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, Q2 2021
Institutional positions in World Gold Trust as of Jun 30, 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
- 239
- +17 vs. Q1 2021
- Shares held
- 158.7M
- +3.47M (+2.2%) vs. Q1 2021
- Total value
- $2.80B
- +$155.7M (+5.9%) vs. Q1 2021
- New holders
- 38
- 98 more added
- Sold out
- 21
- 68 more reduced
5 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: 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, Q2 2021
Shares, value and share of portfolio for each institution holding World Gold Trust; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Eaton Vance Management | 19 | $0 | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 20 | $0 | 0.00% | 00.0% | Unchanged |
| FMR LLC | 1 | $0 | 0.00% | +1 | New |
| Arkadios Wealth Advisors | 26 | $0 | 0.00% | +26 | New |
| Tower Research Capital LLC (TRC) | 80 | $1.00K | 0.00% | −43,018−99.8% | Reduced |
| Fifth Third Bancorp | 31 | $1.00K | 0.00% | −827−96.4% | Reduced |
| CWM, LLC | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 67 | $1.18K | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 120 | $2.00K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 101 | $2.00K | 0.00% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 175 | $3.00K | 0.00% | −4−2.2% | Reduced |
| Savior LLC | 142 | $3.00K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 170 | $3.00K | 0.00% | +170 | New |
| Newbridge Financial Services Group, Inc. | 173 | $3.00K | 0.00% | +173 | New |
| American Portfolios Advisors | 257 | $4.53K | 0.00% | −164−39.0% | Reduced |
| Barclays PLC | 300 | $5.00K | 0.00% | +300 | New |
| The PNC Financial Services Group, Inc. | 356 | $6.00K | 0.00% | +53+17.5% | Added |
| Retirement Group, LLC | 339 | $6.00K | 0.00% | +339 | New |
| Accel Wealth Management | 383 | $7.00K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 439 | $8.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 462 | $8.00K | 0.00% | +168+57.1% | Added |
| Birch Capital Management, LLC | 520 | $9.00K | 0.01% | 00.0% | Unchanged |
| Motco | 500 | $9.00K | 0.00% | +500 | New |
| Credential Qtrade Securities Inc. | 573 | $10.1K | 0.00% | +573 | New |
| GPS Wealth Strategies Group, LLC | 670 | $12.0K | 0.00% | −18,055−96.4% | Reduced |
| Sound Income Strategies, LLC | 681 | $12.0K | 0.00% | −116−14.6% | Reduced |
| Markston International LLC | 725 | $13.0K | 0.01% | −375−34.1% | Reduced |
| Wealth Quarterback LLC | 730 | $13.0K | 0.01% | +730 | New |
| Heritage Wealth Management, LLC | 764 | $13.0K | 0.00% | +764 | New |
| Bessemer Group Inc | 876 | $16.0K | 0.00% | +90+11.5% | Added |
| HBC Financial Services, PLLC | 1,023 | $18.0K | 0.01% | +1,023 | New |
| WestEnd Advisors, LLC | – | $18.2K | 0.00% | – | – |
| Citigroup Inc | 1,366 | $24.0K | 0.00% | −2−0.1% | Reduced |
| First Horizon Advisors, Inc. | 1,464 | $25.0K | 0.00% | +285+24.2% | Added |
| Tradewinds Capital Management, LLC | 1,465 | $26.0K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 1,608 | $28.0K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 1,733 | $31.0K | 0.00% | +1,733 | New |
| CNB Bank | 2,000 | $35.0K | 0.02% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 2,364 | $42.0K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 2,570 | $45.0K | 0.01% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 3,354 | $59.0K | 0.03% | −172−4.9% | Reduced |
| Private Ocean, LLC | 3,417 | $60.0K | 0.01% | −3,092−47.5% | Reduced |
| Stonebridge Capital Advisors LLC | 3,603 | $63.0K | 0.01% | −102−2.8% | Reduced |
| Strategic Blueprint, LLC | 3,577 | $63.0K | 0.01% | +3,577 | New |
| Global Retirement Partners, LLC | 4,969 | $88.0K | 0.01% | −339−6.4% | Reduced |
| Larson Financial Group LLC | 4,976 | $88.0K | 0.02% | −149−2.9% | Reduced |
| Community Bank, N.A. | 5,065 | $89.0K | 0.01% | −3,895−43.5% | Reduced |
| IFP Advisors, Inc | 5,459 | $97.0K | 0.00% | −174−3.1% | Reduced |
| Boston Private Wealth LLC | 5,995 | $105.0K | 0.00% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 6,085 | $107.0K | 0.06% | 00.0% | Unchanged |
