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, 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
- 66.4M
- −73.4M (−52.5%) vs. Q4 2021
- Total value
- $2.55B
- −$18.4M (−0.7%) vs. Q4 2021
- New holders
- 44
- 14 more added
- Sold out
- 54
- 179 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 922 | $14.3B |
| Q1 2026 | 913 | $15.1B |
| Q4 2025 | 878 | $13.9B |
| Q3 2025 | 754 | $11.8B |
| Q2 2025 | 702 | $9.26B |
| Q1 2025 | 618 | $8.05B |
| Q4 2024 | 541 | $5.85B |
| Q3 2024 | 465 | $5.95B |
| Q2 2024 | 406 | $4.21B |
| Q1 2024 | 375 | $4.84B |
| Q4 2023 | 374 | $4.09B |
| Q3 2023 | 345 | $3.52B |
| Q2 2023 | 334 | $4.12B |
| Q1 2023 | 319 | $3.95B |
| Q4 2022 | 275 | $3.67B |
| Q3 2022 | 255 | $2.88B |
| Q2 2022 | 274 | $3.11B |
| Q1 2022 | 240 | $2.55B |
| Q4 2021 | 258 | $2.86B |
| Q3 2021 | 235 | $2.75B |
| Q2 2021 | 239 | $2.81B |
| Q1 2021 | 227 | $2.69B |
Institutions, Q1 2022
Shares, value and share of portfolio for each institution holding World Gold Trust; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wealthsimple Inc. | 5,743,549 | $221.0M | 6.93% | +5,743,549 | New |
| 3EDGE Asset Management, LP | 5,527,489 | $212.6M | 15.83% | −5,046,944−47.7% | Reduced |
| Toroso Investments, LLC | 4,323,430 | $166.3M | 4.95% | −4,760,408−52.4% | Reduced |
| RGT Wealth Advisors, LLC | 4,045,613 | $155.6M | 24.75% | −3,922,123−49.2% | Reduced |
| Evoke Wealth, LLC | 3,585,764 | $137.9M | 4.52% | −3,301,972−47.9% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 3,125,532 | $120.2M | 0.13% | −3,084,036−49.7% | Reduced |
| Morgan Stanley | 2,970,711 | $114.3M | 0.02% | −3,002,539−50.3% | Reduced |
| State Street Corp | 2,818,487 | $108.4M | 0.01% | +1,398,400+98.5% | Added |
| Congress Wealth Management LLC | 1,830,490 | $70.4M | 1.54% | −1,024,159−35.9% | Reduced |
| Gradient Investments LLC | 1,724,482 | $66.3M | 1.70% | −1,522,772−46.9% | Reduced |
| Bank of America Corp | 1,553,354 | $59.8M | 0.01% | −1,489,884−49.0% | Reduced |
| UBS Group AG | 1,246,172 | $47.9M | 0.02% | −2,050,754−62.2% | Reduced |
| Bank of New York Mellon Corp | 1,244,099 | $47.9M | 0.01% | −1,368,953−52.4% | Reduced |
| Charles Schwab Investment Management Inc | 1,109,951 | $42.7M | 0.01% | −1,126,149−50.4% | Reduced |
| Royal Bank of Canada | 1,013,365 | $39.0M | 0.01% | −398,084−28.2% | Reduced |
| Strategic Financial Services, Inc, | 988,573 | $38.0M | 2.88% | −1,072,701−52.0% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 920,098 | $35.4M | 0.07% | +405,346+78.7% | Added |
| American Investment Services, Inc. | 867,051 | $33.4M | 7.32% | −868,671−50.0% | Reduced |
| Hollow Brook Wealth Management LLC | 865,857 | $33.3M | 14.83% | −772,799−47.2% | Reduced |
| Cohen & Steers, Inc. | 846,213 | $32.6M | 0.05% | −616,547−42.1% | Reduced |
| Richard C. Young & CO., LTD. | 841,263 | $32.4M | 4.13% | −795,597−48.6% | Reduced |
| Ameriprise Financial Inc | 760,155 | $29.2M | 0.01% | −397,703−34.3% | Reduced |
| Capital Planning Advisors, LLC | 725,154 | $27.9M | 5.97% | −667,525−47.9% | Reduced |
| PFS Investments Inc. | 647,638 | $24.9M | 0.47% | −866,657−57.2% | Reduced |
