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 |
|---|---|---|---|---|---|
| Pathway Financial Advisors LLC | 14,409 | $475.0K | 0.16% | 00.0% | Unchanged |
| Stansberry Asset Management, LLC | 14,940 | $493.0K | 0.11% | −211,264−93.4% | Reduced |
| Continuum Advisory, LLC | 15,000 | $495.0K | 0.09% | −7,480−33.3% | Reduced |
| Kestra Advisory Services, LLC | 15,501 | $511.0K | 0.01% | −7,819−33.5% | Reduced |
| Formidable Asset Management, LLC | 16,002 | $527.0K | 0.12% | −363−2.2% | Reduced |
| Robinson Value Management, Ltd. | 15,995 | $528.0K | 0.53% | +303+1.9% | Added |
| Harbour Investments, Inc. | 14,766 | $530.0K | 0.04% | 00.0% | Unchanged |
| IMC-Chicago, LLC | 16,355 | $539.0K | 0.05% | −31,372−65.7% | Reduced |
| Sargent Investment Group, LLC | 16,135 | $549.0K | 0.17% | 00.0% | Unchanged |
| Central Trust Co | 16,776 | $554.0K | 0.02% | −403−2.3% | Reduced |
| Brown Advisory Inc | 16,950 | $559.0K | 0.00% | +1,291+8.2% | Added |
| Global Wealth Management Investment Advisory, Inc. | 19,207 | $633.0K | 0.23% | +2,085+12.2% | Added |
| Petix & Botte Co | 19,355 | $638.0K | 0.49% | +570+3.0% | Added |
| JPMorgan Chase & Co | 20,765 | $685.0K | 0.00% | −53,509−72.0% | Reduced |
| Diligent Investors, LLC | 21,038 | $694.0K | 0.25% | −1,000−4.5% | Reduced |
| CX Institutional | 22,676 | $748.0K | 0.05% | −30,902−57.7% | Reduced |
| Kendall Capital Management | 23,279 | $768.0K | 0.45% | +745+3.3% | Added |
| CIBC Private Wealth Group, LLC | 23,372 | $771.0K | 0.00% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 23,815 | $785.0K | 0.09% | −232−1.0% | Reduced |
| Brinker Capital Investments, LLC | 24,001 | $792.0K | 0.02% | 00.0% | Unchanged |
| Mangham Associates,LLC | 24,082 | $794.0K | 0.94% | +24,082 | New |
| Laurel Wealth Advisors, Inc. | 24,181 | $797.0K | 0.08% | −253,827−91.3% | Reduced |
| ARGI Investment Services, LLC | 24,308 | $802.0K | 0.03% | +24,308 | New |
| Carret Asset Management, LLC | 24,845 | $819.0K | 0.12% | −2,250−8.3% | Reduced |
| Susquehanna International Group, LLP | 25,065 | $827.0K | 0.00% | +25,065 | New |
| Acorn Wealth Advisors, LLC | 25,179 | $830.0K | 0.68% | +28+0.1% | Added |
| Whittier Trust Co of Nevada Inc | 25,500 | $841.0K | 0.04% | 00.0% | Unchanged |
| Tocqueville Asset Management L.P. | 27,397 | $904.0K | 0.02% | +20.0% | Added |
| Colonial River Wealth Management, LLC | 30,278 | $999.0K | 0.70% | +30,278 | New |
| Gradient Capital Advisors, LLC | 31,740 | $1.05M | 0.50% | +1,909+6.4% | Added |
| Brookstone Capital Management | 31,833 | $1.06M | 0.02% | +31,833 | New |
| Merit Financial Group, LLC | 32,795 | $1.08M | 0.05% | 00.0% | Unchanged |
| Simplicity Wealth,LLC | 33,836 | $1.12M | 1.50% | −1,209−3.4% | Reduced |
| Fure Financial Corp | 35,340 | $1.17M | 0.96% | +35,340 | New |
| Richard Bernstein Advisors LLC | 35,746 | $1.18M | 0.03% | +3,777+11.8% | Added |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 36,496 | $1.20M | 0.69% | −32,286−46.9% | Reduced |
| Choate Investment Advisors | 37,716 | $1.24M | 0.08% | −150.0% | Reduced |
| Creative Planning | 39,114 | $1.29M | 0.00% | −390−1.0% | Reduced |
| Walkner Condon Financial Advisors LLC | 39,246 | $1.29M | 0.42% | +5,472+16.2% | Added |
| Orion Portfolio Solutions, LLC | 39,414 | $1.30M | 0.05% | +968+2.5% | Added |
| Acute Investment Advisory, LLC | 43,633 | $1.44M | 1.03% | −3,347−7.1% | Reduced |
| Quent Capital, LLC | 45,298 | $1.49M | 0.31% | +13,498+42.4% | Added |
| Integrated Advisors Network LLC | 45,461 | $1.50M | 0.10% | −95−0.2% | Reduced |
| Atria Investments LLC | 46,756 | $1.54M | 0.03% | −15,670−25.1% | Reduced |
| Franklin Resources Inc | 47,919 | $1.58M | 0.00% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 49,600 | $1.64M | 0.14% | −2,700−5.2% | Reduced |
| Kraematon Investment Advisors, Inc | 51,311 | $1.69M | 2.18% | −2,500−4.6% | Reduced |
| Cambridge Associates LLC | 51,396 | $1.70M | 0.14% | +51,396 | New |
| Wealthcare Advisory Partners LLC | 53,111 | $1.75M | 0.10% | −536,339−91.0% | Reduced |
| WFA of San Diego, LLC | 53,999 | $1.78M | 1.60% | +3,040+6.0% | Added |
