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 |
|---|---|---|---|---|---|
| Csenge Advisory Group | 5,026 | $221.4K | 0.01% | +5,026 | New |
| Sheets Smith Wealth Management | 4,957 | $218.4K | 0.02% | 00.0% | Unchanged |
| Community Bank, N.A. | 4,844 | $213.3K | 0.03% | −63,951−93.0% | Reduced |
| Integrated Wealth Concepts LLC | 4,790 | $211.0K | 0.00% | −777−14.0% | Reduced |
| Oceanside Advisors LLC | 4,614 | $203.2K | 0.17% | −1,123−19.6% | Reduced |
| DeDora Capital, Inc. | 4,611 | $203.1K | 0.06% | +4,611 | New |
| Cardiff Park Advisors, LLC | 4,592 | $202.3K | 0.02% | +4,592 | New |
| Bell Investment Advisors, Inc | 3,985 | $175.5K | 0.03% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 3,976 | $175.1K | 0.03% | −18−0.5% | Reduced |
| Castleview Partners, LLC | 3,276 | $144.3K | 0.08% | +99+3.1% | Added |
| Federation des caisses Desjardins du Quebec | 2,757 | $121.5K | 0.00% | +120+4.6% | Added |
| Harbour Investments, Inc. | 2,662 | $117.3K | 0.00% | +816+44.2% | Added |
| Larson Financial Group LLC | 2,575 | $113.4K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 2,481 | $109.3K | 0.01% | −4,700−65.5% | Reduced |
| Washington Trust Advisors, Inc. | 2,444 | $107.7K | 0.01% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 2,368 | $104.3K | 0.02% | 00.0% | Unchanged |
| Colonial Trust Co | 2,329 | $101.9K | 0.02% | −57−2.4% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 2,265 | $99.8K | 0.03% | −541−19.3% | Reduced |
| Impact Partnership Wealth, LLC | 2,063 | $90.9K | 0.04% | 00.0% | Unchanged |
| BFSG, LLC | 1,877 | $82.7K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 1,605 | $70.7K | 0.05% | +629+64.4% | Added |
| National Bank of Canada | 1,479 | $69.3K | 0.00% | +167+12.7% | Added |
| CWM, LLC | 1,330 | $59.0K | 0.00% | +1,302+4,650.0% | Added |
| Hartford Financial Management Inc. | 1,312 | $57.8K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,251 | $55.1K | 0.00% | −18,163−93.6% | Reduced |
| Exchange Traded Concepts, LLC | 1,242 | $54.7K | 0.00% | +1,242 | New |
| Hollencrest Capital Management | 1,210 | $53.3K | 0.00% | 00.0% | Unchanged |
| Palisade Asset Management, LLC | 1,127 | $49.6K | 0.00% | +1,127 | New |
| GWM Advisors LLC | 1,018 | $44.8K | 0.00% | +419+69.9% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 1,000 | $44.0K | 0.00% | +1,000 | New |
| Hantz Financial Services, Inc. | 1,000 | $44.0K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 988 | $43.5K | 0.02% | +988 | New |
| Northwest Capital Management Inc | 850 | $37.4K | 0.01% | +850 | New |
| Caitlin John, LLC | 845 | $37.2K | 0.03% | +57+7.2% | Added |
| Key Financial Inc | 837 | $36.9K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 825 | $36.3K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 808 | $35.6K | 0.01% | −9−1.1% | Reduced |
| Retirement Group, LLC | 735 | $32.4K | 0.01% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 662 | $29.2K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 546 | $24.1K | 0.00% | +464+565.9% | Added |
| Smartleaf Asset Management LLC | 532 | $23.1K | 0.00% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 511 | $23.0K | 0.02% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 415 | $18.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 378 | $16.7K | 0.00% | +279+281.8% | Added |
| GPS Wealth Strategies Group, LLC | 335 | $14.8K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 304 | $13.4K | 0.00% | +304 | New |
| Geneos Wealth Management Inc. | 303 | $13.3K | 0.00% | +45+17.4% | Added |
| VitalStone Financial, LLC | 300 | $13.0K | 0.01% | −225−42.9% | Reduced |
| Carolinas Wealth Consulting LLC | 277 | $12.2K | 0.00% | +12+4.5% | Added |
| Main Street Group, LTD | 227 | $10.1K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 217 | $9.56K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 200 | $8.81K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 189 | $8.32K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 174 | $7.67K | 0.00% | +174 | New |
| Signature Resources Capital Management, LLC | 180 | $7.36K | 0.01% | 00.0% | Unchanged |
| NBC Securities, Inc. | 178 | $7.00K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 155 | $6.83K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 154 | $6.78K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 154 | $6.78K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 140 | $6.36K | 0.00% | +140 | New |
| Western Pacific Wealth Management, LP | 134 | $5.90K | 0.00% | +134 | New |
| AdvisorNet Financial, Inc | 104 | $4.58K | 0.00% | −100−49.0% | Reduced |
| Signaturefd, LLC | 100 | $4.41K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 98 | $4.32K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 87 | $3.83K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 61 | $2.69K | 0.00% | +61 | New |
| Spectrum Wealth Counsel, LLC | 36 | $1.59K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 32 | $1.41K | 0.00% | −536−94.4% | Reduced |
| Hillsdale Investment Management Inc. | 27 | $1.17K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 25 | $1.10K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 23 | $1.01K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 19 | $1.00K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 11 | $485 | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 5 | $220 | 0.00% | 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 |