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 |
|---|---|---|---|---|---|
| Asset Management One Co.,Ltd. | 3,136,736 | $144.6M | 0.55% | −604,412−16.2% | Reduced |
| UBS Group AG | 3,285,453 | $151.4M | 0.05% | +135,337+4.3% | Added |
| 3EDGE Asset Management, LP | 3,358,936 | $154.8M | 12.15% | +1,097,780+48.5% | Added |
| Bank of America Corp | 3,368,958 | $155.3M | 0.01% | +392,322+13.2% | Added |
| Morgan Stanley | 6,348,054 | $292.6M | 0.02% | +465,605+7.9% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 13,800,000 | $636.0M | 0.47% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 0 | $0 | 0.00% | −6,263,652−100.0% | Sold out |
| Warren Street Wealth Advisors, LLC | 0 | $0 | 0.00% | −224,996−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −180,103−100.0% | Sold out |
| Flynn Zito Capital Management, LLC | 0 | $0 | 0.00% | −119,882−100.0% | Sold out |
| Transamerica Financial Advisors, Inc. | 0 | $0 | 0.00% | −105,413−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −74,600−100.0% | Sold out |
| National Asset Management, Inc. | 0 | $0 | 0.00% | −85,657−100.0% | Sold out |
| Lincoln National Corp | 0 | $0 | 0.00% | −36,860−100.0% | Sold out |
| Vaughan David Investments LLC | 0 | $0 | 0.00% | −22,797−100.0% | Sold out |
| Nwam LLC | 0 | $0 | 0.00% | −12,990−100.0% | Sold out |
| Pathstone Holdings, LLC | 0 | $0 | 0.00% | −10,750−100.0% | Sold out |
| EP Wealth Advisors, LLC | 0 | $0 | 0.00% | −10,737−100.0% | Sold out |
| Richardson Financial Services Inc. | 0 | $0 | 0.00% | −6,848−100.0% | Sold out |
| Csenge Advisory Group | 0 | $0 | 0.00% | −5,026−100.0% | Sold out |
| Sheets Smith Wealth Management | 0 | $0 | 0.00% | −4,957−100.0% | Sold out |
| Cardiff Park Advisors, LLC | 0 | $0 | 0.00% | −4,592−100.0% | Sold out |
| Impact Partnership Wealth, LLC | 0 | $0 | 0.00% | −2,063−100.0% | Sold out |
| Palisade Asset Management, LLC | 0 | $0 | 0.00% | −1,127−100.0% | Sold out |
| Bank Julius Baer & Co. Ltd, Zurich | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Signature Resources Capital Management, LLC | 0 | $0 | 0.00% | −180−100.0% | Sold out |
| Western Pacific Wealth Management, LP | 0 | $0 | 0.00% | −134−100.0% | Sold out |
| Spectrum Wealth Counsel, LLC | 0 | $0 | 0.00% | −36−100.0% | Sold out |
| Truvestments Capital LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Eudaimonia Partners, LLC | – | – | – | – | Not filed |
| FirstPurpose Wealth LLC | – | – | – | – | Not filed |
| Wilbanks Smith & Thomas Asset Management LLC | – | – | – | – | Not filed |
| Derbend Asset Management | – | – | – | – | Not filed |
| Retirement Group, LLC | – | – | – | – | Not filed |