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 |
|---|---|---|---|---|---|
| Diversify Wealth Management, LLC | 15,778 | $849.2K | 0.08% | −3,133−16.6% | Reduced |
| AlphaStar Capital Management, LLC | 16,756 | $873.5K | 0.07% | +4,148+32.9% | Added |
| Acorn Wealth Advisors, LLC | 16,810 | $876.3K | 0.38% | −2,833−14.4% | Reduced |
| Paladin Wealth, LLC | 16,859 | $878.9K | 0.77% | +16,859 | New |
| Valmark Advisers, Inc. | 17,413 | $907.7K | 0.01% | +2,412+16.1% | Added |
| Diversify Advisory Services, LLC | 16,668 | $907.9K | 0.05% | −598−3.5% | Reduced |
| Apella Capital, LLC | 17,313 | $912.0K | 0.04% | +3,021+21.1% | Added |
| Continuum Advisory, LLC | 18,033 | $917.0K | 0.12% | −1,734−8.8% | Reduced |
| Kestra Advisory Services, LLC | 18,430 | $960.8K | 0.01% | +2,094+12.8% | Added |
| IHT Wealth Management, LLC | 18,505 | $964.8K | 0.03% | +3,740+25.3% | Added |
| LWM Advisory Services, LLC | 21,351 | $968.4K | 0.72% | +21,351 | New |
| Kendall Capital Management | 18,618 | $970.6K | 0.30% | −767−4.0% | Reduced |
| SWMG, LLC | 19,058 | $972.0K | 0.40% | −4,847−20.3% | Reduced |
| Thrive Capital Management, LLC | 18,876 | $984.0K | 0.46% | −2,053−9.8% | Reduced |
| Green Harvest Asset Management LLC | 18,896 | $985.0K | 0.02% | +145+0.8% | Added |
| Sargent Investment Group, LLC | 19,015 | $991.3K | 0.18% | −161−0.8% | Reduced |
| Two Sigma Securities, LLC | 19,190 | $1.00M | 0.08% | +7,054+58.1% | Added |
| Diligent Investors, LLC | 19,711 | $1.03M | 0.24% | −27−0.1% | Reduced |
| Total Investment Management Inc | 19,808 | $1.03M | 0.12% | 00.0% | Unchanged |
| Spire Wealth Management | 20,292 | $1.06M | 0.04% | +1,059+5.5% | Added |
| Quartz Partners, LLC | 20,776 | $1.08M | 0.68% | +20,776 | New |
| Per Stirling Capital Management, LLC. | 20,914 | $1.09M | 0.15% | +6,234+42.5% | Added |
| CIBC Private Wealth Group, LLC | 21,227 | $1.11M | 0.00% | +277+1.3% | Added |
| Carret Asset Management, LLC | 21,331 | $1.11M | 0.12% | 00.0% | Unchanged |
| Requisite Capital Management, LLC | 21,461 | $1.12M | 0.23% | 00.0% | Unchanged |
| Hollencrest Capital Management | 21,860 | $1.14M | 0.05% | +20,800+1,962.3% | Added |
| Prudential Financial Inc | 21,876 | $1.14M | 0.00% | +1,596+7.9% | Added |
| Heritage Wealth Advisors | 22,083 | $1.15M | 0.05% | 00.0% | Unchanged |
| Valtinson Bruner Financial Planning LLC | 22,199 | $1.16M | 0.40% | +2,222+11.1% | Added |
| CI Private Wealth, LLC | 22,452 | $1.17M | 0.00% | +14,578+185.1% | Added |
| One Charles Private Wealth Services, LLC | 22,832 | $1.19M | 0.45% | −19,656−46.3% | Reduced |
| New England Private Wealth Advisors LLC | 22,863 | $1.19M | 0.19% | 00.0% | Unchanged |
| Mattson Financial Services, LLC | 25,937 | $1.20M | 0.43% | −92−0.4% | Reduced |
