Skip to main content

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, Q1 2021

Institutional positions in World Gold Trust as of Mar 31, 2021. 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
227
No complete 13F data for Q4 2020
Shares held
158.3M
No complete 13F data for Q4 2020
Total value
$2.69B
No complete 13F data for Q4 2020

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 holdersQ1 2021: 227 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: 878 institutionsQ1 2026: 913 institutionsQ2 2026: 922 institutions
Value heldQ1 2021: $2.69B
Q1 2021: $2.69BQ2 2021: $2.81BQ3 2021: $2.75BQ4 2021: $2.86BQ1 2022: $2.55BQ2 2022: $3.11BQ3 2022: $2.88BQ4 2022: $3.67BQ1 2023: $3.95BQ2 2023: $4.12BQ3 2023: $3.52BQ4 2023: $4.09BQ1 2024: $4.84BQ2 2024: $4.21BQ3 2024: $5.95BQ4 2024: $5.85BQ1 2025: $8.05BQ2 2025: $9.26BQ3 2025: $11.8BQ4 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 2025878$13.9B
Q3 2025754$11.8B
Q2 2025702$9.26B
Q1 2025618$8.05B
Q4 2024541$5.85B
Q3 2024465$5.95B
Q2 2024406$4.21B
Q1 2024375$4.84B
Q4 2023374$4.09B
Q3 2023345$3.52B
Q2 2023334$4.12B
Q1 2023319$3.95B
Q4 2022275$3.67B
Q3 2022255$2.88B
Q2 2022274$3.11B
Q1 2022240$2.55B
Q4 2021258$2.86B
Q3 2021235$2.75B
Q2 2021239$2.81B
Q1 2021227$2.69B

