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
- +$834.9M (+27.9%) 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 | 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, 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 |
|---|---|---|---|---|---|
| Richard W. Paul & Associates, LLC | 6 | $235 | 0.00% | −2−25.0% | Reduced |
| West Financial Advisors, LLC | 13 | $509 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 20 | $782 | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 23 | $900 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 23 | $1.00K | 0.00% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 27 | $1.06K | 0.00% | +27 | New |
| Huntington National Bank | – | $1.17K | 0.00% | – | – |
| Glen Eagle Advisors, LLC | 33 | $1.29K | 0.00% | −60−64.5% | Reduced |
| Concord Wealth Partners | 40 | $1.56K | 0.00% | −1,755−97.8% | Reduced |
| Koesten, Hirschmann & Crabtree, INC. | 40 | $1.56K | 0.00% | +40 | New |
| Ellevest, Inc. | 49 | $1.92K | 0.00% | +49 | New |
| Tucker Asset Management LLC | 51 | $2.00K | 0.00% | +51 | New |
| Bogart Wealth, LLC | 71 | $2.78K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 82 | $3.21K | 0.00% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 83 | $3.25K | 0.00% | +83 | New |
| First Manhattan Co | 84 | $3.29K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 87 | $3.40K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 89 | $3.48K | 0.00% | +43+93.5% | Added |
| Signaturefd, LLC | 100 | $3.91K | 0.00% | +100 | New |
| Pacifica Partners Inc. | 100 | $3.96K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 99 | $4.00K | 0.00% | −29−22.7% | Reduced |
| HHM Wealth Advisors, LLC | 113 | $4.42K | 0.00% | +113 | New |
| CWM, LLC | 120 | $5.00K | 0.00% | −271−69.3% | Reduced |
| New England Capital Financial Advisors LLC | 135 | $5.28K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 135 | $5.28K | 0.00% | +135 | New |
| Ameritas Advisory Services, LLC | 135 | $5.33K | 0.00% | +135 | New |
| Ronald Blue Trust, Inc. | 174 | $6.00K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 169 | $6.63K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 182 | $7.12K | 0.00% | +53+41.1% | Added |
| Ancora Advisors, LLC | 189 | $7.39K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 191 | $7.47K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 217 | $8.49K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 258 | $10.1K | 0.00% | −440−63.0% | Reduced |
| Carolinas Wealth Consulting LLC | 292 | $11.4K | 0.00% | −2,062−87.6% | Reduced |
| Fifth Third Bancorp | 308 | $12.0K | 0.00% | −127−29.2% | Reduced |
| Citigroup Inc | 317 | $12.4K | 0.00% | +295+1,340.9% | Added |
| GPS Wealth Strategies Group, LLC | 335 | $13.1K | 0.00% | +335 | New |
| Glassman Wealth Services | 388 | $15.2K | 0.00% | −1,119−74.3% | Reduced |
| HBC Financial Services, PLLC | 511 | $20.0K | 0.02% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 589 | $23.0K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 618 | $24.2K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 655 | $25.6K | 0.01% | +655 | New |
| Beaird Harris Wealth Management, LLC | 710 | $27.8K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 735 | $29.0K | 0.01% | +735 | New |
| Bell Investment Advisors, Inc | 785 | $30.7K | 0.01% | +785 | New |
| Baystate Wealth Management LLC | 804 | $31.4K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 837 | $32.7K | 0.01% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 839 | $32.8K | 0.02% | 00.0% | Unchanged |
| Bessemer Group Inc | 869 | $34.0K | 0.00% | +500+135.5% | Added |
| Allworth Financial LP | 1,023 | $40.0K | 0.00% | +1+0.1% | Added |
| Colonial Trust Co | 1,078 | $42.2K | 0.01% | 00.0% | Unchanged |
