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 |
|---|---|---|---|---|---|
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 104,160 | $1.83M | 0.18% | +9,723+10.3% | Added |
| Cambridge Associates LLC | 102,793 | $1.81M | 0.15% | 00.0% | Unchanged |
| Mission Creek Capital Partners, Inc. | 92,584 | $1.63M | 0.26% | +9,386+11.3% | Added |
| Franklin Resources Inc | 89,323 | $1.57M | 0.00% | −8,701−8.9% | Reduced |
| Cabot Wealth Management Inc | 84,184 | $1.48M | 0.20% | +4,936+6.2% | Added |
| Kingsview Wealth Management, LLC | 82,327 | $1.45M | 0.07% | +4,886+6.3% | Added |
| Copperwynd Financial, LLC | 81,546 | $1.44M | 0.61% | +81,546 | New |
| Continuum Advisory, LLC | 79,143 | $1.39M | 0.43% | −9,336−10.6% | Reduced |
| Choate Investment Advisors | 77,379 | $1.36M | 0.08% | 00.0% | Unchanged |
| Atria Investments LLC | 75,982 | $1.34M | 0.03% | −242,158−76.1% | Reduced |
| Evanson Asset Management, LLC | 75,895 | $1.34M | 0.14% | +12,942+20.6% | Added |
| Wells Fargo & Company | 63,805 | $1.12M | 0.00% | −41,495−39.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 62,680 | $1.10M | 0.02% | −1,578−2.5% | Reduced |
| AdvisorNet Financial, Inc | 59,599 | $1.05M | 0.07% | +7,751+14.9% | Added |
| Evercore Wealth Management, LLC | 59,401 | $1.05M | 0.02% | +23,211+64.1% | Added |
| Advanced Research Investment Solutions, LLC | 59,245 | $1.04M | 0.94% | +38,716+188.6% | Added |
| Acorn Wealth Advisors, LLC | 58,782 | $1.03M | 0.71% | +4,360+8.0% | Added |
| Central Trust Co | 58,660 | $1.03M | 0.04% | −5,850−9.1% | Reduced |
| Tocqueville Asset Management L.P. | 54,530 | $960.0K | 0.01% | +325+0.6% | Added |
| Regions Financial Corp | 53,884 | $949.0K | 0.01% | +53,884 | New |
| Richard Bernstein Advisors LLC | 53,150 | $936.0K | 0.02% | +621+1.2% | Added |
| Merriman Wealth Management, LLC | 52,160 | $919.0K | 0.08% | +52,160 | New |
| Integrated Advisors Network LLC | 50,083 | $882.0K | 0.06% | +24,052+92.4% | Added |
| Diligent Investors, LLC | 49,430 | $870.0K | 0.30% | −12,000−19.5% | Reduced |
| Carret Asset Management, LLC | 48,560 | $855.0K | 0.10% | +48,560 | New |
| Kayne Anderson Rudnick Investment Management LLC | 48,146 | $848.0K | 0.00% | −5,632−10.5% | Reduced |
| CIBC Private Wealth Group, LLC | 47,645 | $839.0K | 0.00% | +2,500+5.5% | Added |
| Formidable Asset Management, LLC | 46,224 | $827.0K | 0.18% | −61,890−57.2% | Reduced |
| Cerity Partners LLC | 46,909 | $826.0K | 0.02% | +1,585+3.5% | Added |
| Flagship Harbor Advisors, LLC | 44,049 | $776.0K | 0.08% | +5,424+14.0% | Added |
| Sigma Planning Corp | 43,994 | $775.0K | 0.02% | −841−1.9% | Reduced |
| Kendall Capital Management | 43,589 | $768.0K | 0.43% | +15,614+55.8% | Added |
| Gradient Capital Advisors, LLC | 41,685 | $734.0K | 0.34% | +3,674+9.7% | Added |
| SeaCrest Wealth Management, LLC | 40,451 | $712.0K | 0.09% | +8,051+24.8% | Added |
| Cetera Investment Advisers | 39,495 | $696.0K | 0.01% | +6,750+20.6% | Added |
| BEAM Asset Management, LLC | 38,897 | $685.0K | 0.59% | −8,563−18.0% | Reduced |
| Weil Company, Inc. | 37,279 | $656.0K | 0.33% | 00.0% | Unchanged |
| Pecaut & Co. | 36,195 | $637.0K | 0.41% | +36,195 | New |
| Walkner Condon Financial Advisors LLC | 36,084 | $636.0K | 0.23% | +6,999+24.1% | Added |
| Prudential Financial Inc | 30,855 | $543.0K | 0.00% | −3,185−9.4% | Reduced |
| Petix & Botte Co | 26,917 | $474.0K | 0.33% | +405+1.5% | Added |
| Northern Trust Corp | 26,600 | $468.0K | 0.00% | +26,600 | New |
| Wealthcare Advisory Partners LLC | 26,246 | $462.0K | 0.03% | +1,331+5.3% | Added |
| Barnett & Company, Inc. | 26,162 | $461.0K | 0.30% | +26,162 | New |
| FormulaFolio Investments, LLC | 26,042 | $459.0K | 0.15% | −1,412−5.1% | Reduced |
