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 |
|---|---|---|---|---|---|
| Baker Ellis Asset Management LLC | 60,350 | $1.99M | 0.43% | −4,600−7.1% | Reduced |
| Betterment LLC | 54,061 | $1.94M | 0.01% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 58,447 | $1.93M | 0.01% | −8,460−12.6% | Reduced |
| Belpointe Asset Management LLC | 58,252 | $1.92M | 0.13% | +527+0.9% | Added |
| WFA of San Diego, LLC | 53,999 | $1.78M | 1.60% | +3,040+6.0% | Added |
| Wealthcare Advisory Partners LLC | 53,111 | $1.75M | 0.10% | −536,339−91.0% | Reduced |
| Cambridge Associates LLC | 51,396 | $1.70M | 0.14% | +51,396 | New |
| Kraematon Investment Advisors, Inc | 51,311 | $1.69M | 2.18% | −2,500−4.6% | Reduced |
| Tokio Marine Asset Management Co Ltd | 49,600 | $1.64M | 0.14% | −2,700−5.2% | Reduced |
| Franklin Resources Inc | 47,919 | $1.58M | 0.00% | 00.0% | Unchanged |
| Atria Investments LLC | 46,756 | $1.54M | 0.03% | −15,670−25.1% | Reduced |
| Integrated Advisors Network LLC | 45,461 | $1.50M | 0.10% | −95−0.2% | Reduced |
| Quent Capital, LLC | 45,298 | $1.49M | 0.31% | +13,498+42.4% | Added |
| Acute Investment Advisory, LLC | 43,633 | $1.44M | 1.03% | −3,347−7.1% | Reduced |
| Orion Portfolio Solutions, LLC | 39,414 | $1.30M | 0.05% | +968+2.5% | Added |
| Walkner Condon Financial Advisors LLC | 39,246 | $1.29M | 0.42% | +5,472+16.2% | Added |
| Creative Planning | 39,114 | $1.29M | 0.00% | −390−1.0% | Reduced |
| Choate Investment Advisors | 37,716 | $1.24M | 0.08% | −150.0% | Reduced |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 36,496 | $1.20M | 0.69% | −32,286−46.9% | Reduced |
| Richard Bernstein Advisors LLC | 35,746 | $1.18M | 0.03% | +3,777+11.8% | Added |
| Fure Financial Corp | 35,340 | $1.17M | 0.96% | +35,340 | New |
| Simplicity Wealth,LLC | 33,836 | $1.12M | 1.50% | −1,209−3.4% | Reduced |
| Merit Financial Group, LLC | 32,795 | $1.08M | 0.05% | 00.0% | Unchanged |
| Brookstone Capital Management | 31,833 | $1.06M | 0.02% | +31,833 | New |
| Gradient Capital Advisors, LLC | 31,740 | $1.05M | 0.50% | +1,909+6.4% | Added |
| Colonial River Wealth Management, LLC | 30,278 | $999.0K | 0.70% | +30,278 | New |
| Tocqueville Asset Management L.P. | 27,397 | $904.0K | 0.02% | +20.0% | Added |
| Whittier Trust Co of Nevada Inc | 25,500 | $841.0K | 0.04% | 00.0% | Unchanged |
| Acorn Wealth Advisors, LLC | 25,179 | $830.0K | 0.68% | +28+0.1% | Added |
| Susquehanna International Group, LLP | 25,065 | $827.0K | 0.00% | +25,065 | New |
| Carret Asset Management, LLC | 24,845 | $819.0K | 0.12% | −2,250−8.3% | Reduced |
| ARGI Investment Services, LLC | 24,308 | $802.0K | 0.03% | +24,308 | New |
| Laurel Wealth Advisors, Inc. | 24,181 | $797.0K | 0.08% | −253,827−91.3% | Reduced |
| Mangham Associates,LLC | 24,082 | $794.0K | 0.94% | +24,082 | New |
| Brinker Capital Investments, LLC | 24,001 | $792.0K | 0.02% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 23,815 | $785.0K | 0.09% | −232−1.0% | Reduced |
| CIBC Private Wealth Group, LLC | 23,372 | $771.0K | 0.00% | 00.0% | Unchanged |
| Kendall Capital Management | 23,279 | $768.0K | 0.45% | +745+3.3% | Added |
| CX Institutional | 22,676 | $748.0K | 0.05% | −30,902−57.7% | Reduced |
| Diligent Investors, LLC | 21,038 | $694.0K | 0.25% | −1,000−4.5% | Reduced |
| JPMorgan Chase & Co | 20,765 | $685.0K | 0.00% | −53,509−72.0% | Reduced |
| Petix & Botte Co | 19,355 | $638.0K | 0.49% | +570+3.0% | Added |
| Global Wealth Management Investment Advisory, Inc. | 19,207 | $633.0K | 0.23% | +2,085+12.2% | Added |
| Brown Advisory Inc | 16,950 | $559.0K | 0.00% | +1,291+8.2% | Added |
| Central Trust Co | 16,776 | $554.0K | 0.02% | −403−2.3% | Reduced |
| Sargent Investment Group, LLC | 16,135 | $549.0K | 0.17% | 00.0% | Unchanged |
| IMC-Chicago, LLC | 16,355 | $539.0K | 0.05% | −31,372−65.7% | Reduced |
