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 |
|---|---|---|---|---|---|
| Rockefeller Capital Management L.P. | 134,875 | $2.45M | 0.01% | −1,552−1.1% | Reduced |
| Federation des caisses Desjardins du Quebec | 134,517 | $2.45M | 0.02% | −1,604−1.2% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 134,224 | $2.44M | 0.20% | +14,005+11.6% | Added |
| MML Investors Services, LLC | 134,129 | $2.44M | 0.02% | −185,770−58.1% | Reduced |
| Betterment LLC | 127,373 | $2.32M | 0.01% | −2,927−2.2% | Reduced |
| Jacobi Capital Management LLC | 124,874 | $2.27M | 0.27% | +4,106+3.4% | Added |
| Belpointe Asset Management LLC | 116,015 | $2.11M | 0.13% | −5,942−4.9% | Reduced |
| WFA of San Diego, LLC | 115,322 | $2.10M | 1.22% | +4,028+3.6% | Added |
| Forbes Financial Planning, Inc. | 116,159 | $2.09M | 2.06% | +116,159 | New |
| Baker Ellis Asset Management LLC | 114,500 | $2.08M | 0.37% | −2,200−1.9% | Reduced |
| Kraematon Investment Advisors, Inc | 107,408 | $1.95M | 1.75% | +107,408 | New |
| SFG Wealth Management, LLC. | 107,289 | $1.95M | 1.74% | +107,289 | New |
| Cambridge Associates LLC | 102,793 | $1.87M | 0.14% | 00.0% | Unchanged |
| Merriman Wealth Management, LLC | 102,380 | $1.86M | 0.14% | +220+0.2% | Added |
| Cabot Wealth Management Inc | 98,234 | $1.79M | 0.23% | +7,903+8.7% | Added |
| Franklin Resources Inc | 90,733 | $1.65M | 0.00% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 83,592 | $1.52M | 0.06% | −1,615−1.9% | Reduced |
| Windsor Group LTD | 83,009 | $1.50M | 0.27% | −40,625−32.9% | Reduced |
| Choate Investment Advisors | 75,464 | $1.37M | 0.08% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 72,849 | $1.32M | 0.30% | −6,294−8.0% | Reduced |
| Integrated Advisors Network LLC | 69,457 | $1.26M | 0.07% | +3,119+4.7% | Added |
| Adventist Health System Sunbelt Healthcare Corp | 68,700 | $1.25M | 0.05% | −13,166,100−99.5% | Reduced |
| Acorn Wealth Advisors, LLC | 68,145 | $1.24M | 0.79% | +5,912+9.5% | Added |
| Richard Bernstein Advisors LLC | 67,085 | $1.22M | 0.02% | +1,677+2.6% | Added |
| Evercore Wealth Management, LLC | 66,301 | $1.21M | 0.02% | +5,500+9.0% | Added |
| Walkner Condon Financial Advisors LLC | 65,603 | $1.19M | 0.78% | +65,603 | New |
| Wealthcare Capital Management LLC | 64,024 | $1.16M | 0.11% | +9,093+16.6% | Added |
| Sheets Smith Wealth Management | 63,903 | $1.16M | 0.14% | +63,903 | New |
| Kendall Capital Management | 62,721 | $1.14M | 0.54% | +11,049+21.4% | Added |
| Beacon Pointe Advisors, LLC | 60,697 | $1.10M | 0.03% | +2,650+4.6% | Added |
| Colonial River Wealth Management, LLC | 57,207 | $1.04M | 0.56% | +57,207 | New |
| Personal Wealth Partners | 54,977 | $999.0K | 0.41% | +54,977 | New |
| Tocqueville Asset Management L.P. | 54,530 | $991.0K | 0.01% | 00.0% | Unchanged |
| Carret Asset Management, LLC | 53,520 | $973.0K | 0.11% | +1,755+3.4% | Added |
| Whittier Trust Co of Nevada Inc | 51,000 | $927.0K | 0.03% | 00.0% | Unchanged |
| Gradient Capital Advisors, LLC | 50,791 | $923.0K | 0.38% | +1,261+2.5% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 49,733 | $904.0K | 0.00% | +1,587+3.3% | Added |
| Flagship Harbor Advisors, LLC | 48,241 | $877.0K | 0.08% | +4,192+9.5% | Added |
| Truist Financial Corp | 46,810 | $851.0K | 0.00% | −6,977−13.0% | Reduced |
| Diligent Investors, LLC | 44,778 | $814.0K | 0.23% | −4,652−9.4% | Reduced |
| Northern Trust Corp | 44,177 | $804.0K | 0.00% | +3,947+9.8% | Added |
| Latitude Advisors, LLC | 43,712 | $795.0K | 0.22% | +43,712 | New |
| Central Trust Co | 41,560 | $755.0K | 0.02% | −7,315−15.0% | Reduced |
| Cetera Investment Advisers | 41,150 | $748.0K | 0.01% | +605+1.5% | Added |
| BEAM Asset Management, LLC | 40,975 | $745.0K | 0.85% | −155−0.4% | Reduced |
| SeaCrest Wealth Management, LLC | 39,467 | $718.0K | 0.08% | −4,909−11.1% | Reduced |
