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 |
|---|---|---|---|---|---|
| Evercore Wealth Management, LLC | 82,935 | $4.31M | 0.06% | +6,300+8.2% | Added |
| Abound Financial, LLC | 83,415 | $4.34M | 2.20% | +83,415 | New |
| Walkner Condon Financial Advisors LLC | 84,287 | $4.38M | 0.89% | −911−1.1% | Reduced |
| Upper Left Wealth Management, LLC | 85,987 | $4.47M | 3.82% | +1,175+1.4% | Added |
| Transamerica Financial Advisors, Inc. | 86,818 | $4.51M | 0.45% | +515+0.6% | Added |
| Joseph Group Capital Management | 88,998 | $4.63M | 1.82% | −225,737−71.7% | Reduced |
| Lam Group, Inc. | 93,135 | $4.84M | 3.45% | +15,000+19.2% | Added |
| Purus Wealth Management, LLC | 95,050 | $4.94M | 1.96% | +9,980+11.7% | Added |
| Stratos Wealth Advisors, LLC | 95,888 | $4.99M | 0.24% | +3,405+3.7% | Added |
| Arete Wealth Advisors, LLC | 97,652 | $5.08M | 0.37% | −23,472−19.4% | Reduced |
| Executive Wealth Management, LLC | 98,081 | $5.10M | 0.40% | +98,081 | New |
| American Trust | 95,120 | $5.12M | 0.39% | +88,867+1,421.2% | Added |
| Financial Enhancement Group LLC | 97,064 | $5.12M | 0.78% | +85,665+751.5% | Added |
| Money Concepts Capital Corp | 98,514 | $5.12M | 0.38% | −4,002−3.9% | Reduced |
| Brookstone Capital Management | 99,042 | $5.15M | 0.07% | +20,124+25.5% | Added |
| Hobbs Group Advisors, LLC | 99,228 | $5.16M | 1.94% | −27,484−21.7% | Reduced |
| Integrity Wealth Solutions LLC | 99,336 | $5.16M | 2.89% | +2,498+2.6% | Added |
| Inspirion Wealth Advisors, LLC | 101,692 | $5.34M | 0.75% | +3,317+3.4% | Added |
| TD Waterhouse Canada Inc. | 104,474 | $5.43M | 0.04% | +37,145+55.2% | Added |
| Zhang Financial LLC | 104,476 | $5.43M | 0.31% | +1,444+1.4% | Added |
| Cedar Point Capital Partners, LLC | 105,243 | $5.47M | 3.70% | +7,664+7.9% | Added |
| Accretive Wealth Partners, LLC | 106,279 | $5.53M | 2.35% | −2,173−2.0% | Reduced |
| Avantax Advisory Services, Inc. | 106,605 | $5.54M | 0.03% | +1,239+1.2% | Added |
| Stapp Wealth Management, PLLC | 109,405 | $5.69M | 8.87% | +656+0.6% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 112,586 | $5.85M | 0.21% | −130−0.1% | Reduced |
| Managed Asset Portfolios, LLC | 113,611 | $5.91M | 0.88% | +154+0.1% | Added |
| Mirae Asset Global Investments Co., Ltd. | 120,856 | $6.00M | 0.02% | +27,893+30.0% | Added |
| AMJ Financial Wealth Management | 116,319 | $6.05M | 1.68% | −1,804−1.5% | Reduced |
| JNBA Financial Advisors | 117,044 | $6.09M | 0.62% | −8,725−6.9% | Reduced |
| Archford Capital Strategies, LLC | 117,927 | $6.13M | 0.93% | +4,244+3.7% | Added |
| Atria Wealth Solutions, Inc. | 119,071 | $6.19M | 0.07% | +22,752+23.6% | Added |
| Glenview Trust Co | 119,208 | $6.20M | 0.12% | +474+0.4% | Added |
| Copley Financial Group, Inc. | 124,022 | $6.45M | 4.94% | −14,663−10.6% | Reduced |
