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 |
|---|---|---|---|---|---|
| Walkner Condon Financial Advisors LLC | 36,084 | $636.0K | 0.23% | +6,999+24.1% | Added |
| Pecaut & Co. | 36,195 | $637.0K | 0.41% | +36,195 | New |
| Weil Company, Inc. | 37,279 | $656.0K | 0.33% | 00.0% | Unchanged |
| BEAM Asset Management, LLC | 38,897 | $685.0K | 0.59% | −8,563−18.0% | Reduced |
| Cetera Investment Advisers | 39,495 | $696.0K | 0.01% | +6,750+20.6% | Added |
| SeaCrest Wealth Management, LLC | 40,451 | $712.0K | 0.09% | +8,051+24.8% | Added |
| Gradient Capital Advisors, LLC | 41,685 | $734.0K | 0.34% | +3,674+9.7% | Added |
| Kendall Capital Management | 43,589 | $768.0K | 0.43% | +15,614+55.8% | Added |
| Sigma Planning Corp | 43,994 | $775.0K | 0.02% | −841−1.9% | Reduced |
| Flagship Harbor Advisors, LLC | 44,049 | $776.0K | 0.08% | +5,424+14.0% | Added |
| Cerity Partners LLC | 46,909 | $826.0K | 0.02% | +1,585+3.5% | Added |
| Formidable Asset Management, LLC | 46,224 | $827.0K | 0.18% | −61,890−57.2% | Reduced |
| CIBC Private Wealth Group, LLC | 47,645 | $839.0K | 0.00% | +2,500+5.5% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 48,146 | $848.0K | 0.00% | −5,632−10.5% | Reduced |
| Carret Asset Management, LLC | 48,560 | $855.0K | 0.10% | +48,560 | New |
| Diligent Investors, LLC | 49,430 | $870.0K | 0.30% | −12,000−19.5% | Reduced |
| Integrated Advisors Network LLC | 50,083 | $882.0K | 0.06% | +24,052+92.4% | Added |
| Merriman Wealth Management, LLC | 52,160 | $919.0K | 0.08% | +52,160 | New |
| Richard Bernstein Advisors LLC | 53,150 | $936.0K | 0.02% | +621+1.2% | Added |
| Regions Financial Corp | 53,884 | $949.0K | 0.01% | +53,884 | New |
| Tocqueville Asset Management L.P. | 54,530 | $960.0K | 0.01% | +325+0.6% | Added |
| Central Trust Co | 58,660 | $1.03M | 0.04% | −5,850−9.1% | Reduced |
| Acorn Wealth Advisors, LLC | 58,782 | $1.03M | 0.71% | +4,360+8.0% | Added |
| Advanced Research Investment Solutions, LLC | 59,245 | $1.04M | 0.94% | +38,716+188.6% | Added |
| Evercore Wealth Management, LLC | 59,401 | $1.05M | 0.02% | +23,211+64.1% | Added |
| AdvisorNet Financial, Inc | 59,599 | $1.05M | 0.07% | +7,751+14.9% | Added |
| Steward Partners Investment Advisory, LLC | 62,680 | $1.10M | 0.02% | −1,578−2.5% | Reduced |
| Wells Fargo & Company | 63,805 | $1.12M | 0.00% | −41,495−39.4% | Reduced |
| Evanson Asset Management, LLC | 75,895 | $1.34M | 0.14% | +12,942+20.6% | Added |
| Atria Investments LLC | 75,982 | $1.34M | 0.03% | −242,158−76.1% | Reduced |
| Choate Investment Advisors | 77,379 | $1.36M | 0.08% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 79,143 | $1.39M | 0.43% | −9,336−10.6% | Reduced |
| Copperwynd Financial, LLC | 81,546 | $1.44M | 0.61% | +81,546 | New |
| Kingsview Wealth Management, LLC | 82,327 | $1.45M | 0.07% | +4,886+6.3% | Added |
| Cabot Wealth Management Inc | 84,184 | $1.48M | 0.20% | +4,936+6.2% | Added |
| Franklin Resources Inc | 89,323 | $1.57M | 0.00% | −8,701−8.9% | Reduced |
| Mission Creek Capital Partners, Inc. | 92,584 | $1.63M | 0.26% | +9,386+11.3% | Added |
| Cambridge Associates LLC | 102,793 | $1.81M | 0.15% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 104,160 | $1.83M | 0.18% | +9,723+10.3% | Added |
| 55I, LLC | 105,778 | $1.86M | 0.07% | +105,778 | New |
| Integrated Wealth Concepts LLC | 108,020 | $1.90M | 0.07% | +93,923+666.3% | Added |
| WFA of San Diego, LLC | 109,283 | $1.92M | 1.49% | +2,353+2.2% | Added |
| Altavista Wealth Management, Inc. | 111,930 | $1.97M | 0.43% | +20,271+22.1% | Added |
| Jacobi Capital Management LLC | 113,278 | $2.00M | 0.26% | +27,774+32.5% | Added |
| Wealth Advisory Solutions, LLC | 114,962 | $2.02M | 0.48% | +5,904+5.4% | Added |
| Scotia Capital Inc. | 120,635 | $2.12M | 0.02% | +6,030+5.3% | Added |
| Sargent Investment Group, LLC | 120,766 | $2.13M | 0.51% | +10,610+9.6% | Added |
| Baker Ellis Asset Management LLC | 121,300 | $2.14M | 0.42% | +3,000+2.5% | Added |
| Baker Tilly Wealth Management, LLC | 121,432 | $2.14M | 0.34% | +1,595+1.3% | Added |
| Horizon Financial Services, LLC | 122,128 | $2.15M | 1.56% | +122,128 | New |
