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 |
|---|---|---|---|---|---|
| Cambridge Associates LLC | 102,793 | $1.79M | 0.16% | 00.0% | Unchanged |
| Merriman Wealth Management, LLC | 102,160 | $1.78M | 0.15% | +50,000+95.9% | Added |
| WBH Advisory Inc | 97,383 | $1.70M | 0.23% | +97,383 | New |
| Atria Investments LLC | 95,519 | $1.67M | 0.03% | +19,537+25.7% | Added |
| Franklin Resources Inc | 90,733 | $1.58M | 0.00% | +1,410+1.6% | Added |
| Cabot Wealth Management Inc | 90,331 | $1.58M | 0.21% | +6,147+7.3% | Added |
| Kingsview Wealth Management, LLC | 85,207 | $1.49M | 0.07% | +2,880+3.5% | Added |
| Wells Fargo & Company | 84,302 | $1.47M | 0.00% | +20,497+32.1% | Added |
| Pecaut & Co. | 80,685 | $1.41M | 0.84% | +44,490+122.9% | Added |
| Continuum Advisory, LLC | 79,143 | $1.38M | 0.37% | 00.0% | Unchanged |
| Choate Investment Advisors | 75,464 | $1.32M | 0.08% | −1,915−2.5% | Reduced |
| Integrated Advisors Network LLC | 66,338 | $1.16M | 0.08% | +16,255+32.5% | Added |
| Richard Bernstein Advisors LLC | 65,408 | $1.14M | 0.02% | +12,258+23.1% | Added |
| Gould Asset Management LLC | 63,711 | $1.11M | 0.34% | −406,475−86.4% | Reduced |
| Prudential Financial Inc | 63,562 | $1.11M | 0.00% | +32,707+106.0% | Added |
| Acorn Wealth Advisors, LLC | 62,233 | $1.09M | 0.76% | +3,451+5.9% | Added |
| CIBC Private Wealth Group, LLC | 60,869 | $1.06M | 0.00% | +13,224+27.8% | Added |
| Evercore Wealth Management, LLC | 60,801 | $1.06M | 0.02% | +1,400+2.4% | Added |
| Beacon Pointe Advisors, LLC | 58,047 | $1.01M | 0.03% | +58,047 | New |
| Cerity Partners LLC | 55,511 | $969.0K | 0.02% | +8,602+18.3% | Added |
| Wealthcare Capital Management LLC | 54,931 | $959.0K | 0.09% | +54,931 | New |
| Tocqueville Asset Management L.P. | 54,530 | $952.0K | 0.01% | 00.0% | Unchanged |
| Truist Financial Corp | 53,787 | $939.0K | 0.00% | +53,787 | New |
| Carret Asset Management, LLC | 51,765 | $904.0K | 0.11% | +3,205+6.6% | Added |
| Kendall Capital Management | 51,672 | $902.0K | 0.49% | +8,083+18.5% | Added |
| Whittier Trust Co of Nevada Inc | 51,000 | $890.0K | 0.04% | +51,000 | New |
| HRT Financial LP | 50,727 | $885.0K | 0.01% | +50,727 | New |
| Diligent Investors, LLC | 49,430 | $870.0K | 0.30% | 00.0% | Unchanged |
| Gradient Capital Advisors, LLC | 49,530 | $865.0K | 0.40% | +7,845+18.8% | Added |
| Central Trust Co | 48,875 | $854.0K | 0.03% | −9,785−16.7% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 48,146 | $841.0K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 45,059 | $787.0K | 0.00% | −108,360−70.6% | Reduced |
| Flagship Harbor Advisors, LLC | 44,049 | $776.0K | 0.08% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 44,376 | $775.0K | 0.09% | +3,925+9.7% | Added |
| Sargent Investment Group, LLC | 43,543 | $760.0K | 0.18% | −77,223−63.9% | Reduced |
| Formidable Asset Management, LLC | 43,368 | $757.0K | 0.14% | −2,856−6.2% | Reduced |
| BEAM Asset Management, LLC | 41,130 | $718.0K | 0.62% | +2,233+5.7% | Added |
| Cetera Investment Advisers | 40,545 | $708.0K | 0.01% | +1,050+2.7% | Added |
| Northern Trust Corp | 40,230 | $702.0K | 0.00% | +13,630+51.2% | Added |
| Boenning & Scattergood, Inc. | 39,084 | $682.0K | 0.12% | +15,800+67.9% | Added |
| Weil Company, Inc. | 37,279 | $651.0K | 0.34% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 33,278 | $581.0K | 0.12% | +17,556+111.7% | Added |
| Sigma Planning Corp | 32,165 | $562.0K | 0.02% | −11,829−26.9% | Reduced |
| AE Wealth Management LLC | 29,418 | $514.0K | 0.00% | +4,396+17.6% | Added |
| NEXT Financial Group, Inc | 28,878 | $504.0K | 0.04% | +4,544+18.7% | Added |
