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
- −641.7K (−0.6%) vs. Q3 2024
- Total value
- $5.84B
- −$54.0M (−0.9%) 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 | 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, 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 |
|---|---|---|---|---|---|
| Redwood Park Advisors LLC | 2 | $104 | 0.00% | +2 | New |
| American Capital Advisory, LLC | 4 | $208 | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 4 | $208 | 0.00% | +4 | New |
| Parallel Advisors, LLC | 7 | $364 | 0.00% | −7−50.0% | Reduced |
| Tompkins Financial Corp | 10 | $520 | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 11 | $572 | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 15 | $780 | 0.00% | +15 | New |
| Covestor Ltd | 20 | $1.00K | 0.00% | +1+5.3% | Added |
| Brown, Lisle/Cummings, Inc. | 23 | $1.20K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 25 | $1.30K | 0.00% | −3,951−99.4% | Reduced |
| Oarsman Capital, Inc. | 25 | $1.30K | 0.00% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 27 | $1.40K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 29 | $1.51K | 0.00% | −1,889,938−100.0% | Reduced |
| Webster Bank, N. A. | 32 | $1.66K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 33 | $1.72K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 34 | $1.77K | 0.00% | +34 | New |
| Ogorek Anthony Joseph | 49 | $2.00K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 50 | $2.60K | 0.00% | 00.0% | Unchanged |
| Spectrum Wealth Counsel, LLC | 60 | $3.12K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 61 | $3.17K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 75 | $3.90K | 0.00% | +75 | New |
| First Financial Corp | 76 | $3.95K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 79 | $4.11K | 0.00% | +79 | New |
| Sandy Spring Bank | 82 | $4.26K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 90 | $4.68K | 0.00% | +90 | New |
| Sunbelt Securities, Inc. | 98 | $5.06K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 99 | $5.15K | 0.00% | 00.0% | Unchanged |
| Innovative Advisory Group, LLC | 100 | $5.20K | 0.00% | +100 | New |
| Whittier Trust Co | 101 | $5.25K | 0.00% | −35−25.7% | Reduced |
| AdvisorNet Financial, Inc | 104 | $5.41K | 0.00% | 00.0% | Unchanged |
| Deane Retirement Strategies, Inc. | 107 | $5.56K | 0.00% | +13+13.8% | Added |
| Signaturefd, LLC | 125 | $6.50K | 0.00% | +25+25.0% | Added |
| Accredited Wealth Management, LLC | 125 | $6.50K | 0.01% | +125 | New |
| Pacifica Partners Inc. | 140 | $7.38K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 154 | $8.01K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 155 | $8.06K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 158 | $8.21K | 0.00% | −172−52.1% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 169 | $8.79K | 0.00% | +138+445.2% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 182 | $9.00K | 0.01% | −1,206−86.9% | Reduced |
| Bogart Wealth, LLC | 174 | $9.05K | 0.00% | +20+13.0% | Added |
| Salem Investment Counselors Inc | 200 | $10.4K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 217 | $11.3K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 227 | $11.8K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 228 | $11.9K | 0.00% | +71+45.2% | Added |
| Park Square Financial Group, LLC | 232 | $12.1K | 0.01% | +232 | New |
| PSI Advisors, LLC | 233 | $12.1K | 0.00% | +233 | New |
| Bryn Mawr Trust Co | 236 | $12.3K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 246 | $12.8K | 0.00% | +246 | New |
| WFA Asset Management Corp | 287 | $14.9K | 0.01% | +287 | New |
| Minot DeBlois Advisors LLC | 288 | $15.0K | 0.01% | +288 | New |