| Rockefeller Capital Management L.P. | 126,935 | $2.23M | 0.01% | −22,225−14.9% | Reduced |
| Greenline Partners, LLC | 126,920 | $2.23M | 0.46% | +105,260+486.0% | Added |
| Derbend Asset Management | 135,497 | $2.39M | 2.22% | +135,497 | New |
| Federation des caisses Desjardins du Quebec | 136,552 | $2.40M | 0.02% | −11,590−7.8% | Reduced |
| Belpointe Asset Management LLC | 139,476 | $2.46M | 0.18% | −2,627−1.8% | Reduced |
| Marble Harbor Investment Counsel, LLC | 142,850 | $2.52M | 0.32% | −4,350−3.0% | Reduced |
| Purus Wealth Management, LLC | 146,536 | $2.58M | 1.86% | +9,078+6.6% | Added |
| Creative Planning | 147,334 | $2.60M | 0.00% | −15,835−9.7% | Reduced |
| IndexIQ Advisors LLC | 147,466 | $2.60M | 0.09% | +104,131+240.3% | Added |
| Betterment LLC | 147,605 | $2.60M | 0.01% | +147,605 | New |
| Mid Atlantic Financial Management Inc | 151,155 | $2.66M | 0.18% | −2,019−1.3% | Reduced |
| Accretive Wealth Partners, LLC | 153,193 | $2.70M | 1.95% | +42,222+38.0% | Added |
| JPMorgan Chase & Co | 153,419 | $2.70M | 0.00% | +119,120+347.3% | Added |
| Windsor Group LTD | 156,270 | $2.75M | 0.59% | +132,999+571.5% | Added |
| IMC-Chicago, LLC | 158,456 | $2.79M | 0.23% | +158,456 | New |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 160,236 | $2.82M | 1.42% | +8,717+5.8% | Added |
| Commonwealth Equity Services, LLC | 165,860 | $2.92M | 0.01% | +27,960+20.3% | Added |
| Peak Financial Advisors LLC | 169,175 | $2.98M | 2.56% | +169,175 | New |
| Harbor Investment Advisory, LLC | 174,417 | $3.07M | 0.42% | +2,036+1.2% | Added |
| Inspirion Wealth Advisors, LLC | 175,266 | $3.09M | 0.76% | +39,148+28.8% | Added |
| BKD Wealth Advisors, LLC | 182,033 | $3.21M | 0.15% | −10,872−5.6% | Reduced |
| Tokio Marine Asset Management Co Ltd | 190,000 | $3.35M | 0.31% | −30,000−13.6% | Reduced |
| Mariner, LLC | 191,716 | $3.38M | 0.02% | −4,260−2.2% | Reduced |
| Hudson Capital Management LLC | 209,749 | $3.69M | 1.53% | +8,636+4.3% | Added |
| Requisite Capital Management, LLC | 212,386 | $3.74M | 0.65% | −258,193−54.9% | Reduced |
| Avantax Advisory Services, Inc. | 212,960 | $3.75M | 0.07% | +17,734+9.1% | Added |
| Ci Investments Inc. | 215,069 | $3.79M | 0.01% | 00.0% | Unchanged |
| Abbrea Capital, LLC | 217,218 | $3.83M | 0.57% | +4,865+2.3% | Added |
| Zhang Financial LLC | 219,802 | $3.87M | 0.95% | +40,129+22.3% | Added |
| Geneos Wealth Management Inc. | 237,021 | $4.21M | 0.16% | −459,634−66.0% | Reduced |
| Clark Capital Management Group, Inc. | 289,354 | $5.10M | 0.07% | +2,191+0.8% | Added |
| MML Investors Services, LLC | 298,789 | $5.26M | 0.04% | −11,989−3.9% | Reduced |
| Versant Capital Management, Inc | 331,052 | $5.83M | 2.16% | +44,845+15.7% | Added |
| 20/20 Capital Management, Inc. | 353,500 | $6.22M | 1.61% | +18,952+5.7% | Added |
| Stratos Wealth Partners, LTD. | 374,125 | $6.59M | 0.16% | +2,326+0.6% | Added |
| Compass Ion Advisors, LLC | 386,132 | $6.80M | 2.64% | +386,132 | New |
| Baird Financial Group, Inc. | 386,515 | $6.81M | 0.02% | +63,445+19.6% | Added |
| Raymond James Financial Services Advisors, Inc. | 387,628 | $6.83M | 0.01% | −803,712−67.5% | Reduced |
| Retirement Income Solutions, Inc | 392,154 | $6.91M | 2.36% | −34,319−8.0% | Reduced |
| Advisor Group Holdings, Inc. | 430,669 | $7.58M | 0.02% | −97,844−18.5% | Reduced |
| Private Advisor Group, LLC | 448,082 | $7.89M | 0.07% | +402,298+878.7% | Added |
| Mercer Global Advisors Inc | 462,824 | $8.15M | 0.06% | +10,074+2.2% | Added |
| TPG Financial Advisors, LLC | 468,377 | $8.25M | 5.79% | −8,834−1.9% | Reduced |
| Gould Asset Management LLC | 470,186 | $8.28M | 2.36% | +348,010+284.8% | Added |
| Timber Creek Capital Management LLC | 478,192 | $8.42M | 2.73% | +2,760+0.6% | Added |
| Financial Strategies Group, Inc. | 484,024 | $8.52M | 3.94% | +41,651+9.4% | Added |
| Donoghue Forlines LLC | 498,605 | $8.78M | 1.64% | −39,380−7.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 528,978 | $9.31M | 0.04% | +108,229+25.7% | Added |
| Deutsche Bank AG | 546,500 | $9.62M | 0.00% | +86,500+18.8% | Added |
| Nottingham Advisors, Inc. | 559,890 | $9.86M | 1.10% | +14,873+2.7% | Added |