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 |
|---|---|---|---|---|---|
| Brown Financial Advisors | 30,044 | $1.38M | 0.62% | +30,044 | New |
| Leo Wealth, LLC | 29,663 | $1.37M | 0.14% | +255+0.9% | Added |
| Stansberry Asset Management, LLC | 29,330 | $1.35M | 0.18% | +7,659+35.3% | Added |
| Valicenti Advisory Services Inc | 28,819 | $1.33M | 0.36% | −910−3.1% | Reduced |
| Forbes J M & Co LLP | 28,711 | $1.32M | 0.14% | 00.0% | Unchanged |
| Richard Bernstein Advisors LLC | 28,685 | $1.32M | 0.03% | −2,499−8.0% | Reduced |
| Tidemark, LLC | 28,062 | $1.29M | 0.59% | −235−0.8% | Reduced |
| Leading Edge Financial Planning LLC | 27,233 | $1.26M | 0.50% | +1,802+7.1% | Added |
| Financial Network Wealth Advisors LLC | 27,167 | $1.25M | 0.94% | +7,814+40.4% | Added |
| Tocqueville Asset Management L.P. | 26,067 | $1.20M | 0.02% | −395−1.5% | Reduced |
| Mattson Financial Services, LLC | 26,029 | $1.20M | 0.43% | +26,029 | New |
| Brown Miller Wealth Management, LLC | 25,512 | $1.18M | 0.49% | −1,145−4.3% | Reduced |
| Whittier Trust Co of Nevada Inc | 25,500 | $1.18M | 0.03% | 00.0% | Unchanged |
| Nissay Asset Management Corp | 24,282 | $1.12M | 0.01% | +24,282 | New |
| Fullerton Fund Management Co Ltd. | 23,942 | $1.10M | 0.05% | +23,942 | New |
| SWMG, LLC | 23,905 | $1.10M | 0.49% | −1,954−7.6% | Reduced |
| Robinson Value Management, Ltd. | 22,906 | $1.06M | 0.74% | +993+4.5% | Added |
| New England Private Wealth Advisors LLC | 22,863 | $1.05M | 0.18% | +22,863 | New |
| We Are One Seven, LLC | 22,170 | $1.02M | 0.05% | +22,170 | New |
| Heritage Wealth Advisors | 22,083 | $1.02M | 0.05% | 00.0% | Unchanged |
| Requisite Capital Management, LLC | 21,461 | $989.1K | 0.22% | −16,826−43.9% | Reduced |
| Carret Asset Management, LLC | 21,331 | $983.1K | 0.11% | −2,342−9.9% | Reduced |
| CIBC Private Wealth Group, LLC | 20,950 | $979.8K | 0.00% | −490−2.3% | Reduced |
| Thrive Capital Management, LLC | 20,929 | $964.6K | 0.44% | +8,107+63.2% | Added |
| Prudential Financial Inc | 20,280 | $934.7K | 0.00% | +7,944+64.4% | Added |
| SG Americas Securities, LLC | 20,148 | $929.0K | 0.01% | +2,618+14.9% | Added |
| Valtinson Bruner Financial Planning LLC | 19,977 | $920.7K | 0.37% | −366−1.8% | Reduced |
| Total Investment Management Inc | 19,808 | $913.0K | 0.12% | −205−1.0% | Reduced |
| Continuum Advisory, LLC | 19,767 | $911.1K | 0.13% | −609−3.0% | Reduced |
| Diligent Investors, LLC | 19,738 | $909.7K | 0.23% | −50−0.3% | Reduced |
| Acorn Wealth Advisors, LLC | 19,643 | $905.3K | 0.45% | 00.0% | Unchanged |
| Diversify Wealth Management, LLC | 18,911 | $902.4K | 0.11% | +18,911 | New |
| Kendall Capital Management | 19,385 | $893.5K | 0.30% | −2,485−11.4% | Reduced |
| Spire Wealth Management | 19,233 | $886.4K | 0.03% | +11,136+137.5% | Added |
| Sargent Investment Group, LLC | 19,176 | $883.8K | 0.18% | +95+0.5% | Added |
| SeaCrest Wealth Management, LLC | 19,116 | $881.1K | 0.10% | +1,926+11.2% | Added |
| Green Harvest Asset Management LLC | 18,751 | $864.2K | 0.02% | +2,844+17.9% | Added |
| Change Path, LLC | 18,744 | $864.0K | 0.04% | +1,110+6.3% | Added |
| Balentine LLC | 18,289 | $842.9K | 0.04% | −37,836−67.4% | Reduced |
| Diversify Advisory Services, LLC | 17,266 | $808.9K | 0.04% | +3,415+24.7% | Added |
| Kestra Advisory Services, LLC | 16,336 | $752.9K | 0.00% | +5,489+50.6% | Added |
| New York Life Investment Management LLC | 15,951 | $735.2K | 0.01% | +15,951 | New |
| Auour Investments LLC | 15,836 | $729.9K | 0.27% | +3,478+28.1% | Added |
| Brown Advisory Inc | 15,659 | $721.7K | 0.00% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 15,264 | $703.5K | 0.11% | +649+4.4% | Added |
| Strategic Blueprint, LLC | 15,106 | $696.2K | 0.05% | −6,058−28.6% | Reduced |
| Kingsview Wealth Management, LLC | 15,006 | $691.6K | 0.02% | −817−5.2% | Reduced |
| Valmark Advisers, Inc. | 15,001 | $691.4K | 0.01% | +2,033+15.7% | Added |
