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 |
|---|---|---|---|---|---|
| Wealth Management Solutions, LLC | 26,605 | $484.0K | 0.25% | +26,605 | New |
| Davidson Investment Advisors | 27,209 | $495.0K | 0.04% | +6,920+34.1% | Added |
| Kestra Private Wealth Services, LLC | 27,735 | $504.0K | 0.02% | +27,735 | New |
| Boenning & Scattergood, Inc. | 27,784 | $505.0K | 0.08% | −11,300−28.9% | Reduced |
| Pathway Financial Advisors LLC | 28,818 | $515.0K | 0.18% | +28,818 | New |
| Sigma Planning Corp | 28,946 | $526.0K | 0.01% | −3,219−10.0% | Reduced |
| WBH Advisory Inc | 32,250 | $586.0K | 0.07% | −65,133−66.9% | Reduced |
| Weil Company, Inc. | 33,527 | $610.0K | 0.28% | −3,752−10.1% | Reduced |
| Formidable Asset Management, LLC | 34,167 | $618.0K | 0.12% | −9,201−21.2% | Reduced |
| ARGI Investment Services, LLC | 34,780 | $632.0K | 0.02% | +20,439+142.5% | Added |
| Petix & Botte Co | 37,298 | $678.0K | 0.43% | +37,298 | New |
| CIBC Private Wealth Group, LLC | 39,196 | $713.0K | 0.00% | −21,673−35.6% | Reduced |
| SeaCrest Wealth Management, LLC | 39,467 | $718.0K | 0.08% | −4,909−11.1% | Reduced |
| BEAM Asset Management, LLC | 40,975 | $745.0K | 0.85% | −155−0.4% | Reduced |
| Cetera Investment Advisers | 41,150 | $748.0K | 0.01% | +605+1.5% | Added |
| Central Trust Co | 41,560 | $755.0K | 0.02% | −7,315−15.0% | Reduced |
| Latitude Advisors, LLC | 43,712 | $795.0K | 0.22% | +43,712 | New |
| Northern Trust Corp | 44,177 | $804.0K | 0.00% | +3,947+9.8% | Added |
| Diligent Investors, LLC | 44,778 | $814.0K | 0.23% | −4,652−9.4% | Reduced |
| Truist Financial Corp | 46,810 | $851.0K | 0.00% | −6,977−13.0% | Reduced |
| Flagship Harbor Advisors, LLC | 48,241 | $877.0K | 0.08% | +4,192+9.5% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 49,733 | $904.0K | 0.00% | +1,587+3.3% | Added |
| Gradient Capital Advisors, LLC | 50,791 | $923.0K | 0.38% | +1,261+2.5% | Added |
| Whittier Trust Co of Nevada Inc | 51,000 | $927.0K | 0.03% | 00.0% | Unchanged |
| Carret Asset Management, LLC | 53,520 | $973.0K | 0.11% | +1,755+3.4% | Added |
| Tocqueville Asset Management L.P. | 54,530 | $991.0K | 0.01% | 00.0% | Unchanged |
| Personal Wealth Partners | 54,977 | $999.0K | 0.41% | +54,977 | New |
| Colonial River Wealth Management, LLC | 57,207 | $1.04M | 0.56% | +57,207 | New |
| Beacon Pointe Advisors, LLC | 60,697 | $1.10M | 0.03% | +2,650+4.6% | Added |
| Kendall Capital Management | 62,721 | $1.14M | 0.54% | +11,049+21.4% | Added |
| Sheets Smith Wealth Management | 63,903 | $1.16M | 0.14% | +63,903 | New |
| Wealthcare Capital Management LLC | 64,024 | $1.16M | 0.11% | +9,093+16.6% | Added |
| Walkner Condon Financial Advisors LLC | 65,603 | $1.19M | 0.78% | +65,603 | New |
| Evercore Wealth Management, LLC | 66,301 | $1.21M | 0.02% | +5,500+9.0% | Added |
| Richard Bernstein Advisors LLC | 67,085 | $1.22M | 0.02% | +1,677+2.6% | Added |
| Acorn Wealth Advisors, LLC | 68,145 | $1.24M | 0.79% | +5,912+9.5% | Added |
| Adventist Health System Sunbelt Healthcare Corp | 68,700 | $1.25M | 0.05% | −13,166,100−99.5% | Reduced |
| Integrated Advisors Network LLC | 69,457 | $1.26M | 0.07% | +3,119+4.7% | Added |
| Continuum Advisory, LLC | 72,849 | $1.32M | 0.30% | −6,294−8.0% | Reduced |
| Choate Investment Advisors | 75,464 | $1.37M | 0.08% | 00.0% | Unchanged |
| Windsor Group LTD | 83,009 | $1.50M | 0.27% | −40,625−32.9% | Reduced |
| Kingsview Wealth Management, LLC | 83,592 | $1.52M | 0.06% | −1,615−1.9% | Reduced |
| Franklin Resources Inc | 90,733 | $1.65M | 0.00% | 00.0% | Unchanged |
| Cabot Wealth Management Inc | 98,234 | $1.79M | 0.23% | +7,903+8.7% | Added |
| Merriman Wealth Management, LLC | 102,380 | $1.86M | 0.14% | +220+0.2% | Added |
| Cambridge Associates LLC | 102,793 | $1.87M | 0.14% | 00.0% | Unchanged |
| SFG Wealth Management, LLC. | 107,289 | $1.95M | 1.74% | +107,289 | New |
| Kraematon Investment Advisors, Inc | 107,408 | $1.95M | 1.75% | +107,408 | New |
| Baker Ellis Asset Management LLC | 114,500 | $2.08M | 0.37% | −2,200−1.9% | Reduced |
