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 |
|---|---|---|---|---|---|
| Benjamin Edwards Inc | 80,098 | $3.13M | 0.76% | +80,098 | New |
| BKD Wealth Advisors, LLC | 79,875 | $3.12M | 0.10% | +197+0.2% | Added |
| Upper Left Wealth Management, LLC | 77,008 | $3.01M | 3.42% | −1,860−2.4% | Reduced |
| Tokio Marine Asset Management Co Ltd | 76,200 | $2.98M | 0.21% | +3,200+4.4% | Added |
| Purus Wealth Management, LLC | 76,103 | $2.98M | 2.35% | −830−1.1% | Reduced |
| Abbrea Capital, LLC | 75,454 | $2.95M | 0.50% | +357+0.5% | Added |
| Advisory Alpha, LLC | 73,714 | $2.88M | 0.18% | +5,825+8.6% | Added |
| Managed Asset Portfolios, LLC | 73,500 | $2.88M | 0.44% | +73,500 | New |
| Catalyst Capital Advisors LLC | 73,500 | $2.87M | 0.09% | +73,500 | New |
| Commonwealth Equity Services, LLC | 72,308 | $2.83M | 0.01% | −8,039−10.0% | Reduced |
| Marble Harbor Investment Counsel, LLC | 71,625 | $2.80M | 0.36% | −3,000−4.0% | Reduced |
| Mission Creek Capital Partners, Inc. | 69,630 | $2.72M | 0.93% | −151−0.2% | Reduced |
| Alliance Wealth Advisors, LLC | 67,289 | $2.63M | 1.06% | +45,657+211.1% | Added |
| Sentinel Pension Advisors Inc | 64,908 | $2.60M | 0.66% | +2,501+4.0% | Added |
| Cabot Wealth Management Inc | 66,241 | $2.59M | 0.41% | +1,514+2.3% | Added |
| IMC-Chicago, LLC | 65,607 | $2.57M | 0.43% | +7,198+12.3% | Added |
| Baker Ellis Asset Management LLC | 65,600 | $2.57M | 0.46% | −275−0.4% | Reduced |
| Forbes Financial Planning, Inc. | 65,383 | $2.56M | 2.52% | +65,383 | New |
| Mariner, LLC | 64,460 | $2.52M | 0.01% | −19,137−22.9% | Reduced |
| Evercore Wealth Management, LLC | 64,063 | $2.51M | 0.05% | −10,550−14.1% | Reduced |
| Lodestar Private Asset Management LLC | 61,800 | $2.42M | 0.43% | +5,321+9.4% | Added |
| Mills Wealth Advisors LLC | 60,145 | $2.35M | 1.89% | +50,454+520.6% | Added |
| National Asset Management, Inc. | 59,921 | $2.34M | 0.06% | +59,921 | New |
| Belpointe Asset Management LLC | 57,608 | $2.25M | 0.12% | +161+0.3% | Added |
| Rockefeller Capital Management L.P. | 56,547 | $2.21M | 0.01% | +40,886+261.1% | Added |
| Jacobi Capital Management LLC | 54,674 | $2.14M | 0.25% | −1,033−1.9% | Reduced |
| Kraematon Investment Advisors, Inc | 52,549 | $2.06M | 2.38% | −325−0.6% | Reduced |
| 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 |
| Cambridge Associates LLC | 51,396 | $2.01M | 0.16% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 50,828 | $1.99M | 0.23% | +50,828 | New |
| Betterment LLC | 49,577 | $1.94M | 0.01% | −1,869−3.6% | Reduced |
| Scotia Capital Inc. | 49,112 | $1.92M | 0.01% | −2,661−5.1% | Reduced |
| Franklin Resources Inc | 47,848 | $1.87M | 0.00% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 47,665 | $1.86M | 1.95% | −4,955−9.4% | Reduced |
| Great Valley Advisor Group, Inc. | 47,353 | $1.85M | 0.09% | +47,353 | New |
| Quent Capital, LLC | 46,868 | $1.83M | 0.31% | +4,663+11.0% | Added |
| Walkner Condon Financial Advisors LLC | 45,532 | $1.78M | 0.50% | +3,386+8.0% | Added |
| Copperwynd Financial, LLC | 45,347 | $1.77M | 0.91% | +45,347 | New |
| Visionary Wealth Advisors | 43,846 | $1.71M | 0.15% | +43,846 | New |
| Cetera Advisor Networks LLC | 41,577 | $1.63M | 0.01% | +1,332+3.3% | Added |
| Richard Bernstein Advisors LLC | 41,133 | $1.61M | 0.03% | +2,706+7.0% | Added |
| Intrua Financial, LLC | 37,195 | $1.48M | 0.31% | +37,195 | New |
| Lincoln National Corp | 36,689 | $1.43M | 0.03% | +36,689 | New |
| Atria Investments LLC | 34,214 | $1.34M | 0.03% | −12,934−27.4% | Reduced |
| Merit Financial Group, LLC | 34,102 | $1.33M | 0.05% | +1,300+4.0% | Added |
| Two Sigma Securities, LLC | 33,084 | $1.29M | 0.11% | +33,084 | New |
| Brookstone Capital Management | 32,221 | $1.28M | 0.02% | −48,786−60.2% | Reduced |
| Oppenheimer & Co Inc | 32,099 | $1.26M | 0.03% | +32,099 | New |
| Gradient Capital Advisors, LLC | 31,254 | $1.22M | 0.52% | −762−2.4% | Reduced |
