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, Q2 2022
Institutional positions in World Gold Trust as of Jun 30, 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
- 274
- +35 vs. Q1 2022
- Shares held
- 86.6M
- +20.3M (+30.6%) vs. Q1 2022
- Total value
- $3.11B
- +$560.5M (+22.0%) vs. Q1 2022
- New holders
- 64
- 87 more added
- Sold out
- 29
- 88 more reduced
1 institution that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding World Gold Trust; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sumitomo Mitsui Trust Holdings, Inc. | 9,300,000 | $333.7M | 0.26% | +9,300,000 | New |
| Wealthsimple Inc. | 5,726,681 | $205.5M | 7.19% | −16,868−0.3% | Reduced |
| Alaska Permanent Fund Corp | 5,224,000 | $187.4M | 2.67% | +5,224,000 | New |
| Evoke Wealth, LLC | 4,197,359 | $150.6M | 5.57% | +611,595+17.1% | Added |
| Toroso Investments, LLC | 3,856,385 | $138.4M | 5.07% | −467,045−10.8% | Reduced |
| RGT Wealth Advisors, LLC | 3,514,322 | $126.1M | 21.18% | −531,291−13.1% | Reduced |
| Adventist Health System Sunbelt Healthcare Corp | 3,314,800 | $118.9M | 9.35% | +3,314,800 | New |
| Morgan Stanley | 2,915,745 | $104.6M | 0.01% | −54,966−1.9% | Reduced |
| 3EDGE Asset Management, LP | 2,865,845 | $102.8M | 7.99% | −2,661,644−48.2% | Reduced |
| State Street Corp | 2,294,049 | $82.3M | 0.00% | −524,438−18.6% | Reduced |
| UBS Group AG | 1,864,506 | $66.9M | 0.03% | +618,334+49.6% | Added |
| Congress Wealth Management LLC | 1,850,606 | $66.4M | 1.70% | +20,116+1.1% | Added |
| Gradient Investments LLC | 1,815,209 | $65.1M | 1.90% | +90,727+5.3% | Added |
| Bank of America Corp | 1,668,852 | $59.9M | 0.01% | +115,498+7.4% | Added |
| Mirae Asset Global Investments Co., Ltd. | 1,667,542 | $59.8M | 0.15% | −1,457,990−46.6% | Reduced |
| Cohen & Steers, Inc. | 1,222,956 | $43.9M | 0.09% | +376,743+44.5% | Added |
| Charles Schwab Investment Management Inc | 1,106,172 | $39.7M | 0.01% | −3,779−0.3% | Reduced |
| Royal Bank of Canada | 1,096,198 | $39.3M | 0.01% | +82,833+8.2% | Added |
| Bank of New York Mellon Corp | 1,026,808 | $36.8M | 0.01% | −217,291−17.5% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 1,009,756 | $36.2M | 0.08% | +89,658+9.7% | Added |
| WCG Wealth Advisors LLC | 999,158 | $36.0M | 2.47% | +999,158 | New |
| LPL Financial LLC | 985,362 | $35.4M | 0.03% | +985,362 | New |
| Strategic Financial Services, Inc, | 961,775 | $34.5M | 2.93% | −26,798−2.7% | Reduced |
| Asset Management One Co.,Ltd. | 961,607 | $34.5M | 0.16% | +961,607 | New |
| Ameriprise Financial Inc | 947,249 | $34.0M | 0.01% | +187,094+24.6% | Added |
| American Investment Services, Inc. | 888,744 | $31.9M | 7.27% | +21,693+2.5% | Added |
| Hollow Brook Wealth Management LLC | 867,605 | $31.1M | 17.12% | +1,748+0.2% | Added |
| Richard C. Young & CO., LTD. | 857,727 | $30.8M | 3.99% | +16,464+2.0% | Added |
