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, Q4 2021
Institutional positions in World Gold Trust as of Dec 31, 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
- 258
- +29 vs. Q3 2021
- Shares held
- 154.5M
- −1.27M (−0.8%) vs. Q3 2021
- Total value
- $2.84B
- +$121.5M (+4.5%) vs. Q3 2021
- New holders
- 50
- 98 more added
- Sold out
- 21
- 64 more reduced
6 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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 | 878 | $13.9B |
| Q3 2025 | 754 | $11.8B |
| Q2 2025 | 702 | $9.26B |
| Q1 2025 | 618 | $8.05B |
| Q4 2024 | 541 | $5.85B |
| Q3 2024 | 465 | $5.95B |
| Q2 2024 | 406 | $4.21B |
| Q1 2024 | 375 | $4.84B |
| Q4 2023 | 374 | $4.09B |
| Q3 2023 | 345 | $3.52B |
| Q2 2023 | 334 | $4.12B |
| Q1 2023 | 319 | $3.95B |
| Q4 2022 | 275 | $3.67B |
| Q3 2022 | 255 | $2.88B |
| Q2 2022 | 274 | $3.11B |
| Q1 2022 | 240 | $2.55B |
| Q4 2021 | 258 | $2.86B |
| Q3 2021 | 235 | $2.75B |
| Q2 2021 | 239 | $2.81B |
| Q1 2021 | 227 | $2.69B |
Institutions, Q4 2021
Shares, value and share of portfolio for each institution holding World Gold Trust; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sumitomo Mitsui Trust Holdings, Inc. | 17,800,000 | $323.6M | 0.20% | 00.0% | Unchanged |
| Cassaday & Co Inc. | 15,135,075 | $275.2M | 25.87% | +524,980+3.6% | Added |
| 3EDGE Asset Management, LP | 10,574,433 | $192.2M | 16.46% | −28,089−0.3% | Reduced |
| Toroso Investments, LLC | 9,083,838 | $165.1M | 5.06% | +846,567+10.3% | Added |
| RGT Wealth Advisors, LLC | 7,967,736 | $144.9M | 22.10% | +258,433+3.4% | Added |
| Evoke Wealth, LLC | 6,887,736 | $125.1M | 3.95% | +45,276+0.7% | Added |
| Mirae Asset Global Investments Co., Ltd. | 6,209,568 | $112.9M | 0.24% | +2,991,687+93.0% | Added |
| Morgan Stanley | 5,973,250 | $108.6M | 0.01% | −1,265,697−17.5% | Reduced |
| UBS Group AG | 3,296,926 | $59.9M | 0.02% | −862,117−20.7% | Reduced |
| Gradient Investments LLC | 3,247,254 | $59.0M | 1.50% | +264,337+8.9% | Added |
| Bank of America Corp | 3,043,238 | $55.3M | 0.01% | +3,298+0.1% | Added |
| Jane Street Group, LLC | 2,932,454 | $53.3M | 0.10% | +2,932,454 | New |
| Congress Wealth Management LLC | 2,854,649 | $51.9M | 1.04% | +2,854,649 | New |
| Money Design Co.,Ltd. | 1,427,446 | $51.6M | 3.49% | −10,771−0.7% | Reduced |
| Bank of New York Mellon Corp | 2,613,052 | $47.5M | 0.01% | −805,847−23.6% | Reduced |
| Advisory Alpha, LLC | 2,581,947 | $46.9M | 2.74% | +358,389+16.1% | Added |
| Charles Schwab Investment Management Inc | 2,236,100 | $40.7M | 0.01% | +53,349+2.4% | Added |
| Strategic Financial Services, Inc, | 2,061,274 | $37.5M | 2.79% | +76,030+3.8% | Added |
| American Investment Services, Inc. | 1,735,722 | $31.6M | 6.91% | −78,581−4.3% | Reduced |
| Hollow Brook Wealth Management LLC | 1,638,656 | $29.8M | 15.28% | +26,961+1.7% | Added |
| Richard C. Young & CO., LTD. | 1,636,860 | $29.8M | 3.75% | +26,224+1.6% | Added |
| PFS Investments Inc. | 1,514,295 | $27.5M | 0.53% | −11,395−0.7% | Reduced |
| Cohen & Steers, Inc. | 1,462,760 | $26.6M | 0.04% | +215,000+17.2% | Added |
| State Street Corp | 1,420,087 | $25.8M | 0.00% | +1,396,930+6,032.4% | Added |
