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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; 925 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, Q1 2022

Institutional positions in World Gold Trust as of Mar 31, 2022. 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
240
−10 vs. Q4 2021
Shares held
64.8M
−4.38M (−6.3%) vs. Q4 2021Converted for a 1-for-2 split
Total value
$2.49B
−$52.7M (−2.1%) vs. Q4 2021
New holders
44
92 more added
Sold out
54
72 more reduced

8 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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.

Institutional holdersQ1 2022: 240 institutions
Q1 2021: 227 institutionsQ2 2021: 239 institutionsQ3 2021: 235 institutionsQ4 2021: 258 institutionsQ1 2022: 240 institutionsQ2 2022: 274 institutionsQ3 2022: 255 institutionsQ4 2022: 275 institutionsQ1 2023: 320 institutionsQ2 2023: 334 institutionsQ3 2023: 345 institutionsQ4 2023: 374 institutionsQ1 2024: 375 institutionsQ2 2024: 406 institutionsQ3 2024: 465 institutionsQ4 2024: 542 institutionsQ1 2025: 621 institutionsQ2 2025: 705 institutionsQ3 2025: 757 institutionsQ4 2025: 878 institutionsQ1 2026: 915 institutionsQ2 2026: 925 institutions
Value heldQ1 2022: $2.49B
Q1 2021: $2.69BQ2 2021: $2.80BQ3 2021: $2.75BQ4 2021: $2.84BQ1 2022: $2.49BQ2 2022: $3.09BQ3 2022: $2.88BQ4 2022: $3.19BQ1 2023: $3.82BQ2 2023: $4.12BQ3 2023: $3.52BQ4 2023: $3.83BQ1 2024: $4.28BQ2 2024: $4.20BQ3 2024: $5.94BQ4 2024: $5.84BQ1 2025: $8.05BQ2 2025: $9.15BQ3 2025: $11.7BQ4 2025: $13.9BQ1 2026: $15.1BQ2 2026: $14.3B
Institutions holding GLDM and their total value by quarter
QuarterHoldersValue
Q2 2026925$14.3B
Q1 2026915$15.1B
Q4 2025878$13.9B
Q3 2025757$11.7B
Q2 2025705$9.15B
Q1 2025621$8.05B
Q4 2024542$5.84B
Q3 2024465$5.94B
Q2 2024406$4.20B
Q1 2024375$4.28B
Q4 2023374$3.83B
Q3 2023345$3.52B
Q2 2023334$4.12B
Q1 2023320$3.82B
Q4 2022275$3.19B
Q3 2022255$2.88B
Q2 2022274$3.09B
Q1 2022240$2.49B
Q4 2021258$2.84B
Q3 2021235$2.75B
Q2 2021239$2.80B
Q1 2021227$2.69B

Institutions, Q1 2022

Shares, value and share of portfolio for each institution holding World Gold Trust; share changes are against Q4 2021.

