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, Q4 2024
Institutional positions in World Gold Trust as of Dec 31, 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
- 541
- +82 vs. Q3 2024
- Shares held
- 112.4M
- −742.3K (−0.7%) vs. Q3 2024
- Total value
- $5.85B
- −$59.3M (−1.0%) vs. Q3 2024
- New holders
- 117
- 186 more added
- Sold out
- 35
- 157 more reduced
6 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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 | 878 | $13.9B |
| Q3 2025 | 754 | $11.8B |
| Q2 2025 | 702 | $9.26B |
| Q1 2025 | 618 | $8.05B |
| Q4 2024 | 541 | $5.85B |
| Q3 2024 | 465 | $5.95B |
| Q2 2024 | 406 | $4.21B |
| Q1 2024 | 375 | $4.84B |
| Q4 2023 | 374 | $4.09B |
| Q3 2023 | 345 | $3.52B |
| Q2 2023 | 334 | $4.12B |
| Q1 2023 | 319 | $3.95B |
| Q4 2022 | 275 | $3.67B |
| Q3 2022 | 255 | $2.88B |
| Q2 2022 | 274 | $3.11B |
| Q1 2022 | 240 | $2.55B |
| Q4 2021 | 258 | $2.86B |
| Q3 2021 | 235 | $2.75B |
| Q2 2021 | 239 | $2.81B |
| Q1 2021 | 227 | $2.69B |
Institutions, Q4 2024
Shares, value and share of portfolio for each institution holding World Gold Trust; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sumitomo Mitsui Trust Holdings, Inc. | 13,000,000 | $675.9M | 0.46% | −800,000−5.8% | Reduced |
| Morgan Stanley | 7,014,152 | $364.7M | 0.03% | +385,265+5.8% | Added |
| Evoke Wealth, LLC | 6,604,327 | $343.4M | 9.56% | +47,341+0.7% | Added |
| Cassaday & Co Wealth Management LLC | 5,744,426 | $298.7M | 8.15% | +106,433+1.9% | Added |
| Bank of America Corp | 4,683,654 | $243.5M | 0.02% | +843,194+22.0% | Added |
| Asset Management One Co.,Ltd. | 3,742,777 | $193.9M | 0.67% | −274,652−6.8% | Reduced |
| UBS Group AG | 3,562,518 | $185.2M | 0.04% | +74,222+2.1% | Added |
| State Street Corp | 3,062,838 | $159.2M | 0.01% | −164,118−5.1% | Reduced |
| LPL Financial LLC | 2,196,980 | $114.2M | 0.05% | +422,213+23.8% | Added |
| Ameriprise Financial Inc | 2,092,817 | $108.8M | 0.03% | +228,317+12.2% | Added |
| Stifel Financial Corp | 2,070,717 | $107.7M | 0.11% | −70,343−3.3% | Reduced |
| 3EDGE Asset Management, LP | 1,935,854 | $100.6M | 6.21% | −1,904,644−49.6% | Reduced |
| Principal Financial Group Inc | 1,757,205 | $91.4M | 0.05% | +1,757,205 | New |
| Strategic Financial Services, Inc, | 1,621,215 | $84.3M | 5.03% | −12,468−0.8% | Reduced |
| Benjamin Edwards Inc | 1,375,700 | $71.5M | 1.02% | −57,015−4.0% | Reduced |
| Toroso Investments, LLC | 1,322,501 | $68.8M | 0.56% | −231,276−14.9% | Reduced |
| Greenline Partners, LLC | 1,302,178 | $67.7M | 9.48% | −169,477−11.5% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 1,298,460 | $67.5M | 0.69% | +133,100+11.4% | Added |
| Cohen & Steers, Inc. | 1,277,264 | $66.4M | 0.13% | −21,345−1.6% | Reduced |
| Hollow Brook Wealth Management LLC | 1,172,215 | $60.9M | 18.72% | +10,080+0.9% | Added |
| Congress Wealth Management LLC | 1,124,194 | $58.4M | 0.80% | −21,069−1.8% | Reduced |
| Wells Fargo & Company | 1,121,616 | $58.3M | 0.01% | +76,795+7.4% | Added |
| Bank of New York Mellon Corp | 1,037,478 | $53.9M | 0.01% | −60,496−5.5% | Reduced |
