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 |
|---|---|---|---|---|---|
| Beacon Pointe Advisors, LLC | 37,850 | $1.67M | 0.02% | +1,109+3.0% | Added |
| One Charles Private Wealth Services, LLC | 38,182 | $1.68M | 0.73% | +1,830+5.0% | Added |
| Requisite Capital Management, LLC | 38,287 | $1.69M | 0.37% | +38,287 | New |
| Bridgewater Advisors Inc. | 38,553 | $1.70M | 0.25% | 00.0% | Unchanged |
| Creative Planning | 39,639 | $1.75M | 0.00% | −2,043−4.9% | Reduced |
| Visionary Wealth Advisors | 41,367 | $1.82M | 0.12% | +18,942+84.5% | Added |
| Scotia Capital Inc. | 42,713 | $1.88M | 0.01% | +1,124+2.7% | Added |
| Mills Wealth Advisors LLC | 44,236 | $1.95M | 1.43% | −2,415−5.2% | Reduced |
| Jacobi Capital Management LLC | 44,358 | $1.95M | 0.18% | −10,042−18.5% | Reduced |
| IFP Advisors, Inc | 49,438 | $2.18M | 0.10% | −22,603−31.4% | Reduced |
| Copperwynd Financial, LLC | 50,264 | $2.21M | 0.80% | +6,094+13.8% | Added |
| Ci Investments Inc. | 50,534 | $2.23M | 0.01% | −12,000−19.2% | Reduced |
| Financial Sense Advisors, Inc. | 50,620 | $2.23M | 0.79% | +50,620 | New |
| RSM US Wealth Management LLC | 51,063 | $2.25M | 0.06% | −32,401−38.8% | Reduced |
| GeoWealth Management, LLC | 54,693 | $2.41M | 0.09% | +122+0.2% | Added |
| Baker Ellis Asset Management LLC | 55,050 | $2.42M | 0.36% | −100−0.2% | Reduced |
| Cabot Wealth Management Inc | 56,103 | $2.47M | 0.32% | −10,702−16.0% | Reduced |
| Balentine LLC | 56,125 | $2.47M | 0.07% | −2,899,235−98.1% | Reduced |
| Horizon Financial Services, LLC | 56,332 | $2.48M | 1.59% | −41,041−42.1% | Reduced |
| Prosperity Consulting Group, LLC | 56,858 | $2.50M | 0.31% | +56,858 | New |
| Capstone Wealth Management Group, LLC | 57,538 | $2.53M | 1.82% | +4,123+7.7% | Added |
| Alliance Wealth Advisors, LLC | 58,228 | $2.56M | 0.76% | +30,043+106.6% | Added |
| AE Wealth Management LLC | 59,243 | $2.61M | 0.03% | −694,711−92.1% | Reduced |
| Kraematon Investment Advisors, Inc | 60,596 | $2.67M | 2.69% | −1,603−2.6% | Reduced |
| Bright Financial Advisors, Inc. | 59,017 | $2.72M | 2.16% | +59,017 | New |
| Kayne Anderson Rudnick Investment Management LLC | 62,540 | $2.75M | 0.01% | −38,229−37.9% | Reduced |
| Brookstone Capital Management | 63,148 | $2.78M | 0.05% | −5,794−8.4% | Reduced |
| Tokio Marine Asset Management Co Ltd | 63,800 | $2.81M | 0.14% | −8,600−11.9% | Reduced |
| Mission Creek Capital Partners, Inc. | 65,055 | $2.87M | 0.75% | −2,731−4.0% | Reduced |
| Integrated Advisors Network LLC | 65,487 | $2.88M | 0.15% | −6,315−8.8% | Reduced |
| Franklin Resources Inc | 66,207 | $2.92M | 0.00% | −7,250−9.9% | Reduced |
| Atria Wealth Solutions, Inc. | 66,849 | $2.94M | 0.03% | +5,554+9.1% | Added |