| Caldwell Trust Co | 14,977 | $690.3K | 0.08% | −250−1.6% | Reduced |
| IHT Wealth Management, LLC | 14,765 | $680.5K | 0.03% | +14,765 | New |
| Central Trust Co | 14,738 | $679.3K | 0.02% | −12−0.1% | Reduced |
| Per Stirling Capital Management, LLC. | 14,680 | $676.6K | 0.11% | +1,703+13.1% | Added |
| Apella Capital, LLC | 14,292 | $669.6K | 0.03% | +14,292 | New |
| Pathway Financial Advisors LLC | 14,409 | $664.1K | 0.18% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 14,345 | $661.2K | 0.00% | +14,345 | New |
| Merkkuri Wealth Advisors LLC | 14,226 | $655.7K | 0.61% | +14,226 | New |
| Mather Group, LLC. | 14,534 | $640.2K | 0.01% | +8,002+122.5% | Added |
| Northwestern Mutual Wealth Management Co | 13,863 | $638.9K | 0.00% | +1,314+10.5% | Added |
| Mitchell McLeod Pugh & Williams Inc | 13,685 | $630.7K | 0.14% | 00.0% | Unchanged |
| Washington Trust Co | 13,324 | $614.1K | 0.02% | +2,121+18.9% | Added |
| Myecfo, LLC | 12,875 | $593.4K | 0.34% | −50−0.4% | Reduced |
| Destiny Capital Corp | 12,793 | $589.6K | 0.40% | −837−6.1% | Reduced |
| Gibbs Wealth Management | 12,657 | $583.4K | 0.24% | +12,657 | New |
| AlphaStar Capital Management, LLC | 12,608 | $581.1K | 0.05% | +12,608 | New |
| Norden Group LLC | 12,363 | $569.8K | 0.12% | +2,586+26.4% | Added |
| Two Sigma Securities, LLC | 12,136 | $559.3K | 0.03% | −6,078−33.4% | Reduced |
| WCG Wealth Advisors LLC | 12,096 | $558.0K | 0.04% | +1,036+9.4% | Added |
| Vista Wealth Management Group, LLC | 12,000 | $553.1K | 0.04% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 11,944 | $550.5K | 0.01% | +11,944 | New |
| Weil Company, Inc. | 11,943 | $550.5K | 0.20% | 00.0% | Unchanged |
| Betterment LLC | 11,765 | $542.0K | 0.00% | +439+3.9% | Added |
| Michael B. Yongue | 11,473 | $528.8K | 0.45% | −1,275−10.0% | Reduced |
| Park Avenue Securities LLC | 11,440 | $527.0K | 0.01% | +1,983+21.0% | Added |
| PDS Planning, Inc | 11,178 | $515.2K | 0.05% | +1,187+11.9% | Added |
| Choate Investment Advisors | 11,028 | $508.3K | 0.01% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 11,017 | $507.8K | 0.21% | +653+6.3% | Added |
| Sage Mountain Advisors LLC | 10,830 | $499.2K | 0.05% | +10,830 | New |
| Headlands Technologies LLC | 10,694 | $492.9K | 0.05% | +10,694 | New |
| Axxcess Wealth Management, LLC | 10,444 | $481.4K | 0.01% | +4,094+64.5% | Added |
| Pecaut & Co. | 10,355 | $477.3K | 0.18% | 00.0% | Unchanged |
| Laidlaw Wealth Management LLC | 10,012 | $461.5K | 0.25% | +338+3.5% | Added |
| Capital Analysts, LLC | 10,004 | $461.0K | 0.02% | −116−1.1% | Reduced |
| Mutual Advisors, LLC | 9,678 | $457.2K | 0.01% | +1,252+14.9% | Added |
| Independent Advisor Alliance | 9,687 | $446.5K | 0.02% | −741−7.1% | Reduced |
| Segment Wealth Management, LLC | 9,500 | $437.9K | 0.03% | 00.0% | Unchanged |
| Middleton & Co Inc | 9,151 | $421.8K | 0.05% | 00.0% | Unchanged |
| Smith Anglin Financial, LLC | 9,103 | $419.6K | 0.04% | +73+0.8% | Added |
| International Private Wealth Advisors LLC | 8,748 | $403.2K | 0.68% | +372+4.4% | Added |
| Signet Financial Management, LLC | 8,479 | $390.8K | 0.05% | +1,758+26.2% | Added |
| Matrix Trust Co | 8,410 | $388.0K | 0.09% | +2,882+52.1% | Added |
| Verdence Capital Advisors LLC | 8,356 | $385.1K | 0.03% | +2,300+38.0% | Added |
| Regimen Wealth, LLC | 8,178 | $376.9K | 0.13% | +3,130+62.0% | Added |
| Patten Group, Inc. | 7,983 | $367.9K | 0.09% | +1,083+15.7% | Added |
| Harbour Investments, Inc. | 7,943 | $366.1K | 0.01% | +5,281+198.4% | Added |
| CI Private Wealth, LLC | 7,874 | $362.9K | 0.00% | +1,307+19.9% | Added |
| Oceanside Advisors LLC | 7,858 | $362.2K | 0.29% | +3,244+70.3% | Added |
| Principal Securities, Inc. | 7,807 | $359.8K | 0.01% | +413+5.6% | Added |
| Denver Wealth Management, Inc. | 7,793 | $359.2K | 0.18% | +1,228+18.7% | Added |
| Advisors Capital Management, LLC | 7,623 | $351.0K | 0.01% | −7,473−49.5% | Reduced |
| Sigma Planning Corp | 7,336 | $338.1K | 0.01% | +1,216+19.9% | Added |