| Capital Planning Advisors, LLC | 750,933 | $26.9M | 7.13% | +25,779+3.6% | Added |
| Envestnet Asset Management Inc | 730,252 | $26.2M | 0.01% | +90,655+14.2% | Added |
| Burt Wealth Advisors | 595,505 | $21.4M | 7.43% | −6,450−1.1% | Reduced |
| Wealthcare Advisory Partners LLC | 589,450 | $21.1M | 1.28% | +589,450 | New |
| Exchange Traded Concepts, LLC | 581,246 | $20.9M | 0.61% | +581,246 | New |
| Assetmark, Inc | 547,428 | $19.6M | 0.09% | +3,987+0.7% | Added |
| Brandywine Oak Private Wealth LLC | 530,491 | $19.0M | 2.44% | −16,967−3.1% | Reduced |
| PFS Investments Inc. | 510,610 | $18.3M | 0.37% | −137,028−21.2% | Reduced |
| SNS Financial Group, LLC | 506,229 | $18.2M | 2.39% | +319,071+170.5% | Added |
| Private Advisor Group, LLC | 438,490 | $15.7M | 0.14% | +438,490 | New |
| Raymond James & Associates | 404,123 | $14.5M | 0.01% | +14,425+3.7% | Added |
| Timber Creek Capital Management LLC | 392,830 | $14.1M | 4.66% | +205+0.1% | Added |
| Keudell/Morrison Wealth Management | 381,499 | $13.7M | 4.97% | +381,499 | New |
| Joseph Group Capital Management | 373,544 | $13.4M | 13.43% | +30,792+9.0% | Added |
| JNBA Financial Advisors | 368,089 | $13.2M | 2.00% | +27,552+8.1% | Added |
| Advisor Group Holdings, Inc. | 351,274 | $12.6M | 0.03% | +223,366+174.6% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 340,510 | $12.2M | 0.29% | −9,700−2.8% | Reduced |
| Baird Financial Group, Inc. | 339,208 | $12.2M | 0.03% | +65,284+23.8% | Added |
| Goodman Advisory Group, LLC | 337,976 | $12.1M | 5.41% | +337,976 | New |
| Nottingham Advisors, Inc. | 334,525 | $12.0M | 1.63% | +8,150+2.5% | Added |
| January Capital Advisors LLC | 311,912 | $11.2M | 9.94% | −290.0% | Reduced |
| Stifel Financial Corp | 301,386 | $10.8M | 0.02% | +2,066+0.7% | Added |
| Mercer Global Advisors Inc | 299,064 | $10.7M | 0.07% | −205,773−40.8% | Reduced |
| Gould Asset Management LLC | 295,027 | $10.6M | 3.41% | −5,003−1.7% | Reduced |
| Financial Enhancement Group LLC | 291,455 | $10.5M | 2.26% | −2,465−0.8% | Reduced |
| MBL Wealth, LLC | 287,965 | $10.3M | 2.58% | +29,932+11.6% | Added |
| Virtu Financial LLC | 278,877 | $10.0M | 0.85% | +241,911+654.4% | Added |
| Beaumont Financial Partners, LLC | 278,597 | $10.0M | 0.90% | +10,140+3.8% | Added |
| Laurel Wealth Advisors, Inc. | 278,008 | $9.97M | 1.02% | +18,145+7.0% | Added |
| Deutsche Bank AG | 273,250 | $9.80M | 0.01% | 00.0% | Unchanged |
| Coco Enterprises, LLC | 272,473 | $9.77M | 10.04% | +884+0.3% | Added |
| SEI Investments Co | 264,420 | $9.48M | 0.02% | −6,848−2.5% | Reduced |
| Wells Fargo & Company | 257,821 | $9.25M | 0.00% | +85,556+49.7% | Added |
| Peak Financial Advisors LLC | 240,451 | $8.63M | 8.54% | −53,438−18.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 238,839 | $8.57M | 0.05% | +9,320+4.1% | Added |
| Clark Capital Management Group, Inc. | 237,186 | $8.51M | 0.11% | +237,186 | New |
