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 |
|---|---|---|---|---|---|
| ShoreHaven Wealth Partners, LLC | 8,286 | $324.1K | 0.23% | −16,104−66.0% | Reduced |
| Regimen Wealth, LLC | 8,322 | $325.5K | 0.14% | +8,322 | New |
| Washington Trust Co | 8,558 | $334.7K | 0.02% | 00.0% | Unchanged |
| Derbend Asset Management | 8,687 | $339.7K | 0.25% | +1,500+20.9% | Added |
| Catalyst Private Wealth, LLC | 8,980 | $351.2K | 0.24% | −3,379−27.3% | Reduced |
| Advisors Capital Management, LLC | 9,013 | $352.0K | 0.01% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 9,183 | $359.1K | 0.01% | +9,183 | New |
| Wealth Management Solutions, LLC | 9,292 | $363.4K | 0.21% | +9,292 | New |
| First Heartland Consultants, Inc. | 9,954 | $389.3K | 0.06% | +72+0.7% | Added |
| Brown Miller Wealth Management, LLC | 10,202 | $399.0K | 0.24% | +397+4.0% | Added |
| Veritable, L.P. | 10,750 | $420.4K | 0.01% | 00.0% | Unchanged |
| Segment Wealth Management, LLC | 10,850 | $424.3K | 0.05% | 00.0% | Unchanged |
| Pecaut & Co. | 10,895 | $426.1K | 0.19% | −107,220−90.8% | Reduced |
| The PNC Financial Services Group, Inc. | 10,944 | $428.0K | 0.00% | +194+1.8% | Added |
| Destiny Capital Corp | 11,298 | $441.9K | 0.36% | −481−4.1% | Reduced |
| Financial Enhancement Group LLC | 11,399 | $450.1K | 0.09% | −824−6.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 11,778 | $460.6K | 0.01% | +11,778 | New |
| Wilbanks Smith & Thomas Asset Management LLC | 11,894 | $465.2K | 0.02% | +565+5.0% | Added |
| Weil Company, Inc. | 11,943 | $467.1K | 0.21% | 00.0% | Unchanged |
| Vista Wealth Management Group, LLC | 12,000 | $469.3K | 0.05% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 12,139 | $474.8K | 0.08% | +12,139 | New |
| Perennial Investment Advisors, LLC | 12,335 | $482.4K | 0.09% | +12,335 | New |
| Change Path, LLC | 12,450 | $487.0K | 0.02% | +12,450 | New |
| Michael B. Yongue | 12,748 | $498.6K | 0.48% | +1,950+18.1% | Added |
| Great Lakes Retirement, Inc. | 12,854 | $502.7K | 0.09% | +12,854 | New |
| Stansberry Asset Management, LLC | 13,615 | $532.5K | 0.10% | −1,376−9.2% | Reduced |
| Colony Group LLC | 13,866 | $542.0K | 0.01% | 00.0% | Unchanged |
| Pathway Financial Advisors LLC | 14,409 | $563.5K | 0.19% | 00.0% | Unchanged |
| HRT Financial LP | 14,590 | $570.0K | 0.01% | +14,590 | New |
| Cetera Advisors LLC | 14,884 | $582.1K | 0.01% | +1,886+14.5% | Added |
| Central Trust Co | 14,931 | $584.0K | 0.02% | +884+6.3% | Added |
| JPMorgan Chase & Co | 15,260 | $596.0K | 0.00% | −1,789−10.5% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 15,575 | $609.1K | 0.19% | 00.0% | Unchanged |
| B.O.S.S. Retirement Advisors, LLC | 15,633 | $611.4K | 0.14% | −1,186−7.1% | Reduced |
| Brown Advisory Inc | 15,659 | $612.4K | 0.00% | 00.0% | Unchanged |
| One Charles Private Wealth Services, LLC | 15,724 | $615.0K | 0.38% | +15,724 | New |
| WCG Wealth Advisors LLC | 18,025 | $705.0K | 0.09% | −1,580−8.1% | Reduced |
| Robinson Value Management, Ltd. | 18,257 | $714.0K | 0.55% | 00.0% | Unchanged |
| DFPG Investments, LLC | 18,413 | $720.1K | 0.08% | +7,232+64.7% | Added |
| Requisite Capital Management, LLC | 38,287 | $725.2K | 0.22% | 00.0% | Unchanged |
| Caldwell Trust Co | 18,786 | $734.7K | 0.10% | +14,555+344.0% | Added |
| Sargent Investment Group, LLC | 19,113 | $753.2K | 0.20% | +19,113 | New |
| Petix & Botte Co | 19,355 | $757.0K | 0.51% | +19,355 | New |
| IFP Advisors, Inc | 20,177 | $765.7K | 0.04% | +5,447+37.0% | Added |
| Total Investment Management Inc | 20,019 | $782.9K | 0.15% | −6,630−24.9% | Reduced |
| Flagship Harbor Advisors, LLC | 20,231 | $791.2K | 0.07% | −601−2.9% | Reduced |
| Essex Financial Services, Inc. | 20,555 | $803.9K | 0.08% | +12,307+149.2% | Added |
| FirstPurpose Wealth LLC | 20,806 | $813.7K | 0.40% | +13,116+170.6% | Added |
| Diligent Investors, LLC | 20,838 | $815.0K | 0.25% | 00.0% | Unchanged |
