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Livermore
Livermore
ZHEN

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.

Institutional holdersQ4 2024: 541 institutions
Q1 2021: 227 institutionsQ2 2021: 239 institutionsQ3 2021: 235 institutionsQ4 2021: 258 institutionsQ1 2022: 240 institutionsQ2 2022: 274 institutionsQ3 2022: 255 institutionsQ4 2022: 275 institutionsQ1 2023: 319 institutionsQ2 2023: 334 institutionsQ3 2023: 345 institutionsQ4 2023: 374 institutionsQ1 2024: 375 institutionsQ2 2024: 406 institutionsQ3 2024: 465 institutionsQ4 2024: 541 institutionsQ1 2025: 618 institutionsQ2 2025: 702 institutionsQ3 2025: 754 institutionsQ4 2025: 877 institutionsQ1 2026: 913 institutionsQ2 2026: 922 institutions
Value heldQ4 2024: $5.84B
Q1 2021: $2.69BQ2 2021: $2.80BQ3 2021: $2.75BQ4 2021: $2.84BQ1 2022: $2.49BQ2 2022: $3.09BQ3 2022: $2.88BQ4 2022: $3.19BQ1 2023: $3.82BQ2 2023: $4.12BQ3 2023: $3.52BQ4 2023: $3.83BQ1 2024: $4.28BQ2 2024: $4.20BQ3 2024: $5.94BQ4 2024: $5.84BQ1 2025: $8.05BQ2 2025: $9.15BQ3 2025: $11.7BQ4 2025: $13.9BQ1 2026: $15.1BQ2 2026: $14.3B
Institutions holding GLDM and their total value by quarter
QuarterHoldersValue
Q2 2026922$14.3B
Q1 2026913$15.1B
Q4 2025877$13.9B
Q3 2025754$11.7B
Q2 2025702$9.15B
Q1 2025618$8.05B
Q4 2024541$5.84B
Q3 2024465$5.94B
Q2 2024406$4.20B
Q1 2024375$4.28B
Q4 2023374$3.83B
Q3 2023345$3.52B
Q2 2023334$4.12B
Q1 2023319$3.82B
Q4 2022275$3.19B
Q3 2022255$2.88B
Q2 2022274$3.09B
Q1 2022240$2.49B
Q4 2021258$2.84B
Q3 2021235$2.75B
Q2 2021239$2.80B
Q1 2021227$2.69B

Institutions, Q4 2024

Shares, value and share of portfolio for each institution holding World Gold Trust; share changes are against Q3 2024.

