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 |
|---|---|---|---|---|---|
| New York Life Investment Management LLC | 10,366 | $538.9K | 0.01% | −76,405−88.1% | Reduced |
| Michael B. Yongue | 10,434 | $542.5K | 0.43% | −1,039−9.1% | Reduced |
| Sigma Planning Corp | 10,661 | $554.3K | 0.02% | +1,793+20.2% | Added |
| Marshall & Sterling Wealth Advisors Inc. | 10,681 | $555.3K | 0.38% | +10,681 | New |
| Sage Mountain Advisors LLC | 10,830 | $563.1K | 0.04% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 10,881 | $565.7K | 0.02% | +10,881 | New |
| Washington Trust Co | 10,972 | $570.4K | 0.02% | −2,352−17.7% | Reduced |
| Choate Investment Advisors | 11,028 | $573.3K | 0.01% | 00.0% | Unchanged |
| Weil Company, Inc. | 11,055 | $574.7K | 0.20% | −398−3.5% | Reduced |
| Relyea Zuckerberg Hanson LLC | 11,180 | $581.2K | 0.08% | +11,180 | New |
| Pecaut & Co. | 11,364 | $590.8K | 0.20% | +887+8.5% | Added |
| Fundamentun, LLC | 11,404 | $592.9K | 0.04% | +7,530+194.4% | Added |
| Betterment LLC | 11,495 | $598.0K | 0.00% | −31−0.3% | Reduced |
| Etesian Wealth Advisors, Inc. | 11,695 | $608.0K | 0.27% | 00.0% | Unchanged |
| Vista Wealth Management Group, LLC | 12,000 | $623.9K | 0.04% | 00.0% | Unchanged |
| MSH Capital Advisors LLC | 12,020 | $624.9K | 0.20% | +12,020 | New |
| Harbour Investments, Inc. | 12,066 | $627.3K | 0.02% | +4,208+53.6% | Added |
| Atomi Financial Group, Inc. | 12,129 | $630.6K | 0.03% | +12,129 | New |
| Destiny Capital Corp | 12,502 | $650.0K | 0.39% | 00.0% | Unchanged |
| AQR Capital Management LLC | 12,618 | $656.0K | 0.00% | +12,618 | New |
| Tokio Marine Asset Management Co Ltd | 12,800 | $665.5K | 0.02% | −10,300−44.6% | Reduced |
| Tradition Wealth Management, LLC | 12,876 | $669.4K | 0.06% | +12,876 | New |
| Spectrum Planning & Advisory Services Inc. | 13,026 | $677.2K | 0.59% | +13,026 | New |
| Clearstead Advisors, LLC | 13,101 | $681.1K | 0.01% | +1,012+8.4% | Added |
| Kaufman Rossin Wealth, LLC | 13,150 | $683.7K | 0.70% | +13,150 | New |
| Maia Wealth LLC | 12,701 | $689.9K | 0.15% | +12,701 | New |
| Acorn Wealth Advisors, LLC | 13,499 | $701.8K | 0.29% | −3,311−19.7% | Reduced |
| Johnson Financial Group, Inc. | 12,674 | $703.2K | 0.03% | −156−1.2% | Reduced |
| Breed's Hill Capital LLC | 13,617 | $707.9K | 0.37% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 13,666 | $710.5K | 0.12% | −879−6.0% | Reduced |
| Norden Group LLC | 13,868 | $721.0K | 0.08% | −14,288−50.7% | Reduced |
| Nwam LLC | 13,932 | $724.3K | 0.04% | +3,374+32.0% | Added |
| Mutual Advisors, LLC | 13,510 | $726.7K | 0.02% | +2,914+27.5% | Added |
| Kingsview Wealth Management, LLC | 14,020 | $728.9K | 0.01% | −489−3.4% | Reduced |
| Patten Group, Inc. | 14,024 | $729.1K | 0.16% | +5,829+71.1% | Added |
| Capital Management Associates, Inc | 14,275 | $742.2K | 0.28% | +4,696+49.0% | Added |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 14,365 | $746.8K | 0.13% | +1,905+15.3% | Added |
| Pathway Financial Advisors LLC | 14,409 | $749.1K | 0.17% | 00.0% | Unchanged |
| Eagle Global Advisors LLC | 14,500 | $753.9K | 0.03% | +14,500 | New |
| Mitchell McLeod Pugh & Williams Inc | 14,557 | $756.8K | 0.16% | +872+6.4% | Added |
| PFG Advisors | 14,591 | $758.6K | 0.05% | +14,591 | New |
| Central Trust Co | 14,900 | $774.7K | 0.02% | −35−0.2% | Reduced |
| Caldwell Trust Co | 15,054 | $782.7K | 0.08% | +27+0.2% | Added |
| Ameritas Advisory Services, LLC | 15,273 | $794.0K | 0.03% | +15,273 | New |
| Vertex Planning Partners, LLC | 15,421 | $801.7K | 0.18% | +15,421 | New |
| Ashton Thomas Private Wealth, LLC | 15,568 | $809.4K | 0.03% | +15,568 | New |
| Brown Advisory Inc | 15,659 | $814.1K | 0.00% | 00.0% | Unchanged |
| Auour Investments LLC | 14,944 | $829.1K | 0.29% | +1,041+7.5% | Added |
| SeaCrest Wealth Management, LLC | 16,043 | $834.1K | 0.09% | +1,274+8.6% | Added |
| Brinker Capital Investments, LLC | 16,192 | $841.8K | 0.01% | −276,881−94.5% | Reduced |
