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 |
|---|---|---|---|---|---|
| Prime Capital Investment Advisors, LLC | 64,533 | $3.36M | 0.05% | −2,869−4.3% | Reduced |
| Franklin Resources Inc | 64,122 | $3.37M | 0.00% | 00.0% | Unchanged |
| Bright Financial Advisors, Inc. | 64,687 | $3.37M | 2.15% | +5,066+8.5% | Added |
| Marble Harbor Investment Counsel, LLC | 66,525 | $3.47M | 0.38% | 00.0% | Unchanged |
| Lynx Investment Advisory | 67,921 | $3.54M | 2.55% | +5,320+8.5% | Added |
| TD Waterhouse Canada Inc. | 67,329 | $3.54M | 0.03% | +6,695+11.0% | Added |
| BKD Wealth Advisors, LLC | 68,862 | $3.59M | 0.08% | +467+0.7% | Added |
| Colony Group, LLC | 69,782 | $3.64M | 0.01% | −11,619−14.3% | Reduced |
| Jane Street Group, LLC | 70,388 | $3.67M | 0.01% | −107,263−60.4% | Reduced |
| E Fund Management Co., Ltd. | 72,026 | $3.75M | 0.19% | 00.0% | Unchanged |
| Team Financial Group, LLC | 73,327 | $3.82M | 2.27% | +3,806+5.5% | Added |
| Catalyst Capital Advisors LLC | 73,500 | $3.83M | 0.09% | 00.0% | Unchanged |
| Lodestar Private Asset Management LLC | 73,636 | $3.84M | 0.49% | +4,573+6.6% | Added |
| Mirae Asset Global Investments Co., Ltd. | 92,963 | $3.85M | 0.02% | +39,563+74.1% | Added |
| Financial Guidance Group, Inc. | 73,939 | $3.85M | 2.25% | −1,801−2.4% | Reduced |
| Global Retirement Partners, LLC | 74,043 | $3.86M | 0.12% | +67,757+1,077.9% | Added |
| Comerica Bank | 75,377 | $3.93M | 0.02% | −86−0.1% | Reduced |
| Aptus Capital Advisors, LLC | 75,387 | $3.93M | 0.06% | −1,874−2.4% | Reduced |
| Evercore Wealth Management, LLC | 76,635 | $3.99M | 0.06% | +2,000+2.7% | Added |
| Lam Group, Inc. | 78,135 | $4.07M | 2.88% | +36,915+89.6% | Added |
| Brookstone Capital Management | 78,918 | $4.11M | 0.06% | +11,026+16.2% | Added |
| Upper Left Wealth Management, LLC | 84,812 | $4.21M | 3.69% | +12,071+16.6% | Added |
| Fortis Advisors, LLC | 82,530 | $4.30M | 2.79% | −2,094−2.5% | Reduced |
| Portside Wealth Group, LLC | 84,053 | $4.38M | 0.75% | −3,341−3.8% | Reduced |
| Purus Wealth Management, LLC | 85,070 | $4.43M | 1.88% | +565+0.7% | Added |
| Walkner Condon Financial Advisors LLC | 85,198 | $4.44M | 0.91% | +8,311+10.8% | Added |
| Transamerica Financial Advisors, Inc. | 86,303 | $4.50M | 0.44% | +86,303 | New |
| New York Life Investment Management LLC | 86,771 | $4.52M | 0.04% | +70,820+444.0% | Added |
| Mariner, LLC | 87,331 | $4.55M | 0.01% | +4,925+6.0% | Added |
| Wiley Bros.-Aintree Capital, LLC | 87,878 | $4.58M | 0.09% | +87,878 | New |
| Pineridge Advisors LLC | 90,782 | $4.73M | 1.79% | +28,446+45.6% | Added |
| Stratos Wealth Advisors, LLC | 92,483 | $4.82M | 0.22% | −232−0.3% | Reduced |
| China Universal Asset Management Co., Ltd. | 94,200 | $4.91M | 0.54% | +22,500+31.4% | Added |
