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 |
|---|---|---|---|---|---|
| GeoWealth Management, LLC | 129,252 | $6.74M | 0.24% | +78,860+156.5% | Added |
| Continuum Wealth Advisors, LLC | 128,993 | $6.72M | 3.61% | −26,907−17.3% | Reduced |
| Hobbs Group Advisors, LLC | 126,712 | $6.61M | 2.37% | +4,060+3.3% | Added |
| JNBA Financial Advisors | 125,769 | $6.56M | 0.66% | −46,085−26.8% | Reduced |
| Truist Financial Corp | 125,495 | $6.54M | 0.01% | +14,033+12.6% | Added |
| Clark Capital Management Group, Inc. | 122,349 | $6.38M | 0.04% | −29,669−19.5% | Reduced |
| Arete Wealth Advisors, LLC | 121,124 | $6.31M | 0.54% | −6,641−5.2% | Reduced |
| Glenview Trust Co | 118,734 | $6.19M | 0.12% | −20,787−14.9% | Reduced |
| AMJ Financial Wealth Management | 118,123 | $6.16M | 1.77% | −1,445−1.2% | Reduced |
| Chatham Capital Group, Inc. | 118,086 | $6.16M | 1.01% | +6,650+6.0% | Added |
| Quent Capital, LLC | 115,949 | $6.04M | 0.61% | +3,511+3.1% | Added |
| Archford Capital Strategies, LLC | 113,683 | $5.98M | 0.90% | +4,061+3.7% | Added |
| Managed Asset Portfolios, LLC | 113,457 | $5.91M | 0.84% | +553+0.5% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 112,716 | $5.88M | 0.23% | −258−0.2% | Reduced |
| Beaumont Financial Advisors, LLC | 109,279 | $5.70M | 0.45% | +1,243+1.2% | Added |
| Stapp Wealth Management, PLLC | 108,749 | $5.67M | 9.15% | −1,880−1.7% | Reduced |
| Accretive Wealth Partners, LLC | 108,452 | $5.65M | 2.36% | −1,032−0.9% | Reduced |
| American Trust | 6,253 | $5.60M | 0.46% | −91,528−93.6% | Reduced |
| Farther Finance Advisors, LLC | 106,360 | $5.54M | 0.21% | +58,701+123.2% | Added |
| Avantax Advisory Services, Inc. | 105,366 | $5.49M | 0.04% | −1,510−1.4% | Reduced |
| Astoria Portfolio Advisors LLC. | 103,197 | $5.43M | 1.85% | −2,797−2.6% | Reduced |
| Plum Street Advisors, LLC | 103,940 | $5.42M | 2.74% | +2,938+2.9% | Added |
| Zhang Financial LLC | 103,032 | $5.37M | 0.34% | −4,035−3.8% | Reduced |
| Main Street Financial Solutions, LLC | 102,602 | $5.35M | 0.49% | +58,335+131.8% | Added |
| Money Concepts Capital Corp | 102,516 | $5.34M | 0.41% | +852+0.8% | Added |
| Q3 Asset Management | 100,761 | $5.25M | 1.23% | +51,862+106.1% | Added |
| Inspirion Wealth Advisors, LLC | 98,375 | $5.13M | 0.72% | +2,583+2.7% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 97,734 | $5.09M | 0.43% | +92,395+1,730.6% | Added |
| Cedar Point Capital Partners, LLC | 97,579 | $5.09M | 3.49% | +97,579 | New |
| Integrity Wealth Solutions LLC | 96,838 | $5.05M | 2.95% | −529−0.5% | Reduced |
| Atria Wealth Solutions, Inc. | 96,319 | $5.02M | 0.05% | +14,874+18.3% | Added |
| MML Investors Services, LLC | 94,430 | $4.92M | 0.02% | +3,553+3.9% | Added |
| China Universal Asset Management Co., Ltd. | 94,200 | $4.91M | 0.54% | +22,500+31.4% | Added |
| Stratos Wealth Advisors, LLC | 92,483 | $4.82M | 0.22% | −232−0.3% | Reduced |
| Pineridge Advisors LLC | 90,782 | $4.73M | 1.79% | +28,446+45.6% | Added |
| Wiley Bros.-Aintree Capital, LLC | 87,878 | $4.58M | 0.09% | +87,878 | New |
| Mariner, LLC | 87,331 | $4.55M | 0.01% | +4,925+6.0% | Added |
| New York Life Investment Management LLC | 86,771 | $4.52M | 0.04% | +70,820+444.0% | Added |
| Transamerica Financial Advisors, Inc. | 86,303 | $4.50M | 0.44% | +86,303 | New |
| Walkner Condon Financial Advisors LLC | 85,198 | $4.44M | 0.91% | +8,311+10.8% | Added |
| Purus Wealth Management, LLC | 85,070 | $4.43M | 1.88% | +565+0.7% | Added |
| Portside Wealth Group, LLC | 84,053 | $4.38M | 0.75% | −3,341−3.8% | Reduced |
| Fortis Advisors, LLC | 82,530 | $4.30M | 2.79% | −2,094−2.5% | Reduced |
| Upper Left Wealth Management, LLC | 84,812 | $4.21M | 3.69% | +12,071+16.6% | Added |
| Brookstone Capital Management | 78,918 | $4.11M | 0.06% | +11,026+16.2% | Added |
| Lam Group, Inc. | 78,135 | $4.07M | 2.88% | +36,915+89.6% | Added |
| Evercore Wealth Management, LLC | 76,635 | $3.99M | 0.06% | +2,000+2.7% | Added |
| Aptus Capital Advisors, LLC | 75,387 | $3.93M | 0.06% | −1,874−2.4% | Reduced |
| Comerica Bank | 75,377 | $3.93M | 0.02% | −86−0.1% | Reduced |
