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 |
|---|---|---|---|---|---|
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 104,950 | $4.62M | 0.21% | +6,452+6.6% | Added |
| Zhang Financial LLC | 104,574 | $4.61M | 0.34% | +4,218+4.2% | Added |
| Arete Wealth Advisors, LLC | 102,793 | $4.53M | 0.42% | +17,920+21.1% | Added |
| Commonwealth Equity Services, LLC | 102,004 | $4.49M | 0.01% | −36,211−26.2% | Reduced |
| Avantax Advisory Services, Inc. | 100,670 | $4.43M | 0.04% | +1,014+1.0% | Added |
| NDVR, Inc. | 99,736 | $4.39M | 4.19% | −10.0% | Reduced |
| Quent Capital, LLC | 98,894 | $4.36M | 0.51% | +24,901+33.7% | Added |
| Integrity Wealth Solutions LLC | 96,724 | $4.26M | 2.78% | −264−0.3% | Reduced |
| Inspirion Wealth Advisors, LLC | 95,748 | $4.22M | 0.70% | +732+0.8% | Added |
| Chatham Capital Group, Inc. | 94,960 | $4.18M | 0.77% | +94,960 | New |
| Managed Asset Portfolios, LLC | 94,180 | $4.15M | 0.60% | +8,358+9.7% | Added |
| Walkner Condon Financial Advisors LLC | 92,994 | $4.10M | 0.87% | +33,394+56.0% | Added |
| MML Investors Services, LLC | 87,324 | $3.85M | 0.02% | +7,437+9.3% | Added |
| Mariner, LLC | 86,778 | $3.82M | 0.01% | +4,103+5.0% | Added |
| Fortis Advisors, LLC | 85,689 | $3.77M | 2.53% | −353−0.4% | Reduced |
| Equitable Holdings, Inc. | 84,393 | $3.72M | 0.04% | +9,502+12.7% | Added |
| Benjamin Edwards Inc | 83,748 | $3.69M | 0.73% | +36,419+76.9% | Added |
| Abbrea Capital, LLC | 83,469 | $3.68M | 0.48% | +2,490+3.1% | Added |
| Aptus Capital Advisors, LLC | 83,294 | $3.67M | 0.08% | +83,294 | New |
| Purus Wealth Management, LLC | 83,211 | $3.67M | 1.81% | −388−0.5% | Reduced |
| Janney Montgomery Scott LLC | 83,176 | $3.66M | 0.01% | +28,142+51.1% | Added |
| TD Waterhouse Canada Inc. | 71,555 | $3.65M | 0.03% | +71,555 | New |
| Financial Guidance Group, Inc. | 81,263 | $3.58M | 2.32% | −1,303−1.6% | Reduced |
| Truist Financial Corp | 81,143 | $3.57M | 0.01% | +81,143 | New |
| Encompass More Asset Management | 78,494 | $3.46M | 2.86% | +78,494 | New |
| Colony Group, LLC | 76,494 | $3.37M | 0.03% | +243+0.3% | Added |
| Baker Tilly Wealth Management, LLC | 76,430 | $3.37M | 0.61% | +12,548+19.6% | Added |
| E Fund Management Co., Ltd. | 75,419 | $3.32M | 0.21% | −10,121−11.8% | Reduced |
| Renaissance Technologies LLC | 74,600 | $3.29M | 0.01% | −36,200−32.7% | Reduced |
| Upper Left Wealth Management, LLC | 74,262 | $3.27M | 3.03% | +1,204+1.6% | Added |
| Jane Street Group, LLC | 73,916 | $3.26M | 0.00% | −3,064,641−97.6% | Reduced |
| Catalyst Capital Advisors LLC | 73,500 | $3.24M | 0.08% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 72,042 | $3.17M | 0.05% | −599−0.8% | Reduced |