| MML Investors Services, LLC | 94,430 | $4.92M | 0.02% | +3,553+3.9% | Added |
| Atria Wealth Solutions, Inc. | 96,319 | $5.02M | 0.05% | +14,874+18.3% | Added |
| Integrity Wealth Solutions LLC | 96,838 | $5.05M | 2.95% | −529−0.5% | Reduced |
| Cedar Point Capital Partners, LLC | 97,579 | $5.09M | 3.49% | +97,579 | New |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 97,734 | $5.09M | 0.43% | +92,395+1,730.6% | Added |
| Inspirion Wealth Advisors, LLC | 98,375 | $5.13M | 0.72% | +2,583+2.7% | Added |
| Q3 Asset Management | 100,761 | $5.25M | 1.23% | +51,862+106.1% | Added |
| Money Concepts Capital Corp | 102,516 | $5.34M | 0.41% | +852+0.8% | Added |
| Main Street Financial Solutions, LLC | 102,602 | $5.35M | 0.49% | +58,335+131.8% | Added |
| Zhang Financial LLC | 103,032 | $5.37M | 0.34% | −4,035−3.8% | Reduced |
| Plum Street Advisors, LLC | 103,940 | $5.42M | 2.74% | +2,938+2.9% | Added |
| Astoria Portfolio Advisors LLC. | 103,197 | $5.43M | 1.85% | −2,797−2.6% | Reduced |
| Avantax Advisory Services, Inc. | 105,366 | $5.49M | 0.04% | −1,510−1.4% | Reduced |
| Farther Finance Advisors, LLC | 106,360 | $5.54M | 0.21% | +58,701+123.2% | Added |
| American Trust | 6,253 | $5.60M | 0.46% | −91,528−93.6% | Reduced |
| Accretive Wealth Partners, LLC | 108,452 | $5.65M | 2.36% | −1,032−0.9% | Reduced |
| Stapp Wealth Management, PLLC | 108,749 | $5.67M | 9.15% | −1,880−1.7% | Reduced |
| Beaumont Financial Advisors, LLC | 109,279 | $5.70M | 0.45% | +1,243+1.2% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 112,716 | $5.88M | 0.23% | −258−0.2% | Reduced |
| Managed Asset Portfolios, LLC | 113,457 | $5.91M | 0.84% | +553+0.5% | Added |
| Archford Capital Strategies, LLC | 113,683 | $5.98M | 0.90% | +4,061+3.7% | Added |
| Quent Capital, LLC | 115,949 | $6.04M | 0.61% | +3,511+3.1% | Added |
| Chatham Capital Group, Inc. | 118,086 | $6.16M | 1.01% | +6,650+6.0% | Added |
| AMJ Financial Wealth Management | 118,123 | $6.16M | 1.77% | −1,445−1.2% | Reduced |
| Glenview Trust Co | 118,734 | $6.19M | 0.12% | −20,787−14.9% | Reduced |
| Arete Wealth Advisors, LLC | 121,124 | $6.31M | 0.54% | −6,641−5.2% | Reduced |
| Clark Capital Management Group, Inc. | 122,349 | $6.38M | 0.04% | −29,669−19.5% | Reduced |
| Truist Financial Corp | 125,495 | $6.54M | 0.01% | +14,033+12.6% | Added |
| JNBA Financial Advisors | 125,769 | $6.56M | 0.66% | −46,085−26.8% | Reduced |
| Hobbs Group Advisors, LLC | 126,712 | $6.61M | 2.37% | +4,060+3.3% | Added |
| Continuum Wealth Advisors, LLC | 128,993 | $6.72M | 3.61% | −26,907−17.3% | Reduced |
| GeoWealth Management, LLC | 129,252 | $6.74M | 0.24% | +78,860+156.5% | Added |