| Royal Bank of Canada | 1,411,449 | $25.7M | 0.01% | −10,294−0.7% | Reduced |
| Capital Planning Advisors, LLC | 1,392,679 | $25.3M | 4.82% | +10,057+0.7% | Added |
| LPL Financial LLC | 1,273,659 | $23.2M | 0.02% | +70,570+5.9% | Added |
| Envestnet Asset Management Inc | 1,245,038 | $22.6M | 0.01% | −1,208,596−49.3% | Reduced |
| Brandywine Oak Private Wealth LLC | 1,262,375 | $22.5M | 2.46% | −353,832−21.9% | Reduced |
| TownSquare Capital, LLC | 1,164,982 | $21.2M | 0.53% | +271,528+30.4% | Added |
| Ameriprise Financial Inc | 1,157,858 | $21.1M | 0.01% | +236,949+25.7% | Added |
| Financial Enhancement Group LLC | 1,114,994 | $20.3M | 3.56% | +28,851+2.7% | Added |
| Assetmark, Inc | 1,085,757 | $19.7M | 0.08% | +30,129+2.9% | Added |
| Wealthcare Advisory Partners LLC | 933,723 | $17.0M | 1.02% | +210,928+29.2% | Added |
| Timber Creek Capital Management LLC | 799,786 | $14.5M | 4.33% | −2,655−0.3% | Reduced |
| Stifel Financial Corp | 705,201 | $12.8M | 0.02% | +1190.0% | Added |
| JNBA Financial Advisors | 667,105 | $12.1M | 1.48% | +26,946+4.2% | Added |
| SG Americas Securities, LLC | 663,195 | $12.1M | 0.08% | +663,195 | New |
| Evernest Financial Advisors, LLC | 274,019 | $11.0M | 5.70% | +274,019 | New |
| Nottingham Advisors, Inc. | 604,318 | $11.0M | 1.20% | +26,672+4.6% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 599,520 | $10.9M | 0.23% | +599,520 | New |
| Stansberry Asset Management, LLC | 590,160 | $10.7M | 2.00% | +138,501+30.7% | Added |
| Mercer Global Advisors Inc | 556,025 | $10.1M | 0.06% | +109,648+24.6% | Added |
| Quest Capital Management Inc | 550,182 | $10.0M | 1.72% | −95,125−14.7% | Reduced |
| Financial Management Professionals, Inc. | 547,647 | $9.96M | 2.11% | −153,754−21.9% | Reduced |
| Private Advisor Group, LLC | 546,530 | $9.94M | 0.07% | +50,163+10.1% | Added |
| Deutsche Bank AG | 546,500 | $9.94M | 0.00% | 00.0% | Unchanged |
| Financial Strategies Group, Inc. | 537,857 | $9.78M | 3.99% | +28,482+5.6% | Added |
| Raymond James Financial Services Advisors, Inc. | 514,752 | $9.36M | 0.02% | +29,180+6.0% | Added |
| Greenline Partners, LLC | 506,704 | $9.21M | 1.74% | +102,204+25.3% | Added |
| SEI Investments Co | 505,322 | $9.18M | 0.02% | −640.0% | Reduced |
| January Capital Advisors LLC | 476,802 | $8.67M | 6.89% | +476,802 | New |
| Advisor Group Holdings, Inc. | 469,537 | $8.54M | 0.02% | +15,105+3.3% | Added |
| Clark Capital Management Group, Inc. | 459,057 | $8.35M | 0.10% | +167,230+57.3% | Added |
| Baird Financial Group, Inc. | 440,032 | $8.00M | 0.02% | +42,541+10.7% | Added |
| Raymond James & Associates | 427,347 | $7.77M | 0.01% | −39,747−8.5% | Reduced |
| Warren Street Wealth Advisors, LLC | 397,850 | $7.23M | 6.78% | +397,850 | New |
| Cambridge Investment Research Advisors, Inc. | 378,151 | $6.88M | 0.03% | −4,889−1.3% | Reduced |
| Laurel Wealth Advisors, Inc. | 363,524 | $6.61M | 0.51% | +363,524 | New |
| Advanced Research Investment Solutions, LLC | 359,572 | $6.54M | 2.38% | +233,735+185.7% | Added |
| Stratos Wealth Partners, LTD. | 356,677 | $6.48M | 0.14% | +356,677 | New |