| National Asset Management, Inc. | 85,657 | $3.14M | 0.08% | −17,046−16.6% | Reduced |
| Wealthcare Advisory Partners LLC | 70,349 | $3.10M | 0.10% | +6,449+10.1% | Added |
| Prime Capital Investment Advisors, LLC | 69,510 | $3.06M | 0.04% | −307−0.4% | Reduced |
| Portside Wealth Group, LLC | 68,672 | $3.03M | 0.56% | +9,816+16.7% | Added |
| China Universal Asset Management Co., Ltd. | 68,200 | $3.00M | 0.38% | −3,500−4.9% | Reduced |
| Team Financial Group, LLC | 67,864 | $2.99M | 2.01% | +2,503+3.8% | Added |
| BKD Wealth Advisors, LLC | 67,679 | $2.98M | 0.08% | +3,181+4.9% | Added |
| Marble Harbor Investment Counsel, LLC | 67,525 | $2.97M | 0.34% | −2,000−2.9% | Reduced |
| Lodestar Private Asset Management LLC | 67,450 | $2.97M | 0.42% | +932+1.4% | Added |
| Atria Wealth Solutions, Inc. | 66,849 | $2.94M | 0.03% | +5,554+9.1% | Added |
| Franklin Resources Inc | 66,207 | $2.92M | 0.00% | −7,250−9.9% | Reduced |
| Integrated Advisors Network LLC | 65,487 | $2.88M | 0.15% | −6,315−8.8% | Reduced |
| Mission Creek Capital Partners, Inc. | 65,055 | $2.87M | 0.75% | −2,731−4.0% | Reduced |
| Tokio Marine Asset Management Co Ltd | 63,800 | $2.81M | 0.14% | −8,600−11.9% | Reduced |
| Brookstone Capital Management | 63,148 | $2.78M | 0.05% | −5,794−8.4% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 62,540 | $2.75M | 0.01% | −38,229−37.9% | Reduced |
| Bright Financial Advisors, Inc. | 59,017 | $2.72M | 2.16% | +59,017 | New |
| Kraematon Investment Advisors, Inc | 60,596 | $2.67M | 2.69% | −1,603−2.6% | Reduced |
| AE Wealth Management LLC | 59,243 | $2.61M | 0.03% | −694,711−92.1% | Reduced |
| Alliance Wealth Advisors, LLC | 58,228 | $2.56M | 0.76% | +30,043+106.6% | Added |
| Capstone Wealth Management Group, LLC | 57,538 | $2.53M | 1.82% | +4,123+7.7% | Added |
| Prosperity Consulting Group, LLC | 56,858 | $2.50M | 0.31% | +56,858 | New |
| Horizon Financial Services, LLC | 56,332 | $2.48M | 1.59% | −41,041−42.1% | Reduced |
| Balentine LLC | 56,125 | $2.47M | 0.07% | −2,899,235−98.1% | Reduced |
| Cabot Wealth Management Inc | 56,103 | $2.47M | 0.32% | −10,702−16.0% | Reduced |
| Baker Ellis Asset Management LLC | 55,050 | $2.42M | 0.36% | −100−0.2% | Reduced |
| GeoWealth Management, LLC | 54,693 | $2.41M | 0.09% | +122+0.2% | Added |
| RSM US Wealth Management LLC | 51,063 | $2.25M | 0.06% | −32,401−38.8% | Reduced |
| Financial Sense Advisors, Inc. | 50,620 | $2.23M | 0.79% | +50,620 | New |
| Ci Investments Inc. | 50,534 | $2.23M | 0.01% | −12,000−19.2% | Reduced |
| Copperwynd Financial, LLC | 50,264 | $2.21M | 0.80% | +6,094+13.8% | Added |
| IFP Advisors, Inc | 49,438 | $2.18M | 0.10% | −22,603−31.4% | Reduced |
| Jacobi Capital Management LLC | 44,358 | $1.95M | 0.18% | −10,042−18.5% | Reduced |