| Caldwell Trust Co | 6,259 | $110.2K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 7,407 | $130.0K | 0.00% | +285+4.0% | Added |
| PDS Planning, Inc | 7,862 | $138.0K | 0.03% | +2,204+39.0% | Added |
| Legal Advantage Investments, Inc. | 10,000 | $176.0K | 0.12% | 00.0% | Unchanged |
| Regentatlantic Capital LLC | 10,176 | $179.0K | 0.01% | −344−3.3% | Reduced |
| Parsec Financial Management, Inc. | 10,175 | $179.0K | 0.01% | +10,175 | New |
| Bank of Montreal | 10,264 | $180.0K | 0.00% | +10,153+9,146.8% | Added |
| Independent Advisor Alliance | 10,305 | $181.0K | 0.01% | −354−3.3% | Reduced |
| McAdam, LLC | 10,024 | $182.0K | 0.02% | −286−2.8% | Reduced |
| Riversedge Advisors, LLC | 10,465 | $184.0K | 0.07% | +10,465 | New |
| Dynamic Advisor Solutions LLC | 10,868 | $191.0K | 0.02% | −2,075−16.0% | Reduced |
| Lake Street Advisors Group, LLC | 11,178 | $195.0K | 0.01% | +614+5.8% | Added |
| Michael B. Yongue | 11,245 | $198.0K | 0.14% | −1,831−14.0% | Reduced |
| Covington Capital Management | 11,250 | $198.0K | 0.01% | 00.0% | Unchanged |
| ARGI Investment Services, LLC | 11,526 | $203.0K | 0.01% | +11,526 | New |
| Anchor Investment Management, LLC | 11,922 | $209.9K | 0.03% | 00.0% | Unchanged |
| Washington Trust Co | 11,967 | $211.0K | 0.01% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 11,955 | $211.0K | 0.02% | +11,955 | New |
| Harbour Investments, Inc. | 13,117 | $231.0K | 0.01% | −2,814−17.7% | Reduced |
| Mutual Advisors, LLC | 13,164 | $232.0K | 0.01% | −448−3.3% | Reduced |
| Iron Financial, LLC | 13,215 | $233.0K | 0.11% | +13,215 | New |
| Level Four Advisory Services, LLC | 13,266 | $234.0K | 0.02% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 13,540 | $238.0K | 0.02% | 00.0% | Unchanged |
| Van Eck Associates Corp | 14,016 | $247.0K | 0.00% | −1,222−8.0% | Reduced |
| Park Avenue Securities LLC | 14,879 | $262.0K | 0.01% | +2,312+18.4% | Added |
| PNC Managed Account Solutions, Inc. | 15,372 | $271.0K | 0.05% | +15,372 | New |
| Capital Analysts, LLC | 15,440 | $272.0K | 0.02% | −4,369−22.1% | Reduced |
| USAdvisors Wealth Management, LLC | 15,600 | $274.0K | 0.15% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 15,722 | $277.0K | 0.07% | +15,722 | New |
| Davidson Investment Advisors | 15,925 | $280.0K | 0.02% | +15,925 | New |
| First Heartland Consultants, Inc. | 16,230 | $286.0K | 0.04% | +1,976+13.9% | Added |
| Global Wealth Management Investment Advisory, Inc. | 16,420 | $289.0K | 0.10% | −10,538−39.1% | Reduced |
| New England Private Wealth Advisors LLC | 19,711 | $348.0K | 0.07% | 00.0% | Unchanged |
| Segment Wealth Management, LLC | 20,300 | $357.0K | 0.04% | 00.0% | Unchanged |
| Legacy Wealth Partners, Inc. | 20,742 | $365.0K | 0.20% | +1,164+5.9% | Added |
| Essex Financial Services, Inc. | 21,011 | $370.0K | 0.05% | +21,011 | New |
| Goelzer Investment Management, Inc. | 22,301 | $393.0K | 0.03% | 00.0% | Unchanged |
| Boenning & Scattergood, Inc. | 23,284 | $410.0K | 0.07% | −50−0.2% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 24,000 | $423.0K | 0.08% | −3,302−12.1% | Reduced |
| Vista Wealth Management Group, LLC | 24,000 | $423.0K | 0.10% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 24,334 | $428.0K | 0.03% | +1,456+6.4% | Added |
| AE Wealth Management LLC | 25,022 | $441.0K | 0.00% | −7,204−22.4% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 25,580 | $450.0K | 0.02% | 00.0% | Unchanged |
| Synovus Financial Corp | 25,837 | $454.0K | 0.00% | +25,837 | New |
| FormulaFolio Investments, LLC | 26,042 | $459.0K | 0.15% | −1,412−5.1% | Reduced |
| Barnett & Company, Inc. | 26,162 | $461.0K | 0.30% | +26,162 | New |
| Wealthcare Advisory Partners LLC | 26,246 | $462.0K | 0.03% | +1,331+5.3% | Added |
| Northern Trust Corp | 26,600 | $468.0K | 0.00% | +26,600 | New |
| Petix & Botte Co | 26,917 | $474.0K | 0.33% | +405+1.5% | Added |
| Prudential Financial Inc | 30,855 | $543.0K | 0.00% | −3,185−9.4% | Reduced |