| Lodestar Private Asset Management LLC | 67,450 | $2.97M | 0.42% | +932+1.4% | Added |
| Marble Harbor Investment Counsel, LLC | 67,525 | $2.97M | 0.34% | −2,000−2.9% | Reduced |
| BKD Wealth Advisors, LLC | 67,679 | $2.98M | 0.08% | +3,181+4.9% | Added |
| Team Financial Group, LLC | 67,864 | $2.99M | 2.01% | +2,503+3.8% | Added |
| China Universal Asset Management Co., Ltd. | 68,200 | $3.00M | 0.38% | −3,500−4.9% | Reduced |
| Portside Wealth Group, LLC | 68,672 | $3.03M | 0.56% | +9,816+16.7% | Added |
| Prime Capital Investment Advisors, LLC | 69,510 | $3.06M | 0.04% | −307−0.4% | Reduced |
| Wealthcare Advisory Partners LLC | 70,349 | $3.10M | 0.10% | +6,449+10.1% | Added |
| National Asset Management, Inc. | 85,657 | $3.14M | 0.08% | −17,046−16.6% | Reduced |
| Evercore Wealth Management, LLC | 72,042 | $3.17M | 0.05% | −599−0.8% | Reduced |
| Catalyst Capital Advisors LLC | 73,500 | $3.24M | 0.08% | 00.0% | Unchanged |
| Jane Street Group, LLC | 73,916 | $3.26M | 0.00% | −3,064,641−97.6% | Reduced |
| Upper Left Wealth Management, LLC | 74,262 | $3.27M | 3.03% | +1,204+1.6% | Added |
| Renaissance Technologies LLC | 74,600 | $3.29M | 0.01% | −36,200−32.7% | Reduced |
| E Fund Management Co., Ltd. | 75,419 | $3.32M | 0.21% | −10,121−11.8% | Reduced |
| Baker Tilly Wealth Management, LLC | 76,430 | $3.37M | 0.61% | +12,548+19.6% | Added |
| Colony Group, LLC | 76,494 | $3.37M | 0.03% | +243+0.3% | Added |
| Encompass More Asset Management | 78,494 | $3.46M | 2.86% | +78,494 | New |
| Truist Financial Corp | 81,143 | $3.57M | 0.01% | +81,143 | New |
| Financial Guidance Group, Inc. | 81,263 | $3.58M | 2.32% | −1,303−1.6% | Reduced |
| TD Waterhouse Canada Inc. | 71,555 | $3.65M | 0.03% | +71,555 | New |
| Janney Montgomery Scott LLC | 83,176 | $3.66M | 0.01% | +28,142+51.1% | Added |
| Purus Wealth Management, LLC | 83,211 | $3.67M | 1.81% | −388−0.5% | Reduced |
| Aptus Capital Advisors, LLC | 83,294 | $3.67M | 0.08% | +83,294 | New |
| Abbrea Capital, LLC | 83,469 | $3.68M | 0.48% | +2,490+3.1% | Added |
| Benjamin Edwards Inc | 83,748 | $3.69M | 0.73% | +36,419+76.9% | Added |
| Equitable Holdings, Inc. | 84,393 | $3.72M | 0.04% | +9,502+12.7% | Added |
| Fortis Advisors, LLC | 85,689 | $3.77M | 2.53% | −353−0.4% | Reduced |
| Mariner, LLC | 86,778 | $3.82M | 0.01% | +4,103+5.0% | Added |
| MML Investors Services, LLC | 87,324 | $3.85M | 0.02% | +7,437+9.3% | Added |
| Walkner Condon Financial Advisors LLC | 92,994 | $4.10M | 0.87% | +33,394+56.0% | Added |
| Managed Asset Portfolios, LLC | 94,180 | $4.15M | 0.60% | +8,358+9.7% | Added |
| Chatham Capital Group, Inc. | 94,960 | $4.18M | 0.77% | +94,960 | New |
| Inspirion Wealth Advisors, LLC | 95,748 | $4.22M | 0.70% | +732+0.8% | Added |
