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, Q2 2024
Institutional positions in World Gold Trust as of Jun 30, 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
- 406
- +36 vs. Q1 2024
- Shares held
- 93.8M
- −14.7M (−13.6%) vs. Q1 2024
- Total value
- $4.21B
- −$614.3M (−12.7%) vs. Q1 2024
- New holders
- 59
- 154 more added
- Sold out
- 23
- 131 more reduced
5 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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 | 878 | $13.9B |
| Q3 2025 | 754 | $11.8B |
| Q2 2025 | 702 | $9.26B |
| Q1 2025 | 618 | $8.05B |
| Q4 2024 | 541 | $5.85B |
| Q3 2024 | 465 | $5.95B |
| Q2 2024 | 406 | $4.21B |
| Q1 2024 | 375 | $4.84B |
| Q4 2023 | 374 | $4.09B |
| Q3 2023 | 345 | $3.52B |
| Q2 2023 | 334 | $4.12B |
| Q1 2023 | 319 | $3.95B |
| Q4 2022 | 275 | $3.67B |
| Q3 2022 | 255 | $2.88B |
| Q2 2022 | 274 | $3.11B |
| Q1 2022 | 240 | $2.55B |
| Q4 2021 | 258 | $2.86B |
| Q3 2021 | 235 | $2.75B |
| Q2 2021 | 239 | $2.81B |
| Q1 2021 | 227 | $2.69B |
Institutions, Q2 2024
Shares, value and share of portfolio for each institution holding World Gold Trust; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sumitomo Mitsui Trust Holdings, Inc. | 13,800,000 | $636.0M | 0.47% | 00.0% | Unchanged |
| Morgan Stanley | 6,348,054 | $292.6M | 0.02% | −11,299,293−64.0% | Reduced |
| Bank of America Corp | 3,368,958 | $155.3M | 0.01% | +392,322+13.2% | Added |
| 3EDGE Asset Management, LP | 3,358,936 | $154.8M | 12.15% | +1,097,780+48.5% | Added |
| UBS Group AG | 3,285,453 | $151.4M | 0.05% | +135,337+4.3% | Added |
| Asset Management One Co.,Ltd. | 3,136,736 | $144.6M | 0.55% | −604,412−16.2% | Reduced |
| State Street Corp | 2,253,546 | $103.9M | 0.00% | −118,817−5.0% | Reduced |
| Stifel Financial Corp | 2,094,301 | $96.5M | 0.11% | −137,669−6.2% | Reduced |
| Ameriprise Financial Inc | 2,079,952 | $95.9M | 0.03% | −292,456−12.3% | Reduced |
| Strategic Financial Services, Inc, | 1,634,759 | $75.3M | 4.77% | +15,046+0.9% | Added |
| Toroso Investments, LLC | 1,552,531 | $71.6M | 0.99% | −307,995−16.6% | Reduced |
| LPL Financial LLC | 1,536,001 | $70.8M | 0.04% | +20,288+1.3% | Added |
| Greenline Partners, LLC | 1,495,208 | $69.1M | 10.52% | −1,622−0.1% | Reduced |
| Congress Wealth Management LLC | 1,396,859 | $64.4M | 1.02% | −127,319−8.4% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 1,301,675 | $60.0M | 1.05% | −84,140−6.1% | Reduced |
| Hollow Brook Wealth Management LLC | 1,154,676 | $53.2M | 18.07% | +23,478+2.1% | Added |
| Bank of New York Mellon Corp | 1,118,257 | $51.5M | 0.01% | −112,872−9.2% | Reduced |
| Wells Fargo & Company | 1,058,825 | $48.8M | 0.01% | +106,538+11.2% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 1,051,160 | $48.4M | 0.57% | +134,350+14.7% | Added |
| Cohen & Steers, Inc. | 1,026,145 | $47.3M | 0.10% | +318,892+45.1% | Added |
| HighTower Advisors, LLC | 979,010 | $45.1M | 0.07% | +979,010 | New |
| Gradient Investments LLC | 904,320 | $41.7M | 0.94% | −433,231−32.4% | Reduced |
| Great Valley Advisor Group, Inc. | 899,915 | $41.5M | 1.16% | +59,374+7.1% | Added |
