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, Q3 2024
Institutional positions in World Gold Trust as of Sep 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
- 465
- +61 vs. Q2 2024
- Shares held
- 114.0M
- +21.6M (+23.4%) vs. Q2 2024
- Total value
- $5.95B
- +$1.80B (+43.4%) vs. Q2 2024
- New holders
- 85
- 166 more added
- Sold out
- 24
- 131 more reduced
2 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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 | 878 | $13.9B |
| Q3 2025 | 754 | $11.8B |
| Q2 2025 | 702 | $9.26B |
| Q1 2025 | 618 | $8.05B |
| Q4 2024 | 541 | $5.85B |
| Q3 2024 | 465 | $5.95B |
| Q2 2024 | 406 | $4.21B |
| Q1 2024 | 375 | $4.84B |
| Q4 2023 | 374 | $4.09B |
| Q3 2023 | 345 | $3.52B |
| Q2 2023 | 334 | $4.12B |
| Q1 2023 | 319 | $3.95B |
| Q4 2022 | 275 | $3.67B |
| Q3 2022 | 255 | $2.88B |
| Q2 2022 | 274 | $3.11B |
| Q1 2022 | 240 | $2.55B |
| Q4 2021 | 258 | $2.86B |
| Q3 2021 | 235 | $2.75B |
| Q2 2021 | 239 | $2.81B |
| Q1 2021 | 227 | $2.69B |
Institutions, Q3 2024
Shares, value and share of portfolio for each institution holding World Gold Trust; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sumitomo Mitsui Trust Holdings, Inc. | 13,800,000 | $719.4M | 0.50% | 00.0% | Unchanged |
| Morgan Stanley | 6,628,887 | $345.6M | 0.03% | +280,833+4.4% | Added |
| Evoke Wealth, LLC | 6,556,986 | $341.8M | 9.33% | +6,556,986 | New |
| Cassaday & Co Wealth Management LLC | 5,637,993 | $293.9M | 8.31% | +5,637,993 | New |
| Asset Management One Co.,Ltd. | 4,017,429 | $209.4M | 0.75% | +880,693+28.1% | Added |
| 3EDGE Asset Management, LP | 3,840,498 | $200.2M | 14.20% | +481,562+14.3% | Added |
| Bank of America Corp | 3,840,460 | $200.2M | 0.02% | +471,502+14.0% | Added |
| UBS Group AG | 3,488,296 | $181.8M | 0.05% | +202,843+6.2% | Added |
| State Street Corp | 3,226,956 | $168.2M | 0.01% | +973,410+43.2% | Added |
| Stifel Financial Corp | 2,141,060 | $111.6M | 0.12% | +46,759+2.2% | Added |
| Citigroup Inc | 1,889,967 | $98.5M | 0.09% | +1,889,934+5,727,072.7% | Added |
| Ameriprise Financial Inc | 1,864,500 | $97.2M | 0.02% | −215,452−10.4% | Reduced |
| LPL Financial LLC | 1,774,767 | $92.5M | 0.04% | +238,766+15.5% | Added |
| Strategic Financial Services, Inc, | 1,633,683 | $85.2M | 5.05% | −1,076−0.1% | Reduced |
| Quadrature Capital Ltd | 1,624,903 | $84.7M | 1.92% | +1,624,903 | New |
| Toroso Investments, LLC | 1,553,777 | $81.0M | 0.89% | +1,246+0.1% | Added |
| Greenline Partners, LLC | 1,471,655 | $76.7M | 10.98% | −23,553−1.6% | Reduced |
| Benjamin Edwards Inc | 1,432,715 | $74.7M | 1.09% | +1,357,506+1,805.0% | Added |
| Cohen & Steers, Inc. | 1,298,609 | $67.7M | 0.12% | +272,464+26.6% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 1,165,360 | $60.8M | 0.65% | +114,200+10.9% | Added |
| Hollow Brook Wealth Management LLC | 1,162,135 | $60.6M | 17.96% | +7,459+0.6% | Added |
| Congress Wealth Management LLC | 1,145,263 | $59.7M | 0.80% | −251,596−18.0% | Reduced |
| Bank of New York Mellon Corp | 1,097,974 | $57.2M | 0.01% | −20,283−1.8% | Reduced |