| Envestnet Asset Management Inc | 639,597 | $24.6M | 0.01% | −605,441−48.6% | Reduced |
| Burt Wealth Advisors | 601,955 | $23.2M | 6.95% | +601,955 | New |
| Brandywine Oak Private Wealth LLC | 547,458 | $21.1M | 2.41% | −714,917−56.6% | Reduced |
| Assetmark, Inc | 543,441 | $20.9M | 0.09% | −542,316−49.9% | Reduced |
| Mercer Global Advisors Inc | 504,837 | $19.4M | 0.11% | −51,188−9.2% | Reduced |
| Timber Creek Capital Management LLC | 392,625 | $15.1M | 4.58% | −407,161−50.9% | Reduced |
| Raymond James & Associates | 389,698 | $15.0M | 0.01% | −37,649−8.8% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 350,210 | $13.5M | 0.29% | −249,310−41.6% | Reduced |
| Joseph Group Capital Management | 342,752 | $13.2M | 13.29% | +342,671+423,050.6% | Added |
| JNBA Financial Advisors | 340,537 | $13.1M | 1.74% | −326,568−49.0% | Reduced |
| Nottingham Advisors, Inc. | 326,375 | $12.6M | 1.49% | −277,943−46.0% | Reduced |
| Brookstone Capital Management | 303,715 | $11.8M | 0.23% | +303,715 | New |
| Gould Asset Management LLC | 300,030 | $11.5M | 3.31% | −8,621−2.8% | Reduced |
| Stifel Financial Corp | 299,320 | $11.5M | 0.02% | −405,881−57.6% | Reduced |
| Financial Enhancement Group LLC | 293,920 | $11.3M | 2.10% | −821,074−73.6% | Reduced |
| Peak Financial Advisors LLC | 293,889 | $11.3M | 9.69% | +293,889 | New |
| January Capital Advisors LLC | 311,941 | $11.2M | 9.93% | −164,861−34.6% | Reduced |
| AE Wealth Management LLC | 284,841 | $11.0M | 0.08% | +120,303+73.1% | Added |
| Financial Strategies Group, Inc. | 277,988 | $10.7M | 4.26% | −259,869−48.3% | Reduced |
| Baird Financial Group, Inc. | 273,924 | $10.5M | 0.03% | −166,108−37.7% | Reduced |
| Deutsche Bank AG | 273,250 | $10.5M | 0.00% | −273,250−50.0% | Reduced |
| Coco Enterprises, LLC | 271,589 | $10.5M | 7.87% | +271,589 | New |
| SEI Investments Co | 271,268 | $10.4M | 0.02% | −234,054−46.3% | Reduced |
| Beaumont Financial Partners, LLC | 268,457 | $10.3M | 0.79% | +268,457 | New |
| Laurel Wealth Advisors, Inc. | 259,863 | $10.0M | 0.83% | −103,661−28.5% | Reduced |
| MBL Wealth, LLC | 258,033 | $9.93M | 2.42% | +258,033 | New |
| Cambridge Investment Research Advisors, Inc. | 229,519 | $8.83M | 0.04% | −148,632−39.3% | Reduced |
| Stansberry Asset Management, LLC | 218,565 | $8.41M | 1.49% | −371,595−63.0% | Reduced |
| Warren Street Wealth Advisors, LLC | 196,993 | $7.58M | 6.62% | −200,857−50.5% | Reduced |
| SNS Financial Group, LLC | 187,158 | $7.20M | 0.83% | +187,158 | New |
| Compass Ion Advisors, LLC | 182,789 | $7.03M | 2.18% | −153,069−45.6% | Reduced |
| Versant Capital Management, Inc | 172,551 | $6.64M | 2.12% | −174,745−50.3% | Reduced |
| Wells Fargo & Company | 172,265 | $6.63M | 0.00% | −126,816−42.4% | Reduced |
| Synovus Financial Corp | 162,758 | $6.27M | 0.07% | −153,752−48.6% | Reduced |
| CoreCap Advisors, LLC | 160,675 | $6.18M | 0.43% | −113,741−41.4% | Reduced |
| Retirement Income Solutions, Inc | 155,542 | $5.98M | 1.65% | −162,905−51.2% | Reduced |
| Horizon Financial Services, LLC | 146,258 | $5.63M | 3.59% | −112,675−43.5% | Reduced |
| Windsor Group LTD | 185,887 | $5.47M | 1.01% | +102,878+123.9% | Added |
| Glenview Trust Co | 139,500 | $5.37M | 0.17% | −139,500−50.0% | Reduced |
