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, Q3 2022
Institutional positions in World Gold Trust as of Sep 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
- 255
- −18 vs. Q2 2022
- Shares held
- 87.3M
- +1.06M (+1.2%) vs. Q2 2022
- Total value
- $2.88B
- −$215.3M (−7.0%) vs. Q2 2022
- New holders
- 27
- 92 more added
- Sold out
- 45
- 86 more reduced
1 institution that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding World Gold Trust; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sumitomo Mitsui Trust Holdings, Inc. | 12,000,000 | $395.8M | 0.33% | +2,700,000+29.0% | Added |
| Wealthsimple Inc. | 5,859,730 | $193.3M | 7.19% | +133,049+2.3% | Added |
| Morgan Stanley | 5,307,142 | $175.0M | 0.02% | +2,391,397+82.0% | Added |
| Alaska Permanent Fund Corp | 5,224,000 | $172.3M | 3.09% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 4,509,671 | $148.6M | 6.00% | +312,312+7.4% | Added |
| Adventist Health System Sunbelt Healthcare Corp | 4,243,547 | $140.0M | 11.36% | +928,747+28.0% | Added |
| Toroso Investments, LLC | 3,788,822 | $125.0M | 5.19% | −67,563−1.8% | Reduced |
| RGT Wealth Advisors, LLC | 3,640,212 | $120.1M | 19.14% | +125,890+3.6% | Added |
| Bank of America Corp | 1,826,241 | $60.2M | 0.01% | +157,389+9.4% | Added |
| Asset Management One Co.,Ltd. | 1,803,631 | $59.5M | 0.30% | +842,024+87.6% | Added |
| Gradient Investments LLC | 1,783,099 | $58.8M | 1.80% | −32,110−1.8% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 1,705,612 | $56.3M | 0.15% | +38,070+2.3% | Added |
| Cohen & Steers, Inc. | 1,597,637 | $52.7M | 0.12% | +374,681+30.6% | Added |
| 3EDGE Asset Management, LP | 1,542,061 | $50.9M | 3.95% | −1,323,784−46.2% | Reduced |
| UBS Group AG | 1,503,251 | $49.6M | 0.03% | −361,255−19.4% | Reduced |
| Congress Wealth Management LLC | 1,440,597 | $47.5M | 1.28% | −410,009−22.2% | Reduced |
| Greenline Partners, LLC | 1,397,355 | $46.1M | 10.50% | +1,397,355 | New |
| State Street Corp | 1,147,537 | $37.8M | 0.00% | −1,146,512−50.0% | Reduced |
| Charles Schwab Investment Management Inc | 1,109,762 | $36.6M | 0.01% | +3,590+0.3% | Added |
| Ameriprise Financial Inc | 1,034,552 | $34.1M | 0.01% | +87,303+9.2% | Added |
| Bank of New York Mellon Corp | 1,002,691 | $33.1M | 0.01% | −24,117−2.3% | Reduced |
| Strategic Financial Services, Inc, | 995,266 | $32.8M | 2.90% | +33,491+3.5% | Added |
| Hollow Brook Wealth Management LLC | 946,588 | $31.2M | 17.72% | +78,983+9.1% | Added |
| American Investment Services, Inc. | 899,106 | $29.7M | 7.05% | +10,362+1.2% | Added |
| Richard C. Young & CO., LTD. | 870,117 | $28.7M | 4.39% | +12,390+1.4% | Added |
| LPL Financial LLC | 804,207 | $26.5M | 0.03% | −181,155−18.4% | Reduced |
| Royal Bank of Canada | 790,969 | $26.1M | 0.01% | −305,229−27.8% | Reduced |
| Envestnet Asset Management Inc | 647,687 | $21.4M | 0.01% | −82,565−11.3% | Reduced |
