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 |
|---|---|---|---|---|---|
| Mariner, LLC | 64,460 | $2.52M | 0.01% | −19,137−22.9% | Reduced |
| Forbes Financial Planning, Inc. | 65,383 | $2.56M | 2.52% | +65,383 | New |
| Baker Ellis Asset Management LLC | 65,600 | $2.57M | 0.46% | −275−0.4% | Reduced |
| IMC-Chicago, LLC | 65,607 | $2.57M | 0.43% | +7,198+12.3% | Added |
| Cabot Wealth Management Inc | 66,241 | $2.59M | 0.41% | +1,514+2.3% | Added |
| Sentinel Pension Advisors Inc | 64,908 | $2.60M | 0.66% | +2,501+4.0% | Added |
| Alliance Wealth Advisors, LLC | 67,289 | $2.63M | 1.06% | +45,657+211.1% | Added |
| Mission Creek Capital Partners, Inc. | 69,630 | $2.72M | 0.93% | −151−0.2% | Reduced |
| Marble Harbor Investment Counsel, LLC | 71,625 | $2.80M | 0.36% | −3,000−4.0% | Reduced |
| Commonwealth Equity Services, LLC | 72,308 | $2.83M | 0.01% | −8,039−10.0% | Reduced |
| Catalyst Capital Advisors LLC | 73,500 | $2.87M | 0.09% | +73,500 | New |
| Managed Asset Portfolios, LLC | 73,500 | $2.88M | 0.44% | +73,500 | New |
| Advisory Alpha, LLC | 73,714 | $2.88M | 0.18% | +5,825+8.6% | Added |
| Abbrea Capital, LLC | 75,454 | $2.95M | 0.50% | +357+0.5% | Added |
| Purus Wealth Management, LLC | 76,103 | $2.98M | 2.35% | −830−1.1% | Reduced |
| Tokio Marine Asset Management Co Ltd | 76,200 | $2.98M | 0.21% | +3,200+4.4% | Added |
| Upper Left Wealth Management, LLC | 77,008 | $3.01M | 3.42% | −1,860−2.4% | Reduced |
| BKD Wealth Advisors, LLC | 79,875 | $3.12M | 0.10% | +197+0.2% | Added |
| Benjamin Edwards Inc | 80,098 | $3.13M | 0.76% | +80,098 | New |
| Ci Investments Inc. | 80,534 | $3.15M | 0.02% | −12,000−13.0% | Reduced |
| Wealthcare Advisory Partners LLC | 80,566 | $3.15M | 0.14% | +44,897+125.9% | Added |
| Integrated Advisors Network LLC | 83,341 | $3.26M | 0.20% | +28,224+51.2% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 84,279 | $3.30M | 0.23% | +3,044+3.7% | Added |
| E Fund Management Co., Ltd. | 88,235 | $3.45M | 0.25% | −13,001−12.8% | Reduced |
| Financial Guidance Group, Inc. | 90,552 | $3.54M | 2.69% | −7,702−7.8% | Reduced |
| Inspirion Wealth Advisors, LLC | 91,537 | $3.58M | 0.72% | +4,345+5.0% | Added |
| Avantax Advisory Services, Inc. | 93,090 | $3.64M | 0.04% | +576+0.6% | Added |
| Wallace Advisory Group, LLC | 93,823 | $3.67M | 2.79% | +58,268+163.9% | Added |
| RSM US Wealth Management LLC | 95,485 | $3.73M | 0.13% | +95,485 | New |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 99,681 | $3.90M | 1.89% | +62,436+167.6% | Added |
| Accretive Wealth Partners, LLC | 100,496 | $3.93M | 2.51% | +3,501+3.6% | Added |
| Flynn Zito Capital Management, LLC | 102,689 | $4.02M | 2.92% | +4,630+4.7% | Added |
| Baker Tilly Wealth Management, LLC | 107,772 | $4.21M | 0.47% | +51,662+92.1% | Added |