Institutions holding GLDM in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
PFG Advisors14,591$758.6K0.05%+14,591New
Mitchell McLeod Pugh & Williams Inc14,557$756.8K0.16%+872+6.4%Added
Eagle Global Advisors LLC14,500$753.9K0.03%+14,500New
Pathway Financial Advisors LLC14,409$749.1K0.17%00.0%Unchanged
Semper Augustus Investments Group LLCSuperinvestorSemper Augustus14,365$746.8K0.13%+1,905+15.3%Added
Capital Management Associates, Inc14,275$742.2K0.28%+4,696+49.0%Added
Patten Group, Inc.14,024$729.1K0.16%+5,829+71.1%Added
Kingsview Wealth Management, LLC14,020$728.9K0.01%−489−3.4%Reduced
Mutual Advisors, LLC13,510$726.7K0.02%+2,914+27.5%Added
Nwam LLC13,932$724.3K0.04%+3,374+32.0%Added
Norden Group LLC13,868$721.0K0.08%−14,288−50.7%Reduced
Formidable Asset Management, LLC13,666$710.5K0.12%−879−6.0%Reduced
Breed's Hill Capital LLC13,617$707.9K0.37%00.0%Unchanged
Johnson Financial Group, Inc.12,674$703.2K0.03%−156−1.2%Reduced
Acorn Wealth Advisors, LLC13,499$701.8K0.29%−3,311−19.7%Reduced
Maia Wealth LLC12,701$689.9K0.15%+12,701New
Kaufman Rossin Wealth, LLC13,150$683.7K0.70%+13,150New
Clearstead Advisors, LLC13,101$681.1K0.01%+1,012+8.4%Added
Spectrum Planning & Advisory Services Inc.13,026$677.2K0.59%+13,026New
Tradition Wealth Management, LLC12,876$669.4K0.06%+12,876New
Tokio Marine Asset Management Co Ltd12,800$665.5K0.02%−10,300−44.6%Reduced
AQR Capital Management LLC12,618$656.0K0.00%+12,618New
Destiny Capital Corp12,502$650.0K0.39%00.0%Unchanged
Atomi Financial Group, Inc.12,129$630.6K0.03%+12,129New
Harbour Investments, Inc.12,066$627.3K0.02%+4,208+53.6%Added
MSH Capital Advisors LLC12,020$624.9K0.20%+12,020New
Vista Wealth Management Group, LLC12,000$623.9K0.04%00.0%Unchanged
Etesian Wealth Advisors, Inc.11,695$608.0K0.27%00.0%Unchanged
Betterment LLC11,495$598.0K0.00%−31−0.3%Reduced
Fundamentun, LLC11,404$592.9K0.04%+7,530+194.4%Added
Pecaut & Co.11,364$590.8K0.20%+887+8.5%Added
Relyea Zuckerberg Hanson LLC11,180$581.2K0.08%+11,180New
Weil Company, Inc.11,055$574.7K0.20%−398−3.5%Reduced
Choate Investment Advisors11,028$573.3K0.01%00.0%Unchanged
Washington Trust Co10,972$570.4K0.02%−2,352−17.7%Reduced
U.S. Capital Wealth Advisors, LLC10,881$565.7K0.02%+10,881New
Sage Mountain Advisors LLC10,830$563.1K0.04%00.0%Unchanged
Marshall & Sterling Wealth Advisors Inc.10,681$555.3K0.38%+10,681New
Sigma Planning Corp10,661$554.3K0.02%+1,793+20.2%Added
Michael B. Yongue10,434$542.5K0.43%−1,039−9.1%Reduced
New York Life Investment Management LLC10,366$538.9K0.01%−76,405−88.1%Reduced
JT Stratford LLC10,300$535.5K0.09%−3,525−25.5%Reduced
4WEALTH Advisors, Inc.10,258$533.3K0.55%+10,258New
Diversify Advisory Services, LLC9,820$527.4K0.03%−6,848−41.1%Reduced
Laidlaw Wealth Management LLC10,135$526.9K0.23%−103−1.0%Reduced
Sovereign Financial Group, Inc.10,080$524.1K0.12%+526+5.5%Added
Axxcess Wealth Management, LLC9,735$506.1K0.01%−1,990−17.0%Reduced
Segment Wealth Management, LLC9,500$493.9K0.03%00.0%Unchanged
Indiana Trust & Investment Management CO9,500$493.9K0.17%+7,500+375.0%Added
Theory Financial LLC9,442$490.9K0.21%+9,442New
Advisory Services Network, LLC9,393$488.3K0.01%+4,643+97.7%Added
CI Private Wealth, LLC9,390$488.2K0.00%−13,062−58.2%Reduced
Apeiron RIA LLC9,317$484.4K0.14%+9,317New
Rakuten Securities, Inc.9,304$483.7K0.19%+6,483+229.8%Added
Verdence Capital Advisors LLC9,300$483.5K0.04%00.0%Unchanged
Middleton & Co Inc9,151$475.8K0.05%00.0%Unchanged
Envestnet Portfolio Solutions, Inc.9,094$472.8K0.00%+257+2.9%Added
IFG Advisors, LLC9,001$468.0K0.09%+9,001New
Perennial Investment Advisors, LLC8,923$463.9K0.05%+8,923New
Creative Financial Designs Inc8,488$441.3K0.04%+3,711+77.7%Added
Signet Financial Management, LLC8,346$433.9K0.06%−296−3.4%Reduced
Lifelong Wealth Advisors, Inc.8,322$432.7K0.19%+8,322New
Crews Bank & Trust8,275$430.2K0.07%+8,275New
Spire Wealth Management8,264$429.6K0.01%−12,028−59.3%Reduced
Wealthcare Capital Partners, LLC8,252$429.0K0.22%+8,252New
Oceanside Advisors LLC7,851$408.2K0.30%−73−0.9%Reduced
DeDora Capital, Inc.7,842$407.7K0.11%+414+5.6%Added
Denver Wealth Management, Inc.7,793$405.2K0.18%00.0%Unchanged
HM Payson & Co7,769$403.9K0.01%+2,519+48.0%Added
Mather Group, LLC.7,769$403.9K0.01%+575+8.0%Added
Independent Financial Group, LLC7,699$400.3K0.01%+7,699New
Advisors Capital Management, LLC7,596$394.9K0.01%+1,745+29.8%Added
Nova Wealth Management, Inc.7,511$390.5K0.34%+7,511New
Diversify Wealth Management, LLC7,262$390.0K0.03%−8,516−54.0%Reduced
Smith Anglin Financial, LLC7,480$388.9K0.04%−1,623−17.8%Reduced
Fiduciary Trust Co7,366$383.0K0.01%+3,288+80.6%Added
Requisite Capital Management, LLC7,261$377.5K0.08%−14,200−66.2%Reduced
My Legacy Advisors, LLC7,053$376.8K0.15%+7,053New
Capital Analysts, LLC7,211$375.0K0.02%−2,548−26.1%Reduced
Intrua Financial, LLC7,202$374.4K0.06%00.0%Unchanged
YHB Investment Advisors, Inc.6,950$361.3K0.03%+6,950New
Compass Financial Services Inc6,828$355.0K0.20%+6,828New
HBW Advisory Services LLC6,628$344.6K0.05%−2,150−24.5%Reduced
FMR LLC6,525$339.2K0.00%−900−12.1%Reduced
Vermillion Wealth Management, Inc.6,512$338.6K0.17%+6,512New
Gibbs Wealth Management6,485$337.2K0.09%−5,079−43.9%Reduced
WealthPLAN Partners, LLC6,484$337.1K0.05%+6,484New
Western Wealth Management, LLC6,389$332.2K0.02%+6,389New
Warren Averett Asset Management, LLC6,329$329.0K0.01%+273+4.5%Added
AMG National Trust Bank6,340$327.5K0.01%+6,340New
Captrust Financial Advisors6,210$322.9K0.00%−1,152−15.6%Reduced
Lee Financial Co6,188$321.7K0.05%00.0%Unchanged
Sound View Wealth Advisors Group, LLC6,105$317.4K0.03%00.0%Unchanged
Belpointe Asset Management LLC6,364$315.6K0.02%00.0%Unchanged
McAdam, LLC6,036$313.8K0.02%00.0%Unchanged
Access Investment Management LLC6,020$313.0K0.09%00.0%Unchanged
Birch Capital Management, LLC6,012$312.6K0.16%−10.0%Reduced
International Private Wealth Advisors LLC5,822$302.7K0.30%−22−0.4%Reduced
Global View Capital Management LLC5,705$300.6K0.11%+5,705New
Blackston Financial Advisory Group, LLC5,720$297.4K0.15%+5,720New