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 |
|---|---|---|---|---|---|
| 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 |
| R. W. Roge & Company, Inc. | 190,526 | $8.39M | 5.05% | +9,974+5.5% | Added |
| Peak Financial Advisors LLC | 193,711 | $8.53M | 5.20% | −27,756−12.5% | Reduced |
| Rockefeller Capital Management L.P. | 204,295 | $9.00M | 0.03% | +129,988+174.9% | Added |
| Bangor Savings Bank | 210,853 | $9.29M | 0.95% | +11,421+5.7% | Added |
| Resona Asset Management Co.,Ltd. | 224,470 | $9.89M | 0.06% | +224,470 | New |
| Warren Street Wealth Advisors, LLC | 224,996 | $9.91M | 4.91% | +12,737+6.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 236,952 | $10.4M | 0.04% | −55,641−19.0% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 240,973 | $10.6M | 0.03% | +6,537+2.8% | Added |
| Gould Asset Management LLC | 242,947 | $10.7M | 2.59% | −42,281−14.8% | Reduced |
| Timber Creek Capital Management LLC | 248,083 | $10.9M | 3.42% | −1,682−0.7% | Reduced |
| Austin Wealth Management, LLC | 232,971 | $11.0M | 2.72% | +10,911+4.9% | Added |
| Deutsche Bank AG | 250,000 | $11.0M | 0.01% | 00.0% | Unchanged |
| JNBA Financial Advisors | 252,617 | $11.1M | 1.17% | −122,135−32.6% | Reduced |
| Keudell/Morrison Wealth Management | 253,580 | $11.2M | 3.38% | +3,497+1.4% | Added |
| Private Advisor Group, LLC | 273,570 | $12.1M | 0.09% | +9,633+3.6% | Added |
| Cetera Investment Advisers | 282,038 | $12.4M | 0.03% | +145,220+106.1% | Added |
| Evernest Financial Advisors, LLC | 269,745 | $12.8M | 6.04% | +269+0.1% | Added |
| Eudaimonia Partners, LLC | 299,009 | $13.2M | 3.13% | −55,096−15.6% | Reduced |
| Parcion Private Wealth LLC | 323,045 | $14.2M | 1.25% | −9,488−2.9% | Reduced |
| Joseph Group Capital Management | 345,307 | $15.2M | 7.62% | +15,998+4.9% | Added |
| Nottingham Advisors, Inc. | 354,630 | $15.6M | 1.91% | −53,062−13.0% | Reduced |
| TownSquare Capital, LLC | 370,844 | $16.3M | 0.24% | +136,869+58.5% | Added |
| Raymond James & Associates | 371,689 | $16.4M | 0.01% | +61,172+19.7% | Added |
| NavPoint Financial, Inc. | 381,676 | $16.8M | 14.61% | −18,899−4.7% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 394,799 | $17.4M | 0.56% | +2,445+0.6% | Added |
| Raymond James Financial Services Advisors, Inc. | 399,572 | $17.6M | 0.03% | −2,714−0.7% | Reduced |
| Sentinel Pension Advisors Inc | 407,387 | $17.9M | 3.84% | +407,387 | New |
| Advisor Group Holdings, Inc. | 407,608 | $18.0M | 0.04% | −80,924−16.6% | Reduced |
| Wealth Advisory Solutions, LLC | 410,747 | $19.0M | 4.92% | +410,747 | New |
| Baird Financial Group, Inc. | 442,894 | $19.5M | 0.04% | +13,972+3.3% | Added |
| Brandywine Oak Private Wealth LLC | 483,185 | $21.3M | 2.22% | −7,643−1.6% | Reduced |
| SNS Financial Group, LLC | 513,807 | $22.6M | 2.48% | −2,611−0.5% | Reduced |
| Cerity Partners LLC | 519,683 | $22.9M | 0.06% | −12,594−2.4% | Reduced |
| Assetmark, Inc | 522,346 | $23.0M | 0.07% | +82,263+18.7% | Added |
| MBL Wealth, LLC | 567,414 | $25.0M | 2.84% | +11,735+2.1% | Added |
| SEI Investments Co | 570,572 | $25.1M | 0.04% | +362,121+173.7% | Added |
| Pineridge Advisors LLC | 582,605 | $25.7M | 9.03% | −8,862−1.5% | Reduced |
| Burt Wealth Advisors | 596,264 | $26.3M | 6.66% | +37,391+6.7% | Added |
| Confluence Investment Management LLC | 615,603 | $27.1M | 0.36% | +268,562+77.4% | Added |
| Capital Planning Advisors, LLC | 650,684 | $28.7M | 5.03% | +30,727+5.0% | Added |
| Nepc LLC | 659,345 | $29.0M | 1.00% | +277,470+72.7% | Added |
| Van Eck Associates Corp | 659,993 | $29.1M | 0.04% | +654,000+10,912.7% | Added |
| Envestnet Asset Management Inc | 665,505 | $29.3M | 0.01% | −7,452−1.1% | Reduced |
| Cohen & Steers, Inc. | 707,253 | $31.2M | 0.07% | −275,908−28.1% | Reduced |
| Great Valley Advisor Group, Inc. | 840,541 | $37.0M | 1.12% | +198,201+30.9% | Added |
| American Investment Services, Inc. | 862,232 | $38.0M | 6.73% | +8,075+0.9% | Added |
| Richard C. Young & CO., LTD. | 878,502 | $38.7M | 4.86% | −11,152−1.3% | Reduced |
