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
- 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.
| 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, 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 |
|---|---|---|---|---|---|
| BerganKDV Wealth Management, LLC | 22 | $1.00K | 0.00% | −358−94.2% | ReducedConverted for a 1-for-2 split |
| Allworth Financial LP | 22 | $1.00K | 0.00% | −1−2.2% | ReducedConverted for a 1-for-2 split |
| Glen Eagle Advisors, LLC | 33 | $1.27K | 0.00% | −1−1.5% | ReducedConverted for a 1-for-2 split |
| Dravo Bay LLC | 44 | $1.69K | 0.00% | +44 | New |
| Howe & Rusling Inc | 50 | $2.00K | 0.00% | +50 | New |
| Citigroup Inc | 83 | $3.00K | 0.00% | −2,082−96.2% | ReducedConverted for a 1-for-2 split |
| Newbridge Financial Services Group, Inc. | 86 | $3.00K | 0.00% | −1−0.6% | ReducedConverted for a 1-for-2 split |
| Pacifica Partners Inc. | 77 | $3.00K | 0.00% | +27+52.5% | AddedConverted for a 1-for-2 split |
| Signaturefd, LLC | 99 | $4.00K | 0.00% | +36+57.1% | AddedConverted for a 1-for-2 split |
| American Portfolios Advisors | 116 | $4.46K | 0.00% | +29+32.6% | AddedConverted for a 1-for-2 split |
| Patriot Financial Group Insurance Agency, LLC | 125 | $5.00K | 0.00% | −5,400−97.7% | ReducedConverted for a 1-for-2 split |
| Tower Research Capital LLC (TRC) | 127 | $5.00K | 0.00% | −291−69.6% | ReducedConverted for a 1-for-2 split |
| First Manhattan Co | 160 | $6.00K | 0.00% | +160 | New |
| Power Corp of Canada | 145 | $6.00K | 0.00% | +145 | New |
| Accel Wealth Management | 191 | $7.00K | 0.00% | 00.0% | UnchangedConverted for a 1-for-2 split |
| Retirement Group, LLC | 169 | $7.00K | 0.00% | 00.0% | UnchangedConverted for a 1-for-2 split |
| Financial Perspectives, Inc | 199 | $7.66K | 0.00% | +199 | New |
| Sargent Bickham Lagudis LLC | 266 | $10.0K | 0.00% | +4+1.3% | AddedConverted for a 1-for-2 split |
| Sound Income Strategies, LLC | 340 | $13.0K | 0.00% | −221−39.3% | ReducedConverted for a 1-for-2 split |
| Bessemer Group Inc | 393 | $15.0K | 0.00% | 00.0% | UnchangedConverted for a 1-for-2 split |
| Heritage Wealth Management, LLC | 381 | $15.0K | 0.00% | +381 | New |
| CWM, LLC | 426 | $16.0K | 0.00% | −44−9.3% | ReducedConverted for a 1-for-2 split |
| HBC Financial Services, PLLC | 511 | $19.0K | 0.01% | 00.0% | UnchangedConverted for a 1-for-2 split |
| AdvisorNet Financial, Inc | 577 | $22.0K | 0.00% | −165−22.2% | ReducedConverted for a 1-for-2 split |
| Global Retirement Partners, LLC | 729 | $27.0K | 0.00% | +729 | New |
| Beaird Harris Wealth Management, LLC | 710 | $27.0K | 0.01% | +710 | New |
| Tradewinds Capital Management, LLC | 732 | $28.0K | 0.00% | 00.0% | UnchangedConverted for a 1-for-2 split |
| Baystate Wealth Management LLC | 804 | $31.0K | 0.00% | 00.0% | UnchangedConverted for a 1-for-2 split |
| Financial Management Professionals, Inc. | 957 | $37.0K | 0.01% | −272,867−99.7% | ReducedConverted for a 1-for-2 split |
| Strategic Asset Management, LLC | 1,068 | $41.0K | 0.06% | 00.0% | UnchangedConverted for a 1-for-2 split |
| Huntington National Bank | – | $41.0K | 0.00% | – | – |
| Geneos Wealth Management Inc. | 1,312 | $50.0K | 0.00% | −9,044−87.3% | ReducedConverted for a 1-for-2 split |
| WestEnd Advisors, LLC | – | $51.6K | 0.00% | – | – |
| High Net Worth Advisory Group LLC | 1,500 | $58.0K | 0.02% | 00.0% | UnchangedConverted for a 1-for-2 split |
