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, Q1 2023
Institutional positions in World Gold Trust as of Mar 31, 2023. 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
- 319
- +50 vs. Q4 2022
- Shares held
- 98.0M
- +14.9M (+17.9%) vs. Q4 2022
- Total value
- $3.82B
- +$352.3M (+10.1%) vs. Q4 2022
- New holders
- 70
- 109 more added
- Sold out
- 20
- 88 more reduced
6 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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 | 878 | $13.9B |
| Q3 2025 | 754 | $11.8B |
| Q2 2025 | 702 | $9.26B |
| Q1 2025 | 618 | $8.05B |
| Q4 2024 | 541 | $5.85B |
| Q3 2024 | 465 | $5.95B |
| Q2 2024 | 406 | $4.21B |
| Q1 2024 | 375 | $4.84B |
| Q4 2023 | 374 | $4.09B |
| Q3 2023 | 345 | $3.52B |
| Q2 2023 | 334 | $4.12B |
| Q1 2023 | 319 | $3.95B |
| Q4 2022 | 275 | $3.67B |
| Q3 2022 | 255 | $2.88B |
| Q2 2022 | 274 | $3.11B |
| Q1 2022 | 240 | $2.55B |
| Q4 2021 | 258 | $2.86B |
| Q3 2021 | 235 | $2.75B |
| Q2 2021 | 239 | $2.81B |
| Q1 2021 | 227 | $2.69B |
Institutions, Q1 2023
Shares, value and share of portfolio for each institution holding World Gold Trust; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sumitomo Mitsui Trust Holdings, Inc. | 14,400,000 | $563.2M | 0.42% | +1,300,000+9.9% | Added |
| Cassaday & Co Wealth Management LLC | 5,235,784 | $204.8M | 8.73% | +29,871+0.6% | Added |
| Evoke Wealth, LLC | 5,045,680 | $191.8M | 7.00% | +154,101+3.2% | Added |
| Morgan Stanley | 4,822,105 | $188.6M | 0.02% | +800,990+19.9% | Added |
| Adventist Health System Sunbelt Healthcare Corp | 4,631,526 | $181.1M | 13.60% | −604,144−11.5% | Reduced |
| 3EDGE Asset Management, LP | 3,949,131 | $154.5M | 11.65% | +2,433,845+160.6% | Added |
| Toroso Investments, LLC | 3,232,470 | $126.4M | 4.16% | −39,625−1.2% | Reduced |
| UBS Group AG | 2,877,861 | $112.6M | 0.05% | +349,002+13.8% | Added |
| Asset Management One Co.,Ltd. | 2,771,375 | $108.4M | 0.49% | +329,839+13.5% | Added |
| Bank of America Corp | 1,984,266 | $77.6M | 0.01% | +135,558+7.3% | Added |
| Stifel Financial Corp | 1,943,309 | $76.0M | 0.11% | +1,656,224+576.9% | Added |
| Congress Wealth Management LLC | 1,825,528 | $71.4M | 1.72% | +411,624+29.1% | Added |
| State Street Corp | 1,797,979 | $70.3M | 0.00% | +565,442+45.9% | Added |
| Gradient Investments LLC | 1,710,622 | $66.9M | 1.82% | −65,709−3.7% | Reduced |
| Balentine LLC | 1,577,477 | $61.7M | 2.08% | +1,577,477 | New |
| Medici Capital LLC | 1,379,577 | $54.0M | 66.78% | +633,341+84.9% | Added |
| Greenline Partners, LLC | 1,375,743 | $53.8M | 10.27% | −6,742−0.5% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 1,374,182 | $53.7M | 0.13% | −180,086−11.6% | Reduced |
| Charles Schwab Investment Management Inc | 1,270,253 | $49.7M | 0.02% | +1,270,253 | New |
| Miracle Mile Advisors, LLC | 1,247,699 | $48.8M | 1.58% | +1,771+0.1% | Added |
| Benjamin F. Edwards & Company, Inc. | 1,207,438 | $47.2M | 1.98% | +1,207,438 | New |
| Cohen & Steers, Inc. | 1,204,442 | $47.1M | 0.10% | −313,520−20.7% | Reduced |
| Ameriprise Financial Inc | 1,129,333 | $44.1M | 0.01% | +208,291+22.6% | Added |
| Hollow Brook Wealth Management LLC | 1,078,664 | $42.2M | 19.99% | +49,722+4.8% | Added |
