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
- 93.6M
- −3.17M (−3.3%) vs. Q1 2024
- Total value
- $4.20B
- −$57.2M (−1.3%) vs. Q1 2024
- New holders
- 59
- 155 more added
- Sold out
- 23
- 130 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 | 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, 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 |
|---|---|---|---|---|---|
| Glen Eagle Advisors, LLC | 11 | $507 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 19 | $1.00K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 23 | $1.06K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 25 | $1.15K | 0.00% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 27 | $1.24K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 31 | $1.43K | 0.00% | +31 | New |
| Webster Bank, N. A. | 32 | $1.48K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 33 | $1.52K | 0.00% | +33 | New |
| Kozak & Associates, Inc. | 35 | $1.64K | 0.00% | +35 | New |
| Creekmur Asset Management LLC | 50 | $2.31K | 0.00% | −37−42.5% | Reduced |
| Valued Wealth Advisors LLC | 61 | $2.81K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 82 | $3.78K | 0.00% | −464−85.0% | Reduced |
| Deane Retirement Strategies, Inc. | 94 | $4.33K | 0.00% | +94 | New |
| Sunbelt Securities, Inc. | 98 | $4.52K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 99 | $4.56K | 0.00% | −279−73.8% | Reduced |
| Signaturefd, LLC | 100 | $4.61K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 104 | $4.79K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 106 | $4.89K | 0.00% | +106 | New |
| Pacifica Partners Inc. | 140 | $6.54K | 0.00% | +140 | New |
| TD Capital Management LLC | 154 | $7.10K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 154 | $7.10K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 155 | $7.14K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 157 | $7.24K | 0.00% | +157 | New |
| NBC Securities, Inc. | 178 | $8.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 174 | $8.02K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 176 | $8.11K | 0.00% | −13−6.9% | Reduced |
| Addison Advisors LLC | 181 | $8.34K | 0.00% | +181 | New |
| EverSource Wealth Advisors, LLC | 179 | $8.69K | 0.00% | +39+27.9% | Added |
| Salem Investment Counselors Inc | 200 | $9.22K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 217 | $10.0K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 227 | $10.5K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 299 | $13.7K | 0.00% | +22+7.9% | Added |
| VitalStone Financial, LLC | 300 | $13.8K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 303 | $14.0K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 335 | $15.4K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 394 | $18.2K | 0.00% | +90+29.6% | Added |
| The PNC Financial Services Group, Inc. | 412 | $19.0K | 0.00% | −10,750−96.3% | Reduced |
| Financial Management Professionals, Inc. | 420 | $19.0K | 0.00% | +5+1.2% | Added |
| Plante Moran Financial Advisors, LLC | 449 | $20.7K | 0.00% | +449 | New |
| HBC Financial Services, PLLC | 511 | $24.0K | 0.02% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 532 | $24.5K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 600 | $28.0K | 0.00% | −400−40.0% | Reduced |
| Beaird Harris Wealth Management, LLC | 662 | $30.5K | 0.00% | 00.0% | Unchanged |
| Family Firm, Inc. | 684 | $31.5K | 0.01% | +684 | New |
| Parkside Financial Bank & Trust | 808 | $37.2K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 825 | $38.0K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 837 | $38.6K | 0.01% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 850 | $39.2K | 0.01% | 00.0% | Unchanged |
| Hollencrest Capital Management | 1,060 | $48.9K | 0.00% | −150−12.4% | Reduced |
| Caitlin John, LLC | 1,161 | $53.5K | 0.04% | +316+37.4% | Added |
