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
- 113.9M
- +21.7M (+23.5%) vs. Q2 2024
- Total value
- $5.94B
- +$1.80B (+43.5%) 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 | 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, 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 |
|---|---|---|---|---|---|
| American Capital Advisory, LLC | 4 | $209 | 0.00% | +4 | New |
| Truvestments Capital LLC | 5 | $261 | 0.00% | +5 | New |
| Tompkins Financial Corp | 10 | $521 | 0.00% | +10 | New |
| Glen Eagle Advisors, LLC | 11 | $573 | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 12 | $626 | 0.00% | +12 | New |
| Parallel Advisors, LLC | 14 | $730 | 0.00% | +14 | New |
| Covestor Ltd | 19 | $1.00K | 0.00% | 00.0% | Unchanged |
| Clarity Asset Management, Inc. | 20 | $1.04K | 0.00% | +20 | New |
| Brown, Lisle/Cummings, Inc. | 23 | $1.20K | 0.00% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 25 | $1.30K | 0.00% | +25 | New |
| Hillsdale Investment Management Inc. | 27 | $1.42K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 31 | $1.62K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 32 | $1.67K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 33 | $1.72K | 0.00% | +33 | New |
| Ogorek Anthony Joseph | 49 | $2.00K | 0.00% | +49 | New |
| Creekmur Asset Management LLC | 50 | $2.61K | 0.00% | 00.0% | Unchanged |
| Spectrum Wealth Counsel, LLC | 60 | $3.13K | 0.00% | +60 | New |
| Valued Wealth Advisors LLC | 61 | $3.18K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 66 | $3.44K | 0.00% | +41+164.0% | Added |
| First Financial Corp | 76 | $3.96K | 0.00% | −100−56.8% | Reduced |
| Sandy Spring Bank | 82 | $4.28K | 0.00% | 00.0% | Unchanged |
| Deane Retirement Strategies, Inc. | 94 | $4.90K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 98 | $5.11K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 99 | $5.16K | 0.00% | −7−6.6% | Reduced |
| Tower Research Capital LLC (TRC) | 99 | $5.16K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 100 | $5.21K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 104 | $5.42K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 136 | $7.09K | 0.00% | +136 | New |
| EverSource Wealth Advisors, LLC | 140 | $7.30K | 0.00% | −39−21.8% | Reduced |
| Pacifica Partners Inc. | 140 | $7.30K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 154 | $8.03K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 154 | $8.03K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 155 | $8.08K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 157 | $8.18K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 178 | $9.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 174 | $9.07K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 200 | $10.4K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 202 | $10.5K | 0.02% | +202 | New |
| Financial Perspectives, Inc | 217 | $11.3K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 227 | $11.8K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 236 | $12.3K | 0.00% | +236 | New |
| VitalStone Financial, LLC | 300 | $15.6K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 303 | $15.8K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 330 | $17.2K | 0.00% | −64−16.2% | Reduced |
| Carolinas Wealth Consulting LLC | 364 | $19.0K | 0.00% | +65+21.7% | Added |
| Financial Management Professionals, Inc. | 420 | $22.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 427 | $22.3K | 0.00% | +15+3.6% | Added |
| Plante Moran Financial Advisors, LLC | 449 | $23.4K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 532 | $28.0K | 0.00% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 511 | $28.0K | 0.02% | 00.0% | Unchanged |
