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 |
|---|---|---|---|---|---|
| Beaumont Financial Advisors, LLC | 108,036 | $4.98M | 0.40% | +108,036 | New |
| Accretive Wealth Partners, LLC | 109,484 | $5.05M | 2.11% | −295−0.3% | Reduced |
| Archford Capital Strategies, LLC | 109,622 | $5.05M | 0.82% | +1,620+1.5% | Added |
| Stapp Wealth Management, PLLC | 110,629 | $5.10M | 8.84% | −2,165−1.9% | Reduced |
| Chatham Capital Group, Inc. | 111,436 | $5.14M | 0.90% | +16,476+17.4% | Added |
| Truist Financial Corp | 111,462 | $5.14M | 0.01% | +30,319+37.4% | Added |
| Quent Capital, LLC | 112,438 | $5.18M | 0.57% | +13,544+13.7% | Added |
| Managed Asset Portfolios, LLC | 112,904 | $5.20M | 0.77% | +18,724+19.9% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 112,974 | $5.21M | 0.22% | +8,024+7.6% | Added |
| Citadel Advisors LLC | 115,279 | $5.31M | 0.01% | −10,504−8.4% | Reduced |
| AMJ Financial Wealth Management | 119,568 | $5.51M | 1.72% | +1,527+1.3% | Added |
| Hobbs Group Advisors, LLC | 122,652 | $5.65M | 2.15% | +122,652 | New |
| Commonwealth Equity Services, LLC | 126,776 | $5.84M | 0.01% | +24,772+24.3% | Added |
| Arete Wealth Advisors, LLC | 127,765 | $5.89M | 0.48% | +24,972+24.3% | Added |
| Retirement Income Solutions, Inc | 132,108 | $6.09M | 1.47% | −5,956−4.3% | Reduced |
| Synovus Financial Corp | 134,293 | $6.19M | 0.08% | −8,301−5.8% | Reduced |
| Versant Capital Management, Inc | 138,104 | $6.37M | 1.61% | −1,930−1.4% | Reduced |
| Glenview Trust Co | 139,521 | $6.43M | 0.13% | +160.0% | Added |
| WR Wealth Planners, LLC | 139,903 | $6.45M | 1.97% | −7,017−4.8% | Reduced |
| Wealth Advisory Solutions, LLC | 140,577 | $6.48M | 1.76% | −270,170−65.8% | Reduced |
| Hudson Capital Management LLC | 148,329 | $6.84M | 2.30% | −293−0.2% | Reduced |
| Clark Capital Management Group, Inc. | 152,018 | $7.01M | 0.05% | +15,254+11.2% | Added |
| Harbor Investment Advisory, LLC | 154,423 | $7.12M | 0.74% | +3,942+2.6% | Added |
| Continuum Wealth Advisors, LLC | 155,900 | $7.19M | 3.78% | +155,900 | New |
| Sterling Investment Advisors, Ltd. | 157,842 | $7.27M | 1.97% | −5,396−3.3% | Reduced |
| Avid Wealth Partners LLC | 159,548 | $7.35M | 5.71% | −10,136−6.0% | Reduced |
| Stratos Wealth Partners, LTD. | 161,614 | $7.45M | 0.12% | +2,229+1.4% | Added |
| AIFG Consultants Ltd. | 170,151 | $7.84M | 5.83% | −8,443−4.7% | Reduced |
| JNBA Financial Advisors | 171,854 | $7.92M | 0.84% | −80,763−32.0% | Reduced |
| Coco Enterprises, LLC | 176,776 | $8.01M | 5.43% | 00.0% | Unchanged |
| Jane Street Group, LLC | 177,651 | $8.19M | 0.01% | +103,735+140.3% | Added |
| Alaska Permanent Fund Corp | 171,000 | $8.31M | 0.12% | −2,452,000−93.5% | Reduced |
| R. W. Roge & Company, Inc. | 183,580 | $8.46M | 4.83% | −6,946−3.6% | Reduced |
| US Bancorp | 196,111 | $9.04M | 0.01% | +162,777+488.3% | Added |
| Rockefeller Capital Management L.P. | 205,300 | $9.46M | 0.03% | +1,005+0.5% | Added |
| Bangor Savings Bank | 216,519 | $9.98M | 1.00% | +5,666+2.7% | Added |
| JPMorgan Chase & Co | 220,229 | $10.2M | 0.00% | +206,832+1,543.9% | Added |
| Peak Financial Advisors LLC | 222,625 | $10.3M | 5.89% | +28,914+14.9% | Added |
| Timber Creek Capital Management LLC | 223,136 | $10.3M | 3.10% | −24,947−10.1% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 233,994 | $10.8M | 0.03% | −6,979−2.9% | Reduced |
| Keudell/Morrison Wealth Management | 241,642 | $11.1M | 3.26% | −11,938−4.7% | Reduced |
| Gould Asset Management LLC | 244,853 | $11.3M | 2.60% | +1,906+0.8% | Added |
| New York State Common Retirement Fund | 248,265 | $11.4M | 0.02% | +248,265 | New |
| Austin Wealth Management, LLC | 240,024 | $11.5M | 2.69% | +7,053+3.0% | Added |
| Deutsche Bank AG | 250,000 | $11.5M | 0.01% | 00.0% | Unchanged |
| Cetera Investment Advisers | 257,123 | $11.9M | 0.03% | −24,915−8.8% | Reduced |
| Evernest Financial Advisors, LLC | 273,524 | $12.6M | 5.65% | +3,779+1.4% | Added |
| Private Advisor Group, LLC | 279,698 | $12.9M | 0.09% | +6,128+2.2% | Added |
| Parcion Private Wealth LLC | 309,919 | $14.3M | 1.31% | −13,126−4.1% | Reduced |