| Financial Strategies Group, Inc. | 230,745 | $8.28M | 3.47% | −47,243−17.0% | Reduced |
| B&D White Capital Company, LLC | 226,442 | $8.12M | 3.46% | +226,442 | New |
| Stansberry Asset Management, LLC | 226,204 | $8.12M | 1.73% | +7,639+3.5% | Added |
| Parcion Private Wealth LLC | 217,699 | $7.46M | 0.75% | +217,699 | New |
| Warren Street Wealth Advisors, LLC | 205,721 | $7.38M | 7.13% | +8,728+4.4% | Added |
| Compass Ion Advisors, LLC | 182,227 | $6.54M | 1.89% | −562−0.3% | Reduced |
| CoreCap Advisors, LLC | 181,594 | $6.52M | 0.51% | +20,919+13.0% | Added |
| Versant Capital Management, Inc | 164,514 | $5.90M | 2.16% | −8,037−4.7% | Reduced |
| Synovus Financial Corp | 161,504 | $5.79M | 0.07% | −1,254−0.8% | Reduced |
| Retirement Income Solutions, Inc | 155,868 | $5.59M | 1.99% | +326+0.2% | Added |
| R. W. Roge & Company, Inc. | 154,273 | $5.54M | 3.80% | +154,273 | New |
| Wealth Advisory Solutions, LLC | 139,701 | $5.01M | 1.23% | +807+0.6% | Added |
| Glenview Trust Co | 139,500 | $5.00M | 0.18% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 130,383 | $4.68M | 0.75% | +6,245+5.0% | Added |
| Hudson Capital Management LLC | 126,465 | $4.54M | 2.16% | +3,620+2.9% | Added |
| Zhang Financial LLC | 121,667 | $4.37M | 0.70% | +109,705+917.1% | Added |
| E Fund Management Co., Ltd. | 112,379 | $4.03M | 0.37% | −16,430−12.8% | Reduced |
| Advanced Research Investment Solutions, LLC | 111,495 | $4.00M | 2.22% | +8,622+8.4% | Added |
| Financial Guidance Group, Inc. | 108,892 | $3.91M | 3.07% | +3,925+3.7% | Added |
| Commonwealth Equity Services, LLC | 107,105 | $3.84M | 0.01% | −1,609−1.5% | Reduced |
| AlphaStar Capital Management, LLC | 103,914 | $3.73M | 0.34% | +47,244+83.4% | Added |
| Accretive Wealth Partners, LLC | 102,416 | $3.67M | 2.67% | +374+0.4% | Added |
| Beacon Pointe Advisors, LLC | 97,821 | $3.52M | 0.07% | −6,224−6.0% | Reduced |
| Abbrea Capital, LLC | 96,111 | $3.45M | 0.57% | −2,717−2.7% | Reduced |
| Inspirion Wealth Advisors, LLC | 94,150 | $3.38M | 0.74% | +94,150 | New |
| Ci Investments Inc. | 92,534 | $3.32M | 0.02% | −15,000−13.9% | Reduced |
| Pecaut & Co. | 90,206 | $3.24M | 1.82% | −8,893−9.0% | Reduced |
| Avantax Advisory Services, Inc. | 90,046 | $3.23M | 0.05% | −23,975−21.0% | Reduced |
| New York Life Investment Management LLC | 89,383 | $3.21M | 0.04% | +89,383 | New |
| PFG Private Wealth Management, LLC | 86,109 | $3.09M | 1.73% | +4,008+4.9% | Added |
| Baker Tilly Wealth Management, LLC | 85,853 | $3.08M | 0.40% | −31,215−26.7% | Reduced |
| BKD Wealth Advisors, LLC | 85,214 | $3.06M | 0.12% | +4,972+6.2% | Added |
| Scotia Capital Inc. | 83,725 | $3.00M | 0.02% | −18,484−18.1% | Reduced |
| Mariner, LLC | 81,853 | $2.94M | 0.01% | −1,118−1.3% | Reduced |
| Purus Wealth Management, LLC | 78,690 | $2.82M | 2.52% | −292−0.4% | Reduced |
| MML Investors Services, LLC | 74,500 | $2.67M | 0.02% | +5,181+7.5% | Added |