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 |
|---|---|---|---|---|---|
| Vista Wealth Management Group, LLC | 12,000 | $434.3K | 0.05% | 00.0% | Unchanged |
| Destiny Capital Corp | 11,779 | $435.0K | 0.36% | +11,779 | New |
| Catalyst Private Wealth, LLC | 12,359 | $447.3K | 0.36% | +12,359 | New |
| Financial Enhancement Group LLC | 12,223 | $455.1K | 0.09% | −141−1.1% | Reduced |
| Boenning & Scattergood, Inc. | 11,921 | $459.0K | 0.07% | +1,904+19.0% | Added |
| Ford Financial Group, LLC | 12,744 | $461.2K | 0.18% | −60.0% | Reduced |
| Cetera Advisors LLC | 12,998 | $470.4K | 0.01% | +5,428+71.7% | Added |
| Colony Group LLC | 13,866 | $502.0K | 0.01% | +1,054+8.2% | Added |
| Central Trust Co | 14,047 | $508.4K | 0.02% | −2,729−16.3% | Reduced |
| Pathway Financial Advisors LLC | 14,409 | $521.5K | 0.16% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 14,928 | $540.2K | 0.10% | −72−0.5% | Reduced |
| Stansberry Asset Management, LLC | 14,991 | $542.5K | 0.11% | +51+0.3% | Added |
| IFP Advisors, Inc | 14,730 | $561.0K | 0.02% | +4,184+39.7% | Added |
| Mitchell McLeod Pugh & Williams Inc | 15,575 | $563.7K | 0.19% | +6,720+75.9% | Added |
| Rockefeller Capital Management L.P. | 15,661 | $565.0K | 0.00% | −42,786−73.2% | Reduced |
| Brown Advisory Inc | 15,659 | $566.7K | 0.00% | −1,291−7.6% | Reduced |
| B.O.S.S. Retirement Advisors, LLC | 16,819 | $608.7K | 0.16% | +16,819 | New |
| JPMorgan Chase & Co | 17,049 | $617.0K | 0.00% | −3,716−17.9% | Reduced |
| CI Private Wealth, LLC | 17,100 | $618.8K | 0.00% | +17,100 | New |
| Leading Edge Financial Planning LLC | 17,527 | $634.3K | 0.55% | +17,527 | New |
| Robinson Value Management, Ltd. | 18,257 | $660.7K | 0.57% | +2,262+14.1% | Added |
| Flow Traders U.S. LLC | 18,370 | $665.0K | 0.03% | −83,490−82.0% | Reduced |
| WCG Wealth Advisors LLC | 19,605 | $709.5K | 0.10% | −473,502−96.0% | Reduced |
| Flagship Harbor Advisors, LLC | 20,832 | $753.9K | 0.08% | −2,983−12.5% | Reduced |
| Diligent Investors, LLC | 20,838 | $754.1K | 0.25% | −200−1.0% | Reduced |
| Bridgewater Advisors Inc. | 21,565 | $780.4K | 0.19% | +21,565 | New |
| Alliance Wealth Advisors, LLC | 21,632 | $782.9K | 0.35% | +21,632 | New |
| Kendall Capital Management | 22,560 | $816.0K | 0.41% | −719−3.1% | Reduced |
| Acorn Wealth Advisors, LLC | 23,059 | $835.0K | 0.64% | −2,120−8.4% | Reduced |
| Brinker Capital Investments, LLC | 24,001 | $868.6K | 0.02% | 00.0% | Unchanged |
| Mangham Associates,LLC | 24,082 | $871.5K | 1.27% | 00.0% | Unchanged |
| ShoreHaven Wealth Partners, LLC | 24,390 | $882.7K | 0.62% | +24,390 | New |
| Carret Asset Management, LLC | 24,845 | $899.0K | 0.12% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 25,500 | $922.6K | 0.04% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 25,651 | $928.3K | 0.30% | +6,444+33.6% | Added |
| Choate Investment Advisors | 25,760 | $932.3K | 0.06% | −11,956−31.7% | Reduced |
| Total Investment Management Inc | 26,649 | $964.4K | 0.23% | +19,318+263.5% | Added |
| ARGI Investment Services, LLC | 26,949 | $975.0K | 0.03% | +2,641+10.9% | Added |
| Tocqueville Asset Management L.P. | 27,448 | $993.3K | 0.02% | +51+0.2% | Added |
| Creative Planning | 29,132 | $1.05M | 0.00% | −9,982−25.5% | Reduced |
| Lloyd Advisory Services, LLC. | 29,754 | $1.08M | 0.75% | +29,754 | New |
| Gradient Capital Advisors, LLC | 32,016 | $1.16M | 0.53% | +276+0.9% | Added |
| Merit Financial Group, LLC | 32,802 | $1.19M | 0.04% | +70.0% | Added |
| Acute Investment Advisory, LLC | 35,258 | $1.28M | 0.87% | −8,375−19.2% | Reduced |
| Wallace Advisory Group, LLC | 35,555 | $1.29M | 1.02% | +35,555 | New |
| Wealthcare Advisory Partners LLC | 35,669 | $1.29M | 0.06% | −17,442−32.8% | Reduced |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 37,245 | $1.35M | 0.69% | +749+2.1% | Added |
| Orion Portfolio Solutions, LLC | 38,214 | $1.38M | 0.05% | −1,200−3.0% | Reduced |
| Richard Bernstein Advisors LLC | 38,427 | $1.39M | 0.03% | +2,681+7.5% | Added |
| Requisite Capital Management, LLC | 38,287 | $1.45M | 0.46% | +38,287 | New |
