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 |
|---|---|---|---|---|---|
| Appleton Partners Inc | 6,459 | $298.0K | 0.02% | −300−4.4% | Reduced |
| Belpointe Asset Management LLC | 6,512 | $300.1K | 0.02% | +553+9.3% | Added |
| ShoreHaven Wealth Partners, LLC | 6,570 | $302.8K | 0.16% | −21−0.3% | Reduced |
| Modern Wealth Management, LLC | 6,715 | $309.5K | 0.02% | +6,715 | New |
| Private Trust Co NA | 6,894 | $317.7K | 0.03% | 00.0% | Unchanged |
| Intrua Financial, LLC | 7,202 | $331.9K | 0.05% | −132−1.8% | Reduced |
| Sigma Planning Corp | 7,336 | $338.1K | 0.01% | +1,216+19.9% | Added |
| Advisors Capital Management, LLC | 7,623 | $351.0K | 0.01% | −7,473−49.5% | Reduced |
| Denver Wealth Management, Inc. | 7,793 | $359.2K | 0.18% | +1,228+18.7% | Added |
| Principal Securities, Inc. | 7,807 | $359.8K | 0.01% | +413+5.6% | Added |
| Oceanside Advisors LLC | 7,858 | $362.2K | 0.29% | +3,244+70.3% | Added |
| CI Private Wealth, LLC | 7,874 | $362.9K | 0.00% | +1,307+19.9% | Added |
| Harbour Investments, Inc. | 7,943 | $366.1K | 0.01% | +5,281+198.4% | Added |
| Patten Group, Inc. | 7,983 | $367.9K | 0.09% | +1,083+15.7% | Added |
| Regimen Wealth, LLC | 8,178 | $376.9K | 0.13% | +3,130+62.0% | Added |
| Verdence Capital Advisors LLC | 8,356 | $385.1K | 0.03% | +2,300+38.0% | Added |
| Matrix Trust Co | 8,410 | $388.0K | 0.09% | +2,882+52.1% | Added |
| Signet Financial Management, LLC | 8,479 | $390.8K | 0.05% | +1,758+26.2% | Added |
| International Private Wealth Advisors LLC | 8,748 | $403.2K | 0.68% | +372+4.4% | Added |
| Smith Anglin Financial, LLC | 9,103 | $419.6K | 0.04% | +73+0.8% | Added |
| Middleton & Co Inc | 9,151 | $421.8K | 0.05% | 00.0% | Unchanged |
| Segment Wealth Management, LLC | 9,500 | $437.9K | 0.03% | 00.0% | Unchanged |
| Independent Advisor Alliance | 9,687 | $446.5K | 0.02% | −741−7.1% | Reduced |
| Mutual Advisors, LLC | 9,678 | $457.2K | 0.01% | +1,252+14.9% | Added |
| Capital Analysts, LLC | 10,004 | $461.0K | 0.02% | −116−1.1% | Reduced |
| Laidlaw Wealth Management LLC | 10,012 | $461.5K | 0.25% | +338+3.5% | Added |
| Pecaut & Co. | 10,355 | $477.3K | 0.18% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 10,444 | $481.4K | 0.01% | +4,094+64.5% | Added |
| Headlands Technologies LLC | 10,694 | $492.9K | 0.05% | +10,694 | New |
| Sage Mountain Advisors LLC | 10,830 | $499.2K | 0.05% | +10,830 | New |
| Carmichael Hill & Associates, Inc. | 11,017 | $507.8K | 0.21% | +653+6.3% | Added |
| Choate Investment Advisors | 11,028 | $508.3K | 0.01% | 00.0% | Unchanged |
| PDS Planning, Inc | 11,178 | $515.2K | 0.05% | +1,187+11.9% | Added |
| Park Avenue Securities LLC | 11,440 | $527.0K | 0.01% | +1,983+21.0% | Added |
| Michael B. Yongue | 11,473 | $528.8K | 0.45% | −1,275−10.0% | Reduced |
| Betterment LLC | 11,765 | $542.0K | 0.00% | +439+3.9% | Added |
| Weil Company, Inc. | 11,943 | $550.5K | 0.20% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 11,944 | $550.5K | 0.01% | +11,944 | New |
| Vista Wealth Management Group, LLC | 12,000 | $553.1K | 0.04% | 00.0% | Unchanged |
| WCG Wealth Advisors LLC | 12,096 | $558.0K | 0.04% | +1,036+9.4% | Added |
| Two Sigma Securities, LLC | 12,136 | $559.3K | 0.03% | −6,078−33.4% | Reduced |
| Norden Group LLC | 12,363 | $569.8K | 0.12% | +2,586+26.4% | Added |
| AlphaStar Capital Management, LLC | 12,608 | $581.1K | 0.05% | +12,608 | New |
| Gibbs Wealth Management | 12,657 | $583.4K | 0.24% | +12,657 | New |
| Destiny Capital Corp | 12,793 | $589.6K | 0.40% | −837−6.1% | Reduced |
| Myecfo, LLC | 12,875 | $593.4K | 0.34% | −50−0.4% | Reduced |
| Washington Trust Co | 13,324 | $614.1K | 0.02% | +2,121+18.9% | Added |
| Mitchell McLeod Pugh & Williams Inc | 13,685 | $630.7K | 0.14% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 13,863 | $638.9K | 0.00% | +1,314+10.5% | Added |
| Mather Group, LLC. | 14,534 | $640.2K | 0.01% | +8,002+122.5% | Added |
| Merkkuri Wealth Advisors LLC | 14,226 | $655.7K | 0.61% | +14,226 | New |
