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 |
|---|---|---|---|---|---|
| Heritage Investors Management Corp | 5,685 | $296.0K | 0.01% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 5,579 | $290.1K | 0.02% | −9,413−62.8% | Reduced |
| Appleton Partners Inc | 5,584 | $290.0K | 0.02% | −150−2.6% | Reduced |
| Avidian Wealth Solutions, LLC | 5,502 | $286.0K | 0.01% | +5,502 | New |
| Anchor Investment Management, LLC | 5,461 | $283.9K | 0.03% | 00.0% | Unchanged |
| ShoreHaven Wealth Partners, LLC | 5,450 | $283.3K | 0.13% | −152−2.7% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 5,393 | $280.4K | 0.04% | +5,393 | New |
| Signal Advisors Wealth, LLC | 5,354 | $278.4K | 0.03% | +5,354 | New |
| Integrated Wealth Concepts LLC | 5,037 | $261.9K | 0.00% | −273−5.1% | Reduced |
| Pineridge Advisors LLC | 4,996 | $259.7K | 0.10% | −85,786−94.5% | Reduced |
| N.E.W. Advisory Services LLC | 4,937 | $256.7K | 0.02% | +4,937 | New |
| StoneX Group Inc. | 4,877 | $253.6K | 0.01% | +200+4.3% | Added |
| United Asset Strategies, Inc. | 4,836 | $251.4K | 0.02% | +4,836 | New |
| Entruity Wealth, LLC | 4,830 | $251.1K | 0.25% | +4,830 | New |
| Matrix Trust Co | 4,756 | $247.0K | 0.04% | −4,905−50.8% | Reduced |
| Principal Securities, Inc. | 4,704 | $244.6K | 0.01% | −2,733−36.7% | Reduced |
| EP Wealth Advisors, LLC | 4,614 | $239.9K | 0.00% | +369+8.7% | Added |
| Comprehensive Money Management Services LLC | 4,579 | $238.1K | 0.20% | +4,579 | New |
| Redhawk Wealth Advisors, Inc. | 4,550 | $236.6K | 0.03% | +232+5.4% | Added |
| AlTi Global, Inc. | 4,518 | $234.9K | 0.01% | 00.0% | Unchanged |
| Victory Capital Management Inc | 4,502 | $234.1K | 0.00% | −215−4.6% | Reduced |
| WestEnd Advisors, LLC | 4,502 | $234.1K | 0.01% | −215−4.6% | Reduced |
| Regimen Wealth, LLC | 4,485 | $233.2K | 0.08% | −5,139−53.4% | Reduced |
| J.W. Cole Advisors, Inc. | 4,472 | $232.5K | 0.01% | +65+1.5% | Added |
| Selective Wealth Management, Inc. | 4,368 | $231.6K | 0.09% | 00.0% | Unchanged |
| Eldridge Investment Advisors, Inc. | 4,434 | $231.0K | 0.05% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 4,273 | $229.8K | 0.01% | −8,889−67.5% | Reduced |
| High Falls Advisors, Inc | 4,403 | $228.9K | 0.05% | +4,403 | New |
| Community Bank, N.A. | 4,377 | $227.6K | 0.03% | −155−3.4% | Reduced |
| Centaurus Financial, Inc. | 4,339 | $226.0K | 0.01% | +4,339 | New |
| Clear Creek Financial Management, LLC | 4,340 | $225.6K | 0.02% | +4,340 | New |
| Firethorn Wealth Partners, LLC | 4,273 | $222.2K | 0.11% | +4,273 | New |
| BKA Wealth Consulting, Inc. | 4,237 | $220.3K | 0.22% | 00.0% | Unchanged |
| First National Trust Co | 4,188 | $217.7K | 0.01% | −52−1.2% | Reduced |
| Sutton Place Investors LLC | 4,144 | $215.4K | 0.12% | +4,144 | New |
| RDA Financial Network | 4,059 | $211.0K | 0.06% | +4,059 | New |
| Noesis Capital Mangement Corp | 4,044 | $210.2K | 0.04% | 00.0% | Unchanged |
| Cardiff Park Advisors, LLC | 3,987 | $207.3K | 0.02% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 3,985 | $207.2K | 0.04% | 00.0% | Unchanged |
| Modern Wealth Management, LLC | 3,950 | $205.4K | 0.01% | −3,776−48.9% | Reduced |
| Lido Advisors, LLC | 3,920 | $203.8K | 0.00% | −77−1.9% | Reduced |
| Mosaic Family Wealth Partners, LLC | 3,918 | $203.7K | 0.03% | −39−1.0% | Reduced |
| Private Trust Co NA | 3,914 | $203.5K | 0.02% | −2,980−43.2% | Reduced |
| IFP Advisors, Inc | 3,492 | $181.5K | 0.01% | +98+2.9% | Added |
| Exchange Traded Concepts, LLC | 3,048 | $158.5K | 0.00% | −77−2.5% | Reduced |
| Gen-Wealth Partners Inc | 2,938 | $152.7K | 0.07% | +2,938 | New |
| Sanctuary Wealth Management, L.L.C. | 2,872 | $149.3K | 0.10% | +1,415+97.1% | Added |
| Federation des caisses Desjardins du Quebec | 2,835 | $147.4K | 0.00% | +137+5.1% | Added |
