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, Q3 2021
Institutional positions in World Gold Trust as of Sep 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
- 235
- +1 vs. Q2 2021
- Shares held
- 157.5M
- −766.5K (−0.5%) vs. Q2 2021
- Total value
- $2.75B
- −$39.3M (−1.4%) vs. Q2 2021
- New holders
- 24
- 107 more added
- Sold out
- 23
- 57 more reduced
5 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding World Gold Trust; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Arkadios Wealth Advisors | 26 | $0 | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 14 | $0 | 0.00% | +14 | New |
| Fifth Third Bancorp | 31 | $1.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 45 | $1.00K | 0.00% | +45 | New |
| Glen Eagle Advisors, LLC | 67 | $1.17K | 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 |
| Citigroup Inc | 168 | $3.00K | 0.00% | −1,198−87.7% | Reduced |
| Leelyn Smith, LLC | 172 | $3.00K | 0.00% | −3−1.7% | Reduced |
| Newbridge Financial Services Group, Inc. | 173 | $3.00K | 0.00% | 00.0% | Unchanged |
| Reilly Financial Advisors, LLC | 150 | $3.00K | 0.00% | +150 | New |
| American Portfolios Advisors | 175 | $3.06K | 0.00% | −82−31.9% | Reduced |
| Signature Securities Group Corporation | 279 | $5.00K | 0.00% | +279 | New |
| Retirement Group, LLC | 339 | $6.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 335 | $6.00K | 0.00% | +335 | 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% | 00.0% | Unchanged |
| Birch Capital Management, LLC | 520 | $9.00K | 0.01% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 525 | $9.00K | 0.00% | +525 | New |
| Sound Income Strategies, LLC | 681 | $12.0K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 670 | $12.0K | 0.00% | 00.0% | Unchanged |
| Markston International LLC | 725 | $13.0K | 0.01% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 730 | $13.0K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 764 | $13.0K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 786 | $14.0K | 0.00% | −90−10.3% | Reduced |
| Ancora Advisors, LLC | 913 | $16.0K | 0.00% | +913 | New |
| HBC Financial Services, PLLC | 1,023 | $17.0K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 1,000 | $17.0K | 0.00% | +1,000 | New |
| WestEnd Advisors, LLC | – | $19.3K | 0.00% | – | – |
| Bedel Financial Consulting, Inc. | 1,380 | $24.0K | 0.01% | −984−41.6% | Reduced |
| First Horizon Advisors, Inc. | 1,520 | $25.0K | 0.00% | +56+3.8% | 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 |
| Glassman Wealth Services | 1,695 | $30.0K | 0.01% | +1,675+8,375.0% | Added |
| Tower Research Capital LLC (TRC) | 2,344 | $41.0K | 0.00% | +2,264+2,830.0% | Added |
| Prestige Wealth Management Group LLC | 2,570 | $45.0K | 0.01% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 3,354 | $59.0K | 0.03% | 00.0% | Unchanged |
| Private Ocean, LLC | 3,417 | $60.0K | 0.01% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 3,603 | $63.0K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 3,706 | $65.0K | 0.01% | −1,270−25.5% | Reduced |
| Strategic Asset Management, LLC | 3,787 | $66.0K | 0.09% | +3,787 | New |
| Huntington National Bank | – | $71.0K | 0.00% | – | New |
| Community Bank, N.A. | 4,495 | $78.0K | 0.01% | −570−11.3% | Reduced |
| Global Retirement Partners, LLC | 5,171 | $90.0K | 0.01% | +202+4.1% | Added |
| AdvisorNet Financial, Inc | 5,250 | $92.0K | 0.01% | −54,349−91.2% | Reduced |
| Professional Financial Advisors, LLC | 5,400 | $94.0K | 0.05% | −685−11.3% | Reduced |
| IFP Advisors, Inc | 5,512 | $95.0K | 0.00% | +53+1.0% | Added |
| The PNC Financial Services Group, Inc. | 5,529 | $96.0K | 0.00% | +5,173+1,453.1% | Added |
| Boston Private Wealth LLC | 5,995 | $104.0K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 6,262 | $109.3K | 0.01% | +30.0% | Added |
