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Livermore
Livermore
ZHEN

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.

Q1 2024 vs. Q4 2023

How the institutions holding World Gold Trust changed between Q4 2023 and Q1 2024.

All holders in Q1 2024All holders in Q4 2023

13F holders of GLDM: Q4 2023 compared with Q1 2024
MeasureQ4 2023Of which not filed for Q1 2024Q1 2024Change
Holders3744375+5
Shares93.7M140.6K97.1M+3.58M (+3.8%)
Value$3.83B$5.75M$4.28B+$451.7M (+11.8%)

4 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (44)

Institutions that held World Gold Trust at the end of Q1 2024 but not at the end of Q4 2023.

Institutions new to GLDM in Q1 2024
InstitutionSharesValue% of portfolio
Evoke Wealth, LLC6,263,652$275.9M8.21%
Wealth Advisory Solutions, LLC410,747$19.0M4.92%
Sentinel Pension Advisors Inc407,387$17.9M3.84%
Resona Asset Management Co.,Ltd.224,470$9.89M0.06%
Citadel Advisors LLC125,783$5.54M0.01%
Transamerica Financial Advisors, Inc.105,413$4.64M0.47%
Chatham Capital Group, Inc.94,960$4.18M0.77%
Aptus Capital Advisors, LLC83,294$3.67M0.08%
TD Waterhouse Canada Inc.71,555$3.65M0.03%
Truist Financial Corp81,143$3.57M0.01%
Encompass More Asset Management78,494$3.46M2.86%
Bright Financial Advisors, Inc.59,017$2.72M2.16%
Prosperity Consulting Group, LLC56,858$2.50M0.31%
Financial Sense Advisors, Inc.50,620$2.23M0.79%
Requisite Capital Management, LLC38,287$1.69M0.37%
Lam Group, Inc.32,385$1.43M1.16%
Principal Financial Group Inc31,731$1.40M0.00%
Vaughan David Investments LLC22,797$1.00M0.02%
Main Street Financial Solutions, LLC22,260$980.6K0.10%
Flagship Harbor Advisors, LLC19,642$865.2K0.06%
Confluence Wealth Services, Inc.14,188$625.0K0.06%
Diversify Advisory Services, LLC13,851$616.6K0.04%
Thrive Capital Management, LLC12,822$564.8K0.30%
EP Wealth Advisors, LLC10,737$473.0K0.01%
Norden Group LLC9,777$430.7K0.09%
Middleton & Co Inc9,151$403.1K0.05%
International Private Wealth Advisors LLC8,376$369.0K0.71%
Denver Wealth Management, Inc.6,565$289.2K0.15%
Sigma Planning Corp6,120$269.6K0.01%
Regimen Wealth, LLC5,048$222.4K0.08%
Csenge Advisory Group5,026$221.4K0.01%
DeDora Capital, Inc.4,611$203.1K0.06%
Cardiff Park Advisors, LLC4,592$202.3K0.02%
Exchange Traded Concepts, LLC1,242$54.7K0.00%
Palisade Asset Management, LLC1,127$49.6K0.00%
Bank Julius Baer & Co. Ltd, Zurich1,000$44.0K0.00%
Rakuten Securities, Inc.988$43.5K0.02%
Northwest Capital Management Inc850$37.4K0.01%
MCF Advisors LLC304$13.4K0.00%
Aspire Private Capital, LLC174$7.67K0.00%
EverSource Wealth Advisors, LLC140$6.36K0.00%
Western Pacific Wealth Management, LP134$5.90K0.00%
Valued Wealth Advisors LLC61$2.69K0.00%
American Trust104,846––

Sold out (39)

Institutions that held World Gold Trust at the end of Q4 2023 and filed for Q1 2024 without it.

Institutions that sold out of GLDM in Q1 2024
InstitutionShares, Q4 2023Value, Q4 2023
Charles Schwab Investment Management Inc1,926,014$78.8M
Bank of Montreal1,676,383$69.1M
HighTower Advisors, LLC1,007,421$41.2M
Advanced Research Investment Solutions, LLC132,142$5.41M
Cetera Advisor Networks LLC127,907$5.23M
Mercer Global Advisors Inc79,794$3.26M
Advisory Alpha, LLC77,128$3.16M
Q3 Asset Management44,676$1.83M
Legacy Capital Wealth Partners, LLC29,895$1.22M
HRT Financial LP19,442$795.0K
Foundations Investment Advisors, LLC19,103$778.4K
Advocacy Wealth Management Services, LLC17,465$714.5K
Buckingham Strategic Partners15,423$631.0K
Cetera Advisors LLC14,763$604.0K
Perigon Wealth Management, LLC12,622$516.4K
Thrivent Financial for Lutherans8,771$359.0K
AXS Investments LLC5,905$241.6K
Glassman Wealth Services5,820$238.1K
Wynn Capital, LLC5,100$208.6K
IHT Wealth Management, LLC5,063$207.1K
MSH Capital Advisors LLC4,995$204.3K
Mowery & Schoenfeld Wealth Management, LLC2,799$114.5K
Advisory Services Network, LLC2,220$90.8K
Focused Wealth Management, Inc2,060$84.3K
RFP Financial Group LLC1,583$64.8K
Huntington National Bank–$43.2K
Headlands Technologies LLC953$39.0K
Parallel Advisors, LLC850$34.8K
Security National Bank558$22.8K
Beacon Capital Management, LLC351$12.9K
Citigroup Inc285$11.7K
Pacifica Partners Inc.280$11.2K
SYSTM Wealth Solutions LLC168$6.87K
First Command Advisory Services, Inc.234$5.48K
Investment Research & Advisory Group, Inc.34$1.39K
Fifth Third Bancorp25$1.02K
Toronto Dominion Bank22$900
North Star Investment Management Corp.20$818
Fairfield, Bush & Co.2$82

Not filed for Q1 2024 yet (4)

Institutions that held World Gold Trust at the end of Q4 2023 and haven't filed a 13F for Q1 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding GLDM in Q4 2023 that haven't filed for Q1 2024
InstitutionShares, Q4 2023Value, Q4 2023
Hobbs Group Advisors, LLC99,115$4.05M
EisnerAmper Wealth Management Corporate Benefits, LLC33,105$1.35M
DFPG Investments, LLC7,549$305.5K
Baystate Wealth Management LLC804$32.9K