Institutions holding GLDM in Q1 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Wealthsimple Inc.5,743,549$221.0M6.93%+5,743,549New
3EDGE Asset Management, LP5,527,489$212.6M15.83%+240,273+4.5%AddedConverted for a 1-for-2 split
Toroso Investments, LLC4,323,430$166.3M4.95%−218,489−4.8%ReducedConverted for a 1-for-2 split
RGT Wealth Advisors, LLC4,045,613$155.6M24.75%+61,745+1.5%AddedConverted for a 1-for-2 split
Evoke Wealth, LLC3,585,764$137.9M4.52%+141,896+4.1%AddedConverted for a 1-for-2 split
Morgan Stanley2,970,711$114.3M0.02%−15,914−0.5%ReducedConverted for a 1-for-2 split
State Street Corp2,818,487$108.4M0.01%+2,108,444+296.9%AddedConverted for a 1-for-2 split
Congress Wealth Management LLC1,830,490$70.4M1.54%+403,166+28.2%AddedConverted for a 1-for-2 split
Gradient Investments LLC1,724,482$66.3M1.70%+100,855+6.2%AddedConverted for a 1-for-2 split
Mirae Asset Global Investments Co., Ltd.1,562,766$60.1M0.13%−1,542,018−49.7%ReducedConverted for a 1-for-2 split
Bank of America Corp1,553,354$59.8M0.01%+31,735+2.1%AddedConverted for a 1-for-2 split
UBS Group AG1,246,172$47.9M0.02%−402,291−24.4%ReducedConverted for a 1-for-2 split
Bank of New York Mellon Corp1,244,099$47.9M0.01%−62,427−4.8%ReducedConverted for a 1-for-2 split
Charles Schwab Investment Management Inc1,109,951$42.7M0.01%−8,099−0.7%ReducedConverted for a 1-for-2 split
Royal Bank of Canada1,013,365$39.0M0.01%+307,641+43.6%AddedConverted for a 1-for-2 split
Strategic Financial Services, Inc,988,573$38.0M2.88%−42,064−4.1%ReducedConverted for a 1-for-2 split
Raymond James Financial Services Advisors, Inc.920,098$35.4M0.07%+662,722+257.5%AddedConverted for a 1-for-2 split
American Investment Services, Inc.867,051$33.4M7.32%00.0%UnchangedConverted for a 1-for-2 split
Hollow Brook Wealth Management LLC865,857$33.3M14.83%+46,529+5.7%AddedConverted for a 1-for-2 split
Cohen & Steers, Inc.846,213$32.6M0.05%+114,833+15.7%AddedConverted for a 1-for-2 split
Richard C. Young & CO., LTD.841,263$32.4M4.13%+22,833+2.8%AddedConverted for a 1-for-2 split
Ameriprise Financial Inc760,155$29.2M0.01%+181,226+31.3%AddedConverted for a 1-for-2 split
Capital Planning Advisors, LLC725,154$27.9M5.97%+28,815+4.1%AddedConverted for a 1-for-2 split
PFS Investments Inc.647,638$24.9M0.47%−109,510−14.5%ReducedConverted for a 1-for-2 split
Envestnet Asset Management Inc639,597$24.6M0.01%+17,078+2.7%AddedConverted for a 1-for-2 split
Burt Wealth Advisors601,955$23.2M6.95%+601,955New
Brandywine Oak Private Wealth LLC547,458$21.1M2.41%−83,730−13.3%ReducedConverted for a 1-for-2 split
Assetmark, Inc543,441$20.9M0.09%00.0%UnchangedConverted for a 1-for-2 split
Mercer Global Advisors Inc504,837$19.4M0.11%+226,825+81.6%AddedConverted for a 1-for-2 split
Timber Creek Capital Management LLC392,625$15.1M4.58%−7,268−1.8%ReducedConverted for a 1-for-2 split
Raymond James & Associates389,698$15.0M0.01%+176,025+82.4%AddedConverted for a 1-for-2 split
Sumitomo Mitsui DS Asset Management Company, Ltd350,210$13.5M0.29%+50,450+16.8%AddedConverted for a 1-for-2 split
Joseph Group Capital Management342,752$13.2M13.29%+342,712+846,201.2%AddedConverted for a 1-for-2 split
JNBA Financial Advisors340,537$13.1M1.74%+6,985+2.1%AddedConverted for a 1-for-2 split
Nottingham Advisors, Inc.326,375$12.6M1.49%+24,216+8.0%AddedConverted for a 1-for-2 split
Brookstone Capital Management303,715$11.8M0.23%+303,715New
Gould Asset Management LLC300,030$11.5M3.31%+145,705+94.4%AddedConverted for a 1-for-2 split
Stifel Financial Corp299,320$11.5M0.02%−53,281−15.1%ReducedConverted for a 1-for-2 split
Financial Enhancement Group LLC293,920$11.3M2.10%−263,577−47.3%ReducedConverted for a 1-for-2 split
Peak Financial Advisors LLC293,889$11.3M9.69%+293,889New
January Capital Advisors LLC311,941$11.2M9.93%+73,540+30.8%AddedConverted for a 1-for-2 split
AE Wealth Management LLC284,841$11.0M0.08%+202,572+246.2%AddedConverted for a 1-for-2 split
Financial Strategies Group, Inc.277,988$10.7M4.26%+9,060+3.4%AddedConverted for a 1-for-2 split
Baird Financial Group, Inc.273,924$10.5M0.03%+53,908+24.5%AddedConverted for a 1-for-2 split
Deutsche Bank AG273,250$10.5M0.00%00.0%UnchangedConverted for a 1-for-2 split
Coco Enterprises, LLC271,589$10.5M8.23%+271,589New
SEI Investments Co271,268$10.4M0.02%+18,607+7.4%AddedConverted for a 1-for-2 split
Beaumont Financial Partners, LLC268,457$10.3M0.79%+268,457New
Laurel Wealth Advisors, Inc.259,863$10.0M0.83%+78,101+43.0%AddedConverted for a 1-for-2 split