| Strategic Financial Services, Inc, | 1,027,760 | $40.2M | 3.11% | −14,676−1.4% | Reduced |
| Bank of New York Mellon Corp | 925,879 | $36.2M | 0.01% | −42,599−4.4% | Reduced |
| Richard C. Young & CO., LTD. | 873,723 | $34.2M | 4.71% | +5,303+0.6% | Added |
| LPL Financial LLC | 836,079 | $32.7M | 0.03% | +62,822+8.1% | Added |
| AE Wealth Management LLC | 834,305 | $32.6M | 0.21% | +113,761+15.8% | Added |
| American Investment Services, Inc. | 897,527 | $32.5M | 6.68% | 00.0% | Unchanged |
| Royal Bank of Canada | 790,324 | $30.9M | 0.01% | +166,716+26.7% | Added |
| TownSquare Capital, LLC | 709,092 | $27.7M | 0.61% | +440,856+164.4% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 699,310 | $27.4M | 0.49% | +95,350+15.8% | Added |
| Envestnet Asset Management Inc | 666,844 | $26.1M | 0.01% | −3,130−0.5% | Reduced |
| Capital Planning Advisors, LLC | 635,962 | $24.9M | 5.29% | +100,716+18.8% | Added |
| Confluence Investment Management LLC | 623,882 | $24.4M | 0.36% | +623,882 | New |
| Raymond James Financial Services Advisors, Inc. | 614,835 | $24.0M | 0.05% | +171,796+38.8% | Added |
| Burt Wealth Advisors | 571,505 | $22.4M | 6.95% | +819+0.1% | Added |
| SNS Financial Group, LLC | 536,866 | $21.0M | 2.76% | +16,934+3.3% | Added |
| Brandywine Oak Private Wealth LLC | 523,665 | $20.5M | 2.39% | −5,175−1.0% | Reduced |
| MBL Wealth, LLC | 484,434 | $18.9M | 2.96% | +19,072+4.1% | Added |
| Parcion Private Wealth LLC | 474,658 | $18.6M | 1.94% | +64,029+15.6% | Added |
| PFS Investments Inc. | 462,573 | $18.4M | 0.32% | −25,607−5.2% | Reduced |
| Assetmark, Inc | 460,025 | $18.0M | 0.07% | −98,746−17.7% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 447,673 | $17.5M | 0.88% | −58,634−11.6% | Reduced |
| Cerity Partners LLC | 422,864 | $16.5M | 0.04% | +422,864 | New |
| Beaumont Financial Advisors, LLC | 391,546 | $15.3M | 1.55% | +391,546 | New |
| JNBA Financial Advisors | 371,728 | $14.5M | 1.89% | −6,138−1.6% | Reduced |
| Baird Financial Group, Inc. | 364,528 | $14.3M | 0.04% | +12,895+3.7% | Added |
| Wells Fargo & Company | 364,035 | $14.2M | 0.00% | +97,983+36.8% | Added |
| Joseph Group Capital Management | 360,469 | $14.1M | 12.37% | +5,743+1.6% | Added |
| Keudell/Morrison Wealth Management | 356,734 | $14.0M | 4.11% | −23,560−6.2% | Reduced |
| Advisor Group Holdings, Inc. | 345,441 | $13.5M | 0.03% | −37,030−9.7% | Reduced |
| Raymond James & Associates | 342,191 | $13.4M | 0.01% | +16,406+5.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 341,914 | $13.4M | 0.07% | +78,118+29.6% | Added |
| Nottingham Advisors, Inc. | 338,799 | $13.3M | 1.76% | +1,422+0.4% | Added |
| Eudaimonia Partners, LLC | 334,981 | $13.1M | 3.18% | −17,036−4.8% | Reduced |
| Gould Asset Management LLC | 298,982 | $11.7M | 3.33% | −2,800−0.9% | Reduced |
| Timber Creek Capital Management LLC | 275,848 | $10.8M | 3.85% | −3,604−1.3% | Reduced |
| Coco Enterprises, LLC | 263,726 | $10.4M | 8.29% | +1,802+0.7% | Added |
| SEI Investments Co | 258,071 | $10.1M | 0.02% | −70,432−21.4% | Reduced |
| Deutsche Bank AG | 250,000 | $9.78M | 0.01% | −23,250−8.5% | Reduced |
