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 |
|---|---|---|---|---|---|
| Patten Group, Inc. | 6,900 | $303.9K | 0.07% | +1,332+23.9% | Added |
| First Heartland Consultants, Inc. | 7,234 | $319.0K | 0.03% | −325−4.3% | Reduced |
| Intrua Financial, LLC | 7,334 | $323.1K | 0.05% | 00.0% | Unchanged |
| Principal Securities, Inc. | 7,394 | $325.7K | 0.01% | −2,829−27.7% | Reduced |
| Spire Wealth Management | 8,097 | $356.7K | 0.01% | +3,226+66.2% | Added |
| International Private Wealth Advisors LLC | 8,376 | $369.0K | 0.71% | +8,376 | New |
| Mutual Advisors, LLC | 8,426 | $371.2K | 0.01% | −6,699−44.3% | Reduced |
| Derbend Asset Management | 8,652 | $381.1K | 0.19% | 00.0% | Unchanged |
| Smith Anglin Financial, LLC | 9,030 | $397.8K | 0.04% | +278+3.2% | Added |
| Middleton & Co Inc | 9,151 | $403.1K | 0.05% | +9,151 | New |
| Park Avenue Securities LLC | 9,457 | $417.0K | 0.01% | −3,590−27.5% | Reduced |
| Segment Wealth Management, LLC | 9,500 | $418.5K | 0.03% | 00.0% | Unchanged |
| Laidlaw Wealth Management LLC | 9,674 | $426.1K | 0.24% | +926+10.6% | Added |
| Norden Group LLC | 9,777 | $430.7K | 0.09% | +9,777 | New |
| PDS Planning, Inc | 9,991 | $440.1K | 0.05% | +217+2.2% | Added |
| Capital Analysts, LLC | 10,120 | $446.0K | 0.02% | +254+2.6% | Added |
| Pecaut & Co. | 10,355 | $456.1K | 0.17% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 10,364 | $456.5K | 0.19% | +383+3.8% | Added |
| Independent Advisor Alliance | 10,428 | $459.4K | 0.02% | −8,415−44.7% | Reduced |
| EP Wealth Advisors, LLC | 10,737 | $473.0K | 0.01% | +10,737 | New |
| Pathstone Holdings, LLC | 10,750 | $473.5K | 0.00% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 10,847 | $477.8K | 0.00% | −20,156−65.0% | Reduced |
| Choate Investment Advisors | 11,028 | $485.8K | 0.01% | −14,732−57.2% | Reduced |
| WCG Wealth Advisors LLC | 11,060 | $487.0K | 0.04% | +573+5.5% | Added |
| The PNC Financial Services Group, Inc. | 11,162 | $491.7K | 0.00% | −13−0.1% | Reduced |
| Washington Trust Co | 11,203 | $493.5K | 0.02% | −325−2.8% | Reduced |
| Betterment LLC | 11,326 | $499.0K | 0.00% | +926+8.9% | Added |
| Weil Company, Inc. | 11,943 | $526.1K | 0.21% | 00.0% | Unchanged |
| Wilbanks Smith & Thomas Asset Management LLC | 11,944 | $526.1K | 0.01% | 00.0% | Unchanged |
| Vista Wealth Management Group, LLC | 12,000 | $528.6K | 0.04% | 00.0% | Unchanged |
| Prudential Financial Inc | 12,336 | $543.4K | 0.00% | +3,330+37.0% | Added |
| Auour Investments LLC | 12,358 | $544.4K | 0.20% | +217+1.8% | Added |
| Northwestern Mutual Wealth Management Co | 12,549 | $552.8K | 0.00% | −260−2.0% | Reduced |
| Michael B. Yongue | 12,748 | $561.5K | 0.49% | 00.0% | Unchanged |
| Thrive Capital Management, LLC | 12,822 | $564.8K | 0.30% | +12,822 | New |
| Myecfo, LLC | 12,925 | $569.3K | 0.33% | +3,250+33.6% | Added |
| Valmark Advisers, Inc. | 12,968 | $571.2K | 0.01% | +1,638+14.5% | Added |
| Per Stirling Capital Management, LLC. | 12,977 | $571.6K | 0.10% | +6,247+92.8% | Added |
| JPMorgan Chase & Co | 13,397 | $590.1K | 0.00% | −137,030−91.1% | Reduced |
| Nwam LLC | 12,990 | $596.1K | 0.05% | −113−0.9% | Reduced |
| Destiny Capital Corp | 13,630 | $600.4K | 0.42% | +78+0.6% | Added |
| Mitchell McLeod Pugh & Williams Inc | 13,685 | $602.8K | 0.15% | +1,551+12.8% | Added |
| Diversify Advisory Services, LLC | 13,851 | $616.6K | 0.04% | +13,851 | New |
| Confluence Wealth Services, Inc. | 14,188 | $625.0K | 0.06% | +14,188 | New |
| Pathway Financial Advisors LLC | 14,409 | $634.7K | 0.17% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 14,615 | $643.8K | 0.10% | −2,124−12.7% | Reduced |
| Central Trust Co | 14,750 | $649.7K | 0.02% | −181−1.2% | Reduced |
| Advisors Capital Management, LLC | 15,096 | $664.0K | 0.01% | +7,358+95.1% | Added |
| Caldwell Trust Co | 15,227 | $670.7K | 0.08% | −4,187−21.6% | Reduced |
| Brown Advisory Inc | 15,659 | $689.8K | 0.00% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 15,823 | $697.0K | 0.02% | −131−0.8% | Reduced |
