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 |
|---|---|---|---|---|---|
| BEAM Asset Management, LLC | 6,348 | $229.7K | 0.24% | −251−3.8% | Reduced |
| Washington Trust Advisors, Inc. | 6,121 | $221.5K | 0.02% | +86+1.4% | Added |
| Anchor Investment Management, LLC | 6,112 | $221.2K | 0.03% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 6,107 | $221.0K | 0.01% | +6,107 | New |
| Van Eck Associates Corp | 5,993 | $217.0K | 0.00% | 00.0% | Unchanged |
| Heritage Investors Management Corp | 5,685 | $206.0K | 0.01% | +5,685 | New |
| WestEnd Advisors, LLC | 5,292 | $191.5K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 5,102 | $185.0K | 0.01% | +1,696+49.8% | Added |
| McAdam, LLC | 10,024 | $182.0K | 0.02% | +3,187+46.6% | Added |
| PDS Planning, Inc | 4,717 | $170.7K | 0.03% | +353+8.1% | Added |
| Caldwell Trust Co | 4,231 | $153.1K | 0.02% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 4,199 | $152.0K | 0.00% | +668+18.9% | Added |
| Private Trust Co NA | 3,721 | $135.0K | 0.02% | +3,721 | New |
| Federation des caisses Desjardins du Quebec | 3,674 | $133.0K | 0.00% | −189−4.9% | Reduced |
| Larson Financial Group LLC | 2,555 | $92.5K | 0.01% | +152+6.3% | Added |
| Carolinas Wealth Consulting LLC | 2,354 | $85.2K | 0.02% | −1,927−45.0% | Reduced |
| Community Bank, N.A. | 2,174 | $78.7K | 0.01% | −10−0.5% | Reduced |
| Birch Capital Management, LLC | 2,061 | $74.6K | 0.05% | 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 |
| Stonebridge Capital Advisors LLC | 1,801 | $65.2K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 1,795 | $65.0K | 0.02% | +1,795 | New |
| Money Concepts Capital Corp | 1,689 | $61.1K | 0.00% | −236−12.3% | Reduced |
| Glassman Wealth Services | 1,507 | $54.5K | 0.01% | −894−37.2% | Reduced |
| High Net Worth Advisory Group LLC | 1,500 | $54.3K | 0.02% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 1,399 | $50.6K | 0.00% | +1,399 | New |
| National Bank of Canada | 1,372 | $49.7K | 0.00% | −291−17.5% | Reduced |
| RFP Financial Group LLC | 1,090 | $39.4K | 0.02% | +1,090 | New |
| Huntington National Bank | – | $39.2K | 0.00% | – | – |
| Colonial Trust Co | 1,078 | $39.0K | 0.01% | +1,078 | New |
| Allworth Financial LP | 1,022 | $37.0K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 995 | $36.0K | 0.00% | +995 | New |
| Carmichael Hill & Associates, Inc. | 839 | $30.4K | 0.02% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 804 | $29.0K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 837 | $27.6K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 729 | $26.4K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 710 | $25.7K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 698 | $25.3K | 0.00% | −61−8.0% | Reduced |
| Sound Income Strategies, LLC | 618 | $22.4K | 0.00% | +332+116.1% | Added |
| Financial Management Professionals, Inc. | 589 | $21.0K | 0.00% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 511 | $18.0K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 435 | $15.7K | 0.00% | +197+82.8% | Added |
| AdvisorNet Financial, Inc | 423 | $15.3K | 0.00% | +19+4.7% | Added |
| CWM, LLC | 391 | $14.0K | 0.00% | −221−36.1% | Reduced |
| GWM Advisors LLC | 367 | $13.3K | 0.00% | +367 | New |
| Bessemer Group Inc | 369 | $13.0K | 0.00% | +369 | New |
| Private Advisor Group, LLC | 338,085 | $12.2K | 0.00% | −48,787−12.6% | Reduced |
| Financial Perspectives, Inc | 217 | $7.85K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 189 | $7.00K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 191 | $6.91K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 169 | $6.13K | 0.00% | +169 | New |
