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, Q4 2022
Institutional positions in World Gold Trust as of Dec 31, 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
- 275
- +27 vs. Q3 2022
- Shares held
- 88.6M
- +10.8M (+13.9%) vs. Q3 2022
- Total value
- $3.67B
- +$1.11B (+43.1%) vs. Q3 2022
- New holders
- 51
- 74 more added
- Sold out
- 24
- 103 more reduced
7 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding World Gold Trust; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Independent Advisor Alliance | 13,252 | $479.6M | 0.16% | +887+7.2% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 13,100,000 | $474.1M | 0.38% | +1,100,000+9.2% | Added |
| Adventist Health System Sunbelt Healthcare Corp | 5,235,670 | $189.5M | 12.59% | +992,123+23.4% | Added |
| Alaska Permanent Fund Corp | 5,224,000 | $189.1M | 3.08% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 5,205,913 | $188.4M | 8.70% | +5,205,913 | New |
| Evoke Wealth, LLC | 4,891,579 | $172.4M | 6.24% | +381,908+8.5% | Added |
| Morgan Stanley | 4,021,115 | $145.5M | 0.02% | −1,286,027−24.2% | Reduced |
| Toroso Investments, LLC | 3,272,095 | $118.4M | 4.55% | −516,727−13.6% | Reduced |
| UBS Group AG | 2,528,859 | $91.5M | 0.04% | +1,025,608+68.2% | Added |
| Asset Management One Co.,Ltd. | 2,441,536 | $88.4M | 0.43% | +637,905+35.4% | Added |
| Bank of America Corp | 1,848,708 | $66.9M | 0.01% | +22,467+1.2% | Added |
| Gradient Investments LLC | 1,776,331 | $64.3M | 2.03% | −6,768−0.4% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 1,554,268 | $56.2M | 0.15% | −151,344−8.9% | Reduced |
| Cohen & Steers, Inc. | 1,517,962 | $54.9M | 0.12% | −79,675−5.0% | Reduced |
| 3EDGE Asset Management, LP | 1,515,286 | $54.8M | 4.26% | −26,775−1.7% | Reduced |
| Congress Wealth Management LLC | 1,413,904 | $51.2M | 1.32% | −26,693−1.9% | Reduced |
| Greenline Partners, LLC | 1,382,485 | $50.0M | 9.87% | −14,870−1.1% | Reduced |
| Miracle Mile Advisors, LLC | 1,245,928 | $45.1M | 1.55% | +1,245,928 | New |
| State Street Corp | 1,232,537 | $44.6M | 0.00% | +85,000+7.4% | Added |
| Strategic Financial Services, Inc, | 1,042,436 | $37.7M | 3.02% | +47,170+4.7% | Added |
| Hollow Brook Wealth Management LLC | 1,028,942 | $37.2M | 17.82% | +82,354+8.7% | Added |
| Bank of New York Mellon Corp | 968,478 | $35.0M | 0.01% | −34,213−3.4% | Reduced |
| Ameriprise Financial Inc | 921,042 | $33.3M | 0.01% | −113,510−11.0% | Reduced |
| American Investment Services, Inc. | 897,527 | $32.5M | 6.68% | −1,579−0.2% | Reduced |
| Richard C. Young & CO., LTD. | 868,420 | $31.4M | 4.18% | −1,697−0.2% | Reduced |
| LPL Financial LLC | 773,257 | $28.0M | 0.02% | −30,950−3.8% | Reduced |
| Medici Capital LLC | 746,236 | $27.0M | 77.46% | +746,236 | New |
| AE Wealth Management LLC | 720,544 | $26.1M | 0.19% | +374,309+108.1% | Added |
| Envestnet Asset Management Inc | 669,974 | $24.2M | 0.01% | +22,287+3.4% | Added |