| Capital Planning Advisors, LLC | 561,264 | $18.5M | 4.97% | −189,669−25.3% | Reduced |
| Brandywine Oak Private Wealth LLC | 544,815 | $18.0M | 2.44% | +14,324+2.7% | Added |
| WCG Wealth Advisors LLC | 493,107 | $17.3M | 2.28% | −506,051−50.6% | Reduced |
| SNS Financial Group, LLC | 518,186 | $17.1M | 2.48% | +11,957+2.4% | Added |
| Assetmark, Inc | 508,437 | $16.8M | 0.08% | −38,991−7.1% | Reduced |
| PFS Investments Inc. | 505,554 | $16.7M | 0.30% | −5,056−1.0% | Reduced |
| MBL Wealth, LLC | 460,679 | $15.2M | 3.28% | +172,714+60.0% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 460,510 | $15.2M | 0.35% | +120,000+35.2% | Added |
| Raymond James Financial Services Advisors, Inc. | 448,471 | $14.8M | 0.03% | −561,285−55.6% | Reduced |
| Keudell/Morrison Wealth Management | 398,460 | $13.1M | 4.92% | +16,961+4.4% | Added |
| Private Advisor Group, LLC | 386,872 | $12.8M | 0.15% | −51,618−11.8% | Reduced |
| JNBA Financial Advisors | 384,845 | $12.7M | 1.96% | +16,756+4.6% | Added |
| Baird Financial Group, Inc. | 369,869 | $12.2M | 0.04% | +30,661+9.0% | Added |
| Joseph Group Capital Management | 365,431 | $12.1M | 13.15% | −8,113−2.2% | Reduced |
| SEI Investments Co | 354,883 | $11.7M | 0.03% | +90,463+34.2% | Added |
| Raymond James & Associates | 353,753 | $11.7M | 0.01% | −50,370−12.5% | Reduced |
| Parcion Private Wealth LLC | 349,183 | $11.5M | 1.31% | +131,484+60.4% | Added |
| AE Wealth Management LLC | 346,235 | $11.4M | 0.09% | +299,322+638.0% | Added |
| Eudaimonia Partners, LLC | 343,496 | $11.3M | 2.95% | +343,496 | New |
| Nottingham Advisors, Inc. | 341,809 | $11.3M | 1.63% | +7,284+2.2% | Added |
| Advisor Group Holdings, Inc. | 329,394 | $10.9M | 0.02% | −21,880−6.2% | Reduced |
| Gould Asset Management LLC | 306,477 | $10.1M | 3.43% | +11,450+3.9% | Added |
| Stifel Financial Corp | 288,251 | $9.51M | 0.02% | −13,135−4.4% | Reduced |
| Timber Creek Capital Management LLC | 281,111 | $9.27M | 3.67% | −111,719−28.4% | Reduced |
| Deutsche Bank AG | 273,250 | $9.01M | 0.01% | 00.0% | Unchanged |
| R. W. Roge & Company, Inc. | 270,687 | $9.01M | 6.38% | +116,414+75.5% | Added |
| Wells Fargo & Company | 259,731 | $8.57M | 0.00% | +1,910+0.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 251,411 | $8.29M | 0.05% | +12,572+5.3% | Added |
| Mercer Global Advisors Inc | 237,543 | $7.83M | 0.05% | −61,521−20.6% | Reduced |
| Financial Strategies Group, Inc. | 217,703 | $7.18M | 3.25% | −13,042−5.7% | Reduced |
| Warren Street Wealth Advisors, LLC | 210,774 | $6.95M | 7.01% | +5,053+2.5% | Added |
| CoreCap Advisors, LLC | 188,865 | $6.23M | 0.52% | +7,271+4.0% | Added |
| Compass Ion Advisors, LLC | 188,033 | $6.20M | 1.72% | +5,806+3.2% | Added |
| Synovus Financial Corp | 182,707 | $6.02M | 0.07% | +21,203+13.1% | Added |
| Versant Capital Management, Inc | 158,456 | $5.23M | 2.05% | −6,058−3.7% | Reduced |
| Retirement Income Solutions, Inc | 154,640 | $5.10M | 1.83% | −1,228−0.8% | Reduced |