MBL Wealth, LLC258,033$9.93M2.42%+258,033New
Cambridge Investment Research Advisors, Inc.229,519$8.83M0.04%+40,444+21.4%AddedConverted for a 1-for-2 split
Stansberry Asset Management, LLC218,565$8.41M1.49%−76,515−25.9%ReducedConverted for a 1-for-2 split
Warren Street Wealth Advisors, LLC196,993$7.58M6.62%−1,932−1.0%ReducedConverted for a 1-for-2 split
SNS Financial Group, LLC187,158$7.20M0.83%+187,158New
Compass Ion Advisors, LLC182,789$7.03M2.18%+14,860+8.8%AddedConverted for a 1-for-2 split
Versant Capital Management, Inc172,551$6.64M2.12%−1,097−0.6%ReducedConverted for a 1-for-2 split
Wells Fargo & Company172,265$6.63M0.00%+22,725+15.2%AddedConverted for a 1-for-2 split
Synovus Financial Corp162,758$6.27M0.07%+4,503+2.8%AddedConverted for a 1-for-2 split
CoreCap Advisors, LLC160,675$6.18M0.43%+23,467+17.1%AddedConverted for a 1-for-2 split
Retirement Income Solutions, Inc155,542$5.98M1.65%−3,682−2.3%ReducedConverted for a 1-for-2 split
Horizon Financial Services, LLC146,258$5.63M3.59%+16,792+13.0%AddedConverted for a 1-for-2 split
Windsor Group LTD185,887$5.47M1.01%+144,383+347.9%AddedConverted for a 1-for-2 split
Glenview Trust Co139,500$5.37M0.17%00.0%UnchangedConverted for a 1-for-2 split
Wealth Advisory Solutions, LLC138,894$5.34M1.11%+138,894New
E Fund Management Co., Ltd.128,809$4.96M0.16%−8,342−6.1%ReducedConverted for a 1-for-2 split
Advisor Group Holdings, Inc.127,908$4.92M0.01%−106,861−45.5%ReducedConverted for a 1-for-2 split
Harbor Investment Advisory, LLC124,138$4.78M0.63%+33,318+36.7%AddedConverted for a 1-for-2 split
Hudson Capital Management LLC122,845$4.73M1.87%+4,462+3.8%AddedConverted for a 1-for-2 split
EisnerAmper Wealth Management Corporate Benefits, LLC117,852$4.53M2.18%+14,435+14.0%AddedConverted for a 1-for-2 split
Baker Tilly Wealth Management, LLC117,068$4.50M0.50%+35,931+44.3%AddedConverted for a 1-for-2 split
Avantax Advisory Services, Inc.114,021$4.40M0.06%−1,002−0.9%ReducedConverted for a 1-for-2 split
Commonwealth Equity Services, LLC108,714$4.18M0.01%+34,955+47.4%AddedConverted for a 1-for-2 split
Ci Investments Inc.107,534$4.14M0.02%00.0%UnchangedConverted for a 1-for-2 split
Financial Guidance Group, Inc.104,967$4.04M2.78%+104,967New
Beacon Pointe Advisors, LLC104,045$4.00M0.05%+73,697+242.8%AddedConverted for a 1-for-2 split
Advanced Research Investment Solutions, LLC102,873$3.96M1.65%−76,913−42.8%ReducedConverted for a 1-for-2 split
Scotia Capital Inc.102,209$3.93M0.03%−2,060−2.0%ReducedConverted for a 1-for-2 split
Accretive Wealth Partners, LLC102,042$3.93M2.46%+7,300+7.7%AddedConverted for a 1-for-2 split
Pecaut & Co.99,099$3.81M1.86%+14,134+16.6%AddedConverted for a 1-for-2 split
Abbrea Capital, LLC98,828$3.80M0.53%−722−0.7%ReducedConverted for a 1-for-2 split
Evanson Asset Management, LLC96,927$3.73M0.36%+16,885+21.1%AddedConverted for a 1-for-2 split
Copperwynd Financial, LLC87,655$3.37M1.40%+87,655New
Acute Investment Advisory, LLC84,970$3.27M2.44%+84,970New
Upper Left Wealth Management, LLC83,757$3.20M3.32%−675−0.8%ReducedConverted for a 1-for-2 split
Mariner, LLC82,971$3.19M0.01%−2,634−3.1%ReducedConverted for a 1-for-2 split
PFG Private Wealth Management, LLC82,101$3.16M1.62%+82,101New
BKD Wealth Advisors, LLC80,242$3.09M0.13%−3,917−4.7%ReducedConverted for a 1-for-2 split
Purus Wealth Management, LLC78,982$3.04M2.10%00.0%UnchangedConverted for a 1-for-2 split
Simplicity Wealth,LLC72,814$2.80M2.72%−37,766−34.2%ReducedConverted for a 1-for-2 split
Nelson, Van Denburg & Campbell Wealth Management Group, LLC70,100$2.70M0.23%+2,988+4.5%AddedConverted for a 1-for-2 split
MML Investors Services, LLC69,319$2.67M0.02%+2,255+3.4%AddedConverted for a 1-for-2 split
Mission Creek Capital Partners, Inc.69,305$2.67M0.71%−1,205−1.7%ReducedConverted for a 1-for-2 split
Evercore Wealth Management, LLC69,094$2.66M0.05%+35,944+108.4%AddedConverted for a 1-for-2 split
Marble Harbor Investment Counsel, LLC68,925$2.65M0.33%+350+0.5%AddedConverted for a 1-for-2 split
JPMorgan Chase & Co67,709$2.60M0.00%+67,231+14,050.3%AddedConverted for a 1-for-2 split
Merriman Wealth Management, LLC66,080$2.54M0.21%+14,890+29.1%AddedConverted for a 1-for-2 split
Cabot Wealth Management Inc65,062$2.50M0.34%+15,945+32.5%AddedConverted for a 1-for-2 split
Rockefeller Capital Management L.P.63,627$2.45M0.01%−3,811−5.7%ReducedConverted for a 1-for-2 split
Ssi Investment Management LLC63,284$2.44M0.13%+63,284New
Baker Ellis Asset Management LLC62,100$2.39M0.43%+4,850+8.5%AddedConverted for a 1-for-2 split