| Royal Bank of Canada | 623,608 | $22.6M | 0.01% | −167,361−21.2% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 603,960 | $21.9M | 0.44% | +143,450+31.2% | Added |
| Burt Wealth Advisors | 570,686 | $20.7M | 6.92% | +570,686 | New |
| Assetmark, Inc | 558,771 | $20.2M | 0.09% | +50,334+9.9% | Added |
| Capital Planning Advisors, LLC | 535,246 | $19.4M | 4.60% | −26,018−4.6% | Reduced |
| Brandywine Oak Private Wealth LLC | 528,840 | $19.1M | 2.38% | −15,975−2.9% | Reduced |
| SNS Financial Group, LLC | 519,932 | $18.8M | 2.55% | +1,746+0.3% | Added |
| Oversea-Chinese Banking CORP Ltd | 506,307 | $18.3M | 1.06% | +506,307 | New |
| PFS Investments Inc. | 488,180 | $17.7M | 0.33% | −17,374−3.4% | Reduced |
| MBL Wealth, LLC | 465,362 | $16.8M | 3.22% | +4,683+1.0% | Added |
| Jane Street Group, LLC | 457,795 | $16.6M | 0.03% | +457,795 | New |
| Raymond James Financial Services Advisors, Inc. | 443,039 | $16.0M | 0.03% | −5,432−1.2% | Reduced |
| Parcion Private Wealth LLC | 410,629 | $14.9M | 1.61% | +61,446+17.6% | Added |
| Advisor Group Holdings, Inc. | 382,471 | $13.8M | 0.03% | +53,077+16.1% | Added |
| Keudell/Morrison Wealth Management | 380,294 | $13.8M | 4.42% | −18,166−4.6% | Reduced |
| JNBA Financial Advisors | 377,866 | $13.7M | 1.90% | −6,979−1.8% | Reduced |
| Joseph Group Capital Management | 354,726 | $12.8M | 12.20% | −10,705−2.9% | Reduced |
| Eudaimonia Partners, LLC | 352,017 | $12.7M | 3.13% | +8,521+2.5% | Added |
| Baird Financial Group, Inc. | 351,633 | $12.7M | 0.03% | −18,236−4.9% | Reduced |
| Nottingham Advisors, Inc. | 337,377 | $12.2M | 1.66% | −4,432−1.3% | Reduced |
| SEI Investments Co | 328,503 | $11.9M | 0.03% | −26,380−7.4% | Reduced |
| Fullerton Fund Management Co Ltd. | 328,000 | $11.9M | 0.88% | +328,000 | New |
| Raymond James & Associates | 325,785 | $11.8M | 0.01% | −27,968−7.9% | Reduced |
| Gould Asset Management LLC | 301,782 | $10.9M | 3.28% | −4,695−1.5% | Reduced |
| Stifel Financial Corp | 287,085 | $10.4M | 0.02% | −1,166−0.4% | Reduced |
| R. W. Roge & Company, Inc. | 284,675 | $10.3M | 6.85% | +13,988+5.2% | Added |
| Timber Creek Capital Management LLC | 279,452 | $10.1M | 3.83% | −1,659−0.6% | Reduced |
| Deutsche Bank AG | 273,250 | $9.89M | 0.01% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 268,236 | $9.71M | 0.24% | +268,236 | New |
| Wells Fargo & Company | 266,052 | $9.63M | 0.00% | +6,321+2.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 263,796 | $9.55M | 0.05% | +12,385+4.9% | Added |
| Coco Enterprises, LLC | 261,924 | $9.48M | 7.94% | +261,924 | New |
| AMJ Financial Wealth Management | 230,654 | $8.35M | 4.94% | +230,654 | New |
| Financial Strategies Group, Inc. | 215,587 | $7.80M | 3.24% | −2,116−1.0% | Reduced |
| Mercer Global Advisors Inc | 204,836 | $7.41M | 0.04% | −32,707−13.8% | Reduced |
| Warren Street Wealth Advisors, LLC | 185,464 | $6.71M | 5.39% | −25,310−12.0% | Reduced |
