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 |
|---|---|---|---|---|---|
| Insigneo Advisory Services, LLC | 4,467 | $232.9K | 0.02% | +10.0% | Added |
| AlTi Global, Inc. | 4,518 | $235.5K | 0.01% | 00.0% | Unchanged |
| Community Bank, N.A. | 4,532 | $236.2K | 0.03% | −127−2.7% | Reduced |
| StoneX Group Inc. | 4,677 | $243.8K | 0.02% | +4,677 | New |
| Victory Capital Management Inc | 4,717 | $245.9K | 0.00% | −55−1.2% | Reduced |
| WestEnd Advisors, LLC | 4,717 | $245.9K | 0.01% | −55−1.2% | Reduced |
| Creative Financial Designs Inc | 4,777 | $249.0K | 0.02% | +4,777 | New |
| Holistic Planning, LLC | 5,217 | $272.0K | 0.12% | +5,217 | New |
| Adviser Investments LLC | 5,233 | $272.8K | 0.00% | +5,233 | New |
| HM Payson & Co | 5,250 | $273.7K | 0.00% | +5,250 | New |
| Integrated Wealth Concepts LLC | 5,310 | $276.8K | 0.00% | +832+18.6% | Added |
| MONECO Advisors, LLC | 5,455 | $284.4K | 0.04% | +208+4.0% | Added |
| Anchor Investment Management, LLC | 5,461 | $284.7K | 0.03% | −500−8.4% | Reduced |
| First Heartland Consultants, Inc. | 5,479 | $286.0K | 0.03% | −614−10.1% | Reduced |
| ShoreHaven Wealth Partners, LLC | 5,602 | $292.0K | 0.14% | −968−14.7% | Reduced |
| Heritage Investors Management Corp | 5,685 | $296.0K | 0.01% | 00.0% | Unchanged |
| Appleton Partners Inc | 5,734 | $299.0K | 0.02% | −725−11.2% | Reduced |
| International Private Wealth Advisors LLC | 5,844 | $304.6K | 0.45% | −2,904−33.2% | Reduced |
| Advisors Capital Management, LLC | 5,851 | $305.0K | 0.00% | −1,772−23.2% | Reduced |
| Birch Capital Management, LLC | 6,013 | $313.5K | 0.15% | 00.0% | Unchanged |
| Access Investment Management LLC | 6,020 | $313.8K | 0.10% | 00.0% | Unchanged |
| McAdam, LLC | 6,036 | $314.7K | 0.02% | −30.0% | Reduced |
| Warren Averett Asset Management, LLC | 6,056 | $315.7K | 0.01% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 6,105 | $318.3K | 0.03% | 00.0% | Unchanged |
| Lee Financial Co | 6,188 | $322.6K | 0.05% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 6,364 | $331.8K | 0.02% | −148−2.3% | Reduced |
| Private Trust Co NA | 6,894 | $359.4K | 0.04% | 00.0% | Unchanged |
| Mather Group, LLC. | 7,194 | $375.0K | 0.00% | −7,340−50.5% | Reduced |
| Intrua Financial, LLC | 7,202 | $375.4K | 0.06% | 00.0% | Unchanged |
| Captrust Financial Advisors | 7,362 | $383.8K | 0.00% | +7,362 | New |
| FMR LLC | 7,425 | $387.1K | 0.00% | +2,480+50.2% | Added |
| DeDora Capital, Inc. | 7,428 | $387.2K | 0.11% | +969+15.0% | Added |
| Principal Securities, Inc. | 7,437 | $387.7K | 0.01% | −370−4.7% | Reduced |
| Modern Wealth Management, LLC | 7,726 | $402.8K | 0.02% | +1,011+15.1% | Added |
| Denver Wealth Management, Inc. | 7,793 | $406.3K | 0.19% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 7,858 | $409.6K | 0.01% | −85−1.1% | Reduced |
| Oceanside Advisors LLC | 7,924 | $413.1K | 0.31% | +66+0.8% | Added |
| Autumn Glory Partners, LLC | 8,000 | $417.0K | 0.16% | +8,000 | New |
| Patten Group, Inc. | 8,195 | $427.2K | 0.09% | +212+2.7% | Added |
| Financial Enhancement Group LLC | 11,399 | $450.1K | 0.09% | −89,768−88.7% | Reduced |
| Signet Financial Management, LLC | 8,642 | $450.5K | 0.06% | +163+1.9% | Added |
| HBW Advisory Services LLC | 8,778 | $457.6K | 0.07% | +8,778 | New |
| Envestnet Portfolio Solutions, Inc. | 8,837 | $460.7K | 0.00% | +2,407+37.4% | Added |
| Sigma Planning Corp | 8,868 | $462.3K | 0.01% | +1,532+20.9% | Added |
| Smith Anglin Financial, LLC | 9,103 | $474.5K | 0.05% | 00.0% | Unchanged |
| Middleton & Co Inc | 9,151 | $477.0K | 0.05% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 9,300 | $484.8K | 0.04% | +944+11.3% | Added |
| Park Avenue Securities LLC | 9,349 | $487.0K | 0.01% | −2,091−18.3% | Reduced |
| Segment Wealth Management, LLC | 9,500 | $495.2K | 0.03% | 00.0% | Unchanged |