| Wealth Advisory Solutions, LLC | 144,707 | $4.77M | 1.32% | +5,006+3.6% | Added |
| Glenview Trust Co | 139,500 | $4.60M | 0.17% | 00.0% | Unchanged |
| Goodman Advisory Group, LLC | 138,842 | $4.58M | 2.50% | −199,134−58.9% | Reduced |
| Harbor Investment Advisory, LLC | 137,634 | $4.54M | 0.75% | +7,251+5.6% | Added |
| Hudson Capital Management LLC | 128,479 | $4.24M | 2.11% | +2,014+1.6% | Added |
| Virtu Financial LLC | 127,691 | $4.21M | 0.39% | −151,186−54.2% | Reduced |
| Zhang Financial LLC | 122,012 | $4.02M | 0.61% | +345+0.3% | Added |
| New York Life Investment Management LLC | 115,492 | $3.81M | 0.05% | +26,109+29.2% | Added |
| Advanced Research Investment Solutions, LLC | 107,269 | $3.54M | 2.19% | −4,226−3.8% | Reduced |
| Financial Guidance Group, Inc. | 105,125 | $3.47M | 2.78% | −3,767−3.5% | Reduced |
| Commonwealth Equity Services, LLC | 104,623 | $3.45M | 0.01% | −2,482−2.3% | Reduced |
| Accretive Wealth Partners, LLC | 103,664 | $3.42M | 2.60% | +1,248+1.2% | Added |
| Pecaut & Co. | 102,207 | $3.37M | 1.79% | +12,001+13.3% | Added |
| Flow Traders U.S. LLC | 101,860 | $3.36M | 0.18% | +101,860 | New |
| E Fund Management Co., Ltd. | 101,236 | $3.34M | 0.31% | −11,143−9.9% | Reduced |
| Ci Investments Inc. | 92,534 | $3.05M | 0.02% | 00.0% | Unchanged |
| Inspirion Wealth Advisors, LLC | 91,578 | $3.02M | 0.68% | −2,572−2.7% | Reduced |
| Avantax Advisory Services, Inc. | 91,431 | $3.02M | 0.05% | +1,385+1.5% | Added |
| Abbrea Capital, LLC | 86,724 | $2.86M | 0.54% | −9,387−9.8% | Reduced |
| Upper Left Wealth Management, LLC | 83,495 | $2.81M | 3.65% | +83,495 | New |
| BKD Wealth Advisors, LLC | 82,409 | $2.72M | 0.11% | −2,805−3.3% | Reduced |
| Mariner, LLC | 82,256 | $2.71M | 0.01% | +403+0.5% | Added |
| Purus Wealth Management, LLC | 77,840 | $2.57M | 2.36% | −850−1.1% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 76,640 | $2.53M | 0.21% | +3,999+5.5% | Added |
| Stapp Wealth Management, PLLC | 76,169 | $2.51M | 7.33% | +76,169 | New |
| Beacon Pointe Advisors, LLC | 75,881 | $2.50M | 0.06% | −21,940−22.4% | Reduced |
| Evercore Wealth Management, LLC | 75,831 | $2.50M | 0.06% | +3,401+4.7% | Added |
| Scotia Capital Inc. | 75,130 | $2.48M | 0.02% | −8,595−10.3% | Reduced |
| Mission Creek Capital Partners, Inc. | 70,115 | $2.31M | 0.87% | +2,008+2.9% | Added |
| Marble Harbor Investment Counsel, LLC | 69,425 | $2.29M | 0.35% | +500+0.7% | Added |
| Fortis Advisors, LLC | 68,638 | $2.26M | 1.62% | +1,453+2.2% | Added |
| Cabot Wealth Management Inc | 68,391 | $2.26M | 0.38% | +2,323+3.5% | Added |
| Advisory Alpha, LLC | 68,099 | $2.25M | 0.17% | +68,099 | New |
| MML Investors Services, LLC | 66,275 | $2.19M | 0.02% | −8,225−11.0% | Reduced |
| Jacobi Capital Management LLC | 60,989 | $2.01M | 0.28% | +3,061+5.3% | Added |
| Baker Tilly Wealth Management, LLC | 60,680 | $2.00M | 0.27% | −25,173−29.3% | Reduced |