| Barnett & Company, Inc. | 26,597 | $464.0K | 0.35% | +435+1.7% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 25,580 | $447.0K | 0.02% | 00.0% | Unchanged |
| 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 |
| State Street Corp | 23,157 | $404.0K | 0.00% | −1,834,352−98.8% | Reduced |
| Goelzer Investment Management, Inc. | 22,301 | $389.0K | 0.03% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 21,955 | $383.0K | 0.01% | −86,065−79.7% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 21,287 | $372.0K | 0.12% | +4,867+29.6% | Added |
| Essex Financial Services, Inc. | 20,656 | $361.0K | 0.04% | −355−1.7% | 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 |
| 55I, LLC | 20,208 | $353.0K | 0.01% | −85,570−80.9% | Reduced |
| New England Private Wealth Advisors LLC | 19,711 | $343.0K | 0.06% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 18,895 | $330.0K | 0.01% | +5,778+44.0% | Added |
| Park Avenue Securities LLC | 17,474 | $305.0K | 0.01% | +2,595+17.4% | Added |
| First Heartland Consultants, Inc. | 16,391 | $286.0K | 0.04% | +161+1.0% | Added |
| Colony Group LLC | 15,651 | $273.0K | 0.01% | +15,651 | New |
| Iron Financial, LLC | 14,877 | $260.0K | 0.12% | +1,662+12.6% | Added |
| Merit Financial Group, LLC | 14,690 | $256.0K | 0.03% | +2,735+22.9% | Added |
| ARGI Investment Services, LLC | 14,341 | $250.0K | 0.01% | +2,815+24.4% | Added |
| Vigilant Capital Management, LLC | 13,540 | $236.0K | 0.02% | 00.0% | Unchanged |
| Capital Analysts, LLC | 13,281 | $232.0K | 0.02% | −2,159−14.0% | Reduced |
| USAdvisors Wealth Management, LLC | 13,025 | $227.0K | 0.10% | −2,575−16.5% | Reduced |
| 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 |
| Dynamic Advisor Solutions LLC | 12,277 | $214.0K | 0.02% | +1,409+13.0% | Added |
| Anchor Investment Management, LLC | 12,225 | $213.4K | 0.03% | +303+2.5% | Added |
| Washington Trust Co | 11,967 | $209.0K | 0.01% | 00.0% | Unchanged |
| Lido Advisors, LLC | 11,437 | $199.0K | 0.00% | +11,437 | New |
| Covington Capital Management | 11,250 | $196.0K | 0.01% | 00.0% | Unchanged |
| Parsec Financial Management, Inc. | 10,175 | $185.0K | 0.01% | 00.0% | Unchanged |
| Secure Asset Management, LLC | 10,470 | $183.0K | 0.09% | +10,470 | New |
| 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 |
| Level Four Advisory Services, LLC | 10,063 | $176.0K | 0.02% | −3,203−24.1% | 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 |
| PDS Planning, Inc | 7,608 | $133.0K | 0.03% | −254−3.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 6,410 | $112.0K | 0.00% | −997−13.5% | Reduced |
| Caldwell Trust Co | 6,262 | $109.3K | 0.01% | +30.0% | Added |
| Boston Private Wealth LLC | 5,995 | $104.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 5,529 | $96.0K | 0.00% | +5,173+1,453.1% | Added |
| IFP Advisors, Inc | 5,512 | $95.0K | 0.00% | +53+1.0% | Added |
| Professional Financial Advisors, LLC | 5,400 | $94.0K | 0.05% | −685−11.3% | Reduced |
| AdvisorNet Financial, Inc | 5,250 | $92.0K | 0.01% | −54,349−91.2% | Reduced |
| Global Retirement Partners, LLC | 5,171 | $90.0K | 0.01% | +202+4.1% | Added |
| Community Bank, N.A. | 4,495 | $78.0K | 0.01% | −570−11.3% | Reduced |
| Huntington National Bank | – | $71.0K | 0.00% | – | New |
| Strategic Asset Management, LLC | 3,787 | $66.0K | 0.09% | +3,787 | New |
| Larson Financial Group LLC | 3,706 | $65.0K | 0.01% | −1,270−25.5% | Reduced |
| Stonebridge Capital Advisors LLC | 3,603 | $63.0K | 0.01% | 00.0% | Unchanged |
| Private Ocean, LLC | 3,417 | $60.0K | 0.01% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 3,354 | $59.0K | 0.03% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 2,570 | $45.0K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,344 | $41.0K | 0.00% | +2,264+2,830.0% | Added |