| Tokio Marine Asset Management Co Ltd | 23,100 | $1.20M | 0.05% | −7,400−24.3% | Reduced |
| Qube Research & Technologies Ltd | 24,550 | $1.28M | 0.00% | +24,550 | New |
| Leading Edge Financial Planning LLC | 25,312 | $1.32M | 0.44% | −1,921−7.1% | Reduced |
| Whittier Trust Co of Nevada Inc | 25,500 | $1.33M | 0.03% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 25,602 | $1.33M | 1.10% | −1,565−5.8% | Reduced |
| Brown Miller Wealth Management, LLC | 25,689 | $1.34M | 0.52% | +177+0.7% | Added |
| PDS Planning, Inc | 26,033 | $1.36M | 0.12% | +14,855+132.9% | Added |
| Tocqueville Asset Management L.P. | 26,067 | $1.36M | 0.02% | 00.0% | Unchanged |
| Robinson Value Management, Ltd. | 26,363 | $1.37M | 0.89% | +3,457+15.1% | Added |
| Citadel Advisors LLC | 26,518 | $1.38M | 0.00% | −88,761−77.0% | Reduced |
| Valicenti Advisory Services Inc | 27,256 | $1.42M | 0.36% | −1,563−5.4% | Reduced |
| Richard Bernstein Advisors LLC | 27,751 | $1.45M | 0.03% | −934−3.3% | Reduced |
| Susquehanna International Group, LLP | 27,979 | $1.46M | 0.00% | +27,979 | New |
| Norden Group LLC | 28,156 | $1.47M | 0.17% | +15,793+127.7% | Added |
| Forbes J M & Co LLP | 28,711 | $1.50M | 0.15% | 00.0% | Unchanged |
| Compass Ion Advisors, LLC | 29,077 | $1.52M | 0.19% | +29,077 | New |
| Tidemark, LLC | 30,414 | $1.59M | 0.65% | +2,352+8.4% | Added |
| Cambridge Associates LLC | 30,631 | $1.60M | 0.06% | +30,631 | New |
| Leo Wealth, LLC | 31,069 | $1.62M | 0.15% | +1,406+4.7% | Added |
| Brown Financial Advisors | 31,346 | $1.63M | 0.67% | +1,302+4.3% | Added |
| Legacy Capital Wealth Partners, LLC | 31,766 | $1.66M | 0.33% | +31,766 | New |
| Jones Financial Companies LLLP | 31,798 | $1.67M | 0.00% | +17,453+121.7% | Added |
| Virtu Financial LLC | 32,184 | $1.68M | 0.09% | +32,184 | New |
| Gradient Capital Advisors, LLC | 32,959 | $1.72M | 0.57% | −90.0% | Reduced |
| Merit Financial Group, LLC | 34,000 | $1.77M | 0.04% | +401+1.2% | Added |
| Vermillion & White Wealth Management Group, LLC | 34,377 | $1.79M | 1.33% | −1,386−3.9% | Reduced |
| Stansberry Asset Management, LLC | 34,429 | $1.79M | 0.22% | +5,099+17.4% | Added |
| Advisory Alpha, LLC | 35,427 | $1.85M | 0.07% | −32,770−48.1% | Reduced |
| Beacon Pointe Advisors, LLC | 36,114 | $1.88M | 0.02% | −259−0.7% | Reduced |
| WFA of San Diego, LLC | 36,501 | $1.90M | 1.60% | −501−1.4% | Reduced |
| Public Employees Retirement System of Ohio | 37,200 | $1.94M | 0.01% | +37,200 | New |
| Kestra Private Wealth Services, LLC | 37,243 | $1.94M | 0.04% | +4,316+13.1% | Added |
| Foundations Investment Advisors, LLC | 38,332 | $2.00M | 0.04% | +2,511+7.0% | Added |