| AMJ Financial Wealth Management | 110,750 | $4.33M | 2.79% | −119,904−52.0% | Reduced |
| Stapp Wealth Management, PLLC | 110,954 | $4.34M | 8.90% | +36,176+48.4% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 115,125 | $4.50M | 0.01% | +106,211+1,191.5% | Added |
| New York Life Investment Management LLC | 115,446 | $4.52M | 0.05% | +5,781+5.3% | Added |
| New York State Common Retirement Fund | 117,766 | $4.61M | 0.01% | +117,766 | New |
| Zhang Financial LLC | 119,733 | $4.68M | 0.53% | −4,114−3.3% | Reduced |
| Advanced Research Investment Solutions, LLC | 125,790 | $4.92M | 2.82% | −5,484−4.2% | Reduced |
| Peak Financial Advisors LLC | 130,698 | $5.11M | 4.32% | −6,318−4.6% | Reduced |
| Fortis Advisors, LLC | 131,058 | $5.13M | 3.35% | +62,387+90.8% | Added |
| Hudson Capital Management LLC | 136,357 | $5.33M | 2.12% | +2,431+1.8% | Added |
| Harbor Investment Advisory, LLC | 138,607 | $5.42M | 0.81% | +2,660+2.0% | Added |
| Glenview Trust Co | 139,500 | $5.46M | 0.16% | 00.0% | Unchanged |
| Cetera Investment Advisers | 142,964 | $5.59M | 0.05% | −10,326−6.7% | Reduced |
| Wealth Advisory Solutions, LLC | 143,737 | $5.62M | 1.49% | +1,202+0.8% | Added |
| Retirement Income Solutions, Inc | 145,379 | $5.69M | 1.66% | −2,989−2.0% | Reduced |
| Versant Capital Management, Inc | 148,327 | $5.80M | 1.95% | −2,235−1.5% | Reduced |
| WR Wealth Planners, LLC | 160,221 | $6.27M | 2.71% | +160,221 | New |
| Synovus Financial Corp | 161,901 | $6.33M | 0.07% | −4,592−2.8% | Reduced |
| Private Advisor Group, LLC | 170,903 | $6.68M | 0.06% | −167,182−49.4% | Reduced |
| Continuum Wealth Advisors, LLC | 180,221 | $7.05M | 5.75% | +180,221 | New |
| Warren Street Wealth Advisors, LLC | 192,071 | $7.51M | 5.35% | +6,607+3.6% | Added |
| Financial Strategies Group, Inc. | 208,134 | $8.14M | 3.13% | −7,453−3.5% | Reduced |
| AIFG Consultants Ltd. | 210,270 | $8.22M | 6.96% | +46,824+28.6% | Added |
| R. W. Roge & Company, Inc. | 235,537 | $9.21M | 5.90% | −49,138−17.3% | Reduced |
| Deutsche Bank AG | 250,000 | $9.78M | 0.01% | −23,250−8.5% | Reduced |
| SEI Investments Co | 258,071 | $10.1M | 0.02% | −70,432−21.4% | Reduced |
| Coco Enterprises, LLC | 263,726 | $10.4M | 8.29% | +1,802+0.7% | Added |
| Timber Creek Capital Management LLC | 275,848 | $10.8M | 3.85% | −3,604−1.3% | Reduced |
| Gould Asset Management LLC | 298,982 | $11.7M | 3.33% | −2,800−0.9% | Reduced |
| Eudaimonia Partners, LLC | 334,981 | $13.1M | 3.18% | −17,036−4.8% | Reduced |
| Nottingham Advisors, Inc. | 338,799 | $13.3M | 1.76% | +1,422+0.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 341,914 | $13.4M | 0.07% | +78,118+29.6% | Added |
| Raymond James & Associates | 342,191 | $13.4M | 0.01% | +16,406+5.0% | Added |
