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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: 877 institutionsQ1 2026: 913 institutionsQ2 2026: 922 institutions
Value heldQ1 2021: $2.69B
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, 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
Prudential Financial Inc34,040$579.0K0.00%––
JPMorgan Chase & Co34,299$583.0K0.00%––
Evercore Wealth Management, LLC36,190$615.0K0.01%––
Weil Company, Inc.37,279$634.0K0.36%––
Gradient Capital Advisors, LLC38,011$646.0K0.34%––
Flagship Harbor Advisors, LLC38,625$657.0K0.07%––
Truist Financial Corp39,921$679.0K0.00%––
Tower Research Capital LLC (TRC)43,098$733.0K0.01%––
IndexIQ Advisors LLC43,335$736.0K0.03%––
Sigma Planning Corp44,835$762.0K0.02%––
CIBC Private Wealth Group, LLC45,145$767.0K0.00%––
Cerity Partners LLC45,324$771.0K0.02%––
Private Advisor Group, LLC45,784$778.0K0.01%––
BEAM Asset Management, LLC47,460$807.0K0.72%––
AdvisorNet Financial, Inc51,848$881.0K0.06%––
Richard Bernstein Advisors LLC52,529$893.0K0.02%––
Kayne Anderson Rudnick Investment Management LLC53,778$914.0K0.00%––
Tocqueville Asset Management L.P.54,205$921.0K0.01%––
Acorn Wealth Advisors, LLC54,422$925.0K0.66%––
Edge Capital Group, LLC56,772$965.0K0.08%––
Diligent Investors, LLC61,430$1.04M0.38%––
Evanson Asset Management, LLC62,953$1.07M0.16%––
Steward Partners Investment Advisory, LLC64,258$1.09M0.02%––
Central Trust Co64,510$1.10M0.04%––
Choate Investment Advisors77,379$1.31M0.08%––
Kingsview Wealth Management, LLC77,441$1.33M0.08%––
Cabot Wealth Management Inc79,248$1.35M0.19%––
Mission Creek Capital Partners, Inc.83,198$1.41M0.21%––
Colonial River Wealth Management, LLC85,496$1.45M1.17%––
Jacobi Capital Management LLC85,504$1.45M0.21%––
Continuum Advisory, LLC88,479$1.55M0.65%––
Altavista Wealth Management, Inc.91,659$1.56M0.38%––
Nelson, Van Denburg & Campbell Wealth Management Group, LLC94,437$1.60M0.17%––
Franklin Resources Inc98,024$1.67M0.00%––
Cambridge Associates LLC102,793$1.75M0.14%––
Wells Fargo & Company105,300$1.79M0.00%––
WFA of San Diego, LLC106,930$1.82M1.51%––
Virtu Financial LLC107,021$1.82M0.13%––
Formidable Asset Management, LLC108,114$1.82M0.40%––
Sargent Investment Group, LLC110,156$1.87M0.50%––
Accretive Wealth Partners, LLC110,971$1.89M1.70%––
Scotia Capital Inc.114,605$1.95M0.02%––
Baker Ellis Asset Management LLC118,300$2.01M0.43%––
Baker Tilly Wealth Management, LLC119,837$2.04M0.42%––
Gould Asset Management LLC122,176$2.08M0.63%––
Inspirion Wealth Advisors, LLC136,118$2.31M0.61%––
Purus Wealth Management, LLC137,458$2.34M1.96%––
Commonwealth Equity Services, LLC137,900$2.34M0.01%––
Belpointe Asset Management LLC142,103$2.42M0.21%––
Marble Harbor Investment Counsel, LLC147,200$2.50M0.34%––
Federation des caisses Desjardins du Quebec148,142$2.52M0.03%––
Rockefeller Capital Management L.P.149,160$2.54M0.02%––
EisnerAmper Wealth Management Corporate Benefits, LLC151,519$2.58M1.39%––
Mid Atlantic Financial Management Inc153,174$2.60M0.19%––
State Street Corp158,354$2.69M0.00%––
Creative Planning163,169$2.77M0.01%––
Harbor Investment Advisory, LLC172,381$2.93M0.44%––
Zhang Financial LLC179,673$3.08M0.83%––
BKD Wealth Advisors, LLC192,905$3.28M0.16%––
Avantax Advisory Services, Inc.195,226$3.32M0.07%––
Mariner, LLC195,976$3.33M0.02%––
Hudson Capital Management LLC201,113$3.42M1.46%––
Abbrea Capital, LLC212,353$3.61M0.60%––
Ci Investments Inc.215,069$3.66M0.02%––
Tokio Marine Asset Management Co Ltd220,000$3.74M0.38%––
Versant Capital Management, Inc286,207$4.87M1.77%––
Clark Capital Management Group, Inc.287,163$4.88M0.07%––
Cascadia Advisory Services, LLC305,135$5.19M1.15%––
MML Investors Services, LLC310,778$5.28M0.05%––
Atria Investments LLC318,140$5.41M0.12%––
E Fund Management Co., Ltd.318,474$5.41M0.44%––
Baird Financial Group, Inc.323,070$5.49M0.02%––
20/20 Capital Management, Inc.334,548$5.69M1.65%––
Stratos Wealth Partners, LTD.371,799$6.32M0.17%––
Cambridge Investment Research Advisors, Inc.420,749$7.15M0.04%––
Retirement Income Solutions, Inc426,473$7.25M2.50%––
Financial Strategies Group, Inc.442,373$7.52M3.89%––
Kelman-Lazarov, Inc.445,248$7.57M2.70%––
Mercer Global Advisors Inc452,750$7.70M0.07%––
Deutsche Bank AG460,000$7.82M0.00%––
Requisite Capital Management, LLC470,579$8.00M1.86%––
Timber Creek Capital Management LLC475,432$8.08M3.11%––
TPG Financial Advisors, LLC477,211$8.11M5.66%––
MBL Wealth, LLC483,661$8.22M2.87%––
Financial Enhancement Group LLC498,145$8.47M1.73%––
Advisor Group Holdings, Inc.528,513$8.98M0.02%––
Donoghue Forlines LLC537,985$9.15M1.78%––
JNBA Financial Advisors544,776$9.26M1.34%––
Nottingham Advisors, Inc.545,017$9.27M1.04%––
Financial Management Professionals, Inc.561,527$9.55M2.55%––
Quest Capital Management Inc611,742$10.4M2.23%––
Stifel Financial Corp624,105$10.6M0.02%––
Geneos Wealth Management Inc.696,655$12.3M0.34%––
Ameriprise Financial Inc758,864$12.9M0.00%––
Raymond James & Associates911,337$15.5M0.02%––
Assetmark, Inc1,014,082$17.2M0.09%––
Cardan Capital Partners, LLC1,076,640$18.3M2.20%––
Burt Wealth Advisors1,163,846$19.8M7.29%––
Raymond James Financial Services Advisors, Inc.1,191,340$20.3M0.05%––
Brandywine Oak Private Wealth LLC1,298,707$22.1M3.25%––