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 |
|---|---|---|---|---|---|
| Sargent Investment Group, LLC | 43,543 | $760.0K | 0.18% | −77,223−63.9% | Reduced |
| SeaCrest Wealth Management, LLC | 44,376 | $775.0K | 0.09% | +3,925+9.7% | Added |
| Flagship Harbor Advisors, LLC | 44,049 | $776.0K | 0.08% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 45,059 | $787.0K | 0.00% | −108,360−70.6% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 48,146 | $841.0K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 48,875 | $854.0K | 0.03% | −9,785−16.7% | Reduced |
| Gradient Capital Advisors, LLC | 49,530 | $865.0K | 0.40% | +7,845+18.8% | Added |
| Diligent Investors, LLC | 49,430 | $870.0K | 0.30% | 00.0% | Unchanged |
| HRT Financial LP | 50,727 | $885.0K | 0.01% | +50,727 | New |
| Whittier Trust Co of Nevada Inc | 51,000 | $890.0K | 0.04% | +51,000 | New |
| Kendall Capital Management | 51,672 | $902.0K | 0.49% | +8,083+18.5% | Added |
| Carret Asset Management, LLC | 51,765 | $904.0K | 0.11% | +3,205+6.6% | Added |
| Truist Financial Corp | 53,787 | $939.0K | 0.00% | +53,787 | New |
| Tocqueville Asset Management L.P. | 54,530 | $952.0K | 0.01% | 00.0% | Unchanged |
| Wealthcare Capital Management LLC | 54,931 | $959.0K | 0.09% | +54,931 | New |
| Cerity Partners LLC | 55,511 | $969.0K | 0.02% | +8,602+18.3% | Added |
| Beacon Pointe Advisors, LLC | 58,047 | $1.01M | 0.03% | +58,047 | New |
| Evercore Wealth Management, LLC | 60,801 | $1.06M | 0.02% | +1,400+2.4% | Added |
| CIBC Private Wealth Group, LLC | 60,869 | $1.06M | 0.00% | +13,224+27.8% | Added |
| Acorn Wealth Advisors, LLC | 62,233 | $1.09M | 0.76% | +3,451+5.9% | Added |
| Prudential Financial Inc | 63,562 | $1.11M | 0.00% | +32,707+106.0% | Added |
| Gould Asset Management LLC | 63,711 | $1.11M | 0.34% | −406,475−86.4% | Reduced |
| Richard Bernstein Advisors LLC | 65,408 | $1.14M | 0.02% | +12,258+23.1% | Added |
| Integrated Advisors Network LLC | 66,338 | $1.16M | 0.08% | +16,255+32.5% | Added |
| Choate Investment Advisors | 75,464 | $1.32M | 0.08% | −1,915−2.5% | Reduced |
| Continuum Advisory, LLC | 79,143 | $1.38M | 0.37% | 00.0% | Unchanged |
| Pecaut & Co. | 80,685 | $1.41M | 0.84% | +44,490+122.9% | Added |
| Wells Fargo & Company | 84,302 | $1.47M | 0.00% | +20,497+32.1% | Added |
| Kingsview Wealth Management, LLC | 85,207 | $1.49M | 0.07% | +2,880+3.5% | Added |
| Cabot Wealth Management Inc | 90,331 | $1.58M | 0.21% | +6,147+7.3% | Added |
| Franklin Resources Inc | 90,733 | $1.58M | 0.00% | +1,410+1.6% | Added |
| Atria Investments LLC | 95,519 | $1.67M | 0.03% | +19,537+25.7% | Added |
| WBH Advisory Inc | 97,383 | $1.70M | 0.23% | +97,383 | New |
| Merriman Wealth Management, LLC | 102,160 | $1.78M | 0.15% | +50,000+95.9% | Added |
| Cambridge Associates LLC | 102,793 | $1.79M | 0.16% | 00.0% | Unchanged |
| Mission Creek Capital Partners, Inc. | 106,634 | $1.88M | 0.35% | +14,050+15.2% | Added |
| WFA of San Diego, LLC | 111,294 | $1.94M | 1.36% | +2,011+1.8% | Added |
| Baker Ellis Asset Management LLC | 116,700 | $2.04M | 0.39% | −4,600−3.8% | Reduced |
| Baker Tilly Wealth Management, LLC | 119,941 | $2.09M | 0.28% | −1,491−1.2% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 120,219 | $2.10M | 0.17% | +16,059+15.4% | Added |
| Jacobi Capital Management LLC | 120,768 | $2.11M | 0.27% | +7,490+6.6% | Added |
| Belpointe Asset Management LLC | 121,957 | $2.13M | 0.15% | −17,519−12.6% | Reduced |
| Windsor Group LTD | 123,634 | $2.16M | 0.45% | −32,636−20.9% | Reduced |
| Advanced Research Investment Solutions, LLC | 125,837 | $2.20M | 1.13% | +66,592+112.4% | Added |
| Betterment LLC | 130,300 | $2.27M | 0.01% | −17,305−11.7% | Reduced |
| Marble Harbor Investment Counsel, LLC | 130,950 | $2.29M | 0.31% | −11,900−8.3% | Reduced |
| Altavista Wealth Management, Inc. | 134,321 | $2.35M | 0.52% | +22,391+20.0% | Added |
| Federation des caisses Desjardins du Quebec | 136,121 | $2.38M | 0.02% | −431−0.3% | Reduced |
| Rockefeller Capital Management L.P. | 136,427 | $2.38M | 0.01% | +9,492+7.5% | Added |
| Wealth Advisory Solutions, LLC | 140,977 | $2.46M | 0.55% | +26,015+22.6% | Added |
