World Gold Trust

GLDM

Exchange: NYSE
Industry: Commodity Contracts Brokers & Dealers
SEC CIK: 0001618181

SEC filings (opens in a new tab)

No open-market purchases or sales by World Gold Trust insiders were filed in the last 90 days; 925 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

Value heldQ1 2021: $2.69B

Institutions holding GLDM and their total value by quarter
Quarter	Holders	Value
Q2 2026	925	$14.3B
Q1 2026	915	$15.1B
Q4 2025	878	$13.9B
Q3 2025	757	$11.7B
Q2 2025	705	$9.15B
Q1 2025	621	$8.05B
Q4 2024	542	$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	320	$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, 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
Institution	Shares	Value	% of portfolio	Change in shares	Action
Adventist Health System Sunbelt Healthcare Corp	16,890,996	$287.1M	13.55%	–	–
Sumitomo Mitsui Trust Holdings, Inc.	15,600,000	$265.2M	0.17%	–	–
Cassaday & Co Inc.	10,447,027	$177.6M	22.59%	–	–
3EDGE Asset Management, LP	10,087,907	$171.5M	14.37%	–	–
Morgan Stanley	9,501,381	$161.5M	0.02%	–	–
Toroso Investments, LLC	8,001,219	$136.0M	6.36%	–	–
RGT Wealth Advisors, LLC	6,809,974	$115.8M	22.60%	–	–
Bank of New York Mellon Corp	5,875,651	$99.9M	0.02%	–	–
Evoke Wealth, LLC	5,800,225	$98.6M	4.46%	–	–
UBS Group AG	5,102,672	$86.7M	0.04%	–	–
SEI Investments Co	3,801,462	$66.8M	0.17%	–	–
Cohen & Steers, Inc.	3,343,560	$56.8M	0.12%	–	–
Mirae Asset Global Investments Co., Ltd.	3,246,946	$55.2M	0.19%	–	–
Bank of America Corp	2,829,890	$48.1M	0.01%	–	–
Gradient Investments LLC	2,573,984	$43.8M	1.42%	–	–
Pinnacle Advisory Group, Inc.	2,223,651	$37.8M	1.74%	–	–
Hollow Brook Wealth Management LLC	2,155,243	$36.6M	24.06%	–	–
Envestnet Asset Management Inc	2,009,578	$34.2M	0.02%	–	–
LPL Financial LLC	1,765,759	$30.0M	0.03%	–	–
Strategic Financial Services, Inc,	1,741,853	$29.6M	2.50%	–	–
Richard C. Young & CO., LTD.	1,727,754	$29.4M	3.90%	–	–
American Investment Services, Inc.	1,711,721	$29.1M	7.88%	–	–
Advisory Alpha, LLC	1,553,734	$26.4M	2.66%	–	–
PFS Investments Inc.	1,533,378	$26.1M	0.67%	–	–
Royal Bank of Canada	1,457,732	$24.8M	0.01%	–	–
HighTower Advisors, LLC	1,355,401	$23.0M	0.07%	–	–
Capital Planning Advisors, LLC	1,315,665	$22.4M	5.01%	–	–
Brandywine Oak Private Wealth LLC	1,298,707	$22.1M	3.25%	–	–
Raymond James Financial Services Advisors, Inc.	1,191,340	$20.3M	0.05%	–	–
Burt Wealth Advisors	1,163,846	$19.8M	7.29%	–	–
Cardan Capital Partners, LLC	1,076,640	$18.3M	2.20%	–	–
Assetmark, Inc	1,014,082	$17.2M	0.09%	–	–
Raymond James & Associates	911,337	$15.5M	0.02%	–	–
Ameriprise Financial Inc	758,864	$12.9M	0.00%	–	–
Geneos Wealth Management Inc.	696,655	$12.3M	0.34%	–	–
Stifel Financial Corp	624,105	$10.6M	0.02%	–	–
Quest Capital Management Inc	611,742	$10.4M	2.23%	–	–
Financial Management Professionals, Inc.	561,527	$9.55M	2.55%	–	–
Nottingham Advisors, Inc.	545,017	$9.27M	1.04%	–	–
JNBA Financial Advisors	544,776	$9.26M	1.34%	–	–
Donoghue Forlines LLC	537,985	$9.15M	1.78%	–	–
Advisor Group Holdings, Inc.	528,513	$8.98M	0.02%	–	–
Financial Enhancement Group LLC	498,145	$8.47M	1.73%	–	–