| Synovus Financial Corp | 124,306 | $6.46M | 0.08% | −120,208−49.2% | Reduced |
| Renaissance Technologies LLC | 124,700 | $6.48M | 0.01% | +74,500+148.4% | Added |
| Chatham Capital Group, Inc. | 125,766 | $6.54M | 1.08% | +7,680+6.5% | Added |
| Truist Financial Corp | 126,562 | $6.58M | 0.01% | +1,067+0.9% | Added |
| Beaumont Financial Advisors, LLC | 126,812 | $6.59M | 0.49% | +17,533+16.0% | Added |
| Quent Capital, LLC | 127,376 | $6.62M | 0.69% | +11,427+9.9% | Added |
| AE Wealth Management LLC | 127,842 | $6.65M | 0.06% | +76,682+149.9% | Added |
| Plum Street Advisors, LLC | 129,013 | $6.71M | 3.31% | +25,073+24.1% | Added |
| Versant Capital Management, Inc | 131,882 | $6.86M | 1.48% | −2,119−1.6% | Reduced |
| WR Wealth Planners, LLC | 133,029 | $6.92M | 2.22% | +2,261+1.7% | Added |
| Retirement Income Solutions, Inc | 133,659 | $6.95M | 1.40% | +349+0.3% | Added |
| Hudson Capital Management LLC | 134,491 | $6.99M | 2.17% | −8,761−6.1% | Reduced |
| Wealth Advisory Solutions, LLC | 136,027 | $7.07M | 1.98% | −4,718−3.4% | Reduced |
| Continuum Wealth Advisors, LLC | 136,234 | $7.08M | 3.58% | +7,241+5.6% | Added |
| LWM Advisory Services, LLC | 137,106 | $7.13M | 4.96% | +115,755+542.2% | Added |
| AIFG Consultants Ltd. | 141,180 | $7.34M | 11.98% | −22,508−13.8% | Reduced |
| Commonwealth Equity Services, LLC | 141,729 | $7.37M | 0.01% | +12,055+9.3% | Added |
| National Bank of Canada | 142,646 | $7.41M | 0.01% | +10,407+7.9% | Added |
| MML Investors Services, LLC | 142,948 | $7.43M | 0.03% | +48,518+51.4% | Added |
| Medici Capital LLC | 152,540 | $7.93M | 10.22% | −402,700−72.5% | Reduced |
| Sterling Investment Advisors, Ltd. | 152,904 | $7.95M | 1.93% | −2,224−1.4% | Reduced |
| Avid Wealth Partners LLC | 155,972 | $8.11M | 5.76% | −9,159−5.5% | Reduced |
| Mariner, LLC | 160,562 | $8.35M | 0.01% | +73,231+83.9% | Added |
| Stratos Wealth Partners, LTD. | 165,620 | $8.61M | 0.12% | −6,946−4.0% | Reduced |
| Harbor Investment Advisory, LLC | 169,050 | $8.79M | 0.82% | +4,777+2.9% | Added |
| Encompass More Asset Management | 169,646 | $8.82M | 2.91% | +20,133+13.5% | Added |
| Nisa Investment Advisors, LLC | 170,300 | $8.85M | 0.03% | −166,900−49.5% | Reduced |
| Alaska Permanent Fund Corp | 171,000 | $8.89M | 0.13% | 00.0% | Unchanged |
| R. W. Roge & Company, Inc. | 172,334 | $8.96M | 4.83% | −6,097−3.4% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 176,103 | $9.26M | 0.11% | +88,225+100.4% | Added |
| China Universal Asset Management Co., Ltd. | 179,200 | $9.32M | 0.87% | +85,000+90.2% | Added |
| Farther Finance Advisors, LLC | 179,995 | $9.36M | 0.34% | +73,635+69.2% | Added |
| CoreCap Advisors, LLC | 185,631 | $9.65M | 0.44% | +4,965+2.7% | Added |
