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 |
|---|---|---|---|---|---|
| Intrua Financial, LLC | 7,202 | $331.9K | 0.05% | −132−1.8% | Reduced |
| Private Trust Co NA | 6,894 | $317.7K | 0.03% | 00.0% | Unchanged |
| Modern Wealth Management, LLC | 6,715 | $309.5K | 0.02% | +6,715 | New |
| ShoreHaven Wealth Partners, LLC | 6,570 | $302.8K | 0.16% | −21−0.3% | Reduced |
| Belpointe Asset Management LLC | 6,512 | $300.1K | 0.02% | +553+9.3% | Added |
| Appleton Partners Inc | 6,459 | $298.0K | 0.02% | −300−4.4% | Reduced |
| DeDora Capital, Inc. | 6,459 | $297.7K | 0.09% | +1,848+40.1% | Added |
| Envestnet Portfolio Solutions, Inc. | 6,430 | $296.4K | 0.00% | +6,430 | New |
| Jump Financial, LLC | 6,317 | $291.2K | 0.01% | +6,317 | New |
| Global Retirement Partners, LLC | 6,286 | $289.7K | 0.01% | +5,035+402.5% | Added |
| Lee Financial Co | 6,188 | $285.2K | 0.05% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 6,105 | $281.4K | 0.03% | 00.0% | Unchanged |
| First Heartland Consultants, Inc. | 6,093 | $281.0K | 0.03% | −1,141−15.8% | Reduced |
| Warren Averett Asset Management, LLC | 6,056 | $279.1K | 0.01% | +6,056 | New |
| McAdam, LLC | 6,039 | $278.3K | 0.02% | 00.0% | Unchanged |
| Access Investment Management LLC | 6,020 | $277.5K | 0.09% | +650+12.1% | Added |
| Birch Capital Management, LLC | 6,013 | $277.1K | 0.14% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 5,961 | $274.7K | 0.03% | 00.0% | Unchanged |
| Heritage Investors Management Corp | 5,685 | $262.0K | 0.01% | 00.0% | Unchanged |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 5,339 | $246.1K | 0.03% | +5,339 | New |
| MONECO Advisors, LLC | 5,247 | $241.8K | 0.04% | +5,247 | New |
| Empower Advisory Group, LLC | 5,144 | $237.1K | 0.00% | +5,144 | New |
| FMR LLC | 4,945 | $227.9K | 0.00% | −517−9.5% | Reduced |
| Victory Capital Management Inc | 4,772 | $219.9K | 0.00% | −513−9.7% | Reduced |
| WestEnd Advisors, LLC | 4,772 | $219.9K | 0.01% | −513−9.7% | Reduced |
| Advisory Services Network, LLC | 4,750 | $218.9K | 0.00% | +4,750 | New |
| Community Bank, N.A. | 4,659 | $214.7K | 0.03% | −185−3.8% | Reduced |
| Insigneo Advisory Services, LLC | 4,466 | $213.1K | 0.02% | +4,466 | New |
| Flputnam Investment Management Co | 4,578 | $211.0K | 0.00% | +4,578 | New |
| AlTi Global, Inc. | 4,518 | $208.2K | 0.01% | +4,518 | New |
| Integrated Wealth Concepts LLC | 4,478 | $206.4K | 0.00% | −312−6.5% | Reduced |
| Lido Advisors, LLC | 4,465 | $205.8K | 0.00% | −892−16.7% | Reduced |
| Selective Wealth Management, Inc. | 4,368 | $204.6K | 0.09% | +4,368 | New |
| Secure Asset Management, LLC | 4,341 | $200.1K | 0.04% | +4,341 | New |
| Bell Investment Advisors, Inc | 3,985 | $183.7K | 0.04% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 3,423 | $157.8K | 0.02% | −553−13.9% | Reduced |
| Triad Wealth Partners, LLC | 3,104 | $143.1K | 0.07% | +3,104 | New |
| Exchange Traded Concepts, LLC | 2,915 | $134.4K | 0.00% | +1,673+134.7% | Added |
| Federation des caisses Desjardins du Quebec | 2,678 | $123.4K | 0.00% | −79−2.9% | Reduced |
| Allworth Financial LP | 2,576 | $122.5K | 0.00% | −3,027−54.0% | Reduced |
| Larson Financial Group LLC | 2,575 | $118.7K | 0.01% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 2,444 | $112.6K | 0.01% | 00.0% | Unchanged |
| Mizuho Bank, Ltd. | 2,400,000 | $110.6K | 0.03% | +2,400,000 | New |
| Laurel Wealth Advisors LLC | 2,368 | $109.1K | 0.02% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 2,325 | $107.2K | 0.06% | +720+44.9% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 2,245 | $103.0K | 0.03% | −20−0.9% | Reduced |
| Castleview Partners, LLC | 2,196 | $101.2K | 0.06% | −1,080−33.0% | Reduced |
