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 |
|---|---|---|---|---|---|
| FirstPurpose Wealth LLC | 22,070 | $1.02M | 0.37% | +13,366+153.6% | Added |
| Vaughan David Investments LLC | 22,797 | $1.00M | 0.02% | +22,797 | New |
| Main Street Financial Solutions, LLC | 22,260 | $980.6K | 0.10% | +22,260 | New |
| Heritage Wealth Advisors | 22,083 | $972.8K | 0.04% | 00.0% | Unchanged |
| Robinson Value Management, Ltd. | 21,913 | $965.3K | 0.65% | −238−1.1% | Reduced |
| Kendall Capital Management | 21,870 | $963.4K | 0.33% | −49−0.2% | Reduced |
| Stansberry Asset Management, LLC | 21,671 | $954.6K | 0.13% | +1,837+9.3% | Added |
| CIBC Private Wealth Group, LLC | 21,440 | $954.5K | 0.00% | −897−4.0% | Reduced |
| Continuum Advisory, LLC | 20,376 | $946.9K | 0.14% | +3,656+21.9% | Added |
| Strategic Blueprint, LLC | 21,164 | $932.3K | 0.07% | +11,233+113.1% | Added |
| Valtinson Bruner Financial Planning LLC | 20,343 | $896.1K | 0.38% | +10,974+117.1% | Added |
| Total Investment Management Inc | 20,013 | $881.6K | 0.11% | −178−0.9% | Reduced |
| Diligent Investors, LLC | 19,788 | $871.7K | 0.22% | 00.0% | Unchanged |
| Acorn Wealth Advisors, LLC | 19,643 | $865.3K | 0.45% | +1,401+7.7% | Added |
| Flagship Harbor Advisors, LLC | 19,642 | $865.2K | 0.06% | +19,642 | New |
| Petix & Botte Co | 19,355 | $852.6K | 0.21% | −19,355−50.0% | Reduced |
| Financial Network Wealth Advisors LLC | 19,353 | $852.5K | 0.85% | +7,561+64.1% | Added |
| Sargent Investment Group, LLC | 19,081 | $840.5K | 0.18% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 18,214 | $802.3K | 0.04% | +9,950+120.4% | Added |
| Change Path, LLC | 17,634 | $777.0K | 0.03% | −7,776−30.6% | Reduced |
| SG Americas Securities, LLC | 17,530 | $772.0K | 0.00% | +8,650+97.4% | Added |
| SeaCrest Wealth Management, LLC | 17,190 | $757.2K | 0.09% | +8,360+94.7% | Added |
| Green Harvest Asset Management LLC | 15,907 | $700.7K | 0.02% | +943+6.3% | Added |
| Kingsview Wealth Management, LLC | 15,823 | $697.0K | 0.02% | −131−0.8% | Reduced |
| Brown Advisory Inc | 15,659 | $689.8K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 15,227 | $670.7K | 0.08% | −4,187−21.6% | Reduced |
| Advisors Capital Management, LLC | 15,096 | $664.0K | 0.01% | +7,358+95.1% | Added |
| Central Trust Co | 14,750 | $649.7K | 0.02% | −181−1.2% | Reduced |
| Formidable Asset Management, LLC | 14,615 | $643.8K | 0.10% | −2,124−12.7% | Reduced |
| Pathway Financial Advisors LLC | 14,409 | $634.7K | 0.17% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 14,188 | $625.0K | 0.06% | +14,188 | New |
| Diversify Advisory Services, LLC | 13,851 | $616.6K | 0.04% | +13,851 | New |
| Mitchell McLeod Pugh & Williams Inc | 13,685 | $602.8K | 0.15% | +1,551+12.8% | Added |
| Destiny Capital Corp | 13,630 | $600.4K | 0.42% | +78+0.6% | Added |
| Nwam LLC | 12,990 | $596.1K | 0.05% | −113−0.9% | Reduced |
| JPMorgan Chase & Co | 13,397 | $590.1K | 0.00% | −137,030−91.1% | Reduced |
| Per Stirling Capital Management, LLC. | 12,977 | $571.6K | 0.10% | +6,247+92.8% | Added |
| Valmark Advisers, Inc. | 12,968 | $571.2K | 0.01% | +1,638+14.5% | Added |
| Myecfo, LLC | 12,925 | $569.3K | 0.33% | +3,250+33.6% | Added |
| Thrive Capital Management, LLC | 12,822 | $564.8K | 0.30% | +12,822 | New |
| Michael B. Yongue | 12,748 | $561.5K | 0.49% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 12,549 | $552.8K | 0.00% | −260−2.0% | Reduced |
| Auour Investments LLC | 12,358 | $544.4K | 0.20% | +217+1.8% | Added |
| Prudential Financial Inc | 12,336 | $543.4K | 0.00% | +3,330+37.0% | Added |
| Vista Wealth Management Group, LLC | 12,000 | $528.6K | 0.04% | 00.0% | Unchanged |
| Wilbanks Smith & Thomas Asset Management LLC | 11,944 | $526.1K | 0.01% | 00.0% | Unchanged |
| Weil Company, Inc. | 11,943 | $526.1K | 0.21% | 00.0% | Unchanged |
| Betterment LLC | 11,326 | $499.0K | 0.00% | +926+8.9% | Added |
