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 |
|---|---|---|---|---|---|
| Lido Advisors, LLC | 3,920 | $203.8K | 0.00% | −77−1.9% | Reduced |
| Modern Wealth Management, LLC | 3,950 | $205.4K | 0.01% | −3,776−48.9% | Reduced |
| Bell Investment Advisors, Inc | 3,985 | $207.2K | 0.04% | 00.0% | Unchanged |
| Cardiff Park Advisors, LLC | 3,987 | $207.3K | 0.02% | 00.0% | Unchanged |
| Noesis Capital Mangement Corp | 4,044 | $210.2K | 0.04% | 00.0% | Unchanged |
| RDA Financial Network | 4,059 | $211.0K | 0.06% | +4,059 | New |
| Sutton Place Investors LLC | 4,144 | $215.4K | 0.12% | +4,144 | New |
| First National Trust Co | 4,188 | $217.7K | 0.01% | −52−1.2% | Reduced |
| BKA Wealth Consulting, Inc. | 4,237 | $220.3K | 0.22% | 00.0% | Unchanged |
| Firethorn Wealth Partners, LLC | 4,273 | $222.2K | 0.11% | +4,273 | New |
| Clear Creek Financial Management, LLC | 4,340 | $225.6K | 0.02% | +4,340 | New |
| Centaurus Financial, Inc. | 4,339 | $226.0K | 0.01% | +4,339 | New |
| Community Bank, N.A. | 4,377 | $227.6K | 0.03% | −155−3.4% | Reduced |
| High Falls Advisors, Inc | 4,403 | $228.9K | 0.05% | +4,403 | New |
| Perigon Wealth Management, LLC | 4,273 | $229.8K | 0.01% | −8,889−67.5% | Reduced |
| Eldridge Investment Advisors, Inc. | 4,434 | $231.0K | 0.05% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 4,368 | $231.6K | 0.09% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 4,472 | $232.5K | 0.01% | +65+1.5% | Added |
| Regimen Wealth, LLC | 4,485 | $233.2K | 0.08% | −5,139−53.4% | Reduced |
| Victory Capital Management Inc | 4,502 | $234.1K | 0.00% | −215−4.6% | Reduced |
| WestEnd Advisors, LLC | 4,502 | $234.1K | 0.01% | −215−4.6% | Reduced |
| AlTi Global, Inc. | 4,518 | $234.9K | 0.01% | 00.0% | Unchanged |
| Redhawk Wealth Advisors, Inc. | 4,550 | $236.6K | 0.03% | +232+5.4% | Added |
| Comprehensive Money Management Services LLC | 4,579 | $238.1K | 0.20% | +4,579 | New |
| EP Wealth Advisors, LLC | 4,614 | $239.9K | 0.00% | +369+8.7% | Added |
| Principal Securities, Inc. | 4,704 | $244.6K | 0.01% | −2,733−36.7% | Reduced |
| Matrix Trust Co | 4,756 | $247.0K | 0.04% | −4,905−50.8% | Reduced |
| Entruity Wealth, LLC | 4,830 | $251.1K | 0.25% | +4,830 | New |
| United Asset Strategies, Inc. | 4,836 | $251.4K | 0.02% | +4,836 | New |
| StoneX Group Inc. | 4,877 | $253.6K | 0.01% | +200+4.3% | Added |
| N.E.W. Advisory Services LLC | 4,937 | $256.7K | 0.02% | +4,937 | New |
| Pineridge Advisors LLC | 4,996 | $259.7K | 0.10% | −85,786−94.5% | Reduced |
| Integrated Wealth Concepts LLC | 5,037 | $261.9K | 0.00% | −273−5.1% | Reduced |
| Signal Advisors Wealth, LLC | 5,354 | $278.4K | 0.03% | +5,354 | New |
| Patriot Financial Group Insurance Agency, LLC | 5,393 | $280.4K | 0.04% | +5,393 | New |
| ShoreHaven Wealth Partners, LLC | 5,450 | $283.3K | 0.13% | −152−2.7% | Reduced |
| Anchor Investment Management, LLC | 5,461 | $283.9K | 0.03% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 5,502 | $286.0K | 0.01% | +5,502 | New |
| Appleton Partners Inc | 5,584 | $290.0K | 0.02% | −150−2.6% | Reduced |
| Strategic Blueprint, LLC | 5,579 | $290.1K | 0.02% | −9,413−62.8% | Reduced |
| Heritage Investors Management Corp | 5,685 | $296.0K | 0.01% | 00.0% | Unchanged |
| Blackston Financial Advisory Group, LLC | 5,720 | $297.4K | 0.15% | +5,720 | New |
| Global View Capital Management LLC | 5,705 | $300.6K | 0.11% | +5,705 | New |
| International Private Wealth Advisors LLC | 5,822 | $302.7K | 0.30% | −22−0.4% | Reduced |
| Birch Capital Management, LLC | 6,012 | $312.6K | 0.16% | −10.0% | Reduced |
| Access Investment Management LLC | 6,020 | $313.0K | 0.09% | 00.0% | Unchanged |
| McAdam, LLC | 6,036 | $313.8K | 0.02% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 6,364 | $315.6K | 0.02% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 6,105 | $317.4K | 0.03% | 00.0% | Unchanged |
