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 |
|---|---|---|---|---|---|
| Peak Financial Advisors LLC | 293,889 | $11.3M | 9.69% | +293,889 | New |
| Financial Enhancement Group LLC | 293,920 | $11.3M | 2.10% | −263,577−47.3% | ReducedConverted for a 1-for-2 split |
| Stifel Financial Corp | 299,320 | $11.5M | 0.02% | −53,281−15.1% | ReducedConverted for a 1-for-2 split |
| Gould Asset Management LLC | 300,030 | $11.5M | 3.31% | +145,705+94.4% | AddedConverted for a 1-for-2 split |
| Brookstone Capital Management | 303,715 | $11.8M | 0.23% | +303,715 | New |
| Nottingham Advisors, Inc. | 326,375 | $12.6M | 1.49% | +24,216+8.0% | AddedConverted for a 1-for-2 split |
| JNBA Financial Advisors | 340,537 | $13.1M | 1.74% | +6,985+2.1% | AddedConverted for a 1-for-2 split |
| Joseph Group Capital Management | 342,752 | $13.2M | 13.29% | +342,712+846,201.2% | AddedConverted for a 1-for-2 split |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 350,210 | $13.5M | 0.29% | +50,450+16.8% | AddedConverted for a 1-for-2 split |
| Raymond James & Associates | 389,698 | $15.0M | 0.01% | +176,025+82.4% | AddedConverted for a 1-for-2 split |
| Timber Creek Capital Management LLC | 392,625 | $15.1M | 4.58% | −7,268−1.8% | ReducedConverted for a 1-for-2 split |
| Mercer Global Advisors Inc | 504,837 | $19.4M | 0.11% | +226,825+81.6% | AddedConverted for a 1-for-2 split |
| Assetmark, Inc | 543,441 | $20.9M | 0.09% | 00.0% | UnchangedConverted for a 1-for-2 split |
| Brandywine Oak Private Wealth LLC | 547,458 | $21.1M | 2.41% | −83,730−13.3% | ReducedConverted for a 1-for-2 split |
| Burt Wealth Advisors | 601,955 | $23.2M | 6.95% | +601,955 | New |
| Envestnet Asset Management Inc | 639,597 | $24.6M | 0.01% | +17,078+2.7% | AddedConverted for a 1-for-2 split |
| PFS Investments Inc. | 647,638 | $24.9M | 0.47% | −109,510−14.5% | ReducedConverted for a 1-for-2 split |
| Capital Planning Advisors, LLC | 725,154 | $27.9M | 5.97% | +28,815+4.1% | AddedConverted for a 1-for-2 split |
| Ameriprise Financial Inc | 760,155 | $29.2M | 0.01% | +181,226+31.3% | AddedConverted for a 1-for-2 split |
| Richard C. Young & CO., LTD. | 841,263 | $32.4M | 4.13% | +22,833+2.8% | AddedConverted for a 1-for-2 split |
| Cohen & Steers, Inc. | 846,213 | $32.6M | 0.05% | +114,833+15.7% | AddedConverted for a 1-for-2 split |
| Hollow Brook Wealth Management LLC | 865,857 | $33.3M | 14.83% | +46,529+5.7% | AddedConverted for a 1-for-2 split |
| American Investment Services, Inc. | 867,051 | $33.4M | 7.32% | 00.0% | UnchangedConverted for a 1-for-2 split |
| Raymond James Financial Services Advisors, Inc. | 920,098 | $35.4M | 0.07% | +662,722+257.5% | AddedConverted for a 1-for-2 split |
| Strategic Financial Services, Inc, | 988,573 | $38.0M | 2.88% | −42,064−4.1% | ReducedConverted for a 1-for-2 split |
| Royal Bank of Canada | 1,013,365 | $39.0M | 0.01% | +307,641+43.6% | AddedConverted for a 1-for-2 split |
| Charles Schwab Investment Management Inc | 1,109,951 | $42.7M | 0.01% | −8,099−0.7% | ReducedConverted for a 1-for-2 split |
| Bank of New York Mellon Corp | 1,244,099 | $47.9M | 0.01% | −62,427−4.8% | ReducedConverted for a 1-for-2 split |
| UBS Group AG | 1,246,172 | $47.9M | 0.02% | −402,291−24.4% | ReducedConverted for a 1-for-2 split |
| Bank of America Corp | 1,553,354 | $59.8M | 0.01% | +31,735+2.1% | AddedConverted for a 1-for-2 split |
| Mirae Asset Global Investments Co., Ltd. | 1,562,766 | $60.1M | 0.13% | −1,542,018−49.7% | ReducedConverted for a 1-for-2 split |