| Orion Portfolio Solutions, LLC | 16,192 | $841.8K | 0.01% | −276,881−94.5% | Reduced |
| Paladin Wealth, LLC | 16,274 | $846.1K | 0.73% | −585−3.5% | Reduced |
| Copia Wealth Management | 16,470 | $856.3K | 0.81% | +16,470 | New |
| WCG Wealth Advisors LLC | 16,541 | $860.0K | 0.06% | +3,759+29.4% | Added |
| Myecfo, LLC | 17,045 | $886.2K | 0.48% | +1,840+12.1% | Added |
| Buckingham Strategic Partners | 17,079 | $887.9K | 0.01% | +1,512+9.7% | Added |
| Kestra Advisory Services, LLC | 17,240 | $896.3K | 0.00% | −1,190−6.5% | Reduced |
| Tableaux LLC | 17,342 | $901.6K | 0.75% | +17,342 | New |
| Kendall Capital Management | 17,347 | $901.9K | 0.26% | −1,271−6.8% | Reduced |
| Focus Financial Network, Inc. | 17,502 | $909.9K | 0.04% | +17,502 | New |
| Mayflower Financial Advisors, LLC | 17,524 | $911.1K | 0.14% | +17,524 | New |
| BlackDiamond Wealth Management Inc. | 17,798 | $925.3K | 0.53% | +4,603+34.9% | Added |
| Magnolia Private Wealth, LLC | 17,918 | $931.6K | 0.83% | +17,918 | New |
| Continuum Advisory, LLC | 18,045 | $938.2K | 0.12% | +12+0.1% | Added |
| Kickstand Ventures, LLC. | 18,597 | $966.9K | 0.25% | +18,597 | New |
| MAI Capital Management | 18,809 | $977.9K | 0.01% | +18,809 | New |
| SWMG, LLC | 17,932 | $979.4K | 0.39% | −1,126−5.9% | Reduced |
| Valmark Advisers, Inc. | 18,995 | $987.5K | 0.02% | +1,582+9.1% | Added |
| Merkkuri Wealth Advisors LLC | 19,007 | $988.2K | 0.78% | +2,975+18.6% | Added |
| Castleview Partners, LLC | 19,171 | $1.01M | 0.54% | +19,171 | New |
| Quartz Partners, LLC | 19,475 | $1.01M | 0.62% | −1,301−6.3% | Reduced |
| Diligent Investors, LLC | 19,711 | $1.02M | 0.24% | 00.0% | Unchanged |
| Total Investment Management Inc | 19,808 | $1.03M | 0.14% | 00.0% | Unchanged |
| Apella Capital, LLC | 20,178 | $1.05M | 0.04% | +2,865+16.5% | Added |
| Petix & Botte Co | 20,396 | $1.06M | 0.28% | −19,236−48.5% | Reduced |
| Per Stirling Capital Management, LLC. | 20,555 | $1.07M | 0.15% | −359−1.7% | Reduced |
| Green Harvest Asset Management LLC | 20,929 | $1.09M | 0.02% | +2,033+10.8% | Added |
| BlackRock, Inc. | 21,053 | $1.09M | 0.00% | +21,053 | New |
| Carret Asset Management, LLC | 21,136 | $1.10M | 0.12% | −195−0.9% | Reduced |
| Prosperity Consulting Group, LLC | 21,181 | $1.10M | 0.08% | −29,634−58.3% | Reduced |
| Headlands Technologies LLC | 21,578 | $1.12M | 0.11% | +6,289+41.1% | Added |
| CIBC Private Wealth Group, LLC | 21,412 | $1.13M | 0.00% | +185+0.9% | Added |
| Hollencrest Capital Management | 21,890 | $1.14M | 0.05% | +30+0.1% | Added |
| Heritage Wealth Advisors | 21,975 | $1.14M | 0.06% | −108−0.5% | Reduced |
| Detalus Advisors, LLC | 22,096 | $1.15M | 0.38% | +22,096 | New |
| Bravias Capital Group, LLC | 20,926 | $1.16M | 0.94% | +20,926 | New |
| Advyzon Investment Management, LLC | 22,473 | $1.17M | 0.45% | +22,473 | New |
| Mattson Financial Services, LLC | 22,773 | $1.19M | 0.38% | −3,164−12.2% | Reduced |
| New England Private Wealth Advisors LLC | 22,863 | $1.19M | 0.19% | 00.0% | Unchanged |
| Holistic Planning, LLC | 23,038 | $1.20M | 0.43% | +17,821+341.6% | Added |
| Sargent Investment Group, LLC | 23,015 | $1.21M | 0.20% | +4,000+21.0% | Added |
| Valtinson Bruner Financial Planning LLC | 24,013 | $1.25M | 0.44% | +1,814+8.2% | Added |
| One Charles Private Wealth Services, LLC | 24,404 | $1.27M | 0.43% | +1,572+6.9% | Added |
| Leading Edge Financial Planning LLC | 25,102 | $1.31M | 0.43% | −210−0.8% | Reduced |
| Whittier Trust Co of Nevada Inc | 25,500 | $1.33M | 0.03% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 25,541 | $1.33M | 0.04% | +7,036+38.0% | Added |
| Tocqueville Asset Management L.P. | 26,067 | $1.36M | 0.02% | 00.0% | Unchanged |
| Robinson Value Management, Ltd. | 26,393 | $1.37M | 0.91% | +30+0.1% | Added |
| Brown Miller Wealth Management, LLC | 26,460 | $1.38M | 0.53% | +771+3.0% | Added |
| Astoria Portfolio Advisors LLC. | 26,292 | $1.39M | 0.50% | −76,905−74.5% | Reduced |