| Washington Trust Co | 11,203 | $493.5K | 0.02% | −325−2.8% | Reduced |
| The PNC Financial Services Group, Inc. | 11,162 | $491.7K | 0.00% | −13−0.1% | Reduced |
| WCG Wealth Advisors LLC | 11,060 | $487.0K | 0.04% | +573+5.5% | Added |
| Choate Investment Advisors | 11,028 | $485.8K | 0.01% | −14,732−57.2% | Reduced |
| Kestra Advisory Services, LLC | 10,847 | $477.8K | 0.00% | −20,156−65.0% | Reduced |
| Pathstone Holdings, LLC | 10,750 | $473.5K | 0.00% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 10,737 | $473.0K | 0.01% | +10,737 | New |
| Independent Advisor Alliance | 10,428 | $459.4K | 0.02% | −8,415−44.7% | Reduced |
| Carmichael Hill & Associates, Inc. | 10,364 | $456.5K | 0.19% | +383+3.8% | Added |
| Pecaut & Co. | 10,355 | $456.1K | 0.17% | 00.0% | Unchanged |
| Capital Analysts, LLC | 10,120 | $446.0K | 0.02% | +254+2.6% | Added |
| PDS Planning, Inc | 9,991 | $440.1K | 0.05% | +217+2.2% | Added |
| Norden Group LLC | 9,777 | $430.7K | 0.09% | +9,777 | New |
| Laidlaw Wealth Management LLC | 9,674 | $426.1K | 0.24% | +926+10.6% | Added |
| Segment Wealth Management, LLC | 9,500 | $418.5K | 0.03% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 9,457 | $417.0K | 0.01% | −3,590−27.5% | Reduced |
| Middleton & Co Inc | 9,151 | $403.1K | 0.05% | +9,151 | New |
| Smith Anglin Financial, LLC | 9,030 | $397.8K | 0.04% | +278+3.2% | Added |
| Derbend Asset Management | 8,652 | $381.1K | 0.19% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 8,426 | $371.2K | 0.01% | −6,699−44.3% | Reduced |
| International Private Wealth Advisors LLC | 8,376 | $369.0K | 0.71% | +8,376 | New |
| Spire Wealth Management | 8,097 | $356.7K | 0.01% | +3,226+66.2% | Added |
| Principal Securities, Inc. | 7,394 | $325.7K | 0.01% | −2,829−27.7% | Reduced |
| Intrua Financial, LLC | 7,334 | $323.1K | 0.05% | 00.0% | Unchanged |
| First Heartland Consultants, Inc. | 7,234 | $319.0K | 0.03% | −325−4.3% | Reduced |
| Patten Group, Inc. | 6,900 | $303.9K | 0.07% | +1,332+23.9% | Added |
| Private Trust Co NA | 6,894 | $303.7K | 0.03% | +2,000+40.9% | Added |
| Richardson Financial Services Inc. | 6,848 | $301.7K | 0.21% | +582+9.3% | Added |
| Appleton Partners Inc | 6,759 | $298.0K | 0.02% | −1,081−13.8% | Reduced |
| Signet Financial Management, LLC | 6,721 | $296.1K | 0.04% | +894+15.3% | Added |
| ShoreHaven Wealth Partners, LLC | 6,591 | $290.3K | 0.16% | −191−2.8% | Reduced |
| CI Private Wealth, LLC | 6,567 | $289.3K | 0.00% | −6,459−49.6% | Reduced |
| Denver Wealth Management, Inc. | 6,565 | $289.2K | 0.15% | +6,565 | New |
| Axxcess Wealth Management, LLC | 6,350 | $279.7K | 0.01% | −3,186−33.4% | Reduced |
| Lee Financial Co | 6,188 | $272.6K | 0.05% | 00.0% | Unchanged |
| Sigma Planning Corp | 6,120 | $269.6K | 0.01% | +6,120 | New |
| Sound View Wealth Advisors Group, LLC | 6,105 | $268.9K | 0.03% | −89−1.4% | Reduced |
| Mather Group, LLC. | 6,532 | $267.2K | 0.00% | −930−12.5% | Reduced |
| Verdence Capital Advisors LLC | 6,056 | $266.8K | 0.02% | +757+14.3% | Added |
| McAdam, LLC | 6,039 | $266.0K | 0.02% | −108−1.8% | Reduced |
| Birch Capital Management, LLC | 6,013 | $264.9K | 0.14% | +2,480+70.2% | Added |
| Anchor Investment Management, LLC | 5,961 | $262.6K | 0.03% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 5,959 | $262.5K | 0.02% | −477−7.4% | Reduced |
| Heritage Investors Management Corp | 5,685 | $250.0K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 5,603 | $246.8K | 0.00% | +4,580+447.7% | Added |
| Matrix Trust Co | 5,528 | $244.0K | 0.06% | +2,789+101.8% | Added |
| FMR LLC | 5,462 | $240.6K | 0.00% | +4,653+575.2% | Added |
| Access Investment Management LLC | 5,370 | $236.5K | 0.08% | 00.0% | Unchanged |
| Lido Advisors, LLC | 5,357 | $236.0K | 0.00% | −2,332−30.3% | Reduced |
| 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 |
| Regimen Wealth, LLC | 5,048 | $222.4K | 0.08% | +5,048 | New |