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 |
|---|---|---|---|---|---|
| Richard Bernstein Advisors LLC | 28,685 | $1.32M | 0.03% | −2,499−8.0% | Reduced |
| Forbes J M & Co LLP | 28,711 | $1.32M | 0.14% | 00.0% | Unchanged |
| Valicenti Advisory Services Inc | 28,819 | $1.33M | 0.36% | −910−3.1% | Reduced |
| Stansberry Asset Management, LLC | 29,330 | $1.35M | 0.18% | +7,659+35.3% | Added |
| Leo Wealth, LLC | 29,663 | $1.37M | 0.14% | +255+0.9% | Added |
| Brown Financial Advisors | 30,044 | $1.38M | 0.62% | +30,044 | New |
| Tokio Marine Asset Management Co Ltd | 30,500 | $1.41M | 0.07% | −33,300−52.2% | Reduced |
| Kestra Private Wealth Services, LLC | 32,927 | $1.52M | 0.03% | +3,311+11.2% | Added |
| Gradient Capital Advisors, LLC | 32,968 | $1.52M | 0.54% | −265−0.8% | Reduced |
| Confluence Wealth Services, Inc. | 33,161 | $1.53M | 0.12% | +18,973+133.7% | Added |
| Merit Financial Group, LLC | 33,599 | $1.55M | 0.03% | −28−0.1% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 34,200 | $1.58M | 0.37% | +1,678+5.2% | Added |
| Vermillion & White Wealth Management Group, LLC | 35,763 | $1.65M | 1.24% | +846+2.4% | Added |
| Foundations Investment Advisors, LLC | 35,821 | $1.65M | 0.04% | +35,821 | New |
| Nomura Asset Management Co Ltd | 36,000 | $1.66M | 0.01% | 00.0% | Unchanged |
| Visionary Wealth Advisors | 36,238 | $1.67M | 0.11% | −5,129−12.4% | Reduced |
| Beacon Pointe Advisors, LLC | 36,373 | $1.68M | 0.02% | −1,477−3.9% | Reduced |
| WFA of San Diego, LLC | 37,002 | $1.71M | 1.53% | +37,002 | New |
| Principal Financial Group Inc | 38,680 | $1.78M | 0.00% | +6,949+21.9% | Added |
| Bridgewater Advisors Inc. | 38,553 | $1.80M | 0.22% | 00.0% | Unchanged |
| Petix & Botte Co | 39,228 | $1.81M | 0.51% | +19,873+102.7% | Added |
| Steward Partners Investment Advisory, LLC | 39,240 | $1.81M | 0.02% | +2,339+6.3% | Added |
| Lam Group, Inc. | 41,220 | $1.90M | 1.60% | +8,835+27.3% | Added |
| Ci Investments Inc. | 41,534 | $1.91M | 0.01% | −9,000−17.8% | Reduced |
| Creative Planning | 42,039 | $1.94M | 0.00% | +2,400+6.1% | Added |
| One Charles Private Wealth Services, LLC | 42,488 | $1.96M | 0.81% | +4,306+11.3% | Added |
| Jacobi Capital Management LLC | 42,683 | $1.97M | 0.17% | −1,675−3.8% | Reduced |
| Scotia Capital Inc. | 42,901 | $1.98M | 0.01% | +188+0.4% | Added |
| Vicus Capital | 43,237 | $1.99M | 0.18% | +43,237 | New |
| Essex Financial Services, Inc. | 41,682 | $2.00M | 0.15% | +9,024+27.6% | Added |
| Main Street Financial Solutions, LLC | 44,267 | $2.04M | 0.19% | +22,007+98.9% | Added |
| Flagship Harbor Advisors, LLC | 45,102 | $2.08M | 0.12% | +25,460+129.6% | Added |
| Mills Wealth Advisors LLC | 45,221 | $2.08M | 1.49% | +985+2.2% | Added |