| Green Harvest Asset Management LLC | 15,907 | $700.7K | 0.02% | +943+6.3% | Added |
| SeaCrest Wealth Management, LLC | 17,190 | $757.2K | 0.09% | +8,360+94.7% | Added |
| SG Americas Securities, LLC | 17,530 | $772.0K | 0.00% | +8,650+97.4% | Added |
| Change Path, LLC | 17,634 | $777.0K | 0.03% | −7,776−30.6% | Reduced |
| Two Sigma Securities, LLC | 18,214 | $802.3K | 0.04% | +9,950+120.4% | Added |
| Sargent Investment Group, LLC | 19,081 | $840.5K | 0.18% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 19,353 | $852.5K | 0.85% | +7,561+64.1% | Added |
| Petix & Botte Co | 19,355 | $852.6K | 0.21% | −19,355−50.0% | Reduced |
| Flagship Harbor Advisors, LLC | 19,642 | $865.2K | 0.06% | +19,642 | New |
| Acorn Wealth Advisors, LLC | 19,643 | $865.3K | 0.45% | +1,401+7.7% | Added |
| Diligent Investors, LLC | 19,788 | $871.7K | 0.22% | 00.0% | Unchanged |
| Total Investment Management Inc | 20,013 | $881.6K | 0.11% | −178−0.9% | Reduced |
| Valtinson Bruner Financial Planning LLC | 20,343 | $896.1K | 0.38% | +10,974+117.1% | Added |
| Strategic Blueprint, LLC | 21,164 | $932.3K | 0.07% | +11,233+113.1% | Added |
| Continuum Advisory, LLC | 20,376 | $946.9K | 0.14% | +3,656+21.9% | Added |
| CIBC Private Wealth Group, LLC | 21,440 | $954.5K | 0.00% | −897−4.0% | Reduced |
| Stansberry Asset Management, LLC | 21,671 | $954.6K | 0.13% | +1,837+9.3% | Added |
| Kendall Capital Management | 21,870 | $963.4K | 0.33% | −49−0.2% | Reduced |
| Robinson Value Management, Ltd. | 21,913 | $965.3K | 0.65% | −238−1.1% | Reduced |
| Heritage Wealth Advisors | 22,083 | $972.8K | 0.04% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 22,260 | $980.6K | 0.10% | +22,260 | New |
| Vaughan David Investments LLC | 22,797 | $1.00M | 0.02% | +22,797 | New |
| FirstPurpose Wealth LLC | 22,070 | $1.02M | 0.37% | +13,366+153.6% | Added |
| Carret Asset Management, LLC | 23,673 | $1.04M | 0.12% | 00.0% | Unchanged |
| Leading Edge Financial Planning LLC | 25,431 | $1.12M | 0.50% | +987+4.0% | Added |
| Whittier Trust Co of Nevada Inc | 25,500 | $1.12M | 0.03% | 00.0% | Unchanged |
| SWMG, LLC | 25,859 | $1.14M | 0.51% | +11,835+84.4% | Added |
| Tocqueville Asset Management L.P. | 26,462 | $1.17M | 0.02% | −1,083−3.9% | Reduced |
| Brown Miller Wealth Management, LLC | 26,657 | $1.17M | 0.52% | +1,155+4.5% | Added |
| Wallace Advisory Group, LLC | 29,906 | $1.22M | 0.92% | −20,688−40.9% | Reduced |
| Tidemark, LLC | 28,297 | $1.25M | 0.70% | +27,305+2,752.5% | Added |
| Forbes J M & Co LLP | 28,711 | $1.26M | 0.14% | 00.0% | Unchanged |
| Leo Wealth, LLC | 29,408 | $1.30M | 0.13% | +1,422+5.1% | Added |
| Kestra Private Wealth Services, LLC | 29,616 | $1.30M | 0.03% | +15,317+107.1% | Added |
| Valicenti Advisory Services Inc | 29,729 | $1.31M | 0.36% | −12,463−29.5% | Reduced |
| Richard Bernstein Advisors LLC | 31,184 | $1.37M | 0.03% | −3,129−9.1% | Reduced |
| Principal Financial Group Inc | 31,731 | $1.40M | 0.00% | +31,731 | New |
| Lam Group, Inc. | 32,385 | $1.43M | 1.16% | +32,385 | New |
| Global Wealth Management Investment Advisory, Inc. | 32,522 | $1.43M | 0.35% | +1,340+4.3% | Added |
| Essex Financial Services, Inc. | 32,658 | $1.44M | 0.13% | −2,215−6.4% | Reduced |
| Gradient Capital Advisors, LLC | 33,233 | $1.46M | 0.54% | +900+2.8% | Added |
| US Bancorp | 33,334 | $1.47M | 0.00% | +8,317+33.2% | Added |
| Merit Financial Group, LLC | 33,627 | $1.53M | 0.04% | −943−2.7% | Reduced |
| Vermillion & White Wealth Management Group, LLC | 34,917 | $1.54M | 1.23% | −608−1.7% | Reduced |
| Nomura Asset Management Co Ltd | 36,000 | $1.59M | 0.01% | −4,200−10.4% | Reduced |
| Farther Finance Advisors, LLC | 35,763 | $1.59M | 0.10% | +704+2.0% | Added |
| Comerica Bank | 36,259 | $1.60M | 0.01% | +9,570+35.9% | Added |
| Lincoln National Corp | 36,860 | $1.62M | 0.03% | −15,879−30.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 36,901 | $1.63M | 0.02% | −444−1.2% | Reduced |