| R. W. Roge & Company, Inc. | 235,537 | $9.21M | 5.90% | −49,138−17.3% | Reduced |
| AIFG Consultants Ltd. | 210,270 | $8.22M | 6.96% | +46,824+28.6% | Added |
| Financial Strategies Group, Inc. | 208,134 | $8.14M | 3.13% | −7,453−3.5% | Reduced |
| Warren Street Wealth Advisors, LLC | 192,071 | $7.51M | 5.35% | +6,607+3.6% | Added |
| Continuum Wealth Advisors, LLC | 180,221 | $7.05M | 5.75% | +180,221 | New |
| Private Advisor Group, LLC | 170,903 | $6.68M | 0.06% | −167,182−49.4% | Reduced |
| Synovus Financial Corp | 161,901 | $6.33M | 0.07% | −4,592−2.8% | Reduced |
| WR Wealth Planners, LLC | 160,221 | $6.27M | 2.71% | +160,221 | New |
| Versant Capital Management, Inc | 148,327 | $5.80M | 1.95% | −2,235−1.5% | Reduced |
| Retirement Income Solutions, Inc | 145,379 | $5.69M | 1.66% | −2,989−2.0% | Reduced |
| Wealth Advisory Solutions, LLC | 143,737 | $5.62M | 1.49% | +1,202+0.8% | Added |
| Cetera Investment Advisers | 142,964 | $5.59M | 0.05% | −10,326−6.7% | Reduced |
| Glenview Trust Co | 139,500 | $5.46M | 0.16% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 138,607 | $5.42M | 0.81% | +2,660+2.0% | Added |
| Hudson Capital Management LLC | 136,357 | $5.33M | 2.12% | +2,431+1.8% | Added |
| Fortis Advisors, LLC | 131,058 | $5.13M | 3.35% | +62,387+90.8% | Added |
| Peak Financial Advisors LLC | 130,698 | $5.11M | 4.32% | −6,318−4.6% | Reduced |
| Advanced Research Investment Solutions, LLC | 125,790 | $4.92M | 2.82% | −5,484−4.2% | Reduced |
| Zhang Financial LLC | 119,733 | $4.68M | 0.53% | −4,114−3.3% | Reduced |
| New York State Common Retirement Fund | 117,766 | $4.61M | 0.01% | +117,766 | New |
| New York Life Investment Management LLC | 115,446 | $4.52M | 0.05% | +5,781+5.3% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 115,125 | $4.50M | 0.01% | +106,211+1,191.5% | Added |
| Stapp Wealth Management, PLLC | 110,954 | $4.34M | 5.96% | +36,176+48.4% | Added |
| AMJ Financial Wealth Management | 110,750 | $4.33M | 2.79% | −119,904−52.0% | Reduced |
| Baker Tilly Wealth Management, LLC | 107,772 | $4.21M | 0.47% | +51,662+92.1% | Added |
| Flynn Zito Capital Management, LLC | 102,689 | $4.02M | 2.92% | +4,630+4.7% | Added |
| Accretive Wealth Partners, LLC | 100,496 | $3.93M | 2.51% | +3,501+3.6% | Added |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 99,681 | $3.90M | 1.89% | +62,436+167.6% | Added |
| RSM US Wealth Management LLC | 95,485 | $3.73M | 0.13% | +95,485 | New |
| Wallace Advisory Group, LLC | 93,823 | $3.67M | 2.79% | +58,268+163.9% | Added |
| Avantax Advisory Services, Inc. | 93,090 | $3.64M | 0.04% | +576+0.6% | Added |
| Inspirion Wealth Advisors, LLC | 91,537 | $3.58M | 0.72% | +4,345+5.0% | Added |
| Financial Guidance Group, Inc. | 90,552 | $3.54M | 2.69% | −7,702−7.8% | Reduced |
| E Fund Management Co., Ltd. | 88,235 | $3.45M | 0.25% | −13,001−12.8% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 84,279 | $3.30M | 0.23% | +3,044+3.7% | Added |
| Integrated Advisors Network LLC | 83,341 | $3.26M | 0.20% | +28,224+51.2% | Added |
| Wealthcare Advisory Partners LLC | 80,566 | $3.15M | 0.14% | +44,897+125.9% | Added |
| Ci Investments Inc. | 80,534 | $3.15M | 0.02% | −12,000−13.0% | Reduced |