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 |
|---|---|---|---|---|---|
| Wealthsource Partners, LLC | 6,706 | $241.0K | 0.02% | −43,138−86.5% | Reduced |
| BEAM Asset Management, LLC | 6,483 | $233.0K | 0.26% | −13,035−66.8% | Reduced |
| Lee Financial Co | 6,188 | $222.0K | 0.04% | +6,188 | New |
| Anchor Investment Management, LLC | 6,112 | $219.3K | 0.03% | 00.0% | Unchanged |
| Capital Analysts, LLC | 6,020 | $216.0K | 0.02% | +32+0.5% | Added |
| Mutual Advisors, LLC | 5,973 | $214.0K | 0.01% | +91+1.5% | Added |
| Advisors Capital Management, LLC | 5,803 | $208.0K | 0.01% | +5,803 | New |
| Washington Trust Advisors, Inc. | 5,766 | $207.0K | 0.02% | −1,064−15.6% | Reduced |
| McAdam, LLC | 5,700 | $205.0K | 0.02% | +5,700 | New |
| MSH Capital Advisors LLC | 5,652 | $202.8K | 0.09% | +221+4.1% | Added |
| Boston Private Wealth LLC | 5,643 | $202.0K | 0.00% | +5,643 | New |
| Equitable Holdings, Inc. | 5,600 | $201.0K | 0.00% | +5,600 | New |
| Covington Capital Management | 5,375 | $193.0K | 0.01% | −370−6.4% | Reduced |
| Private Trust Co NA | 5,288 | $190.0K | 0.03% | +5,288 | New |
| Vigilant Capital Management, LLC | 4,532 | $163.0K | 0.01% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 4,240 | $152.0K | 0.01% | +4,240 | New |
| Caldwell Trust Co | 4,231 | $151.8K | 0.02% | −3,400−44.6% | Reduced |
| Federation des caisses Desjardins du Quebec | 4,150 | $148.9K | 0.00% | −477−10.3% | Reduced |
| PDS Planning, Inc | 3,990 | $143.0K | 0.03% | +189+5.0% | Added |
| Northwestern Mutual Wealth Management Co | 3,512 | $126.0K | 0.00% | −314−8.2% | Reduced |
| Professional Financial Advisors, LLC | 3,284 | $118.0K | 0.07% | −5−0.2% | Reduced |
| Prospera Financial Services Inc | 3,021 | $108.0K | 0.01% | −320−9.6% | Reduced |
| Larson Financial Group LLC | 2,397 | $86.0K | 0.01% | +6+0.3% | Added |
| Glassman Wealth Services | 2,340 | $84.0K | 0.02% | +2,340 | New |
| Community Bank, N.A. | 2,129 | $77.0K | 0.01% | 00.0% | Unchanged |
| Birch Capital Management, LLC | 2,061 | $73.9K | 0.05% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 1,801 | $65.0K | 0.01% | −72−3.8% | Reduced |
| WestEnd Advisors, LLC | 1,613 | $57.9K | 0.00% | – | – |
| National Bank of Canada | 1,595 | $57.0K | 0.00% | −453−22.1% | Reduced |
| High Net Worth Advisory Group LLC | 1,500 | $54.0K | 0.02% | 00.0% | Unchanged |
| Huntington National Bank | – | $39.0K | 0.00% | – | – |
| Strategic Asset Management, LLC | 1,068 | $38.0K | 0.06% | 00.0% | Unchanged |
| Allworth Financial LP | 1,022 | $37.0K | 0.00% | +1,000+4,545.5% | Added |
| Geneos Wealth Management Inc. | 953 | $34.0K | 0.00% | −359−27.4% | Reduced |
| Carmichael Hill & Associates, Inc. | 839 | $30.0K | 0.02% | −838−50.0% | Reduced |
| Key Financial Inc | 837 | $30.0K | 0.02% | +837 | New |
| Baystate Wealth Management LLC | 804 | $29.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Global Retirement Partners, LLC | 729 | $26.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 726 | $26.0K | 0.00% | +726 | New |
| Beaird Harris Wealth Management, LLC | 710 | $25.0K | 0.01% | 00.0% | Unchanged |
| Legacy CG, LLC | 697 | $25.0K | 0.02% | +697 | New |
| Salem Investment Counselors Inc | 522 | $19.0K | 0.00% | +522 | New |