MBL Wealth, LLC	483,661	$8.22M	2.87%	–	–
TPG Financial Advisors, LLC	477,211	$8.11M	5.66%	–	–
Timber Creek Capital Management LLC	475,432	$8.08M	3.11%	–	–
Requisite Capital Management, LLC	470,579	$8.00M	1.86%	–	–
Deutsche Bank AG	460,000	$7.82M	0.00%	–	–
Mercer Global Advisors Inc	452,750	$7.70M	0.07%	–	–
Kelman-Lazarov, Inc.	445,248	$7.57M	2.70%	–	–
Financial Strategies Group, Inc.	442,373	$7.52M	3.89%	–	–
Retirement Income Solutions, Inc	426,473	$7.25M	2.50%	–	–
Cambridge Investment Research Advisors, Inc.	420,749	$7.15M	0.04%	–	–
Stratos Wealth Partners, LTD.	371,799	$6.32M	0.17%	–	–
20/20 Capital Management, Inc.	334,548	$5.69M	1.65%	–	–
Baird Financial Group, Inc.	323,070	$5.49M	0.02%	–	–
E Fund Management Co., Ltd.	318,474	$5.41M	0.44%	–	–
Atria Investments LLC	318,140	$5.41M	0.12%	–	–
MML Investors Services, LLC	310,778	$5.28M	0.05%	–	–
Cascadia Advisory Services, LLC	305,135	$5.19M	1.15%	–	–
Clark Capital Management Group, Inc.	287,163	$4.88M	0.07%	–	–
Versant Capital Management, Inc	286,207	$4.87M	1.77%	–	–
Tokio Marine Asset Management Co Ltd	220,000	$3.74M	0.38%	–	–
Ci Investments Inc.	215,069	$3.66M	0.02%	–	–
Abbrea Capital, LLC	212,353	$3.61M	0.60%	–	–
Hudson Capital Management LLC	201,113	$3.42M	1.46%	–	–
Mariner, LLC	195,976	$3.33M	0.02%	–	–
Avantax Advisory Services, Inc.	195,226	$3.32M	0.07%	–	–
BKD Wealth Advisors, LLC	192,905	$3.28M	0.16%	–	–
Zhang Financial LLC	179,673	$3.08M	0.83%	–	–
Harbor Investment Advisory, LLC	172,381	$2.93M	0.44%	–	–
Creative Planning	163,169	$2.77M	0.01%	–	–
State Street Corp	158,354	$2.69M	0.00%	–	–
Mid Atlantic Financial Management Inc	153,174	$2.60M	0.19%	–	–
EisnerAmper Wealth Management Corporate Benefits, LLC	151,519	$2.58M	1.39%	–	–
Rockefeller Capital Management L.P.	149,160	$2.54M	0.02%	–	–
Federation des caisses Desjardins du Quebec	148,142	$2.52M	0.03%	–	–
Marble Harbor Investment Counsel, LLC	147,200	$2.50M	0.34%	–	–
Belpointe Asset Management LLC	142,103	$2.42M	0.21%	–	–
Commonwealth Equity Services, LLC	137,900	$2.34M	0.01%	–	–
Purus Wealth Management, LLC	137,458	$2.34M	1.96%	–	–
Inspirion Wealth Advisors, LLC	136,118	$2.31M	0.61%	–	–
Gould Asset Management LLC	122,176	$2.08M	0.63%	–	–
Baker Tilly Wealth Management, LLC	119,837	$2.04M	0.42%	–	–
Baker Ellis Asset Management LLC	118,300	$2.01M	0.43%	–	–
Scotia Capital Inc.	114,605	$1.95M	0.02%	–	–
Accretive Wealth Partners, LLC	110,971	$1.89M	1.70%	–	–
Sargent Investment Group, LLC	110,156	$1.87M	0.50%	–	–
Formidable Asset Management, LLC	108,114	$1.82M	0.40%	–	–
Virtu Financial LLC	107,021	$1.82M	0.13%	–	–
WFA of San Diego, LLC	106,930	$1.82M	1.51%	–	–
Wells Fargo & Company	105,300	$1.79M	0.00%	–	–
Cambridge Associates LLC	102,793	$1.75M	0.14%	–	–
Franklin Resources Inc	98,024	$1.67M	0.00%	–	–
Nelson, Van Denburg & Campbell Wealth Management Group, LLC	94,437	$1.60M	0.17%	–	–
Altavista Wealth Management, Inc.	91,659	$1.56M	0.38%	–	–
Continuum Advisory, LLC	88,479	$1.55M	0.65%	–	–
Jacobi Capital Management LLC	85,504	$1.45M	0.21%	–	–
Colonial River Wealth Management, LLC	85,496	$1.45M	1.17%	–	–
Mission Creek Capital Partners, Inc.	83,198	$1.41M	0.21%	–	–