| Cetera Advisor Networks LLC | 40,245 | $1.46M | 0.01% | +31,486+359.5% | Added |
| Walkner Condon Financial Advisors LLC | 42,146 | $1.53M | 0.46% | +2,900+7.4% | Added |
| Quent Capital, LLC | 42,205 | $1.53M | 0.28% | −3,093−6.8% | Reduced |
| Atria Investments LLC | 47,148 | $1.71M | 0.03% | +392+0.8% | Added |
| Franklin Resources Inc | 47,848 | $1.73M | 0.00% | −71−0.1% | Reduced |
| Beacon Pointe Advisors, LLC | 50,634 | $1.83M | 0.04% | −25,247−33.3% | Reduced |
| Cambridge Associates LLC | 51,396 | $1.86M | 0.14% | 00.0% | Unchanged |
| Betterment LLC | 51,446 | $1.86M | 0.01% | −2,615−4.8% | Reduced |
| Scotia Capital Inc. | 51,773 | $1.87M | 0.01% | −23,357−31.1% | Reduced |
| WFA of San Diego, LLC | 52,620 | $1.90M | 1.46% | −1,379−2.6% | Reduced |
| Kraematon Investment Advisors, Inc | 52,874 | $1.91M | 2.08% | +1,563+3.0% | Added |
| Integrated Advisors Network LLC | 55,117 | $1.99M | 0.13% | +9,656+21.2% | Added |
| Jacobi Capital Management LLC | 55,707 | $2.02M | 0.25% | −5,282−8.7% | Reduced |
| Baker Tilly Wealth Management, LLC | 56,110 | $2.03M | 0.25% | −4,570−7.5% | Reduced |
| Lodestar Private Asset Management LLC | 56,479 | $2.04M | 0.39% | +56,479 | New |
| Belpointe Asset Management LLC | 57,447 | $2.08M | 0.13% | −805−1.4% | Reduced |
| IMC-Chicago, LLC | 58,409 | $2.11M | 0.46% | +42,054+257.1% | Added |
| Sentinel Pension Advisors Inc | 62,407 | $2.26M | 0.71% | +62,407 | New |
| Cabot Wealth Management Inc | 64,727 | $2.34M | 0.40% | −3,664−5.4% | Reduced |
| Baker Ellis Asset Management LLC | 65,875 | $2.38M | 0.46% | +5,525+9.2% | Added |
| Prime Capital Investment Advisors, LLC | 67,466 | $2.44M | 0.09% | +67,466 | New |
| Advisory Alpha, LLC | 67,889 | $2.46M | 0.17% | −210−0.3% | Reduced |
| Fortis Advisors, LLC | 68,671 | $2.49M | 1.89% | +330.0% | Added |
| Mission Creek Capital Partners, Inc. | 69,781 | $2.53M | 0.90% | −334−0.5% | Reduced |
| MML Investors Services, LLC | 71,233 | $2.58M | 0.02% | +4,958+7.5% | Added |
| Tokio Marine Asset Management Co Ltd | 73,000 | $2.64M | 0.21% | +23,400+47.2% | Added |
| Evercore Wealth Management, LLC | 74,613 | $2.70M | 0.06% | −1,218−1.6% | Reduced |
| Marble Harbor Investment Counsel, LLC | 74,625 | $2.70M | 0.36% | +5,200+7.5% | Added |
| Stapp Wealth Management, PLLC | 74,778 | $2.71M | 6.49% | −1,391−1.8% | Reduced |
| Abbrea Capital, LLC | 75,097 | $2.72M | 0.49% | −11,627−13.4% | Reduced |
| Purus Wealth Management, LLC | 76,933 | $2.78M | 2.53% | −907−1.2% | Reduced |
| Upper Left Wealth Management, LLC | 78,868 | $2.85M | 3.37% | −4,627−5.5% | Reduced |
| BKD Wealth Advisors, LLC | 79,678 | $2.88M | 0.10% | −2,731−3.3% | Reduced |
| Commonwealth Equity Services, LLC | 80,347 | $2.91M | 0.01% | −24,276−23.2% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 81,235 | $2.94M | 0.22% | +4,595+6.0% | Added |
| Brookstone Capital Management | 81,007 | $3.00M | 0.06% | +49,174+154.5% | Added |
| Mariner, LLC | 83,597 | $3.02M | 0.01% | +1,341+1.6% | Added |
| Inspirion Wealth Advisors, LLC | 87,192 | $3.16M | 0.67% | −4,386−4.8% | Reduced |
| Avantax Advisory Services, Inc. | 92,514 | $3.35M | 0.04% | +1,083+1.2% | Added |
| Ci Investments Inc. | 92,534 | $3.35M | 0.02% | 00.0% | Unchanged |
| Accretive Wealth Partners, LLC | 96,995 | $3.51M | 2.41% | −6,669−6.4% | Reduced |
| Flynn Zito Capital Management, LLC | 98,059 | $3.55M | 2.96% | +98,059 | New |
| Financial Guidance Group, Inc. | 98,254 | $3.56M | 2.89% | −6,871−6.5% | Reduced |
| E Fund Management Co., Ltd. | 101,236 | $3.66M | 0.31% | 00.0% | Unchanged |
| New York Life Investment Management LLC | 109,665 | $3.97M | 0.05% | −5,827−5.0% | Reduced |
| Pecaut & Co. | 118,115 | $4.27M | 2.03% | +15,908+15.6% | Added |
| Zhang Financial LLC | 123,847 | $4.48M | 0.57% | +1,835+1.5% | Added |
| Advanced Research Investment Solutions, LLC | 131,274 | $4.75M | 2.99% | +24,005+22.4% | Added |
| Hudson Capital Management LLC | 133,926 | $4.85M | 1.92% | +5,447+4.2% | Added |
| Harbor Investment Advisory, LLC | 135,947 | $4.92M | 0.77% | −1,687−1.2% | Reduced |