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 |
|---|---|---|---|---|---|
| MBL Wealth, LLC | 579,391 | $30.1M | 3.02% | +2,021+0.4% | Added |
| Confluence Investment Management LLC | 627,966 | $32.6M | 0.45% | +6,010+1.0% | Added |
| Capital Planning Advisors, LLC | 649,170 | $33.8M | 5.21% | −56,740−8.0% | Reduced |
| Van Eck Associates Corp | 665,936 | $34.6M | 0.04% | +5,943+0.9% | Added |
| Manufacturers Life Insurance Company, The | 673,779 | $35.0M | 0.03% | −14,239−2.1% | Reduced |
| JPMorgan Chase & Co | 728,424 | $37.9M | 0.00% | +551,488+311.7% | Added |
| Nepc LLC | 729,530 | $37.9M | 1.02% | +156,460+27.3% | Added |
| American Investment Services, Inc. | 731,403 | $38.0M | 6.73% | −25,556−3.4% | Reduced |
| Royal Bank of Canada | 767,737 | $39.9M | 0.01% | −39,741−4.9% | Reduced |
| Cerity Partners LLC | 836,605 | $43.5M | 0.09% | +13,420+1.6% | Added |
| Raymond James Financial Inc | 840,500 | $43.7M | 0.02% | +840,500 | New |
| Richard C. Young & CO., LTD. | 875,132 | $45.5M | 4.96% | +776+0.1% | Added |
| Envestnet Asset Management Inc | 908,877 | $47.3M | 0.02% | +58,765+6.9% | Added |
| Great Valley Advisor Group, Inc. | 918,112 | $47.7M | 1.07% | +43,966+5.0% | Added |
| Gradient Investments LLC | 918,918 | $47.8M | 0.97% | +18,335+2.0% | Added |
| HighTower Advisors, LLC | 927,764 | $48.2M | 0.07% | −6,313−0.7% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 980,776 | $51.0M | 0.11% | −34,717−3.4% | Reduced |
| SEI Investments Co | 1,026,038 | $53.3M | 0.07% | +111,265+12.2% | Added |
| Bank of New York Mellon Corp | 1,037,478 | $53.9M | 0.01% | −60,496−5.5% | Reduced |
| Wells Fargo & Company | 1,121,616 | $58.3M | 0.01% | +76,795+7.4% | Added |
| Congress Wealth Management LLC | 1,124,194 | $58.4M | 0.80% | −21,069−1.8% | Reduced |
| Hollow Brook Wealth Management LLC | 1,172,215 | $60.9M | 18.72% | +10,080+0.9% | Added |
| Cohen & Steers, Inc. | 1,277,264 | $66.4M | 0.13% | −21,345−1.6% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 1,298,460 | $67.5M | 0.69% | +133,100+11.4% | Added |
| Greenline Partners, LLC | 1,302,178 | $67.7M | 9.48% | −169,477−11.5% | Reduced |
| Toroso Investments, LLC | 1,322,501 | $68.8M | 0.56% | −231,276−14.9% | Reduced |
| Benjamin Edwards Inc | 1,375,700 | $71.5M | 1.02% | −57,015−4.0% | Reduced |
| Strategic Financial Services, Inc, | 1,621,215 | $84.3M | 5.03% | −12,468−0.8% | Reduced |
| Principal Financial Group Inc | 1,757,205 | $91.4M | 0.05% | +1,757,205 | New |
| 3EDGE Asset Management, LP | 1,935,854 | $100.6M | 6.21% | −1,904,644−49.6% | Reduced |
| Stifel Financial Corp | 2,070,717 | $107.7M | 0.11% | −70,343−3.3% | Reduced |
| Ameriprise Financial Inc | 2,092,817 | $108.8M | 0.03% | +228,317+12.2% | Added |
| LPL Financial LLC | 2,196,980 | $114.2M | 0.05% | +422,213+23.8% | Added |
| State Street Corp | 3,062,838 | $159.2M | 0.01% | −164,118−5.1% | Reduced |
| UBS Group AG | 3,562,518 | $185.2M | 0.04% | +74,222+2.1% | Added |
| Asset Management One Co.,Ltd. | 3,742,777 | $193.9M | 0.67% | −274,652−6.8% | Reduced |
| Bank of America Corp | 4,683,654 | $243.5M | 0.02% | +843,194+22.0% | Added |
| Cassaday & Co Wealth Management LLC | 5,744,426 | $298.7M | 8.15% | +106,433+1.9% | Added |
