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 |
|---|---|---|---|---|---|
| Gibbs Wealth Management | 11,564 | $602.8K | 0.20% | −1,093−8.6% | Reduced |
| Betterment LLC | 11,526 | $601.0K | 0.00% | −239−2.0% | Reduced |
| Michael B. Yongue | 11,473 | $598.1K | 0.48% | 00.0% | Unchanged |
| Weil Company, Inc. | 11,453 | $597.0K | 0.20% | −490−4.1% | Reduced |
| Choate Investment Advisors | 11,028 | $574.9K | 0.01% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 10,596 | $574.4K | 0.02% | +918+9.5% | Added |
| Sage Mountain Advisors LLC | 10,830 | $564.6K | 0.05% | 00.0% | Unchanged |
| Nwam LLC | 10,558 | $550.4K | 0.03% | +10,558 | New |
| Pecaut & Co. | 10,477 | $546.2K | 0.19% | +122+1.2% | Added |
| Laidlaw Wealth Management LLC | 10,238 | $533.7K | 0.26% | +226+2.3% | Added |
| Independent Advisor Alliance | 9,931 | $517.7K | 0.02% | +244+2.5% | Added |
| Capital Analysts, LLC | 9,759 | $509.0K | 0.02% | −245−2.4% | Reduced |
| Matrix Trust Co | 9,661 | $504.0K | 0.09% | +1,251+14.9% | Added |
| Regimen Wealth, LLC | 9,624 | $501.7K | 0.16% | +1,446+17.7% | Added |
| Capital Management Associates, Inc | 9,579 | $499.4K | 0.20% | +9,579 | New |
| Sovereign Financial Group, Inc. | 9,554 | $498.1K | 0.12% | +9,554 | New |
| Segment Wealth Management, LLC | 9,500 | $495.2K | 0.03% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 9,349 | $487.0K | 0.01% | −2,091−18.3% | Reduced |
| Verdence Capital Advisors LLC | 9,300 | $484.8K | 0.04% | +944+11.3% | Added |
| Middleton & Co Inc | 9,151 | $477.0K | 0.05% | 00.0% | Unchanged |
| Smith Anglin Financial, LLC | 9,103 | $474.5K | 0.05% | 00.0% | Unchanged |
| Sigma Planning Corp | 8,868 | $462.3K | 0.01% | +1,532+20.9% | Added |
| Envestnet Portfolio Solutions, Inc. | 8,837 | $460.7K | 0.00% | +2,407+37.4% | Added |
| HBW Advisory Services LLC | 8,778 | $457.6K | 0.07% | +8,778 | New |
| Signet Financial Management, LLC | 8,642 | $450.5K | 0.06% | +163+1.9% | Added |
| Financial Enhancement Group LLC | 11,399 | $450.1K | 0.09% | −89,768−88.7% | Reduced |
| Patten Group, Inc. | 8,195 | $427.2K | 0.09% | +212+2.7% | Added |
| Autumn Glory Partners, LLC | 8,000 | $417.0K | 0.16% | +8,000 | New |
| Oceanside Advisors LLC | 7,924 | $413.1K | 0.31% | +66+0.8% | Added |
| Harbour Investments, Inc. | 7,858 | $409.6K | 0.01% | −85−1.1% | Reduced |
| Denver Wealth Management, Inc. | 7,793 | $406.3K | 0.19% | 00.0% | Unchanged |
| Modern Wealth Management, LLC | 7,726 | $402.8K | 0.02% | +1,011+15.1% | Added |
| Principal Securities, Inc. | 7,437 | $387.7K | 0.01% | −370−4.7% | Reduced |
| DeDora Capital, Inc. | 7,428 | $387.2K | 0.11% | +969+15.0% | Added |
| FMR LLC | 7,425 | $387.1K | 0.00% | +2,480+50.2% | Added |
| Captrust Financial Advisors | 7,362 | $383.8K | 0.00% | +7,362 | New |
| Intrua Financial, LLC | 7,202 | $375.4K | 0.06% | 00.0% | Unchanged |
| Mather Group, LLC. | 7,194 | $375.0K | 0.00% | −7,340−50.5% | Reduced |
| Private Trust Co NA | 6,894 | $359.4K | 0.04% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 6,364 | $331.8K | 0.02% | −148−2.3% | Reduced |
| Lee Financial Co | 6,188 | $322.6K | 0.05% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 6,105 | $318.3K | 0.03% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 6,056 | $315.7K | 0.01% | 00.0% | Unchanged |
| McAdam, LLC | 6,036 | $314.7K | 0.02% | −30.0% | Reduced |
| Access Investment Management LLC | 6,020 | $313.8K | 0.10% | 00.0% | Unchanged |
| Birch Capital Management, LLC | 6,013 | $313.5K | 0.15% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 5,851 | $305.0K | 0.00% | −1,772−23.2% | Reduced |
| International Private Wealth Advisors LLC | 5,844 | $304.6K | 0.45% | −2,904−33.2% | Reduced |
| Appleton Partners Inc | 5,734 | $299.0K | 0.02% | −725−11.2% | Reduced |