| GWM Advisors LLC | 47,201 | $2.18M | 0.02% | +46,183+4,536.6% | Added |
| IFP Advisors, Inc | 47,775 | $2.20M | 0.09% | −1,663−3.4% | Reduced |
| Farther Finance Advisors, LLC | 47,659 | $2.20M | 0.11% | +11,896+33.3% | Added |
| RSM US Wealth Management LLC | 48,616 | $2.25M | 0.04% | −2,447−4.8% | Reduced |
| Q3 Asset Management | 48,899 | $2.25M | 0.51% | +48,899 | New |
| GeoWealth Management, LLC | 50,392 | $2.32M | 0.10% | −4,301−7.9% | Reduced |
| Financial Sense Advisors, Inc. | 50,620 | $2.33M | 0.74% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 52,290 | $2.41M | 0.99% | −24,140−31.6% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 53,400 | $2.46M | 0.01% | −1,092,864−95.3% | Reduced |
| Copperwynd Financial, LLC | 50,770 | $2.47M | 0.81% | +506+1.0% | Added |
| Horizon Financial Services, LLC | 53,505 | $2.47M | 1.56% | −2,827−5.0% | Reduced |
| Baker Ellis Asset Management LLC | 55,050 | $2.54M | 0.38% | 00.0% | Unchanged |
| Prosperity Consulting Group, LLC | 55,559 | $2.56M | 0.35% | −1,299−2.3% | Reduced |
| Cabot Wealth Management Inc | 57,612 | $2.66M | 0.35% | +1,509+2.7% | Added |
| Integrated Advisors Network LLC | 58,384 | $2.69M | 0.14% | −7,103−10.8% | Reduced |
| Capstone Wealth Management Group, LLC | 58,632 | $2.70M | 1.77% | +1,094+1.9% | Added |
| Wallace Advisory Group, LLC | 59,148 | $2.73M | 1.96% | +29,242+97.8% | Added |
| Bright Financial Advisors, Inc. | 59,621 | $2.75M | 1.94% | +604+1.0% | Added |
| TD Waterhouse Canada Inc. | 60,634 | $2.81M | 0.03% | −10,921−15.3% | Reduced |
| Kraematon Investment Advisors, Inc | 61,036 | $2.81M | 2.86% | +440+0.7% | Added |
| Mission Creek Capital Partners, Inc. | 61,390 | $2.83M | 0.71% | −3,665−5.6% | Reduced |
| Pineridge Advisors LLC | 62,336 | $2.87M | 0.98% | −520,269−89.3% | Reduced |
| Lynx Investment Advisory | 62,601 | $2.89M | 2.14% | +62,601 | New |
| Kayne Anderson Rudnick Investment Management LLC | 62,646 | $2.89M | 0.01% | +106+0.2% | Added |
| Franklin Resources Inc | 64,122 | $2.96M | 0.00% | −2,085−3.1% | Reduced |
| Marble Harbor Investment Counsel, LLC | 66,525 | $3.07M | 0.36% | −1,000−1.5% | Reduced |
| AE Wealth Management LLC | 66,795 | $3.08M | 0.03% | +7,552+12.7% | Added |
| Prime Capital Investment Advisors, LLC | 67,402 | $3.11M | 0.05% | −2,108−3.0% | Reduced |
| Advisory Alpha, LLC | 68,197 | $3.15M | 0.12% | +68,197 | New |
| BKD Wealth Advisors, LLC | 68,395 | $3.15M | 0.08% | +716+1.1% | Added |
| Lodestar Private Asset Management LLC | 69,063 | $3.18M | 0.44% | +1,613+2.4% | Added |
| Team Financial Group, LLC | 69,521 | $3.20M | 2.06% | +1,657+2.4% | Added |
| Wealthcare Advisory Partners LLC | 70,953 | $3.27M | 0.10% | +604+0.9% | Added |