| Hollencrest Capital Management | 1,159 | $45.3K | 0.00% | +164+16.5% | Added |
| Global Retirement Partners, LLC | 1,162 | $46.9K | 0.00% | +433+59.4% | Added |
| Providence Capital Advisors, LLC | 1,330 | $52.0K | 0.01% | +1,330 | New |
| National Bank of Canada | 1,421 | $55.6K | 0.00% | +49+3.6% | Added |
| Harbour Investments, Inc. | 1,505 | $58.9K | 0.00% | −347−18.7% | Reduced |
| Grey Fox Wealth Advisors, LLC | 1,528 | $59.8K | 0.04% | +1,528 | New |
| Salem Investment Counselors Inc | 1,599 | $62.5K | 0.00% | +200+14.3% | Added |
| Stonebridge Capital Advisors LLC | 1,801 | $70.4K | 0.01% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 2,052 | $80.3K | 0.02% | +200+10.8% | Added |
| Community Bank, N.A. | 2,054 | $80.3K | 0.01% | −120−5.5% | Reduced |
| Birch Capital Management, LLC | 2,061 | $80.6K | 0.05% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 2,368 | $92.6K | 0.02% | +2,368 | New |
| Larson Financial Group LLC | 2,561 | $100.2K | 0.01% | +6+0.2% | Added |
| Federation des caisses Desjardins du Quebec | 2,666 | $104.3K | 0.00% | −1,008−27.4% | Reduced |
| Matrix Trust Co | 3,015 | $118.0K | 0.03% | +3,015 | New |
| Northwestern Mutual Wealth Management Co | 3,870 | $151.4K | 0.00% | −329−7.8% | Reduced |
| Private Trust Co NA | 4,025 | $157.4K | 0.02% | +304+8.2% | Added |
| Lansing Street Advisors | 4,680 | $183.0K | 0.11% | −4,043−46.3% | Reduced |
| PDS Planning, Inc | 4,729 | $185.0K | 0.03% | +12+0.3% | Added |
| Spire Wealth Management | 5,102 | $199.5K | 0.01% | 00.0% | Unchanged |
| Myecfo, LLC | 5,115 | $200.0K | 0.15% | +5,115 | New |
| LaSalle St. Investment Advisors, LLC | 5,216 | $203.0K | 0.09% | +5,216 | New |
| MSH Capital Advisors LLC | 5,275 | $206.3K | 0.09% | −2,509−32.2% | Reduced |
| Hamilton Capital, LLC | 5,296 | $207.1K | 0.01% | +5,296 | New |
| Kestra Advisory Services, LLC | 5,403 | $211.3K | 0.00% | −1,067−16.5% | Reduced |
| Colonial River Wealth Management, LLC | 5,423 | $212.1K | 0.12% | −1,754−24.4% | Reduced |
| Heritage Investors Management Corp | 5,685 | $222.0K | 0.01% | 00.0% | Unchanged |
| Mosaic Family Wealth Partners, LLC | 5,712 | $223.4K | 0.05% | +5,712 | New |
| Citadel Advisors LLC | 5,760 | $225.3K | 0.00% | +5,760 | New |
| Washington Trust Advisors, Inc. | 5,906 | $231.0K | 0.02% | −215−3.5% | Reduced |
| Anchor Investment Management, LLC | 5,961 | $233.1K | 0.03% | −151−2.5% | Reduced |
| Van Eck Associates Corp | 5,993 | $234.0K | 0.00% | 00.0% | Unchanged |
| BEAM Asset Management, LLC | 6,086 | $238.0K | 0.24% | −262−4.1% | Reduced |
| Sound View Wealth Advisors Group, LLC | 6,105 | $238.8K | 0.03% | −89−1.4% | Reduced |
| McAdam, LLC | 6,150 | $240.5K | 0.02% | −3,874−38.6% | Reduced |
| Lee Financial Co | 6,188 | $242.0K | 0.04% | +6,188 | New |
| Mutual Advisors, LLC | 6,205 | $242.7K | 0.01% | +98+1.6% | Added |
| Secure Asset Management, LLC | 6,296 | $246.2K | 0.08% | +6,296 | New |
| Authentikos Wealth Advisory, LLC | 7,121 | $257.7K | 0.26% | +7,121 | New |
| Iron Financial, LLC | 6,595 | $257.9K | 0.14% | +18+0.3% | Added |
| Windsor Group LTD | 6,791 | $268.0K | 0.05% | −319−4.5% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 7,270 | $284.0K | 0.11% | +7,270 | New |
| WestEnd Advisors, LLC | – | $289.9K | 0.01% | – | – |
| Victory Capital Management Inc | 7,413 | $289.9K | 0.00% | +7,413 | New |
| Atria Wealth Solutions, Inc. | 7,746 | $302.9K | 0.00% | +7,746 | New |
| Appleton Partners Inc | 7,803 | $305.0K | 0.03% | 00.0% | Unchanged |
| Capital Analysts, LLC | 7,937 | $311.0K | 0.02% | +382+5.1% | Added |
| Lido Advisors, LLC | 8,187 | $320.2K | 0.00% | +146+1.8% | Added |
| Independent Advisor Alliance | 8,244 | $322.4K | 0.02% | −5,008−37.8% | Reduced |