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 |
|---|---|---|---|---|---|
| Fortis Advisors, LLC | 68,671 | $2.49M | 1.89% | +330.0% | Added |
| Advisory Alpha, LLC | 67,889 | $2.46M | 0.17% | −210−0.3% | Reduced |
| Prime Capital Investment Advisors, LLC | 67,466 | $2.44M | 0.09% | +67,466 | New |
| Baker Ellis Asset Management LLC | 65,875 | $2.38M | 0.46% | +5,525+9.2% | Added |
| Cabot Wealth Management Inc | 64,727 | $2.34M | 0.40% | −3,664−5.4% | Reduced |
| Sentinel Pension Advisors Inc | 62,407 | $2.26M | 0.71% | +62,407 | New |
| IMC-Chicago, LLC | 58,409 | $2.11M | 0.46% | +42,054+257.1% | Added |
| Belpointe Asset Management LLC | 57,447 | $2.08M | 0.13% | −805−1.4% | Reduced |
| Lodestar Private Asset Management LLC | 56,479 | $2.04M | 0.39% | +56,479 | New |
| Baker Tilly Wealth Management, LLC | 56,110 | $2.03M | 0.25% | −4,570−7.5% | Reduced |
| Jacobi Capital Management LLC | 55,707 | $2.02M | 0.25% | −5,282−8.7% | Reduced |
| Integrated Advisors Network LLC | 55,117 | $1.99M | 0.13% | +9,656+21.2% | Added |
| Kraematon Investment Advisors, Inc | 52,874 | $1.91M | 2.08% | +1,563+3.0% | Added |
| WFA of San Diego, LLC | 52,620 | $1.90M | 1.46% | −1,379−2.6% | Reduced |
| Scotia Capital Inc. | 51,773 | $1.87M | 0.01% | −23,357−31.1% | Reduced |
| Betterment LLC | 51,446 | $1.86M | 0.01% | −2,615−4.8% | Reduced |
| Cambridge Associates LLC | 51,396 | $1.86M | 0.14% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 50,634 | $1.83M | 0.04% | −25,247−33.3% | Reduced |
| Franklin Resources Inc | 47,848 | $1.73M | 0.00% | −71−0.1% | Reduced |
| Atria Investments LLC | 47,148 | $1.71M | 0.03% | +392+0.8% | Added |
| Quent Capital, LLC | 42,205 | $1.53M | 0.28% | −3,093−6.8% | Reduced |
| Walkner Condon Financial Advisors LLC | 42,146 | $1.53M | 0.46% | +2,900+7.4% | Added |
| Cetera Advisor Networks LLC | 40,245 | $1.46M | 0.01% | +31,486+359.5% | Added |
| Requisite Capital Management, LLC | 38,287 | $1.45M | 0.46% | +38,287 | New |
| Richard Bernstein Advisors LLC | 38,427 | $1.39M | 0.03% | +2,681+7.5% | Added |
| Orion Portfolio Solutions, LLC | 38,214 | $1.38M | 0.05% | −1,200−3.0% | Reduced |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 37,245 | $1.35M | 0.69% | +749+2.1% | Added |
| Wealthcare Advisory Partners LLC | 35,669 | $1.29M | 0.06% | −17,442−32.8% | Reduced |
| Wallace Advisory Group, LLC | 35,555 | $1.29M | 1.02% | +35,555 | New |
| Acute Investment Advisory, LLC | 35,258 | $1.28M | 0.87% | −8,375−19.2% | Reduced |
| Merit Financial Group, LLC | 32,802 | $1.19M | 0.04% | +70.0% | Added |
| Gradient Capital Advisors, LLC | 32,016 | $1.16M | 0.53% | +276+0.9% | Added |
| Lloyd Advisory Services, LLC. | 29,754 | $1.08M | 0.75% | +29,754 | New |
| Creative Planning | 29,132 | $1.05M | 0.00% | −9,982−25.5% | Reduced |
| Tocqueville Asset Management L.P. | 27,448 | $993.3K | 0.02% | +51+0.2% | Added |
| ARGI Investment Services, LLC | 26,949 | $975.0K | 0.03% | +2,641+10.9% | Added |
| Total Investment Management Inc | 26,649 | $964.4K | 0.23% | +19,318+263.5% | Added |
| Choate Investment Advisors | 25,760 | $932.3K | 0.06% | −11,956−31.7% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 25,651 | $928.3K | 0.30% | +6,444+33.6% | Added |
| Whittier Trust Co of Nevada Inc | 25,500 | $922.6K | 0.04% | 00.0% | Unchanged |
| Carret Asset Management, LLC | 24,845 | $899.0K | 0.12% | 00.0% | Unchanged |
| ShoreHaven Wealth Partners, LLC | 24,390 | $882.7K | 0.62% | +24,390 | New |
| Mangham Associates,LLC | 24,082 | $871.5K | 1.27% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 24,001 | $868.6K | 0.02% | 00.0% | Unchanged |
| Acorn Wealth Advisors, LLC | 23,059 | $835.0K | 0.64% | −2,120−8.4% | Reduced |
| Kendall Capital Management | 22,560 | $816.0K | 0.41% | −719−3.1% | Reduced |
| Alliance Wealth Advisors, LLC | 21,632 | $782.9K | 0.35% | +21,632 | New |
| Bridgewater Advisors Inc. | 21,565 | $780.4K | 0.19% | +21,565 | New |
