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
- $4.28B
- +$451.7M (+11.8%) 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 | 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, 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 |
|---|---|---|---|---|---|
| Truvestments Capital LLC | 5 | $220 | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 11 | $485 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 19 | $1.00K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 23 | $1.01K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 25 | $1.10K | 0.00% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 27 | $1.17K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 32 | $1.41K | 0.00% | −536−94.4% | Reduced |
| Spectrum Wealth Counsel, LLC | 36 | $1.59K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 61 | $2.69K | 0.00% | +61 | New |
| Creekmur Asset Management LLC | 87 | $3.83K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 98 | $4.32K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 100 | $4.41K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 104 | $4.58K | 0.00% | −100−49.0% | Reduced |
| Western Pacific Wealth Management, LP | 134 | $5.90K | 0.00% | +134 | New |
| EverSource Wealth Advisors, LLC | 140 | $6.36K | 0.00% | +140 | New |
| TD Capital Management LLC | 154 | $6.78K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 154 | $6.78K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 155 | $6.83K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 178 | $7.00K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 180 | $7.36K | 0.01% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 174 | $7.67K | 0.00% | +174 | New |
| First Financial Corp | 189 | $8.32K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 200 | $8.81K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 217 | $9.56K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 227 | $10.1K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 277 | $12.2K | 0.00% | +12+4.5% | Added |
| VitalStone Financial, LLC | 300 | $13.0K | 0.01% | −225−42.9% | Reduced |
| Geneos Wealth Management Inc. | 303 | $13.3K | 0.00% | +45+17.4% | Added |
| MCF Advisors LLC | 304 | $13.4K | 0.00% | +304 | New |
| GPS Wealth Strategies Group, LLC | 335 | $14.8K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 378 | $16.7K | 0.00% | +279+281.8% | Added |
| Financial Management Professionals, Inc. | 415 | $18.0K | 0.00% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 511 | $23.0K | 0.02% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 532 | $23.1K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 546 | $24.1K | 0.00% | +464+565.9% | Added |
| Beaird Harris Wealth Management, LLC | 662 | $29.2K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 735 | $32.4K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 808 | $35.6K | 0.01% | −9−1.1% | Reduced |
| Rothschild Investment LLC | 825 | $36.3K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 837 | $36.9K | 0.01% | 00.0% | Unchanged |
| Caitlin John, LLC | 845 | $37.2K | 0.03% | +57+7.2% | Added |
| Northwest Capital Management Inc | 850 | $37.4K | 0.01% | +850 | New |
| Rakuten Securities, Inc. | 988 | $43.5K | 0.02% | +988 | New |
| Hantz Financial Services, Inc. | 1,000 | $44.0K | 0.00% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 1,000 | $44.0K | 0.00% | +1,000 | New |
| GWM Advisors LLC | 1,018 | $44.8K | 0.00% | +419+69.9% | Added |
| Palisade Asset Management, LLC | 1,127 | $49.6K | 0.00% | +1,127 | New |
| Hollencrest Capital Management | 1,210 | $53.3K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 1,242 | $54.7K | 0.00% | +1,242 | New |
| Global Retirement Partners, LLC | 1,251 | $55.1K | 0.00% | −18,163−93.6% | Reduced |
