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
- +1.55M (+1.8%) vs. Q2 2022
- Total value
- $2.88B
- −$196.9M (−6.4%) 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 | 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, 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 |
|---|---|---|---|---|---|
| PFG Private Wealth Management, LLC | 7 | $0 | 0.00% | −86,102−100.0% | Reduced |
| Sargent Bickham Lagudis LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Cetera Advisors LLC | 7,570 | $0 | 0.00% | +7,570 | New |
| Brown, Lisle/Cummings, Inc. | 23 | $759 | 0.00% | +23 | New |
| Cetera Investment Advisers | 40,682 | $1.00K | 0.00% | +8,102+24.9% | Added |
| Heritage Wealth Management, LLC | 43 | $1.00K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 26 | $1.00K | 0.00% | +26 | New |
| Pacifica Partners Inc. | 77 | $2.00K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 84 | $2.00K | 0.00% | +84 | New |
| Parallel Advisors, LLC | 46 | $2.00K | 0.00% | +46 | New |
| Bogart Wealth, LLC | 71 | $2.00K | 0.00% | +71 | New |
| Beacon Capital Management, LLC | 54 | $2.00K | 0.00% | +54 | New |
| Sandy Spring Bank | 82 | $3.00K | 0.00% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 81 | $3.00K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 104 | $3.43K | 0.00% | +71+215.2% | Added |
| American Portfolios Advisors | 116 | $3.83K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 129 | $4.00K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 128 | $4.00K | 0.00% | +3+2.4% | Added |
| Citigroup Inc | 112 | $4.00K | 0.00% | +29+34.9% | Added |
| Ancora Advisors, LLC | 189 | $6.00K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 174 | $6.00K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 191 | $7.00K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 217 | $7.16K | 0.00% | +18+9.0% | Added |
| Fifth Third Bancorp | 238 | $8.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 286 | $9.00K | 0.00% | −54−15.9% | Reduced |
| GPS Wealth Strategies Group, LLC | 335 | $11.0K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 404 | $13.0K | 0.00% | −19−4.5% | Reduced |
| HBC Financial Services, PLLC | 511 | $16.0K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 589 | $19.0K | 0.00% | −205−25.8% | Reduced |
| CWM, LLC | 612 | $20.0K | 0.00% | +307+100.7% | Added |
| Beaird Harris Wealth Management, LLC | 710 | $23.0K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 729 | $24.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 759 | $25.0K | 0.00% | −194−20.4% | Reduced |
| Private Ocean, LLC | 808 | $26.0K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 804 | $27.0K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 839 | $28.0K | 0.02% | 00.0% | Unchanged |
| Key Financial Inc | 837 | $28.0K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 1,022 | $34.0K | 0.00% | 00.0% | Unchanged |
| Strategic Asset Management, LLC | 1,068 | $35.0K | 0.06% | 00.0% | Unchanged |
| Huntington National Bank | – | $36.0K | 0.00% | – | – |
| High Net Worth Advisory Group LLC | 1,500 | $49.0K | 0.02% | 00.0% | Unchanged |
| National Bank of Canada | 1,663 | $55.0K | 0.00% | +68+4.3% | Added |
| Stonebridge Capital Advisors LLC | 1,801 | $59.0K | 0.01% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 1,925 | $63.0K | 0.00% | −2,315−54.6% | Reduced |
| Birch Capital Management, LLC | 2,061 | $68.0K | 0.05% | 00.0% | Unchanged |
| Community Bank, N.A. | 2,184 | $72.0K | 0.01% | +55+2.6% | Added |
| Larson Financial Group LLC | 2,403 | $79.0K | 0.01% | +6+0.3% | Added |
| Glassman Wealth Services | 2,401 | $79.0K | 0.02% | +61+2.6% | Added |
| Professional Financial Advisors, LLC | 3,266 | $108.0K | 0.07% | −18−0.5% | Reduced |
| Spire Wealth Management | 3,406 | $112.0K | 0.01% | +2,680+369.1% | Added |
| Northwestern Mutual Wealth Management Co | 3,531 | $116.0K | 0.00% | +19+0.5% | Added |
