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 |
|---|---|---|---|---|---|
| Householder Group Estate & Retirement Specialist, LLC | 1,388 | $72.0K | 0.02% | −857−38.2% | Reduced |
| CWM, LLC | 1,328 | $69.0K | 0.00% | +165+14.2% | Added |
| Caitlin John, LLC | 1,343 | $68.5K | 0.04% | +182+15.7% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 1,097 | $67.8K | 0.00% | +1,097 | New |
| First Horizon Advisors, Inc. | 1,256 | $65.5K | 0.00% | +1,256 | New |
| Barrett & Company, Inc. | 1,020 | $53.2K | 0.02% | +1,020 | New |
| NBT Bank N A | 897 | $46.8K | 0.00% | +897 | New |
| Sound Income Strategies, LLC | 880 | $45.9K | 0.00% | −401−31.3% | Reduced |
| Northwest Capital Management Inc | 850 | $44.3K | 0.02% | 00.0% | Unchanged |
| Key Financial Inc | 837 | $43.6K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 825 | $43.0K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 662 | $34.5K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 628 | $32.7K | 0.00% | +628 | New |
| Coppell Advisory Solutions LLC | 586 | $30.8K | 0.00% | +586 | New |
| HBC Financial Services, PLLC | 511 | $28.0K | 0.02% | 00.0% | Unchanged |
| Wintrust Investments LLC | 546 | $28.0K | 0.02% | +546 | New |
| Smartleaf Asset Management LLC | 532 | $28.0K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 449 | $23.4K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 427 | $22.3K | 0.00% | +15+3.6% | Added |
| Financial Management Professionals, Inc. | 420 | $22.0K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 364 | $19.0K | 0.00% | +65+21.7% | Added |
| MCF Advisors LLC | 330 | $17.2K | 0.00% | −64−16.2% | Reduced |
| Geneos Wealth Management Inc. | 303 | $15.8K | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 300 | $15.6K | 0.01% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 236 | $12.3K | 0.00% | +236 | New |
| Main Street Group, LTD | 227 | $11.8K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 217 | $11.3K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 202 | $10.5K | 0.02% | +202 | New |
| Salem Investment Counselors Inc | 200 | $10.4K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 174 | $9.07K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 178 | $9.00K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 157 | $8.18K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 155 | $8.08K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 154 | $8.03K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 154 | $8.03K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 140 | $7.30K | 0.00% | −39−21.8% | Reduced |
| Pacifica Partners Inc. | 140 | $7.30K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 136 | $7.09K | 0.00% | +136 | New |
| AdvisorNet Financial, Inc | 104 | $5.42K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 100 | $5.21K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 99 | $5.16K | 0.00% | −7−6.6% | Reduced |
| Tower Research Capital LLC (TRC) | 99 | $5.16K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 98 | $5.11K | 0.00% | 00.0% | Unchanged |
| Deane Retirement Strategies, Inc. | 94 | $4.90K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 82 | $4.28K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 76 | $3.96K | 0.00% | −100−56.8% | Reduced |
| Macroview Investment Management LLC | 66 | $3.44K | 0.00% | +41+164.0% | Added |
| Valued Wealth Advisors LLC | 61 | $3.18K | 0.00% | 00.0% | Unchanged |
| Spectrum Wealth Counsel, LLC | 60 | $3.13K | 0.00% | +60 | New |
| Creekmur Asset Management LLC | 50 | $2.61K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 49 | $2.00K | 0.00% | +49 | New |
| Raleigh Capital Management Inc. | 33 | $1.72K | 0.00% | +33 | New |
| Webster Bank, N. A. | 32 | $1.67K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 31 | $1.62K | 0.00% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 27 | $1.42K | 0.00% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 25 | $1.30K | 0.00% | +25 | New |
| Brown, Lisle/Cummings, Inc. | 23 | $1.20K | 0.00% | 00.0% | Unchanged |
| Clarity Asset Management, Inc. | 20 | $1.04K | 0.00% | +20 | New |
| Covestor Ltd | 19 | $1.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 14 | $730 | 0.00% | +14 | New |
| Fifth Third Bancorp | 12 | $626 | 0.00% | +12 | New |
| Glen Eagle Advisors, LLC | 11 | $573 | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 10 | $521 | 0.00% | +10 | New |
| Truvestments Capital LLC | 5 | $261 | 0.00% | +5 | New |
| American Capital Advisory, LLC | 4 | $209 | 0.00% | +4 | New |
| Cetera Investment Advisers | 0 | $0 | 0.00% | −257,123−100.0% | Sold out |
| New York State Common Retirement Fund | 0 | $0 | 0.00% | −248,265−100.0% | Sold out |
| Sanctuary Advisors, LLC | 0 | $0 | 0.00% | −87,188−100.0% | Sold out |
| NDVR, Inc. | 0 | $0 | 0.00% | −82,736−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −78,812−100.0% | Sold out |
| Horizon Financial Services, LLC | 0 | $0 | 0.00% | −53,505−100.0% | Sold out |
| Vicus Capital | 0 | $0 | 0.00% | −43,237−100.0% | Sold out |
| Scotia Capital Inc. | 0 | $0 | 0.00% | −42,901−100.0% | Sold out |
| Principal Financial Group Inc | 0 | $0 | 0.00% | −38,680−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −20,148−100.0% | Sold out |
| Balentine LLC | 0 | $0 | 0.00% | −18,289−100.0% | Sold out |
| Empower Advisory Group, LLC | 0 | $0 | 0.00% | −5,144−100.0% | Sold out |
| Flputnam Investment Management Co | 0 | $0 | 0.00% | −4,578−100.0% | Sold out |
| Triad Wealth Partners, LLC | 0 | $0 | 0.00% | −3,104−100.0% | Sold out |
| Mizuho Bank, Ltd. | 0 | $0 | 0.00% | −2,400,000−100.0% | Sold out |
| Fortitude Family Office, LLC | 0 | $0 | 0.00% | −2,325−100.0% | Sold out |
| Castleview Partners, LLC | 0 | $0 | 0.00% | −2,196−100.0% | Sold out |
| Ashton Thomas Private Wealth, LLC | 0 | $0 | 0.00% | −2,076−100.0% | Sold out |
| RFP Financial Group LLC | 0 | $0 | 0.00% | −1,583−100.0% | Sold out |
| Family Firm, Inc. | 0 | $0 | 0.00% | −684−100.0% | Sold out |
| Hantz Financial Services, Inc. | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| GPS Wealth Strategies Group, LLC | 0 | $0 | 0.00% | −335−100.0% | Sold out |
| Addison Advisors LLC | 0 | $0 | 0.00% | −181−100.0% | Sold out |
| Kozak & Associates, Inc. | 0 | $0 | 0.00% | −35−100.0% | Sold out |
| Benjamin F. Edwards & Company, Inc. | – | – | – | – | Not filed |
| Abbrea Capital, LLC | – | – | – | – | Not filed |