| Harbour Investments, Inc. | 14,766 | $530.0K | 0.04% | 00.0% | Unchanged |
| Robinson Value Management, Ltd. | 15,995 | $528.0K | 0.53% | +303+1.9% | Added |
| Formidable Asset Management, LLC | 16,002 | $527.0K | 0.12% | −363−2.2% | Reduced |
| Kestra Advisory Services, LLC | 15,501 | $511.0K | 0.01% | −7,819−33.5% | Reduced |
| Continuum Advisory, LLC | 15,000 | $495.0K | 0.09% | −7,480−33.3% | Reduced |
| Stansberry Asset Management, LLC | 14,940 | $493.0K | 0.11% | −211,264−93.4% | Reduced |
| Pathway Financial Advisors LLC | 14,409 | $475.0K | 0.16% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 14,261 | $470.0K | 0.03% | 00.0% | Unchanged |
| IFP Advisors, Inc | 10,546 | $435.0K | 0.01% | −4,401−29.4% | Reduced |
| Segment Wealth Management, LLC | 12,900 | $425.0K | 0.05% | 00.0% | Unchanged |
| Colony Group LLC | 12,812 | $423.0K | 0.01% | −178−1.4% | Reduced |
| Ford Financial Group, LLC | 12,750 | $420.0K | 0.17% | +12,750 | New |
| 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 |
| Vista Wealth Management Group, LLC | 12,000 | $393.0K | 0.05% | 00.0% | Unchanged |
| 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 |
| Wilbanks Smith & Thomas Asset Management LLC | 11,329 | $374.0K | 0.02% | +783+7.4% | Added |
| Michael B. Yongue | 10,798 | $356.0K | 0.35% | +387+3.7% | Added |
| Veritable, L.P. | 10,750 | $355.0K | 0.01% | 00.0% | Unchanged |
| Boenning & Scattergood, Inc. | 10,017 | $330.0K | 0.07% | −544−5.2% | Reduced |
| First Heartland Consultants, Inc. | 9,879 | $325.0K | 0.05% | −182−1.8% | Reduced |
| Advisors Capital Management, LLC | 9,013 | $317.0K | 0.01% | +3,210+55.3% | Added |
| 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 |
| Householder Group Estate & Retirement Specialist, LLC | 9,032 | $297.0K | 0.12% | −2,428−21.2% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 8,855 | $292.0K | 0.11% | +8,855 | New |
| Cetera Advisor Networks LLC | 8,759 | $289.0K | 0.00% | +1,266+16.9% | Added |
| Lansing Street Advisors | 8,723 | $288.0K | 0.22% | 00.0% | Unchanged |
| Washington Trust Co | 8,558 | $282.0K | 0.01% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 8,422 | $278.0K | 0.03% | −442−5.0% | Reduced |
| Appleton Partners Inc | 8,293 | $274.0K | 0.03% | +8,293 | New |
| Windsor Group LTD | 7,397 | $249.0K | 0.06% | −582−7.3% | Reduced |
| FirstPurpose Wealth LLC | 7,525 | $248.0K | 0.16% | −2,558−25.4% | Reduced |
| Brown Miller Wealth Management, LLC | 7,374 | $243.0K | 0.17% | +7,374 | New |
| Total Investment Management Inc | 7,331 | $242.0K | 0.05% | 00.0% | Unchanged |
| Derbend Asset Management | 7,253 | $239.0K | 0.19% | −40,206−84.7% | Reduced |
| Csenge Advisory Group | 7,141 | $236.0K | 0.02% | +7,141 | New |
| MSH Capital Advisors LLC | 7,119 | $234.8K | 0.12% | +1,467+26.0% | Added |
| Mather Group, LLC. | 6,881 | $227.0K | 0.00% | +6,881 | New |
| McAdam, LLC | 6,837 | $225.0K | 0.02% | +1,137+19.9% | Added |
| Iron Financial, LLC | 6,717 | $222.0K | 0.12% | −440−6.1% | Reduced |
| BEAM Asset Management, LLC | 6,599 | $218.0K | 0.24% | +116+1.8% | Added |
| Lee Financial Co | 6,188 | $204.0K | 0.04% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 6,116 | $202.0K | 0.03% | −27,243−81.7% | Reduced |
| Anchor Investment Management, LLC | 6,112 | $201.6K | 0.03% | 00.0% | Unchanged |
| Capital Analysts, LLC | 6,082 | $201.0K | 0.01% | +62+1.0% | Added |
| Washington Trust Advisors, Inc. | 6,035 | $199.0K | 0.02% | +269+4.7% | Added |
| Van Eck Associates Corp | 5,993 | $198.0K | 0.00% | +5,993 | New |
| WestEnd Advisors, LLC | 5,292 | $175.0K | 0.01% | +3,679+228.1% | Added |
| Covington Capital Management | 4,875 | $161.0K | 0.01% | −500−9.3% | Reduced |
| Vigilant Capital Management, LLC | 4,532 | $149.0K | 0.01% | 00.0% | Unchanged |
| PDS Planning, Inc | 4,364 | $144.0K | 0.03% | +374+9.4% | Added |