| Leading Edge Financial Planning LLC | 20,980 | $820.5K | 0.59% | +3,453+19.7% | Added |
| Bridgewater Advisors Inc. | 21,565 | $843.4K | 0.18% | 00.0% | Unchanged |
| Acorn Wealth Advisors, LLC | 22,558 | $882.2K | 0.65% | −501−2.2% | Reduced |
| CIBC Private Wealth Group, LLC | 22,839 | $893.2K | 0.00% | +467+2.1% | Added |
| Kendall Capital Management | 22,940 | $897.0K | 0.43% | +380+1.7% | Added |
| Continuum Advisory, LLC | 23,350 | $913.2K | 0.15% | +8,422+56.4% | Added |
| Renaissance Technologies LLC | 23,400 | $915.0K | 0.00% | +23,400 | New |
| Financial Sense Advisors, Inc. | 23,850 | $932.8K | 0.43% | +23,850 | New |
| Empowered Funds, LLC | 24,143 | $944.2K | 0.06% | +24,143 | New |
| Carret Asset Management, LLC | 24,245 | $948.0K | 0.13% | −600−2.4% | Reduced |
| SWMG, LLC | 24,853 | $972.0K | 0.54% | +24,853 | New |
| Whittier Trust Co of Nevada Inc | 25,500 | $997.3K | 0.04% | 00.0% | Unchanged |
| Choate Investment Advisors | 25,760 | $1.01M | 0.05% | 00.0% | Unchanged |
| Legacy Capital Wealth Partners, LLC | 25,863 | $1.01M | 0.28% | +25,863 | New |
| Global Wealth Management Investment Advisory, Inc. | 26,881 | $1.05M | 0.32% | +1,230+4.8% | Added |
| Tocqueville Asset Management L.P. | 27,448 | $1.07M | 0.02% | 00.0% | Unchanged |
| BFT Financial Group, LLC | 29,522 | $1.15M | 0.17% | +29,522 | New |
| Creative Planning | 30,794 | $1.20M | 0.00% | +1,662+5.7% | Added |
| Mangham Associates,LLC | 30,805 | $1.21M | 1.91% | +6,723+27.9% | Added |
| Q3 Asset Management | 31,206 | $1.22M | 1.02% | +31,206 | New |
| Gradient Capital Advisors, LLC | 31,254 | $1.22M | 0.52% | −762−2.4% | Reduced |
| Oppenheimer & Co Inc | 32,099 | $1.26M | 0.03% | +32,099 | New |
| Brookstone Capital Management | 32,221 | $1.28M | 0.02% | −48,786−60.2% | Reduced |
| Two Sigma Securities, LLC | 33,084 | $1.29M | 0.11% | +33,084 | New |
| Merit Financial Group, LLC | 34,102 | $1.33M | 0.05% | +1,300+4.0% | Added |
| Atria Investments LLC | 34,214 | $1.34M | 0.03% | −12,934−27.4% | Reduced |
| Lincoln National Corp | 36,689 | $1.43M | 0.03% | +36,689 | New |
| Intrua Financial, LLC | 37,195 | $1.48M | 0.31% | +37,195 | New |
| Richard Bernstein Advisors LLC | 41,133 | $1.61M | 0.03% | +2,706+7.0% | Added |
| Cetera Advisor Networks LLC | 41,577 | $1.63M | 0.01% | +1,332+3.3% | Added |
| Visionary Wealth Advisors | 43,846 | $1.71M | 0.15% | +43,846 | New |
| Copperwynd Financial, LLC | 45,347 | $1.77M | 0.91% | +45,347 | New |
| Walkner Condon Financial Advisors LLC | 45,532 | $1.78M | 0.50% | +3,386+8.0% | Added |
| Quent Capital, LLC | 46,868 | $1.83M | 0.31% | +4,663+11.0% | Added |
| Great Valley Advisor Group, Inc. | 47,353 | $1.85M | 0.09% | +47,353 | New |
| WFA of San Diego, LLC | 47,665 | $1.86M | 1.95% | −4,955−9.4% | Reduced |
| Franklin Resources Inc | 47,848 | $1.87M | 0.00% | 00.0% | Unchanged |
| Scotia Capital Inc. | 49,112 | $1.92M | 0.01% | −2,661−5.1% | Reduced |
| Betterment LLC | 49,577 | $1.94M | 0.01% | −1,869−3.6% | Reduced |
| GeoWealth Management, LLC | 50,828 | $1.99M | 0.23% | +50,828 | New |
| Cambridge Associates LLC | 51,396 | $2.01M | 0.16% | 00.0% | Unchanged |
| Orion Portfolio Solutions, LLC | 51,762 | $2.02M | 0.03% | +13,548+35.5% | Added |
| Brinker Capital Investments, LLC | 51,762 | $2.02M | 0.03% | +27,761+115.7% | Added |
| Kraematon Investment Advisors, Inc | 52,549 | $2.06M | 2.38% | −325−0.6% | Reduced |
| Jacobi Capital Management LLC | 54,674 | $2.14M | 0.25% | −1,033−1.9% | Reduced |
| Rockefeller Capital Management L.P. | 56,547 | $2.21M | 0.01% | +40,886+261.1% | Added |
| Belpointe Asset Management LLC | 57,608 | $2.25M | 0.12% | +161+0.3% | Added |
| National Asset Management, Inc. | 59,921 | $2.34M | 0.06% | +59,921 | New |
| Mills Wealth Advisors LLC | 60,145 | $2.35M | 1.89% | +50,454+520.6% | Added |
| Lodestar Private Asset Management LLC | 61,800 | $2.42M | 0.43% | +5,321+9.4% | Added |
| Evercore Wealth Management, LLC | 64,063 | $2.51M | 0.05% | −10,550−14.1% | Reduced |