| Synovus Financial Corp | 166,493 | $6.03M | 0.07% | −16,214−8.9% | Reduced |
| CoreCap Advisors, LLC | 164,380 | $5.95M | 0.42% | −24,485−13.0% | Reduced |
| AIFG Consultants Ltd. | 163,446 | $5.92M | 5.76% | +163,446 | New |
| Cetera Investment Advisers | 153,290 | $5.55M | 0.05% | +112,608+276.8% | Added |
| Versant Capital Management, Inc | 150,562 | $5.45M | 1.97% | −7,894−5.0% | Reduced |
| Retirement Income Solutions, Inc | 148,368 | $5.37M | 1.71% | −6,272−4.1% | Reduced |
| Wealth Advisory Solutions, LLC | 142,535 | $5.16M | 1.39% | −2,172−1.5% | Reduced |
| Glenview Trust Co | 139,500 | $5.05M | 0.17% | 00.0% | Unchanged |
| Peak Financial Advisors LLC | 137,016 | $4.96M | 4.52% | +137,016 | New |
| Harbor Investment Advisory, LLC | 135,947 | $4.92M | 0.77% | −1,687−1.2% | Reduced |
| Hudson Capital Management LLC | 133,926 | $4.85M | 1.92% | +5,447+4.2% | Added |
| Advanced Research Investment Solutions, LLC | 131,274 | $4.75M | 2.99% | +24,005+22.4% | Added |
| Zhang Financial LLC | 123,847 | $4.48M | 0.57% | +1,835+1.5% | Added |
| Pecaut & Co. | 118,115 | $4.27M | 2.03% | +15,908+15.6% | Added |
| New York Life Investment Management LLC | 109,665 | $3.97M | 0.05% | −5,827−5.0% | Reduced |
| E Fund Management Co., Ltd. | 101,236 | $3.66M | 0.30% | 00.0% | Unchanged |
| Financial Guidance Group, Inc. | 98,254 | $3.56M | 2.89% | −6,871−6.5% | Reduced |
| Flynn Zito Capital Management, LLC | 98,059 | $3.55M | 2.96% | +98,059 | New |
| Accretive Wealth Partners, LLC | 96,995 | $3.51M | 2.41% | −6,669−6.4% | Reduced |
| Ci Investments Inc. | 92,534 | $3.35M | 0.02% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 92,514 | $3.35M | 0.04% | +1,083+1.2% | Added |
| Inspirion Wealth Advisors, LLC | 87,192 | $3.16M | 0.67% | −4,386−4.8% | Reduced |
| Mariner, LLC | 83,597 | $3.02M | 0.01% | +1,341+1.6% | Added |
| Brookstone Capital Management | 81,007 | $3.00M | 0.06% | +49,174+154.5% | Added |
| Essex Financial Services, Inc. | 8,248 | $2.98M | 0.32% | −174−2.1% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 81,235 | $2.94M | 0.22% | +4,595+6.0% | Added |
| Commonwealth Equity Services, LLC | 80,347 | $2.91M | 0.01% | −24,276−23.2% | Reduced |
| BKD Wealth Advisors, LLC | 79,678 | $2.88M | 0.10% | −2,731−3.3% | Reduced |
| Upper Left Wealth Management, LLC | 78,868 | $2.85M | 3.37% | −4,627−5.5% | Reduced |
| Purus Wealth Management, LLC | 76,933 | $2.78M | 2.53% | −907−1.2% | Reduced |
| Abbrea Capital, LLC | 75,097 | $2.72M | 0.49% | −11,627−13.4% | Reduced |
| Stapp Wealth Management, PLLC | 74,778 | $2.71M | 6.49% | −1,391−1.8% | Reduced |
| Marble Harbor Investment Counsel, LLC | 74,625 | $2.70M | 0.36% | +5,200+7.5% | Added |
| Evercore Wealth Management, LLC | 74,613 | $2.70M | 0.06% | −1,218−1.6% | Reduced |
| Tokio Marine Asset Management Co Ltd | 73,000 | $2.64M | 0.21% | +23,400+47.2% | Added |