| Federation des caisses Desjardins du Quebec | 3,863 | $127.4K | 0.00% | −287−6.9% | Reduced |
| Caldwell Trust Co | 4,231 | $139.5K | 0.02% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 4,281 | $141.0K | 0.04% | −4,843−53.1% | Reduced |
| PDS Planning, Inc | 4,364 | $144.0K | 0.03% | +374+9.4% | Added |
| Vigilant Capital Management, LLC | 4,532 | $149.0K | 0.01% | 00.0% | Unchanged |
| Covington Capital Management | 4,875 | $161.0K | 0.01% | −500−9.3% | Reduced |
| WestEnd Advisors, LLC | 5,292 | $175.0K | 0.01% | +3,679+228.1% | Added |
| Van Eck Associates Corp | 5,993 | $198.0K | 0.00% | +5,993 | New |
| Washington Trust Advisors, Inc. | 6,035 | $199.0K | 0.02% | +269+4.7% | Added |
| Capital Analysts, LLC | 6,082 | $201.0K | 0.01% | +62+1.0% | Added |
| Anchor Investment Management, LLC | 6,112 | $201.6K | 0.03% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 6,116 | $202.0K | 0.03% | −27,243−81.7% | Reduced |
| Lee Financial Co | 6,188 | $204.0K | 0.04% | 00.0% | Unchanged |
| BEAM Asset Management, LLC | 6,599 | $218.0K | 0.24% | +116+1.8% | Added |
| Iron Financial, LLC | 6,717 | $222.0K | 0.12% | −440−6.1% | Reduced |
| McAdam, LLC | 6,837 | $225.0K | 0.02% | +1,137+19.9% | Added |
| Mather Group, LLC. | 6,881 | $227.0K | 0.00% | +6,881 | New |
| MSH Capital Advisors LLC | 7,119 | $234.8K | 0.12% | +1,467+26.0% | Added |
| Csenge Advisory Group | 7,141 | $236.0K | 0.02% | +7,141 | New |
| Derbend Asset Management | 7,253 | $239.0K | 0.19% | −40,206−84.7% | Reduced |
| Total Investment Management Inc | 7,331 | $242.0K | 0.05% | 00.0% | Unchanged |
| Brown Miller Wealth Management, LLC | 7,374 | $243.0K | 0.17% | +7,374 | New |
| FirstPurpose Wealth LLC | 7,525 | $248.0K | 0.16% | −2,558−25.4% | Reduced |
| Windsor Group LTD | 7,397 | $249.0K | 0.06% | −582−7.3% | Reduced |
| Appleton Partners Inc | 8,293 | $274.0K | 0.03% | +8,293 | New |
| Essex Financial Services, Inc. | 8,422 | $278.0K | 0.03% | −442−5.0% | Reduced |
| Washington Trust Co | 8,558 | $282.0K | 0.01% | 00.0% | Unchanged |
| Lansing Street Advisors | 8,723 | $288.0K | 0.22% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 8,759 | $289.0K | 0.00% | +1,266+16.9% | Added |
| Mitchell McLeod Pugh & Williams Inc | 8,855 | $292.0K | 0.11% | +8,855 | New |
| Householder Group Estate & Retirement Specialist, LLC | 9,032 | $297.0K | 0.12% | −2,428−21.2% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 9,273 | $306.0K | 0.00% | −18,007−66.0% | Reduced |
| Lido Advisors, LLC | 9,296 | $306.0K | 0.01% | +438+4.9% | Added |
| Advisors Capital Management, LLC | 9,013 | $317.0K | 0.01% | +3,210+55.3% | Added |
| First Heartland Consultants, Inc. | 9,879 | $325.0K | 0.05% | −182−1.8% | Reduced |
| Boenning & Scattergood, Inc. | 10,017 | $330.0K | 0.07% | −544−5.2% | Reduced |
| Veritable, L.P. | 10,750 | $355.0K | 0.01% | 00.0% | Unchanged |
| Michael B. Yongue | 10,798 | $356.0K | 0.35% | +387+3.7% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 11,329 | $374.0K | 0.02% | +783+7.4% | Added |
| The PNC Financial Services Group, Inc. | 11,376 | $376.0K | 0.00% | +9+0.1% | Added |
| Weil Company, Inc. | 11,403 | $376.0K | 0.23% | +270+2.4% | Added |
| Vista Wealth Management Group, LLC | 12,000 | $393.0K | 0.05% | 00.0% | Unchanged |
| Financial Enhancement Group LLC | 12,364 | $408.0K | 0.09% | −279,091−95.8% | Reduced |
| Independent Advisor Alliance | 12,365 | $408.0K | 0.02% | +365+3.0% | Added |
| Ford Financial Group, LLC | 12,750 | $420.0K | 0.17% | +12,750 | New |
| Colony Group LLC | 12,812 | $423.0K | 0.01% | −178−1.4% | Reduced |
| Segment Wealth Management, LLC | 12,900 | $425.0K | 0.05% | 00.0% | Unchanged |
| IFP Advisors, Inc | 10,546 | $435.0K | 0.01% | −4,401−29.4% | Reduced |
| Buckingham Strategic Partners | 14,261 | $470.0K | 0.03% | 00.0% | Unchanged |