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 |
|---|---|---|---|---|---|
| JPMorgan Chase & Co | 74,274 | $2.67M | 0.00% | +6,565+9.7% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 72,641 | $2.61M | 0.26% | +2,541+3.6% | Added |
| Evercore Wealth Management, LLC | 72,430 | $2.60M | 0.05% | +3,336+4.8% | Added |
| Requisite Capital Management, LLC | 68,493 | $2.54M | 0.85% | +30,206+78.9% | Added |
| Marble Harbor Investment Counsel, LLC | 68,925 | $2.47M | 0.38% | 00.0% | Unchanged |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 68,782 | $2.47M | 1.31% | −49,070−41.6% | Reduced |
| Mission Creek Capital Partners, Inc. | 68,107 | $2.44M | 0.82% | −1,198−1.7% | Reduced |
| Fortis Advisors, LLC | 67,185 | $2.41M | 1.60% | +67,185 | New |
| Rockefeller Capital Management L.P. | 66,907 | $2.40M | 0.01% | +3,280+5.2% | Added |
| Cabot Wealth Management Inc | 66,068 | $2.37M | 0.38% | +1,006+1.5% | 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 |
| Atria Investments LLC | 62,426 | $2.24M | 0.05% | +21,481+52.5% | Added |
| Jacobi Capital Management LLC | 57,928 | $2.08M | 0.28% | +57,928 | New |
| Belpointe Asset Management LLC | 57,725 | $2.07M | 0.14% | −892−1.5% | Reduced |
| Betterment LLC | 54,061 | $1.94M | 0.01% | −2,646−4.7% | Reduced |
| Kraematon Investment Advisors, Inc | 53,811 | $1.93M | 2.24% | +53,811 | New |
| CX Institutional | 53,578 | $1.92M | 0.15% | +53,578 | New |
| Tokio Marine Asset Management Co Ltd | 52,300 | $1.88M | 0.17% | −9,200−15.0% | Reduced |
| WFA of San Diego, LLC | 50,959 | $1.83M | 1.57% | −6,127−10.7% | Reduced |
| Franklin Resources Inc | 47,919 | $1.72M | 0.00% | +2,554+5.6% | Added |
| IMC-Chicago, LLC | 47,727 | $1.71M | 0.16% | +47,727 | New |
| Derbend Asset Management | 47,459 | $1.70M | 1.42% | −66,873−58.5% | Reduced |
| Acute Investment Advisory, LLC | 46,980 | $1.69M | 1.31% | −37,990−44.7% | Reduced |
| AE Wealth Management LLC | 46,913 | $1.68M | 0.01% | −237,928−83.5% | Reduced |
| Integrated Advisors Network LLC | 45,556 | $1.64M | 0.11% | −1,480−3.1% | Reduced |
| Edge Capital Group, LLC | 55,781 | $1.63M | 0.15% | +50,224+903.8% | Added |
| Kingsview Wealth Management, LLC | 41,326 | $1.48M | 0.07% | −184−0.4% | Reduced |
| Creative Planning | 39,504 | $1.42M | 0.00% | −5,983−13.2% | Reduced |
| Orion Portfolio Solutions, LLC | 38,446 | $1.38M | 0.06% | +2,529+7.0% | Added |
| Choate Investment Advisors | 37,731 | $1.35M | 0.08% | +37,731 | New |
| Merriman Wealth Management, LLC | 37,580 | $1.35M | 0.09% | −28,500−43.1% | Reduced |
| Wealthcare Capital Management LLC | 36,900 | $1.32M | 0.15% | +36,900 | New |
| Simplicity Wealth,LLC | 35,045 | $1.26M | 1.83% | −37,769−51.9% | Reduced |
| Walkner Condon Financial Advisors LLC | 33,774 | $1.21M | 0.38% | +1,791+5.6% | Added |
| Two Sigma Securities, LLC | 33,359 | $1.20M | 0.21% | +33,359 | New |
| Merit Financial Group, LLC | 32,795 | $1.18M | 0.04% | +8,936+37.5% | Added |
| Cetera Investment Advisers | 32,580 | $1.17M | 0.02% | +1,110+3.5% | Added |
| Richard Bernstein Advisors LLC | 31,969 | $1.15M | 0.02% | −26−0.1% | Reduced |
| Quent Capital, LLC | 31,800 | $1.14M | 0.24% | +10,869+51.9% | Added |
| Gradient Capital Advisors, LLC | 29,831 | $1.07M | 0.51% | +3,629+13.9% | Added |
| Tocqueville Asset Management L.P. | 27,395 | $983.0K | 0.02% | +70+0.3% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 27,280 | $979.0K | 0.00% | +1,775+7.0% | Added |
| Carret Asset Management, LLC | 27,095 | $972.0K | 0.13% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 25,500 | $915.0K | 0.04% | 00.0% | Unchanged |
| Marino, Stram & Associates LLC | 25,350 | $910.0K | 0.32% | +25,350 | New |
| Acorn Wealth Advisors, LLC | 25,151 | $902.0K | 0.71% | +25,151 | New |
| Flagship Harbor Advisors, LLC | 24,047 | $863.0K | 0.10% | +24,047 | New |