| Geneos Wealth Management Inc. | 303 | $15.8K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 358 | $18.6K | 0.00% | +218+155.7% | Added |
| Carolinas Wealth Consulting LLC | 366 | $19.0K | 0.00% | +2+0.5% | Added |
| Financial Management Professionals, Inc. | 420 | $21.8K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 425 | $22.1K | 0.00% | +425 | New |
| Plante Moran Financial Advisors, LLC | 449 | $23.3K | 0.00% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 511 | $26.0K | 0.02% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 532 | $27.5K | 0.00% | 00.0% | Unchanged |
| FLP Wealth Management, LLC | 554 | $28.8K | 0.07% | +554 | New |
| Trust Co of Vermont | 628 | $32.6K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 662 | $34.4K | 0.00% | 00.0% | Unchanged |
| Studio Investment Management LLC | 700 | $36.4K | 0.01% | +700 | New |
| Richards, Merrill & Peterson, Inc. | 800 | $41.6K | 0.02% | +800 | New |
| Rothschild Investment LLC | 825 | $42.9K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 835 | $43.4K | 0.03% | +835 | New |
| Key Financial Inc | 837 | $43.5K | 0.01% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 850 | $44.2K | 0.02% | 00.0% | Unchanged |
| NBT Bank N A | 897 | $46.6K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 905 | $47.1K | 0.00% | +25+2.8% | Added |
| Barrett & Company, Inc. | 1,020 | $53.0K | 0.02% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 1,067 | $55.5K | 0.00% | +1,067 | New |
| Colonial Trust Co | 1,152 | $59.9K | 0.01% | −543−32.0% | Reduced |
| Caitlin John, LLC | 1,195 | $62.1K | 0.04% | −148−11.0% | Reduced |
| First Horizon Advisors, Inc. | 1,256 | $65.3K | 0.00% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 1,178 | $67.6K | 0.00% | +81+7.4% | Added |
| GPS Wealth Strategies Group, LLC | 1,350 | $70.2K | 0.01% | +1,350 | New |
| Glass Jacobson Investment Advisors llc | 1,429 | $74.3K | 0.02% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 1,459 | $75.9K | 0.02% | −36−2.4% | Reduced |
| Ancora Advisors, LLC | 1,517 | $78.9K | 0.00% | +1,517 | New |
| FWL Investment Management, LLC | 1,600 | $83.2K | 0.03% | +1,600 | New |
| Stonebridge Financial Group, LLC | 1,721 | $89.5K | 0.01% | +1,721 | New |
| BFSG, LLC | 1,877 | $97.6K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,898 | $98.7K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 1,908 | $99.0K | 0.00% | +580+43.7% | Added |
| Rosenberg Matthew Hamilton | 2,044 | $106.3K | 0.03% | +2,044 | New |
| Semmax Financial Advisors Inc. | 2,030 | $117.8K | 0.03% | +2,030 | New |
| WealthTrak Capital Management LLC | 2,273 | $118.2K | 0.10% | +2,273 | New |
| Laurel Wealth Advisors LLC | 2,368 | $123.1K | 0.02% | 00.0% | Unchanged |
| Capital A Wealth Management, LLC | 2,420 | $125.8K | 0.21% | +2,420 | New |
| The PNC Financial Services Group, Inc. | 2,428 | $126.2K | 0.00% | +2,001+468.6% | Added |
| Washington Trust Advisors, Inc. | 2,444 | $127.1K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 2,575 | $133.9K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 2,636 | $144.0K | 0.00% | +216+8.9% | Added |
| Federation des caisses Desjardins du Quebec | 2,835 | $147.4K | 0.00% | +137+5.1% | Added |
| Sanctuary Wealth Management, L.L.C. | 2,872 | $149.3K | 0.10% | +1,415+97.1% | Added |
| Gen-Wealth Partners Inc | 2,938 | $152.7K | 0.07% | +2,938 | New |
| Exchange Traded Concepts, LLC | 3,048 | $158.5K | 0.00% | −77−2.5% | Reduced |
| IFP Advisors, Inc | 3,492 | $181.5K | 0.01% | +98+2.9% | Added |
| Private Trust Co NA | 3,914 | $203.5K | 0.02% | −2,980−43.2% | Reduced |
| Mosaic Family Wealth Partners, LLC | 3,918 | $203.7K | 0.03% | −39−1.0% | Reduced |