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
- $3.19B
- +$623.3M (+24.3%) 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 | 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, 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 |
|---|---|---|---|---|---|
| PFG Private Wealth Management, LLC | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 8 | $290 | 0.00% | +8 | New |
| Crewe Advisors LLC | 9 | $326 | 0.00% | +9 | New |
| West Financial Advisors, LLC | 13 | $470 | 0.00% | +13 | New |
| North Star Investment Management Corp. | 20 | $724 | 0.00% | +20 | New |
| Citigroup Inc | 22 | $796 | 0.00% | −90−80.4% | Reduced |
| CIBC Private Wealth Group, LLC | 22,372 | $810 | 0.00% | −1,000−4.3% | Reduced |
| Brown, Lisle/Cummings, Inc. | 23 | $832 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 23 | $1.00K | 0.00% | +23 | New |
| Parallel Advisors, LLC | 46 | $1.67K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 54 | $1.95K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 71 | $2.57K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 82 | $2.97K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 84 | $3.04K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 86 | $3.11K | 0.00% | +43+100.0% | Added |
| Advisory Services Network, LLC | 87 | $3.15K | 0.00% | +87 | New |
| Glen Eagle Advisors, LLC | 93 | $3.37K | 0.00% | −11−10.6% | Reduced |
| Pacifica Partners Inc. | 100 | $3.60K | 0.00% | +23+29.9% | Added |
| Newbridge Financial Services Group, Inc. | 129 | $4.67K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 128 | $5.00K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 135 | $5.17K | 0.00% | +135 | New |
| Ronald Blue Trust, Inc. | 174 | $6.00K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 169 | $6.13K | 0.00% | +169 | New |
| Accel Wealth Management | 191 | $6.91K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 189 | $7.00K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 217 | $7.85K | 0.00% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 338,085 | $12.2K | 0.00% | −48,787−12.6% | Reduced |
| Bessemer Group Inc | 369 | $13.0K | 0.00% | +369 | New |
| GWM Advisors LLC | 367 | $13.3K | 0.00% | +367 | New |
| CWM, LLC | 391 | $14.0K | 0.00% | −221−36.1% | Reduced |
| AdvisorNet Financial, Inc | 423 | $15.3K | 0.00% | +19+4.7% | Added |
| Fifth Third Bancorp | 435 | $15.7K | 0.00% | +197+82.8% | Added |
| HBC Financial Services, PLLC | 511 | $18.0K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 589 | $21.0K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 618 | $22.4K | 0.00% | +332+116.1% | Added |
| Geneos Wealth Management Inc. | 698 | $25.3K | 0.00% | −61−8.0% | Reduced |
| Beaird Harris Wealth Management, LLC | 710 | $25.7K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 729 | $26.4K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 837 | $27.6K | 0.01% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 804 | $29.0K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 839 | $30.4K | 0.02% | 00.0% | Unchanged |
| Hollencrest Capital Management | 995 | $36.0K | 0.00% | +995 | New |
| Allworth Financial LP | 1,022 | $37.0K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 1,078 | $39.0K | 0.01% | +1,078 | New |
| Huntington National Bank | – | $39.2K | 0.00% | – | – |
| RFP Financial Group LLC | 1,090 | $39.4K | 0.02% | +1,090 | New |
| National Bank of Canada | 1,372 | $49.7K | 0.00% | −291−17.5% | Reduced |
| Salem Investment Counselors Inc | 1,399 | $50.6K | 0.00% | +1,399 | New |
| High Net Worth Advisory Group LLC | 1,500 | $54.3K | 0.02% | 00.0% | Unchanged |
| Glassman Wealth Services | 1,507 | $54.5K | 0.01% | −894−37.2% | Reduced |
| Money Concepts Capital Corp | 1,689 | $61.1K | 0.00% | −236−12.3% | Reduced |
