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
- 86.1M
- +21.3M (+32.9%) vs. Q1 2022
- Total value
- $3.09B
- +$602.0M (+24.2%) vs. Q1 2022
- New holders
- 64
- 88 more added
- Sold out
- 29
- 87 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 | 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, 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 |
|---|---|---|---|---|---|
| Sargent Bickham Lagudis LLC | 4 | $0 | 0.00% | −262−98.5% | Reduced |
| TCI Wealth Advisors, Inc. | 41 | $1.00K | 0.00% | +41 | New |
| Covestor Ltd | 23 | $1.00K | 0.00% | +23 | New |
| Glen Eagle Advisors, LLC | 33 | $1.18K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 43 | $1.54K | 0.00% | −338−88.7% | Reduced |
| Signaturefd, LLC | 63 | $2.00K | 0.00% | −36−36.4% | Reduced |
| Macroview Investment Management LLC | 62 | $2.00K | 0.00% | +62 | New |
| Horan Securities, Inc. | 47 | $2.00K | 0.00% | +47 | New |
| Citigroup Inc | 83 | $3.00K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 77 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 82 | $3.00K | 0.00% | +82 | New |
| Selective Wealth Management, Inc. | 81 | $3.00K | 0.00% | +81 | New |
| Tower Research Capital LLC (TRC) | 125 | $4.00K | 0.00% | −2−1.6% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 125 | $4.00K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 116 | $4.16K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 129 | $5.00K | 0.00% | +43+50.0% | Added |
| Retirement Group, LLC | 169 | $6.00K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 191 | $6.00K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 189 | $7.00K | 0.00% | +189 | New |
| Ronald Blue Trust, Inc. | 174 | $7.00K | 0.00% | +174 | New |
| Financial Perspectives, Inc | 199 | $7.14K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 238 | $9.00K | 0.00% | +238 | New |
| CWM, LLC | 305 | $11.0K | 0.00% | −121−28.4% | Reduced |
| Sound Income Strategies, LLC | 340 | $12.0K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 335 | $12.0K | 0.00% | +335 | New |
| Bessemer Group Inc | 393 | $14.0K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 423 | $15.0K | 0.00% | −154−26.7% | Reduced |
| HBC Financial Services, PLLC | 511 | $17.0K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 522 | $19.0K | 0.00% | +522 | New |
| Beaird Harris Wealth Management, LLC | 710 | $25.0K | 0.01% | 00.0% | Unchanged |
| Legacy CG, LLC | 697 | $25.0K | 0.02% | +697 | New |
| Global Retirement Partners, LLC | 729 | $26.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 726 | $26.0K | 0.00% | +726 | New |
| Private Ocean, LLC | 808 | $28.0K | 0.00% | −900−52.7% | Reduced |
| Financial Management Professionals, Inc. | 794 | $28.0K | 0.01% | −163−17.0% | Reduced |
| Baystate Wealth Management LLC | 804 | $29.0K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 839 | $30.0K | 0.02% | −838−50.0% | Reduced |
| Key Financial Inc | 837 | $30.0K | 0.02% | +837 | New |
| Geneos Wealth Management Inc. | 953 | $34.0K | 0.00% | −359−27.4% | Reduced |
| Allworth Financial LP | 1,022 | $37.0K | 0.00% | +1,000+4,545.5% | Added |
| Strategic Asset Management, LLC | 1,068 | $38.0K | 0.06% | 00.0% | Unchanged |
| Huntington National Bank | – | $39.0K | 0.00% | – | – |
| High Net Worth Advisory Group LLC | 1,500 | $54.0K | 0.02% | 00.0% | Unchanged |
| National Bank of Canada | 1,595 | $57.0K | 0.00% | −453−22.1% | Reduced |
| WestEnd Advisors, LLC | 1,613 | $57.9K | 0.00% | – | – |
| Stonebridge Capital Advisors LLC | 1,801 | $65.0K | 0.01% | −72−3.8% | Reduced |
| Birch Capital Management, LLC | 2,061 | $73.9K | 0.05% | 00.0% | Unchanged |
| Community Bank, N.A. | 2,129 | $77.0K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 2,340 | $84.0K | 0.02% | +2,340 | New |
| Larson Financial Group LLC | 2,397 | $86.0K | 0.01% | +6+0.3% | Added |
