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 |
|---|---|---|---|---|---|
| McAdam, LLC | 10,024 | $182.0K | 0.02% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 8,620 | $157.0K | 0.03% | +8,158+1,765.8% | Added |
| PDS Planning, Inc | 7,608 | $138.0K | 0.03% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 7,269 | $132.0K | 0.00% | +859+13.4% | Added |
| Caldwell Trust Co | 7,260 | $132.0K | 0.02% | +998+15.9% | Added |
| The PNC Financial Services Group, Inc. | 7,043 | $128.0K | 0.00% | +1,514+27.4% | Added |
| Harbour Investments, Inc. | 6,355 | $116.0K | 0.01% | −12,540−66.4% | Reduced |
| Boston Private Wealth LLC | 5,995 | $108.0K | 0.00% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 5,400 | $98.0K | 0.04% | 00.0% | Unchanged |
| Community Bank, N.A. | 4,495 | $82.0K | 0.01% | 00.0% | Unchanged |
| Citigroup Inc | 4,329 | $79.0K | 0.00% | +4,161+2,476.8% | Added |
| Birch Capital Management, LLC | 4,123 | $75.0K | 0.04% | +3,603+692.9% | Added |
| 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 |
| Stonebridge Capital Advisors LLC | 3,603 | $66.0K | 0.01% | 00.0% | Unchanged |
| Private Ocean, LLC | 3,417 | $62.0K | 0.01% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 3,354 | $61.0K | 0.03% | 00.0% | Unchanged |
| National Bank of Canada | 3,311 | $60.0K | 0.00% | +3,311 | New |
| High Net Worth Advisory Group LLC | 3,000 | $55.0K | 0.02% | +3,000 | New |
| Quent Capital, LLC | 2,743 | $50.0K | 0.01% | +2,743 | New |
| Prestige Wealth Management Group LLC | 2,570 | $47.0K | 0.01% | 00.0% | Unchanged |
| Strategic Asset Management, LLC | 2,136 | $39.0K | 0.05% | −1,651−43.6% | Reduced |
| Huntington National Bank | – | $38.0K | 0.00% | – | – |
| Spire Wealth Management | 2,028 | $37.0K | 0.00% | +1,028+102.8% | Added |
| Baystate Wealth Management LLC | 1,608 | $29.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Bedel Financial Consulting, Inc. | 1,182 | $21.0K | 0.01% | −198−14.3% | Reduced |
| WestEnd Advisors, LLC | 1,125 | $20.5K | 0.00% | – | – |
| Sound Income Strategies, LLC | 1,121 | $20.0K | 0.00% | +440+64.6% | Added |
| HBC Financial Services, PLLC | 1,023 | $18.0K | 0.01% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 957 | $17.0K | 0.00% | −44,102−97.9% | Reduced |
| CWM, LLC | 939 | $17.0K | 0.00% | +939 | New |
| Tower Research Capital LLC (TRC) | 836 | $15.0K | 0.00% | −1,508−64.3% | Reduced |
| Bessemer Group Inc | 786 | $14.0K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 759 | $14.0K | 0.00% | +759 | New |
| Markston International LLC | 725 | $13.0K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 670 | $12.0K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 525 | $10.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 439 | $8.00K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 383 | $7.00K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 339 | $6.00K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 175 | $3.18K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| McDonald Partners LLC | 89 | $1.62K | 0.00% | +89 | New |
| Absolute Capital Management, LLC | 89 | $1.62K | 0.00% | +89 | New |
| Glen Eagle Advisors, LLC | 67 | $1.22K | 0.00% | 00.0% | Unchanged |
| 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 |
| Eaton Vance Management | 19 | $0 | 0.00% | +19 | New |
| 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 |