| Northwestern Mutual Wealth Management Co | 6,410 | $112.0K | 0.00% | −997−13.5% | Reduced |
| PDS Planning, Inc | 7,608 | $133.0K | 0.03% | −254−3.2% | Reduced |
| McAdam, LLC | 10,024 | $175.0K | 0.02% | 00.0% | Unchanged |
| Legal Advantage Investments, Inc. | 10,000 | $175.0K | 0.12% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 10,063 | $176.0K | 0.02% | −3,203−24.1% | Reduced |
| Michael B. Yongue | 10,239 | $179.0K | 0.13% | −1,006−8.9% | Reduced |
| Regentatlantic Capital LLC | 10,252 | $179.0K | 0.01% | +76+0.7% | Added |
| Secure Asset Management, LLC | 10,470 | $183.0K | 0.09% | +10,470 | New |
| Parsec Financial Management, Inc. | 10,175 | $185.0K | 0.01% | 00.0% | Unchanged |
| Covington Capital Management | 11,250 | $196.0K | 0.01% | 00.0% | Unchanged |
| Lido Advisors, LLC | 11,437 | $199.0K | 0.00% | +11,437 | New |
| Washington Trust Co | 11,967 | $209.0K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 12,225 | $213.4K | 0.03% | +303+2.5% | Added |
| Dynamic Advisor Solutions LLC | 12,277 | $214.0K | 0.02% | +1,409+13.0% | Added |
| Van Eck Associates Corp | 12,782 | $223.0K | 0.00% | −1,234−8.8% | Reduced |
| Mutual Advisors, LLC | 12,777 | $223.0K | 0.01% | −387−2.9% | Reduced |
| USAdvisors Wealth Management, LLC | 13,025 | $227.0K | 0.10% | −2,575−16.5% | Reduced |
| Capital Analysts, LLC | 13,281 | $232.0K | 0.02% | −2,159−14.0% | Reduced |
| Vigilant Capital Management, LLC | 13,540 | $236.0K | 0.02% | 00.0% | Unchanged |
| ARGI Investment Services, LLC | 14,341 | $250.0K | 0.01% | +2,815+24.4% | Added |
| Merit Financial Group, LLC | 14,690 | $256.0K | 0.03% | +2,735+22.9% | Added |
| Iron Financial, LLC | 14,877 | $260.0K | 0.12% | +1,662+12.6% | Added |
| Colony Group LLC | 15,651 | $273.0K | 0.01% | +15,651 | New |
| First Heartland Consultants, Inc. | 16,391 | $286.0K | 0.04% | +161+1.0% | Added |
| Park Avenue Securities LLC | 17,474 | $305.0K | 0.01% | +2,595+17.4% | Added |
| Harbour Investments, Inc. | 18,895 | $330.0K | 0.01% | +5,778+44.0% | Added |
| New England Private Wealth Advisors LLC | 19,711 | $343.0K | 0.06% | 00.0% | Unchanged |
| 55I, LLC | 20,208 | $353.0K | 0.01% | −85,570−80.9% | Reduced |
| Segment Wealth Management, LLC | 20,300 | $354.0K | 0.04% | 00.0% | Unchanged |
| Davidson Investment Advisors | 20,289 | $354.0K | 0.03% | +4,364+27.4% | Added |
| Essex Financial Services, Inc. | 20,656 | $361.0K | 0.04% | −355−1.7% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 21,287 | $372.0K | 0.12% | +4,867+29.6% | Added |
| Integrated Wealth Concepts LLC | 21,955 | $383.0K | 0.01% | −86,065−79.7% | Reduced |
| Goelzer Investment Management, Inc. | 22,301 | $389.0K | 0.03% | 00.0% | Unchanged |
| State Street Corp | 23,157 | $404.0K | 0.00% | −1,834,352−98.8% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 24,000 | $419.0K | 0.07% | 00.0% | Unchanged |
| Vista Wealth Management Group, LLC | 24,000 | $419.0K | 0.08% | 00.0% | Unchanged |
| Wilbanks Smith & Thomas Asset Management LLC | 25,580 | $447.0K | 0.02% | 00.0% | Unchanged |
| Barnett & Company, Inc. | 26,597 | $464.0K | 0.35% | +435+1.7% | Added |
| NEXT Financial Group, Inc | 28,878 | $504.0K | 0.04% | +4,544+18.7% | Added |
| AE Wealth Management LLC | 29,418 | $514.0K | 0.00% | +4,396+17.6% | Added |
| Sigma Planning Corp | 32,165 | $562.0K | 0.02% | −11,829−26.9% | Reduced |
| Two Sigma Securities, LLC | 33,278 | $581.0K | 0.12% | +17,556+111.7% | Added |
| Weil Company, Inc. | 37,279 | $651.0K | 0.34% | 00.0% | Unchanged |
| Boenning & Scattergood, Inc. | 39,084 | $682.0K | 0.12% | +15,800+67.9% | Added |
| Northern Trust Corp | 40,230 | $702.0K | 0.00% | +13,630+51.2% | Added |
| Cetera Investment Advisers | 40,545 | $708.0K | 0.01% | +1,050+2.7% | Added |
| BEAM Asset Management, LLC | 41,130 | $718.0K | 0.62% | +2,233+5.7% | Added |
| Formidable Asset Management, LLC | 43,368 | $757.0K | 0.14% | −2,856−6.2% | Reduced |