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 |
|---|---|---|---|---|---|
| Cambridge Investment Research Advisors, Inc. | 378,151 | $6.88M | 0.03% | −4,889−1.3% | Reduced |
| Warren Street Wealth Advisors, LLC | 397,850 | $7.23M | 6.78% | +397,850 | New |
| Raymond James & Associates | 427,347 | $7.77M | 0.01% | −39,747−8.5% | Reduced |
| Baird Financial Group, Inc. | 440,032 | $8.00M | 0.02% | +42,541+10.7% | Added |
| Clark Capital Management Group, Inc. | 459,057 | $8.35M | 0.10% | +167,230+57.3% | Added |
| Advisor Group Holdings, Inc. | 469,537 | $8.54M | 0.02% | +15,105+3.3% | Added |
| January Capital Advisors LLC | 476,802 | $8.67M | 6.89% | +476,802 | New |
| SEI Investments Co | 505,322 | $9.18M | 0.02% | −640.0% | Reduced |
| Greenline Partners, LLC | 506,704 | $9.21M | 1.74% | +102,204+25.3% | Added |
| Raymond James Financial Services Advisors, Inc. | 514,752 | $9.36M | 0.02% | +29,180+6.0% | Added |
| Financial Strategies Group, Inc. | 537,857 | $9.78M | 3.99% | +28,482+5.6% | Added |
| Deutsche Bank AG | 546,500 | $9.94M | 0.00% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 546,530 | $9.94M | 0.07% | +50,163+10.1% | Added |
| Financial Management Professionals, Inc. | 547,647 | $9.96M | 2.11% | −153,754−21.9% | Reduced |
| Quest Capital Management Inc | 550,182 | $10.0M | 1.72% | −95,125−14.7% | Reduced |
| Mercer Global Advisors Inc | 556,025 | $10.1M | 0.06% | +109,648+24.6% | Added |
| Stansberry Asset Management, LLC | 590,160 | $10.7M | 2.00% | +138,501+30.7% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 599,520 | $10.9M | 0.23% | +599,520 | New |
| Nottingham Advisors, Inc. | 604,318 | $11.0M | 1.20% | +26,672+4.6% | Added |
| Evernest Financial Advisors, LLC | 274,019 | $11.0M | 5.70% | +274,019 | New |
| SG Americas Securities, LLC | 663,195 | $12.1M | 0.08% | +663,195 | New |
| JNBA Financial Advisors | 667,105 | $12.1M | 1.48% | +26,946+4.2% | Added |
| Stifel Financial Corp | 705,201 | $12.8M | 0.02% | +1190.0% | Added |
| Timber Creek Capital Management LLC | 799,786 | $14.5M | 4.33% | −2,655−0.3% | Reduced |
| Wealthcare Advisory Partners LLC | 933,723 | $17.0M | 1.02% | +210,928+29.2% | Added |
| Assetmark, Inc | 1,085,757 | $19.7M | 0.08% | +30,129+2.9% | Added |
| Financial Enhancement Group LLC | 1,114,994 | $20.3M | 3.56% | +28,851+2.7% | Added |
| Ameriprise Financial Inc | 1,157,858 | $21.1M | 0.01% | +236,949+25.7% | Added |
| TownSquare Capital, LLC | 1,164,982 | $21.2M | 0.53% | +271,528+30.4% | Added |
| Brandywine Oak Private Wealth LLC | 1,262,375 | $22.5M | 2.46% | −353,832−21.9% | Reduced |
| Envestnet Asset Management Inc | 1,245,038 | $22.6M | 0.01% | −1,208,596−49.3% | Reduced |
| LPL Financial LLC | 1,273,659 | $23.2M | 0.02% | +70,570+5.9% | Added |
| Capital Planning Advisors, LLC | 1,392,679 | $25.3M | 4.82% | +10,057+0.7% | Added |
| Royal Bank of Canada | 1,411,449 | $25.7M | 0.01% | −10,294−0.7% | Reduced |
| State Street Corp | 1,420,087 | $25.8M | 0.00% | +1,396,930+6,032.4% | Added |
| Cohen & Steers, Inc. | 1,462,760 | $26.6M | 0.04% | +215,000+17.2% | Added |
| PFS Investments Inc. | 1,514,295 | $27.5M | 0.53% | −11,395−0.7% | Reduced |
| Richard C. Young & CO., LTD. | 1,636,860 | $29.8M | 3.75% | +26,224+1.6% | Added |
| Hollow Brook Wealth Management LLC | 1,638,656 | $29.8M | 15.28% | +26,961+1.7% | Added |
| American Investment Services, Inc. | 1,735,722 | $31.6M | 6.91% | −78,581−4.3% | Reduced |