| Carmichael Hill & Associates, Inc. | 1,677 | $65.0K | 0.03% | 00.0% | UnchangedConverted for a 1-for-2 split |
| Private Ocean, LLC | 1,708 | $66.0K | 0.01% | 00.0% | UnchangedConverted for a 1-for-2 split |
| Stonebridge Capital Advisors LLC | 1,873 | $72.0K | 0.01% | +72+4.0% | AddedConverted for a 1-for-2 split |
| Birch Capital Management, LLC | 2,061 | $79.0K | 0.05% | 00.0% | UnchangedConverted for a 1-for-2 split |
| National Bank of Canada | 2,048 | $79.0K | 0.00% | +393+23.7% | AddedConverted for a 1-for-2 split |
| Community Bank, N.A. | 2,129 | $82.0K | 0.01% | −119−5.3% | ReducedConverted for a 1-for-2 split |
| Larson Financial Group LLC | 2,391 | $92.0K | 0.01% | +351+17.2% | AddedConverted for a 1-for-2 split |
| Professional Financial Advisors, LLC | 3,289 | $127.0K | 0.05% | +589+21.8% | AddedConverted for a 1-for-2 split |
| Prospera Financial Services Inc | 3,341 | $129.0K | 0.01% | +3,341 | New |
| PDS Planning, Inc | 3,801 | $146.0K | 0.03% | 00.0% | UnchangedConverted for a 1-for-2 split |
| Northwestern Mutual Wealth Management Co | 3,826 | $147.0K | 0.00% | +192+5.3% | AddedConverted for a 1-for-2 split |
| Vigilant Capital Management, LLC | 4,532 | $174.0K | 0.01% | −2,238−33.1% | ReducedConverted for a 1-for-2 split |
| Federation des caisses Desjardins du Quebec | 4,627 | $178.0K | 0.00% | −62,632−93.1% | ReducedConverted for a 1-for-2 split |
| Carolinas Wealth Consulting LLC | 4,942 | $190.0K | 0.04% | +632+14.7% | AddedConverted for a 1-for-2 split |
| MSH Capital Advisors LLC | 5,431 | $208.9K | 0.09% | −319−5.5% | ReducedConverted for a 1-for-2 split |
| Michael B. Yongue | 5,519 | $212.0K | 0.15% | +400+7.8% | AddedConverted for a 1-for-2 split |
| Provident Wealth Management, LLC | 5,517 | $212.0K | 0.13% | +5,517 | New |
| Edge Capital Group, LLC | 5,557 | $214.0K | 0.01% | +5,557 | New |
| Cetera Advisor Networks LLC | 5,630 | $217.0K | 0.00% | +5,630 | New |
| Covington Capital Management | 5,745 | $221.0K | 0.01% | 00.0% | UnchangedConverted for a 1-for-2 split |
| Secure Asset Management, LLC | 5,850 | $225.0K | 0.10% | −137−2.3% | ReducedConverted for a 1-for-2 split |
| USAdvisors Wealth Management, LLC | 5,887 | $226.0K | 0.10% | −151−2.5% | ReducedConverted for a 1-for-2 split |
| Mutual Advisors, LLC | 5,882 | $226.0K | 0.01% | +361+6.5% | AddedConverted for a 1-for-2 split |
| Capital Analysts, LLC | 5,988 | $231.0K | 0.01% | −1,676−21.9% | ReducedConverted for a 1-for-2 split |
| Anchor Investment Management, LLC | 6,112 | $235.1K | 0.03% | 00.0% | UnchangedConverted for a 1-for-2 split |
| Park Avenue Securities LLC | 6,324 | $243.0K | 0.00% | −1,050−14.2% | ReducedConverted for a 1-for-2 split |
| World Equity Group, Inc. | 6,339 | $243.9K | 0.05% | +6,339 | New |
| Truist Financial Corp | 6,355 | $245.0K | 0.00% | −17,050−72.8% | ReducedConverted for a 1-for-2 split |
| Washington Trust Advisors, Inc. | 6,830 | $263.0K | 0.02% | +38+0.6% | AddedConverted for a 1-for-2 split |
| Colony Group LLC | 7,033 | $271.0K | 0.00% | −102−1.4% | ReducedConverted for a 1-for-2 split |
| Rothschild Investment Corp | 7,175 | $276.0K | 0.02% | +650+10.0% | AddedConverted for a 1-for-2 split |
| Caldwell Trust Co | 7,631 | $293.6K | 0.03% | +4,001+110.2% | AddedConverted for a 1-for-2 split |
| Iron Financial, LLC | 8,255 | $318.0K | 0.15% | +360+4.6% | AddedConverted for a 1-for-2 split |