| CIBC Private Wealth Group, LLC | 39,196 | $713.0K | 0.00% | −21,673−35.6% | Reduced |
| Petix & Botte Co | 37,298 | $678.0K | 0.43% | +37,298 | New |
| ARGI Investment Services, LLC | 34,780 | $632.0K | 0.02% | +20,439+142.5% | Added |
| Formidable Asset Management, LLC | 34,167 | $618.0K | 0.12% | −9,201−21.2% | Reduced |
| Weil Company, Inc. | 33,527 | $610.0K | 0.28% | −3,752−10.1% | Reduced |
| WBH Advisory Inc | 32,250 | $586.0K | 0.07% | −65,133−66.9% | Reduced |
| Sigma Planning Corp | 28,946 | $526.0K | 0.01% | −3,219−10.0% | Reduced |
| Pathway Financial Advisors LLC | 28,818 | $515.0K | 0.18% | +28,818 | New |
| Boenning & Scattergood, Inc. | 27,784 | $505.0K | 0.08% | −11,300−28.9% | Reduced |
| Kestra Private Wealth Services, LLC | 27,735 | $504.0K | 0.02% | +27,735 | New |
| Davidson Investment Advisors | 27,209 | $495.0K | 0.04% | +6,920+34.1% | Added |
| Wealth Management Solutions, LLC | 26,605 | $484.0K | 0.25% | +26,605 | New |
| Global Wealth Management Investment Advisory, Inc. | 26,010 | $473.0K | 0.14% | +4,723+22.2% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 25,580 | $465.0K | 0.02% | 00.0% | Unchanged |
| Astoria Portfolio Advisors LLC. | 24,449 | $444.0K | 0.35% | +24,449 | New |
| 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 |
| Barnett & Company, Inc. | 23,858 | $434.0K | 0.30% | −2,739−10.3% | Reduced |
| 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 |
| Goelzer Investment Management, Inc. | 22,301 | $405.0K | 0.03% | 00.0% | Unchanged |
| FirstPurpose Wealth LLC | 21,349 | $388.0K | 0.24% | +21,349 | New |
| Geneos Wealth Management Inc. | 20,711 | $376.0K | 0.01% | −228,599−91.7% | Reduced |
| Segment Wealth Management, LLC | 20,300 | $369.0K | 0.04% | 00.0% | Unchanged |
| New England Private Wealth Advisors LLC | 19,711 | $359.0K | 0.06% | 00.0% | Unchanged |
| Citadel Advisors LLC | 19,395 | $353.0K | 0.00% | −1,052,602−98.2% | Reduced |
| 55I, LLC | 19,086 | $347.0K | 0.01% | −1,122−5.6% | Reduced |
| IFP Advisors, Inc | 18,714 | $342.0K | 0.01% | +13,202+239.5% | Added |
| First Heartland Consultants, Inc. | 18,777 | $341.0K | 0.05% | +2,386+14.6% | Added |
| Independent Advisor Alliance | 17,746 | $323.0K | 0.02% | +17,746 | New |
| Kestra Advisory Services, LLC | 17,279 | $314.0K | 0.00% | +17,279 | New |
| Iron Financial, LLC | 15,791 | $287.0K | 0.13% | +914+6.1% | Added |
| Capital Analysts, LLC | 15,328 | $278.0K | 0.02% | +2,047+15.4% | Added |
| Dynamic Advisor Solutions LLC | 14,976 | $272.0K | 0.02% | +2,699+22.0% | Added |
| Park Avenue Securities LLC | 14,748 | $268.0K | 0.00% | −2,726−15.6% | Reduced |
| Merit Financial Group, LLC | 14,690 | $267.0K | 0.03% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 14,522 | $264.0K | 0.03% | −6,134−29.7% | Reduced |
| Colony Group LLC | 14,270 | $260.0K | 0.00% | −1,381−8.8% | Reduced |
| Lido Advisors, LLC | 13,910 | $252.0K | 0.00% | +2,473+21.6% | Added |
| Washington Trust Advisors, Inc. | 13,585 | $247.0K | 0.02% | +13,585 | New |
| Vigilant Capital Management, LLC | 13,540 | $246.0K | 0.02% | 00.0% | Unchanged |
| Rothschild Investment Corp | 13,050 | $237.0K | 0.02% | +13,050 | New |
| Van Eck Associates Corp | 12,886 | $234.0K | 0.00% | +104+0.8% | Added |
| Anchor Investment Management, LLC | 12,225 | $222.3K | 0.03% | 00.0% | Unchanged |
| USAdvisors Wealth Management, LLC | 12,075 | $220.0K | 0.09% | −950−7.3% | Reduced |
| 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 |
| MSH Capital Advisors LLC | 11,499 | $209.1K | 0.09% | +11,499 | New |
| Covington Capital Management | 11,490 | $209.0K | 0.01% | +240+2.1% | Added |
| 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 |
| Lake Street Advisors Group, LLC | 10,996 | $200.0K | 0.01% | +10,996 | New |
| Regentatlantic Capital LLC | 10,280 | $187.0K | 0.01% | +28+0.3% | Added |
| Michael B. Yongue | 10,239 | $186.0K | 0.12% | 00.0% | Unchanged |