| China Universal Asset Management Co., Ltd. | 71,700 | $3.30M | 0.47% | +3,500+5.1% | Added |
| Brookstone Capital Management | 67,892 | $3.31M | 0.05% | +4,744+7.5% | Added |
| E Fund Management Co., Ltd. | 72,026 | $3.32M | 0.18% | −3,393−4.5% | Reduced |
| Upper Left Wealth Management, LLC | 72,741 | $3.35M | 3.04% | −1,521−2.0% | Reduced |
| Catalyst Capital Advisors LLC | 73,500 | $3.39M | 0.08% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 74,635 | $3.44M | 0.05% | +2,593+3.6% | Added |
| Benjamin Edwards Inc | 75,209 | $3.47M | 0.67% | −8,539−10.2% | Reduced |
| Comerica Bank | 75,463 | $3.48M | 0.01% | +39,204+108.1% | Added |
| Financial Guidance Group, Inc. | 75,740 | $3.49M | 2.14% | −5,523−6.8% | Reduced |
| Walkner Condon Financial Advisors LLC | 76,887 | $3.54M | 0.76% | −16,107−17.3% | Reduced |
| Aptus Capital Advisors, LLC | 77,261 | $3.56M | 0.07% | −6,033−7.2% | Reduced |
| Janney Montgomery Scott LLC | 78,812 | $3.63M | 0.01% | −4,364−5.2% | Reduced |
| Colony Group, LLC | 81,401 | $3.75M | 0.01% | +4,907+6.4% | Added |
| Atria Wealth Solutions, Inc. | 81,445 | $3.75M | 0.04% | +14,596+21.8% | Added |
| Mariner, LLC | 82,406 | $3.80M | 0.01% | −4,372−5.0% | Reduced |
| NDVR, Inc. | 82,736 | $3.81M | 3.97% | −17,000−17.0% | Reduced |
| Purus Wealth Management, LLC | 84,505 | $3.89M | 1.72% | +1,294+1.6% | Added |
| Fortis Advisors, LLC | 84,624 | $3.90M | 2.75% | −1,065−1.2% | Reduced |
| Encompass More Asset Management | 85,062 | $3.92M | 2.80% | +6,568+8.4% | Added |
| Abbrea Capital, LLC | 85,259 | $3.93M | 0.52% | +1,790+2.1% | Added |
| Portside Wealth Group, LLC | 87,394 | $4.03M | 0.77% | +18,722+27.3% | Added |
| Sanctuary Advisors, LLC | 87,188 | $4.04M | 0.03% | +87,188 | New |
| MML Investors Services, LLC | 90,877 | $4.19M | 0.02% | +3,553+4.1% | Added |
| Stratos Wealth Advisors, LLC | 92,715 | $4.27M | 0.21% | +92,715 | New |
| Inspirion Wealth Advisors, LLC | 95,792 | $4.42M | 0.68% | +440.0% | Added |
| Integrity Wealth Solutions LLC | 97,367 | $4.49M | 2.92% | +643+0.7% | Added |
| American Trust | 97,781 | $4.51M | 0.37% | −7,065−6.7% | Reduced |
| Alliance Wealth Advisors, LLC | 99,888 | $4.60M | 1.35% | +41,660+71.5% | Added |
| Plum Street Advisors, LLC | 101,002 | $4.66M | 2.72% | −2,938−2.8% | Reduced |
| Money Concepts Capital Corp | 101,664 | $4.69M | 0.39% | −75,687−42.7% | Reduced |
| Astoria Portfolio Advisors LLC. | 105,994 | $4.89M | 1.75% | +3,105+3.0% | Added |
| Financial Enhancement Group LLC | 101,167 | $4.90M | 0.79% | −1,525−1.5% | Reduced |
| Avantax Advisory Services, Inc. | 106,876 | $4.93M | 0.04% | +6,206+6.2% | Added |
| Zhang Financial LLC | 107,067 | $4.93M | 0.35% | +2,493+2.4% | Added |