| Richard C. Young & CO., LTD. | 876,528 | $40.4M | 4.91% | −1,974−0.2% | Reduced |
| Royal Bank of Canada | 871,060 | $40.1M | 0.01% | −13,233−1.5% | Reduced |
| American Investment Services, Inc. | 794,018 | $36.6M | 6.48% | −68,214−7.9% | Reduced |
| Envestnet Asset Management Inc | 786,355 | $36.2M | 0.01% | +120,850+18.2% | Added |
| Miracle Mile Advisors, LLC | 713,033 | $32.9M | 0.80% | −517,330−42.0% | Reduced |
| Manufacturers Life Insurance Company, The | 687,532 | $31.7M | 0.03% | +687,532 | New |
| SEI Investments Co | 667,753 | $30.8M | 0.04% | +97,181+17.0% | Added |
| Raymond James & Associates | 664,201 | $30.6M | 0.02% | +292,512+78.7% | Added |
| Van Eck Associates Corp | 659,993 | $30.4M | 0.04% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 650,088 | $30.0M | 0.07% | +242,480+59.5% | Added |
| Capital Planning Advisors, LLC | 626,854 | $28.9M | 4.94% | −23,830−3.7% | Reduced |
| TownSquare Capital, LLC | 606,787 | $28.0M | 0.38% | +235,943+63.6% | Added |
| Confluence Investment Management LLC | 604,725 | $27.9M | 0.40% | −10,878−1.8% | Reduced |
| MBL Wealth, LLC | 574,241 | $26.5M | 2.96% | +6,827+1.2% | Added |
| Nepc LLC | 573,070 | $26.4M | 0.87% | −86,275−13.1% | Reduced |
| Burt Wealth Advisors | 556,760 | $25.7M | 6.76% | −39,504−6.6% | Reduced |
| Medici Capital LLC | 555,240 | $25.6M | 56.46% | +437,100+370.0% | Added |
| Cerity Partners LLC | 545,781 | $25.2M | 0.07% | +26,098+5.0% | Added |
| SNS Financial Group, LLC | 518,539 | $23.9M | 2.57% | +4,732+0.9% | Added |
| Assetmark, Inc | 499,241 | $23.0M | 0.07% | −23,105−4.4% | Reduced |
| JPMorgan Chase & Co | 440,458 | $20.3M | 0.00% | +413,664+1,543.9% | Added |
| Baird Financial Group, Inc. | 430,743 | $19.9M | 0.04% | −12,151−2.7% | Reduced |
| Sentinel Pension Advisors Inc | 415,422 | $19.1M | 3.97% | +8,035+2.0% | Added |
| Equitable Holdings, Inc. | 408,193 | $18.8M | 0.20% | +323,800+383.7% | Added |
| Raymond James Financial Services Advisors, Inc. | 407,243 | $18.8M | 0.03% | +7,671+1.9% | Added |
| Oversea-Chinese Banking CORP Ltd | 381,610 | $17.6M | 0.53% | −13,189−3.3% | Reduced |
| Brandywine Oak Private Wealth LLC | 371,058 | $17.1M | 1.76% | −112,127−23.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 370,437 | $17.1M | 0.06% | +133,485+56.3% | Added |
| Nottingham Advisors, Inc. | 355,594 | $16.4M | 1.94% | +964+0.3% | Added |
| NavPoint Financial, Inc. | 343,891 | $15.8M | 13.76% | −37,785−9.9% | Reduced |
| Nisa Investment Advisors, LLC | 337,200 | $15.5M | 0.10% | +337,200 | New |
| Resona Asset Management Co.,Ltd. | 325,455 | $15.0M | 0.09% | +100,985+45.0% | Added |
| Brinker Capital Investments, LLC | 318,436 | $14.7M | 0.15% | +129,690+68.7% | Added |
| Orion Portfolio Solutions, LLC | 318,436 | $14.7M | 0.15% | +129,690+68.7% | Added |
| Joseph Group Capital Management | 315,845 | $14.6M | 7.56% | −29,462−8.5% | Reduced |
| Parcion Private Wealth LLC | 309,919 | $14.3M | 1.31% | −13,126−4.1% | Reduced |
| Private Advisor Group, LLC | 279,698 | $12.9M | 0.09% | +6,128+2.2% | Added |
| Evernest Financial Advisors, LLC | 273,524 | $12.6M | 5.65% | +3,779+1.4% | Added |
| Cetera Investment Advisers | 257,123 | $11.9M | 0.03% | −24,915−8.8% | Reduced |
