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 |
|---|---|---|---|---|---|
| PDS Planning, Inc | 27,051 | $1.41M | 0.12% | +1,018+3.9% | Added |
| Thrive Capital Management, LLC | 27,394 | $1.42M | 0.65% | +8,518+45.1% | Added |
| Richard Bernstein Advisors LLC | 27,621 | $1.44M | 0.03% | −130−0.5% | Reduced |
| Aspetuck Financial Management LLC | 28,114 | $1.46M | 1.14% | +28,114 | New |
| Valicenti Advisory Services Inc | 28,394 | $1.48M | 0.37% | +1,138+4.2% | Added |
| Forbes J M & Co LLP | 28,711 | $1.49M | 0.14% | 00.0% | Unchanged |
| Brown Financial Advisors | 30,014 | $1.56M | 0.63% | −1,332−4.2% | Reduced |
| GWM Advisors LLC | 30,503 | $1.59M | 0.01% | −14,039−31.5% | Reduced |
| Cambridge Associates LLC | 30,631 | $1.59M | 0.05% | 00.0% | Unchanged |
| Adviser Investments LLC | 30,681 | $1.60M | 0.02% | +25,448+486.3% | Added |
| Creative Planning | 31,335 | $1.63M | 0.00% | −9,814−23.8% | Reduced |
| Vermillion & White Wealth Management Group, LLC | 31,691 | $1.65M | 1.21% | −2,686−7.8% | Reduced |
| Gradient Capital Advisors, LLC | 31,702 | $1.65M | 0.53% | −1,257−3.8% | Reduced |
| Courier Capital LLC | 32,463 | $1.69M | 0.12% | +32,463 | New |
| Legacy Capital Wealth Partners, LLC | 32,568 | $1.69M | 0.42% | +802+2.5% | Added |
| Compass Ion Advisors, LLC | 33,093 | $1.72M | 0.20% | +4,016+13.8% | Added |
| Merit Financial Group, LLC | 33,267 | $1.73M | 0.03% | −733−2.2% | Reduced |
| Advisory Alpha, LLC | 34,032 | $1.77M | 0.06% | −1,395−3.9% | Reduced |
| Leo Wealth, LLC | 34,720 | $1.81M | 0.16% | +3,651+11.8% | Added |
| KPP Advisory Services LLC | 34,746 | $1.81M | 0.43% | +23,042+196.9% | Added |
| Sovran Advisors, LLC | 34,222 | $1.81M | 0.26% | +34,222 | New |
| Beacon Pointe Advisors, LLC | 34,941 | $1.82M | 0.02% | −1,173−3.2% | Reduced |
| Bush Investment Group, LLC | 35,349 | $1.84M | 1.43% | +35,349 | New |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 35,466 | $1.84M | 0.15% | −62,268−63.7% | Reduced |
| Nomura Asset Management Co Ltd | 36,100 | $1.88M | 0.01% | −3,700−9.3% | Reduced |
| Public Employees Retirement System of Ohio | 37,200 | $1.93M | 0.01% | 00.0% | Unchanged |
| Visionary Wealth Advisors | 37,309 | $1.94M | 0.11% | −1,334−3.5% | Reduced |
| Scotia Capital Inc. | 37,812 | $1.97M | 0.01% | +37,812 | New |
| Peak Retirement Planning, Inc. | 37,670 | $1.99M | 1.34% | +37,670 | New |
| Jones Financial Companies LLLP | 39,331 | $2.04M | 0.00% | +7,533+23.7% | Added |
| UMA Financial Services, Inc. | 40,012 | $2.08M | 0.35% | +40,012 | New |
| Citadel Advisors LLC | 40,643 | $2.11M | 0.00% | +14,125+53.3% | Added |
| One Wealth Advisors, LLC | 40,816 | $2.12M | 0.31% | +40,816 | New |
| Kestra Private Wealth Services, LLC | 41,809 | $2.17M | 0.04% | +4,566+12.3% | Added |
| Park Avenue Securities LLC | 42,169 | $2.19M | 0.02% | +32,820+351.1% | Added |
| Stansberry Asset Management, LLC | 42,675 | $2.22M | 0.29% | +8,246+24.0% | Added |
| Global Wealth Management Investment Advisory, Inc. | 42,836 | $2.23M | 0.46% | +3,714+9.5% | Added |
| Marex Group plc | 42,942 | $2.23M | 0.04% | +42,942 | New |
| MONECO Advisors, LLC | 43,494 | $2.26M | 0.24% | +38,039+697.3% | Added |
| Salus Financial Advisors, LLC | 43,709 | $2.27M | 1.78% | +43,709 | New |
| Steward Partners Investment Advisory, LLC | 43,904 | $2.28M | 0.02% | +2,688+6.5% | Added |
| Foundations Investment Advisors, LLC | 44,319 | $2.30M | 0.04% | +5,987+15.6% | Added |
| Integrity Alliance, LLC. | 45,410 | $2.36M | 0.26% | +45,410 | New |
| Essex Financial Services, Inc. | 46,340 | $2.41M | 0.17% | −885−1.9% | Reduced |
| Mills Wealth Advisors LLC | 46,474 | $2.42M | 1.37% | +46+0.1% | Added |
| Bridgewater Advisors Inc. | 46,001 | $2.44M | 0.25% | +7,448+19.3% | Added |
| Ci Investments Inc. | 47,534 | $2.47M | 0.01% | −8,000−14.4% | Reduced |
| RSM US Wealth Management LLC | 48,362 | $2.51M | 0.04% | 00.0% | Unchanged |
| Portside Wealth Group, LLC | 48,496 | $2.52M | 0.42% | −35,557−42.3% | Reduced |
