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 |
|---|---|---|---|---|---|
| Steward Partners Investment Advisory, LLC | 43,904 | $2.28M | 0.02% | +2,688+6.5% | Added |
| Salus Financial Advisors, LLC | 43,709 | $2.27M | 1.78% | +43,709 | New |
| MONECO Advisors, LLC | 43,494 | $2.26M | 0.24% | +38,039+697.3% | Added |
| Marex Group plc | 42,942 | $2.23M | 0.04% | +42,942 | New |
| Global Wealth Management Investment Advisory, Inc. | 42,836 | $2.23M | 0.46% | +3,714+9.5% | Added |
| Stansberry Asset Management, LLC | 42,675 | $2.22M | 0.29% | +8,246+24.0% | Added |
| Park Avenue Securities LLC | 42,169 | $2.19M | 0.02% | +32,820+351.1% | Added |
| Kestra Private Wealth Services, LLC | 41,809 | $2.17M | 0.04% | +4,566+12.3% | Added |
| One Wealth Advisors, LLC | 40,816 | $2.12M | 0.31% | +40,816 | New |
| Citadel Advisors LLC | 40,643 | $2.11M | 0.00% | +14,125+53.3% | Added |
| UMA Financial Services, Inc. | 40,012 | $2.08M | 0.35% | +40,012 | New |
| Jones Financial Companies LLLP | 39,331 | $2.04M | 0.00% | +7,533+23.7% | Added |
| Peak Retirement Planning, Inc. | 37,670 | $1.99M | 1.34% | +37,670 | New |
| Scotia Capital Inc. | 37,812 | $1.97M | 0.01% | +37,812 | New |
| Visionary Wealth Advisors | 37,309 | $1.94M | 0.11% | −1,334−3.5% | Reduced |
| Public Employees Retirement System of Ohio | 37,200 | $1.93M | 0.01% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 36,100 | $1.88M | 0.01% | −3,700−9.3% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 35,466 | $1.84M | 0.15% | −62,268−63.7% | Reduced |
| Bush Investment Group, LLC | 35,349 | $1.84M | 1.43% | +35,349 | New |
| Beacon Pointe Advisors, LLC | 34,941 | $1.82M | 0.02% | −1,173−3.2% | Reduced |
| Sovran Advisors, LLC | 34,222 | $1.81M | 0.26% | +34,222 | New |
| KPP Advisory Services LLC | 34,746 | $1.81M | 0.43% | +23,042+196.9% | Added |
| Leo Wealth, LLC | 34,720 | $1.81M | 0.16% | +3,651+11.8% | Added |
| Advisory Alpha, LLC | 34,032 | $1.77M | 0.06% | −1,395−3.9% | Reduced |
| Merit Financial Group, LLC | 33,267 | $1.73M | 0.03% | −733−2.2% | Reduced |
| Compass Ion Advisors, LLC | 33,093 | $1.72M | 0.20% | +4,016+13.8% | Added |
| Legacy Capital Wealth Partners, LLC | 32,568 | $1.69M | 0.42% | +802+2.5% | Added |
| Courier Capital LLC | 32,463 | $1.69M | 0.12% | +32,463 | New |
| Gradient Capital Advisors, LLC | 31,702 | $1.65M | 0.53% | −1,257−3.8% | Reduced |
| Vermillion & White Wealth Management Group, LLC | 31,691 | $1.65M | 1.21% | −2,686−7.8% | Reduced |
| Creative Planning | 31,335 | $1.63M | 0.00% | −9,814−23.8% | Reduced |
| Adviser Investments LLC | 30,681 | $1.60M | 0.02% | +25,448+486.3% | Added |
| Cambridge Associates LLC | 30,631 | $1.59M | 0.05% | 00.0% | Unchanged |
| GWM Advisors LLC | 30,503 | $1.59M | 0.01% | −14,039−31.5% | Reduced |
| Brown Financial Advisors | 30,014 | $1.56M | 0.63% | −1,332−4.2% | Reduced |
| Forbes J M & Co LLP | 28,711 | $1.49M | 0.14% | 00.0% | Unchanged |
| Valicenti Advisory Services Inc | 28,394 | $1.48M | 0.37% | +1,138+4.2% | Added |
| Aspetuck Financial Management LLC | 28,114 | $1.46M | 1.14% | +28,114 | New |
| Richard Bernstein Advisors LLC | 27,621 | $1.44M | 0.03% | −130−0.5% | Reduced |
| Thrive Capital Management, LLC | 27,394 | $1.42M | 0.65% | +8,518+45.1% | Added |
| PDS Planning, Inc | 27,051 | $1.41M | 0.12% | +1,018+3.9% | Added |
| Astoria Portfolio Advisors LLC. | 26,292 | $1.39M | 0.50% | −76,905−74.5% | Reduced |
| Brown Miller Wealth Management, LLC | 26,460 | $1.38M | 0.53% | +771+3.0% | Added |
| Robinson Value Management, Ltd. | 26,393 | $1.37M | 0.91% | +30+0.1% | Added |
| Tocqueville Asset Management L.P. | 26,067 | $1.36M | 0.02% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 25,541 | $1.33M | 0.04% | +7,036+38.0% | Added |
| Whittier Trust Co of Nevada Inc | 25,500 | $1.33M | 0.03% | 00.0% | Unchanged |
| Leading Edge Financial Planning LLC | 25,102 | $1.31M | 0.43% | −210−0.8% | Reduced |