| Deutsche Bank AG | 250,000 | $11.5M | 0.01% | 00.0% | Unchanged |
| Austin Wealth Management, LLC | 240,024 | $11.5M | 2.69% | +7,053+3.0% | Added |
| New York State Common Retirement Fund | 248,265 | $11.4M | 0.02% | +248,265 | New |
| Gould Asset Management LLC | 244,853 | $11.3M | 2.60% | +1,906+0.8% | Added |
| Keudell/Morrison Wealth Management | 241,642 | $11.1M | 3.26% | −11,938−4.7% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 233,994 | $10.8M | 0.03% | −6,979−2.9% | Reduced |
| Timber Creek Capital Management LLC | 223,136 | $10.3M | 3.10% | −24,947−10.1% | Reduced |
| Peak Financial Advisors LLC | 222,625 | $10.3M | 5.89% | +28,914+14.9% | Added |
| Bangor Savings Bank | 216,519 | $9.98M | 1.00% | +5,666+2.7% | Added |
| Rockefeller Capital Management L.P. | 205,300 | $9.46M | 0.03% | +1,005+0.5% | Added |
| US Bancorp | 196,111 | $9.04M | 0.01% | +162,777+488.3% | Added |
| R. W. Roge & Company, Inc. | 183,580 | $8.46M | 4.83% | −6,946−3.6% | Reduced |
| Alaska Permanent Fund Corp | 171,000 | $8.31M | 0.12% | −2,452,000−93.5% | Reduced |
| Jane Street Group, LLC | 177,651 | $8.19M | 0.01% | +103,735+140.3% | Added |
| Coco Enterprises, LLC | 176,776 | $8.01M | 5.43% | 00.0% | Unchanged |
| JNBA Financial Advisors | 171,854 | $7.92M | 0.84% | −80,763−32.0% | Reduced |
| AIFG Consultants Ltd. | 170,151 | $7.84M | 5.83% | −8,443−4.7% | Reduced |
| Stratos Wealth Partners, LTD. | 161,614 | $7.45M | 0.12% | +2,229+1.4% | Added |
| Avid Wealth Partners LLC | 159,548 | $7.35M | 5.71% | −10,136−6.0% | Reduced |
| Sterling Investment Advisors, Ltd. | 157,842 | $7.27M | 1.97% | −5,396−3.3% | Reduced |
| Continuum Wealth Advisors, LLC | 155,900 | $7.19M | 3.78% | +155,900 | New |
| Harbor Investment Advisory, LLC | 154,423 | $7.12M | 0.74% | +3,942+2.6% | Added |
| Clark Capital Management Group, Inc. | 152,018 | $7.01M | 0.05% | +15,254+11.2% | Added |
| Hudson Capital Management LLC | 148,329 | $6.84M | 2.30% | −293−0.2% | Reduced |
| Wealth Advisory Solutions, LLC | 140,577 | $6.48M | 1.76% | −270,170−65.8% | Reduced |
| WR Wealth Planners, LLC | 139,903 | $6.45M | 1.97% | −7,017−4.8% | Reduced |
| Glenview Trust Co | 139,521 | $6.43M | 0.13% | +160.0% | Added |
| Versant Capital Management, Inc | 138,104 | $6.37M | 1.61% | −1,930−1.4% | Reduced |
| Synovus Financial Corp | 134,293 | $6.19M | 0.08% | −8,301−5.8% | Reduced |
| Retirement Income Solutions, Inc | 132,108 | $6.09M | 1.47% | −5,956−4.3% | Reduced |
| Arete Wealth Advisors, LLC | 127,765 | $5.89M | 0.48% | +24,972+24.3% | Added |
| Commonwealth Equity Services, LLC | 126,776 | $5.84M | 0.01% | +24,772+24.3% | Added |
| Hobbs Group Advisors, LLC | 122,652 | $5.65M | 2.15% | +122,652 | New |
| AMJ Financial Wealth Management | 119,568 | $5.51M | 1.72% | +1,527+1.3% | Added |
| Citadel Advisors LLC | 115,279 | $5.31M | 0.01% | −10,504−8.4% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 112,974 | $5.21M | 0.22% | +8,024+7.6% | Added |
| Managed Asset Portfolios, LLC | 112,904 | $5.20M | 0.77% | +18,724+19.9% | Added |
| Quent Capital, LLC | 112,438 | $5.18M | 0.57% | +13,544+13.7% | Added |