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 |
|---|---|---|---|---|---|
| Plum Street Advisors, LLC | 129,013 | $6.71M | 3.31% | +25,073+24.1% | Added |
| AE Wealth Management LLC | 127,842 | $6.65M | 0.06% | +76,682+149.9% | Added |
| Quent Capital, LLC | 127,376 | $6.62M | 0.69% | +11,427+9.9% | Added |
| Beaumont Financial Advisors, LLC | 126,812 | $6.59M | 0.49% | +17,533+16.0% | Added |
| Truist Financial Corp | 126,562 | $6.58M | 0.01% | +1,067+0.9% | Added |
| Chatham Capital Group, Inc. | 125,766 | $6.54M | 1.08% | +7,680+6.5% | Added |
| Renaissance Technologies LLC | 124,700 | $6.48M | 0.01% | +74,500+148.4% | Added |
| Synovus Financial Corp | 124,306 | $6.46M | 0.08% | −120,208−49.2% | Reduced |
| Copley Financial Group, Inc. | 124,022 | $6.45M | 4.94% | −14,663−10.6% | Reduced |
| Glenview Trust Co | 119,208 | $6.20M | 0.12% | +474+0.4% | Added |
| Atria Wealth Solutions, Inc. | 119,071 | $6.19M | 0.07% | +22,752+23.6% | Added |
| Archford Capital Strategies, LLC | 117,927 | $6.13M | 0.93% | +4,244+3.7% | Added |
| JNBA Financial Advisors | 117,044 | $6.09M | 0.62% | −8,725−6.9% | Reduced |
| AMJ Financial Wealth Management | 116,319 | $6.05M | 1.68% | −1,804−1.5% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 120,856 | $6.00M | 0.02% | +27,893+30.0% | Added |
| Managed Asset Portfolios, LLC | 113,611 | $5.91M | 0.88% | +154+0.1% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 112,586 | $5.85M | 0.21% | −130−0.1% | Reduced |
| Stapp Wealth Management, PLLC | 109,405 | $5.69M | 8.87% | +656+0.6% | Added |
| Avantax Advisory Services, Inc. | 106,605 | $5.54M | 0.03% | +1,239+1.2% | Added |
| Accretive Wealth Partners, LLC | 106,279 | $5.53M | 2.35% | −2,173−2.0% | Reduced |
| Cedar Point Capital Partners, LLC | 105,243 | $5.47M | 3.70% | +7,664+7.9% | Added |
| Zhang Financial LLC | 104,476 | $5.43M | 0.31% | +1,444+1.4% | Added |
| TD Waterhouse Canada Inc. | 104,474 | $5.43M | 0.04% | +37,145+55.2% | Added |
| Inspirion Wealth Advisors, LLC | 101,692 | $5.34M | 0.75% | +3,317+3.4% | Added |
| Integrity Wealth Solutions LLC | 99,336 | $5.16M | 2.89% | +2,498+2.6% | Added |
| Hobbs Group Advisors, LLC | 99,228 | $5.16M | 1.94% | −27,484−21.7% | Reduced |
| Brookstone Capital Management | 99,042 | $5.15M | 0.07% | +20,124+25.5% | Added |
| Money Concepts Capital Corp | 98,514 | $5.12M | 0.38% | −4,002−3.9% | Reduced |
| Financial Enhancement Group LLC | 97,064 | $5.12M | 0.78% | +85,665+751.5% | Added |
| American Trust | 95,120 | $5.12M | 0.39% | +88,867+1,421.2% | Added |
| Executive Wealth Management, LLC | 98,081 | $5.10M | 0.40% | +98,081 | New |
| Arete Wealth Advisors, LLC | 97,652 | $5.08M | 0.37% | −23,472−19.4% | Reduced |
