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 | 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, 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 |
|---|---|---|---|---|---|
| Eaton Vance Management | 19 | $0 | 0.00% | +19 | New |
| Fifth Third Bancorp | 31 | $1.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 45 | $1.00K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 47 | $1.00K | 0.00% | +47 | New |
| Joseph Group Capital Management | 81 | $1.00K | 0.00% | +81 | New |
| Glen Eagle Advisors, LLC | 67 | $1.22K | 0.00% | 00.0% | Unchanged |
| McDonald Partners LLC | 89 | $1.62K | 0.00% | +89 | New |
| Absolute Capital Management, LLC | 89 | $1.62K | 0.00% | +89 | New |
| Carroll Financial Associates, Inc. | 120 | $2.00K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 101 | $2.00K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 126 | $2.00K | 0.00% | +126 | New |
| Leelyn Smith, LLC | 181 | $3.00K | 0.00% | +9+5.2% | Added |
| Newbridge Financial Services Group, Inc. | 173 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 165 | $3.00K | 0.00% | +165 | New |
| Comprehensive Financial Consultants Institutional, Inc. | 84 | $3.00K | 0.00% | +84 | New |
| American Portfolios Advisors | 175 | $3.18K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 339 | $6.00K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 383 | $7.00K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 439 | $8.00K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 525 | $10.0K | 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 |
| Bessemer Group Inc | 786 | $14.0K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 759 | $14.0K | 0.00% | +759 | New |
| Tower Research Capital LLC (TRC) | 836 | $15.0K | 0.00% | −1,508−64.3% | Reduced |
| JPMorgan Chase & Co | 957 | $17.0K | 0.00% | −44,102−97.9% | Reduced |
| CWM, LLC | 939 | $17.0K | 0.00% | +939 | New |
| HBC Financial Services, PLLC | 1,023 | $18.0K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 1,121 | $20.0K | 0.00% | +440+64.6% | Added |
| WestEnd Advisors, LLC | 1,125 | $20.5K | 0.00% | – | – |
| Bedel Financial Consulting, Inc. | 1,182 | $21.0K | 0.01% | −198−14.3% | Reduced |
| AdvisorNet Financial, Inc | 1,484 | $27.0K | 0.00% | −3,766−71.7% | Reduced |
| Tradewinds Capital Management, LLC | 1,465 | $27.0K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 1,608 | $29.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 2,028 | $37.0K | 0.00% | +1,028+102.8% | Added |
| Huntington National Bank | – | $38.0K | 0.00% | – | – |
| Strategic Asset Management, LLC | 2,136 | $39.0K | 0.05% | −1,651−43.6% | Reduced |
| Prestige Wealth Management Group LLC | 2,570 | $47.0K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 2,743 | $50.0K | 0.01% | +2,743 | New |
| High Net Worth Advisory Group LLC | 3,000 | $55.0K | 0.02% | +3,000 | New |
| National Bank of Canada | 3,311 | $60.0K | 0.00% | +3,311 | New |
| Carmichael Hill & Associates, Inc. | 3,354 | $61.0K | 0.03% | 00.0% | Unchanged |
| Private Ocean, LLC | 3,417 | $62.0K | 0.01% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 3,603 | $66.0K | 0.01% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 4,097 | $74.0K | 0.00% | −24,781−85.8% | Reduced |
| Larson Financial Group LLC | 4,080 | $74.0K | 0.01% | +374+10.1% | Added |
| Birch Capital Management, LLC | 4,123 | $75.0K | 0.04% | +3,603+692.9% | Added |
| Citigroup Inc | 4,329 | $79.0K | 0.00% | +4,161+2,476.8% | Added |
| Community Bank, N.A. | 4,495 | $82.0K | 0.01% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 5,400 | $98.0K | 0.04% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 5,995 | $108.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 6,355 | $116.0K | 0.01% | −12,540−66.4% | Reduced |