| Ashton Thomas Private Wealth, LLC | 2,076 | $95.7K | 0.01% | +2,076 | New |
| BFSG, LLC | 1,877 | $86.5K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Co | 1,777 | $81.9K | 0.01% | −552−23.7% | Reduced |
| RFP Financial Group LLC | 1,583 | $73.0K | 0.03% | +1,583 | New |
| National Bank of Canada | 1,556 | $71.8K | 0.00% | +77+5.2% | Added |
| Hartford Financial Management Inc. | 1,543 | $71.1K | 0.02% | +231+17.6% | Added |
| Rakuten Securities, Inc. | 1,431 | $66.0K | 0.03% | +443+44.8% | Added |
| Sound Income Strategies, LLC | 1,281 | $59.0K | 0.00% | −1,200−48.4% | Reduced |
| CWM, LLC | 1,163 | $54.0K | 0.00% | −167−12.6% | Reduced |
| Caitlin John, LLC | 1,161 | $53.5K | 0.04% | +316+37.4% | Added |
| Hollencrest Capital Management | 1,060 | $48.9K | 0.00% | −150−12.4% | Reduced |
| Northwest Capital Management Inc | 850 | $39.2K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 837 | $38.6K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 825 | $38.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 808 | $37.2K | 0.01% | 00.0% | Unchanged |
| Family Firm, Inc. | 684 | $31.5K | 0.01% | +684 | New |
| Beaird Harris Wealth Management, LLC | 662 | $30.5K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 600 | $28.0K | 0.00% | −400−40.0% | Reduced |
| Smartleaf Asset Management LLC | 532 | $24.5K | 0.00% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 511 | $24.0K | 0.02% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 449 | $20.7K | 0.00% | +449 | New |
| Financial Management Professionals, Inc. | 420 | $19.0K | 0.00% | +5+1.2% | Added |
| The PNC Financial Services Group, Inc. | 412 | $19.0K | 0.00% | −10,750−96.3% | Reduced |
| MCF Advisors LLC | 394 | $18.2K | 0.00% | +90+29.6% | Added |
| GPS Wealth Strategies Group, LLC | 335 | $15.4K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 303 | $14.0K | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 300 | $13.8K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 299 | $13.7K | 0.00% | +22+7.9% | Added |
| Main Street Group, LTD | 227 | $10.5K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 217 | $10.0K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 200 | $9.22K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 179 | $8.69K | 0.00% | +39+27.9% | Added |
| Addison Advisors LLC | 181 | $8.34K | 0.00% | +181 | New |
| First Financial Corp | 176 | $8.11K | 0.00% | −13−6.9% | Reduced |
| Aspire Private Capital, LLC | 174 | $8.02K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 178 | $8.00K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 157 | $7.24K | 0.00% | +157 | New |
| Archer Investment Corp | 155 | $7.14K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 154 | $7.10K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 154 | $7.10K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 140 | $6.54K | 0.00% | +140 | New |
| Pinnacle Bancorp, Inc. | 106 | $4.89K | 0.00% | +106 | New |
| AdvisorNet Financial, Inc | 104 | $4.79K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 100 | $4.61K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 99 | $4.56K | 0.00% | −279−73.8% | Reduced |
| Sunbelt Securities, Inc. | 98 | $4.52K | 0.00% | 00.0% | Unchanged |
| Deane Retirement Strategies, Inc. | 94 | $4.33K | 0.00% | +94 | New |
| Sandy Spring Bank | 82 | $3.78K | 0.00% | −464−85.0% | Reduced |
| Valued Wealth Advisors LLC | 61 | $2.81K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 50 | $2.31K | 0.00% | −37−42.5% | Reduced |
| Kozak & Associates, Inc. | 35 | $1.64K | 0.00% | +35 | New |
| Citigroup Inc | 33 | $1.52K | 0.00% | +33 | New |
| Webster Bank, N. A. | 32 | $1.48K | 0.00% | 00.0% | Unchanged |