| Wealth Advisory Solutions, LLC | 138,894 | $5.34M | 1.11% | +138,894 | New |
| E Fund Management Co., Ltd. | 128,809 | $4.96M | 0.16% | −145,492−53.0% | Reduced |
| Advisor Group Holdings, Inc. | 127,908 | $4.92M | 0.01% | −341,629−72.8% | Reduced |
| Harbor Investment Advisory, LLC | 124,138 | $4.78M | 0.63% | −57,503−31.7% | Reduced |
| Hudson Capital Management LLC | 122,845 | $4.73M | 1.87% | −113,921−48.1% | Reduced |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 117,852 | $4.53M | 2.18% | −88,982−43.0% | Reduced |
| Baker Tilly Wealth Management, LLC | 117,068 | $4.50M | 0.50% | −45,206−27.9% | Reduced |
| Avantax Advisory Services, Inc. | 114,021 | $4.40M | 0.06% | −116,025−50.4% | Reduced |
| Commonwealth Equity Services, LLC | 108,714 | $4.18M | 0.01% | −38,804−26.3% | Reduced |
| Ci Investments Inc. | 107,534 | $4.14M | 0.02% | −107,535−50.0% | Reduced |
| Financial Guidance Group, Inc. | 104,967 | $4.04M | 2.78% | +104,967 | New |
| Beacon Pointe Advisors, LLC | 104,045 | $4.00M | 0.05% | +43,348+71.4% | Added |
| Advanced Research Investment Solutions, LLC | 102,873 | $3.96M | 1.65% | −256,699−71.4% | Reduced |
| Scotia Capital Inc. | 102,209 | $3.93M | 0.03% | −106,329−51.0% | Reduced |
| Accretive Wealth Partners, LLC | 102,042 | $3.93M | 2.46% | −87,442−46.1% | Reduced |
| Pecaut & Co. | 99,099 | $3.81M | 1.86% | −70,832−41.7% | Reduced |
| Abbrea Capital, LLC | 98,828 | $3.80M | 0.53% | −100,271−50.4% | Reduced |
| Evanson Asset Management, LLC | 96,927 | $3.73M | 0.36% | −63,158−39.5% | Reduced |
| Copperwynd Financial, LLC | 87,655 | $3.37M | 1.40% | +87,655 | New |
| Acute Investment Advisory, LLC | 84,970 | $3.27M | 2.44% | +84,970 | New |
| Upper Left Wealth Management, LLC | 83,757 | $3.20M | 3.32% | −85,106−50.4% | Reduced |
| Mariner, LLC | 82,971 | $3.19M | 0.01% | −88,238−51.5% | Reduced |
| PFG Private Wealth Management, LLC | 82,101 | $3.16M | 1.62% | +82,101 | New |
| BKD Wealth Advisors, LLC | 80,242 | $3.09M | 0.13% | −88,075−52.3% | Reduced |
| Purus Wealth Management, LLC | 78,982 | $3.04M | 2.10% | −79,086−50.0% | Reduced |
| Simplicity Wealth,LLC | 72,814 | $2.80M | 2.72% | −148,345−67.1% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 70,100 | $2.70M | 0.23% | −64,124−47.8% | Reduced |
| MML Investors Services, LLC | 69,319 | $2.67M | 0.02% | −64,810−48.3% | Reduced |
| Mission Creek Capital Partners, Inc. | 69,305 | $2.67M | 0.71% | −71,714−50.9% | Reduced |
| Evercore Wealth Management, LLC | 69,094 | $2.66M | 0.05% | +2,793+4.2% | Added |
| Marble Harbor Investment Counsel, LLC | 68,925 | $2.65M | 0.33% | −68,225−49.7% | Reduced |
| JPMorgan Chase & Co | 67,709 | $2.60M | 0.00% | +66,752+6,975.1% | Added |
| Merriman Wealth Management, LLC | 66,080 | $2.54M | 0.21% | −36,300−35.5% | Reduced |
| Cabot Wealth Management Inc | 65,062 | $2.50M | 0.34% | −33,172−33.8% | Reduced |
| Rockefeller Capital Management L.P. | 63,627 | $2.45M | 0.01% | −71,248−52.8% | Reduced |
| Ssi Investment Management LLC | 63,284 | $2.44M | 0.13% | +63,284 | New |
| Baker Ellis Asset Management LLC | 62,100 | $2.39M | 0.43% | −52,400−45.8% | Reduced |