| Heritage Investors Management Corp | 5,685 | $296.0K | 0.01% | 00.0% | Unchanged |
| ShoreHaven Wealth Partners, LLC | 5,602 | $292.0K | 0.14% | −968−14.7% | Reduced |
| First Heartland Consultants, Inc. | 5,479 | $286.0K | 0.03% | −614−10.1% | Reduced |
| Anchor Investment Management, LLC | 5,461 | $284.7K | 0.03% | −500−8.4% | Reduced |
| MONECO Advisors, LLC | 5,455 | $284.4K | 0.04% | +208+4.0% | Added |
| Integrated Wealth Concepts LLC | 5,310 | $276.8K | 0.00% | +832+18.6% | Added |
| HM Payson & Co | 5,250 | $273.7K | 0.00% | +5,250 | New |
| Adviser Investments LLC | 5,233 | $272.8K | 0.00% | +5,233 | New |
| Holistic Planning, LLC | 5,217 | $272.0K | 0.12% | +5,217 | New |
| Creative Financial Designs Inc | 4,777 | $249.0K | 0.02% | +4,777 | 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 |
| StoneX Group Inc. | 4,677 | $243.8K | 0.02% | +4,677 | New |
| Community Bank, N.A. | 4,532 | $236.2K | 0.03% | −127−2.7% | Reduced |
| AlTi Global, Inc. | 4,518 | $235.5K | 0.01% | 00.0% | Unchanged |
| Insigneo Advisory Services, LLC | 4,467 | $232.9K | 0.02% | +10.0% | Added |
| Eldridge Investment Advisors, Inc. | 4,434 | $231.0K | 0.05% | +4,434 | New |
| J.W. Cole Advisors, Inc. | 4,407 | $229.7K | 0.01% | +4,407 | New |
| Selective Wealth Management, Inc. | 4,368 | $227.0K | 0.09% | 00.0% | Unchanged |
| Redhawk Wealth Advisors, Inc. | 4,318 | $225.1K | 0.03% | +4,318 | New |
| EP Wealth Advisors, LLC | 4,245 | $221.3K | 0.00% | +4,245 | New |
| First National Trust Co | 4,240 | $221.0K | 0.01% | +4,240 | New |
| BKA Wealth Consulting, Inc. | 4,237 | $220.9K | 0.23% | +4,237 | New |
| Seven Post Investment Office LP | 4,235 | $220.8K | 0.03% | +4,235 | New |
| Advisory Services Network, LLC | 4,750 | $218.9K | 0.00% | 00.0% | Unchanged |
| Secure Asset Management, LLC | 4,099 | $213.7K | 0.04% | −242−5.6% | Reduced |
| Fiduciary Trust Co | 4,078 | $212.6K | 0.00% | +4,078 | New |
| Noesis Capital Mangement Corp | 4,044 | $210.8K | 0.04% | +4,044 | New |
| Motiv8 Investments LLC | 4,007 | $208.9K | 0.14% | +4,007 | New |
| Lido Advisors, LLC | 3,997 | $208.4K | 0.00% | −468−10.5% | Reduced |
| Cardiff Park Advisors, LLC | 3,987 | $207.8K | 0.02% | +3,987 | New |
| Bell Investment Advisors, Inc | 3,985 | $207.7K | 0.04% | 00.0% | Unchanged |
| Mosaic Family Wealth Partners, LLC | 3,957 | $206.3K | 0.03% | +3,957 | New |
| Fundamentun, LLC | 3,874 | $202.0K | 0.01% | +3,874 | New |
| IFP Advisors, Inc | 3,394 | $176.9K | 0.01% | −44,381−92.9% | Reduced |
| Nemes Rush Group LLC | 3,976 | $175.1K | 0.03% | +553+16.2% | Added |
| Exchange Traded Concepts, LLC | 3,125 | $162.9K | 0.00% | +210+7.2% | Added |
| Rakuten Securities, Inc. | 2,821 | $147.1K | 0.06% | +1,390+97.1% | Added |
| Federation des caisses Desjardins du Quebec | 2,698 | $140.6K | 0.00% | +20+0.7% | Added |
| Larson Financial Group LLC | 2,575 | $134.2K | 0.01% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 2,444 | $127.4K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 2,420 | $126.2K | 0.00% | −156−6.1% | Reduced |
| Laurel Wealth Advisors LLC | 2,368 | $123.4K | 0.02% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 2,118 | $110.4K | 0.01% | +2,118 | New |
| Indiana Trust & Investment Management CO | 2,000 | $104.3K | 0.04% | +2,000 | New |
| Parkside Financial Bank & Trust | 1,898 | $98.9K | 0.01% | +1,090+134.9% | Added |
| BFSG, LLC | 1,877 | $97.8K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Co | 1,695 | $88.8K | 0.01% | −82−4.6% | Reduced |
| Hartford Financial Management Inc. | 1,495 | $77.9K | 0.02% | −48−3.1% | Reduced |
| Sanctuary Wealth Management, L.L.C. | 1,457 | $76.0K | 0.05% | +1,457 | New |
| Glass Jacobson Investment Advisors llc | 1,429 | $74.5K | 0.02% | +1,429 | New |