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding World Gold Trust.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding GLDM in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Adventist Health System Sunbelt Healthcare Corp16,890,996$287.1M13.55%––
Sumitomo Mitsui Trust Holdings, Inc.15,600,000$265.2M0.17%––
Cassaday & Co Inc.10,447,027$177.6M22.59%––
3EDGE Asset Management, LP10,087,907$171.5M14.37%––
Morgan Stanley9,501,381$161.5M0.02%––
Toroso Investments, LLC8,001,219$136.0M6.36%––
RGT Wealth Advisors, LLC6,809,974$115.8M22.60%––
Bank of New York Mellon Corp5,875,651$99.9M0.02%––
Evoke Wealth, LLC5,800,225$98.6M4.46%––
UBS Group AG5,102,672$86.7M0.04%––
SEI Investments Co3,801,462$66.8M0.17%––
Cohen & Steers, Inc.3,343,560$56.8M0.12%––
Mirae Asset Global Investments Co., Ltd.3,246,946$55.2M0.19%––
Bank of America Corp2,829,890$48.1M0.01%––
Gradient Investments LLC2,573,984$43.8M1.42%––
Pinnacle Advisory Group, Inc.2,223,651$37.8M1.74%––
Hollow Brook Wealth Management LLC2,155,243$36.6M24.06%––
Envestnet Asset Management Inc2,009,578$34.2M0.02%––
LPL Financial LLC1,765,759$30.0M0.03%––
Strategic Financial Services, Inc,1,741,853$29.6M2.50%––
Richard C. Young & CO., LTD.1,727,754$29.4M3.90%––
American Investment Services, Inc.1,711,721$29.1M7.88%––
Advisory Alpha, LLC1,553,734$26.4M2.66%––
PFS Investments Inc.1,533,378$26.1M0.67%––
Royal Bank of Canada1,457,732$24.8M0.01%––
HighTower Advisors, LLC1,355,401$23.0M0.07%––
Capital Planning Advisors, LLC1,315,665$22.4M5.01%––
Brandywine Oak Private Wealth LLC1,298,707$22.1M3.25%––
Raymond James Financial Services Advisors, Inc.1,191,340$20.3M0.05%––
Burt Wealth Advisors1,163,846$19.8M7.29%––
Cardan Capital Partners, LLC1,076,640$18.3M2.20%––
Assetmark, Inc1,014,082$17.2M0.09%––
Raymond James & Associates911,337$15.5M0.02%––
Ameriprise Financial Inc758,864$12.9M0.00%––
Geneos Wealth Management Inc.696,655$12.3M0.34%––
Stifel Financial Corp624,105$10.6M0.02%––
Quest Capital Management Inc611,742$10.4M2.23%––
Financial Management Professionals, Inc.561,527$9.55M2.55%––
Nottingham Advisors, Inc.545,017$9.27M1.04%––
JNBA Financial Advisors544,776$9.26M1.34%––
Donoghue Forlines LLC537,985$9.15M1.78%––
Advisor Group Holdings, Inc.528,513$8.98M0.02%––
Financial Enhancement Group LLC498,145$8.47M1.73%––
MBL Wealth, LLC483,661$8.22M2.87%––
TPG Financial Advisors, LLC477,211$8.11M5.66%––
Timber Creek Capital Management LLC475,432$8.08M3.11%––
Requisite Capital Management, LLC470,579$8.00M1.86%––
Deutsche Bank AG460,000$7.82M0.00%––
Mercer Global Advisors Inc452,750$7.70M0.07%––
Kelman-Lazarov, Inc.445,248$7.57M2.70%––
Financial Strategies Group, Inc.442,373$7.52M3.89%––
Retirement Income Solutions, Inc426,473$7.25M2.50%––
Cambridge Investment Research Advisors, Inc.420,749$7.15M0.04%––
Stratos Wealth Partners, LTD.371,799$6.32M0.17%––
20/20 Capital Management, Inc.334,548$5.69M1.65%––
Baird Financial Group, Inc.323,070$5.49M0.02%––
E Fund Management Co., Ltd.318,474$5.41M0.44%––
Atria Investments LLC318,140$5.41M0.12%––
MML Investors Services, LLC310,778$5.28M0.05%––
Cascadia Advisory Services, LLC305,135$5.19M1.15%––
Clark Capital Management Group, Inc.287,163$4.88M0.07%––
Versant Capital Management, Inc286,207$4.87M1.77%––
Tokio Marine Asset Management Co Ltd220,000$3.74M0.38%––
Ci Investments Inc.215,069$3.66M0.02%––
Abbrea Capital, LLC212,353$3.61M0.60%––
Hudson Capital Management LLC201,113$3.42M1.46%––
Mariner, LLC195,976$3.33M0.02%––
Avantax Advisory Services, Inc.195,226$3.32M0.07%––
BKD Wealth Advisors, LLC192,905$3.28M0.16%––
Zhang Financial LLC179,673$3.08M0.83%––
Harbor Investment Advisory, LLC172,381$2.93M0.44%––
Creative Planning163,169$2.77M0.01%––
State Street Corp158,354$2.69M0.00%––
Mid Atlantic Financial Management Inc153,174$2.60M0.19%––
EisnerAmper Wealth Management Corporate Benefits, LLC151,519$2.58M1.39%––
Rockefeller Capital Management L.P.149,160$2.54M0.02%––
Federation des caisses Desjardins du Quebec148,142$2.52M0.03%––
Marble Harbor Investment Counsel, LLC147,200$2.50M0.34%––
Belpointe Asset Management LLC142,103$2.42M0.21%––
Commonwealth Equity Services, LLC137,900$2.34M0.01%––
Purus Wealth Management, LLC137,458$2.34M1.96%––
Inspirion Wealth Advisors, LLC136,118$2.31M0.61%––
Gould Asset Management LLC122,176$2.08M0.63%––
Baker Tilly Wealth Management, LLC119,837$2.04M0.42%––
Baker Ellis Asset Management LLC118,300$2.01M0.43%––
Scotia Capital Inc.114,605$1.95M0.02%––
Accretive Wealth Partners, LLC110,971$1.89M1.70%––
Sargent Investment Group, LLC110,156$1.87M0.50%––
Formidable Asset Management, LLC108,114$1.82M0.40%––
Virtu Financial LLC107,021$1.82M0.13%––
WFA of San Diego, LLC106,930$1.82M1.51%––
Wells Fargo & Company105,300$1.79M0.00%––
Cambridge Associates LLC102,793$1.75M0.14%––
Franklin Resources Inc98,024$1.67M0.00%––
Nelson, Van Denburg & Campbell Wealth Management Group, LLC94,437$1.60M0.17%––
Altavista Wealth Management, Inc.91,659$1.56M0.38%––
Continuum Advisory, LLC88,479$1.55M0.65%––
Jacobi Capital Management LLC85,504$1.45M0.21%––
Colonial River Wealth Management, LLC85,496$1.45M1.17%––
Mission Creek Capital Partners, Inc.83,198$1.41M0.21%––