| Transce3nd, LLC | 48,642 | $2.53M | 0.86% | +48,642 | New |
| Franklin Resources Inc | 48,866 | $2.54M | 0.00% | −15,256−23.8% | Reduced |
| Jacobi Capital Management LLC | 49,603 | $2.58M | 0.19% | +2,862+6.1% | Added |
| Jump Financial, LLC | 49,966 | $2.60M | 0.05% | −7,008−12.3% | Reduced |
| Certior Financial Group, LLC | 50,026 | $2.60M | 2.31% | +50,026 | New |
| Entrewealth, LLC | 50,408 | $2.66M | 2.45% | +50,408 | New |
| Horst & Graben Wealth Management LLC | 51,705 | $2.69M | 0.48% | +51,705 | New |
| Baker Tilly Wealth Management, LLC | 52,495 | $2.73M | 1.07% | +2,165+4.3% | Added |
| Copperwynd Financial, LLC | 52,576 | $2.73M | 0.75% | +668+1.3% | Added |
| Mercer Global Advisors Inc | 54,648 | $2.84M | 0.01% | +54,648 | New |
| Change Path, LLC | 54,835 | $2.85M | 0.09% | +1,669+3.1% | Added |
| Baker Ellis Asset Management LLC | 55,000 | $2.86M | 0.42% | +1,000+1.9% | Added |
| Paul R. Ried Financial Group, LLC | 57,688 | $3.00M | 2.10% | +57,688 | New |
| Wealthcare Advisory Partners LLC | 58,800 | $3.06M | 0.08% | −1,125−1.9% | Reduced |
| Luminist Capital LLC | 59,017 | $3.07M | 5.33% | +59,017 | New |
| Kraematon Investment Advisors, Inc | 59,832 | $3.11M | 3.08% | +464+0.8% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 60,223 | $3.12M | 0.01% | +1,160+2.0% | Added |
| Tidemark, LLC | 60,180 | $3.13M | 1.20% | +29,766+97.9% | Added |
| Wallace Advisory Group, LLC | 60,496 | $3.15M | 2.18% | +2,080+3.6% | Added |
| GeoWealth Management, LLC | 60,660 | $3.15M | 0.10% | −68,592−53.1% | Reduced |
| Mission Creek Capital Partners, Inc. | 61,096 | $3.18M | 0.69% | −135−0.2% | Reduced |
| GWN Securities Inc. | 59,110 | $3.24M | 0.87% | +59,110 | New |
| Beckerman Institutional, LLC | 62,457 | $3.25M | 2.60% | +881+1.4% | Added |
| Integrated Advisors Network LLC | 62,505 | $3.25M | 0.16% | −1,665−2.6% | Reduced |
| NDVR, Inc. | 62,736 | $3.26M | 3.12% | +62,736 | New |
| E Fund Management Co., Ltd. | 63,207 | $3.29M | 0.16% | −8,819−12.2% | Reduced |
| Prime Capital Investment Advisors, LLC | 64,560 | $3.36M | 0.05% | +270.0% | Added |
| Alliance Wealth Advisors, LLC | 65,699 | $3.42M | 0.88% | −64,407−49.5% | Reduced |
| Nissay Asset Management Corp | 66,419 | $3.44M | 0.02% | +17,817+36.7% | Added |
| Cabot Wealth Management Inc | 66,263 | $3.45M | 0.44% | +3,776+6.0% | Added |
| Lynx Investment Advisory | 66,416 | $3.45M | 2.36% | −1,505−2.2% | Reduced |
| Marble Harbor Investment Counsel, LLC | 66,425 | $3.45M | 0.38% | −100−0.2% | Reduced |
| Flagship Harbor Advisors, LLC | 66,786 | $3.47M | 0.18% | +6,740+11.2% | Added |
| Global Retirement Partners, LLC | 67,267 | $3.50M | 0.10% | −6,776−9.2% | Reduced |
| Bright Financial Advisors, Inc. | 68,393 | $3.56M | 2.23% | +3,706+5.7% | Added |
| BKD Wealth Advisors, LLC | 68,557 | $3.56M | 0.08% | −305−0.4% | Reduced |
| CFS Investment Advisory Services, LLC | 68,918 | $3.58M | 0.32% | +68,918 | New |
| Seven Post Investment Office LP | 69,418 | $3.61M | 1.38% | +65,183+1,539.1% | Added |
| Financial Guidance Group, Inc. | 70,359 | $3.66M | 2.00% | −3,580−4.8% | Reduced |
| Independent Advisor Alliance | 70,796 | $3.68M | 0.05% | +60,865+612.9% | Added |
| Aptus Capital Advisors, LLC | 71,817 | $3.73M | 0.04% | −3,570−4.7% | Reduced |
| Austin Private Wealth, LLC | 72,737 | $3.78M | 0.35% | +72,737 | New |
| Genesis Wealth Advisors, LLC | 73,022 | $3.80M | 3.31% | +73,022 | New |
| Catalyst Capital Advisors LLC | 73,500 | $3.82M | 0.08% | 00.0% | Unchanged |
| Team Financial Group, LLC | 74,090 | $3.85M | 2.21% | +763+1.0% | Added |
| Comerica Bank | 75,975 | $3.95M | 0.02% | +598+0.8% | Added |
| Colony Group, LLC | 76,357 | $3.97M | 0.01% | +6,575+9.4% | Added |
| Lodestar Private Asset Management LLC | 77,733 | $4.04M | 0.51% | +4,097+5.6% | Added |
| Janney Montgomery Scott LLC | 78,550 | $4.08M | 0.01% | +78,550 | New |
| Clark Capital Management Group, Inc. | 78,557 | $4.08M | 0.03% | −43,792−35.8% | Reduced |
| Fortis Advisors, LLC | 81,895 | $4.26M | 2.79% | −635−0.8% | Reduced |