.8M | 0.04% | +52,081+3.6% | Added |
| Greenline Partners, LLC | 1,496,830 | $65.9M | 10.51% | +48,798+3.4% | Added |
| Benjamin F. Edwards & Company, Inc. | 1,385,815 | $61.0M | 1.11% | +636,287+84.9% | Added |
| Gradient Investments LLC | 1,337,551 | $58.9M | 1.37% | −52,057−3.7% | Reduced |
| Bank of New York Mellon Corp | 1,231,129 | $54.2M | 0.01% | −1,866−0.2% | Reduced |
| Miracle Mile Advisors, LLC | 1,230,363 | $54.2M | 1.36% | +49,023+4.1% | Added |
| Mirae Asset Global Investments Co., Ltd. | 1,146,264 | $50.5M | 0.11% | −39,019−3.3% | Reduced |
| Hollow Brook Wealth Management LLC | 1,131,198 | $49.8M | 18.43% | −5,404−0.5% | Reduced |
| American Trust | 104,846 | $48.4M | 4.04% | +104,846 | New |
| Wells Fargo & Company | 952,287 | $41.9M | 0.01% | +201,635+26.9% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 916,810 | $40.4M | 0.50% | +45,800+5.3% | Added |
| Royal Bank of Canada | 884,293 | $39.0M | 0.01% | −30,113−3.3% | Reduced |
| Richard C. Young & CO., LTD. | 878,502 | $38.7M | 4.86% | −11,152−1.3% | Reduced |
| American Investment Services, Inc. | 862,232 | $38.0M | 6.73% | +8,075+0.9% | Added |
| Great Valley Advisor Group, Inc. | 840,541 | $37.0M | 1.12% | +198,201+30.9% | Added |
| Cohen & Steers, Inc. | 707,253 | $31.2M | 0.07% | −275,908−28.1% | Reduced |
| Envestnet Asset Management Inc | 665,505 | $29.3M | 0.01% | −7,452−1.1% | Reduced |
| Van Eck Associates Corp | 659,993 | $29.1M | 0.04% | +654,000+10,912.7% | Added |
| Nepc LLC | 659,345 | $29.0M | 1.00% | +277,470+72.7% | Added |
| Capital Planning Advisors, LLC | 650,684 | $28.7M | 5.03% | +30,727+5.0% | Added |
| Confluence Investment Management LLC | 615,603 | $27.1M | 0.36% | +268,562+77.4% | Added |
| Burt Wealth Advisors | 596,264 | $26.3M | 6.66% | +37,391+6.7% | Added |
| Pineridge Advisors LLC | 582,605 | $25.7M | 9.03% | −8,862−1.5% | Reduced |
| SEI Investments Co | 570,572 | $25.1M | 0.04% | +362,121+173.7% | Added |
| MBL Wealth, LLC | 567,414 | $25.0M | 2.84% | +11,735+2.1% | Added |
| Assetmark, Inc | 522,346 | $23.0M | 0.07% | +82,263+18.7% | Added |
| Cerity Partners LLC | 519,683 | $22.9M | 0.06% | −12,594−2.4% | Reduced |
| SNS Financial Group, LLC | 513,807 | $22.6M | 2.48% | −2,611−0.5% | Reduced |
| Brandywine Oak Private Wealth LLC | 483,185 | $21.3M | 2.22% | −7,643−1.6% | Reduced |
| Baird Financial Group, Inc. | 442,894 | $19.5M | 0.04% | +13,972+3.3% | Added |
| Wealth Advisory Solutions, LLC | 410,747 | $19.0M | 4.92% | +410,747 | New |
| Advisor Group Holdings, Inc. | 407,608 | $18.0M | 0.04% | −80,924−16.6% | Reduced |
| Sentinel Pension Advisors Inc | 407,387 | $17.9M | 3.84% | +407,387 | New |
| Raymond James Financial Services Advisors, Inc. | 399,572 | $17.6M | 0.03% | −2,714−0.7% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 394,799 | $17.4M | 0.56% | +2,445+0.6% | Added |
| NavPoint Financial, Inc. | 381,676 | $16.8M | 14.61% | −18,899−4.7% | Reduced |
| Raymond James & Associates | 371,689 | $16.4M | 0.01% | +61,172+19.7% | Added |
| TownSquare Capital, LLC | 370,844 | $16.3M | 0.24% | +136,869+58.5% | Added |
| Nottingham Advisors, Inc. | 354,630 | $15.6M | 1.91% | −53,062−13.0% | Reduced |
| Joseph Group Capital Management | 345,307 | $15.2M | 7.62% | +15,998+4.9% | Added |
| Parcion Private Wealth LLC | 323,045 | $14.2M | 1.25% | −9,488−2.9% | Reduced |
| Eudaimonia Partners, LLC | 299,009 | $13.2M | 3.13% | −55,096−15.6% | Reduced |
| Evernest Financial Advisors, LLC | 269,745 | $12.8M | 6.04% | +269+0.1% | Added |