| SEI Investments Co | 1,026,038 | $53.3M | 0.07% | +111,265+12.2% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 980,776 | $51.0M | 0.11% | −34,717−3.4% | Reduced |
| HighTower Advisors, LLC | 927,764 | $48.2M | 0.07% | −6,313−0.7% | Reduced |
| Gradient Investments LLC | 918,918 | $47.8M | 0.97% | +18,335+2.0% | Added |
| Great Valley Advisor Group, Inc. | 918,112 | $47.7M | 1.07% | +43,966+5.0% | Added |
| Envestnet Asset Management Inc | 908,877 | $47.3M | 0.02% | +58,765+6.9% | Added |
| Richard C. Young & CO., LTD. | 875,132 | $45.5M | 4.96% | +776+0.1% | Added |
| Raymond James Financial Inc | 840,500 | $43.7M | 0.02% | +840,500 | New |
| Cerity Partners LLC | 836,605 | $43.5M | 0.09% | +13,420+1.6% | Added |
| Royal Bank of Canada | 767,737 | $39.9M | 0.01% | −39,741−4.9% | Reduced |
| American Investment Services, Inc. | 731,403 | $38.0M | 6.73% | −25,556−3.4% | Reduced |
| Nepc LLC | 729,530 | $37.9M | 1.02% | +156,460+27.3% | Added |
| JPMorgan Chase & Co | 728,424 | $37.9M | 0.00% | +374,552+105.8% | Added |
| Manufacturers Life Insurance Company, The | 673,779 | $35.0M | 0.03% | −14,239−2.1% | Reduced |
| Van Eck Associates Corp | 665,936 | $34.6M | 0.04% | +5,943+0.9% | Added |
| Capital Planning Advisors, LLC | 649,170 | $33.8M | 5.21% | −56,740−8.0% | Reduced |
| Confluence Investment Management LLC | 627,966 | $32.6M | 0.45% | +6,010+1.0% | Added |
| MBL Wealth, LLC | 579,391 | $30.1M | 3.02% | +2,021+0.4% | Added |
| Resona Asset Management Co.,Ltd. | 579,100 | $30.0M | 0.18% | +121,400+26.5% | Added |
| Equitable Holdings, Inc. | 559,372 | $29.1M | 0.28% | +57,850+11.5% | Added |
| Burt Wealth Advisors | 549,192 | $28.6M | 7.25% | −5,303−1.0% | Reduced |
| SNS Financial Group, LLC | 495,892 | $25.8M | 2.65% | −7,444−1.5% | Reduced |
| Goldman Sachs Group Inc | 494,683 | $25.7M | 0.00% | −11,307−2.2% | Reduced |
| TownSquare Capital, LLC | 493,517 | $25.7M | 0.29% | −186,313−27.4% | Reduced |
| Baird Financial Group, Inc. | 473,843 | $24.6M | 0.05% | +29,446+6.6% | Added |
| Assetmark, Inc | 473,100 | $24.6M | 0.07% | −11,399−2.4% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 454,659 | $23.6M | 0.68% | +2,213+0.5% | Added |
| Advisor Group Holdings, Inc. | 440,752 | $22.9M | 0.05% | +24,018+5.8% | Added |
| Sentinel Pension Advisors Inc | 432,786 | $22.5M | 4.17% | +7,499+1.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 393,194 | $20.4M | 0.07% | −128,663−24.7% | Reduced |
| Rockefeller Capital Management L.P. | 378,786 | $19.7M | 0.05% | +40,045+11.8% | Added |
| Bangor Savings Bank | 369,359 | $19.2M | 1.80% | +21,056+6.0% | Added |
| Parcion Private Wealth LLC | 351,765 | $18.3M | 1.40% | +23,124+7.0% | Added |
| Evernest Financial Advisors, LLC | 343,392 | $17.9M | 4.63% | +45,703+15.4% | Added |
| Brandywine Oak Private Wealth LLC | 334,178 | $17.4M | 1.70% | −18,096−5.1% | Reduced |
| Private Advisor Group, LLC | 315,620 | $16.4M | 0.09% | +13,934+4.6% | Added |
| Nottingham Advisors, Inc. | 314,793 | $16.4M | 2.08% | −24,913−7.3% | Reduced |
| US Bancorp | 304,131 | $15.8M | 0.02% | +88,963+41.3% | Added |
