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 |
|---|---|---|---|---|---|
| Segment Wealth Management, LLC | 12,900 | $463.0K | 0.06% | 00.0% | Unchanged |
| Colony Group LLC | 12,990 | $466.0K | 0.01% | +5,957+84.7% | Added |
| Catalyst Private Wealth, LLC | 13,372 | $480.0K | 0.34% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 14,011 | $503.0K | 0.06% | −5,754−29.1% | Reduced |
| Buckingham Strategic Partners | 14,261 | $512.0K | 0.04% | +177+1.3% | Added |
| Pathway Financial Advisors LLC | 14,409 | $517.0K | 0.22% | 00.0% | Unchanged |
| Northern Trust Corp | 14,587 | $523.0K | 0.00% | +4,894+50.5% | Added |
| Harbour Investments, Inc. | 14,766 | $530.0K | 0.04% | +14,766 | New |
| Brown Advisory Inc | 15,659 | $562.0K | 0.00% | +15,659 | New |
| Robinson Value Management, Ltd. | 15,692 | $563.0K | 0.52% | +466+3.1% | Added |
| Formidable Asset Management, LLC | 16,365 | $573.0K | 0.13% | −244−1.5% | Reduced |
| Sargent Investment Group, LLC | 16,135 | $579.0K | 0.18% | −1,025−6.0% | Reduced |
| IFP Advisors, Inc | 14,947 | $585.0K | 0.02% | −34,547−69.8% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 17,122 | $614.0K | 0.21% | +2,045+13.6% | Added |
| Central Trust Co | 17,179 | $617.0K | 0.02% | +17,179 | New |
| Western Wealth Management, LLC | 18,428 | $640.0K | 0.04% | +3,444+23.0% | Added |
| Petix & Botte Co | 18,785 | $674.0K | 0.50% | +18,785 | New |
| Diligent Investors, LLC | 22,038 | $791.0K | 0.27% | −350−1.6% | Reduced |
| Continuum Advisory, LLC | 22,480 | $807.0K | 0.15% | −10,289−31.4% | Reduced |
| Kendall Capital Management | 22,534 | $809.0K | 0.45% | −11,335−33.5% | Reduced |
| Kestra Advisory Services, LLC | 23,320 | $837.0K | 0.01% | +5,136+28.2% | Added |
| CIBC Private Wealth Group, LLC | 23,372 | $839.0K | 0.00% | +1,220+5.5% | Added |
| First Hawaiian Bank | 23,403 | $839.0K | 0.03% | +23,403 | New |
| Brinker Capital Investments, LLC | 24,001 | $861.0K | 0.02% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 24,047 | $863.0K | 0.10% | +24,047 | New |
| Acorn Wealth Advisors, LLC | 25,151 | $902.0K | 0.71% | +25,151 | New |
| Marino, Stram & Associates LLC | 25,350 | $910.0K | 0.32% | +25,350 | New |
| Whittier Trust Co of Nevada Inc | 25,500 | $915.0K | 0.04% | 00.0% | Unchanged |
| Carret Asset Management, LLC | 27,095 | $972.0K | 0.13% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 27,280 | $979.0K | 0.00% | +1,775+7.0% | Added |
| Tocqueville Asset Management L.P. | 27,395 | $983.0K | 0.02% | +70+0.3% | Added |
| Gradient Capital Advisors, LLC | 29,831 | $1.07M | 0.51% | +3,629+13.9% | Added |
| Quent Capital, LLC | 31,800 | $1.14M | 0.24% | +10,869+51.9% | Added |
| Richard Bernstein Advisors LLC | 31,969 | $1.15M | 0.02% | −26−0.1% | Reduced |
| Cetera Investment Advisers | 32,580 | $1.17M | 0.02% | +1,110+3.5% | Added |
| Merit Financial Group, LLC | 32,795 | $1.18M | 0.04% | +8,936+37.5% | Added |
| Two Sigma Securities, LLC | 33,359 | $1.20M | 0.21% | +33,359 | New |
| Walkner Condon Financial Advisors LLC | 33,774 | $1.21M | 0.38% | +1,791+5.6% | Added |
| Simplicity Wealth,LLC | 35,045 | $1.26M | 1.83% | −37,769−51.9% | Reduced |
| Wealthcare Capital Management LLC | 36,900 | $1.32M | 0.15% | +36,900 | New |
| Merriman Wealth Management, LLC | 37,580 | $1.35M | 0.09% | −28,500−43.1% | Reduced |
| Choate Investment Advisors | 37,731 | $1.35M | 0.08% | +37,731 | New |
| Orion Portfolio Solutions, LLC | 38,446 | $1.38M | 0.06% | +2,529+7.0% | Added |
| Creative Planning | 39,504 | $1.42M | 0.00% | −5,983−13.2% | Reduced |
| Kingsview Wealth Management, LLC | 41,326 | $1.48M | 0.07% | −184−0.4% | Reduced |
| Edge Capital Group, LLC | 55,781 | $1.63M | 0.15% | +50,224+903.8% | Added |
| Integrated Advisors Network LLC | 45,556 | $1.64M | 0.11% | −1,480−3.1% | Reduced |
| AE Wealth Management LLC | 46,913 | $1.68M | 0.01% | −237,928−83.5% | Reduced |
| Acute Investment Advisory, LLC | 46,980 | $1.69M | 1.31% | −37,990−44.7% | Reduced |
| Derbend Asset Management | 47,459 | $1.70M | 1.42% | −66,873−58.5% | Reduced |