| Essex Financial Services, Inc. | 8,353 | $321.0K | 0.03% | +1,092+15.0% | AddedConverted for a 1-for-2 split |
| WBH Advisory Inc | 8,927 | $336.0K | 0.04% | −7,198−44.6% | ReducedConverted for a 1-for-2 split |
| Lansing Street Advisors | 8,723 | $337.0K | 0.21% | +8,723 | New |
| Dynamic Advisor Solutions LLC | 9,336 | $359.0K | 0.02% | +1,848+24.7% | AddedConverted for a 1-for-2 split |
| Colonial River Wealth Management, LLC | 9,418 | $362.0K | 0.21% | −19,186−67.1% | ReducedConverted for a 1-for-2 split |
| Northern Trust Corp | 9,693 | $373.0K | 0.00% | −12,396−56.1% | ReducedConverted for a 1-for-2 split |
| New England Private Wealth Advisors LLC | 9,854 | $379.0K | 0.07% | 00.0% | UnchangedConverted for a 1-for-2 split |
| Lido Advisors, LLC | 9,892 | $380.0K | 0.01% | +2,937+42.2% | AddedConverted for a 1-for-2 split |
| Citadel Advisors LLC | 9,980 | $384.0K | 0.00% | +283+2.9% | AddedConverted for a 1-for-2 split |
| Veritable, L.P. | 10,750 | $414.0K | 0.01% | +10,750 | New |
| Barnett & Company, Inc. | 11,052 | $425.0K | 0.30% | −877−7.4% | ReducedConverted for a 1-for-2 split |
| Weil Company, Inc. | 11,133 | $428.0K | 0.22% | −5,631−33.6% | ReducedConverted for a 1-for-2 split |
| The PNC Financial Services Group, Inc. | 11,286 | $435.0K | 0.00% | +7,765+220.5% | AddedConverted for a 1-for-2 split |
| Boenning & Scattergood, Inc. | 11,921 | $459.0K | 0.07% | −1,971−14.2% | ReducedConverted for a 1-for-2 split |
| Zhang Financial LLC | 11,962 | $460.0K | 0.08% | −119,845−90.9% | ReducedConverted for a 1-for-2 split |
| Vista Wealth Management Group, LLC | 12,000 | $462.0K | 0.07% | 00.0% | UnchangedConverted for a 1-for-2 split |
| FirstPurpose Wealth LLC | 12,268 | $472.0K | 0.37% | +1,594+14.9% | AddedConverted for a 1-for-2 split |
| Wilbanks Smith & Thomas Asset Management LLC | 12,790 | $474.0K | 0.02% | 00.0% | UnchangedConverted for a 1-for-2 split |
| Davidson Investment Advisors | 12,814 | $493.0K | 0.04% | −791−5.8% | ReducedConverted for a 1-for-2 split |
| Segment Wealth Management, LLC | 12,900 | $496.0K | 0.05% | +2,750+27.1% | AddedConverted for a 1-for-2 split |
| Wealth Management Solutions, LLC | 13,278 | $511.0K | 0.27% | 00.0% | UnchangedConverted for a 1-for-2 split |
| Catalyst Private Wealth, LLC | 13,372 | $514.0K | 0.26% | +1,684+14.4% | AddedConverted for a 1-for-2 split |
| Independent Advisor Alliance | 13,801 | $531.0K | 0.03% | +4,928+55.5% | AddedConverted for a 1-for-2 split |
| Buckingham Strategic Partners | 14,084 | $542.0K | 0.05% | +14,084 | New |
| ARGI Investment Services, LLC | 14,210 | $547.0K | 0.02% | −3,180−18.3% | ReducedConverted for a 1-for-2 split |
| Klingman & Associates, LLC | 14,381 | $553.0K | 0.05% | +14,381 | New |
| Pathway Financial Advisors LLC | 14,409 | $554.0K | 0.21% | 00.0% | UnchangedConverted for a 1-for-2 split |
| Western Wealth Management, LLC | 14,984 | $576.0K | 0.03% | +14,984 | New |
| Global Wealth Management Investment Advisory, Inc. | 15,077 | $580.0K | 0.17% | +2,072+15.9% | AddedConverted for a 1-for-2 split |
| Robinson Value Management, Ltd. | 15,226 | $586.0K | 0.45% | +15,226 | New |
| Formidable Asset Management, LLC | 16,609 | $639.0K | 0.12% | −475−2.8% | ReducedConverted for a 1-for-2 split |
| Sargent Investment Group, LLC | 17,160 | $660.0K | 0.17% | +17,160 | New |
| Kestra Advisory Services, LLC | 18,184 | $700.0K | 0.01% | +9,545+110.5% | AddedConverted for a 1-for-2 split |