| CWM, LLC | 1,163 | $54.0K | 0.00% | −167−12.6% | Reduced |
| Sound Income Strategies, LLC | 1,281 | $59.0K | 0.00% | −1,200−48.4% | Reduced |
| Rakuten Securities, Inc. | 1,431 | $66.0K | 0.03% | +443+44.8% | Added |
| Hartford Financial Management Inc. | 1,543 | $71.1K | 0.02% | +231+17.6% | Added |
| National Bank of Canada | 1,556 | $71.8K | 0.00% | +77+5.2% | Added |
| RFP Financial Group LLC | 1,583 | $73.0K | 0.03% | +1,583 | New |
| Colonial Trust Co | 1,777 | $81.9K | 0.01% | −552−23.7% | Reduced |
| BFSG, LLC | 1,877 | $86.5K | 0.01% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 2,076 | $95.7K | 0.01% | +2,076 | New |
| Castleview Partners, LLC | 2,196 | $101.2K | 0.06% | −1,080−33.0% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 2,245 | $103.0K | 0.03% | −20−0.9% | Reduced |
| Fortitude Family Office, LLC | 2,325 | $107.2K | 0.06% | +720+44.9% | Added |
| Laurel Wealth Advisors LLC | 2,368 | $109.1K | 0.02% | 00.0% | Unchanged |
| Mizuho Bank, Ltd. | 2,400,000 | $110.6K | 0.03% | +2,400,000 | New |
| Washington Trust Advisors, Inc. | 2,444 | $112.6K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 2,575 | $118.7K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 2,576 | $122.5K | 0.00% | −3,027−54.0% | Reduced |
| Federation des caisses Desjardins du Quebec | 2,678 | $123.4K | 0.00% | −79−2.9% | Reduced |
| Exchange Traded Concepts, LLC | 2,915 | $134.4K | 0.00% | +1,673+134.7% | Added |
| Triad Wealth Partners, LLC | 3,104 | $143.1K | 0.07% | +3,104 | New |
| Nemes Rush Group LLC | 3,423 | $157.8K | 0.02% | −553−13.9% | Reduced |
| Bell Investment Advisors, Inc | 3,985 | $183.7K | 0.04% | 00.0% | Unchanged |
| Secure Asset Management, LLC | 4,341 | $200.1K | 0.04% | +4,341 | New |
| Selective Wealth Management, Inc. | 4,368 | $204.6K | 0.09% | +4,368 | New |
| Lido Advisors, LLC | 4,465 | $205.8K | 0.00% | −892−16.7% | Reduced |
| Integrated Wealth Concepts LLC | 4,478 | $206.4K | 0.00% | −312−6.5% | Reduced |
| AlTi Global, Inc. | 4,518 | $208.2K | 0.01% | +4,518 | New |
| Flputnam Investment Management Co | 4,578 | $211.0K | 0.00% | +4,578 | New |
| Insigneo Advisory Services, LLC | 4,466 | $213.1K | 0.02% | +4,466 | New |
| Community Bank, N.A. | 4,659 | $214.7K | 0.03% | −185−3.8% | Reduced |
| Advisory Services Network, LLC | 4,750 | $218.9K | 0.00% | +4,750 | New |
| Victory Capital Management Inc | 4,772 | $219.9K | 0.00% | −513−9.7% | Reduced |
| WestEnd Advisors, LLC | 4,772 | $219.9K | 0.01% | −513−9.7% | Reduced |
| FMR LLC | 4,945 | $227.9K | 0.00% | −517−9.5% | Reduced |
| Empower Advisory Group, LLC | 5,144 | $237.1K | 0.00% | +5,144 | New |
| MONECO Advisors, LLC | 5,247 | $241.8K | 0.04% | +5,247 | New |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 5,339 | $246.1K | 0.03% | +5,339 | New |
| Heritage Investors Management Corp | 5,685 | $262.0K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 5,961 | $274.7K | 0.03% | 00.0% | Unchanged |
| Birch Capital Management, LLC | 6,013 | $277.1K | 0.14% | 00.0% | Unchanged |
| Access Investment Management LLC | 6,020 | $277.5K | 0.09% | +650+12.1% | Added |
| McAdam, LLC | 6,039 | $278.3K | 0.02% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 6,056 | $279.1K | 0.01% | +6,056 | New |
| First Heartland Consultants, Inc. | 6,093 | $281.0K | 0.03% | −1,141−15.8% | Reduced |
| Sound View Wealth Advisors Group, LLC | 6,105 | $281.4K | 0.03% | 00.0% | Unchanged |
| Lee Financial Co | 6,188 | $285.2K | 0.05% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 6,286 | $289.7K | 0.01% | +5,035+402.5% | Added |
| Jump Financial, LLC | 6,317 | $291.2K | 0.01% | +6,317 | New |
| Envestnet Portfolio Solutions, Inc. | 6,430 | $296.4K | 0.00% | +6,430 | New |
| DeDora Capital, Inc. | 6,459 | $297.7K | 0.09% | +1,848+40.1% | Added |