| Hartford Financial Management Inc. | 1,312 | $57.8K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 1,330 | $59.0K | 0.00% | +1,302+4,650.0% | Added |
| National Bank of Canada | 1,479 | $69.3K | 0.00% | +167+12.7% | Added |
| Fortitude Family Office, LLC | 1,605 | $70.7K | 0.05% | +629+64.4% | Added |
| BFSG, LLC | 1,877 | $82.7K | 0.01% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 2,063 | $90.9K | 0.04% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 2,265 | $99.8K | 0.03% | −541−19.3% | Reduced |
| Colonial Trust Co | 2,329 | $101.9K | 0.02% | −57−2.4% | Reduced |
| Laurel Wealth Advisors LLC | 2,368 | $104.3K | 0.02% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 2,444 | $107.7K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 2,481 | $109.3K | 0.01% | −4,700−65.5% | Reduced |
| Larson Financial Group LLC | 2,575 | $113.4K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 2,662 | $117.3K | 0.00% | +816+44.2% | Added |
| Federation des caisses Desjardins du Quebec | 2,757 | $121.5K | 0.00% | +120+4.6% | Added |
| Castleview Partners, LLC | 3,276 | $144.3K | 0.08% | +99+3.1% | Added |
| Nemes Rush Group LLC | 3,976 | $175.1K | 0.03% | −18−0.5% | Reduced |
| Bell Investment Advisors, Inc | 3,985 | $175.5K | 0.03% | 00.0% | Unchanged |
| Cardiff Park Advisors, LLC | 4,592 | $202.3K | 0.02% | +4,592 | New |
| DeDora Capital, Inc. | 4,611 | $203.1K | 0.06% | +4,611 | New |
| Oceanside Advisors LLC | 4,614 | $203.2K | 0.17% | −1,123−19.6% | Reduced |
| Integrated Wealth Concepts LLC | 4,790 | $211.0K | 0.00% | −777−14.0% | Reduced |
| Community Bank, N.A. | 4,844 | $213.3K | 0.03% | −63,951−93.0% | Reduced |
| Sheets Smith Wealth Management | 4,957 | $218.4K | 0.02% | 00.0% | Unchanged |
| Csenge Advisory Group | 5,026 | $221.4K | 0.01% | +5,026 | New |
| Regimen Wealth, LLC | 5,048 | $222.4K | 0.08% | +5,048 | New |
| Victory Capital Management Inc | 5,285 | $232.8K | 0.00% | −2,261−30.0% | Reduced |
| WestEnd Advisors, LLC | 5,285 | $232.8K | 0.01% | −2,261−30.0% | Reduced |
| Lido Advisors, LLC | 5,357 | $236.0K | 0.00% | −2,332−30.3% | Reduced |
| Access Investment Management LLC | 5,370 | $236.5K | 0.08% | 00.0% | Unchanged |
| FMR LLC | 5,462 | $240.6K | 0.00% | +4,653+575.2% | Added |
| Matrix Trust Co | 5,528 | $244.0K | 0.06% | +2,789+101.8% | Added |
| Allworth Financial LP | 5,603 | $246.8K | 0.00% | +4,580+447.7% | Added |
| Heritage Investors Management Corp | 5,685 | $250.0K | 0.01% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 5,959 | $262.5K | 0.02% | −477−7.4% | Reduced |
| Anchor Investment Management, LLC | 5,961 | $262.6K | 0.03% | 00.0% | Unchanged |
| Birch Capital Management, LLC | 6,013 | $264.9K | 0.14% | +2,480+70.2% | Added |
| McAdam, LLC | 6,039 | $266.0K | 0.02% | −108−1.8% | Reduced |
| Verdence Capital Advisors LLC | 6,056 | $266.8K | 0.02% | +757+14.3% | Added |
| Mather Group, LLC. | 6,532 | $267.2K | 0.00% | −930−12.5% | Reduced |
| Sound View Wealth Advisors Group, LLC | 6,105 | $268.9K | 0.03% | −89−1.4% | Reduced |
| Sigma Planning Corp | 6,120 | $269.6K | 0.01% | +6,120 | New |
| Lee Financial Co | 6,188 | $272.6K | 0.05% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 6,350 | $279.7K | 0.01% | −3,186−33.4% | Reduced |
| Denver Wealth Management, Inc. | 6,565 | $289.2K | 0.15% | +6,565 | New |
| CI Private Wealth, LLC | 6,567 | $289.3K | 0.00% | −6,459−49.6% | Reduced |
| ShoreHaven Wealth Partners, LLC | 6,591 | $290.3K | 0.16% | −191−2.8% | Reduced |
| Signet Financial Management, LLC | 6,721 | $296.1K | 0.04% | +894+15.3% | Added |
| Appleton Partners Inc | 6,759 | $298.0K | 0.02% | −1,081−13.8% | Reduced |
| Richardson Financial Services Inc. | 6,848 | $301.7K | 0.21% | +582+9.3% | Added |
| Private Trust Co NA | 6,894 | $303.7K | 0.03% | +2,000+40.9% | Added |