| Gould Asset Management LLC | 215,922 | $11.2M | 2.36% | +19,875+10.1% | Added |
| Timber Creek Capital Management LLC | 223,331 | $11.6M | 3.35% | +1,937+0.9% | Added |
| Peak Financial Advisors LLC | 225,780 | $11.7M | 6.11% | −802−0.4% | Reduced |
| Warren Street Wealth Advisors, LLC | 233,960 | $12.2M | 4.99% | +3,649+1.6% | Added |
| Keudell/Morrison Wealth Management | 239,947 | $12.5M | 3.25% | −1,651−0.7% | Reduced |
| Coco Enterprises, LLC | 237,864 | $12.5M | 7.55% | −420.0% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 245,150 | $12.7M | 0.02% | −7,944−3.1% | Reduced |
| Deutsche Bank AG | 255,382 | $13.3M | 0.01% | +5,382+2.2% | Added |
| SBI Securities Co., Ltd. | 263,998 | $13.7M | 0.42% | +263,998 | New |
| Austin Wealth Management, LLC | 258,313 | $13.8M | 2.87% | +9,625+3.9% | Added |
| Miracle Mile Advisors, LLC | 280,792 | $14.6M | 0.30% | −19,431−6.5% | Reduced |
| NavPoint Financial, Inc. | 283,289 | $14.7M | 11.65% | −15,240−5.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 288,771 | $15.0M | 0.01% | +61,275+26.9% | Added |
| Fullerton Fund Management Co Ltd. | 302,199 | $15.7M | 0.55% | −4,286−1.4% | Reduced |
| US Bancorp | 304,131 | $15.8M | 0.02% | +88,963+41.3% | Added |
| Nottingham Advisors, Inc. | 314,793 | $16.4M | 2.08% | −24,913−7.3% | Reduced |
| Private Advisor Group, LLC | 315,620 | $16.4M | 0.09% | +13,934+4.6% | Added |
| Brandywine Oak Private Wealth LLC | 334,178 | $17.4M | 1.70% | −18,096−5.1% | Reduced |
| Evernest Financial Advisors, LLC | 343,392 | $17.9M | 4.63% | +45,703+15.4% | Added |
| Parcion Private Wealth LLC | 351,765 | $18.3M | 1.40% | +23,124+7.0% | Added |
| Bangor Savings Bank | 369,359 | $19.2M | 1.80% | +21,056+6.0% | Added |
| Rockefeller Capital Management L.P. | 378,786 | $19.7M | 0.05% | +40,045+11.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 393,194 | $20.4M | 0.07% | −128,663−24.7% | Reduced |
| Sentinel Pension Advisors Inc | 432,786 | $22.5M | 4.17% | +7,499+1.8% | Added |
| Advisor Group Holdings, Inc. | 440,752 | $22.9M | 0.05% | +24,018+5.8% | Added |
| Oversea-Chinese Banking CORP Ltd | 454,659 | $23.6M | 0.68% | +2,213+0.5% | Added |
| Assetmark, Inc | 473,100 | $24.6M | 0.07% | −11,399−2.4% | Reduced |
| Baird Financial Group, Inc. | 473,843 | $24.6M | 0.05% | +29,446+6.6% | Added |
| TownSquare Capital, LLC | 493,517 | $25.7M | 0.29% | −186,313−27.4% | Reduced |
| Goldman Sachs Group Inc | 494,683 | $25.7M | 0.00% | −11,307−2.2% | Reduced |
| SNS Financial Group, LLC | 495,892 | $25.8M | 2.65% | −7,444−1.5% | Reduced |
| Burt Wealth Advisors | 549,192 | $28.6M | 7.25% | −5,303−1.0% | Reduced |
| Equitable Holdings, Inc. | 559,372 | $29.1M | 0.28% | +57,850+11.5% | Added |
| Resona Asset Management Co.,Ltd. | 579,100 | $30.0M | 0.18% | +121,400+26.5% | Added |