| Integrity Wealth Solutions LLC | 96,724 | $4.26M | 2.78% | −264−0.3% | Reduced |
| Quent Capital, LLC | 98,894 | $4.36M | 0.51% | +24,901+33.7% | Added |
| NDVR, Inc. | 99,736 | $4.39M | 4.19% | −10.0% | Reduced |
| Avantax Advisory Services, Inc. | 100,670 | $4.43M | 0.04% | +1,014+1.0% | Added |
| Commonwealth Equity Services, LLC | 102,004 | $4.49M | 0.01% | −36,211−26.2% | Reduced |
| Arete Wealth Advisors, LLC | 102,793 | $4.53M | 0.42% | +17,920+21.1% | Added |
| Zhang Financial LLC | 104,574 | $4.61M | 0.34% | +4,218+4.2% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 104,950 | $4.62M | 0.21% | +6,452+6.6% | Added |
| Transamerica Financial Advisors, Inc. | 105,413 | $4.64M | 0.47% | +105,413 | New |
| Archford Capital Strategies, LLC | 108,002 | $4.76M | 0.80% | +3,860+3.7% | Added |
| Financial Enhancement Group LLC | 102,692 | $4.77M | 0.78% | +93,085+968.9% | Added |
| Astoria Portfolio Advisors LLC. | 102,889 | $4.87M | 1.88% | +2,382+2.4% | Added |
| Stapp Wealth Management, PLLC | 112,794 | $4.97M | 8.67% | +601+0.5% | Added |
| Accretive Wealth Partners, LLC | 109,779 | $5.01M | 2.22% | +1,797+1.7% | Added |
| AMJ Financial Wealth Management | 118,041 | $5.20M | 1.74% | +2,331+2.0% | Added |
| Medici Capital LLC | 118,140 | $5.20M | 5.95% | −433,253−78.6% | Reduced |
| Flynn Zito Capital Management, LLC | 119,882 | $5.28M | 2.73% | +4,906+4.3% | Added |
| Plum Street Advisors, LLC | 103,940 | $5.42M | 2.74% | +22,283+27.3% | Added |
| Citadel Advisors LLC | 125,783 | $5.54M | 0.01% | +125,783 | New |
| Clark Capital Management Group, Inc. | 136,764 | $6.02M | 0.04% | −88,145−39.2% | Reduced |
| Retirement Income Solutions, Inc | 138,064 | $6.08M | 1.38% | −1,437−1.0% | Reduced |
| Glenview Trust Co | 139,505 | $6.15M | 0.13% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 140,034 | $6.17M | 1.76% | −2,048−1.4% | Reduced |
| Synovus Financial Corp | 142,594 | $6.28M | 0.08% | −6,790−4.5% | Reduced |
| WR Wealth Planners, LLC | 146,920 | $6.47M | 2.01% | −40.0% | Reduced |
| Hudson Capital Management LLC | 148,622 | $6.55M | 2.26% | +3,647+2.5% | Added |
| Harbor Investment Advisory, LLC | 150,481 | $6.63M | 0.69% | +1,016+0.7% | Added |
| Stratos Wealth Partners, LTD. | 159,385 | $7.02M | 0.12% | +7,543+5.0% | Added |
| Sterling Investment Advisors, Ltd. | 163,238 | $7.19M | 2.02% | +1,571+1.0% | Added |
| Avid Wealth Partners LLC | 169,684 | $7.47M | 6.00% | +5,923+3.6% | Added |
| Money Concepts Capital Corp | 177,351 | $7.81M | 0.72% | +130,446+278.1% | Added |
| AIFG Consultants Ltd. | 178,594 | $7.87M | 5.67% | −19,063−9.6% | Reduced |
| CoreCap Advisors, LLC | 180,103 | $7.93M | 0.42% | +9,656+5.7% | Added |
| Coco Enterprises, LLC | 176,776 | $8.01M | 5.43% | +7,502+4.4% | Added |