Skip to main content
Livermore
Livermore
ZHEN

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.

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: 319 institutionsQ2 2023: 334 institutionsQ3 2023: 345 institutionsQ4 2023: 374 institutionsQ1 2024: 375 institutionsQ2 2024: 406 institutionsQ3 2024: 465 institutionsQ4 2024: 541 institutionsQ1 2025: 618 institutionsQ2 2025: 702 institutionsQ3 2025: 754 institutionsQ4 2025: 877 institutionsQ1 2026: 913 institutionsQ2 2026: 922 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 2026922$14.3B
Q1 2026913$15.1B
Q4 2025877$13.9B
Q3 2025754$11.7B
Q2 2025702$9.15B
Q1 2025618$8.05B
Q4 2024541$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 2023319$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
Tokio Marine Asset Management Co Ltd61,500$2.37M0.19%−11,500−15.8%ReducedConverted for a 1-for-2 split
IndexIQ Advisors LLC60,389$2.32M0.08%−54,414−47.4%ReducedConverted for a 1-for-2 split
Belpointe Asset Management LLC58,617$2.25M0.14%+610+1.1%AddedConverted for a 1-for-2 split
WFA of San Diego, LLC57,086$2.20M1.67%−575−1.0%ReducedConverted for a 1-for-2 split
Betterment LLC56,707$2.18M0.01%−6,980−11.0%ReducedConverted for a 1-for-2 split
AlphaStar Capital Management, LLC56,670$2.18M0.18%+56,670New
Derbend Asset Management114,332$2.08M2.03%+114,332New
Wealthsource Partners, LLC49,844$1.92M0.13%+49,844New
Integrated Advisors Network LLC47,036$1.81M0.11%+12,308+35.4%AddedConverted for a 1-for-2 split
Creative Planning45,487$1.75M0.00%+45,487New
Franklin Resources Inc45,365$1.75M0.00%00.0%UnchangedConverted for a 1-for-2 split
Kingsview Wealth Management, LLC41,510$1.60M0.07%−286−0.7%ReducedConverted for a 1-for-2 split
Atria Investments LLC40,945$1.57M0.03%−29,530−41.9%ReducedConverted for a 1-for-2 split
Procyon Private Wealth Partners, LLC40,712$1.57M0.33%+40,712New
Requisite Capital Management, LLC38,287$1.45M0.45%−34,044−47.1%ReducedConverted for a 1-for-2 split
Virtu Financial LLC36,966$1.42M0.11%−91,215−71.2%ReducedConverted for a 1-for-2 split
Orion Portfolio Solutions, LLC35,917$1.38M0.05%+35,917New
Lloyd Advisory Services, LLC.35,457$1.36M0.64%+35,457New
IFP Advisors, Inc49,494$1.33M0.02%+40,137+429.0%AddedConverted for a 1-for-2 split
Kendall Capital Management33,869$1.30M0.63%+2,509+8.0%AddedConverted for a 1-for-2 split
Continuum Advisory, LLC32,769$1.23M0.23%−3,656−10.0%ReducedConverted for a 1-for-2 split
Richard Bernstein Advisors LLC31,995$1.23M0.02%−1,548−4.6%ReducedConverted for a 1-for-2 split
Walkner Condon Financial Advisors LLC31,983$1.23M0.35%−819−2.5%ReducedConverted for a 1-for-2 split
Cetera Investment Advisers31,470$1.21M0.02%+10,895+53.0%AddedConverted for a 1-for-2 split
Tocqueville Asset Management L.P.27,325$1.05M0.02%00.0%UnchangedConverted for a 1-for-2 split
Carret Asset Management, LLC27,095$1.04M0.12%+335+1.3%AddedConverted for a 1-for-2 split
Mather Group, LLC.26,746$1.03M0.02%+26,746New
Gradient Capital Advisors, LLC26,202$1.01M0.43%+807+3.2%AddedConverted for a 1-for-2 split
