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 |
|---|---|---|---|---|---|
| Weil Company, Inc. | 11,943 | $467.1K | 0.21% | 00.0% | Unchanged |
| Wilbanks Smith & Thomas Asset Management LLC | 11,894 | $465.2K | 0.02% | +565+5.0% | Added |
| Steward Partners Investment Advisory, LLC | 11,778 | $460.6K | 0.01% | +11,778 | New |
| Financial Enhancement Group LLC | 11,399 | $450.1K | 0.09% | −824−6.7% | Reduced |
| Destiny Capital Corp | 11,298 | $441.9K | 0.36% | −481−4.1% | Reduced |
| The PNC Financial Services Group, Inc. | 10,944 | $428.0K | 0.00% | +194+1.8% | Added |
| Pecaut & Co. | 10,895 | $426.1K | 0.19% | −107,220−90.8% | Reduced |
| Segment Wealth Management, LLC | 10,850 | $424.3K | 0.05% | 00.0% | Unchanged |
| Veritable, L.P. | 10,750 | $420.4K | 0.01% | 00.0% | Unchanged |
| Brown Miller Wealth Management, LLC | 10,202 | $399.0K | 0.24% | +397+4.0% | Added |
| First Heartland Consultants, Inc. | 9,954 | $389.3K | 0.06% | +72+0.7% | Added |
| Wealth Management Solutions, LLC | 9,292 | $363.4K | 0.21% | +9,292 | New |
| Aptus Capital Advisors, LLC | 9,183 | $359.1K | 0.01% | +9,183 | New |
| Advisors Capital Management, LLC | 9,013 | $352.0K | 0.01% | 00.0% | Unchanged |
| Catalyst Private Wealth, LLC | 8,980 | $351.2K | 0.24% | −3,379−27.3% | Reduced |
| Derbend Asset Management | 8,687 | $339.7K | 0.25% | +1,500+20.9% | Added |
| Washington Trust Co | 8,558 | $334.7K | 0.02% | 00.0% | Unchanged |
| Regimen Wealth, LLC | 8,322 | $325.5K | 0.14% | +8,322 | New |
| ShoreHaven Wealth Partners, LLC | 8,286 | $324.1K | 0.23% | −16,104−66.0% | Reduced |
| Independent Advisor Alliance | 8,244 | $322.4K | 0.02% | −5,008−37.8% | Reduced |
| Lido Advisors, LLC | 8,187 | $320.2K | 0.00% | +146+1.8% | Added |
| Capital Analysts, LLC | 7,937 | $311.0K | 0.02% | +382+5.1% | Added |
| Appleton Partners Inc | 7,803 | $305.0K | 0.03% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 7,746 | $302.9K | 0.00% | +7,746 | New |
| WestEnd Advisors, LLC | – | $289.9K | 0.01% | – | – |
| Victory Capital Management Inc | 7,413 | $289.9K | 0.00% | +7,413 | New |
| Householder Group Estate & Retirement Specialist, LLC | 7,270 | $284.0K | 0.11% | +7,270 | New |
| Windsor Group LTD | 6,791 | $268.0K | 0.05% | −319−4.5% | Reduced |
| Iron Financial, LLC | 6,595 | $257.9K | 0.14% | +18+0.3% | Added |
| Authentikos Wealth Advisory, LLC | 7,121 | $257.7K | 0.26% | +7,121 | New |
| Secure Asset Management, LLC | 6,296 | $246.2K | 0.08% | +6,296 | New |
| Mutual Advisors, LLC | 6,205 | $242.7K | 0.01% | +98+1.6% | Added |
| Lee Financial Co | 6,188 | $242.0K | 0.04% | +6,188 | New |
| McAdam, LLC | 6,150 | $240.5K | 0.02% | −3,874−38.6% | Reduced |
| Sound View Wealth Advisors Group, LLC | 6,105 | $238.8K | 0.03% | −89−1.4% | Reduced |
| BEAM Asset Management, LLC | 6,086 | $238.0K | 0.24% | −262−4.1% | Reduced |
| Van Eck Associates Corp | 5,993 | $234.0K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 5,961 | $233.1K | 0.03% | −151−2.5% | Reduced |
| Washington Trust Advisors, Inc. | 5,906 | $231.0K | 0.02% | −215−3.5% | Reduced |
| Citadel Advisors LLC | 5,760 | $225.3K | 0.00% | +5,760 | New |
| Mosaic Family Wealth Partners, LLC | 5,712 | $223.4K | 0.05% | +5,712 | New |
| Heritage Investors Management Corp | 5,685 | $222.0K | 0.01% | 00.0% | Unchanged |
| Colonial River Wealth Management, LLC | 5,423 | $212.1K | 0.12% | −1,754−24.4% | Reduced |
| Kestra Advisory Services, LLC | 5,403 | $211.3K | 0.00% | −1,067−16.5% | Reduced |
| Hamilton Capital, LLC | 5,296 | $207.1K | 0.01% | +5,296 | New |
| MSH Capital Advisors LLC | 5,275 | $206.3K | 0.09% | −2,509−32.2% | Reduced |
| LaSalle St. Investment Advisors, LLC | 5,216 | $203.0K | 0.09% | +5,216 | New |
| Myecfo, LLC | 5,115 | $200.0K | 0.15% | +5,115 | New |