| Royal Bank of Canada | 884,293 | $39.0M | 0.01% | −30,113−3.3% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 916,810 | $40.4M | 0.50% | +45,800+5.3% | Added |
| Wells Fargo & Company | 952,287 | $41.9M | 0.01% | +201,635+26.9% | Added |
| Hollow Brook Wealth Management LLC | 1,131,198 | $49.8M | 18.43% | −5,404−0.5% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 1,146,264 | $50.5M | 0.11% | −39,019−3.3% | Reduced |
| Miracle Mile Advisors, LLC | 1,230,363 | $54.2M | 1.36% | +49,023+4.1% | Added |
| Bank of New York Mellon Corp | 1,231,129 | $54.2M | 0.01% | −1,866−0.2% | Reduced |
| Gradient Investments LLC | 1,337,551 | $58.9M | 1.37% | −52,057−3.7% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 1,385,815 | $61.0M | 1.11% | +636,287+84.9% | Added |
| Greenline Partners, LLC | 1,496,830 | $65.9M | 10.51% | +48,798+3.4% | Added |
| LPL Financial LLC | 1,515,713 | $66.8M | 0.04% | +52,081+3.6% | Added |
| Congress Wealth Management LLC | 1,524,178 | $67.1M | 1.16% | +6,985+0.5% | Added |
| Strategic Financial Services, Inc, | 1,619,713 | $71.3M | 4.61% | +118,470+7.9% | Added |
| Toroso Investments, LLC | 1,860,526 | $82.0M | 1.40% | +34,857+1.9% | Added |
| Stifel Financial Corp | 2,231,970 | $98.3M | 0.11% | +847,041+61.2% | Added |
| 3EDGE Asset Management, LP | 2,261,156 | $99.6M | 7.76% | +943,370+71.6% | Added |
| State Street Corp | 2,372,363 | $104.5M | 0.00% | −23,719−1.0% | Reduced |
| Ameriprise Financial Inc | 2,372,408 | $104.5M | 0.03% | +189,886+8.7% | Added |
| Alaska Permanent Fund Corp | 2,623,000 | $115.5M | 1.70% | +2,493,000+1,917.7% | Added |
| Bank of America Corp | 2,976,636 | $131.1M | 0.01% | +144,010+5.1% | Added |
| UBS Group AG | 3,150,116 | $138.8M | 0.05% | −171,746−5.2% | Reduced |
| Asset Management One Co.,Ltd. | 3,741,148 | $164.8M | 0.64% | +448,680+13.6% | Added |
| Morgan Stanley | 5,882,449 | $259.1M | 0.02% | −397,211−6.3% | Reduced |
| Evoke Wealth, LLC | 6,263,652 | $275.9M | 8.21% | +6,263,652 | New |
| Sumitomo Mitsui Trust Holdings, Inc. | 13,800,000 | $607.9M | 0.42% | 00.0% | Unchanged |
| American Trust | 104,846 | – | – | +104,846 | New |
| Charles Schwab Investment Management Inc | 0 | $0 | 0.00% | −1,926,014−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −1,676,383−100.0% | Sold out |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −1,007,421−100.0% | Sold out |
| Advanced Research Investment Solutions, LLC | 0 | $0 | 0.00% | −132,142−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −127,907−100.0% | Sold out |
| Mercer Global Advisors Inc | 0 | $0 | 0.00% | −79,794−100.0% | Sold out |
| Advisory Alpha, LLC | 0 | $0 | 0.00% | −77,128−100.0% | Sold out |
| Q3 Asset Management | 0 | $0 | 0.00% | −44,676−100.0% | Sold out |
| Legacy Capital Wealth Partners, LLC | 0 | $0 | 0.00% | −29,895−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −19,442−100.0% | Sold out |
| Foundations Investment Advisors, LLC | 0 | $0 | 0.00% | −19,103−100.0% | Sold out |
| Advocacy Wealth Management Services, LLC | 0 | $0 | 0.00% | −17,465−100.0% | Sold out |
| Buckingham Strategic Partners | 0 | $0 | 0.00% | −15,423−100.0% | Sold out |
| Cetera Advisors LLC | 0 | $0 | 0.00% | −14,763−100.0% | Sold out |
| Perigon Wealth Management, LLC | 0 | $0 | 0.00% | −12,622−100.0% | Sold out |
| Thrivent Financial for Lutherans | 0 | $0 | 0.00% | −8,771−100.0% | Sold out |
| AXS Investments LLC | 0 | $0 | 0.00% | −5,905−100.0% | Sold out |
| Glassman Wealth Services | 0 | $0 | 0.00% | −5,820−100.0% | Sold out |
| Wynn Capital, LLC | 0 | $0 | 0.00% | −5,100−100.0% | Sold out |
| IHT Wealth Management, LLC | 0 | $0 | 0.00% | −5,063−100.0% | Sold out |
| MSH Capital Advisors LLC | 0 | $0 | 0.00% | −4,995−100.0% | Sold out |
| Mowery & Schoenfeld Wealth Management, LLC | 0 | $0 | 0.00% | −2,799−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −2,220−100.0% | Sold out |
| Focused Wealth Management, Inc | 0 | $0 | 0.00% | −2,060−100.0% | Sold out |
| RFP Financial Group LLC | 0 | $0 | 0.00% | −1,583−100.0% | Sold out |