| Diligent Investors, LLC | 20,838 | $754.1K | 0.25% | −200−1.0% | Reduced |
| Flagship Harbor Advisors, LLC | 20,832 | $753.9K | 0.08% | −2,983−12.5% | Reduced |
| WCG Wealth Advisors LLC | 19,605 | $709.5K | 0.10% | −473,502−96.0% | Reduced |
| Flow Traders U.S. LLC | 18,370 | $665.0K | 0.03% | −83,490−82.0% | Reduced |
| Robinson Value Management, Ltd. | 18,257 | $660.7K | 0.57% | +2,262+14.1% | Added |
| Leading Edge Financial Planning LLC | 17,527 | $634.3K | 0.55% | +17,527 | New |
| CI Private Wealth, LLC | 17,100 | $618.8K | 0.00% | +17,100 | New |
| JPMorgan Chase & Co | 17,049 | $617.0K | 0.00% | −3,716−17.9% | Reduced |
| B.O.S.S. Retirement Advisors, LLC | 16,819 | $608.7K | 0.16% | +16,819 | New |
| Brown Advisory Inc | 15,659 | $566.7K | 0.00% | −1,291−7.6% | Reduced |
| Rockefeller Capital Management L.P. | 15,661 | $565.0K | 0.00% | −42,786−73.2% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 15,575 | $563.7K | 0.19% | +6,720+75.9% | Added |
| IFP Advisors, Inc | 14,730 | $561.0K | 0.02% | +4,184+39.7% | Added |
| Stansberry Asset Management, LLC | 14,991 | $542.5K | 0.11% | +51+0.3% | Added |
| Continuum Advisory, LLC | 14,928 | $540.2K | 0.10% | −72−0.5% | Reduced |
| Pathway Financial Advisors LLC | 14,409 | $521.5K | 0.16% | 00.0% | Unchanged |
| Central Trust Co | 14,047 | $508.4K | 0.02% | −2,729−16.3% | Reduced |
| Colony Group LLC | 13,866 | $502.0K | 0.01% | +1,054+8.2% | Added |
| Cetera Advisors LLC | 12,998 | $470.4K | 0.01% | +5,428+71.7% | Added |
| Ford Financial Group, LLC | 12,744 | $461.2K | 0.18% | −60.0% | Reduced |
| Boenning & Scattergood, Inc. | 11,921 | $459.0K | 0.07% | +1,904+19.0% | Added |
| Financial Enhancement Group LLC | 12,223 | $455.1K | 0.09% | −141−1.1% | Reduced |
| Catalyst Private Wealth, LLC | 12,359 | $447.3K | 0.36% | +12,359 | New |
| Destiny Capital Corp | 11,779 | $435.0K | 0.36% | +11,779 | New |
| Vista Wealth Management Group, LLC | 12,000 | $434.3K | 0.05% | 00.0% | Unchanged |
| Weil Company, Inc. | 11,943 | $432.2K | 0.20% | +540+4.7% | Added |
| DFPG Investments, LLC | 11,181 | $416.6K | 0.07% | +11,181 | New |
| Wilbanks Smith & Thomas Asset Management LLC | 11,329 | $410.0K | 0.02% | 00.0% | Unchanged |
| Segment Wealth Management, LLC | 10,850 | $392.7K | 0.05% | −2,050−15.9% | Reduced |
| Michael B. Yongue | 10,798 | $390.8K | 0.37% | 00.0% | Unchanged |
| 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 |
| First Heartland Consultants, Inc. | 9,882 | $357.6K | 0.06% | +30.0% | Added |
| Brown Miller Wealth Management, LLC | 9,805 | $354.8K | 0.22% | +2,431+33.0% | Added |
| Mills Wealth Advisors LLC | 9,691 | $350.7K | 0.32% | +9,691 | New |
| Advisors Capital Management, LLC | 9,013 | $326.0K | 0.01% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 8,914 | $322.7K | 0.00% | −359−3.9% | Reduced |
| Lansing Street Advisors | 8,723 | $315.7K | 0.22% | 00.0% | Unchanged |
| Washington Trust Co | 8,558 | $309.7K | 0.01% | 00.0% | Unchanged |
| Milestone Asset Management, LLC | 7,894 | $302.6K | 0.18% | +7,894 | New |
| Lido Advisors, LLC | 8,041 | $291.0K | 0.01% | −1,255−13.5% | Reduced |
| Appleton Partners Inc | 7,803 | $282.0K | 0.03% | −490−5.9% | Reduced |
| MSH Capital Advisors LLC | 7,784 | $281.7K | 0.13% | +665+9.3% | Added |
| FirstPurpose Wealth LLC | 7,690 | $278.3K | 0.16% | +165+2.2% | Added |
| Capital Analysts, LLC | 7,555 | $273.0K | 0.02% | +1,473+24.2% | Added |
| Windsor Group LTD | 7,110 | $264.0K | 0.05% | −287−3.9% | Reduced |
| Derbend Asset Management | 7,187 | $260.1K | 0.21% | −66−0.9% | Reduced |
| Colonial River Wealth Management, LLC | 7,177 | $259.7K | 0.17% | −23,101−76.3% | Reduced |
| Sound View Wealth Advisors Group, LLC | 6,194 | $253.4K | 0.03% | +6,194 | New |
| Iron Financial, LLC | 6,577 | $238.0K | 0.14% | −140−2.1% | Reduced |
| Captrust Financial Advisors | 6,500 | $235.2K | 0.00% | +6,500 | New |
| Kestra Advisory Services, LLC | 6,470 | $234.1K | 0.00% | −9,031−58.3% | Reduced |