| Jones Financial Companies LLLP | 14,345 | $661.2K | 0.00% | +14,345 | New |
| Pathway Financial Advisors LLC | 14,409 | $664.1K | 0.18% | 00.0% | Unchanged |
| Apella Capital, LLC | 14,292 | $669.6K | 0.03% | +14,292 | New |
| Per Stirling Capital Management, LLC. | 14,680 | $676.6K | 0.11% | +1,703+13.1% | Added |
| Central Trust Co | 14,738 | $679.3K | 0.02% | −12−0.1% | Reduced |
| IHT Wealth Management, LLC | 14,765 | $680.5K | 0.03% | +14,765 | New |
| Caldwell Trust Co | 14,977 | $690.3K | 0.08% | −250−1.6% | Reduced |
| Valmark Advisers, Inc. | 15,001 | $691.4K | 0.01% | +2,033+15.7% | Added |
| Kingsview Wealth Management, LLC | 15,006 | $691.6K | 0.02% | −817−5.2% | Reduced |
| Strategic Blueprint, LLC | 15,106 | $696.2K | 0.05% | −6,058−28.6% | Reduced |
| Formidable Asset Management, LLC | 15,264 | $703.5K | 0.11% | +649+4.4% | Added |
| Brown Advisory Inc | 15,659 | $721.7K | 0.00% | 00.0% | Unchanged |
| Auour Investments LLC | 15,836 | $729.9K | 0.27% | +3,478+28.1% | Added |
| New York Life Investment Management LLC | 15,951 | $735.2K | 0.01% | +15,951 | New |
| Kestra Advisory Services, LLC | 16,336 | $752.9K | 0.00% | +5,489+50.6% | Added |
| Diversify Advisory Services, LLC | 17,266 | $808.9K | 0.04% | +3,415+24.7% | Added |
| Balentine LLC | 18,289 | $842.9K | 0.04% | −37,836−67.4% | Reduced |
| Change Path, LLC | 18,744 | $864.0K | 0.04% | +1,110+6.3% | Added |
| Green Harvest Asset Management LLC | 18,751 | $864.2K | 0.02% | +2,844+17.9% | Added |
| SeaCrest Wealth Management, LLC | 19,116 | $881.1K | 0.10% | +1,926+11.2% | Added |
| Sargent Investment Group, LLC | 19,176 | $883.8K | 0.18% | +95+0.5% | Added |
| Spire Wealth Management | 19,233 | $886.4K | 0.03% | +11,136+137.5% | Added |
| Kendall Capital Management | 19,385 | $893.5K | 0.30% | −2,485−11.4% | Reduced |
| Diversify Wealth Management, LLC | 18,911 | $902.4K | 0.11% | +18,911 | New |
| Acorn Wealth Advisors, LLC | 19,643 | $905.3K | 0.45% | 00.0% | Unchanged |
| Diligent Investors, LLC | 19,738 | $909.7K | 0.23% | −50−0.3% | Reduced |
| Continuum Advisory, LLC | 19,767 | $911.1K | 0.13% | −609−3.0% | Reduced |
| Total Investment Management Inc | 19,808 | $913.0K | 0.12% | −205−1.0% | Reduced |
| Valtinson Bruner Financial Planning LLC | 19,977 | $920.7K | 0.37% | −366−1.8% | Reduced |
| SG Americas Securities, LLC | 20,148 | $929.0K | 0.01% | +2,618+14.9% | Added |
| Prudential Financial Inc | 20,280 | $934.7K | 0.00% | +7,944+64.4% | Added |
| Thrive Capital Management, LLC | 20,929 | $964.6K | 0.44% | +8,107+63.2% | Added |
| CIBC Private Wealth Group, LLC | 20,950 | $979.8K | 0.00% | −490−2.3% | Reduced |
| Carret Asset Management, LLC | 21,331 | $983.1K | 0.11% | −2,342−9.9% | Reduced |
| Requisite Capital Management, LLC | 21,461 | $989.1K | 0.22% | −16,826−43.9% | Reduced |
| Heritage Wealth Advisors | 22,083 | $1.02M | 0.05% | 00.0% | Unchanged |
| We Are One Seven, LLC | 22,170 | $1.02M | 0.05% | +22,170 | New |
| New England Private Wealth Advisors LLC | 22,863 | $1.05M | 0.18% | +22,863 | New |
| Robinson Value Management, Ltd. | 22,906 | $1.06M | 0.74% | +993+4.5% | Added |
| SWMG, LLC | 23,905 | $1.10M | 0.49% | −1,954−7.6% | Reduced |
| Fullerton Fund Management Co Ltd. | 23,942 | $1.10M | 0.05% | +23,942 | New |
| Nissay Asset Management Corp | 24,282 | $1.12M | 0.01% | +24,282 | New |
| Whittier Trust Co of Nevada Inc | 25,500 | $1.18M | 0.03% | 00.0% | Unchanged |
| Brown Miller Wealth Management, LLC | 25,512 | $1.18M | 0.49% | −1,145−4.3% | Reduced |
| Mattson Financial Services, LLC | 26,029 | $1.20M | 0.43% | +26,029 | New |
| Tocqueville Asset Management L.P. | 26,067 | $1.20M | 0.02% | −395−1.5% | Reduced |
| Financial Network Wealth Advisors LLC | 27,167 | $1.25M | 0.94% | +7,814+40.4% | Added |
| Leading Edge Financial Planning LLC | 27,233 | $1.26M | 0.50% | +1,802+7.1% | Added |
| Tidemark, LLC | 28,062 | $1.29M | 0.59% | −235−0.8% | Reduced |