| Stratos Wealth Advisors, LLC | 95,888 | $4.99M | 0.24% | +3,405+3.7% | Added |
| Purus Wealth Management, LLC | 95,050 | $4.94M | 1.96% | +9,980+11.7% | Added |
| Lam Group, Inc. | 93,135 | $4.84M | 3.45% | +15,000+19.2% | Added |
| Joseph Group Capital Management | 88,998 | $4.63M | 1.82% | −225,737−71.7% | Reduced |
| Transamerica Financial Advisors, Inc. | 86,818 | $4.51M | 0.45% | +515+0.6% | Added |
| Upper Left Wealth Management, LLC | 85,987 | $4.47M | 3.82% | +1,175+1.4% | Added |
| Walkner Condon Financial Advisors LLC | 84,287 | $4.38M | 0.89% | −911−1.1% | Reduced |
| Abound Financial, LLC | 83,415 | $4.34M | 2.20% | +83,415 | New |
| Evercore Wealth Management, LLC | 82,935 | $4.31M | 0.06% | +6,300+8.2% | Added |
| Fortis Advisors, LLC | 81,895 | $4.26M | 2.79% | −635−0.8% | Reduced |
| Clark Capital Management Group, Inc. | 78,557 | $4.08M | 0.03% | −43,792−35.8% | Reduced |
| Janney Montgomery Scott LLC | 78,550 | $4.08M | 0.01% | +78,550 | New |
| Lodestar Private Asset Management LLC | 77,733 | $4.04M | 0.51% | +4,097+5.6% | Added |
| Colony Group, LLC | 76,357 | $3.97M | 0.01% | +6,575+9.4% | Added |
| Comerica Bank | 75,975 | $3.95M | 0.02% | +598+0.8% | Added |
| Team Financial Group, LLC | 74,090 | $3.85M | 2.21% | +763+1.0% | Added |
| Catalyst Capital Advisors LLC | 73,500 | $3.82M | 0.08% | 00.0% | Unchanged |
| Genesis Wealth Advisors, LLC | 73,022 | $3.80M | 3.31% | +73,022 | New |
| Austin Private Wealth, LLC | 72,737 | $3.78M | 0.35% | +72,737 | New |
| Aptus Capital Advisors, LLC | 71,817 | $3.73M | 0.04% | −3,570−4.7% | Reduced |
| Independent Advisor Alliance | 70,796 | $3.68M | 0.05% | +60,865+612.9% | Added |
| Financial Guidance Group, Inc. | 70,359 | $3.66M | 2.00% | −3,580−4.8% | Reduced |
| Seven Post Investment Office LP | 69,418 | $3.61M | 1.38% | +65,183+1,539.1% | Added |
| CFS Investment Advisory Services, LLC | 68,918 | $3.58M | 0.32% | +68,918 | New |
| BKD Wealth Advisors, LLC | 68,557 | $3.56M | 0.08% | −305−0.4% | Reduced |
| Bright Financial Advisors, Inc. | 68,393 | $3.56M | 2.23% | +3,706+5.7% | Added |
| Global Retirement Partners, LLC | 67,267 | $3.50M | 0.10% | −6,776−9.2% | Reduced |
| Flagship Harbor Advisors, LLC | 66,786 | $3.47M | 0.18% | +6,740+11.2% | Added |
| Marble Harbor Investment Counsel, LLC | 66,425 | $3.45M | 0.38% | −100−0.2% | Reduced |
| Lynx Investment Advisory | 66,416 | $3.45M | 2.36% | −1,505−2.2% | Reduced |
| Cabot Wealth Management Inc | 66,263 | $3.45M | 0.44% | +3,776+6.0% | Added |
| Nissay Asset Management Corp | 66,419 | $3.44M | 0.02% | +17,817+36.7% | Added |
| Alliance Wealth Advisors, LLC | 65,699 | $3.42M | 0.88% | −64,407−49.5% | Reduced |