| Visionary Wealth Advisors | 38,643 | $2.01M | 0.12% | +2,405+6.6% | Added |
| Global Wealth Management Investment Advisory, Inc. | 39,122 | $2.04M | 0.44% | +4,922+14.4% | Added |
| Petix & Botte Co | 39,632 | $2.07M | 0.55% | +404+1.0% | Added |
| Nomura Asset Management Co Ltd | 39,800 | $2.07M | 0.01% | +3,800+10.6% | Added |
| Bridgewater Advisors Inc. | 38,553 | $2.12M | 0.22% | 00.0% | Unchanged |
| Creative Planning | 41,149 | $2.15M | 0.00% | −890−2.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 41,216 | $2.15M | 0.02% | +1,976+5.0% | Added |
| GWM Advisors LLC | 44,542 | $2.32M | 0.02% | −2,659−5.6% | Reduced |
| Mills Wealth Advisors LLC | 46,428 | $2.42M | 1.67% | +1,207+2.7% | Added |
| Jacobi Capital Management LLC | 46,741 | $2.44M | 0.18% | +4,058+9.5% | Added |
| Nissay Asset Management Corp | 48,602 | $2.53M | 0.02% | +24,320+100.2% | Added |
| RSM US Wealth Management LLC | 48,362 | $2.55M | 0.04% | −254−0.5% | Reduced |
| Essex Financial Services, Inc. | 47,225 | $2.57M | 0.18% | +5,543+13.3% | Added |
| Renaissance Technologies LLC | 50,200 | $2.62M | 0.00% | +50,200 | New |
| Baker Tilly Wealth Management, LLC | 50,330 | $2.62M | 1.16% | −1,960−3.7% | Reduced |
| Financial Sense Advisors, Inc. | 50,620 | $2.64M | 0.73% | 00.0% | Unchanged |
| Prosperity Consulting Group, LLC | 50,815 | $2.65M | 0.21% | −4,744−8.5% | Reduced |
| AE Wealth Management LLC | 51,160 | $2.67M | 0.02% | −15,635−23.4% | Reduced |
| Wallace Advisory Group, LLC | 58,416 | $2.69M | 1.97% | −732−1.2% | Reduced |
| Copperwynd Financial, LLC | 51,908 | $2.71M | 0.81% | +1,138+2.2% | Added |
| Flow Traders U.S. LLC | 52,361 | $2.73M | 0.14% | +52,361 | New |
| Change Path, LLC | 53,166 | $2.77M | 0.09% | +34,422+183.6% | Added |
| Baker Ellis Asset Management LLC | 54,000 | $2.82M | 0.40% | −1,050−1.9% | Reduced |
| Ci Investments Inc. | 55,534 | $2.90M | 0.01% | +14,000+33.7% | Added |
| Jump Financial, LLC | 56,974 | $2.97M | 0.06% | +50,657+801.9% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 59,063 | $3.08M | 0.01% | −3,583−5.7% | Reduced |
| Capstone Wealth Management Group, LLC | 59,177 | $3.08M | 1.83% | +545+0.9% | Added |
| Kraematon Investment Advisors, Inc | 59,368 | $3.09M | 3.04% | −1,668−2.7% | Reduced |
| Wealthcare Advisory Partners LLC | 59,925 | $3.12M | 0.09% | −11,028−15.5% | Reduced |
| Flagship Harbor Advisors, LLC | 60,046 | $3.13M | 0.17% | +14,944+33.1% | Added |
| Mission Creek Capital Partners, Inc. | 61,231 | $3.19M | 0.74% | −159−0.3% | Reduced |
| Beckerman Institutional, LLC | 61,576 | $3.21M | 2.70% | +61,576 | New |
| Cabot Wealth Management Inc | 62,487 | $3.26M | 0.41% | +4,875+8.5% | Added |
| Integrated Advisors Network LLC | 64,170 | $3.35M | 0.16% | +5,786+9.9% | Added |