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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; 922 institutions reported holding it in 13F filings for Q2 2026, worth $14.3B in total; Semper Augustus is the only superinvestor holding it.

Q1 2022 vs. Q4 2021

How the institutions holding World Gold Trust changed between Q4 2021 and Q1 2022.

All holders in Q1 2022All holders in Q4 2021

13F holders of GLDM: Q4 2021 compared with Q1 2022
MeasureQ4 2021Of which not filed for Q1 2022Q1 2022Change
Holders2588240−10
SharesConverted for a 1-for-2 split77.2M8.05M64.8M−4.38M (−6.3%)
Value$2.84B$298.9M$2.49B−$52.7M (−2.1%)

8 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so the changes leave them out.

New holders (44)

Institutions that held World Gold Trust at the end of Q1 2022 but not at the end of Q4 2021.

Institutions new to GLDM in Q1 2022
InstitutionSharesValue% of portfolio
Wealthsimple Inc.5,743,549$221.0M6.93%
Burt Wealth Advisors601,955$23.2M6.95%
Brookstone Capital Management303,715$11.8M0.23%
Peak Financial Advisors LLC293,889$11.3M9.69%
Coco Enterprises, LLC271,589$10.5M8.23%
Beaumont Financial Partners, LLC268,457$10.3M0.79%
MBL Wealth, LLC258,033$9.93M2.42%
SNS Financial Group, LLC187,158$7.20M0.83%
Wealth Advisory Solutions, LLC138,894$5.34M1.11%
Financial Guidance Group, Inc.104,967$4.04M2.78%
Copperwynd Financial, LLC87,655$3.37M1.40%
Acute Investment Advisory, LLC84,970$3.27M2.44%
PFG Private Wealth Management, LLC82,101$3.16M1.62%
Ssi Investment Management LLC63,284$2.44M0.13%
AlphaStar Capital Management, LLC56,670$2.18M0.18%
Derbend Asset Management114,332$2.08M2.03%
Wealthsource Partners, LLC49,844$1.92M0.13%
Creative Planning45,487$1.75M0.00%
Procyon Private Wealth Partners, LLC40,712$1.57M0.33%
Orion Portfolio Solutions, LLC35,917$1.38M0.05%
Lloyd Advisory Services, LLC.35,457$1.36M0.64%
Mather Group, LLC.26,746$1.03M0.02%
Millennium Management LLC25,626$986.0K0.00%
Columbus Macro, LLC20,333$782.0K0.27%
Sargent Investment Group, LLC17,160$660.0K0.17%
Robinson Value Management, Ltd.15,226$586.0K0.45%
Western Wealth Management, LLC14,984$576.0K0.03%
Klingman & Associates, LLC14,381$553.0K0.05%
Buckingham Strategic Partners14,084$542.0K0.05%
Veritable, L.P.10,750$414.0K0.01%
Lansing Street Advisors8,723$337.0K0.21%
World Equity Group, Inc.6,339$243.9K0.05%
Cetera Advisor Networks LLC5,630$217.0K0.00%
Edge Capital Group, LLC5,557$214.0K0.01%
Provident Wealth Management, LLC5,517$212.0K0.13%
Prospera Financial Services Inc3,341$129.0K0.01%
Global Retirement Partners, LLC729$27.0K0.00%
Beaird Harris Wealth Management, LLC710$27.0K0.01%
Heritage Wealth Management, LLC381$15.0K0.00%
Financial Perspectives, Inc199$7.66K0.00%
First Manhattan Co160$6.00K0.00%
Power Corp of Canada145$6.00K0.00%
Howe & Rusling Inc50$2.00K0.00%
Dravo Bay LLC44$1.69K0.00%

Sold out (54)

Institutions that held World Gold Trust at the end of Q4 2021 and filed for Q1 2022 without it.

Institutions that sold out of GLDM in Q1 2022
InstitutionShares, Q4 2021Value, Q4 2021
Sumitomo Mitsui Trust Holdings, Inc.17,800,000$323.6M
Jane Street Group, LLC2,932,454$53.3M
Money Design Co.,Ltd.1,427,446$51.6M
Advisory Alpha, LLC2,581,947$46.9M
LPL Financial LLC1,273,659$23.2M
TownSquare Capital, LLC1,164,982$21.2M
Wealthcare Advisory Partners LLC933,723$17.0M
SG Americas Securities, LLC663,195$12.1M
Private Advisor Group, LLC546,530$9.94M
Greenline Partners, LLC506,704$9.21M
Clark Capital Management Group, Inc.459,057$8.35M
Stratos Wealth Partners, LTD.356,677$6.48M
Flynn Zito Capital Management, LLC274,845$5.00M
Inspirion Wealth Advisors, LLC189,499$3.44M
Jacobi Capital Management LLC124,874$2.27M
Forbes Financial Planning, Inc.116,159$2.09M
Kraematon Investment Advisors, Inc107,408$1.95M
SFG Wealth Management, LLC.107,289$1.95M
Cambridge Associates LLC102,793$1.87M
Choate Investment Advisors75,464$1.37M
Adventist Health System Sunbelt Healthcare Corp68,700$1.25M
Acorn Wealth Advisors, LLC68,145$1.24M
Wealthcare Capital Management LLC64,024$1.16M
Sheets Smith Wealth Management63,903$1.16M
Personal Wealth Partners54,977$999.0K
Flagship Harbor Advisors, LLC48,241$877.0K
Central Trust Co41,560$755.0K
Petix & Botte Co37,298$678.0K
Sigma Planning Corp28,946$526.0K
Kestra Private Wealth Services, LLC27,735$504.0K
Astoria Portfolio Advisors LLC.24,449$444.0K
Integrated Wealth Concepts LLC23,388$425.0K
Goelzer Investment Management, Inc.22,301$405.0K
55I, LLC19,086$347.0K
First Heartland Consultants, Inc.18,777$341.0K
Van Eck Associates Corp12,886$234.0K
Washington Trust Co11,967$218.0K
Lake Street Advisors Group, LLC10,996$200.0K
Regentatlantic Capital LLC10,280$187.0K
McAdam, LLC10,024$182.0K
Boston Private Wealth LLC5,995$108.0K
Prestige Wealth Management Group LLC2,570$47.0K
Spire Wealth Management2,028$37.0K
Bedel Financial Consulting, Inc.1,182$21.0K
GPS Wealth Strategies Group, LLC670$12.0K
Pinnacle Bancorp, Inc.439$8.00K
Sandy Spring Bank165$3.00K
Leelyn Smith, LLC181$3.00K
Comprehensive Financial Consultants Institutional, Inc.84$3.00K
McDonald Partners LLC89$1.62K
Absolute Capital Management, LLC89$1.62K
Fifth Third Bancorp31$1.00K
Covestor Ltd47$1.00K
Eaton Vance Management19$0

Not filed for Q1 2022 yet (8)

Institutions that held World Gold Trust at the end of Q4 2021 and haven't filed a 13F for Q1 2022. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding GLDM in Q4 2021 that haven't filed for Q1 2022
InstitutionShares, Q4 2021Value, Q4 2021
Cassaday & Co Inc.15,135,075$275.2M
Evernest Financial Advisors, LLC274,019$11.0M
Quest Capital Management Inc550,182$10.0M
Altavista Wealth Management, Inc.136,978$2.49M
Harbour Investments, Inc.6,355$116.0K
NEXT Financial Group, Inc4,097$74.0K
Markston International LLC725$13.0K
Carroll Financial Associates, Inc.120$2.00K