World Gold Trust

GLDM

Exchange: NYSE
Industry: Commodity Contracts Brokers & Dealers
SEC CIK: 0001618181

SEC filings (opens in a new tab)

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.

Q3 2021 vs. Q2 2021

How the institutions holding World Gold Trust changed between Q2 2021 and Q3 2021.

All holders in Q3 2021 All holders in Q2 2021

13F holders of GLDM: Q2 2021 compared with Q3 2021
Measure	Q2 2021	Of which not filed for Q3 2021	Q3 2021	Change
Holders	239	5	235	+1
Shares	158.7M	415.7K	157.5M	−766.5K (−0.5%)
Value	$2.80B	$7.32M	$2.75B	−$39.3M (−1.4%)

5 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so the changes leave them out.

New holders (24)

Institutions that held World Gold Trust at the end of Q3 2021 but not at the end of Q2 2021.

Institutions new to GLDM in Q3 2021
Institution	Shares	Value	% of portfolio
Charles Schwab Investment Management Inc	2,182,751	$38.1M	0.01%
Citadel Advisors LLC	1,071,997	$18.7M	0.02%
Stansberry Asset Management, LLC	451,659	$7.89M	1.59%
MBL Wealth, LLC	422,247	$7.37M	2.55%
E Fund Management Co., Ltd.	286,305	$5.00M	0.21%
WBH Advisory Inc	97,383	$1.70M	0.23%
Beacon Pointe Advisors, LLC	58,047	$1.01M	0.03%
Wealthcare Capital Management LLC	54,931	$959.0K	0.09%
Truist Financial Corp	53,787	$939.0K	0.00%
Whittier Trust Co of Nevada Inc	51,000	$890.0K	0.04%
HRT Financial LP	50,727	$885.0K	0.01%
Colony Group LLC	15,651	$273.0K	0.01%
Lido Advisors, LLC	11,437	$199.0K	0.00%
Secure Asset Management, LLC	10,470	$183.0K	0.09%
Huntington National Bank	–	$71.0K	0.00%
Strategic Asset Management, LLC	3,787	$66.0K	0.09%
Spire Wealth Management	1,000	$17.0K	0.00%
Ancora Advisors, LLC	913	$16.0K	0.00%
Sargent Bickham Lagudis LLC	525	$9.00K	0.00%
TCI Wealth Advisors, Inc.	335	$6.00K	0.00%
Signature Securities Group Corporation	279	$5.00K	0.00%
Reilly Financial Advisors, LLC	150	$3.00K	0.00%
Allworth Financial LP	45	$1.00K	0.00%
FinTrust Capital Advisors, LLC	14	$0	0.00%

Sold out (23)

Institutions that held World Gold Trust at the end of Q2 2021 and filed for Q3 2021 without it.

Institutions that sold out of GLDM in Q3 2021
Institution	Shares, Q2 2021	Value, Q2 2021
Stratos Wealth Partners, LTD.	374,125	$6.59M
Peak Financial Advisors LLC	169,175	$2.98M
Creative Planning	147,334	$2.60M
Derbend Asset Management	135,497	$2.39M
Copperwynd Financial, LLC	81,546	$1.44M
Steward Partners Investment Advisory, LLC	62,680	$1.10M
Regions Financial Corp	53,884	$949.0K
Walkner Condon Financial Advisors LLC	36,084	$636.0K
Petix & Botte Co	26,917	$474.0K
Lake Street Advisors Group, LLC	11,178	$195.0K
Riversedge Advisors, LLC	10,465	$184.0K
Independent Advisor Alliance	10,305	$181.0K
Bank of Montreal	10,264	$180.0K
Strategic Blueprint, LLC	3,577	$63.0K
CNB Bank	2,000	$35.0K
Advisory Services Network, LLC	1,733	$31.0K
Credential Qtrade Securities Inc.	573	$10.1K
Motco	500	$9.00K
Barclays PLC	300	$5.00K
Captrust Financial Advisors	170	$3.00K
Savior LLC	142	$3.00K
FMR LLC	1	$0
Eaton Vance Management	19	$0

Not filed for Q3 2021 yet (5)

Institutions that held World Gold Trust at the end of Q2 2021 and haven't filed a 13F for Q3 2021. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding GLDM in Q2 2021 that haven't filed for Q3 2021
Institution	Shares, Q2 2021	Value, Q2 2021
20/20 Capital Management, Inc.	353,500	$6.22M
FormulaFolio Investments, LLC	26,042	$459.0K
Legacy Wealth Partners, Inc.	20,742	$365.0K
PNC Managed Account Solutions, Inc.	15,372	$271.0K
CWM, LLC	50	$1.00K