| HBC Financial Services, PLLC | 511 | $17.0K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 423 | $15.0K | 0.00% | −154−26.7% | Reduced |
| Bessemer Group Inc | 393 | $14.0K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 340 | $12.0K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 335 | $12.0K | 0.00% | +335 | New |
| CWM, LLC | 305 | $11.0K | 0.00% | −121−28.4% | Reduced |
| Fifth Third Bancorp | 238 | $9.00K | 0.00% | +238 | New |
| Financial Perspectives, Inc | 199 | $7.14K | 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 |
| Retirement Group, LLC | 169 | $6.00K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 191 | $6.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 129 | $5.00K | 0.00% | +43+50.0% | Added |
| American Portfolios Advisors | 116 | $4.16K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| 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 |
| Heritage Wealth Management, LLC | 43 | $1.54K | 0.00% | −338−88.7% | Reduced |
| Glen Eagle Advisors, LLC | 33 | $1.18K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 41 | $1.00K | 0.00% | +41 | New |
| Covestor Ltd | 23 | $1.00K | 0.00% | +23 | New |
| Sargent Bickham Lagudis LLC | 4 | $0 | 0.00% | −262−98.5% | Reduced |
| Syntal Capital Partners, LLC | 1,370 | – | – | +1,370 | New |
| Verus Capital Partners, LLC | 3,074 | – | – | +3,074 | New |
| Brookstone Capital Management | 0 | $0 | 0.00% | −303,715−100.0% | Sold out |
| Horizon Financial Services, LLC | 0 | $0 | 0.00% | −146,258−100.0% | Sold out |
| Evanson Asset Management, LLC | 0 | $0 | 0.00% | −96,927−100.0% | Sold out |
| Copperwynd Financial, LLC | 0 | $0 | 0.00% | −87,655−100.0% | Sold out |
| Upper Left Wealth Management, LLC | 0 | $0 | 0.00% | −83,757−100.0% | Sold out |
| Procyon Private Wealth Partners, LLC | 0 | $0 | 0.00% | −40,712−100.0% | Sold out |
| Lloyd Advisory Services, LLC. | 0 | $0 | 0.00% | −35,457−100.0% | Sold out |
| Mather Group, LLC. | 0 | $0 | 0.00% | −26,746−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −25,626−100.0% | Sold out |
| Columbus Macro, LLC | 0 | $0 | 0.00% | −20,333−100.0% | Sold out |
| Klingman & Associates, LLC | 0 | $0 | 0.00% | −14,381−100.0% | Sold out |
| ARGI Investment Services, LLC | 0 | $0 | 0.00% | −14,210−100.0% | Sold out |
| Davidson Investment Advisors | 0 | $0 | 0.00% | −12,814−100.0% | Sold out |
| Barnett & Company, Inc. | 0 | $0 | 0.00% | −11,052−100.0% | Sold out |
| New England Private Wealth Advisors LLC | 0 | $0 | 0.00% | −9,854−100.0% | Sold out |
| Colonial River Wealth Management, LLC | 0 | $0 | 0.00% | −9,418−100.0% | Sold out |
| Dynamic Advisor Solutions LLC | 0 | $0 | 0.00% | −9,336−100.0% | Sold out |
| WBH Advisory Inc | 0 | $0 | 0.00% | −8,927−100.0% | Sold out |
| Rothschild Investment Corp | 0 | $0 | 0.00% | −7,175−100.0% | Sold out |
| Truist Financial Corp | 0 | $0 | 0.00% | −6,355−100.0% | Sold out |
| World Equity Group, Inc. | 0 | $0 | 0.00% | −6,339−100.0% | Sold out |
| Secure Asset Management, LLC | 0 | $0 | 0.00% | −5,850−100.0% | Sold out |
| Provident Wealth Management, LLC | 0 | $0 | 0.00% | −5,517−100.0% | Sold out |
| Tradewinds Capital Management, LLC | 0 | $0 | 0.00% | −732−100.0% | Sold out |
| First Manhattan Co | 0 | $0 | 0.00% | −160−100.0% | Sold out |
| Power Corp of Canada | 0 | $0 | 0.00% | −145−100.0% | Sold out |