Millennium Management LLC25,626$986.0K0.00%+25,626New
Whittier Trust Co of Nevada Inc25,500$981.0K0.04%00.0%UnchangedConverted for a 1-for-2 split
Kayne Anderson Rudnick Investment Management LLC25,505$981.0K0.00%+639+2.6%AddedConverted for a 1-for-2 split
Latitude Advisors, LLC24,090$927.0K0.21%+2,234+10.2%AddedConverted for a 1-for-2 split
Brinker Capital Investments, LLC24,001$923.0K0.01%+12,001+100.0%AddedConverted for a 1-for-2 split
Merit Financial Group, LLC23,859$918.0K0.06%+16,514+224.8%AddedConverted for a 1-for-2 split
Diligent Investors, LLC22,388$861.0K0.25%00.0%UnchangedConverted for a 1-for-2 split
CIBC Private Wealth Group, LLC22,152$852.0K0.00%+2,554+13.0%AddedConverted for a 1-for-2 split
Quent Capital, LLC20,931$805.0K0.15%+19,560+1,426.1%AddedConverted for a 1-for-2 split
Columbus Macro, LLC20,333$782.0K0.27%+20,333New
SeaCrest Wealth Management, LLC19,765$760.0K0.09%00.0%UnchangedConverted for a 1-for-2 split
BEAM Asset Management, LLC19,518$751.0K0.86%−970−4.7%ReducedConverted for a 1-for-2 split
Kestra Advisory Services, LLC18,184$700.0K0.01%+9,545+110.5%AddedConverted for a 1-for-2 split
Sargent Investment Group, LLC17,160$660.0K0.17%+17,160New
Formidable Asset Management, LLC16,609$639.0K0.12%−475−2.8%ReducedConverted for a 1-for-2 split
Robinson Value Management, Ltd.15,226$586.0K0.45%+15,226New
Global Wealth Management Investment Advisory, Inc.15,077$580.0K0.17%+2,072+15.9%AddedConverted for a 1-for-2 split
Western Wealth Management, LLC14,984$576.0K0.03%+14,984New
Pathway Financial Advisors LLC14,409$554.0K0.21%00.0%UnchangedConverted for a 1-for-2 split
Klingman & Associates, LLC14,381$553.0K0.05%+14,381New
ARGI Investment Services, LLC14,210$547.0K0.02%−3,180−18.3%ReducedConverted for a 1-for-2 split
Buckingham Strategic Partners14,084$542.0K0.05%+14,084New
Independent Advisor Alliance13,801$531.0K0.03%+4,928+55.5%AddedConverted for a 1-for-2 split
Catalyst Private Wealth, LLC13,372$514.0K0.26%+1,684+14.4%AddedConverted for a 1-for-2 split
Wealth Management Solutions, LLC13,278$511.0K0.27%00.0%UnchangedConverted for a 1-for-2 split
Segment Wealth Management, LLC12,900$496.0K0.05%+2,750+27.1%AddedConverted for a 1-for-2 split
Davidson Investment Advisors12,814$493.0K0.04%−791−5.8%ReducedConverted for a 1-for-2 split
Wilbanks Smith & Thomas Asset Management LLC12,790$474.0K0.02%00.0%UnchangedConverted for a 1-for-2 split
FirstPurpose Wealth LLC12,268$472.0K0.37%+1,594+14.9%AddedConverted for a 1-for-2 split
Vista Wealth Management Group, LLC12,000$462.0K0.07%00.0%UnchangedConverted for a 1-for-2 split
Zhang Financial LLC11,962$460.0K0.08%−119,845−90.9%ReducedConverted for a 1-for-2 split
Boenning & Scattergood, Inc.11,921$459.0K0.07%−1,971−14.2%ReducedConverted for a 1-for-2 split
The PNC Financial Services Group, Inc.11,286$435.0K0.00%+7,765+220.5%AddedConverted for a 1-for-2 split
Weil Company, Inc.11,133$428.0K0.22%−5,631−33.6%ReducedConverted for a 1-for-2 split
Barnett & Company, Inc.11,052$425.0K0.30%−877−7.4%ReducedConverted for a 1-for-2 split