| Brinker Capital Investments, LLC | 24,001 | $861.0K | 0.02% | 00.0% | Unchanged |
| 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 |
| Kestra Advisory Services, LLC | 23,320 | $837.0K | 0.01% | +5,136+28.2% | Added |
| Kendall Capital Management | 22,534 | $809.0K | 0.45% | −11,335−33.5% | Reduced |
| Continuum Advisory, LLC | 22,480 | $807.0K | 0.15% | −10,289−31.4% | Reduced |
| Diligent Investors, LLC | 22,038 | $791.0K | 0.27% | −350−1.6% | Reduced |
| Petix & Botte Co | 18,785 | $674.0K | 0.50% | +18,785 | New |
| Western Wealth Management, LLC | 18,428 | $640.0K | 0.04% | +3,444+23.0% | Added |
| Central Trust Co | 17,179 | $617.0K | 0.02% | +17,179 | New |
| Global Wealth Management Investment Advisory, Inc. | 17,122 | $614.0K | 0.21% | +2,045+13.6% | Added |
| IFP Advisors, Inc | 14,947 | $585.0K | 0.02% | −34,547−69.8% | Reduced |
| Sargent Investment Group, LLC | 16,135 | $579.0K | 0.18% | −1,025−6.0% | Reduced |
| Formidable Asset Management, LLC | 16,365 | $573.0K | 0.13% | −244−1.5% | Reduced |
| Robinson Value Management, Ltd. | 15,692 | $563.0K | 0.52% | +466+3.1% | Added |
| Brown Advisory Inc | 15,659 | $562.0K | 0.00% | +15,659 | New |
| Harbour Investments, Inc. | 14,766 | $530.0K | 0.04% | +14,766 | New |
| Northern Trust Corp | 14,587 | $523.0K | 0.00% | +4,894+50.5% | Added |
| Pathway Financial Advisors LLC | 14,409 | $517.0K | 0.22% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 14,261 | $512.0K | 0.04% | +177+1.3% | Added |
| SeaCrest Wealth Management, LLC | 14,011 | $503.0K | 0.06% | −5,754−29.1% | Reduced |
| Catalyst Private Wealth, LLC | 13,372 | $480.0K | 0.34% | 00.0% | Unchanged |
| Colony Group LLC | 12,990 | $466.0K | 0.01% | +5,957+84.7% | Added |
| Segment Wealth Management, LLC | 12,900 | $463.0K | 0.06% | 00.0% | Unchanged |
| Independent Advisor Alliance | 12,000 | $431.0K | 0.02% | −1,801−13.0% | Reduced |
| Vista Wealth Management Group, LLC | 12,000 | $413.0K | 0.06% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 11,460 | $411.0K | 0.18% | +11,460 | New |
| The PNC Financial Services Group, Inc. | 11,367 | $408.0K | 0.00% | +81+0.7% | Added |
| Weil Company, Inc. | 11,133 | $399.0K | 0.22% | 00.0% | Unchanged |
| USAdvisors Wealth Management, LLC | 11,037 | $396.0K | 0.20% | +5,150+87.5% | Added |
| Veritable, L.P. | 10,750 | $386.0K | 0.01% | 00.0% | Unchanged |
| Boenning & Scattergood, Inc. | 10,561 | $379.0K | 0.07% | −1,360−11.4% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 10,546 | $378.0K | 0.02% | −2,244−17.5% | Reduced |
| Michael B. Yongue | 10,411 | $374.0K | 0.33% | +4,892+88.6% | Added |
| FirstPurpose Wealth LLC | 10,083 | $362.0K | 0.24% | −2,185−17.8% | Reduced |
| First Heartland Consultants, Inc. | 10,061 | $360.0K | 0.06% | +10,061 | New |
| Latitude Advisors, LLC | 9,313 | $334.0K | 0.31% | −14,777−61.3% | Reduced |
| Carolinas Wealth Consulting LLC | 9,124 | $327.0K | 0.08% | +4,182+84.6% | Added |
| Essex Financial Services, Inc. | 8,864 | $318.0K | 0.04% | +511+6.1% | Added |
| Lido Advisors, LLC | 8,858 | $317.0K | 0.01% | −1,034−10.5% | Reduced |
| Lansing Street Advisors | 8,723 | $313.0K | 0.24% | 00.0% | Unchanged |
| Washington Trust Co | 8,558 | $307.0K | 0.01% | +8,558 | New |
| Citadel Advisors LLC | 8,367 | $300.0K | 0.00% | −1,613−16.2% | Reduced |
| Windsor Group LTD | 7,979 | $276.0K | 0.07% | −177,908−95.7% | Reduced |
| Valtinson Bruner Financial Planning LLC | 7,626 | $274.0K | 0.17% | +7,626 | New |
| Cetera Advisor Networks LLC | 7,493 | $269.0K | 0.00% | +1,863+33.1% | Added |
| First National Corp | 7,459 | $268.0K | 0.07% | +7,459 | New |
| Total Investment Management Inc | 7,331 | $263.0K | 0.05% | +7,331 | New |
| Park Avenue Securities LLC | 7,275 | $261.0K | 0.01% | +951+15.0% | Added |
| 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 |
| SFG Wealth Management, LLC. | 6,984 | $251.0K | 0.29% | +6,984 | New |