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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.

Q3 2024 vs. Q2 2024

How the institutions holding World Gold Trust changed between Q2 2024 and Q3 2024.

All holders in Q3 2024All holders in Q2 2024

13F holders of GLDM: Q2 2024 compared with Q3 2024
MeasureQ2 2024Of which not filed for Q3 2024Q3 2024Change
Holders4062465+61
Shares93.6M1.39M113.9M+21.7M (+23.5%)
Value$4.20B$63.9M$5.94B+$1.80B (+43.5%)

2 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (85)

Institutions that held World Gold Trust at the end of Q3 2024 but not at the end of Q2 2024.

Institutions new to GLDM in Q3 2024
InstitutionSharesValue% of portfolio
Evoke Wealth, LLC6,556,986$341.8M9.33%
Cassaday & Co Wealth Management LLC5,637,993$293.9M8.31%
Quadrature Capital Ltd1,624,903$84.7M1.92%
Mirae Asset Global ETFs Holdings Ltd.1,015,493$52.9M0.12%
Goldman Sachs Group Inc505,990$26.4M0.01%
Warren Street Wealth Advisors, LLC230,311$12.0M4.97%
CoreCap Advisors, LLC180,666$9.42M0.44%
Copley Financial Group, Inc.138,685$7.23M6.57%
Cedar Point Capital Partners, LLC97,579$5.09M3.49%
Wiley Bros.-Aintree Capital, LLC87,878$4.58M0.09%
Transamerica Financial Advisors, Inc.86,303$4.50M0.44%
Beckerman Institutional, LLC61,576$3.21M2.70%
Flow Traders U.S. LLC52,361$2.73M0.14%
Renaissance Technologies LLC50,200$2.62M0.00%
Public Employees Retirement System of Ohio37,200$1.94M0.01%
Virtu Financial LLC32,184$1.68M0.09%
Legacy Capital Wealth Partners, LLC31,766$1.66M0.33%
Cambridge Associates LLC30,631$1.60M0.06%
Compass Ion Advisors, LLC29,077$1.52M0.19%
Susquehanna International Group, LLP27,979$1.46M0.00%
Qube Research & Technologies Ltd24,550$1.28M0.00%
Quartz Partners, LLC20,776$1.08M0.68%
LWM Advisory Services, LLC21,351$968.4K0.72%
Paladin Wealth, LLC16,859$878.9K0.77%
HRT Financial LP15,964$832.0K0.00%
Buckingham Strategic Partners15,567$811.5K0.02%
SpiderRock Advisors, LLC14,221$741.3K0.02%
JT Stratford LLC13,825$720.7K0.12%
Breed's Hill Capital LLC13,617$709.9K0.58%
Advisor Resource Council13,240$690.2K0.31%
Perigon Wealth Management, LLC13,162$686.1K0.02%
BlackDiamond Wealth Management Inc.13,195$679.8K0.41%
Johnson Financial Group, Inc.12,830$668.8K0.03%
Johnson Investment Counsel Inc12,674$660.7K0.01%
Semper Augustus Investments Group LLCSuperinvestorSemper Augustus12,460$649.5K0.11%
KPP Advisory Services LLC11,704$610.1K0.15%
Etesian Wealth Advisors, Inc.11,695$609.7K0.28%
Nwam LLC10,558$550.4K0.03%
Capital Management Associates, Inc9,579$499.4K0.20%
Sovereign Financial Group, Inc.9,554$498.1K0.12%
HBW Advisory Services LLC8,778$457.6K0.07%
Autumn Glory Partners, LLC8,000$417.0K0.16%
Captrust Financial Advisors7,362$383.8K0.00%
HM Payson & Co5,250$273.7K0.00%
Adviser Investments LLC5,233$272.8K0.00%
Holistic Planning, LLC5,217$272.0K0.12%
Creative Financial Designs Inc4,777$249.0K0.02%
StoneX Group Inc.4,677$243.8K0.02%
Eldridge Investment Advisors, Inc.4,434$231.0K0.05%
J.W. Cole Advisors, Inc.4,407$229.7K0.01%
Redhawk Wealth Advisors, Inc.4,318$225.1K0.03%
EP Wealth Advisors, LLC4,245$221.3K0.00%
First National Trust Co4,240$221.0K0.01%
BKA Wealth Consulting, Inc.4,237$220.9K0.23%
Seven Post Investment Office LP4,235$220.8K0.03%
Fiduciary Trust Co4,078$212.6K0.00%
Noesis Capital Mangement Corp4,044$210.8K0.04%
Motiv8 Investments LLC4,007$208.9K0.14%
Cardiff Park Advisors, LLC3,987$207.8K0.02%
Mosaic Family Wealth Partners, LLC3,957$206.3K0.03%
Fundamentun, LLC3,874$202.0K0.01%
Jaffetilchin Investment Partners, LLC2,118$110.4K0.01%
Indiana Trust & Investment Management CO2,000$104.3K0.04%
Sanctuary Wealth Management, L.L.C.1,457$76.0K0.05%
Glass Jacobson Investment Advisors llc1,429$74.5K0.02%
Bank Julius Baer & Co. Ltd, Zurich1,097$67.8K0.00%
First Horizon Advisors, Inc.1,256$65.5K0.00%
Barrett & Company, Inc.1,020$53.2K0.02%
NBT Bank N A897$46.8K0.00%
Trust Co of Vermont628$32.7K0.00%
Coppell Advisory Solutions LLC586$30.8K0.00%
Wintrust Investments LLC546$28.0K0.02%
Bryn Mawr Trust Co236$12.3K0.00%
Mowery & Schoenfeld Wealth Management, LLC202$10.5K0.02%
Whittier Trust Co136$7.09K0.00%
Spectrum Wealth Counsel, LLC60$3.13K0.00%
Ogorek Anthony Joseph49$2.00K0.00%
Raleigh Capital Management Inc.33$1.72K0.00%
Oarsman Capital, Inc.25$1.30K0.00%
Clarity Asset Management, Inc.20$1.04K0.00%
Parallel Advisors, LLC14$7300.00%
Fifth Third Bancorp12$6260.00%
Tompkins Financial Corp10$5210.00%
Truvestments Capital LLC5$2610.00%
American Capital Advisory, LLC4$2090.00%

Sold out (24)

Institutions that held World Gold Trust at the end of Q2 2024 and filed for Q3 2024 without it.

Not filed for Q3 2024 yet (2)

Institutions that held World Gold Trust at the end of Q2 2024 and haven't filed a 13F for Q3 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding GLDM in Q2 2024 that haven't filed for Q3 2024
InstitutionShares, Q2 2024Value, Q2 2024
Benjamin F. Edwards & Company, Inc.1,301,675$60.0M
Abbrea Capital, LLC85,259$3.93M