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 |
|---|---|---|---|---|---|
| Charles Schwab Investment Management Inc | 1,270,253 | $49.7M | 0.02% | +1,270,253 | New |
| Mirae Asset Global Investments Co., Ltd. | 1,374,182 | $53.7M | 0.13% | −180,086−11.6% | Reduced |
| Greenline Partners, LLC | 1,375,743 | $53.8M | 10.27% | −6,742−0.5% | Reduced |
| Medici Capital LLC | 1,379,577 | $54.0M | 66.78% | +633,341+84.9% | Added |
| Balentine LLC | 1,577,477 | $61.7M | 2.08% | +1,577,477 | New |
| Gradient Investments LLC | 1,710,622 | $66.9M | 1.82% | −65,709−3.7% | Reduced |
| State Street Corp | 1,797,979 | $70.3M | 0.00% | +565,442+45.9% | Added |
| Congress Wealth Management LLC | 1,825,528 | $71.4M | 1.72% | +411,624+29.1% | Added |
| Stifel Financial Corp | 1,943,309 | $76.0M | 0.11% | +1,656,224+576.9% | Added |
| Bank of America Corp | 1,984,266 | $77.6M | 0.01% | +135,558+7.3% | Added |
| Asset Management One Co.,Ltd. | 2,771,375 | $108.4M | 0.49% | +329,839+13.5% | Added |
| UBS Group AG | 2,877,861 | $112.6M | 0.05% | +349,002+13.8% | Added |
| Toroso Investments, LLC | 3,232,470 | $126.4M | 4.16% | −39,625−1.2% | Reduced |
| 3EDGE Asset Management, LP | 3,949,131 | $154.5M | 11.65% | +2,433,845+160.6% | Added |
| Adventist Health System Sunbelt Healthcare Corp | 4,631,526 | $181.1M | 13.60% | −604,144−11.5% | Reduced |
| Morgan Stanley | 4,822,105 | $188.6M | 0.02% | +800,990+19.9% | Added |
| Evoke Wealth, LLC | 5,045,680 | $191.8M | 7.00% | +154,101+3.2% | Added |
| Cassaday & Co Wealth Management LLC | 5,235,784 | $204.8M | 8.73% | +29,871+0.6% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 14,400,000 | $563.2M | 0.42% | +1,300,000+9.9% | Added |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −457,795−100.0% | Sold out |
| Fullerton Fund Management Co Ltd. | 0 | $0 | 0.00% | −328,000−100.0% | Sold out |
| Mercer Global Advisors Inc | 0 | $0 | 0.00% | −204,836−100.0% | Sold out |
| MML Investors Services, LLC | 0 | $0 | 0.00% | −71,233−100.0% | Sold out |
| Prime Capital Investment Advisors, LLC | 0 | $0 | 0.00% | −67,466−100.0% | Sold out |
| Beacon Pointe Advisors, LLC | 0 | $0 | 0.00% | −50,634−100.0% | Sold out |
| Acute Investment Advisory, LLC | 0 | $0 | 0.00% | −35,258−100.0% | Sold out |
| Flow Traders U.S. LLC | 0 | $0 | 0.00% | −18,370−100.0% | Sold out |
| CI Private Wealth, LLC | 0 | $0 | 0.00% | −17,100−100.0% | Sold out |
| Ford Financial Group, LLC | 0 | $0 | 0.00% | −12,744−100.0% | Sold out |
| Milestone Asset Management, LLC | 0 | $0 | 0.00% | −7,894−100.0% | Sold out |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −6,500−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −1,689−100.0% | Sold out |
| High Net Worth Advisory Group LLC | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| RFP Financial Group LLC | 0 | $0 | 0.00% | −1,090−100.0% | Sold out |
| AdvisorNet Financial, Inc | 0 | $0 | 0.00% | −423−100.0% | Sold out |
| GWM Advisors LLC | 0 | $0 | 0.00% | −367−100.0% | Sold out |
| Beacon Capital Management, LLC | 0 | $0 | 0.00% | −54−100.0% | Sold out |
| Crewe Advisors LLC | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| PFG Private Wealth Management, LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Alaska Permanent Fund Corp | – | – | – | – | Not filed |
| CoreCap Advisors, LLC | – | – | – | – | Not filed |
| Lloyd Advisory Services, LLC. | – | – | – | – | Not filed |
| ARGI Investment Services, LLC | – | – | – | – | Not filed |
| Boenning & Scattergood, Inc. | – | – | – | – | Not filed |
| Heritage Wealth Management, LLC | – | – | – | – | Not filed |