| Wintrust Investments LLC | 546 | $28.0K | 0.02% | +546 | New |
| Coppell Advisory Solutions LLC | 586 | $30.8K | 0.00% | +586 | New |
| Trust Co of Vermont | 628 | $32.7K | 0.00% | +628 | New |
| Beaird Harris Wealth Management, LLC | 662 | $34.5K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 825 | $43.0K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 837 | $43.6K | 0.01% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 850 | $44.3K | 0.02% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 880 | $45.9K | 0.00% | −401−31.3% | Reduced |
| NBT Bank N A | 897 | $46.8K | 0.00% | +897 | New |
| Barrett & Company, Inc. | 1,020 | $53.2K | 0.02% | +1,020 | New |
| First Horizon Advisors, Inc. | 1,256 | $65.5K | 0.00% | +1,256 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 1,097 | $67.8K | 0.00% | +1,097 | New |
| Caitlin John, LLC | 1,343 | $68.5K | 0.04% | +182+15.7% | Added |
| CWM, LLC | 1,328 | $69.0K | 0.00% | +165+14.2% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 1,388 | $72.0K | 0.02% | −857−38.2% | Reduced |
| Glass Jacobson Investment Advisors llc | 1,429 | $74.5K | 0.02% | +1,429 | New |
| Sanctuary Wealth Management, L.L.C. | 1,457 | $76.0K | 0.05% | +1,457 | New |
| Hartford Financial Management Inc. | 1,495 | $77.9K | 0.02% | −48−3.1% | Reduced |
| Colonial Trust Co | 1,695 | $88.8K | 0.01% | −82−4.6% | Reduced |
| BFSG, LLC | 1,877 | $97.8K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,898 | $98.9K | 0.01% | +1,090+134.9% | Added |
| Indiana Trust & Investment Management CO | 2,000 | $104.3K | 0.04% | +2,000 | New |
| Jaffetilchin Investment Partners, LLC | 2,118 | $110.4K | 0.01% | +2,118 | New |
| Laurel Wealth Advisors LLC | 2,368 | $123.4K | 0.02% | 00.0% | Unchanged |
| Allworth Financial LP | 2,420 | $126.2K | 0.00% | −156−6.1% | Reduced |
| Washington Trust Advisors, Inc. | 2,444 | $127.4K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 2,575 | $134.2K | 0.01% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 2,698 | $140.6K | 0.00% | +20+0.7% | Added |
| Rakuten Securities, Inc. | 2,821 | $147.1K | 0.06% | +1,390+97.1% | Added |
| Exchange Traded Concepts, LLC | 3,125 | $162.9K | 0.00% | +210+7.2% | Added |
| Nemes Rush Group LLC | 3,976 | $175.1K | 0.03% | +553+16.2% | Added |
| IFP Advisors, Inc | 3,394 | $176.9K | 0.01% | −44,381−92.9% | Reduced |
| Fundamentun, LLC | 3,874 | $202.0K | 0.01% | +3,874 | New |
| Mosaic Family Wealth Partners, LLC | 3,957 | $206.3K | 0.03% | +3,957 | New |
| Bell Investment Advisors, Inc | 3,985 | $207.7K | 0.04% | 00.0% | Unchanged |
| Cardiff Park Advisors, LLC | 3,987 | $207.8K | 0.02% | +3,987 | New |
| Lido Advisors, LLC | 3,997 | $208.4K | 0.00% | −468−10.5% | Reduced |
| Motiv8 Investments LLC | 4,007 | $208.9K | 0.14% | +4,007 | New |
| Noesis Capital Mangement Corp | 4,044 | $210.8K | 0.04% | +4,044 | New |
| Fiduciary Trust Co | 4,078 | $212.6K | 0.00% | +4,078 | New |
| Secure Asset Management, LLC | 4,099 | $213.7K | 0.04% | −242−5.6% | Reduced |
| Advisory Services Network, LLC | 4,750 | $218.9K | 0.00% | 00.0% | Unchanged |
| Seven Post Investment Office LP | 4,235 | $220.8K | 0.03% | +4,235 | New |
| BKA Wealth Consulting, Inc. | 4,237 | $220.9K | 0.23% | +4,237 | New |
| First National Trust Co | 4,240 | $221.0K | 0.01% | +4,240 | New |
| EP Wealth Advisors, LLC | 4,245 | $221.3K | 0.00% | +4,245 | New |
| Redhawk Wealth Advisors, Inc. | 4,318 | $225.1K | 0.03% | +4,318 | New |
| Selective Wealth Management, Inc. | 4,368 | $227.0K | 0.09% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 4,407 | $229.7K | 0.01% | +4,407 | New |
| Eldridge Investment Advisors, Inc. | 4,434 | $231.0K | 0.05% | +4,434 | New |