| Fullerton Fund Management Co Ltd. | 302,199 | $15.7M | 0.55% | −4,286−1.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 288,771 | $15.0M | 0.01% | +61,275+26.9% | Added |
| NavPoint Financial, Inc. | 283,289 | $14.7M | 11.65% | −15,240−5.1% | Reduced |
| Miracle Mile Advisors, LLC | 280,792 | $14.6M | 0.30% | −19,431−6.5% | Reduced |
| Austin Wealth Management, LLC | 258,313 | $13.8M | 2.87% | +9,625+3.9% | Added |
| SBI Securities Co., Ltd. | 263,998 | $13.7M | 0.42% | +263,998 | New |
| Deutsche Bank AG | 255,382 | $13.3M | 0.01% | +5,382+2.2% | Added |
| Wealth Enhancement Advisory Services, LLC | 245,150 | $12.7M | 0.02% | −7,944−3.1% | Reduced |
| Coco Enterprises, LLC | 237,864 | $12.5M | 7.55% | −420.0% | Reduced |
| Keudell/Morrison Wealth Management | 239,947 | $12.5M | 3.25% | −1,651−0.7% | Reduced |
| Warren Street Wealth Advisors, LLC | 233,960 | $12.2M | 4.99% | +3,649+1.6% | Added |
| Peak Financial Advisors LLC | 225,780 | $11.7M | 6.11% | −802−0.4% | Reduced |
| Timber Creek Capital Management LLC | 223,331 | $11.6M | 3.35% | +1,937+0.9% | Added |
| Gould Asset Management LLC | 215,922 | $11.2M | 2.36% | +19,875+10.1% | Added |
| CoreCap Advisors, LLC | 185,631 | $9.65M | 0.44% | +4,965+2.7% | Added |
| Farther Finance Advisors, LLC | 179,995 | $9.36M | 0.34% | +73,635+69.2% | Added |
| China Universal Asset Management Co., Ltd. | 179,200 | $9.32M | 0.87% | +85,000+90.2% | Added |
| Wiley Bros.-Aintree Capital, LLC | 176,103 | $9.26M | 0.11% | +88,225+100.4% | Added |
| R. W. Roge & Company, Inc. | 172,334 | $8.96M | 4.83% | −6,097−3.4% | Reduced |
| Alaska Permanent Fund Corp | 171,000 | $8.89M | 0.13% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 170,300 | $8.85M | 0.03% | −166,900−49.5% | Reduced |
| Encompass More Asset Management | 169,646 | $8.82M | 2.91% | +20,133+13.5% | Added |
| Harbor Investment Advisory, LLC | 169,050 | $8.79M | 0.82% | +4,777+2.9% | Added |
| Stratos Wealth Partners, LTD. | 165,620 | $8.61M | 0.12% | −6,946−4.0% | Reduced |
| Mariner, LLC | 160,562 | $8.35M | 0.01% | +73,231+83.9% | Added |
| Avid Wealth Partners LLC | 155,972 | $8.11M | 5.76% | −9,159−5.5% | Reduced |
| Sterling Investment Advisors, Ltd. | 152,904 | $7.95M | 1.93% | −2,224−1.4% | Reduced |
| Colony Group, LLC | 152,714 | $7.94M | 0.01% | +82,932+118.8% | Added |
| Medici Capital LLC | 152,540 | $7.93M | 10.22% | −402,700−72.5% | Reduced |
| MML Investors Services, LLC | 142,948 | $7.43M | 0.03% | +48,518+51.4% | Added |
| National Bank of Canada | 142,646 | $7.41M | 0.01% | +10,407+7.9% | Added |
| Commonwealth Equity Services, LLC | 141,729 | $7.37M | 0.01% | +12,055+9.3% | Added |
| AIFG Consultants Ltd. | 141,180 | $7.34M | 11.98% | −22,508−13.8% | Reduced |
| LWM Advisory Services, LLC | 137,106 | $7.13M | 4.96% | +115,755+542.2% | Added |
| Continuum Wealth Advisors, LLC | 136,234 | $7.08M | 3.58% | +7,241+5.6% | Added |
| Wealth Advisory Solutions, LLC | 136,027 | $7.07M | 1.98% | −4,718−3.4% | Reduced |
| Hudson Capital Management LLC | 134,491 | $6.99M | 2.17% | −8,761−6.1% | Reduced |
| Retirement Income Solutions, Inc | 133,659 | $6.95M | 1.40% | +349+0.3% | Added |
| WR Wealth Planners, LLC | 133,029 | $6.92M | 2.22% | +2,261+1.7% | Added |