| Prime Capital Investment Advisors, LLC | 64,560 | $3.36M | 0.05% | +270.0% | Added |
| E Fund Management Co., Ltd. | 63,207 | $3.29M | 0.16% | −8,819−12.2% | Reduced |
| NDVR, Inc. | 62,736 | $3.26M | 3.12% | +62,736 | New |
| Integrated Advisors Network LLC | 62,505 | $3.25M | 0.16% | −1,665−2.6% | Reduced |
| Beckerman Institutional, LLC | 62,457 | $3.25M | 2.60% | +881+1.4% | Added |
| GWN Securities Inc. | 59,110 | $3.24M | 0.87% | +59,110 | New |
| Mission Creek Capital Partners, Inc. | 61,096 | $3.18M | 0.69% | −135−0.2% | Reduced |
| GeoWealth Management, LLC | 60,660 | $3.15M | 0.10% | −68,592−53.1% | Reduced |
| Wallace Advisory Group, LLC | 60,496 | $3.15M | 2.18% | +2,080+3.6% | Added |
| Tidemark, LLC | 60,180 | $3.13M | 1.20% | +29,766+97.9% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 60,223 | $3.12M | 0.01% | +1,160+2.0% | Added |
| Kraematon Investment Advisors, Inc | 59,832 | $3.11M | 3.08% | +464+0.8% | Added |
| Luminist Capital LLC | 59,017 | $3.07M | 5.33% | +59,017 | New |
| Wealthcare Advisory Partners LLC | 58,800 | $3.06M | 0.08% | −1,125−1.9% | Reduced |
| Paul R. Ried Financial Group, LLC | 57,688 | $3.00M | 2.10% | +57,688 | New |
| Baker Ellis Asset Management LLC | 55,000 | $2.86M | 0.42% | +1,000+1.9% | Added |
| Change Path, LLC | 54,835 | $2.85M | 0.09% | +1,669+3.1% | Added |
| Mercer Global Advisors Inc | 54,648 | $2.84M | 0.01% | +54,648 | New |
| Copperwynd Financial, LLC | 52,576 | $2.73M | 0.75% | +668+1.3% | Added |
| Baker Tilly Wealth Management, LLC | 52,495 | $2.73M | 1.07% | +2,165+4.3% | Added |
| Horst & Graben Wealth Management LLC | 51,705 | $2.69M | 0.48% | +51,705 | New |
| Entrewealth, LLC | 50,408 | $2.66M | 2.45% | +50,408 | New |
| Certior Financial Group, LLC | 50,026 | $2.60M | 2.31% | +50,026 | New |
| Jump Financial, LLC | 49,966 | $2.60M | 0.05% | −7,008−12.3% | Reduced |
| Jacobi Capital Management LLC | 49,603 | $2.58M | 0.19% | +2,862+6.1% | Added |
| Franklin Resources Inc | 48,866 | $2.54M | 0.00% | −15,256−23.8% | Reduced |
| Transce3nd, LLC | 48,642 | $2.53M | 0.86% | +48,642 | New |
| Portside Wealth Group, LLC | 48,496 | $2.52M | 0.42% | −35,557−42.3% | Reduced |
| RSM US Wealth Management LLC | 48,362 | $2.51M | 0.04% | 00.0% | Unchanged |
| Ci Investments Inc. | 47,534 | $2.47M | 0.01% | −8,000−14.4% | Reduced |
| Bridgewater Advisors Inc. | 46,001 | $2.44M | 0.25% | +7,448+19.3% | Added |
| Mills Wealth Advisors LLC | 46,474 | $2.42M | 1.37% | +46+0.1% | Added |
| Essex Financial Services, Inc. | 46,340 | $2.41M | 0.17% | −885−1.9% | Reduced |
| Integrity Alliance, LLC. | 45,410 | $2.36M | 0.26% | +45,410 | New |
| Foundations Investment Advisors, LLC | 44,319 | $2.30M | 0.04% | +5,987+15.6% | Added |