| Joseph Group Capital Management | 315,845 | $14.6M | 7.56% | −29,462−8.5% | Reduced |
| 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 |
| Resona Asset Management Co.,Ltd. | 325,455 | $15.0M | 0.09% | +100,985+45.0% | Added |
| Nisa Investment Advisors, LLC | 337,200 | $15.5M | 0.10% | +337,200 | New |
| NavPoint Financial, Inc. | 343,891 | $15.8M | 13.76% | −37,785−9.9% | Reduced |
| Nottingham Advisors, Inc. | 355,594 | $16.4M | 1.94% | +964+0.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 370,437 | $17.1M | 0.06% | +133,485+56.3% | Added |
| Brandywine Oak Private Wealth LLC | 371,058 | $17.1M | 1.76% | −112,127−23.2% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 381,610 | $17.6M | 0.53% | −13,189−3.3% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 407,243 | $18.8M | 0.03% | +7,671+1.9% | Added |
| Equitable Holdings, Inc. | 408,193 | $18.8M | 0.20% | +323,800+383.7% | Added |
| Sentinel Pension Advisors Inc | 415,422 | $19.1M | 3.97% | +8,035+2.0% | Added |
| Baird Financial Group, Inc. | 430,743 | $19.9M | 0.04% | −12,151−2.7% | Reduced |
| Assetmark, Inc | 499,241 | $23.0M | 0.07% | −23,105−4.4% | Reduced |
| SNS Financial Group, LLC | 518,539 | $23.9M | 2.57% | +4,732+0.9% | Added |
| Cerity Partners LLC | 545,781 | $25.2M | 0.07% | +26,098+5.0% | Added |
| Medici Capital LLC | 555,240 | $25.6M | 56.46% | +437,100+370.0% | Added |
| Burt Wealth Advisors | 556,760 | $25.7M | 6.76% | −39,504−6.6% | Reduced |
| Nepc LLC | 573,070 | $26.4M | 0.87% | −86,275−13.1% | Reduced |
| MBL Wealth, LLC | 574,241 | $26.5M | 2.96% | +6,827+1.2% | Added |
| Confluence Investment Management LLC | 604,725 | $27.9M | 0.40% | −10,878−1.8% | Reduced |
| TownSquare Capital, LLC | 606,787 | $28.0M | 0.38% | +235,943+63.6% | Added |
| Capital Planning Advisors, LLC | 626,854 | $28.9M | 4.94% | −23,830−3.7% | Reduced |
| Advisor Group Holdings, Inc. | 650,088 | $30.0M | 0.07% | +242,480+59.5% | Added |
| Van Eck Associates Corp | 659,993 | $30.4M | 0.04% | 00.0% | Unchanged |
| Raymond James & Associates | 664,201 | $30.6M | 0.02% | +292,512+78.7% | Added |
| SEI Investments Co | 667,753 | $30.8M | 0.04% | +97,181+17.0% | Added |
| Manufacturers Life Insurance Company, The | 687,532 | $31.7M | 0.03% | +687,532 | New |
| Miracle Mile Advisors, LLC | 713,033 | $32.9M | 0.80% | −517,330−42.0% | Reduced |
| Envestnet Asset Management Inc | 786,355 | $36.2M | 0.01% | +120,850+18.2% | Added |
| American Investment Services, Inc. | 794,018 | $36.6M | 6.48% | −68,214−7.9% | Reduced |
| Royal Bank of Canada | 871,060 | $40.1M | 0.01% | −13,233−1.5% | Reduced |
| Richard C. Young & CO., LTD. | 876,528 | $40.4M | 4.91% | −1,974−0.2% | Reduced |
| Great Valley Advisor Group, Inc. | 899,915 | $41.5M | 1.16% | +59,374+7.1% | Added |
| Gradient Investments LLC | 904,320 | $41.7M | 0.94% | −433,231−32.4% | Reduced |
| HighTower Advisors, LLC | 979,010 | $45.1M | 0.07% | +979,010 | New |
| Cohen & Steers, Inc. | 1,026,145 | $47.3M | 0.10% | +318,892+45.1% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 1,051,160 | $48.4M | 0.57% | +134,350+14.7% | Added |
| Wells Fargo & Company | 1,058,825 | $48.8M | 0.01% | +106,538+11.2% | Added |
| Bank of New York Mellon Corp | 1,118,257 | $51.5M | 0.01% | −112,872−9.2% | Reduced |
| Hollow Brook Wealth Management LLC | 1,154,676 | $53.2M | 18.07% | +23,478+2.1% | Added |
| Benjamin F. Edwards & Company, Inc. | 1,301,675 | $60.0M | 1.05% | −84,140−6.1% | Reduced |
| Congress Wealth Management LLC | 1,396,859 | $64.4M | 1.02% | −127,319−8.4% | Reduced |
| Greenline Partners, LLC | 1,495,208 | $69.1M | 10.52% | −1,622−0.1% | Reduced |
| LPL Financial LLC | 1,536,001 | $70.8M | 0.04% | +20,288+1.3% | Added |
| Toroso Investments, LLC | 1,552,531 | $71.6M | 0.99% | −307,995−16.6% | Reduced |
| Strategic Financial Services, Inc, | 1,634,759 | $75.3M | 4.77% | +15,046+0.9% | Added |
| Ameriprise Financial Inc | 2,079,952 | $95.9M | 0.03% | −292,456−12.3% | Reduced |
| Stifel Financial Corp | 2,094,301 | $96.5M | 0.11% | −137,669−6.2% | Reduced |
| State Street Corp | 2,253,546 | $103.9M | 0.00% | −118,817−5.0% | Reduced |