| Sovereign Financial Group, Inc. | 9,554 | $498.1K | 0.12% | +9,554 | New |
| Capital Management Associates, Inc | 9,579 | $499.4K | 0.20% | +9,579 | New |
| Regimen Wealth, LLC | 9,624 | $501.7K | 0.16% | +1,446+17.7% | Added |
| Matrix Trust Co | 9,661 | $504.0K | 0.09% | +1,251+14.9% | Added |
| Capital Analysts, LLC | 9,759 | $509.0K | 0.02% | −245−2.4% | Reduced |
| Independent Advisor Alliance | 9,931 | $517.7K | 0.02% | +244+2.5% | Added |
| Laidlaw Wealth Management LLC | 10,238 | $533.7K | 0.26% | +226+2.3% | Added |
| Pecaut & Co. | 10,477 | $546.2K | 0.19% | +122+1.2% | Added |
| Nwam LLC | 10,558 | $550.4K | 0.03% | +10,558 | New |
| Sage Mountain Advisors LLC | 10,830 | $564.6K | 0.05% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 10,596 | $574.4K | 0.02% | +918+9.5% | Added |
| Choate Investment Advisors | 11,028 | $574.9K | 0.01% | 00.0% | Unchanged |
| Weil Company, Inc. | 11,453 | $597.0K | 0.20% | −490−4.1% | Reduced |
| Michael B. Yongue | 11,473 | $598.1K | 0.48% | 00.0% | Unchanged |
| Betterment LLC | 11,526 | $601.0K | 0.00% | −239−2.0% | Reduced |
| Gibbs Wealth Management | 11,564 | $602.8K | 0.20% | −1,093−8.6% | Reduced |
| Confluence Wealth Services, Inc. | 11,673 | $608.5K | 0.04% | −21,488−64.8% | Reduced |
| Etesian Wealth Advisors, Inc. | 11,695 | $609.7K | 0.28% | +11,695 | New |
| KPP Advisory Services LLC | 11,704 | $610.1K | 0.15% | +11,704 | New |
| Axxcess Wealth Management, LLC | 11,725 | $611.2K | 0.02% | +1,281+12.3% | Added |
| Vista Wealth Management Group, LLC | 12,000 | $625.6K | 0.04% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 12,089 | $630.2K | 0.01% | +145+1.2% | Added |
| Carmichael Hill & Associates, Inc. | 12,262 | $639.2K | 0.24% | +1,245+11.3% | Added |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 12,460 | $649.5K | 0.11% | +12,460 | New |
| Johnson Investment Counsel Inc | 12,674 | $660.7K | 0.01% | +12,674 | New |
| WCG Wealth Advisors LLC | 12,782 | $666.0K | 0.04% | +686+5.7% | Added |
| Johnson Financial Group, Inc. | 12,830 | $668.8K | 0.03% | +12,830 | New |
| Destiny Capital Corp | 12,502 | $678.1K | 0.42% | −291−2.3% | Reduced |
| BlackDiamond Wealth Management Inc. | 13,195 | $679.8K | 0.41% | +13,195 | New |
| Perigon Wealth Management, LLC | 13,162 | $686.1K | 0.02% | +13,162 | New |
| Advisor Resource Council | 13,240 | $690.2K | 0.31% | +13,240 | New |
| Washington Trust Co | 13,324 | $694.6K | 0.02% | 00.0% | Unchanged |
| Breed's Hill Capital LLC | 13,617 | $709.9K | 0.58% | +13,617 | New |
| Mitchell McLeod Pugh & Williams Inc | 13,685 | $713.4K | 0.15% | 00.0% | Unchanged |
| JT Stratford LLC | 13,825 | $720.7K | 0.12% | +13,825 | New |
| SpiderRock Advisors, LLC | 14,221 | $741.3K | 0.02% | +14,221 | New |
| Pathway Financial Advisors LLC | 14,409 | $751.1K | 0.19% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 14,509 | $756.4K | 0.02% | −497−3.3% | Reduced |
| Formidable Asset Management, LLC | 14,545 | $758.2K | 0.12% | −719−4.7% | Reduced |
| Auour Investments LLC | 13,903 | $763.8K | 0.27% | −1,933−12.2% | Reduced |
| SeaCrest Wealth Management, LLC | 14,769 | $769.9K | 0.08% | −4,347−22.7% | Reduced |
| Central Trust Co | 14,935 | $778.6K | 0.02% | +197+1.3% | Added |
| Strategic Blueprint, LLC | 14,992 | $781.5K | 0.05% | −114−0.8% | Reduced |
| Caldwell Trust Co | 15,027 | $783.4K | 0.08% | +50+0.3% | Added |
| Myecfo, LLC | 15,205 | $792.6K | 0.43% | +2,330+18.1% | Added |
| Headlands Technologies LLC | 15,289 | $797.0K | 0.09% | +4,595+43.0% | Added |
| Buckingham Strategic Partners | 15,567 | $811.5K | 0.02% | +15,567 | New |
| Brown Advisory Inc | 15,659 | $816.3K | 0.00% | 00.0% | Unchanged |
| We Are One Seven, LLC | 15,755 | $821.3K | 0.04% | −6,415−28.9% | Reduced |
| HRT Financial LP | 15,964 | $832.0K | 0.00% | +15,964 | New |
| Merkkuri Wealth Advisors LLC | 16,032 | $835.7K | 0.68% | +1,806+12.7% | Added |