| Allworth Financial LP | 2,636 | $144.0K | 0.00% | +216+8.9% | Added |
| Larson Financial Group LLC | 2,575 | $133.9K | 0.01% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 2,444 | $127.1K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 2,428 | $126.2K | 0.00% | +2,001+468.6% | Added |
| Capital A Wealth Management, LLC | 2,420 | $125.8K | 0.21% | +2,420 | New |
| Laurel Wealth Advisors LLC | 2,368 | $123.1K | 0.02% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 2,273 | $118.2K | 0.10% | +2,273 | New |
| Semmax Financial Advisors Inc. | 2,030 | $117.8K | 0.03% | +2,030 | New |
| Rosenberg Matthew Hamilton | 2,044 | $106.3K | 0.03% | +2,044 | New |
| CWM, LLC | 1,908 | $99.0K | 0.00% | +580+43.7% | Added |
| Parkside Financial Bank & Trust | 1,898 | $98.7K | 0.01% | 00.0% | Unchanged |
| BFSG, LLC | 1,877 | $97.6K | 0.01% | 00.0% | Unchanged |
| Stonebridge Financial Group, LLC | 1,721 | $89.5K | 0.01% | +1,721 | New |
| FWL Investment Management, LLC | 1,600 | $83.2K | 0.03% | +1,600 | New |
| Ancora Advisors, LLC | 1,517 | $78.9K | 0.00% | +1,517 | New |
| Hartford Financial Management Inc. | 1,459 | $75.9K | 0.02% | −36−2.4% | Reduced |
| Glass Jacobson Investment Advisors llc | 1,429 | $74.3K | 0.02% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1,350 | $70.2K | 0.01% | +1,350 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 1,178 | $67.6K | 0.00% | +81+7.4% | Added |
| First Horizon Advisors, Inc. | 1,256 | $65.3K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 1,195 | $62.1K | 0.04% | −148−11.0% | Reduced |
| Colonial Trust Co | 1,152 | $59.9K | 0.01% | −543−32.0% | Reduced |
| Van Hulzen Asset Management, LLC | 1,067 | $55.5K | 0.00% | +1,067 | New |
| Barrett & Company, Inc. | 1,020 | $53.0K | 0.02% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 905 | $47.1K | 0.00% | +25+2.8% | Added |
| NBT Bank N A | 897 | $46.6K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 850 | $44.2K | 0.02% | 00.0% | Unchanged |
| Key Financial Inc | 837 | $43.5K | 0.01% | 00.0% | Unchanged |
| First Community Trust NA | 835 | $43.4K | 0.03% | +835 | New |
| Rothschild Investment LLC | 825 | $42.9K | 0.00% | 00.0% | Unchanged |
| Richards, Merrill & Peterson, Inc. | 800 | $41.6K | 0.02% | +800 | New |
| Studio Investment Management LLC | 700 | $36.4K | 0.01% | +700 | New |
| Beaird Harris Wealth Management, LLC | 662 | $34.4K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 628 | $32.6K | 0.00% | 00.0% | Unchanged |
| FLP Wealth Management, LLC | 554 | $28.8K | 0.07% | +554 | New |
| Smartleaf Asset Management LLC | 532 | $27.5K | 0.00% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 511 | $26.0K | 0.02% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 449 | $23.3K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 425 | $22.1K | 0.00% | +425 | New |
| Financial Management Professionals, Inc. | 420 | $21.8K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 366 | $19.0K | 0.00% | +2+0.5% | Added |
| EverSource Wealth Advisors, LLC | 358 | $18.6K | 0.00% | +218+155.7% | Added |
| Geneos Wealth Management Inc. | 303 | $15.8K | 0.00% | 00.0% | Unchanged |
| Minot DeBlois Advisors LLC | 288 | $15.0K | 0.01% | +288 | New |
| WFA Asset Management Corp | 287 | $14.9K | 0.01% | +287 | New |
| Tradewinds Capital Management, LLC | 246 | $12.8K | 0.00% | +246 | New |
| Bryn Mawr Trust Co | 236 | $12.3K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 233 | $12.1K | 0.00% | +233 | New |
| Park Square Financial Group, LLC | 232 | $12.1K | 0.01% | +232 | New |
| Tucker Asset Management LLC | 228 | $11.9K | 0.00% | +71+45.2% | Added |
| Main Street Group, LTD | 227 | $11.8K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 217 | $11.3K | 0.00% | 00.0% | Unchanged |