| Mills Wealth Advisors LLC | 44,236 | $1.95M | 1.43% | −2,415−5.2% | Reduced |
| Scotia Capital Inc. | 42,713 | $1.88M | 0.01% | +1,124+2.7% | Added |
| Visionary Wealth Advisors | 41,367 | $1.82M | 0.12% | +18,942+84.5% | Added |
| Creative Planning | 39,639 | $1.75M | 0.00% | −2,043−4.9% | Reduced |
| Bridgewater Advisors Inc. | 38,553 | $1.70M | 0.25% | 00.0% | Unchanged |
| Requisite Capital Management, LLC | 38,287 | $1.69M | 0.37% | +38,287 | New |
| One Charles Private Wealth Services, LLC | 38,182 | $1.68M | 0.73% | +1,830+5.0% | Added |
| Beacon Pointe Advisors, LLC | 37,850 | $1.67M | 0.02% | +1,109+3.0% | Added |
| Steward Partners Investment Advisory, LLC | 36,901 | $1.63M | 0.02% | −444−1.2% | Reduced |
| Lincoln National Corp | 36,860 | $1.62M | 0.03% | −15,879−30.1% | Reduced |
| Comerica Bank | 36,259 | $1.60M | 0.01% | +9,570+35.9% | Added |
| Farther Finance Advisors, LLC | 35,763 | $1.59M | 0.10% | +704+2.0% | Added |
| Nomura Asset Management Co Ltd | 36,000 | $1.59M | 0.01% | −4,200−10.4% | Reduced |
| Vermillion & White Wealth Management Group, LLC | 34,917 | $1.54M | 1.23% | −608−1.7% | Reduced |
| Merit Financial Group, LLC | 33,627 | $1.53M | 0.04% | −943−2.7% | Reduced |
| US Bancorp | 33,334 | $1.47M | 0.00% | +8,317+33.2% | Added |
| Gradient Capital Advisors, LLC | 33,233 | $1.46M | 0.54% | +900+2.8% | Added |
| Essex Financial Services, Inc. | 32,658 | $1.44M | 0.13% | −2,215−6.4% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 32,522 | $1.43M | 0.35% | +1,340+4.3% | Added |
| Lam Group, Inc. | 32,385 | $1.43M | 1.16% | +32,385 | New |
| Principal Financial Group Inc | 31,731 | $1.40M | 0.00% | +31,731 | New |
| Richard Bernstein Advisors LLC | 31,184 | $1.37M | 0.03% | −3,129−9.1% | Reduced |
| Valicenti Advisory Services Inc | 29,729 | $1.31M | 0.36% | −12,463−29.5% | Reduced |
| Kestra Private Wealth Services, LLC | 29,616 | $1.30M | 0.03% | +15,317+107.1% | Added |
| Leo Wealth, LLC | 29,408 | $1.30M | 0.13% | +1,422+5.1% | Added |
| Forbes J M & Co LLP | 28,711 | $1.26M | 0.14% | 00.0% | Unchanged |
| Tidemark, LLC | 28,297 | $1.25M | 0.70% | +27,305+2,752.5% | Added |
| Wallace Advisory Group, LLC | 29,906 | $1.22M | 0.92% | −20,688−40.9% | Reduced |
| Brown Miller Wealth Management, LLC | 26,657 | $1.17M | 0.52% | +1,155+4.5% | Added |
| Tocqueville Asset Management L.P. | 26,462 | $1.17M | 0.02% | −1,083−3.9% | Reduced |
| SWMG, LLC | 25,859 | $1.14M | 0.51% | +11,835+84.4% | Added |
| Whittier Trust Co of Nevada Inc | 25,500 | $1.12M | 0.03% | 00.0% | Unchanged |
| Leading Edge Financial Planning LLC | 25,431 | $1.12M | 0.50% | +987+4.0% | Added |
| Carret Asset Management, LLC | 23,673 | $1.04M | 0.12% | 00.0% | Unchanged |