| Concord Wealth Partners | 1,795 | $65.0K | 0.02% | +1,795 | New |
| Stonebridge Capital Advisors LLC | 1,801 | $65.2K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,852 | $67.0K | 0.00% | −12,914−87.5% | Reduced |
| Focused Wealth Management, Inc | 1,852 | $67.0K | 0.01% | +1,852 | New |
| Birch Capital Management, LLC | 2,061 | $74.6K | 0.05% | 00.0% | Unchanged |
| Community Bank, N.A. | 2,174 | $78.7K | 0.01% | −10−0.5% | Reduced |
| Carolinas Wealth Consulting LLC | 2,354 | $85.2K | 0.02% | −1,927−45.0% | Reduced |
| Larson Financial Group LLC | 2,555 | $92.5K | 0.01% | +152+6.3% | Added |
| Federation des caisses Desjardins du Quebec | 3,674 | $133.0K | 0.00% | −189−4.9% | Reduced |
| Private Trust Co NA | 3,721 | $135.0K | 0.02% | +3,721 | New |
| Northwestern Mutual Wealth Management Co | 4,199 | $152.0K | 0.00% | +668+18.9% | Added |
| Caldwell Trust Co | 4,231 | $153.1K | 0.02% | 00.0% | Unchanged |
| PDS Planning, Inc | 4,717 | $170.7K | 0.03% | +353+8.1% | Added |
| McAdam, LLC | 10,024 | $182.0K | 0.02% | +3,187+46.6% | Added |
| Spire Wealth Management | 5,102 | $185.0K | 0.01% | +1,696+49.8% | Added |
| WestEnd Advisors, LLC | 5,292 | $191.5K | 0.01% | 00.0% | Unchanged |
| Heritage Investors Management Corp | 5,685 | $206.0K | 0.01% | +5,685 | New |
| Van Eck Associates Corp | 5,993 | $217.0K | 0.00% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 6,107 | $221.0K | 0.01% | +6,107 | New |
| Anchor Investment Management, LLC | 6,112 | $221.2K | 0.03% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 6,121 | $221.5K | 0.02% | +86+1.4% | Added |
| BEAM Asset Management, LLC | 6,348 | $229.7K | 0.24% | −251−3.8% | Reduced |
| Kestra Advisory Services, LLC | 6,470 | $234.1K | 0.00% | −9,031−58.3% | Reduced |
| Captrust Financial Advisors | 6,500 | $235.2K | 0.00% | +6,500 | New |
| Iron Financial, LLC | 6,577 | $238.0K | 0.14% | −140−2.1% | Reduced |
| Sound View Wealth Advisors Group, LLC | 6,194 | $253.4K | 0.03% | +6,194 | New |
| Colonial River Wealth Management, LLC | 7,177 | $259.7K | 0.17% | −23,101−76.3% | Reduced |
| Derbend Asset Management | 7,187 | $260.1K | 0.21% | −66−0.9% | Reduced |
| Windsor Group LTD | 7,110 | $264.0K | 0.05% | −287−3.9% | Reduced |
| Capital Analysts, LLC | 7,555 | $273.0K | 0.02% | +1,473+24.2% | Added |
| FirstPurpose Wealth LLC | 7,690 | $278.3K | 0.16% | +165+2.2% | Added |
| MSH Capital Advisors LLC | 7,784 | $281.7K | 0.13% | +665+9.3% | Added |
| Appleton Partners Inc | 7,803 | $282.0K | 0.03% | −490−5.9% | Reduced |
| Lido Advisors, LLC | 8,041 | $291.0K | 0.01% | −1,255−13.5% | Reduced |
| Milestone Asset Management, LLC | 7,894 | $302.6K | 0.18% | +7,894 | New |
| Washington Trust Co | 8,558 | $309.7K | 0.01% | 00.0% | Unchanged |
| Lansing Street Advisors | 8,723 | $315.7K | 0.22% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 8,914 | $322.7K | 0.00% | −359−3.9% | Reduced |
| Advisors Capital Management, LLC | 9,013 | $326.0K | 0.01% | 00.0% | Unchanged |
| Mills Wealth Advisors LLC | 9,691 | $350.7K | 0.32% | +9,691 | New |
| Brown Miller Wealth Management, LLC | 9,805 | $354.8K | 0.22% | +2,431+33.0% | Added |
| First Heartland Consultants, Inc. | 9,882 | $357.6K | 0.06% | +30.0% | Added |
| The PNC Financial Services Group, Inc. | 10,750 | $389.0K | 0.00% | −626−5.5% | Reduced |
| Veritable, L.P. | 10,750 | $389.0K | 0.01% | 00.0% | Unchanged |
| Michael B. Yongue | 10,798 | $390.8K | 0.37% | 00.0% | Unchanged |
| Segment Wealth Management, LLC | 10,850 | $392.7K | 0.05% | −2,050−15.9% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 11,329 | $410.0K | 0.02% | 00.0% | Unchanged |
| DFPG Investments, LLC | 11,181 | $416.6K | 0.07% | +11,181 | New |
| Weil Company, Inc. | 11,943 | $432.2K | 0.20% | +540+4.7% | Added |