| Versant Capital Management, Inc | 347,296 | $6.31M | 2.06% | +897+0.3% | Added |
| Compass Ion Advisors, LLC | 335,858 | $6.11M | 1.96% | −54,523−14.0% | Reduced |
| Retirement Income Solutions, Inc | 318,447 | $5.79M | 1.55% | −70,295−18.1% | Reduced |
| Synovus Financial Corp | 316,510 | $5.75M | 0.06% | +110,711+53.8% | Added |
| Gould Asset Management LLC | 308,651 | $5.61M | 1.57% | +244,940+384.5% | Added |
| Wells Fargo & Company | 299,081 | $5.44M | 0.00% | +214,779+254.8% | Added |
| Glenview Trust Co | 279,000 | $5.07M | 0.17% | +279,000 | New |
| Flynn Zito Capital Management, LLC | 274,845 | $5.00M | 4.24% | +274,845 | New |
| CoreCap Advisors, LLC | 274,416 | $4.99M | 0.33% | +274,416 | New |
| E Fund Management Co., Ltd. | 274,301 | $4.99M | 0.18% | −12,004−4.2% | Reduced |
| Zhang Financial LLC | 263,613 | $4.79M | 0.85% | +9,742+3.8% | Added |
| Horizon Financial Services, LLC | 258,933 | $4.71M | 2.86% | +43,044+19.9% | Added |
| Virtu Financial LLC | 256,362 | $4.66M | 0.48% | +256,362 | New |
| Hudson Capital Management LLC | 236,766 | $4.30M | 1.56% | +6,715+2.9% | Added |
| Avantax Advisory Services, Inc. | 230,046 | $4.18M | 0.06% | +7,006+3.1% | Added |
| IndexIQ Advisors LLC | 229,606 | $4.17M | 0.14% | −7,882−3.3% | Reduced |
| Simplicity Wealth,LLC | 221,159 | $4.02M | 2.17% | +221,159 | New |
| Ci Investments Inc. | 215,069 | $3.91M | 0.01% | 00.0% | Unchanged |
| Scotia Capital Inc. | 208,538 | $3.79M | 0.03% | +9,543+4.8% | Added |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 206,834 | $3.76M | 1.71% | +15,211+7.9% | Added |
| Abbrea Capital, LLC | 199,099 | $3.62M | 0.49% | −11,815−5.6% | Reduced |
| Inspirion Wealth Advisors, LLC | 189,499 | $3.44M | 0.73% | +9,509+5.3% | Added |
| Accretive Wealth Partners, LLC | 189,484 | $3.44M | 2.19% | +14,117+8.0% | Added |
| Harbor Investment Advisory, LLC | 181,641 | $3.30M | 0.42% | +10,142+5.9% | Added |
| Mariner, LLC | 171,209 | $3.11M | 0.01% | −31,822−15.7% | Reduced |
| Pecaut & Co. | 169,931 | $3.09M | 1.57% | +89,246+110.6% | Added |
| Upper Left Wealth Management, LLC | 168,863 | $3.07M | 3.06% | +168,863 | New |
| BKD Wealth Advisors, LLC | 168,317 | $3.06M | 0.13% | −4,466−2.6% | Reduced |
| AE Wealth Management LLC | 164,538 | $2.99M | 0.02% | +135,120+459.3% | Added |
| Baker Tilly Wealth Management, LLC | 162,274 | $2.95M | 0.32% | +42,333+35.3% | Added |
| Evanson Asset Management, LLC | 160,085 | $2.91M | 0.26% | +13,425+9.2% | Added |
| Purus Wealth Management, LLC | 158,068 | $2.87M | 1.80% | +5,385+3.5% | Added |
| Commonwealth Equity Services, LLC | 147,518 | $2.68M | 0.01% | −30,789−17.3% | Reduced |
| Tokio Marine Asset Management Co Ltd | 146,000 | $2.65M | 0.21% | −25,000−14.6% | Reduced |
| Requisite Capital Management, LLC | 144,661 | $2.63M | 0.82% | −65,724−31.2% | Reduced |
| Mission Creek Capital Partners, Inc. | 141,019 | $2.56M | 0.51% | +34,385+32.2% | Added |
| Atria Investments LLC | 140,950 | $2.56M | 0.05% | +45,431+47.6% | Added |
| Marble Harbor Investment Counsel, LLC | 137,150 | $2.49M | 0.29% | +6,200+4.7% | Added |
| Altavista Wealth Management, Inc. | 136,978 | $2.49M | 0.50% | +2,657+2.0% | Added |