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Livermore
Livermore
ZHEN

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.

Q4 2024 vs. Q3 2024

How the institutions holding World Gold Trust changed between Q3 2024 and Q4 2024.

All holders in Q4 2024All holders in Q3 2024

13F holders of GLDM: Q3 2024 compared with Q4 2024
MeasureQ3 2024Of which not filed for Q4 2024Q4 2024Change
Holders4656541+82
Shares113.9M855.8K112.4M−641.7K (−0.6%)
Value$5.94B$44.6M$5.84B−$54.0M (−0.9%)

6 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (117)

Institutions that held World Gold Trust at the end of Q4 2024 but not at the end of Q3 2024.

Showing the largest 100 of 117 by value.

Institutions new to GLDM in Q4 2024
InstitutionSharesValue% of portfolio
Principal Financial Group Inc1,757,205$91.4M0.05%
Raymond James Financial Inc840,500$43.7M0.02%
SBI Securities Co., Ltd.263,998$13.7M0.42%
Executive Wealth Management, LLC98,081$5.10M0.40%
Abound Financial, LLC83,415$4.34M2.20%
Janney Montgomery Scott LLC78,550$4.08M0.01%
Genesis Wealth Advisors, LLC73,022$3.80M3.31%
Austin Private Wealth, LLC72,737$3.78M0.35%
CFS Investment Advisory Services, LLC68,918$3.58M0.32%
NDVR, Inc.62,736$3.26M3.12%
GWN Securities Inc.59,110$3.24M0.87%
Luminist Capital LLC59,017$3.07M5.33%
Paul R. Ried Financial Group, LLC57,688$3.00M2.10%
Mercer Global Advisors Inc54,648$2.84M0.01%
Horst & Graben Wealth Management LLC51,705$2.69M0.48%
Entrewealth, LLC50,408$2.66M2.45%
Certior Financial Group, LLC50,026$2.60M2.31%
Transce3nd, LLC48,642$2.53M0.86%
Integrity Alliance, LLC.45,410$2.36M0.26%
Salus Financial Advisors, LLC43,709$2.27M1.78%
Marex Group plc42,942$2.23M0.04%
One Wealth Advisors, LLC40,816$2.12M0.31%
UMA Financial Services, Inc.40,012$2.08M0.35%
Peak Retirement Planning, Inc.37,670$1.99M1.34%
Scotia Capital Inc.37,812$1.97M0.01%
Bush Investment Group, LLC35,349$1.84M1.43%
Sovran Advisors, LLC34,222$1.81M0.26%
Courier Capital LLC32,463$1.69M0.12%
Aspetuck Financial Management LLC28,114$1.46M1.14%
Advyzon Investment Management, LLC22,473$1.17M0.45%
Bravias Capital Group, LLC20,926$1.16M0.94%
Detalus Advisors, LLC22,096$1.15M0.38%
BlackRock, Inc.21,053$1.09M0.00%
Castleview Partners, LLC19,171$1.01M0.54%
MAI Capital Management18,809$977.9K0.01%
Kickstand Ventures, LLC.18,597$966.9K0.25%
Magnolia Private Wealth, LLC17,918$931.6K0.83%
Mayflower Financial Advisors, LLC17,524$911.1K0.14%
Focus Financial Network, Inc.17,502$909.9K0.04%
Tableaux LLC17,342$901.6K0.75%
Copia Wealth Management16,470$856.3K0.81%
Ashton Thomas Private Wealth, LLC15,568$809.4K0.03%
Vertex Planning Partners, LLC15,421$801.7K0.18%
Ameritas Advisory Services, LLC15,273$794.0K0.03%
PFG Advisors14,591$758.6K0.05%
Eagle Global Advisors LLC14,500$753.9K0.03%
Maia Wealth LLC12,701$689.9K0.15%
Kaufman Rossin Wealth, LLC13,150$683.7K0.70%
Spectrum Planning & Advisory Services Inc.13,026$677.2K0.59%
Tradition Wealth Management, LLC12,876$669.4K0.06%
AQR Capital Management LLC12,618$656.0K0.00%
Atomi Financial Group, Inc.12,129$630.6K0.03%
MSH Capital Advisors LLC12,020$624.9K0.20%
Relyea Zuckerberg Hanson LLC11,180$581.2K0.08%
U.S. Capital Wealth Advisors, LLC10,881$565.7K0.02%
Marshall & Sterling Wealth Advisors Inc.10,681$555.3K0.38%
4WEALTH Advisors, Inc.10,258$533.3K0.55%
Theory Financial LLC9,442$490.9K0.21%
Apeiron RIA LLC9,317$484.4K0.14%
IFG Advisors, LLC9,001$468.0K0.09%
Perennial Investment Advisors, LLC8,923$463.9K0.05%
Lifelong Wealth Advisors, Inc.8,322$432.7K0.19%
Crews Bank & Trust8,275$430.2K0.07%
Wealthcare Capital Partners, LLC8,252$429.0K0.22%
Independent Financial Group, LLC7,699$400.3K0.01%
Nova Wealth Management, Inc.7,511$390.5K0.34%
My Legacy Advisors, LLC7,053$376.8K0.15%
YHB Investment Advisors, Inc.6,950$361.3K0.03%
Compass Financial Services Inc6,828$355.0K0.20%
Vermillion Wealth Management, Inc.6,512$338.6K0.17%
WealthPLAN Partners, LLC6,484$337.1K0.05%
Western Wealth Management, LLC6,389$332.2K0.02%
AMG National Trust Bank6,340$327.5K0.01%
Global View Capital Management LLC5,705$300.6K0.11%
Blackston Financial Advisory Group, LLC5,720$297.4K0.15%
Avidian Wealth Solutions, LLC5,502$286.0K0.01%
Patriot Financial Group Insurance Agency, LLC5,393$280.4K0.04%
Signal Advisors Wealth, LLC5,354$278.4K0.03%
N.E.W. Advisory Services LLC4,937$256.7K0.02%
United Asset Strategies, Inc.4,836$251.4K0.02%
Entruity Wealth, LLC4,830$251.1K0.25%
Comprehensive Money Management Services LLC4,579$238.1K0.20%
High Falls Advisors, Inc4,403$228.9K0.05%
Centaurus Financial, Inc.4,339$226.0K0.01%
Clear Creek Financial Management, LLC4,340$225.6K0.02%
Firethorn Wealth Partners, LLC4,273$222.2K0.11%
Sutton Place Investors LLC4,144$215.4K0.12%
RDA Financial Network4,059$211.0K0.06%
Gen-Wealth Partners Inc2,938$152.7K0.07%
Capital A Wealth Management, LLC2,420$125.8K0.21%
WealthTrak Capital Management LLC2,273$118.2K0.10%
Semmax Financial Advisors Inc.2,030$117.8K0.03%
Rosenberg Matthew Hamilton2,044$106.3K0.03%
Stonebridge Financial Group, LLC1,721$89.5K0.01%
FWL Investment Management, LLC1,600$83.2K0.03%
Ancora Advisors, LLC1,517$78.9K0.00%
GPS Wealth Strategies Group, LLC1,350$70.2K0.01%
Van Hulzen Asset Management, LLC1,067$55.5K0.00%
First Community Trust NA835$43.4K0.03%
Richards, Merrill & Peterson, Inc.800$41.6K0.02%

