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Livermore
Livermore
ZHEN

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.

Q2 2024 vs. Q1 2024

How the institutions holding World Gold Trust changed between Q1 2024 and Q2 2024.

All holders in Q2 2024All holders in Q1 2024

13F holders of GLDM: Q1 2024 compared with Q2 2024
MeasureQ1 2024Of which not filed for Q2 2024Q2 2024Change
Holders3755406+36
Shares97.1M342.4K93.6M−3.17M (−3.3%)
Value$4.28B$15.1M$4.20B−$57.2M (−1.3%)

5 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (59)

Institutions that held World Gold Trust at the end of Q2 2024 but not at the end of Q1 2024.

Institutions new to GLDM in Q2 2024
InstitutionSharesValue% of portfolio
HighTower Advisors, LLC979,010$45.1M0.07%
Manufacturers Life Insurance Company, The687,532$31.7M0.03%
Nisa Investment Advisors, LLC337,200$15.5M0.10%
New York State Common Retirement Fund248,265$11.4M0.02%
Continuum Wealth Advisors, LLC155,900$7.19M3.78%
Hobbs Group Advisors, LLC122,652$5.65M2.15%
Beaumont Financial Advisors, LLC108,036$4.98M0.40%
Stratos Wealth Advisors, LLC92,715$4.27M0.21%
Sanctuary Advisors, LLC87,188$4.04M0.03%
Advisory Alpha, LLC68,197$3.15M0.12%
Lynx Investment Advisory62,601$2.89M2.14%
Q3 Asset Management48,899$2.25M0.51%
Vicus Capital43,237$1.99M0.18%
WFA of San Diego, LLC37,002$1.71M1.53%
Foundations Investment Advisors, LLC35,821$1.65M0.04%
Brown Financial Advisors30,044$1.38M0.62%
Mattson Financial Services, LLC26,029$1.20M0.43%
Nissay Asset Management Corp24,282$1.12M0.01%
Fullerton Fund Management Co Ltd.23,942$1.10M0.05%
New England Private Wealth Advisors LLC22,863$1.05M0.18%
We Are One Seven, LLC22,170$1.02M0.05%
Diversify Wealth Management, LLC18,911$902.4K0.11%
New York Life Investment Management LLC15,951$735.2K0.01%
IHT Wealth Management, LLC14,765$680.5K0.03%
Apella Capital, LLC14,292$669.6K0.03%
Jones Financial Companies LLLP14,345$661.2K0.00%
Merkkuri Wealth Advisors LLC14,226$655.7K0.61%
Gibbs Wealth Management12,657$583.4K0.24%
AlphaStar Capital Management, LLC12,608$581.1K0.05%
Clearstead Advisors, LLC11,944$550.5K0.01%
Sage Mountain Advisors LLC10,830$499.2K0.05%
Headlands Technologies LLC10,694$492.9K0.05%
Modern Wealth Management, LLC6,715$309.5K0.02%
Envestnet Portfolio Solutions, Inc.6,430$296.4K0.00%
Jump Financial, LLC6,317$291.2K0.01%
Warren Averett Asset Management, LLC6,056$279.1K0.01%
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors5,339$246.1K0.03%
MONECO Advisors, LLC5,247$241.8K0.04%
Empower Advisory Group, LLC5,144$237.1K0.00%
Advisory Services Network, LLC4,750$218.9K0.00%
Insigneo Advisory Services, LLC4,466$213.1K0.02%
Flputnam Investment Management Co4,578$211.0K0.00%
AlTi Global, Inc.4,518$208.2K0.01%
Selective Wealth Management, Inc.4,368$204.6K0.09%
Secure Asset Management, LLC4,341$200.1K0.04%
Triad Wealth Partners, LLC3,104$143.1K0.07%
Mizuho Bank, Ltd.2,400,000$110.6K0.03%
Ashton Thomas Private Wealth, LLC2,076$95.7K0.01%
RFP Financial Group LLC1,583$73.0K0.03%
Family Firm, Inc.684$31.5K0.01%
Plante Moran Financial Advisors, LLC449$20.7K0.00%
Addison Advisors LLC181$8.34K0.00%
Tucker Asset Management LLC157$7.24K0.00%
Pacifica Partners Inc.140$6.54K0.00%
Pinnacle Bancorp, Inc.106$4.89K0.00%
Deane Retirement Strategies, Inc.94$4.33K0.00%
Kozak & Associates, Inc.35$1.64K0.00%
Citigroup Inc33$1.52K0.00%
Thurston, Springer, Miller, Herd & Titak, Inc.31$1.43K0.00%

Sold out (23)

Institutions that held World Gold Trust at the end of Q1 2024 and filed for Q2 2024 without it.

Institutions that sold out of GLDM in Q2 2024
InstitutionShares, Q1 2024Value, Q1 2024
Evoke Wealth, LLC6,263,652$275.9M
Warren Street Wealth Advisors, LLC224,996$9.91M
CoreCap Advisors, LLC180,103$7.93M
Flynn Zito Capital Management, LLC119,882$5.28M
Transamerica Financial Advisors, Inc.105,413$4.64M
Renaissance Technologies LLC74,600$3.29M
National Asset Management, Inc.85,657$3.14M
Lincoln National Corp36,860$1.62M
Vaughan David Investments LLC22,797$1.00M
Nwam LLC12,990$596.1K
Pathstone Holdings, LLC10,750$473.5K
EP Wealth Advisors, LLC10,737$473.0K
Richardson Financial Services Inc.6,848$301.7K
Csenge Advisory Group5,026$221.4K
Sheets Smith Wealth Management4,957$218.4K
Cardiff Park Advisors, LLC4,592$202.3K
Impact Partnership Wealth, LLC2,063$90.9K
Palisade Asset Management, LLC1,127$49.6K
Bank Julius Baer & Co. Ltd, Zurich1,000$44.0K
Signature Resources Capital Management, LLC180$7.36K
Western Pacific Wealth Management, LP134$5.90K
Spectrum Wealth Counsel, LLC36$1.59K
Truvestments Capital LLC5$220

Not filed for Q2 2024 yet (5)

Institutions that held World Gold Trust at the end of Q1 2024 and haven't filed a 13F for Q2 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding GLDM in Q1 2024 that haven't filed for Q2 2024
InstitutionShares, Q1 2024Value, Q1 2024
Eudaimonia Partners, LLC299,009$13.2M
FirstPurpose Wealth LLC22,070$1.02M
Wilbanks Smith & Thomas Asset Management LLC11,944$526.1K
Derbend Asset Management8,652$381.1K
Retirement Group, LLC735$32.4K