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.

Q4 2021 vs. Q3 2021

How the institutions holding World Gold Trust changed between Q3 2021 and Q4 2021.

All holders in Q4 2021 All holders in Q3 2021

13F holders of GLDM: Q3 2021 compared with Q4 2021
Measure	Q3 2021	Of which not filed for Q4 2021	Q4 2021	Change
Holders	235	6	258	+29
Shares	157.5M	1.78M	154.5M	−1.27M (−0.8%)
Value	$2.75B	$31.0M	$2.84B	+$121.5M (+4.5%)

6 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so the changes leave them out.

New holders (50)

Institutions that held World Gold Trust at the end of Q4 2021 but not at the end of Q3 2021.

Institutions new to GLDM in Q4 2021
Institution	Shares	Value	% of portfolio
Jane Street Group, LLC	2,932,454	$53.3M	0.10%
Congress Wealth Management LLC	2,854,649	$51.9M	1.04%
SG Americas Securities, LLC	663,195	$12.1M	0.08%
Evernest Financial Advisors, LLC	274,019	$11.0M	5.70%
Sumitomo Mitsui DS Asset Management Company, Ltd	599,520	$10.9M	0.23%
January Capital Advisors LLC	476,802	$8.67M	6.89%
Warren Street Wealth Advisors, LLC	397,850	$7.23M	6.78%
Laurel Wealth Advisors, Inc.	363,524	$6.61M	0.51%
Stratos Wealth Partners, LTD.	356,677	$6.48M	0.14%
Glenview Trust Co	279,000	$5.07M	0.17%
Flynn Zito Capital Management, LLC	274,845	$5.00M	4.24%
CoreCap Advisors, LLC	274,416	$4.99M	0.33%
Virtu Financial LLC	256,362	$4.66M	0.48%
Simplicity Wealth,LLC	221,159	$4.02M	2.17%
Upper Left Wealth Management, LLC	168,863	$3.07M	3.06%
Forbes Financial Planning, Inc.	116,159	$2.09M	2.06%
Kraematon Investment Advisors, Inc	107,408	$1.95M	1.75%
SFG Wealth Management, LLC.	107,289	$1.95M	1.74%
Walkner Condon Financial Advisors LLC	65,603	$1.19M	0.78%
Sheets Smith Wealth Management	63,903	$1.16M	0.14%
Colonial River Wealth Management, LLC	57,207	$1.04M	0.56%
Personal Wealth Partners	54,977	$999.0K	0.41%
Latitude Advisors, LLC	43,712	$795.0K	0.22%
Petix & Botte Co	37,298	$678.0K	0.43%
Pathway Financial Advisors LLC	28,818	$515.0K	0.18%
Kestra Private Wealth Services, LLC	27,735	$504.0K	0.02%
Wealth Management Solutions, LLC	26,605	$484.0K	0.25%
Astoria Portfolio Advisors LLC.	24,449	$444.0K	0.35%
Brinker Capital Investments, LLC	24,001	$436.0K	0.01%
Catalyst Private Wealth, LLC	23,376	$425.0K	0.18%
FirstPurpose Wealth LLC	21,349	$388.0K	0.24%
Independent Advisor Alliance	17,746	$323.0K	0.02%
Kestra Advisory Services, LLC	17,279	$314.0K	0.00%
Washington Trust Advisors, Inc.	13,585	$247.0K	0.02%
Rothschild Investment Corp	13,050	$237.0K	0.02%
MSH Capital Advisors LLC	11,499	$209.1K	0.09%
Lake Street Advisors Group, LLC	10,996	$200.0K	0.01%
National Bank of Canada	3,311	$60.0K	0.00%
High Net Worth Advisory Group LLC	3,000	$55.0K	0.02%
Quent Capital, LLC	2,743	$50.0K	0.01%
CWM, LLC	939	$17.0K	0.00%
BerganKDV Wealth Management, LLC	759	$14.0K	0.00%
Sandy Spring Bank	165	$3.00K	0.00%
Comprehensive Financial Consultants Institutional, Inc.	84	$3.00K	0.00%
Signaturefd, LLC	126	$2.00K	0.00%
McDonald Partners LLC	89	$1.62K	0.00%
Absolute Capital Management, LLC	89	$1.62K	0.00%
Covestor Ltd	47	$1.00K	0.00%
Joseph Group Capital Management	81	$1.00K	0.00%
Eaton Vance Management	19	$0	0.00%

Sold out (21)

Institutions that held World Gold Trust at the end of Q3 2021 and filed for Q4 2021 without it.

Institutions that sold out of GLDM in Q4 2021
Institution	Shares, Q3 2021	Value, Q3 2021
Burt Wealth Advisors	1,085,325	$18.9M
TPG Financial Advisors, LLC	519,643	$9.07M
Donoghue Forlines LLC	462,270	$8.07M
IMC-Chicago, LLC	189,700	$3.31M
Prudential Financial Inc	63,562	$1.11M
Cerity Partners LLC	55,511	$969.0K
HRT Financial LP	50,727	$885.0K
Sargent Investment Group, LLC	43,543	$760.0K
Two Sigma Securities, LLC	33,278	$581.0K
Parsec Financial Management, Inc.	10,175	$185.0K
Level Four Advisory Services, LLC	10,063	$176.0K
Legal Advantage Investments, Inc.	10,000	$175.0K
Global Retirement Partners, LLC	5,171	$90.0K
Glassman Wealth Services	1,695	$30.0K
First Horizon Advisors, Inc.	1,520	$25.0K
Ancora Advisors, LLC	913	$16.0K
TCI Wealth Advisors, Inc.	335	$6.00K
Signature Securities Group Corporation	279	$5.00K
Reilly Financial Advisors, LLC	150	$3.00K
FinTrust Capital Advisors, LLC	14	$0
Arkadios Wealth Advisors	26	$0

Not filed for Q4 2021 yet (6)

Institutions that held World Gold Trust at the end of Q3 2021 and haven't filed a 13F for Q4 2021. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding GLDM in Q3 2021 that haven't filed for Q4 2021
Institution	Shares, Q3 2021	Value, Q3 2021
Cardan Capital Partners, LLC	1,059,306	$18.5M
MBL Wealth, LLC	422,247	$7.37M
Mid Atlantic Financial Management Inc	152,450	$2.66M
Wealth Advisory Solutions, LLC	140,977	$2.46M
Wealth Quarterback LLC	730	$13.0K
Heritage Wealth Management, LLC	764	$13.0K