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Livermore
Livermore
ZHEN

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.

Q1 2023 vs. Q4 2022

How the institutions holding World Gold Trust changed between Q4 2022 and Q1 2023.

All holders in Q1 2023All holders in Q4 2022

13F holders of GLDM: Q4 2022 compared with Q1 2023
MeasureQ4 2022Of which not filed for Q1 2023Q1 2023Change
Holders2756319+50
Shares88.6M5.46M98.0M+14.9M (+17.9%)
Value$3.19B$197.5M$3.82B+$834.9M (+27.9%)

6 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (70)

Institutions that held World Gold Trust at the end of Q1 2023 but not at the end of Q4 2022.

Institutions new to GLDM in Q1 2023
InstitutionSharesValue% of portfolio
Balentine LLC1,577,477$61.7M2.08%
Charles Schwab Investment Management Inc1,270,253$49.7M0.02%
Benjamin F. Edwards & Company, Inc.1,207,438$47.2M1.98%
Confluence Investment Management LLC623,882$24.4M0.36%
Cerity Partners LLC422,864$16.5M0.08%
Beaumont Financial Advisors, LLC391,546$15.3M1.55%
Continuum Wealth Advisors, LLC180,221$7.05M5.75%
WR Wealth Planners, LLC160,221$6.27M2.71%
New York State Common Retirement Fund117,766$4.61M0.01%
RSM US Wealth Management LLC95,485$3.73M0.13%
Benjamin Edwards Inc80,098$3.13M0.76%
Managed Asset Portfolios, LLC73,500$2.88M0.44%
Catalyst Capital Advisors LLC73,500$2.87M0.09%
Forbes Financial Planning, Inc.65,383$2.56M2.52%
National Asset Management, Inc.59,921$2.34M0.06%
GeoWealth Management, LLC50,828$1.99M0.23%
Great Valley Advisor Group, Inc.47,353$1.85M0.09%
Copperwynd Financial, LLC45,347$1.77M0.91%
Visionary Wealth Advisors43,846$1.71M0.15%
Intrua Financial, LLC37,195$1.48M0.31%
Lincoln National Corp36,689$1.43M0.03%
Two Sigma Securities, LLC33,084$1.29M0.11%
Oppenheimer & Co Inc32,099$1.26M0.03%
Q3 Asset Management31,206$1.22M1.02%
BFT Financial Group, LLC29,522$1.15M0.17%
Legacy Capital Wealth Partners, LLC25,863$1.01M0.28%
SWMG, LLC24,853$972.0K0.54%
Empowered Funds, LLC24,143$944.2K0.06%
Financial Sense Advisors, Inc.23,850$932.8K0.43%
Renaissance Technologies LLC23,400$915.0K0.00%
Petix & Botte Co19,355$757.0K0.51%
Sargent Investment Group, LLC19,113$753.2K0.20%
One Charles Private Wealth Services, LLC15,724$615.0K0.38%
HRT Financial LP14,590$570.0K0.01%
Great Lakes Retirement, Inc.12,854$502.7K0.09%
Change Path, LLC12,450$487.0K0.02%
Perennial Investment Advisors, LLC12,335$482.4K0.09%
Procyon Private Wealth Partners, LLC12,139$474.8K0.08%
Steward Partners Investment Advisory, LLC11,778$460.6K0.01%
Wealth Management Solutions, LLC9,292$363.4K0.21%
Aptus Capital Advisors, LLC9,183$359.1K0.01%
Regimen Wealth, LLC8,322$325.5K0.14%
Atria Wealth Solutions, Inc.7,746$302.9K0.00%
Victory Capital Management Inc7,413$289.9K0.00%
Householder Group Estate & Retirement Specialist, LLC7,270$284.0K0.11%
Authentikos Wealth Advisory, LLC7,121$257.7K0.26%
Secure Asset Management, LLC6,296$246.2K0.08%
Lee Financial Co6,188$242.0K0.04%
Citadel Advisors LLC5,760$225.3K0.00%
Mosaic Family Wealth Partners, LLC5,712$223.4K0.05%
Hamilton Capital, LLC5,296$207.1K0.01%
LaSalle St. Investment Advisors, LLC5,216$203.0K0.09%
Myecfo, LLC5,115$200.0K0.15%
Matrix Trust Co3,015$118.0K0.03%
Laurel Wealth Advisors LLC2,368$92.6K0.02%
Grey Fox Wealth Advisors, LLC1,528$59.8K0.04%
Providence Capital Advisors, LLC1,330$52.0K0.01%
Bell Investment Advisors, Inc785$30.7K0.01%
Retirement Group, LLC735$29.0K0.01%
Coastal Capital Group, Inc.655$25.6K0.01%
GPS Wealth Strategies Group, LLC335$13.1K0.00%
Ameritas Advisory Services, LLC135$5.33K0.00%
Headlands Technologies LLC135$5.28K0.00%
HHM Wealth Advisors, LLC113$4.42K0.00%
Signaturefd, LLC100$3.91K0.00%
Buck Wealth Strategies, LLC83$3.25K0.00%
Tucker Asset Management LLC51$2.00K0.00%
Ellevest, Inc.49$1.92K0.00%
Koesten, Hirschmann & Crabtree, INC.40$1.56K0.00%
Hillsdale Investment Management Inc.27$1.06K0.00%

Sold out (20)

Institutions that held World Gold Trust at the end of Q4 2022 and filed for Q1 2023 without it.

Institutions that sold out of GLDM in Q1 2023
InstitutionShares, Q4 2022Value, Q4 2022
Jane Street Group, LLC457,795$16.6M
Fullerton Fund Management Co Ltd.328,000$11.9M
Mercer Global Advisors Inc204,836$7.41M
MML Investors Services, LLC71,233$2.58M
Prime Capital Investment Advisors, LLC67,466$2.44M
Beacon Pointe Advisors, LLC50,634$1.83M
Acute Investment Advisory, LLC35,258$1.28M
Flow Traders U.S. LLC18,370$665.0K
CI Private Wealth, LLC17,100$618.8K
Ford Financial Group, LLC12,744$461.2K
Milestone Asset Management, LLC7,894$302.6K
Captrust Financial Advisors6,500$235.2K
Money Concepts Capital Corp1,689$61.1K
High Net Worth Advisory Group LLC1,500$54.3K
RFP Financial Group LLC1,090$39.4K
AdvisorNet Financial, Inc423$15.3K
GWM Advisors LLC367$13.3K
Beacon Capital Management, LLC54$1.95K
Crewe Advisors LLC9$326
PFG Private Wealth Management, LLC7$0

Not filed for Q1 2023 yet (6)

Institutions that held World Gold Trust at the end of Q4 2022 and haven't filed a 13F for Q1 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding GLDM in Q4 2022 that haven't filed for Q1 2023
InstitutionShares, Q4 2022Value, Q4 2022
Alaska Permanent Fund Corp5,224,000$189.1M
CoreCap Advisors, LLC164,380$5.95M
Lloyd Advisory Services, LLC.29,754$1.08M
ARGI Investment Services, LLC26,949$975.0K
Boenning & Scattergood, Inc.11,921$459.0K
Heritage Wealth Management, LLC86$3.11K