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 |
|---|---|---|---|---|---|
| Kestra Private Wealth Services, LLC | 37,243 | $1.94M | 0.04% | +4,316+13.1% | Added |
| Public Employees Retirement System of Ohio | 37,200 | $1.94M | 0.01% | +37,200 | New |
| WFA of San Diego, LLC | 36,501 | $1.90M | 1.60% | −501−1.4% | Reduced |
| Beacon Pointe Advisors, LLC | 36,114 | $1.88M | 0.02% | −259−0.7% | Reduced |
| Advisory Alpha, LLC | 35,427 | $1.85M | 0.07% | −32,770−48.1% | Reduced |
| Stansberry Asset Management, LLC | 34,429 | $1.79M | 0.22% | +5,099+17.4% | Added |
| Vermillion & White Wealth Management Group, LLC | 34,377 | $1.79M | 1.33% | −1,386−3.9% | Reduced |
| Merit Financial Group, LLC | 34,000 | $1.77M | 0.04% | +401+1.2% | Added |
| Gradient Capital Advisors, LLC | 32,959 | $1.72M | 0.57% | −90.0% | Reduced |
| Virtu Financial LLC | 32,184 | $1.68M | 0.09% | +32,184 | New |
| Jones Financial Companies LLLP | 31,798 | $1.67M | 0.00% | +17,453+121.7% | Added |
| Legacy Capital Wealth Partners, LLC | 31,766 | $1.66M | 0.33% | +31,766 | New |
| Brown Financial Advisors | 31,346 | $1.63M | 0.67% | +1,302+4.3% | Added |
| Leo Wealth, LLC | 31,069 | $1.62M | 0.15% | +1,406+4.7% | Added |
| Cambridge Associates LLC | 30,631 | $1.60M | 0.06% | +30,631 | New |
| Tidemark, LLC | 30,414 | $1.59M | 0.65% | +2,352+8.4% | Added |
| Compass Ion Advisors, LLC | 29,077 | $1.52M | 0.19% | +29,077 | New |
| Forbes J M & Co LLP | 28,711 | $1.50M | 0.15% | 00.0% | Unchanged |
| Norden Group LLC | 28,156 | $1.47M | 0.17% | +15,793+127.7% | Added |
| Susquehanna International Group, LLP | 27,979 | $1.46M | 0.00% | +27,979 | New |
| Richard Bernstein Advisors LLC | 27,751 | $1.45M | 0.03% | −934−3.3% | Reduced |
| Valicenti Advisory Services Inc | 27,256 | $1.42M | 0.36% | −1,563−5.4% | Reduced |
| Citadel Advisors LLC | 26,518 | $1.38M | 0.00% | −88,761−77.0% | Reduced |
| Robinson Value Management, Ltd. | 26,363 | $1.37M | 0.89% | +3,457+15.1% | Added |
| Tocqueville Asset Management L.P. | 26,067 | $1.36M | 0.02% | 00.0% | Unchanged |
| PDS Planning, Inc | 26,033 | $1.36M | 0.12% | +14,855+132.9% | Added |
| Brown Miller Wealth Management, LLC | 25,689 | $1.34M | 0.52% | +177+0.7% | Added |
| Financial Network Wealth Advisors LLC | 25,602 | $1.33M | 1.10% | −1,565−5.8% | Reduced |
| Whittier Trust Co of Nevada Inc | 25,500 | $1.33M | 0.03% | 00.0% | Unchanged |
| Leading Edge Financial Planning LLC | 25,312 | $1.32M | 0.44% | −1,921−7.1% | Reduced |
| Qube Research & Technologies Ltd | 24,550 | $1.28M | 0.00% | +24,550 | New |
| Tokio Marine Asset Management Co Ltd | 23,100 | $1.20M | 0.05% | −7,400−24.3% | Reduced |
| Mattson Financial Services, LLC | 25,937 | $1.20M | 0.43% | −92−0.4% | Reduced |
| New England Private Wealth Advisors LLC | 22,863 | $1.19M | 0.19% | 00.0% | Unchanged |
| One Charles Private Wealth Services, LLC | 22,832 | $1.19M | 0.45% | −19,656−46.3% | Reduced |
| CI Private Wealth, LLC | 22,452 | $1.17M | 0.00% | +14,578+185.1% | Added |
| Valtinson Bruner Financial Planning LLC | 22,199 | $1.16M | 0.40% | +2,222+11.1% | Added |
| Heritage Wealth Advisors | 22,083 | $1.15M | 0.05% | 00.0% | Unchanged |
| Prudential Financial Inc | 21,876 | $1.14M | 0.00% | +1,596+7.9% | Added |
| Hollencrest Capital Management | 21,860 | $1.14M | 0.05% | +20,800+1,962.3% | Added |
| Requisite Capital Management, LLC | 21,461 | $1.12M | 0.23% | 00.0% | Unchanged |
| Carret Asset Management, LLC | 21,331 | $1.11M | 0.12% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 21,227 | $1.11M | 0.00% | +277+1.3% | Added |
| Per Stirling Capital Management, LLC. | 20,914 | $1.09M | 0.15% | +6,234+42.5% | Added |
| Quartz Partners, LLC | 20,776 | $1.08M | 0.68% | +20,776 | New |
| Spire Wealth Management | 20,292 | $1.06M | 0.04% | +1,059+5.5% | Added |
| Total Investment Management Inc | 19,808 | $1.03M | 0.12% | 00.0% | Unchanged |
| Diligent Investors, LLC | 19,711 | $1.03M | 0.24% | −27−0.1% | Reduced |
| Two Sigma Securities, LLC | 19,190 | $1.00M | 0.08% | +7,054+58.1% | Added |
