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, Q2 2023
Institutional positions in World Gold Trust as of Jun 30, 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
- 334
- +16 vs. Q1 2023
- Shares held
- 108.2M
- +6.91M (+6.8%) vs. Q1 2023
- Total value
- $4.12B
- +$169.2M (+4.3%) vs. Q1 2023
- New holders
- 49
- 122 more added
- Sold out
- 33
- 99 more reduced
1 institution that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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 | 878 | $13.9B |
| Q3 2025 | 754 | $11.8B |
| Q2 2025 | 702 | $9.26B |
| Q1 2025 | 618 | $8.05B |
| Q4 2024 | 541 | $5.85B |
| Q3 2024 | 465 | $5.95B |
| Q2 2024 | 406 | $4.21B |
| Q1 2024 | 375 | $4.84B |
| Q4 2023 | 374 | $4.09B |
| Q3 2023 | 345 | $3.52B |
| Q2 2023 | 334 | $4.12B |
| Q1 2023 | 319 | $3.95B |
| Q4 2022 | 275 | $3.67B |
| Q3 2022 | 255 | $2.88B |
| Q2 2022 | 274 | $3.11B |
| Q1 2022 | 240 | $2.55B |
| Q4 2021 | 258 | $2.86B |
| Q3 2021 | 235 | $2.75B |
| Q2 2021 | 239 | $2.81B |
| Q1 2021 | 227 | $2.69B |
Institutions, Q2 2023
Shares, value and share of portfolio for each institution holding World Gold Trust; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sumitomo Mitsui Trust Holdings, Inc. | 14,400,000 | $548.5M | 0.43% | 00.0% | Unchanged |
| Morgan Stanley | 5,459,387 | $207.9M | 0.02% | +637,282+13.2% | Added |
| Cassaday & Co Wealth Management LLC | 5,250,656 | $200.0M | 7.93% | +14,872+0.3% | Added |
| Evoke Wealth, LLC | 5,250,545 | $200.0M | 6.95% | +204,865+4.1% | Added |
| Adventist Health System Sunbelt Healthcare Corp | 4,631,526 | $176.4M | 9.74% | 00.0% | Unchanged |
| Jane Street Group, LLC | 3,465,898 | $132.0M | 0.18% | +3,465,898 | New |
| 3EDGE Asset Management, LP | 3,175,560 | $121.0M | 9.12% | −773,571−19.6% | Reduced |
| Bank of America Corp | 3,104,867 | $118.3M | 0.01% | +1,120,601+56.5% | Added |
| UBS Group AG | 3,046,302 | $116.0M | 0.05% | +168,441+5.9% | Added |
| Toroso Investments, LLC | 2,854,019 | $108.7M | 3.20% | −3,610,921−55.9% | Reduced |
| Asset Management One Co.,Ltd. | 2,836,557 | $108.0M | 0.46% | +65,182+2.4% | Added |
| Balentine LLC | 2,787,780 | $106.2M | 3.52% | +1,210,303+76.7% | Added |
| State Street Corp | 2,432,523 | $92.7M | 0.00% | +634,544+35.3% | Added |
| Stifel Financial Corp | 2,031,737 | $77.4M | 0.11% | +88,428+4.6% | Added |
| Charles Schwab Investment Management Inc | 1,906,482 | $72.6M | 0.02% | +636,229+50.1% | Added |
| Congress Wealth Management LLC | 1,813,154 | $69.1M | 1.60% | −12,374−0.7% | Reduced |
| Ameriprise Financial Inc | 1,668,663 | $63.6M | 0.02% | +539,330+47.8% | Added |
| Medici Capital LLC | 1,421,577 | $54.1M | 80.29% | +42,000+3.0% | Added |
| Greenline Partners, LLC | 1,393,619 | $53.1M | 9.93% | +17,876+1.3% | Added |
| Mirae Asset Global Investments Co., Ltd. | 1,285,185 | $49.0M | 0.10% | −88,997−6.5% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 1,283,833 | $48.9M | 1.86% | +76,395+6.3% | Added |
| Miracle Mile Advisors, LLC | 1,239,225 | $47.2M | 1.43% | −8,474−0.7% | Reduced |
| LPL Financial LLC | 1,175,261 | $44.8M | 0.03% | +339,182+40.6% | Added |
| Hollow Brook Wealth Management LLC | 1,145,867 | $43.6M | 18.87% | +67,203+6.2% | Added |
| Bank of Montreal | 1,039,660 | $40.5M | 0.01% | +1,039,660 | New |
| Cohen & Steers, Inc. | 1,030,209 | $39.2M | 0.08% | −174,233−14.5% | Reduced |
| Strategic Financial Services, Inc, | 1,017,835 | $38.7M | 2.88% | −9,925−1.0% | Reduced |
| Royal Bank of Canada | 979,048 | $37.3M | 0.01% | +188,724+23.9% | Added |
| Richard C. Young & CO., LTD. | 880,041 | $33.5M | 4.60% | +6,318+0.7% | Added |
| AE Wealth Management LLC | 861,228 | $32.8M | 0.20% | +26,923+3.2% | Added |