| Gradient Investments LLC | 1,724,482 | $66.3M | 1.70% | +100,855+6.2% | AddedConverted for a 1-for-2 split |
| Congress Wealth Management LLC | 1,830,490 | $70.4M | 1.54% | +403,166+28.2% | AddedConverted for a 1-for-2 split |
| State Street Corp | 2,818,487 | $108.4M | 0.01% | +2,108,444+296.9% | AddedConverted for a 1-for-2 split |
| Morgan Stanley | 2,970,711 | $114.3M | 0.02% | −15,914−0.5% | ReducedConverted for a 1-for-2 split |
| Evoke Wealth, LLC | 3,585,764 | $137.9M | 4.52% | +141,896+4.1% | AddedConverted for a 1-for-2 split |
| RGT Wealth Advisors, LLC | 4,045,613 | $155.6M | 24.75% | +61,745+1.5% | AddedConverted for a 1-for-2 split |
| Toroso Investments, LLC | 4,323,430 | $166.3M | 4.95% | −218,489−4.8% | ReducedConverted for a 1-for-2 split |
| 3EDGE Asset Management, LP | 5,527,489 | $212.6M | 15.83% | +240,273+4.5% | AddedConverted for a 1-for-2 split |
| Wealthsimple Inc. | 5,743,549 | $221.0M | 6.93% | +5,743,549 | New |
| Sumitomo Mitsui Trust Holdings, Inc. | 0 | $0 | 0.00% | −8,900,000−100.0% | Sold outConverted for a 1-for-2 split |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −1,466,227−100.0% | Sold outConverted for a 1-for-2 split |
| Money Design Co.,Ltd. | 0 | $0 | 0.00% | −713,723−100.0% | Sold outConverted for a 1-for-2 split |
| Advisory Alpha, LLC | 0 | $0 | 0.00% | −1,290,974−100.0% | Sold outConverted for a 1-for-2 split |
| LPL Financial LLC | 0 | $0 | 0.00% | −636,830−100.0% | Sold outConverted for a 1-for-2 split |
| TownSquare Capital, LLC | 0 | $0 | 0.00% | −582,491−100.0% | Sold outConverted for a 1-for-2 split |
| Wealthcare Advisory Partners LLC | 0 | $0 | 0.00% | −466,862−100.0% | Sold outConverted for a 1-for-2 split |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −331,598−100.0% | Sold outConverted for a 1-for-2 split |
| Private Advisor Group, LLC | 0 | $0 | 0.00% | −273,265−100.0% | Sold outConverted for a 1-for-2 split |
| Greenline Partners, LLC | 0 | $0 | 0.00% | −253,352−100.0% | Sold outConverted for a 1-for-2 split |
| Clark Capital Management Group, Inc. | 0 | $0 | 0.00% | −229,529−100.0% | Sold outConverted for a 1-for-2 split |
| Stratos Wealth Partners, LTD. | 0 | $0 | 0.00% | −178,339−100.0% | Sold outConverted for a 1-for-2 split |
| Flynn Zito Capital Management, LLC | 0 | $0 | 0.00% | −137,423−100.0% | Sold outConverted for a 1-for-2 split |
| Inspirion Wealth Advisors, LLC | 0 | $0 | 0.00% | −94,750−100.0% | Sold outConverted for a 1-for-2 split |
| Jacobi Capital Management LLC | 0 | $0 | 0.00% | −62,437−100.0% | Sold outConverted for a 1-for-2 split |
| Forbes Financial Planning, Inc. | 0 | $0 | 0.00% | −58,080−100.0% | Sold outConverted for a 1-for-2 split |
| Kraematon Investment Advisors, Inc | 0 | $0 | 0.00% | −53,704−100.0% | Sold outConverted for a 1-for-2 split |
| SFG Wealth Management, LLC. | 0 | $0 | 0.00% | −53,645−100.0% | Sold outConverted for a 1-for-2 split |
| Cambridge Associates LLC | 0 | $0 | 0.00% | −51,397−100.0% | Sold outConverted for a 1-for-2 split |
| Choate Investment Advisors | 0 | $0 | 0.00% | −37,732−100.0% | Sold outConverted for a 1-for-2 split |
| Adventist Health System Sunbelt Healthcare Corp | 0 | $0 | 0.00% | −34,350−100.0% | Sold outConverted for a 1-for-2 split |
| Acorn Wealth Advisors, LLC | 0 | $0 | 0.00% | −34,073−100.0% | Sold outConverted for a 1-for-2 split |
| Wealthcare Capital Management LLC | 0 | $0 | 0.00% | −32,012−100.0% | Sold outConverted for a 1-for-2 split |