| Wells Fargo & Company | 1,044,821 | $54.5M | 0.01% | −14,004−1.3% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 1,015,493 | $52.9M | 0.12% | +1,015,493 | New |
| HighTower Advisors, LLC | 934,077 | $48.7M | 0.07% | −44,933−4.6% | Reduced |
| SEI Investments Co | 914,773 | $47.7M | 0.06% | +247,020+37.0% | Added |
| Gradient Investments LLC | 900,583 | $46.9M | 0.98% | −3,737−0.4% | Reduced |
| Richard C. Young & CO., LTD. | 874,356 | $45.6M | 4.98% | −2,172−0.2% | Reduced |
| Great Valley Advisor Group, Inc. | 874,146 | $45.6M | 1.12% | −25,769−2.9% | Reduced |
| Envestnet Asset Management Inc | 850,112 | $44.3M | 0.01% | +63,757+8.1% | Added |
| Cerity Partners LLC | 823,185 | $42.9M | 0.10% | +277,404+50.8% | Added |
| Royal Bank of Canada | 807,478 | $42.1M | 0.01% | −63,582−7.3% | Reduced |
| American Investment Services, Inc. | 756,959 | $39.5M | 6.59% | −37,059−4.7% | Reduced |
| Capital Planning Advisors, LLC | 705,910 | $36.8M | 5.56% | +79,056+12.6% | Added |
| Manufacturers Life Insurance Company, The | 688,018 | $35.9M | 0.03% | +486+0.1% | Added |
| Van Eck Associates Corp | 659,993 | $35.5M | 0.04% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 679,830 | $35.4M | 0.42% | +73,043+12.0% | Added |
| Confluence Investment Management LLC | 621,956 | $32.4M | 0.43% | +17,231+2.8% | Added |
| MBL Wealth, LLC | 577,370 | $30.1M | 3.24% | +3,129+0.5% | Added |
| Nepc LLC | 573,070 | $29.9M | 0.90% | 00.0% | Unchanged |
| Medici Capital LLC | 555,240 | $28.9M | 56.62% | 00.0% | Unchanged |
| Burt Wealth Advisors | 554,495 | $28.9M | 7.11% | −2,265−0.4% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 521,857 | $27.2M | 0.09% | +151,420+40.9% | Added |
| Goldman Sachs Group Inc | 505,990 | $26.4M | 0.01% | +505,990 | New |
| SNS Financial Group, LLC | 503,336 | $26.2M | 2.63% | −15,203−2.9% | Reduced |
| Equitable Holdings, Inc. | 501,522 | $26.1M | 0.25% | +93,329+22.9% | Added |
| Raymond James Financial Services Advisors, Inc. | 493,386 | $25.7M | 0.03% | +86,143+21.2% | Added |
| Assetmark, Inc | 484,499 | $25.3M | 0.07% | −14,742−3.0% | Reduced |
| Resona Asset Management Co.,Ltd. | 457,700 | $24.1M | 0.14% | +132,245+40.6% | Added |
| Oversea-Chinese Banking CORP Ltd | 452,446 | $23.6M | 0.66% | +70,836+18.6% | Added |
| Baird Financial Group, Inc. | 444,397 | $23.2M | 0.04% | +13,654+3.2% | Added |
| Sentinel Pension Advisors Inc | 425,287 | $22.2M | 4.27% | +9,865+2.4% | Added |
| Advisor Group Holdings, Inc. | 416,734 | $21.7M | 0.05% | −233,354−35.9% | Reduced |
| JPMorgan Chase & Co | 353,872 | $18.4M | 0.00% | −86,586−19.7% | Reduced |
| Brandywine Oak Private Wealth LLC | 352,274 | $18.4M | 1.78% | −18,784−5.1% | Reduced |
| Bangor Savings Bank | 348,303 | $18.2M | 1.71% | +131,784+60.9% | Added |
| Nottingham Advisors, Inc. | 339,706 | $17.7M | 1.96% | −15,888−4.5% | Reduced |
| Rockefeller Capital Management L.P. | 338,741 | $17.6M | 0.05% | +133,441+65.0% | Added |
| Nisa Investment Advisors, LLC | 337,200 | $17.6M | 0.10% | 00.0% | Unchanged |
| Parcion Private Wealth LLC | 328,641 | $17.1M | 1.42% | +18,722+6.0% | Added |
| Joseph Group Capital Management | 314,735 | $16.4M | 6.27% | −1,110−0.4% | Reduced |