| Global Retirement Partners, LLC | 74,043 | $3.86M | 0.12% | +67,757+1,077.9% | Added |
| Financial Guidance Group, Inc. | 73,939 | $3.85M | 2.25% | −1,801−2.4% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 92,963 | $3.85M | 0.02% | +39,563+74.1% | Added |
| Lodestar Private Asset Management LLC | 73,636 | $3.84M | 0.49% | +4,573+6.6% | Added |
| Catalyst Capital Advisors LLC | 73,500 | $3.83M | 0.09% | 00.0% | Unchanged |
| Team Financial Group, LLC | 73,327 | $3.82M | 2.27% | +3,806+5.5% | Added |
| E Fund Management Co., Ltd. | 72,026 | $3.75M | 0.19% | 00.0% | Unchanged |
| Jane Street Group, LLC | 70,388 | $3.67M | 0.01% | −107,263−60.4% | Reduced |
| Colony Group, LLC | 69,782 | $3.64M | 0.01% | −11,619−14.3% | Reduced |
| BKD Wealth Advisors, LLC | 68,862 | $3.59M | 0.08% | +467+0.7% | Added |
| TD Waterhouse Canada Inc. | 67,329 | $3.54M | 0.03% | +6,695+11.0% | Added |
| Lynx Investment Advisory | 67,921 | $3.54M | 2.55% | +5,320+8.5% | Added |
| Marble Harbor Investment Counsel, LLC | 66,525 | $3.47M | 0.38% | 00.0% | Unchanged |
| Bright Financial Advisors, Inc. | 64,687 | $3.37M | 2.15% | +5,066+8.5% | Added |
| Franklin Resources Inc | 64,122 | $3.37M | 0.00% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 64,533 | $3.36M | 0.05% | −2,869−4.3% | Reduced |
| Integrated Advisors Network LLC | 64,170 | $3.35M | 0.16% | +5,786+9.9% | Added |
| Cabot Wealth Management Inc | 62,487 | $3.26M | 0.41% | +4,875+8.5% | Added |
| Beckerman Institutional, LLC | 61,576 | $3.21M | 2.70% | +61,576 | New |
| Mission Creek Capital Partners, Inc. | 61,231 | $3.19M | 0.74% | −159−0.3% | Reduced |
| Flagship Harbor Advisors, LLC | 60,046 | $3.13M | 0.17% | +14,944+33.1% | Added |
| Wealthcare Advisory Partners LLC | 59,925 | $3.12M | 0.09% | −11,028−15.5% | Reduced |
| Kraematon Investment Advisors, Inc | 59,368 | $3.09M | 3.04% | −1,668−2.7% | Reduced |
| Capstone Wealth Management Group, LLC | 59,177 | $3.08M | 1.83% | +545+0.9% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 59,063 | $3.08M | 0.01% | −3,583−5.7% | Reduced |
| Jump Financial, LLC | 56,974 | $2.97M | 0.06% | +50,657+801.9% | Added |
| Ci Investments Inc. | 55,534 | $2.90M | 0.01% | +14,000+33.7% | Added |
| Baker Ellis Asset Management LLC | 54,000 | $2.82M | 0.40% | −1,050−1.9% | Reduced |
| Change Path, LLC | 53,166 | $2.77M | 0.09% | +34,422+183.6% | Added |
| Flow Traders U.S. LLC | 52,361 | $2.73M | 0.14% | +52,361 | New |
| Copperwynd Financial, LLC | 51,908 | $2.71M | 0.81% | +1,138+2.2% | Added |
| Wallace Advisory Group, LLC | 58,416 | $2.69M | 1.97% | −732−1.2% | Reduced |
| AE Wealth Management LLC | 51,160 | $2.67M | 0.02% | −15,635−23.4% | Reduced |
| Prosperity Consulting Group, LLC | 50,815 | $2.65M | 0.21% | −4,744−8.5% | Reduced |
| Financial Sense Advisors, Inc. | 50,620 | $2.64M | 0.73% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 50,330 | $2.62M | 1.16% | −1,960−3.7% | Reduced |
| Renaissance Technologies LLC | 50,200 | $2.62M | 0.00% | +50,200 | New |
| Essex Financial Services, Inc. | 47,225 | $2.57M | 0.18% | +5,543+13.3% | Added |
| RSM US Wealth Management LLC | 48,362 | $2.55M | 0.04% | −254−0.5% | Reduced |
| Nissay Asset Management Corp | 48,602 | $2.53M | 0.02% | +24,320+100.2% | Added |
| Jacobi Capital Management LLC | 46,741 | $2.44M | 0.18% | +4,058+9.5% | Added |
| Mills Wealth Advisors LLC | 46,428 | $2.42M | 1.67% | +1,207+2.7% | Added |
| GWM Advisors LLC | 44,542 | $2.32M | 0.02% | −2,659−5.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 41,216 | $2.15M | 0.02% | +1,976+5.0% | Added |
| Creative Planning | 41,149 | $2.15M | 0.00% | −890−2.1% | Reduced |
| Bridgewater Advisors Inc. | 38,553 | $2.12M | 0.22% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 39,800 | $2.07M | 0.01% | +3,800+10.6% | Added |
| Petix & Botte Co | 39,632 | $2.07M | 0.55% | +404+1.0% | Added |
| Global Wealth Management Investment Advisory, Inc. | 39,122 | $2.04M | 0.44% | +4,922+14.4% | Added |
| Visionary Wealth Advisors | 38,643 | $2.01M | 0.12% | +2,405+6.6% | Added |
| Foundations Investment Advisors, LLC | 38,332 | $2.00M | 0.04% | +2,511+7.0% | Added |