| Lee Financial Co | 6,188 | $321.7K | 0.05% | 00.0% | Unchanged |
| Captrust Financial Advisors | 6,210 | $322.9K | 0.00% | −1,152−15.6% | Reduced |
| AMG National Trust Bank | 6,340 | $327.5K | 0.01% | +6,340 | New |
| Warren Averett Asset Management, LLC | 6,329 | $329.0K | 0.01% | +273+4.5% | Added |
| Western Wealth Management, LLC | 6,389 | $332.2K | 0.02% | +6,389 | New |
| WealthPLAN Partners, LLC | 6,484 | $337.1K | 0.05% | +6,484 | New |
| Gibbs Wealth Management | 6,485 | $337.2K | 0.09% | −5,079−43.9% | Reduced |
| Vermillion Wealth Management, Inc. | 6,512 | $338.6K | 0.17% | +6,512 | New |
| FMR LLC | 6,525 | $339.2K | 0.00% | −900−12.1% | Reduced |
| HBW Advisory Services LLC | 6,628 | $344.6K | 0.05% | −2,150−24.5% | Reduced |
| Compass Financial Services Inc | 6,828 | $355.0K | 0.20% | +6,828 | New |
| YHB Investment Advisors, Inc. | 6,950 | $361.3K | 0.03% | +6,950 | New |
| Intrua Financial, LLC | 7,202 | $374.4K | 0.06% | 00.0% | Unchanged |
| Capital Analysts, LLC | 7,211 | $375.0K | 0.02% | −2,548−26.1% | Reduced |
| My Legacy Advisors, LLC | 7,053 | $376.8K | 0.15% | +7,053 | New |
| Requisite Capital Management, LLC | 7,261 | $377.5K | 0.08% | −14,200−66.2% | Reduced |
| Fiduciary Trust Co | 7,366 | $383.0K | 0.01% | +3,288+80.6% | Added |
| Smith Anglin Financial, LLC | 7,480 | $388.9K | 0.04% | −1,623−17.8% | Reduced |
| Diversify Wealth Management, LLC | 7,262 | $390.0K | 0.03% | −8,516−54.0% | Reduced |
| Nova Wealth Management, Inc. | 7,511 | $390.5K | 0.34% | +7,511 | New |
| Advisors Capital Management, LLC | 7,596 | $394.9K | 0.01% | +1,745+29.8% | Added |
| Independent Financial Group, LLC | 7,699 | $400.3K | 0.01% | +7,699 | New |
| Mather Group, LLC. | 7,769 | $403.9K | 0.01% | +575+8.0% | Added |
| HM Payson & Co | 7,769 | $403.9K | 0.01% | +2,519+48.0% | Added |
| Denver Wealth Management, Inc. | 7,793 | $405.2K | 0.18% | 00.0% | Unchanged |
| DeDora Capital, Inc. | 7,842 | $407.7K | 0.11% | +414+5.6% | Added |
| Oceanside Advisors LLC | 7,851 | $408.2K | 0.30% | −73−0.9% | Reduced |
| Wealthcare Capital Partners, LLC | 8,252 | $429.0K | 0.22% | +8,252 | New |
| Spire Wealth Management | 8,264 | $429.6K | 0.01% | −12,028−59.3% | Reduced |
| Crews Bank & Trust | 8,275 | $430.2K | 0.07% | +8,275 | New |
| Lifelong Wealth Advisors, Inc. | 8,322 | $432.7K | 0.19% | +8,322 | New |
| Signet Financial Management, LLC | 8,346 | $433.9K | 0.06% | −296−3.4% | Reduced |
| Creative Financial Designs Inc | 8,488 | $441.3K | 0.04% | +3,711+77.7% | Added |
| Perennial Investment Advisors, LLC | 8,923 | $463.9K | 0.05% | +8,923 | New |
| IFG Advisors, LLC | 9,001 | $468.0K | 0.09% | +9,001 | New |
| Envestnet Portfolio Solutions, Inc. | 9,094 | $472.8K | 0.00% | +257+2.9% | Added |
| Middleton & Co Inc | 9,151 | $475.8K | 0.05% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 9,300 | $483.5K | 0.04% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 9,304 | $483.7K | 0.19% | +6,483+229.8% | Added |
| Apeiron RIA LLC | 9,317 | $484.4K | 0.14% | +9,317 | New |
| CI Private Wealth, LLC | 9,390 | $488.2K | 0.00% | −13,062−58.2% | Reduced |
| Advisory Services Network, LLC | 9,393 | $488.3K | 0.01% | +4,643+97.7% | Added |
| Theory Financial LLC | 9,442 | $490.9K | 0.21% | +9,442 | New |
| Segment Wealth Management, LLC | 9,500 | $493.9K | 0.03% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 9,500 | $493.9K | 0.17% | +7,500+375.0% | Added |
| Axxcess Wealth Management, LLC | 9,735 | $506.1K | 0.01% | −1,990−17.0% | Reduced |
| Sovereign Financial Group, Inc. | 10,080 | $524.1K | 0.12% | +526+5.5% | Added |
| Laidlaw Wealth Management LLC | 10,135 | $526.9K | 0.23% | −103−1.0% | Reduced |
| Diversify Advisory Services, LLC | 9,820 | $527.4K | 0.03% | −6,848−41.1% | Reduced |
| 4WEALTH Advisors, Inc. | 10,258 | $533.3K | 0.55% | +10,258 | New |
| JT Stratford LLC | 10,300 | $535.5K | 0.09% | −3,525−25.5% | Reduced |