| Commonwealth Equity Services, LLC | 129,674 | $6.76M | 0.01% | +2,898+2.3% | Added |
| Alliance Wealth Advisors, LLC | 130,106 | $6.78M | 1.78% | +30,218+30.3% | Added |
| WR Wealth Planners, LLC | 130,768 | $6.82M | 1.90% | −9,135−6.5% | Reduced |
| National Bank of Canada | 132,239 | $6.89M | 0.01% | +130,683+8,398.7% | Added |
| Retirement Income Solutions, Inc | 133,310 | $6.95M | 1.59% | +1,202+0.9% | Added |
| Versant Capital Management, Inc | 134,001 | $6.99M | 1.59% | −4,103−3.0% | Reduced |
| Copley Financial Group, Inc. | 138,685 | $7.23M | 6.57% | +138,685 | New |
| Wealth Advisory Solutions, LLC | 140,745 | $7.34M | 2.02% | +168+0.1% | Added |
| Hudson Capital Management LLC | 143,252 | $7.47M | 2.38% | −5,077−3.4% | Reduced |
| Encompass More Asset Management | 149,513 | $7.79M | 2.97% | +64,451+75.8% | Added |
| Sterling Investment Advisors, Ltd. | 155,128 | $8.09M | 2.05% | −2,714−1.7% | Reduced |
| AIFG Consultants Ltd. | 163,688 | $8.53M | 6.48% | −6,463−3.8% | Reduced |
| Harbor Investment Advisory, LLC | 164,273 | $8.56M | 0.84% | +9,850+6.4% | Added |
| Avid Wealth Partners LLC | 165,131 | $8.61M | 6.09% | +5,583+3.5% | Added |
| Alaska Permanent Fund Corp | 171,000 | $8.91M | 0.13% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 172,566 | $9.00M | 0.13% | +10,952+6.8% | Added |
| JPMorgan Chase & Co | 176,936 | $9.22M | 0.00% | −43,293−19.7% | Reduced |
| R. W. Roge & Company, Inc. | 178,431 | $9.30M | 4.97% | −5,149−2.8% | Reduced |
| CoreCap Advisors, LLC | 180,666 | $9.42M | 0.44% | +180,666 | New |
| Gould Asset Management LLC | 196,047 | $10.2M | 2.19% | −48,806−19.9% | Reduced |
| US Bancorp | 215,168 | $11.2M | 0.01% | +19,057+9.7% | Added |
| Timber Creek Capital Management LLC | 221,394 | $11.5M | 3.23% | −1,742−0.8% | Reduced |
| Peak Financial Advisors LLC | 226,582 | $11.8M | 6.07% | +3,957+1.8% | Added |
| Northwestern Mutual Wealth Management Co | 227,496 | $11.9M | 0.01% | +213,633+1,541.0% | Added |
| Warren Street Wealth Advisors, LLC | 230,311 | $12.0M | 4.97% | +230,311 | New |
| Keudell/Morrison Wealth Management | 241,598 | $12.6M | 3.42% | −440.0% | Reduced |
| Coco Enterprises, LLC | 237,906 | $12.7M | 7.64% | +61,130+34.6% | Added |
| Synovus Financial Corp | 244,514 | $12.7M | 0.15% | +110,221+82.1% | Added |
| Deutsche Bank AG | 250,000 | $13.0M | 0.01% | 00.0% | Unchanged |
| Austin Wealth Management, LLC | 248,688 | $13.1M | 2.87% | +8,664+3.6% | Added |
| Wealth Enhancement Advisory Services, LLC | 253,094 | $13.2M | 0.03% | +19,100+8.2% | 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 |
| Evernest Financial Advisors, LLC | 297,689 | $15.5M | 4.18% | +24,165+8.8% | Added |
| NavPoint Financial, Inc. | 298,529 | $15.6M | 12.54% | −45,362−13.2% | Reduced |