| Fullerton Fund Management Co Ltd. | 306,485 | $16.0M | 0.67% | +282,543+1,180.1% | Added |
| Private Advisor Group, LLC | 301,686 | $15.7M | 0.10% | +21,988+7.9% | Added |
| Miracle Mile Advisors, LLC | 300,223 | $15.7M | 0.36% | −412,810−57.9% | Reduced |
| Raymond James & Associates | 299,160 | $15.6M | 0.01% | −365,041−55.0% | Reduced |
| NavPoint Financial, Inc. | 298,529 | $15.6M | 12.54% | −45,362−13.2% | Reduced |
| Evernest Financial Advisors, LLC | 297,689 | $15.5M | 4.18% | +24,165+8.8% | Added |
| Brinker Capital Investments, LLC | 293,073 | $15.3M | 0.15% | −25,363−8.0% | Reduced |
| Orion Portfolio Solutions, LLC | 293,073 | $15.3M | 0.15% | −25,363−8.0% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 253,094 | $13.2M | 0.03% | +19,100+8.2% | Added |
| Austin Wealth Management, LLC | 248,688 | $13.1M | 2.87% | +8,664+3.6% | Added |
| Deutsche Bank AG | 250,000 | $13.0M | 0.01% | 00.0% | Unchanged |
| Synovus Financial Corp | 244,514 | $12.7M | 0.15% | +110,221+82.1% | Added |
| Coco Enterprises, LLC | 237,906 | $12.7M | 7.64% | +61,130+34.6% | Added |
| Keudell/Morrison Wealth Management | 241,598 | $12.6M | 3.42% | −440.0% | Reduced |
| Warren Street Wealth Advisors, LLC | 230,311 | $12.0M | 4.97% | +230,311 | New |
| Northwestern Mutual Wealth Management Co | 227,496 | $11.9M | 0.01% | +213,633+1,541.0% | Added |
| Peak Financial Advisors LLC | 226,582 | $11.8M | 6.07% | +3,957+1.8% | Added |
| Timber Creek Capital Management LLC | 221,394 | $11.5M | 3.23% | −1,742−0.8% | Reduced |
| US Bancorp | 215,168 | $11.2M | 0.01% | +19,057+9.7% | Added |
| Gould Asset Management LLC | 196,047 | $10.2M | 2.19% | −48,806−19.9% | Reduced |
| CoreCap Advisors, LLC | 180,666 | $9.42M | 0.44% | +180,666 | New |
| R. W. Roge & Company, Inc. | 178,431 | $9.30M | 4.97% | −5,149−2.8% | Reduced |
| Stratos Wealth Partners, LTD. | 172,566 | $9.00M | 0.13% | +10,952+6.8% | Added |
| Alaska Permanent Fund Corp | 171,000 | $8.91M | 0.13% | 00.0% | Unchanged |
| Avid Wealth Partners LLC | 165,131 | $8.61M | 6.09% | +5,583+3.5% | Added |
| Harbor Investment Advisory, LLC | 164,273 | $8.56M | 0.84% | +9,850+6.4% | Added |
| AIFG Consultants Ltd. | 163,688 | $8.53M | 6.48% | −6,463−3.8% | Reduced |
| Sterling Investment Advisors, Ltd. | 155,128 | $8.09M | 2.05% | −2,714−1.7% | Reduced |
| Encompass More Asset Management | 149,513 | $7.79M | 2.97% | +64,451+75.8% | Added |
| Hudson Capital Management LLC | 143,252 | $7.47M | 2.38% | −5,077−3.4% | Reduced |
| Wealth Advisory Solutions, LLC | 140,745 | $7.34M | 2.02% | +168+0.1% | Added |
| Copley Financial Group, Inc. | 138,685 | $7.23M | 6.57% | +138,685 | New |
| Versant Capital Management, Inc | 134,001 | $6.99M | 1.59% | −4,103−3.0% | Reduced |
| Retirement Income Solutions, Inc | 133,310 | $6.95M | 1.59% | +1,202+0.9% | Added |
| National Bank of Canada | 132,239 | $6.89M | 0.01% | +130,683+8,398.7% | Added |
| WR Wealth Planners, LLC | 130,768 | $6.82M | 1.90% | −9,135−6.5% | Reduced |
| Alliance Wealth Advisors, LLC | 130,106 | $6.78M | 1.78% | +30,218+30.3% | Added |
| Commonwealth Equity Services, LLC | 129,674 | $6.76M | 0.01% | +2,898+2.3% | Added |