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 |
|---|---|---|---|---|---|
| Bedel Financial Consulting, Inc. | 2,364 | $42.0K | 0.01% | 00.0% | Unchanged |
| CNB Bank | 2,000 | $35.0K | 0.02% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 1,733 | $31.0K | 0.00% | +1,733 | New |
| Baystate Wealth Management LLC | 1,608 | $28.0K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 1,465 | $26.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,464 | $25.0K | 0.00% | +285+24.2% | Added |
| Citigroup Inc | 1,366 | $24.0K | 0.00% | −2−0.1% | Reduced |
| WestEnd Advisors, LLC | – | $18.2K | 0.00% | – | – |
| HBC Financial Services, PLLC | 1,023 | $18.0K | 0.01% | +1,023 | New |
| Bessemer Group Inc | 876 | $16.0K | 0.00% | +90+11.5% | Added |
| 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 |
| 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 |
| Credential Qtrade Securities Inc. | 573 | $10.1K | 0.00% | +573 | New |
| Birch Capital Management, LLC | 520 | $9.00K | 0.01% | 00.0% | Unchanged |
| Motco | 500 | $9.00K | 0.00% | +500 | New |
| Pinnacle Bancorp, Inc. | 439 | $8.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 462 | $8.00K | 0.00% | +168+57.1% | Added |
| Accel Wealth Management | 383 | $7.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| Barclays PLC | 300 | $5.00K | 0.00% | +300 | New |
| American Portfolios Advisors | 257 | $4.53K | 0.00% | −164−39.0% | Reduced |
| 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 |
| Carroll Financial Associates, Inc. | 120 | $2.00K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 101 | $2.00K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 67 | $1.18K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −1,355,401−100.0% | Sold out |
| Kelman-Lazarov, Inc. | 0 | $0 | 0.00% | −445,248−100.0% | Sold out |
| Cascadia Advisory Services, LLC | 0 | $0 | 0.00% | −305,135−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −107,021−100.0% | Sold out |
| Colonial River Wealth Management, LLC | 0 | $0 | 0.00% | −85,496−100.0% | Sold out |
| Edge Capital Group, LLC | 0 | $0 | 0.00% | −56,772−100.0% | Sold out |
| Truist Financial Corp | 0 | $0 | 0.00% | −39,921−100.0% | Sold out |
| Latitude Advisors, LLC | 0 | $0 | 0.00% | −26,365−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −23,821−100.0% | Sold out |
| Kestra Private Wealth Services, LLC | 0 | $0 | 0.00% | −23,509−100.0% | Sold out |
| Tiedemann Advisors, LLC | 0 | $0 | 0.00% | −15,825−100.0% | Sold out |
| Valmark Advisers, Inc. | 0 | $0 | 0.00% | −10,066−100.0% | Sold out |
| Ameritas Investment Company, LLC | 0 | $0 | 0.00% | −5,363−100.0% | Sold out |
| Regal Wealth Group, Inc. | 0 | $0 | 0.00% | −930−100.0% | Sold out |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −352−100.0% | Sold out |
| Atlas Private Wealth Management | 0 | $0 | 0.00% | −348−100.0% | Sold out |
| TSFG, LLC | 0 | $0 | 0.00% | −250−100.0% | Sold out |
| Providence Capital Advisors, LLC | 0 | $0 | 0.00% | −99−100.0% | Sold out |
| Ellevest, Inc. | 0 | $0 | 0.00% | −39−100.0% | Sold out |
| Global Trust Asset Management, LLC | 0 | $0 | 0.00% | −56−100.0% | Sold out |
| Ancora Advisors, LLC | 0 | $0 | 0.00% | −26−100.0% | Sold out |
| Pinnacle Advisory Group, Inc. | – | – | – | – | Not filed |
| MBL Wealth, LLC | – | – | – | – | Not filed |
| E Fund Management Co., Ltd. | – | – | – | – | Not filed |
| Pathway Financial Advisors LLC | – | – | – | – | Not filed |
| BBVA USA Bancshares, Inc. | – | – | – | – | Not filed |