Sold out (35)

Institutions that held World Gold Trust at the end of Q3 2024 and filed for Q4 2024 without it.

Institutions that sold out of GLDM in Q4 2024
InstitutionShares, Q3 2024Value, Q3 2024
Quadrature Capital Ltd1,624,903$84.7M
Main Street Financial Solutions, LLC102,602$5.35M
Q3 Asset Management100,761$5.25M
Jane Street Group, LLC70,388$3.67M
Capstone Wealth Management Group, LLC59,177$3.08M
Flow Traders U.S. LLC52,361$2.73M
Financial Sense Advisors, Inc.50,620$2.64M
Virtu Financial LLC32,184$1.68M
Susquehanna International Group, LLP27,979$1.46M
Financial Network Wealth Advisors LLC25,602$1.33M
Qube Research & Technologies Ltd24,550$1.28M
Prudential Financial Inc21,876$1.14M
Two Sigma Securities, LLC19,190$1.00M
AlphaStar Capital Management, LLC16,756$873.5K
HRT Financial LP15,964$832.0K
We Are One Seven, LLC15,755$821.3K
Advisor Resource Council13,240$690.2K
Johnson Investment Counsel Inc12,674$660.7K
Confluence Wealth Services, Inc.11,673$608.5K
Autumn Glory Partners, LLC8,000$417.0K
First Heartland Consultants, Inc.5,479$286.0K
Insigneo Advisory Services, LLC4,467$232.9K
Secure Asset Management, LLC4,099$213.7K
Motiv8 Investments LLC4,007$208.9K
Jaffetilchin Investment Partners, LLC2,118$110.4K
Coppell Advisory Solutions LLC586$30.8K
Wintrust Investments LLC546$28.0K
Mowery & Schoenfeld Wealth Management, LLC202$10.5K
Aspire Private Capital, LLC174$9.07K
NBC Securities, Inc.178$9.00K
Pinnacle Bancorp, Inc.99$5.16K
Macroview Investment Management LLC66$3.44K
Clarity Asset Management, Inc.20$1.04K
Fifth Third Bancorp12$626
Truvestments Capital LLC5$261

Not filed for Q4 2024 yet (6)

Institutions that held World Gold Trust at the end of Q3 2024 and haven't filed a 13F for Q4 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding GLDM in Q3 2024 that haven't filed for Q4 2024
InstitutionShares, Q3 2024Value, Q3 2024
Raymond James Financial Services Advisors, Inc.493,386$25.7M
Raymond James & Associates299,160$15.6M
WFA of San Diego, LLC36,501$1.90M
SpiderRock Advisors, LLC14,221$741.3K
Carmichael Hill & Associates, Inc.12,262$639.2K
VitalStone Financial, LLC300$15.6K