| Advisor Group Holdings, Inc. | 345,441 | $13.5M | 0.03% | −37,030−9.7% | Reduced |
| Keudell/Morrison Wealth Management | 356,734 | $14.0M | 4.11% | −23,560−6.2% | Reduced |
| Joseph Group Capital Management | 360,469 | $14.1M | 12.37% | +5,743+1.6% | Added |
| Wells Fargo & Company | 364,035 | $14.2M | 0.00% | +97,983+36.8% | Added |
| Baird Financial Group, Inc. | 364,528 | $14.3M | 0.04% | +12,895+3.7% | Added |
| JNBA Financial Advisors | 371,728 | $14.5M | 1.89% | −6,138−1.6% | Reduced |
| Beaumont Financial Advisors, LLC | 391,546 | $15.3M | 1.55% | +391,546 | New |
| Cerity Partners LLC | 422,864 | $16.5M | 0.08% | +422,864 | New |
| Oversea-Chinese Banking CORP Ltd | 447,673 | $17.5M | 0.88% | −58,634−11.6% | Reduced |
| Assetmark, Inc | 460,025 | $18.0M | 0.07% | −98,746−17.7% | Reduced |
| PFS Investments Inc. | 462,573 | $18.4M | 0.32% | −25,607−5.2% | Reduced |
| Parcion Private Wealth LLC | 474,658 | $18.6M | 1.94% | +64,029+15.6% | Added |
| MBL Wealth, LLC | 484,434 | $18.9M | 2.96% | +19,072+4.1% | Added |
| Brandywine Oak Private Wealth LLC | 523,665 | $20.5M | 2.39% | −5,175−1.0% | Reduced |
| SNS Financial Group, LLC | 536,866 | $21.0M | 2.76% | +16,934+3.3% | Added |
| Burt Wealth Advisors | 571,505 | $22.4M | 6.95% | +819+0.1% | Added |
| Raymond James Financial Services Advisors, Inc. | 614,835 | $24.0M | 0.05% | +171,796+38.8% | Added |
| Confluence Investment Management LLC | 623,882 | $24.4M | 0.36% | +623,882 | New |
| Capital Planning Advisors, LLC | 635,962 | $24.9M | 5.29% | +100,716+18.8% | Added |
| Envestnet Asset Management Inc | 666,844 | $26.1M | 0.01% | −3,130−0.5% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 699,310 | $27.4M | 0.49% | +95,350+15.8% | Added |
| TownSquare Capital, LLC | 709,092 | $27.7M | 0.61% | +440,856+164.4% | Added |
| Royal Bank of Canada | 790,324 | $30.9M | 0.01% | +166,716+26.7% | Added |
| American Investment Services, Inc. | 897,527 | $32.5M | 6.68% | 00.0% | Unchanged |
| AE Wealth Management LLC | 834,305 | $32.6M | 0.21% | +113,761+15.8% | Added |
| LPL Financial LLC | 836,079 | $32.7M | 0.03% | +62,822+8.1% | Added |
| Richard C. Young & CO., LTD. | 873,723 | $34.2M | 4.71% | +5,303+0.6% | Added |
| Bank of New York Mellon Corp | 925,879 | $36.2M | 0.01% | −42,599−4.4% | Reduced |
| Strategic Financial Services, Inc, | 1,027,760 | $40.2M | 3.11% | −14,676−1.4% | Reduced |
| Hollow Brook Wealth Management LLC | 1,078,664 | $42.2M | 19.99% | +49,722+4.8% | Added |
| Ameriprise Financial Inc | 1,129,333 | $44.1M | 0.01% | +208,291+22.6% | Added |
| Cohen & Steers, Inc. | 1,204,442 | $47.1M | 0.10% | −313,520−20.7% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 1,207,438 | $47.2M | 1.98% | +1,207,438 | New |
| Miracle Mile Advisors, LLC | 1,247,699 | $48.8M | 1.58% | +1,771+0.1% | Added |