| Sheets Smith Wealth Management | 0 | $0 | 0.00% | −31,952−100.0% | Sold outConverted for a 1-for-2 split |
| Personal Wealth Partners | 0 | $0 | 0.00% | −27,489−100.0% | Sold outConverted for a 1-for-2 split |
| Flagship Harbor Advisors, LLC | 0 | $0 | 0.00% | −24,121−100.0% | Sold outConverted for a 1-for-2 split |
| Central Trust Co | 0 | $0 | 0.00% | −20,780−100.0% | Sold outConverted for a 1-for-2 split |
| Petix & Botte Co | 0 | $0 | 0.00% | −18,649−100.0% | Sold outConverted for a 1-for-2 split |
| Sigma Planning Corp | 0 | $0 | 0.00% | −14,473−100.0% | Sold outConverted for a 1-for-2 split |
| Kestra Private Wealth Services, LLC | 0 | $0 | 0.00% | −13,868−100.0% | Sold outConverted for a 1-for-2 split |
| Astoria Portfolio Advisors LLC. | 0 | $0 | 0.00% | −12,225−100.0% | Sold outConverted for a 1-for-2 split |
| Integrated Wealth Concepts LLC | 0 | $0 | 0.00% | −11,694−100.0% | Sold outConverted for a 1-for-2 split |
| Goelzer Investment Management, Inc. | 0 | $0 | 0.00% | −11,151−100.0% | Sold outConverted for a 1-for-2 split |
| 55I, LLC | 0 | $0 | 0.00% | −9,543−100.0% | Sold outConverted for a 1-for-2 split |
| First Heartland Consultants, Inc. | 0 | $0 | 0.00% | −9,389−100.0% | Sold outConverted for a 1-for-2 split |
| Van Eck Associates Corp | 0 | $0 | 0.00% | −6,443−100.0% | Sold outConverted for a 1-for-2 split |
| Washington Trust Co | 0 | $0 | 0.00% | −5,984−100.0% | Sold outConverted for a 1-for-2 split |
| Lake Street Advisors Group, LLC | 0 | $0 | 0.00% | −5,498−100.0% | Sold outConverted for a 1-for-2 split |
| Regentatlantic Capital LLC | 0 | $0 | 0.00% | −5,140−100.0% | Sold outConverted for a 1-for-2 split |
| McAdam, LLC | 0 | $0 | 0.00% | −5,012−100.0% | Sold outConverted for a 1-for-2 split |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −2,998−100.0% | Sold outConverted for a 1-for-2 split |
| Prestige Wealth Management Group LLC | 0 | $0 | 0.00% | −1,285−100.0% | Sold outConverted for a 1-for-2 split |
| Spire Wealth Management | 0 | $0 | 0.00% | −1,014−100.0% | Sold outConverted for a 1-for-2 split |
| Bedel Financial Consulting, Inc. | 0 | $0 | 0.00% | −591−100.0% | Sold outConverted for a 1-for-2 split |
| GPS Wealth Strategies Group, LLC | 0 | $0 | 0.00% | −335−100.0% | Sold outConverted for a 1-for-2 split |
| Pinnacle Bancorp, Inc. | 0 | $0 | 0.00% | −220−100.0% | Sold outConverted for a 1-for-2 split |
| Sandy Spring Bank | 0 | $0 | 0.00% | −83−100.0% | Sold outConverted for a 1-for-2 split |
| Leelyn Smith, LLC | 0 | $0 | 0.00% | −91−100.0% | Sold outConverted for a 1-for-2 split |
| Comprehensive Financial Consultants Institutional, Inc. | 0 | $0 | 0.00% | −42−100.0% | Sold outConverted for a 1-for-2 split |
| McDonald Partners LLC | 0 | $0 | 0.00% | −45−100.0% | Sold outConverted for a 1-for-2 split |
| Absolute Capital Management, LLC | 0 | $0 | 0.00% | −45−100.0% | Sold outConverted for a 1-for-2 split |
| Fifth Third Bancorp | 0 | $0 | 0.00% | −16−100.0% | Sold outConverted for a 1-for-2 split |
| Covestor Ltd | 0 | $0 | 0.00% | −24−100.0% | Sold outConverted for a 1-for-2 split |
| Eaton Vance Management | 0 | $0 | 0.00% | −10−100.0% | Sold outConverted for a 1-for-2 split |
| Cassaday & Co Inc. | – | – | – | – | Not filed |
| Evernest Financial Advisors, LLC | – | – | – | – | Not filed |
| Quest Capital Management Inc | – | – | – | – | Not filed |
| Altavista Wealth Management, Inc. | – | – | – | – | Not filed |
| Harbour Investments, Inc. | – | – | – | – | Not filed |
| NEXT Financial Group, Inc | – | – | – | – | Not filed |