| One Charles Private Wealth Services, LLC | 24,404 | $1.27M | 0.43% | +1,572+6.9% | Added |
| Valtinson Bruner Financial Planning LLC | 24,013 | $1.25M | 0.44% | +1,814+8.2% | Added |
| Sargent Investment Group, LLC | 23,015 | $1.21M | 0.20% | +4,000+21.0% | Added |
| Holistic Planning, LLC | 23,038 | $1.20M | 0.43% | +17,821+341.6% | Added |
| New England Private Wealth Advisors LLC | 22,863 | $1.19M | 0.19% | 00.0% | Unchanged |
| Mattson Financial Services, LLC | 22,773 | $1.19M | 0.38% | −3,164−12.2% | Reduced |
| Advyzon Investment Management, LLC | 22,473 | $1.17M | 0.45% | +22,473 | New |
| Bravias Capital Group, LLC | 20,926 | $1.16M | 0.94% | +20,926 | New |
| Detalus Advisors, LLC | 22,096 | $1.15M | 0.38% | +22,096 | New |
| Heritage Wealth Advisors | 21,975 | $1.14M | 0.06% | −108−0.5% | Reduced |
| Hollencrest Capital Management | 21,890 | $1.14M | 0.05% | +30+0.1% | Added |
| CIBC Private Wealth Group, LLC | 21,412 | $1.13M | 0.00% | +185+0.9% | Added |
| Headlands Technologies LLC | 21,578 | $1.12M | 0.11% | +6,289+41.1% | Added |
| Prosperity Consulting Group, LLC | 21,181 | $1.10M | 0.08% | −29,634−58.3% | Reduced |
| Carret Asset Management, LLC | 21,136 | $1.10M | 0.12% | −195−0.9% | Reduced |
| BlackRock, Inc. | 21,053 | $1.09M | 0.00% | +21,053 | New |
| Green Harvest Asset Management LLC | 20,929 | $1.09M | 0.02% | +2,033+10.8% | Added |
| Per Stirling Capital Management, LLC. | 20,555 | $1.07M | 0.15% | −359−1.7% | Reduced |
| Petix & Botte Co | 20,396 | $1.06M | 0.28% | −19,236−48.5% | Reduced |
| Apella Capital, LLC | 20,178 | $1.05M | 0.04% | +2,865+16.5% | Added |
| Total Investment Management Inc | 19,808 | $1.03M | 0.14% | 00.0% | Unchanged |
| Diligent Investors, LLC | 19,711 | $1.02M | 0.24% | 00.0% | Unchanged |
| Quartz Partners, LLC | 19,475 | $1.01M | 0.62% | −1,301−6.3% | Reduced |
| Castleview Partners, LLC | 19,171 | $1.01M | 0.54% | +19,171 | New |
| Merkkuri Wealth Advisors LLC | 19,007 | $988.2K | 0.78% | +2,975+18.6% | Added |
| Valmark Advisers, Inc. | 18,995 | $987.5K | 0.02% | +1,582+9.1% | Added |
| SWMG, LLC | 17,932 | $979.4K | 0.39% | −1,126−5.9% | Reduced |
| MAI Capital Management | 18,809 | $977.9K | 0.01% | +18,809 | New |
| Kickstand Ventures, LLC. | 18,597 | $966.9K | 0.25% | +18,597 | New |
| Continuum Advisory, LLC | 18,045 | $938.2K | 0.12% | +12+0.1% | Added |
| Magnolia Private Wealth, LLC | 17,918 | $931.6K | 0.83% | +17,918 | New |
| BlackDiamond Wealth Management Inc. | 17,798 | $925.3K | 0.53% | +4,603+34.9% | Added |
| Mayflower Financial Advisors, LLC | 17,524 | $911.1K | 0.14% | +17,524 | New |
| Focus Financial Network, Inc. | 17,502 | $909.9K | 0.04% | +17,502 | New |
| Kendall Capital Management | 17,347 | $901.9K | 0.26% | −1,271−6.8% | Reduced |
| Tableaux LLC | 17,342 | $901.6K | 0.75% | +17,342 | New |
| Kestra Advisory Services, LLC | 17,240 | $896.3K | 0.00% | −1,190−6.5% | Reduced |
| Buckingham Strategic Partners | 17,079 | $887.9K | 0.01% | +1,512+9.7% | Added |
| Myecfo, LLC | 17,045 | $886.2K | 0.48% | +1,840+12.1% | Added |
| WCG Wealth Advisors LLC | 16,541 | $860.0K | 0.06% | +3,759+29.4% | Added |
| Copia Wealth Management | 16,470 | $856.3K | 0.81% | +16,470 | New |
| Paladin Wealth, LLC | 16,274 | $846.1K | 0.73% | −585−3.5% | Reduced |
| 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 |
| SeaCrest Wealth Management, LLC | 16,043 | $834.1K | 0.09% | +1,274+8.6% | Added |
| Auour Investments LLC | 14,944 | $829.1K | 0.29% | +1,041+7.5% | Added |
| Brown Advisory Inc | 15,659 | $814.1K | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 15,568 | $809.4K | 0.03% | +15,568 | New |
| Vertex Planning Partners, LLC | 15,421 | $801.7K | 0.18% | +15,421 | New |
| Ameritas Advisory Services, LLC | 15,273 | $794.0K | 0.03% | +15,273 | New |
| Caldwell Trust Co | 15,054 | $782.7K | 0.08% | +27+0.2% | Added |
| Central Trust Co | 14,900 | $774.7K | 0.02% | −35−0.2% | Reduced |