| Ronald Blue Trust, Inc. | 174 | $6.00K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 135 | $5.17K | 0.00% | +135 | New |
| Tower Research Capital LLC (TRC) | 128 | $5.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 129 | $4.67K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 100 | $3.60K | 0.00% | +23+29.9% | Added |
| Glen Eagle Advisors, LLC | 93 | $3.37K | 0.00% | −11−10.6% | Reduced |
| Advisory Services Network, LLC | 87 | $3.15K | 0.00% | +87 | New |
| Heritage Wealth Management, LLC | 86 | $3.11K | 0.00% | +43+100.0% | Added |
| First Manhattan Co | 84 | $3.04K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 82 | $2.97K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 71 | $2.57K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 54 | $1.95K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 46 | $1.67K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 23 | $1.00K | 0.00% | +23 | New |
| Brown, Lisle/Cummings, Inc. | 23 | $832 | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 22,372 | $810 | 0.00% | −1,000−4.3% | Reduced |
| Citigroup Inc | 22 | $796 | 0.00% | −90−80.4% | Reduced |
| North Star Investment Management Corp. | 20 | $724 | 0.00% | +20 | New |
| West Financial Advisors, LLC | 13 | $470 | 0.00% | +13 | New |
| Crewe Advisors LLC | 9 | $326 | 0.00% | +9 | New |
| Richard W. Paul & Associates, LLC | 8 | $290 | 0.00% | +8 | New |
| PFG Private Wealth Management, LLC | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Independent Advisor Alliance | 13,252 | – | – | +887+7.2% | Added |
| Essex Financial Services, Inc. | 8,248 | – | – | −174−2.1% | Reduced |
| Charles Schwab Investment Management Inc | 0 | $0 | 0.00% | −1,109,762−100.0% | Sold out |
| Compass Ion Advisors, LLC | 0 | $0 | 0.00% | −188,033−100.0% | Sold out |
| Goodman Advisory Group, LLC | 0 | $0 | 0.00% | −138,842−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −127,691−100.0% | Sold out |
| Simplicity Wealth,LLC | 0 | $0 | 0.00% | −33,836−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −25,065−100.0% | Sold out |
| Laurel Wealth Advisors, Inc. | 0 | $0 | 0.00% | −24,181−100.0% | Sold out |
| CX Institutional | 0 | $0 | 0.00% | −22,676−100.0% | Sold out |
| Sargent Investment Group, LLC | 0 | $0 | 0.00% | −16,135−100.0% | Sold out |
| Formidable Asset Management, LLC | 0 | $0 | 0.00% | −16,002−100.0% | Sold out |
| Buckingham Strategic Partners | 0 | $0 | 0.00% | −14,261−100.0% | Sold out |
| Householder Group Estate & Retirement Specialist, LLC | 0 | $0 | 0.00% | −9,032−100.0% | Sold out |
| Csenge Advisory Group | 0 | $0 | 0.00% | −7,141−100.0% | Sold out |
| Mather Group, LLC. | 0 | $0 | 0.00% | −6,881−100.0% | Sold out |
| Lee Financial Co | 0 | $0 | 0.00% | −6,188−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −6,116−100.0% | Sold out |
| Vigilant Capital Management, LLC | 0 | $0 | 0.00% | −4,532−100.0% | Sold out |
| Professional Financial Advisors, LLC | 0 | $0 | 0.00% | −3,266−100.0% | Sold out |
| Private Ocean, LLC | 0 | $0 | 0.00% | −808−100.0% | Sold out |
| GPS Wealth Strategies Group, LLC | 0 | $0 | 0.00% | −335−100.0% | Sold out |
| Selective Wealth Management, Inc. | 0 | $0 | 0.00% | −81−100.0% | Sold out |
| Center for Financial Planning, Inc. | 0 | $0 | 0.00% | −26−100.0% | Sold out |
| Sargent Bickham Lagudis LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Syntal Capital Partners, LLC | 0 | $0 | 0.00% | −1,370−100.0% | Sold out |
| Wealthsimple Inc. | – | – | – | – | Not filed |