| Forbes Financial Planning, Inc. | 116,159 | $2.09M | 2.06% | +116,159 | New |
| WFA of San Diego, LLC | 115,322 | $2.10M | 1.22% | +4,028+3.6% | Added |
| Belpointe Asset Management LLC | 116,015 | $2.11M | 0.13% | −5,942−4.9% | Reduced |
| Jacobi Capital Management LLC | 124,874 | $2.27M | 0.27% | +4,106+3.4% | Added |
| Betterment LLC | 127,373 | $2.32M | 0.01% | −2,927−2.2% | Reduced |
| MML Investors Services, LLC | 134,129 | $2.44M | 0.02% | −185,770−58.1% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 134,224 | $2.44M | 0.20% | +14,005+11.6% | Added |
| Federation des caisses Desjardins du Quebec | 134,517 | $2.45M | 0.02% | −1,604−1.2% | Reduced |
| Rockefeller Capital Management L.P. | 134,875 | $2.45M | 0.01% | −1,552−1.1% | Reduced |
| Altavista Wealth Management, Inc. | 136,978 | $2.49M | 0.50% | +2,657+2.0% | Added |
| Marble Harbor Investment Counsel, LLC | 137,150 | $2.49M | 0.29% | +6,200+4.7% | Added |
| Atria Investments LLC | 140,950 | $2.56M | 0.05% | +45,431+47.6% | Added |
| Mission Creek Capital Partners, Inc. | 141,019 | $2.56M | 0.51% | +34,385+32.2% | Added |
| Requisite Capital Management, LLC | 144,661 | $2.63M | 0.82% | −65,724−31.2% | Reduced |
| Tokio Marine Asset Management Co Ltd | 146,000 | $2.65M | 0.21% | −25,000−14.6% | Reduced |
| Commonwealth Equity Services, LLC | 147,518 | $2.68M | 0.01% | −30,789−17.3% | Reduced |
| Purus Wealth Management, LLC | 158,068 | $2.87M | 1.80% | +5,385+3.5% | Added |
| Evanson Asset Management, LLC | 160,085 | $2.91M | 0.26% | +13,425+9.2% | Added |
| Baker Tilly Wealth Management, LLC | 162,274 | $2.95M | 0.32% | +42,333+35.3% | Added |
| AE Wealth Management LLC | 164,538 | $2.99M | 0.02% | +135,120+459.3% | Added |
| BKD Wealth Advisors, LLC | 168,317 | $3.06M | 0.13% | −4,466−2.6% | Reduced |
| Upper Left Wealth Management, LLC | 168,863 | $3.07M | 3.06% | +168,863 | New |
| Pecaut & Co. | 169,931 | $3.09M | 1.57% | +89,246+110.6% | Added |
| Mariner, LLC | 171,209 | $3.11M | 0.01% | −31,822−15.7% | Reduced |
| Harbor Investment Advisory, LLC | 181,641 | $3.30M | 0.42% | +10,142+5.9% | Added |
| 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 |
| Abbrea Capital, LLC | 199,099 | $3.62M | 0.49% | −11,815−5.6% | Reduced |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 206,834 | $3.76M | 1.71% | +15,211+7.9% | Added |
| Scotia Capital Inc. | 208,538 | $3.79M | 0.03% | +9,543+4.8% | Added |
| Ci Investments Inc. | 215,069 | $3.91M | 0.01% | 00.0% | Unchanged |
| Simplicity Wealth,LLC | 221,159 | $4.02M | 2.17% | +221,159 | New |
| IndexIQ Advisors LLC | 229,606 | $4.17M | 0.14% | −7,882−3.3% | Reduced |
| Avantax Advisory Services, Inc. | 230,046 | $4.18M | 0.06% | +7,006+3.1% | Added |
| Hudson Capital Management LLC | 236,766 | $4.30M | 1.56% | +6,715+2.9% | Added |
| Virtu Financial LLC | 256,362 | $4.66M | 0.48% | +256,362 | New |
| Horizon Financial Services, LLC | 258,933 | $4.71M | 2.86% | +43,044+19.9% | Added |
| Zhang Financial LLC | 263,613 | $4.79M | 0.85% | +9,742+3.8% | Added |
| E Fund Management Co., Ltd. | 274,301 | $4.99M | 0.18% | −12,004−4.2% | Reduced |
| CoreCap Advisors, LLC | 274,416 | $4.99M | 0.33% | +274,416 | New |
| Flynn Zito Capital Management, LLC | 274,845 | $5.00M | 4.24% | +274,845 | New |
| Glenview Trust Co | 279,000 | $5.07M | 0.17% | +279,000 | New |
| Wells Fargo & Company | 299,081 | $5.44M | 0.00% | +214,779+254.8% | Added |
| Gould Asset Management LLC | 308,651 | $5.61M | 1.57% | +244,940+384.5% | Added |
| Synovus Financial Corp | 316,510 | $5.75M | 0.06% | +110,711+53.8% | Added |
| Retirement Income Solutions, Inc | 318,447 | $5.79M | 1.55% | −70,295−18.1% | Reduced |
| Compass Ion Advisors, LLC | 335,858 | $6.11M | 1.96% | −54,523−14.0% | Reduced |
| Versant Capital Management, Inc | 347,296 | $6.31M | 2.06% | +897+0.3% | Added |
| Stratos Wealth Partners, LTD. | 356,677 | $6.48M | 0.14% | +356,677 | New |
| Advanced Research Investment Solutions, LLC | 359,572 | $6.54M | 2.38% | +233,735+185.7% | Added |
| Laurel Wealth Advisors, Inc. | 363,524 | $6.61M | 0.51% | +363,524 | New |