| The PNC Financial Services Group, Inc. | 7,043 | $128.0K | 0.00% | +1,514+27.4% | Added |
| Caldwell Trust Co | 7,260 | $132.0K | 0.02% | +998+15.9% | Added |
| Northwestern Mutual Wealth Management Co | 7,269 | $132.0K | 0.00% | +859+13.4% | Added |
| PDS Planning, Inc | 7,608 | $138.0K | 0.03% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 8,620 | $157.0K | 0.03% | +8,158+1,765.8% | Added |
| McAdam, LLC | 10,024 | $182.0K | 0.02% | 00.0% | Unchanged |
| Michael B. Yongue | 10,239 | $186.0K | 0.12% | 00.0% | Unchanged |
| Regentatlantic Capital LLC | 10,280 | $187.0K | 0.01% | +28+0.3% | Added |
| Lake Street Advisors Group, LLC | 10,996 | $200.0K | 0.01% | +10,996 | New |
| Patriot Financial Group Insurance Agency, LLC | 11,050 | $201.0K | 0.03% | −12,950−54.0% | Reduced |
| Mutual Advisors, LLC | 11,043 | $201.0K | 0.01% | −1,734−13.6% | Reduced |
| Covington Capital Management | 11,490 | $209.0K | 0.01% | +240+2.1% | Added |
| MSH Capital Advisors LLC | 11,499 | $209.1K | 0.09% | +11,499 | New |
| Washington Trust Co | 11,967 | $218.0K | 0.01% | 00.0% | Unchanged |
| Secure Asset Management, LLC | 11,974 | $218.0K | 0.09% | +1,504+14.4% | Added |
| USAdvisors Wealth Management, LLC | 12,075 | $220.0K | 0.09% | −950−7.3% | Reduced |
| Anchor Investment Management, LLC | 12,225 | $222.3K | 0.03% | 00.0% | Unchanged |
| Van Eck Associates Corp | 12,886 | $234.0K | 0.00% | +104+0.8% | Added |
| Rothschild Investment Corp | 13,050 | $237.0K | 0.02% | +13,050 | New |
| Vigilant Capital Management, LLC | 13,540 | $246.0K | 0.02% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 13,585 | $247.0K | 0.02% | +13,585 | New |
| Lido Advisors, LLC | 13,910 | $252.0K | 0.00% | +2,473+21.6% | Added |
| Colony Group LLC | 14,270 | $260.0K | 0.00% | −1,381−8.8% | Reduced |
| Essex Financial Services, Inc. | 14,522 | $264.0K | 0.03% | −6,134−29.7% | Reduced |
| Merit Financial Group, LLC | 14,690 | $267.0K | 0.03% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 14,748 | $268.0K | 0.00% | −2,726−15.6% | Reduced |
| Dynamic Advisor Solutions LLC | 14,976 | $272.0K | 0.02% | +2,699+22.0% | Added |
| Capital Analysts, LLC | 15,328 | $278.0K | 0.02% | +2,047+15.4% | Added |
| Iron Financial, LLC | 15,791 | $287.0K | 0.13% | +914+6.1% | Added |
| Kestra Advisory Services, LLC | 17,279 | $314.0K | 0.00% | +17,279 | New |
| Independent Advisor Alliance | 17,746 | $323.0K | 0.02% | +17,746 | New |
| First Heartland Consultants, Inc. | 18,777 | $341.0K | 0.05% | +2,386+14.6% | Added |
| IFP Advisors, Inc | 18,714 | $342.0K | 0.01% | +13,202+239.5% | Added |
| 55I, LLC | 19,086 | $347.0K | 0.01% | −1,122−5.6% | Reduced |
| Citadel Advisors LLC | 19,395 | $353.0K | 0.00% | −1,052,602−98.2% | Reduced |
| New England Private Wealth Advisors LLC | 19,711 | $359.0K | 0.06% | 00.0% | Unchanged |
| Segment Wealth Management, LLC | 20,300 | $369.0K | 0.04% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 20,711 | $376.0K | 0.01% | −228,599−91.7% | Reduced |
| FirstPurpose Wealth LLC | 21,349 | $388.0K | 0.24% | +21,349 | New |
| Goelzer Investment Management, Inc. | 22,301 | $405.0K | 0.03% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 23,388 | $425.0K | 0.01% | +1,433+6.5% | Added |
| Catalyst Private Wealth, LLC | 23,376 | $425.0K | 0.18% | +23,376 | New |
| Barnett & Company, Inc. | 23,858 | $434.0K | 0.30% | −2,739−10.3% | Reduced |
| Vista Wealth Management Group, LLC | 24,000 | $436.0K | 0.07% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 24,001 | $436.0K | 0.01% | +24,001 | New |
| Astoria Portfolio Advisors LLC. | 24,449 | $444.0K | 0.35% | +24,449 | New |
| Wilbanks Smith & Thomas Asset Management LLC | 25,580 | $465.0K | 0.02% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 26,010 | $473.0K | 0.14% | +4,723+22.2% | Added |