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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
Cabot Wealth Management Inc79,248$1.35M0.19%––
Kingsview Wealth Management, LLC77,441$1.33M0.08%––
Choate Investment Advisors77,379$1.31M0.08%––
Central Trust Co64,510$1.10M0.04%––
Steward Partners Investment Advisory, LLC64,258$1.09M0.02%––
Evanson Asset Management, LLC62,953$1.07M0.16%––
Diligent Investors, LLC61,430$1.04M0.38%––
Edge Capital Group, LLC56,772$965.0K0.08%––
Acorn Wealth Advisors, LLC54,422$925.0K0.66%––
Tocqueville Asset Management L.P.54,205$921.0K0.01%––
Kayne Anderson Rudnick Investment Management LLC53,778$914.0K0.00%––
Richard Bernstein Advisors LLC52,529$893.0K0.02%––
AdvisorNet Financial, Inc51,848$881.0K0.06%––
BEAM Asset Management, LLC47,460$807.0K0.72%––
Private Advisor Group, LLC45,784$778.0K0.01%––
Cerity Partners LLC45,324$771.0K0.02%––
CIBC Private Wealth Group, LLC45,145$767.0K0.00%––
Sigma Planning Corp44,835$762.0K0.02%––
IndexIQ Advisors LLC43,335$736.0K0.03%––
Tower Research Capital LLC (TRC)43,098$733.0K0.01%––
Truist Financial Corp39,921$679.0K0.00%––
Flagship Harbor Advisors, LLC38,625$657.0K0.07%––
Gradient Capital Advisors, LLC38,011$646.0K0.34%––
Weil Company, Inc.37,279$634.0K0.36%––
Evercore Wealth Management, LLC36,190$615.0K0.01%––
JPMorgan Chase & Co34,299$583.0K0.00%––
Prudential Financial Inc34,040$579.0K0.00%––
Cetera Investment Advisers32,745$557.0K0.01%––
SeaCrest Wealth Management, LLC32,400$551.0K0.07%––
AE Wealth Management LLC32,226$548.0K0.01%––
Pathway Financial Advisors LLC28,818$539.0K0.21%––
FormulaFolio Investments, LLC27,454$502.0K0.16%––
Walkner Condon Financial Advisors LLC29,085$494.0K0.19%––
Kendall Capital Management27,975$476.0K0.29%––
Patriot Financial Group Insurance Agency, LLC27,302$464.0K0.11%––
Global Wealth Management Investment Advisory, Inc.26,958$458.0K0.17%––
Petix & Botte Co26,512$451.0K0.33%––
Latitude Advisors, LLC26,365$448.0K0.37%––
Integrated Advisors Network LLC26,031$443.0K0.04%––
Wilbanks Smith & Thomas Asset Management LLC25,580$435.0K0.02%––
Wealthcare Advisory Partners LLC24,915$424.0K0.03%––
Vista Wealth Management Group, LLC24,000$408.0K0.18%––
HRT Financial LP23,821$404.0K0.00%––
Kestra Private Wealth Services, LLC23,509$400.0K0.03%––
Boenning & Scattergood, Inc.23,334$397.0K0.08%––
Windsor Group LTD23,271$396.0K0.09%––
NEXT Financial Group, Inc22,878$389.0K0.03%––
Goelzer Investment Management, Inc.22,301$379.0K0.03%––
Greenline Partners, LLC21,660$368.0K0.08%––
Money Design Co.,Ltd.21,116$359.0K0.04%––
Advanced Research Investment Solutions, LLC20,529$349.0K0.40%––
Segment Wealth Management, LLC20,300$345.0K0.05%––
Capital Analysts, LLC19,809$337.0K0.02%––
New England Private Wealth Advisors LLC19,711$335.0K0.06%––
Legacy Wealth Partners, Inc.19,578$333.0K0.19%––
GPS Wealth Strategies Group, LLC18,725$318.0K0.09%––
Harbour Investments, Inc.15,931$271.0K0.01%––
Tiedemann Advisors, LLC15,825$269.0K0.01%––
BBVA USA Bancshares, Inc.15,738$268.0K0.01%––
USAdvisors Wealth Management, LLC15,600$265.0K0.13%––
Van Eck Associates Corp15,238$259.0K0.00%––
First Heartland Consultants, Inc.14,254$242.0K0.04%––
Integrated Wealth Concepts LLC14,097$240.0K0.01%––
Mutual Advisors, LLC13,612$231.0K0.02%––
Vigilant Capital Management, LLC13,540$230.0K0.02%––
Level Four Advisory Services, LLC13,266$226.0K0.02%––
Michael B. Yongue13,076$222.0K0.18%––
Dynamic Advisor Solutions LLC12,943$220.0K0.02%––
Park Avenue Securities LLC12,567$214.0K0.01%––
Washington Trust Co11,967$203.0K0.01%––
Anchor Investment Management, LLC11,922$202.7K0.03%––
Covington Capital Management11,250$191.0K0.01%––
Independent Advisor Alliance10,659$181.0K0.01%––
Lake Street Advisors Group, LLC10,564$180.0K0.01%––
Regentatlantic Capital LLC10,520$179.0K0.01%––
McAdam, LLC10,310$175.0K0.02%––
Valmark Advisers, Inc.10,066$171.0K0.00%––
Legal Advantage Investments, Inc.10,000$170.0K0.13%––
Community Bank, N.A.8,960$152.0K0.02%––
Northwestern Mutual Wealth Management Co7,122$121.0K0.00%––
Private Ocean, LLC6,509$111.0K0.02%––
Caldwell Trust Co6,259$106.4K0.01%––
Professional Financial Advisors, LLC6,085$103.0K0.06%––
Boston Private Wealth LLC5,995$101.0K0.00%––
PDS Planning, Inc5,658$96.0K0.03%––
IFP Advisors, Inc5,633$94.0K0.00%––
Ameritas Investment Company, LLC5,363$91.2K0.01%––
Global Retirement Partners, LLC5,308$90.0K0.01%––
Larson Financial Group LLC5,125$87.0K0.03%––
Stonebridge Capital Advisors LLC3,705$63.0K0.01%––
Carmichael Hill & Associates, Inc.3,526$60.0K0.04%––
Prestige Wealth Management Group LLC2,570$44.0K0.01%––
Bedel Financial Consulting, Inc.2,364$40.0K0.02%––
CNB Bank2,000$34.0K0.02%––
Baystate Wealth Management LLC1,608$27.0K0.00%––
Tradewinds Capital Management, LLC1,465$25.0K0.00%––
Citigroup Inc1,368$23.0K0.00%––
Markston International LLC1,100$19.0K0.00%––
First Horizon Advisors, Inc.1,179$19.0K0.00%––
WestEnd Advisors, LLC1,065$18.1K0.00%––