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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.

Q4 2022 vs. Q3 2022

How the institutions holding World Gold Trust changed between Q3 2022 and Q4 2022.

All holders in Q4 2022All holders in Q3 2022

13F holders of GLDM: Q3 2022 compared with Q4 2022
MeasureQ3 2022Of which not filed for Q4 2022Q4 2022Change
Holders2557275+27
Shares87.3M9.56M88.6M+10.8M (+13.9%)
Value$2.88B$315.3M$3.19B+$623.3M (+24.3%)

7 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so the changes leave them out.

New holders (51)

Institutions that held World Gold Trust at the end of Q4 2022 but not at the end of Q3 2022.

Institutions new to GLDM in Q4 2022
InstitutionSharesValue% of portfolio
Cassaday & Co Wealth Management LLC5,205,913$188.4M8.70%
Miracle Mile Advisors, LLC1,245,928$45.1M1.55%
Medici Capital LLC746,236$27.0M95.75%
Burt Wealth Advisors570,686$20.7M6.92%
Oversea-Chinese Banking CORP Ltd506,307$18.3M1.06%
Jane Street Group, LLC457,795$16.6M0.03%
Fullerton Fund Management Co Ltd.328,000$11.9M0.88%
TownSquare Capital, LLC268,236$9.71M0.24%
Coco Enterprises, LLC261,924$9.48M7.94%
AMJ Financial Wealth Management230,654$8.35M4.94%
AIFG Consultants Ltd.163,446$5.92M5.76%
Peak Financial Advisors LLC137,016$4.96M4.52%
Flynn Zito Capital Management, LLC98,059$3.55M2.96%
Prime Capital Investment Advisors, LLC67,466$2.44M0.09%
Sentinel Pension Advisors Inc62,407$2.26M0.71%
Lodestar Private Asset Management LLC56,479$2.04M0.39%
Requisite Capital Management, LLC38,287$1.45M0.46%
Wallace Advisory Group, LLC35,555$1.29M1.02%
Lloyd Advisory Services, LLC.29,754$1.08M0.75%
ShoreHaven Wealth Partners, LLC24,390$882.7K0.62%
Alliance Wealth Advisors, LLC21,632$782.9K0.35%
Bridgewater Advisors Inc.21,565$780.4K0.19%
Leading Edge Financial Planning LLC17,527$634.3K0.55%
CI Private Wealth, LLC17,100$618.8K0.00%
B.O.S.S. Retirement Advisors, LLC16,819$608.7K0.16%
Catalyst Private Wealth, LLC12,359$447.3K0.36%
Destiny Capital Corp11,779$435.0K0.36%
DFPG Investments, LLC11,181$416.6K0.07%
Mills Wealth Advisors LLC9,691$350.7K0.32%
Milestone Asset Management, LLC7,894$302.6K0.18%
Sound View Wealth Advisors Group, LLC6,194$253.4K0.03%
Captrust Financial Advisors6,500$235.2K0.00%
Mutual Advisors, LLC6,107$221.0K0.01%
Heritage Investors Management Corp5,685$206.0K0.01%
Private Trust Co NA3,721$135.0K0.02%
Focused Wealth Management, Inc1,852$67.0K0.01%
Concord Wealth Partners1,795$65.0K0.02%
Salem Investment Counselors Inc1,399$50.6K0.00%
RFP Financial Group LLC1,090$39.4K0.02%
Colonial Trust Co1,078$39.0K0.01%
Hollencrest Capital Management995$36.0K0.00%
GWM Advisors LLC367$13.3K0.00%
Bessemer Group Inc369$13.0K0.00%
Farther Finance Advisors, LLC169$6.13K0.00%
New England Capital Financial Advisors LLC135$5.17K0.00%
Advisory Services Network, LLC87$3.15K0.00%
Covestor Ltd23$1.00K0.00%
North Star Investment Management Corp.20$7240.00%
West Financial Advisors, LLC13$4700.00%
Crewe Advisors LLC9$3260.00%
Richard W. Paul & Associates, LLC8$2900.00%

Sold out (24)

Institutions that held World Gold Trust at the end of Q3 2022 and filed for Q4 2022 without it.

Not filed for Q4 2022 yet (7)

Institutions that held World Gold Trust at the end of Q3 2022 and haven't filed a 13F for Q4 2022. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding GLDM in Q3 2022 that haven't filed for Q4 2022
InstitutionShares, Q3 2022Value, Q3 2022
Wealthsimple Inc.5,859,730$193.3M
RGT Wealth Advisors, LLC3,640,212$120.1M
Fure Financial Corp35,340$1.17M
Petix & Botte Co19,355$638.0K
Covington Capital Management4,875$161.0K
Strategic Asset Management, LLC1,068$35.0K
American Portfolios Advisors116$3.83K