Skip to main content

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.

Q3 2022 vs. Q2 2022

How the institutions holding World Gold Trust changed between Q2 2022 and Q3 2022.

All holders in Q3 2022All holders in Q2 2022

13F holders of GLDM: Q2 2022 compared with Q3 2022
MeasureQ2 2022Of which not filed for Q3 2022Q3 2022Change
Holders2741255−18
Shares86.1M311.9K87.3M+1.55M (+1.8%)
Value$3.09B$11.2M$2.88B−$196.9M (−6.4%)

1 institution that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so the changes leave them out.

New holders (27)

Institutions that held World Gold Trust at the end of Q3 2022 but not at the end of Q2 2022.

Institutions new to GLDM in Q3 2022
InstitutionSharesValue% of portfolio
Greenline Partners, LLC1,397,355$46.1M10.50%
Eudaimonia Partners, LLC343,496$11.3M2.95%
Flow Traders U.S. LLC101,860$3.36M0.18%
Upper Left Wealth Management, LLC83,495$2.81M3.65%
Stapp Wealth Management, PLLC76,169$2.51M7.33%
Advisory Alpha, LLC68,099$2.25M0.17%
Cambridge Associates LLC51,396$1.70M0.14%
Fure Financial Corp35,340$1.17M0.96%
Brookstone Capital Management31,833$1.06M0.02%
Colonial River Wealth Management, LLC30,278$999.0K0.70%
Susquehanna International Group, LLP25,065$827.0K0.00%
ARGI Investment Services, LLC24,308$802.0K0.03%
Mangham Associates,LLC24,082$794.0K0.94%
Ford Financial Group, LLC12,750$420.0K0.17%
Mitchell McLeod Pugh & Williams Inc8,855$292.0K0.11%
Appleton Partners Inc8,293$274.0K0.03%
Brown Miller Wealth Management, LLC7,374$243.0K0.17%
Csenge Advisory Group7,141$236.0K0.02%
Mather Group, LLC.6,881$227.0K0.00%
Van Eck Associates Corp5,993$198.0K0.00%
First Manhattan Co84$2.00K0.00%
Parallel Advisors, LLC46$2.00K0.00%
Bogart Wealth, LLC71$2.00K0.00%
Beacon Capital Management, LLC54$2.00K0.00%
Center for Financial Planning, Inc.26$1.00K0.00%
Brown, Lisle/Cummings, Inc.23$7590.00%
Cetera Advisors LLC7,570$00.00%

Sold out (45)

Institutions that held World Gold Trust at the end of Q2 2022 and filed for Q3 2022 without it.

Institutions that sold out of GLDM in Q3 2022
InstitutionShares, Q2 2022Value, Q2 2022
Burt Wealth Advisors595,505$21.4M
Exchange Traded Concepts, LLC581,246$20.9M
Beaumont Financial Partners, LLC278,597$10.0M
Coco Enterprises, LLC272,473$9.77M
Peak Financial Advisors LLC240,451$8.63M
Clark Capital Management Group, Inc.237,186$8.51M
B&D White Capital Company, LLC226,442$8.12M
AlphaStar Capital Management, LLC103,914$3.73M
Requisite Capital Management, LLC68,493$2.54M
Ssi Investment Management LLC64,928$2.33M
Edge Capital Group, LLC55,781$1.63M
Kingsview Wealth Management, LLC41,326$1.48M
Merriman Wealth Management, LLC37,580$1.35M
Wealthcare Capital Management LLC36,900$1.32M
Marino, Stram & Associates LLC25,350$910.0K
First Hawaiian Bank23,403$839.0K
Western Wealth Management, LLC18,428$640.0K
Northern Trust Corp14,587$523.0K
SeaCrest Wealth Management, LLC14,011$503.0K
Catalyst Private Wealth, LLC13,372$480.0K
USAdvisors Wealth Management, LLC11,037$396.0K
Latitude Advisors, LLC9,313$334.0K
Citadel Advisors LLC8,367$300.0K
Valtinson Bruner Financial Planning LLC7,626$274.0K
First National Corp7,459$268.0K
Park Avenue Securities LLC7,275$261.0K
Wealth Management Solutions, LLC7,163$257.0K
SFG Wealth Management, LLC.6,984$251.0K
Wealthsource Partners, LLC6,706$241.0K
Mutual Advisors, LLC5,973$214.0K
Boston Private Wealth LLC5,643$202.0K
Equitable Holdings, Inc.5,600$201.0K
Private Trust Co NA5,288$190.0K
Prospera Financial Services Inc3,021$108.0K
Legacy CG, LLC697$25.0K
Salem Investment Counselors Inc522$19.0K
Bessemer Group Inc393$14.0K
Retirement Group, LLC169$6.00K
Patriot Financial Group Insurance Agency, LLC125$4.00K
Signaturefd, LLC63$2.00K
Macroview Investment Management LLC62$2.00K
Horan Securities, Inc.47$2.00K
TCI Wealth Advisors, Inc.41$1.00K
Covestor Ltd23$1.00K
Verus Capital Partners, LLC3,074–

Not filed for Q3 2022 yet (1)

Institutions that held World Gold Trust at the end of Q2 2022 and haven't filed a 13F for Q3 2022. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding GLDM in Q2 2022 that haven't filed for Q3 2022
InstitutionShares, Q2 2022Value, Q2 2022
January Capital Advisors LLC311,912$11.2M