Veritable, L.P.10,750$414.0K0.01%+10,750New
Citadel Advisors LLC9,980$384.0K0.00%+283+2.9%AddedConverted for a 1-for-2 split
Lido Advisors, LLC9,892$380.0K0.01%+2,937+42.2%AddedConverted for a 1-for-2 split
New England Private Wealth Advisors LLC9,854$379.0K0.07%00.0%UnchangedConverted for a 1-for-2 split
Northern Trust Corp9,693$373.0K0.00%−12,396−56.1%ReducedConverted for a 1-for-2 split
Colonial River Wealth Management, LLC9,418$362.0K0.21%−19,186−67.1%ReducedConverted for a 1-for-2 split
Dynamic Advisor Solutions LLC9,336$359.0K0.02%+1,848+24.7%AddedConverted for a 1-for-2 split
Lansing Street Advisors8,723$337.0K0.21%+8,723New
WBH Advisory Inc8,927$336.0K0.04%−7,198−44.6%ReducedConverted for a 1-for-2 split
Essex Financial Services, Inc.8,353$321.0K0.03%+1,092+15.0%AddedConverted for a 1-for-2 split
Iron Financial, LLC8,255$318.0K0.15%+360+4.6%AddedConverted for a 1-for-2 split
Caldwell Trust Co7,631$293.6K0.03%+4,001+110.2%AddedConverted for a 1-for-2 split
Rothschild Investment Corp7,175$276.0K0.02%+650+10.0%AddedConverted for a 1-for-2 split
Colony Group LLC7,033$271.0K0.00%−102−1.4%ReducedConverted for a 1-for-2 split
Washington Trust Advisors, Inc.6,830$263.0K0.02%+38+0.6%AddedConverted for a 1-for-2 split
Truist Financial Corp6,355$245.0K0.00%−17,050−72.8%ReducedConverted for a 1-for-2 split
World Equity Group, Inc.6,339$243.9K0.05%+6,339New
Park Avenue Securities LLC6,324$243.0K0.00%−1,050−14.2%ReducedConverted for a 1-for-2 split
Anchor Investment Management, LLC6,112$235.1K0.03%00.0%UnchangedConverted for a 1-for-2 split
Capital Analysts, LLC5,988$231.0K0.01%−1,676−21.9%ReducedConverted for a 1-for-2 split
USAdvisors Wealth Management, LLC5,887$226.0K0.10%−151−2.5%ReducedConverted for a 1-for-2 split
Mutual Advisors, LLC5,882$226.0K0.01%+361+6.5%AddedConverted for a 1-for-2 split
Secure Asset Management, LLC5,850$225.0K0.10%−137−2.3%ReducedConverted for a 1-for-2 split
Covington Capital Management5,745$221.0K0.01%00.0%UnchangedConverted for a 1-for-2 split
Cetera Advisor Networks LLC5,630$217.0K0.00%+5,630New
Edge Capital Group, LLC5,557$214.0K0.01%+5,557New
Michael B. Yongue5,519$212.0K0.15%+400+7.8%AddedConverted for a 1-for-2 split
Provident Wealth Management, LLC5,517$212.0K0.13%+5,517New
MSH Capital Advisors LLC5,431$208.9K0.09%−319−5.5%ReducedConverted for a 1-for-2 split
Carolinas Wealth Consulting LLC4,942$190.0K0.04%+632+14.7%AddedConverted for a 1-for-2 split
Federation des caisses Desjardins du Quebec4,627$178.0K0.00%−62,632−93.1%ReducedConverted for a 1-for-2 split
Vigilant Capital Management, LLC4,532$174.0K0.01%−2,238−33.1%ReducedConverted for a 1-for-2 split
Northwestern Mutual Wealth Management Co3,826$147.0K0.00%+192+5.3%AddedConverted for a 1-for-2 split
PDS Planning, Inc3,801$146.0K0.03%00.0%UnchangedConverted for a 1-for-2 split
Prospera Financial Services Inc3,341$129.0K0.01%+3,341New
Professional Financial Advisors, LLC3,289$127.0K0.05%+589+21.8%AddedConverted for a 1-for-2 split
Larson Financial Group LLC2,391$92.0K0.01%+351+17.2%AddedConverted for a 1-for-2 split