| Strategic Financial Services, Inc, | 2,061,274 | $37.5M | 2.79% | +76,030+3.8% | Added |
| Charles Schwab Investment Management Inc | 2,236,100 | $40.7M | 0.01% | +53,349+2.4% | Added |
| Advisory Alpha, LLC | 2,581,947 | $46.9M | 2.74% | +358,389+16.1% | Added |
| Bank of New York Mellon Corp | 2,613,052 | $47.5M | 0.01% | −805,847−23.6% | Reduced |
| Money Design Co.,Ltd. | 1,427,446 | $51.6M | 3.49% | −10,771−0.7% | Reduced |
| Congress Wealth Management LLC | 2,854,649 | $51.9M | 1.04% | +2,854,649 | New |
| Jane Street Group, LLC | 2,932,454 | $53.3M | 0.10% | +2,932,454 | New |
| Bank of America Corp | 3,043,238 | $55.3M | 0.01% | +3,298+0.1% | Added |
| Gradient Investments LLC | 3,247,254 | $59.0M | 1.50% | +264,337+8.9% | Added |
| UBS Group AG | 3,296,926 | $59.9M | 0.02% | −862,117−20.7% | Reduced |
| Morgan Stanley | 5,973,250 | $108.6M | 0.01% | −1,265,697−17.5% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 6,209,568 | $112.9M | 0.24% | +2,991,687+93.0% | Added |
| Evoke Wealth, LLC | 6,887,736 | $125.1M | 3.95% | +45,276+0.7% | Added |
| RGT Wealth Advisors, LLC | 7,967,736 | $144.9M | 22.10% | +258,433+3.4% | Added |
| Toroso Investments, LLC | 9,083,838 | $165.1M | 5.06% | +846,567+10.3% | Added |
| 3EDGE Asset Management, LP | 10,574,433 | $192.2M | 16.46% | −28,089−0.3% | Reduced |
| Cassaday & Co Inc. | 15,135,075 | $275.2M | 25.87% | +524,980+3.6% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 17,800,000 | $323.6M | 0.20% | 00.0% | Unchanged |
| Burt Wealth Advisors | 0 | $0 | 0.00% | −1,085,325−100.0% | Sold out |
| TPG Financial Advisors, LLC | 0 | $0 | 0.00% | −519,643−100.0% | Sold out |
| Donoghue Forlines LLC | 0 | $0 | 0.00% | −462,270−100.0% | Sold out |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −189,700−100.0% | Sold out |
| Prudential Financial Inc | 0 | $0 | 0.00% | −63,562−100.0% | Sold out |
| Cerity Partners LLC | 0 | $0 | 0.00% | −55,511−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −50,727−100.0% | Sold out |
| Sargent Investment Group, LLC | 0 | $0 | 0.00% | −43,543−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −33,278−100.0% | Sold out |
| Parsec Financial Management, Inc. | 0 | $0 | 0.00% | −10,175−100.0% | Sold out |
| Level Four Advisory Services, LLC | 0 | $0 | 0.00% | −10,063−100.0% | Sold out |
| Legal Advantage Investments, Inc. | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Global Retirement Partners, LLC | 0 | $0 | 0.00% | −5,171−100.0% | Sold out |
| Glassman Wealth Services | 0 | $0 | 0.00% | −1,695−100.0% | Sold out |
| First Horizon Advisors, Inc. | 0 | $0 | 0.00% | −1,520−100.0% | Sold out |
| Ancora Advisors, LLC | 0 | $0 | 0.00% | −913−100.0% | Sold out |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −335−100.0% | Sold out |
| Signature Securities Group Corporation | 0 | $0 | 0.00% | −279−100.0% | Sold out |
| Reilly Financial Advisors, LLC | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| FinTrust Capital Advisors, LLC | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| Arkadios Wealth Advisors | 0 | $0 | 0.00% | −26−100.0% | Sold out |
| Cardan Capital Partners, LLC | – | – | – | – | Not filed |
| MBL Wealth, LLC | – | – | – | – | Not filed |
| Mid Atlantic Financial Management Inc | – | – | – | – | Not filed |
| Wealth Advisory Solutions, LLC | – | – | – | – | Not filed |
| Wealth Quarterback LLC | – | – | – | – | Not filed |
| Heritage Wealth Management, LLC | – | – | – | – | Not filed |