| Belpointe Asset Management LLC | 58,252 | $1.92M | 0.13% | +527+0.9% | Added |
| Rockefeller Capital Management L.P. | 58,447 | $1.93M | 0.01% | −8,460−12.6% | Reduced |
| Betterment LLC | 54,061 | $1.94M | 0.01% | 00.0% | Unchanged |
| Baker Ellis Asset Management LLC | 60,350 | $1.99M | 0.43% | −4,600−7.1% | Reduced |
| Baker Tilly Wealth Management, LLC | 60,680 | $2.00M | 0.27% | −25,173−29.3% | Reduced |
| Jacobi Capital Management LLC | 60,989 | $2.01M | 0.28% | +3,061+5.3% | Added |
| MML Investors Services, LLC | 66,275 | $2.19M | 0.02% | −8,225−11.0% | Reduced |
| Advisory Alpha, LLC | 68,099 | $2.25M | 0.17% | +68,099 | New |
| Cabot Wealth Management Inc | 68,391 | $2.26M | 0.38% | +2,323+3.5% | Added |
| Fortis Advisors, LLC | 68,638 | $2.26M | 1.62% | +1,453+2.2% | Added |
| Marble Harbor Investment Counsel, LLC | 69,425 | $2.29M | 0.35% | +500+0.7% | Added |
| Mission Creek Capital Partners, Inc. | 70,115 | $2.31M | 0.87% | +2,008+2.9% | Added |
| Scotia Capital Inc. | 75,130 | $2.48M | 0.02% | −8,595−10.3% | Reduced |
| Evercore Wealth Management, LLC | 75,831 | $2.50M | 0.06% | +3,401+4.7% | Added |
| Beacon Pointe Advisors, LLC | 75,881 | $2.50M | 0.06% | −21,940−22.4% | Reduced |
| Stapp Wealth Management, PLLC | 76,169 | $2.51M | 7.33% | +76,169 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 76,640 | $2.53M | 0.21% | +3,999+5.5% | Added |
| Purus Wealth Management, LLC | 77,840 | $2.57M | 2.36% | −850−1.1% | Reduced |
| Mariner, LLC | 82,256 | $2.71M | 0.01% | +403+0.5% | Added |
| BKD Wealth Advisors, LLC | 82,409 | $2.72M | 0.11% | −2,805−3.3% | Reduced |
| Upper Left Wealth Management, LLC | 83,495 | $2.81M | 3.65% | +83,495 | New |
| Abbrea Capital, LLC | 86,724 | $2.86M | 0.54% | −9,387−9.8% | Reduced |
| Avantax Advisory Services, Inc. | 91,431 | $3.02M | 0.05% | +1,385+1.5% | Added |
| Inspirion Wealth Advisors, LLC | 91,578 | $3.02M | 0.68% | −2,572−2.7% | Reduced |
| Ci Investments Inc. | 92,534 | $3.05M | 0.02% | 00.0% | Unchanged |
| E Fund Management Co., Ltd. | 101,236 | $3.34M | 0.31% | −11,143−9.9% | Reduced |
| Flow Traders U.S. LLC | 101,860 | $3.36M | 0.18% | +101,860 | New |
| Pecaut & Co. | 102,207 | $3.37M | 1.79% | +12,001+13.3% | Added |
| Accretive Wealth Partners, LLC | 103,664 | $3.42M | 2.60% | +1,248+1.2% | Added |
| Commonwealth Equity Services, LLC | 104,623 | $3.45M | 0.01% | −2,482−2.3% | Reduced |
| Financial Guidance Group, Inc. | 105,125 | $3.47M | 2.78% | −3,767−3.5% | Reduced |
| Advanced Research Investment Solutions, LLC | 107,269 | $3.54M | 2.19% | −4,226−3.8% | Reduced |
| New York Life Investment Management LLC | 115,492 | $3.81M | 0.05% | +26,109+29.2% | Added |
| Zhang Financial LLC | 122,012 | $4.02M | 0.61% | +345+0.3% | Added |
| Virtu Financial LLC | 127,691 | $4.21M | 0.39% | −151,186−54.2% | Reduced |
| Hudson Capital Management LLC | 128,479 | $4.24M | 2.11% | +2,014+1.6% | Added |
| Harbor Investment Advisory, LLC | 137,634 | $4.54M | 0.75% | +7,251+5.6% | Added |
| Goodman Advisory Group, LLC | 138,842 | $4.58M | 2.50% | −199,134−58.9% | Reduced |
| Glenview Trust Co | 139,500 | $4.60M | 0.17% | 00.0% | Unchanged |
| Wealth Advisory Solutions, LLC | 144,707 | $4.77M | 1.32% | +5,006+3.6% | Added |
| Retirement Income Solutions, Inc | 154,640 | $5.10M | 1.83% | −1,228−0.8% | Reduced |
| Versant Capital Management, Inc | 158,456 | $5.23M | 2.05% | −6,058−3.7% | Reduced |
| Synovus Financial Corp | 182,707 | $6.02M | 0.07% | +21,203+13.1% | Added |
| Compass Ion Advisors, LLC | 188,033 | $6.20M | 1.72% | +5,806+3.2% | Added |
| CoreCap Advisors, LLC | 188,865 | $6.23M | 0.52% | +7,271+4.0% | Added |
| Warren Street Wealth Advisors, LLC | 210,774 | $6.95M | 7.01% | +5,053+2.5% | Added |
| Financial Strategies Group, Inc. | 217,703 | $7.18M | 3.25% | −13,042−5.7% | Reduced |
| Mercer Global Advisors Inc | 237,543 | $7.83M | 0.05% | −61,521−20.6% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 251,411 | $8.29M | 0.05% | +12,572+5.3% | Added |
| Wells Fargo & Company | 259,731 | $8.57M | 0.00% | +1,910+0.7% | Added |