| Evanson Asset Management, LLC | 146,660 | $2.57M | 0.26% | +70,765+93.2% | Added |
| Mid Atlantic Financial Management Inc | 152,450 | $2.66M | 0.18% | +1,295+0.9% | Added |
| Purus Wealth Management, LLC | 152,683 | $2.67M | 1.84% | +6,147+4.2% | Added |
| Tokio Marine Asset Management Co Ltd | 171,000 | $2.99M | 0.27% | −19,000−10.0% | Reduced |
| Harbor Investment Advisory, LLC | 171,499 | $2.99M | 0.41% | −2,918−1.7% | Reduced |
| BKD Wealth Advisors, LLC | 172,783 | $3.02M | 0.14% | −9,250−5.1% | Reduced |
| Accretive Wealth Partners, LLC | 175,367 | $3.06M | 2.16% | +22,174+14.5% | Added |
| Commonwealth Equity Services, LLC | 178,307 | $3.11M | 0.01% | +12,447+7.5% | Added |
| Inspirion Wealth Advisors, LLC | 179,990 | $3.14M | 0.72% | +4,724+2.7% | Added |
| IMC-Chicago, LLC | 189,700 | $3.31M | 0.27% | +31,244+19.7% | Added |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 191,623 | $3.35M | 1.68% | +31,387+19.6% | Added |
| Scotia Capital Inc. | 198,995 | $3.47M | 0.03% | +78,360+65.0% | Added |
| Mariner, LLC | 203,031 | $3.54M | 0.02% | +11,315+5.9% | Added |
| Synovus Financial Corp | 205,799 | $3.59M | 0.04% | +179,962+696.5% | Added |
| Requisite Capital Management, LLC | 210,385 | $3.67M | 0.78% | −2,001−0.9% | Reduced |
| Abbrea Capital, LLC | 210,914 | $3.68M | 0.55% | −6,304−2.9% | Reduced |
| Ci Investments Inc. | 215,069 | $3.75M | 0.01% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 215,889 | $3.77M | 2.48% | +93,761+76.8% | Added |
| Avantax Advisory Services, Inc. | 223,040 | $3.90M | 0.07% | +10,080+4.7% | Added |
| Hudson Capital Management LLC | 230,051 | $4.02M | 1.61% | +20,302+9.7% | Added |
| IndexIQ Advisors LLC | 237,488 | $4.15M | 0.14% | +90,022+61.0% | Added |
| Geneos Wealth Management Inc. | 249,310 | $4.36M | 0.17% | +12,289+5.2% | Added |
| Zhang Financial LLC | 253,871 | $4.43M | 1.03% | +34,069+15.5% | Added |
| E Fund Management Co., Ltd. | 286,305 | $5.00M | 0.21% | +286,305 | New |
| Clark Capital Management Group, Inc. | 291,827 | $5.09M | 0.07% | +2,473+0.9% | Added |
| MML Investors Services, LLC | 319,899 | $5.58M | 0.04% | +21,110+7.1% | Added |
| Versant Capital Management, Inc | 346,399 | $6.05M | 2.14% | +15,347+4.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 383,040 | $6.69M | 0.03% | −145,938−27.6% | Reduced |
| Retirement Income Solutions, Inc | 388,742 | $6.79M | 2.27% | −3,412−0.9% | Reduced |
| Compass Ion Advisors, LLC | 390,381 | $6.82M | 2.45% | +4,249+1.1% | Added |
| Baird Financial Group, Inc. | 397,491 | $6.94M | 0.02% | +10,976+2.8% | Added |
| Greenline Partners, LLC | 404,500 | $7.06M | 1.48% | +277,580+218.7% | Added |
| MBL Wealth, LLC | 422,247 | $7.37M | 2.55% | +422,247 | New |
| Mercer Global Advisors Inc | 446,377 | $7.79M | 0.05% | −16,447−3.6% | Reduced |
| Stansberry Asset Management, LLC | 451,659 | $7.89M | 1.59% | +451,659 | New |
| Advisor Group Holdings, Inc. | 454,432 | $7.93M | 0.02% | +23,763+5.5% | Added |
| Donoghue Forlines LLC | 462,270 | $8.07M | 1.56% | −36,335−7.3% | Reduced |
| Raymond James & Associates | 467,094 | $8.15M | 0.01% | −486,651−51.0% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 485,572 | $8.48M | 0.02% | +97,944+25.3% | Added |
| Private Advisor Group, LLC | 496,367 | $8.67M | 0.06% | +48,285+10.8% | Added |
| SEI Investments Co | 505,386 | $8.82M | 0.02% | −1,890,062−78.9% | Reduced |
| Financial Strategies Group, Inc. | 509,375 | $8.89M | 3.97% | +25,351+5.2% | Added |
| TPG Financial Advisors, LLC | 519,643 | $9.07M | 5.99% | +51,266+10.9% | Added |
| Deutsche Bank AG | 546,500 | $9.54M | 0.00% | 00.0% | Unchanged |
| Nottingham Advisors, Inc. | 577,646 | $10.1M | 1.00% | +17,756+3.2% | Added |
| JNBA Financial Advisors | 640,159 | $11.2M | 1.50% | +49,814+8.4% | Added |
| Quest Capital Management Inc | 645,307 | $11.3M | 2.21% | +8,072+1.3% | Added |
| Financial Management Professionals, Inc. | 701,401 | $12.2M | 2.83% | +53,934+8.3% | Added |
| Stifel Financial Corp | 705,082 | $12.3M | 0.02% | +19,747+2.9% | Added |
| Wealthcare Advisory Partners LLC | 722,795 | $12.6M | 0.83% | +696,549+2,653.9% | Added |