| Q3 Asset Management | 31,206 | $1.22M | 1.02% | +31,206 | New |
| Mangham Associates,LLC | 30,805 | $1.21M | 1.91% | +6,723+27.9% | Added |
| Creative Planning | 30,794 | $1.20M | 0.00% | +1,662+5.7% | Added |
| BFT Financial Group, LLC | 29,522 | $1.15M | 0.17% | +29,522 | New |
| Tocqueville Asset Management L.P. | 27,448 | $1.07M | 0.02% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 26,881 | $1.05M | 0.32% | +1,230+4.8% | Added |
| Legacy Capital Wealth Partners, LLC | 25,863 | $1.01M | 0.28% | +25,863 | New |
| Choate Investment Advisors | 25,760 | $1.01M | 0.05% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 25,500 | $997.3K | 0.04% | 00.0% | Unchanged |
| SWMG, LLC | 24,853 | $972.0K | 0.54% | +24,853 | New |
| Carret Asset Management, LLC | 24,245 | $948.0K | 0.13% | −600−2.4% | Reduced |
| Empowered Funds, LLC | 24,143 | $944.2K | 0.06% | +24,143 | New |
| Financial Sense Advisors, Inc. | 23,850 | $932.8K | 0.43% | +23,850 | New |
| Renaissance Technologies LLC | 23,400 | $915.0K | 0.00% | +23,400 | New |
| Continuum Advisory, LLC | 23,350 | $913.2K | 0.15% | +8,422+56.4% | Added |
| Kendall Capital Management | 22,940 | $897.0K | 0.43% | +380+1.7% | Added |
| CIBC Private Wealth Group, LLC | 22,839 | $893.2K | 0.00% | +467+2.1% | Added |
| Acorn Wealth Advisors, LLC | 22,558 | $882.2K | 0.65% | −501−2.2% | Reduced |
| Bridgewater Advisors Inc. | 21,565 | $843.4K | 0.18% | 00.0% | Unchanged |
| Leading Edge Financial Planning LLC | 20,980 | $820.5K | 0.59% | +3,453+19.7% | Added |
| Diligent Investors, LLC | 20,838 | $815.0K | 0.25% | 00.0% | Unchanged |
| FirstPurpose Wealth LLC | 20,806 | $813.7K | 0.40% | +13,116+170.6% | Added |
| Essex Financial Services, Inc. | 20,555 | $803.9K | 0.08% | +12,307+149.2% | Added |
| Flagship Harbor Advisors, LLC | 20,231 | $791.2K | 0.07% | −601−2.9% | Reduced |
| Total Investment Management Inc | 20,019 | $782.9K | 0.15% | −6,630−24.9% | Reduced |
| IFP Advisors, Inc | 20,177 | $765.7K | 0.04% | +5,447+37.0% | Added |
| Petix & Botte Co | 19,355 | $757.0K | 0.51% | +19,355 | New |
| Sargent Investment Group, LLC | 19,113 | $753.2K | 0.20% | +19,113 | New |
| Caldwell Trust Co | 18,786 | $734.7K | 0.10% | +14,555+344.0% | Added |
| Requisite Capital Management, LLC | 38,287 | $725.2K | 0.22% | 00.0% | Unchanged |
| DFPG Investments, LLC | 18,413 | $720.1K | 0.08% | +7,232+64.7% | Added |
| Robinson Value Management, Ltd. | 18,257 | $714.0K | 0.55% | 00.0% | Unchanged |
| WCG Wealth Advisors LLC | 18,025 | $705.0K | 0.09% | −1,580−8.1% | Reduced |
| One Charles Private Wealth Services, LLC | 15,724 | $615.0K | 0.38% | +15,724 | New |
| Brown Advisory Inc | 15,659 | $612.4K | 0.00% | 00.0% | Unchanged |
| B.O.S.S. Retirement Advisors, LLC | 15,633 | $611.4K | 0.14% | −1,186−7.1% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 15,575 | $609.1K | 0.19% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 15,260 | $596.0K | 0.00% | −1,789−10.5% | Reduced |
| Central Trust Co | 14,931 | $584.0K | 0.02% | +884+6.3% | Added |
| Cetera Advisors LLC | 14,884 | $582.1K | 0.01% | +1,886+14.5% | Added |
| HRT Financial LP | 14,590 | $570.0K | 0.01% | +14,590 | New |
| Pathway Financial Advisors LLC | 14,409 | $563.5K | 0.19% | 00.0% | Unchanged |
| Colony Group LLC | 13,866 | $542.0K | 0.01% | 00.0% | Unchanged |
| Stansberry Asset Management, LLC | 13,615 | $532.5K | 0.10% | −1,376−9.2% | Reduced |
| Great Lakes Retirement, Inc. | 12,854 | $502.7K | 0.09% | +12,854 | New |
| Michael B. Yongue | 12,748 | $498.6K | 0.48% | +1,950+18.1% | Added |
| Change Path, LLC | 12,450 | $487.0K | 0.02% | +12,450 | New |
| Perennial Investment Advisors, LLC | 12,335 | $482.4K | 0.09% | +12,335 | New |
| Procyon Private Wealth Partners, LLC | 12,139 | $474.8K | 0.08% | +12,139 | New |
| Vista Wealth Management Group, LLC | 12,000 | $469.3K | 0.05% | 00.0% | Unchanged |