| Evoke Wealth, LLC | 6,604,327 | $343.4M | 9.56% | +47,341+0.7% | Added |
| Morgan Stanley | 7,014,152 | $364.7M | 0.03% | +385,265+5.8% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 13,000,000 | $675.9M | 0.46% | −800,000−5.8% | Reduced |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −1,624,903−100.0% | Sold out |
| Main Street Financial Solutions, LLC | 0 | $0 | 0.00% | −102,602−100.0% | Sold out |
| Q3 Asset Management | 0 | $0 | 0.00% | −100,761−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −70,388−100.0% | Sold out |
| Capstone Wealth Management Group, LLC | 0 | $0 | 0.00% | −59,177−100.0% | Sold out |
| Flow Traders U.S. LLC | 0 | $0 | 0.00% | −52,361−100.0% | Sold out |
| Financial Sense Advisors, Inc. | 0 | $0 | 0.00% | −50,620−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −32,184−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −27,979−100.0% | Sold out |
| Financial Network Wealth Advisors LLC | 0 | $0 | 0.00% | −25,602−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −24,550−100.0% | Sold out |
| Prudential Financial Inc | 0 | $0 | 0.00% | −21,876−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −19,190−100.0% | Sold out |
| AlphaStar Capital Management, LLC | 0 | $0 | 0.00% | −16,756−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −15,964−100.0% | Sold out |
| We Are One Seven, LLC | 0 | $0 | 0.00% | −15,755−100.0% | Sold out |
| Advisor Resource Council | 0 | $0 | 0.00% | −13,240−100.0% | Sold out |
| Johnson Investment Counsel Inc | 0 | $0 | 0.00% | −12,674−100.0% | Sold out |
| Confluence Wealth Services, Inc. | 0 | $0 | 0.00% | −11,673−100.0% | Sold out |
| Autumn Glory Partners, LLC | 0 | $0 | 0.00% | −8,000−100.0% | Sold out |
| First Heartland Consultants, Inc. | 0 | $0 | 0.00% | −5,479−100.0% | Sold out |
| Insigneo Advisory Services, LLC | 0 | $0 | 0.00% | −4,467−100.0% | Sold out |
| Secure Asset Management, LLC | 0 | $0 | 0.00% | −4,099−100.0% | Sold out |
| Motiv8 Investments LLC | 0 | $0 | 0.00% | −4,007−100.0% | Sold out |
| Jaffetilchin Investment Partners, LLC | 0 | $0 | 0.00% | −2,118−100.0% | Sold out |
| Coppell Advisory Solutions LLC | 0 | $0 | 0.00% | −586−100.0% | Sold out |
| Wintrust Investments LLC | 0 | $0 | 0.00% | −546−100.0% | Sold out |
| Mowery & Schoenfeld Wealth Management, LLC | 0 | $0 | 0.00% | −202−100.0% | Sold out |
| Aspire Private Capital, LLC | 0 | $0 | 0.00% | −174−100.0% | Sold out |
| NBC Securities, Inc. | 0 | $0 | 0.00% | −178−100.0% | Sold out |
| Pinnacle Bancorp, Inc. | 0 | $0 | 0.00% | −99−100.0% | Sold out |
| Macroview Investment Management LLC | 0 | $0 | 0.00% | −66−100.0% | Sold out |
| Clarity Asset Management, Inc. | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Fifth Third Bancorp | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Truvestments Capital LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Raymond James Financial Services Advisors, Inc. | – | – | – | – | Not filed |
| Raymond James & Associates | – | – | – | – | Not filed |
| WFA of San Diego, LLC | – | – | – | – | Not filed |
| SpiderRock Advisors, LLC | – | – | – | – | Not filed |
| Carmichael Hill & Associates, Inc. | – | – | – | – | Not filed |
| VitalStone Financial, LLC | – | – | – | – | Not filed |