| Spire Wealth Management | 5,102 | $199.5K | 0.01% | 00.0% | Unchanged |
| PDS Planning, Inc | 4,729 | $185.0K | 0.03% | +12+0.3% | Added |
| Lansing Street Advisors | 4,680 | $183.0K | 0.11% | −4,043−46.3% | Reduced |
| Private Trust Co NA | 4,025 | $157.4K | 0.02% | +304+8.2% | Added |
| Northwestern Mutual Wealth Management Co | 3,870 | $151.4K | 0.00% | −329−7.8% | Reduced |
| Matrix Trust Co | 3,015 | $118.0K | 0.03% | +3,015 | New |
| Federation des caisses Desjardins du Quebec | 2,666 | $104.3K | 0.00% | −1,008−27.4% | Reduced |
| Larson Financial Group LLC | 2,561 | $100.2K | 0.01% | +6+0.2% | Added |
| Laurel Wealth Advisors LLC | 2,368 | $92.6K | 0.02% | +2,368 | New |
| Birch Capital Management, LLC | 2,061 | $80.6K | 0.05% | 00.0% | Unchanged |
| Community Bank, N.A. | 2,054 | $80.3K | 0.01% | −120−5.5% | Reduced |
| Focused Wealth Management, Inc | 2,052 | $80.3K | 0.02% | +200+10.8% | Added |
| Stonebridge Capital Advisors LLC | 1,801 | $70.4K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 1,599 | $62.5K | 0.00% | +200+14.3% | Added |
| Grey Fox Wealth Advisors, LLC | 1,528 | $59.8K | 0.04% | +1,528 | New |
| Harbour Investments, Inc. | 1,505 | $58.9K | 0.00% | −347−18.7% | Reduced |
| National Bank of Canada | 1,421 | $55.6K | 0.00% | +49+3.6% | Added |
| Providence Capital Advisors, LLC | 1,330 | $52.0K | 0.01% | +1,330 | New |
| Global Retirement Partners, LLC | 1,162 | $46.9K | 0.00% | +433+59.4% | Added |
| Hollencrest Capital Management | 1,159 | $45.3K | 0.00% | +164+16.5% | Added |
| Colonial Trust Co | 1,078 | $42.2K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 1,023 | $40.0K | 0.00% | +1+0.1% | Added |
| Bessemer Group Inc | 869 | $34.0K | 0.00% | +500+135.5% | Added |
| Carmichael Hill & Associates, Inc. | 839 | $32.8K | 0.02% | 00.0% | Unchanged |
| Key Financial Inc | 837 | $32.7K | 0.01% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 804 | $31.4K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 785 | $30.7K | 0.01% | +785 | New |
| Retirement Group, LLC | 735 | $29.0K | 0.01% | +735 | New |
| Beaird Harris Wealth Management, LLC | 710 | $27.8K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 655 | $25.6K | 0.01% | +655 | New |
| Sound Income Strategies, LLC | 618 | $24.2K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 589 | $23.0K | 0.00% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 511 | $20.0K | 0.02% | 00.0% | Unchanged |
| Glassman Wealth Services | 388 | $15.2K | 0.00% | −1,119−74.3% | Reduced |
| GPS Wealth Strategies Group, LLC | 335 | $13.1K | 0.00% | +335 | New |
| Citigroup Inc | 317 | $12.4K | 0.00% | +295+1,340.9% | Added |
| Fifth Third Bancorp | 308 | $12.0K | 0.00% | −127−29.2% | Reduced |
| Carolinas Wealth Consulting LLC | 292 | $11.4K | 0.00% | −2,062−87.6% | Reduced |
| Geneos Wealth Management Inc. | 258 | $10.1K | 0.00% | −440−63.0% | Reduced |
| Financial Perspectives, Inc | 217 | $8.49K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 191 | $7.47K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 189 | $7.39K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 182 | $7.12K | 0.00% | +53+41.1% | Added |
| Farther Finance Advisors, LLC | 169 | $6.63K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 174 | $6.00K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 135 | $5.33K | 0.00% | +135 | New |
| New England Capital Financial Advisors LLC | 135 | $5.28K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 135 | $5.28K | 0.00% | +135 | New |
| CWM, LLC | 120 | $5.00K | 0.00% | −271−69.3% | Reduced |
| HHM Wealth Advisors, LLC | 113 | $4.42K | 0.00% | +113 | New |
| Tower Research Capital LLC (TRC) | 99 | $4.00K | 0.00% | −29−22.7% | Reduced |
| Pacifica Partners Inc. | 100 | $3.96K | 0.00% | 00.0% | Unchanged |