| Synovus Financial Corp | 25,837 | $454.0K | 0.00% | +25,837 | New |
| Wilbanks Smith & Thomas Asset Management LLC | 25,580 | $450.0K | 0.02% | 00.0% | Unchanged |
| AE Wealth Management LLC | 25,022 | $441.0K | 0.00% | −7,204−22.4% | Reduced |
| NEXT Financial Group, Inc | 24,334 | $428.0K | 0.03% | +1,456+6.4% | Added |
| 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 |
| Boenning & Scattergood, Inc. | 23,284 | $410.0K | 0.07% | −50−0.2% | Reduced |
| Goelzer Investment Management, Inc. | 22,301 | $393.0K | 0.03% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 21,011 | $370.0K | 0.05% | +21,011 | New |
| Legacy Wealth Partners, Inc. | 20,742 | $365.0K | 0.20% | +1,164+5.9% | Added |
| Segment Wealth Management, LLC | 20,300 | $357.0K | 0.04% | 00.0% | Unchanged |
| New England Private Wealth Advisors LLC | 19,711 | $348.0K | 0.07% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 16,420 | $289.0K | 0.10% | −10,538−39.1% | Reduced |
| First Heartland Consultants, Inc. | 16,230 | $286.0K | 0.04% | +1,976+13.9% | Added |
| Davidson Investment Advisors | 15,925 | $280.0K | 0.02% | +15,925 | New |
| Two Sigma Securities, LLC | 15,722 | $277.0K | 0.07% | +15,722 | New |
| USAdvisors Wealth Management, LLC | 15,600 | $274.0K | 0.15% | 00.0% | Unchanged |
| Capital Analysts, LLC | 15,440 | $272.0K | 0.02% | −4,369−22.1% | Reduced |
| PNC Managed Account Solutions, Inc. | 15,372 | $271.0K | 0.05% | +15,372 | New |
| Park Avenue Securities LLC | 14,879 | $262.0K | 0.01% | +2,312+18.4% | Added |
| Van Eck Associates Corp | 14,016 | $247.0K | 0.00% | −1,222−8.0% | Reduced |
| Vigilant Capital Management, LLC | 13,540 | $238.0K | 0.02% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 13,266 | $234.0K | 0.02% | 00.0% | Unchanged |
| Iron Financial, LLC | 13,215 | $233.0K | 0.11% | +13,215 | New |
| Mutual Advisors, LLC | 13,164 | $232.0K | 0.01% | −448−3.3% | Reduced |
| Harbour Investments, Inc. | 13,117 | $231.0K | 0.01% | −2,814−17.7% | Reduced |
| 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 |
| Anchor Investment Management, LLC | 11,922 | $209.9K | 0.03% | 00.0% | Unchanged |
| ARGI Investment Services, LLC | 11,526 | $203.0K | 0.01% | +11,526 | New |
| 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 |
| Lake Street Advisors Group, LLC | 11,178 | $195.0K | 0.01% | +614+5.8% | Added |
| Dynamic Advisor Solutions LLC | 10,868 | $191.0K | 0.02% | −2,075−16.0% | Reduced |
| Riversedge Advisors, LLC | 10,465 | $184.0K | 0.07% | +10,465 | New |
| McAdam, LLC | 10,024 | $182.0K | 0.02% | −286−2.8% | Reduced |
| Independent Advisor Alliance | 10,305 | $181.0K | 0.01% | −354−3.3% | Reduced |
| Bank of Montreal | 10,264 | $180.0K | 0.00% | +10,153+9,146.8% | Added |
| 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 |
| Legal Advantage Investments, Inc. | 10,000 | $176.0K | 0.12% | 00.0% | Unchanged |
| PDS Planning, Inc | 7,862 | $138.0K | 0.03% | +2,204+39.0% | Added |
| Northwestern Mutual Wealth Management Co | 7,407 | $130.0K | 0.00% | +285+4.0% | Added |
| Caldwell Trust Co | 6,259 | $110.2K | 0.01% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 6,085 | $107.0K | 0.06% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 5,995 | $105.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 5,459 | $97.0K | 0.00% | −174−3.1% | Reduced |
| Community Bank, N.A. | 5,065 | $89.0K | 0.01% | −3,895−43.5% | Reduced |
| 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 |
| 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 |
| Private Ocean, LLC | 3,417 | $60.0K | 0.01% | −3,092−47.5% | Reduced |
| Carmichael Hill & Associates, Inc. | 3,354 | $59.0K | 0.03% | −172−4.9% | Reduced |
| Prestige Wealth Management Group LLC | 2,570 | $45.0K | 0.01% | 00.0% | Unchanged |