| IMC-Chicago, LLC | 47,727 | $1.71M | 0.16% | +47,727 | New |
| Franklin Resources Inc | 47,919 | $1.72M | 0.00% | +2,554+5.6% | Added |
| WFA of San Diego, LLC | 50,959 | $1.83M | 1.57% | −6,127−10.7% | Reduced |
| Tokio Marine Asset Management Co Ltd | 52,300 | $1.88M | 0.17% | −9,200−15.0% | Reduced |
| CX Institutional | 53,578 | $1.92M | 0.15% | +53,578 | New |
| Kraematon Investment Advisors, Inc | 53,811 | $1.93M | 2.24% | +53,811 | New |
| Betterment LLC | 54,061 | $1.94M | 0.01% | −2,646−4.7% | Reduced |
| Belpointe Asset Management LLC | 57,725 | $2.07M | 0.14% | −892−1.5% | Reduced |
| Jacobi Capital Management LLC | 57,928 | $2.08M | 0.28% | +57,928 | New |
| Atria Investments LLC | 62,426 | $2.24M | 0.05% | +21,481+52.5% | Added |
| Ssi Investment Management LLC | 64,928 | $2.33M | 0.15% | +1,644+2.6% | Added |
| Baker Ellis Asset Management LLC | 64,950 | $2.33M | 0.48% | +2,850+4.6% | Added |
| Cabot Wealth Management Inc | 66,068 | $2.37M | 0.38% | +1,006+1.5% | Added |
| Rockefeller Capital Management L.P. | 66,907 | $2.40M | 0.01% | +3,280+5.2% | Added |
| Fortis Advisors, LLC | 67,185 | $2.41M | 1.60% | +67,185 | New |
| Mission Creek Capital Partners, Inc. | 68,107 | $2.44M | 0.82% | −1,198−1.7% | Reduced |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 68,782 | $2.47M | 1.31% | −49,070−41.6% | Reduced |
| Marble Harbor Investment Counsel, LLC | 68,925 | $2.47M | 0.38% | 00.0% | Unchanged |
| Requisite Capital Management, LLC | 68,493 | $2.54M | 0.85% | +30,206+78.9% | Added |
| Evercore Wealth Management, LLC | 72,430 | $2.60M | 0.05% | +3,336+4.8% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 72,641 | $2.61M | 0.26% | +2,541+3.6% | Added |
| JPMorgan Chase & Co | 74,274 | $2.67M | 0.00% | +6,565+9.7% | Added |
| MML Investors Services, LLC | 74,500 | $2.67M | 0.02% | +5,181+7.5% | Added |
| Purus Wealth Management, LLC | 78,690 | $2.82M | 2.52% | −292−0.4% | Reduced |
| Mariner, LLC | 81,853 | $2.94M | 0.01% | −1,118−1.3% | Reduced |
| Scotia Capital Inc. | 83,725 | $3.00M | 0.02% | −18,484−18.1% | Reduced |
| BKD Wealth Advisors, LLC | 85,214 | $3.06M | 0.12% | +4,972+6.2% | Added |
| Baker Tilly Wealth Management, LLC | 85,853 | $3.08M | 0.40% | −31,215−26.7% | Reduced |
| PFG Private Wealth Management, LLC | 86,109 | $3.09M | 1.73% | +4,008+4.9% | Added |
| New York Life Investment Management LLC | 89,383 | $3.21M | 0.04% | +89,383 | New |
| Avantax Advisory Services, Inc. | 90,046 | $3.23M | 0.05% | −23,975−21.0% | Reduced |
| Pecaut & Co. | 90,206 | $3.24M | 1.82% | −8,893−9.0% | Reduced |
| Ci Investments Inc. | 92,534 | $3.32M | 0.02% | −15,000−13.9% | Reduced |
| Inspirion Wealth Advisors, LLC | 94,150 | $3.38M | 0.74% | +94,150 | New |
| Abbrea Capital, LLC | 96,111 | $3.45M | 0.57% | −2,717−2.7% | Reduced |
| Beacon Pointe Advisors, LLC | 97,821 | $3.52M | 0.07% | −6,224−6.0% | Reduced |
| Accretive Wealth Partners, LLC | 102,416 | $3.67M | 2.67% | +374+0.4% | Added |
| AlphaStar Capital Management, LLC | 103,914 | $3.73M | 0.34% | +47,244+83.4% | Added |
| Commonwealth Equity Services, LLC | 107,105 | $3.84M | 0.01% | −1,609−1.5% | Reduced |
| Financial Guidance Group, Inc. | 108,892 | $3.91M | 3.07% | +3,925+3.7% | Added |
| Advanced Research Investment Solutions, LLC | 111,495 | $4.00M | 2.22% | +8,622+8.4% | Added |
| E Fund Management Co., Ltd. | 112,379 | $4.03M | 0.37% | −16,430−12.8% | Reduced |
| Zhang Financial LLC | 121,667 | $4.37M | 0.70% | +109,705+917.1% | Added |
| Hudson Capital Management LLC | 126,465 | $4.54M | 2.16% | +3,620+2.9% | Added |
| Harbor Investment Advisory, LLC | 130,383 | $4.68M | 0.75% | +6,245+5.0% | Added |
| Glenview Trust Co | 139,500 | $5.00M | 0.18% | 00.0% | Unchanged |
| Wealth Advisory Solutions, LLC | 139,701 | $5.01M | 1.23% | +807+0.6% | Added |
| R. W. Roge & Company, Inc. | 154,273 | $5.54M | 3.80% | +154,273 | New |
| Retirement Income Solutions, Inc | 155,868 | $5.59M | 1.99% | +326+0.2% | Added |
| Synovus Financial Corp | 161,504 | $5.79M | 0.07% | −1,254−0.8% | Reduced |