| Sargent Investment Group, LLC | 19,015 | $991.3K | 0.18% | −161−0.8% | Reduced |
| Green Harvest Asset Management LLC | 18,896 | $985.0K | 0.02% | +145+0.8% | Added |
| Thrive Capital Management, LLC | 18,876 | $984.0K | 0.46% | −2,053−9.8% | Reduced |
| SWMG, LLC | 19,058 | $972.0K | 0.40% | −4,847−20.3% | Reduced |
| Kendall Capital Management | 18,618 | $970.6K | 0.30% | −767−4.0% | Reduced |
| LWM Advisory Services, LLC | 21,351 | $968.4K | 0.72% | +21,351 | New |
| IHT Wealth Management, LLC | 18,505 | $964.8K | 0.03% | +3,740+25.3% | Added |
| Kestra Advisory Services, LLC | 18,430 | $960.8K | 0.01% | +2,094+12.8% | Added |
| Continuum Advisory, LLC | 18,033 | $917.0K | 0.12% | −1,734−8.8% | Reduced |
| Apella Capital, LLC | 17,313 | $912.0K | 0.04% | +3,021+21.1% | Added |
| Diversify Advisory Services, LLC | 16,668 | $907.9K | 0.05% | −598−3.5% | Reduced |
| Valmark Advisers, Inc. | 17,413 | $907.7K | 0.01% | +2,412+16.1% | Added |
| Paladin Wealth, LLC | 16,859 | $878.9K | 0.77% | +16,859 | New |
| Acorn Wealth Advisors, LLC | 16,810 | $876.3K | 0.38% | −2,833−14.4% | Reduced |
| AlphaStar Capital Management, LLC | 16,756 | $873.5K | 0.07% | +4,148+32.9% | Added |
| Diversify Wealth Management, LLC | 15,778 | $849.2K | 0.08% | −3,133−16.6% | Reduced |
| Merkkuri Wealth Advisors LLC | 16,032 | $835.7K | 0.68% | +1,806+12.7% | Added |
| HRT Financial LP | 15,964 | $832.0K | 0.00% | +15,964 | New |
| We Are One Seven, LLC | 15,755 | $821.3K | 0.04% | −6,415−28.9% | Reduced |
| Brown Advisory Inc | 15,659 | $816.3K | 0.00% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 15,567 | $811.5K | 0.02% | +15,567 | New |
| Headlands Technologies LLC | 15,289 | $797.0K | 0.09% | +4,595+43.0% | Added |
| Myecfo, LLC | 15,205 | $792.6K | 0.43% | +2,330+18.1% | Added |
| Caldwell Trust Co | 15,027 | $783.4K | 0.08% | +50+0.3% | Added |
| Strategic Blueprint, LLC | 14,992 | $781.5K | 0.05% | −114−0.8% | Reduced |
| Central Trust Co | 14,935 | $778.6K | 0.02% | +197+1.3% | Added |
| SeaCrest Wealth Management, LLC | 14,769 | $769.9K | 0.08% | −4,347−22.7% | Reduced |
| Auour Investments LLC | 13,903 | $763.8K | 0.27% | −1,933−12.2% | Reduced |
| Formidable Asset Management, LLC | 14,545 | $758.2K | 0.12% | −719−4.7% | Reduced |
| Kingsview Wealth Management, LLC | 14,509 | $756.4K | 0.02% | −497−3.3% | Reduced |
| Pathway Financial Advisors LLC | 14,409 | $751.1K | 0.19% | 00.0% | Unchanged |
| SpiderRock Advisors, LLC | 14,221 | $741.3K | 0.02% | +14,221 | New |
| JT Stratford LLC | 13,825 | $720.7K | 0.12% | +13,825 | New |
| Mitchell McLeod Pugh & Williams Inc | 13,685 | $713.4K | 0.15% | 00.0% | Unchanged |
| Breed's Hill Capital LLC | 13,617 | $709.9K | 0.58% | +13,617 | New |
| Washington Trust Co | 13,324 | $694.6K | 0.02% | 00.0% | Unchanged |
| Advisor Resource Council | 13,240 | $690.2K | 0.31% | +13,240 | New |
| Perigon Wealth Management, LLC | 13,162 | $686.1K | 0.02% | +13,162 | New |
| BlackDiamond Wealth Management Inc. | 13,195 | $679.8K | 0.41% | +13,195 | New |
| Destiny Capital Corp | 12,502 | $678.1K | 0.42% | −291−2.3% | Reduced |
| Johnson Financial Group, Inc. | 12,830 | $668.8K | 0.03% | +12,830 | New |
| WCG Wealth Advisors LLC | 12,782 | $666.0K | 0.04% | +686+5.7% | Added |
| Johnson Investment Counsel Inc | 12,674 | $660.7K | 0.01% | +12,674 | New |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 12,460 | $649.5K | 0.11% | +12,460 | New |
| Carmichael Hill & Associates, Inc. | 12,262 | $639.2K | 0.24% | +1,245+11.3% | Added |
| Clearstead Advisors, LLC | 12,089 | $630.2K | 0.01% | +145+1.2% | Added |
| Vista Wealth Management Group, LLC | 12,000 | $625.6K | 0.04% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 11,725 | $611.2K | 0.02% | +1,281+12.3% | Added |
| KPP Advisory Services LLC | 11,704 | $610.1K | 0.15% | +11,704 | New |
| Etesian Wealth Advisors, Inc. | 11,695 | $609.7K | 0.28% | +11,695 | New |
| Confluence Wealth Services, Inc. | 11,673 | $608.5K | 0.04% | −21,488−64.8% | Reduced |