| Cetera Investment Advisers | 282,038 | $12.4M | 0.03% | +145,220+106.1% | Added |
| Private Advisor Group, LLC | 273,570 | $12.1M | 0.09% | +9,633+3.6% | Added |
| Keudell/Morrison Wealth Management | 253,580 | $11.2M | 3.38% | +3,497+1.4% | Added |
| JNBA Financial Advisors | 252,617 | $11.1M | 1.17% | −122,135−32.6% | Reduced |
| Deutsche Bank AG | 250,000 | $11.0M | 0.01% | 00.0% | Unchanged |
| Austin Wealth Management, LLC | 232,971 | $11.0M | 2.72% | +10,911+4.9% | Added |
| Timber Creek Capital Management LLC | 248,083 | $10.9M | 3.42% | −1,682−0.7% | Reduced |
| Gould Asset Management LLC | 242,947 | $10.7M | 2.59% | −42,281−14.8% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 240,973 | $10.6M | 0.03% | +6,537+2.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 236,952 | $10.4M | 0.04% | −55,641−19.0% | Reduced |
| Warren Street Wealth Advisors, LLC | 224,996 | $9.91M | 4.91% | +12,737+6.0% | Added |
| Resona Asset Management Co.,Ltd. | 224,470 | $9.89M | 0.06% | +224,470 | New |
| Bangor Savings Bank | 210,853 | $9.29M | 0.95% | +11,421+5.7% | Added |
| Rockefeller Capital Management L.P. | 204,295 | $9.00M | 0.03% | +129,988+174.9% | Added |
| Peak Financial Advisors LLC | 193,711 | $8.53M | 5.20% | −27,756−12.5% | Reduced |
| R. W. Roge & Company, Inc. | 190,526 | $8.39M | 5.05% | +9,974+5.5% | Added |
| Brinker Capital Investments, LLC | 188,746 | $8.31M | 0.09% | +101,406+116.1% | Added |
| Orion Portfolio Solutions, LLC | 188,746 | $8.31M | 0.09% | +101,406+116.1% | Added |
| Coco Enterprises, LLC | 176,776 | $8.01M | 5.43% | +7,502+4.4% | Added |
| CoreCap Advisors, LLC | 180,103 | $7.93M | 0.42% | +9,656+5.7% | Added |
| AIFG Consultants Ltd. | 178,594 | $7.87M | 5.67% | −19,063−9.6% | Reduced |
| Money Concepts Capital Corp | 177,351 | $7.81M | 0.72% | +130,446+278.1% | Added |
| Avid Wealth Partners LLC | 169,684 | $7.47M | 6.00% | +5,923+3.6% | Added |
| Sterling Investment Advisors, Ltd. | 163,238 | $7.19M | 2.02% | +1,571+1.0% | Added |
| Stratos Wealth Partners, LTD. | 159,385 | $7.02M | 0.12% | +7,543+5.0% | Added |
| Harbor Investment Advisory, LLC | 150,481 | $6.63M | 0.69% | +1,016+0.7% | Added |
| Hudson Capital Management LLC | 148,622 | $6.55M | 2.26% | +3,647+2.5% | Added |
| WR Wealth Planners, LLC | 146,920 | $6.47M | 2.01% | −40.0% | Reduced |
| Synovus Financial Corp | 142,594 | $6.28M | 0.08% | −6,790−4.5% | Reduced |
| Versant Capital Management, Inc | 140,034 | $6.17M | 1.76% | −2,048−1.4% | Reduced |
| Glenview Trust Co | 139,505 | $6.15M | 0.13% | 00.0% | Unchanged |
| Retirement Income Solutions, Inc | 138,064 | $6.08M | 1.38% | −1,437−1.0% | Reduced |
| Clark Capital Management Group, Inc. | 136,764 | $6.02M | 0.04% | −88,145−39.2% | Reduced |
| Citadel Advisors LLC | 125,783 | $5.54M | 0.01% | +125,783 | New |
| Plum Street Advisors, LLC | 103,940 | $5.42M | 2.74% | +22,283+27.3% | Added |
| Flynn Zito Capital Management, LLC | 119,882 | $5.28M | 2.73% | +4,906+4.3% | Added |
| Medici Capital LLC | 118,140 | $5.20M | 5.95% | −433,253−78.6% | Reduced |
| AMJ Financial Wealth Management | 118,041 | $5.20M | 1.74% | +2,331+2.0% | Added |
| Accretive Wealth Partners, LLC | 109,779 | $5.01M | 2.22% | +1,797+1.7% | Added |
| Stapp Wealth Management, PLLC | 112,794 | $4.97M | 8.67% | +601+0.5% | Added |
| Astoria Portfolio Advisors LLC. | 102,889 | $4.87M | 1.88% | +2,382+2.4% | Added |
| Financial Enhancement Group LLC | 102,692 | $4.77M | 0.78% | +93,085+968.9% | Added |
| Archford Capital Strategies, LLC | 108,002 | $4.76M | 0.80% | +3,860+3.7% | Added |