| Prospera Financial Services Inc | 3,021 | $108.0K | 0.01% | −320−9.6% | Reduced |
| Professional Financial Advisors, LLC | 3,284 | $118.0K | 0.07% | −5−0.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 3,512 | $126.0K | 0.00% | −314−8.2% | Reduced |
| PDS Planning, Inc | 3,990 | $143.0K | 0.03% | +189+5.0% | Added |
| Federation des caisses Desjardins du Quebec | 4,150 | $148.9K | 0.00% | −477−10.3% | Reduced |
| Caldwell Trust Co | 4,231 | $151.8K | 0.02% | −3,400−44.6% | Reduced |
| Money Concepts Capital Corp | 4,240 | $152.0K | 0.01% | +4,240 | New |
| Vigilant Capital Management, LLC | 4,532 | $163.0K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 5,288 | $190.0K | 0.03% | +5,288 | New |
| Covington Capital Management | 5,375 | $193.0K | 0.01% | −370−6.4% | Reduced |
| Equitable Holdings, Inc. | 5,600 | $201.0K | 0.00% | +5,600 | New |
| Boston Private Wealth LLC | 5,643 | $202.0K | 0.00% | +5,643 | New |
| MSH Capital Advisors LLC | 5,652 | $202.8K | 0.09% | +221+4.1% | Added |
| McAdam, LLC | 5,700 | $205.0K | 0.02% | +5,700 | New |
| Washington Trust Advisors, Inc. | 5,766 | $207.0K | 0.02% | −1,064−15.6% | Reduced |
| Advisors Capital Management, LLC | 5,803 | $208.0K | 0.01% | +5,803 | New |
| Mutual Advisors, LLC | 5,973 | $214.0K | 0.01% | +91+1.5% | Added |
| Capital Analysts, LLC | 6,020 | $216.0K | 0.02% | +32+0.5% | Added |
| Anchor Investment Management, LLC | 6,112 | $219.3K | 0.03% | 00.0% | Unchanged |
| Lee Financial Co | 6,188 | $222.0K | 0.04% | +6,188 | New |
| BEAM Asset Management, LLC | 6,483 | $233.0K | 0.26% | −13,035−66.8% | Reduced |
| Wealthsource Partners, LLC | 6,706 | $241.0K | 0.02% | −43,138−86.5% | Reduced |
| SFG Wealth Management, LLC. | 6,984 | $251.0K | 0.29% | +6,984 | New |
| Wealth Management Solutions, LLC | 7,163 | $257.0K | 0.14% | −6,115−46.1% | Reduced |
| Iron Financial, LLC | 7,157 | $257.0K | 0.13% | −1,098−13.3% | Reduced |
| Park Avenue Securities LLC | 7,275 | $261.0K | 0.01% | +951+15.0% | Added |
| Total Investment Management Inc | 7,331 | $263.0K | 0.05% | +7,331 | New |
| First National Corp | 7,459 | $268.0K | 0.07% | +7,459 | New |
| Cetera Advisor Networks LLC | 7,493 | $269.0K | 0.00% | +1,863+33.1% | Added |
| Valtinson Bruner Financial Planning LLC | 7,626 | $274.0K | 0.17% | +7,626 | New |
| Windsor Group LTD | 7,979 | $276.0K | 0.07% | −177,908−95.7% | Reduced |
| Citadel Advisors LLC | 8,367 | $300.0K | 0.00% | −1,613−16.2% | Reduced |
| Washington Trust Co | 8,558 | $307.0K | 0.01% | +8,558 | New |
| Lansing Street Advisors | 8,723 | $313.0K | 0.24% | 00.0% | Unchanged |
| Lido Advisors, LLC | 8,858 | $317.0K | 0.01% | −1,034−10.5% | Reduced |
| Essex Financial Services, Inc. | 8,864 | $318.0K | 0.04% | +511+6.1% | Added |
| Carolinas Wealth Consulting LLC | 9,124 | $327.0K | 0.08% | +4,182+84.6% | Added |
| Latitude Advisors, LLC | 9,313 | $334.0K | 0.31% | −14,777−61.3% | Reduced |
| First Heartland Consultants, Inc. | 10,061 | $360.0K | 0.06% | +10,061 | New |
| FirstPurpose Wealth LLC | 10,083 | $362.0K | 0.24% | −2,185−17.8% | Reduced |
| Michael B. Yongue | 10,411 | $374.0K | 0.33% | +4,892+88.6% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 10,546 | $378.0K | 0.02% | −2,244−17.5% | Reduced |
| Boenning & Scattergood, Inc. | 10,561 | $379.0K | 0.07% | −1,360−11.4% | Reduced |
| Veritable, L.P. | 10,750 | $386.0K | 0.01% | 00.0% | Unchanged |
| USAdvisors Wealth Management, LLC | 11,037 | $396.0K | 0.20% | +5,150+87.5% | Added |
| Weil Company, Inc. | 11,133 | $399.0K | 0.22% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 11,367 | $408.0K | 0.00% | +81+0.7% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 11,460 | $411.0K | 0.18% | +11,460 | New |
| Vista Wealth Management Group, LLC | 12,000 | $413.0K | 0.06% | 00.0% | Unchanged |
| Independent Advisor Alliance | 12,000 | $431.0K | 0.02% | −1,801−13.0% | Reduced |