| Bank of New York Mellon Corp | 844,606 | $32.2M | 0.01% | −81,273−8.8% | Reduced |
| American Investment Services, Inc. | 844,348 | $32.2M | 6.52% | −53,179−5.9% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 825,360 | $31.4M | 0.48% | +126,050+18.0% | Added |
| Advisor Group Holdings, Inc. | 783,232 | $29.8M | 0.05% | +437,791+126.7% | Added |
| Capital Planning Advisors, LLC | 660,378 | $25.2M | 5.10% | +24,416+3.8% | Added |
| Envestnet Asset Management Inc | 651,327 | $24.8M | 0.01% | −15,517−2.3% | Reduced |
| Confluence Investment Management LLC | 647,566 | $24.7M | 0.36% | +23,684+3.8% | Added |
| TownSquare Capital, LLC | 583,979 | $22.2M | 0.41% | −125,113−17.6% | Reduced |
| Burt Wealth Advisors | 570,935 | $21.7M | 6.55% | −570−0.1% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 564,103 | $21.5M | 0.04% | −50,732−8.3% | Reduced |
| Brandywine Oak Private Wealth LLC | 527,386 | $20.1M | 2.25% | +3,721+0.7% | Added |
| Gradient Investments LLC | 526,136 | $20.0M | 0.52% | −1,184,486−69.2% | Reduced |
| SNS Financial Group, LLC | 518,462 | $19.7M | 2.57% | −18,404−3.4% | Reduced |
| MBL Wealth, LLC | 515,733 | $19.6M | 2.77% | +31,299+6.5% | Added |
| Parcion Private Wealth LLC | 494,842 | $18.8M | 1.90% | +20,184+4.3% | Added |
| Assetmark, Inc | 459,132 | $17.5M | 0.07% | −893−0.2% | Reduced |
| Wells Fargo & Company | 458,005 | $17.4M | 0.01% | +93,970+25.8% | Added |
| Cerity Partners LLC | 457,249 | $17.4M | 0.07% | +34,385+8.1% | Added |
| Baird Financial Group, Inc. | 433,842 | $16.5M | 0.04% | +69,314+19.0% | Added |
| Oversea-Chinese Banking CORP Ltd | 431,220 | $16.4M | 0.80% | −16,453−3.7% | Reduced |
| PFS Investments Inc. | 430,206 | $16.4M | 0.27% | −32,367−7.0% | Reduced |
| JNBA Financial Advisors | 377,325 | $14.4M | 1.72% | +5,597+1.5% | Added |
| Beaumont Financial Advisors, LLC | 373,992 | $14.2M | 1.32% | −17,554−4.5% | Reduced |
| Keudell/Morrison Wealth Management | 371,484 | $14.1M | 4.08% | +14,750+4.1% | Added |
| Citadel Advisors LLC | 365,706 | $13.9M | 0.02% | +359,946+6,249.1% | Added |
| Eudaimonia Partners, LLC | 345,110 | $13.1M | 2.96% | +10,129+3.0% | Added |
| Joseph Group Capital Management | 342,624 | $13.1M | 10.97% | −17,845−5.0% | Reduced |
| AMJ Financial Wealth Management | 323,272 | $12.3M | 5.41% | +212,522+191.9% | Added |
| Nottingham Advisors, Inc. | 314,517 | $12.0M | 1.57% | −24,282−7.2% | Reduced |
| Raymond James & Associates | 291,948 | $11.1M | 0.01% | −50,243−14.7% | Reduced |
| Gould Asset Management LLC | 288,439 | $11.0M | 3.07% | −10,543−3.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 270,624 | $10.3M | 0.05% | −71,290−20.9% | Reduced |
| Timber Creek Capital Management LLC | 264,934 | $10.1M | 3.47% | −10,914−4.0% | Reduced |
| Coco Enterprises, LLC | 264,916 | $10.1M | 7.66% | +1,190+0.5% | Added |
| Deutsche Bank AG | 250,000 | $9.52M | 0.01% | 00.0% | Unchanged |
| Financial Strategies Group, Inc. | 240,396 | $9.16M | 2.93% | +32,262+15.5% | Added |
| SEI Investments Co | 225,386 | $8.58M | 0.01% | −32,685−12.7% | Reduced |
| AIFG Consultants Ltd. | 208,109 | $7.93M | 6.36% | −2,161−1.0% | Reduced |
| Virtu Financial LLC | 206,368 | $7.86M | 0.60% | +206,368 | New |
| Bangor Savings Bank | 194,198 | $7.40M | 0.84% | +194,198 | New |
| Warren Street Wealth Advisors, LLC | 193,769 | $7.38M | 4.87% | +1,698+0.9% | Added |
| IFP Advisors, Inc | 191,422 | $7.28M | 0.16% | +171,245+848.7% | Added |
| R. W. Roge & Company, Inc. | 183,642 | $6.99M | 4.87% | −51,895−22.0% | Reduced |
| Private Advisor Group, LLC | 168,567 | $6.42M | 0.06% | −2,336−1.4% | Reduced |
| Susquehanna International Group, LLP | 167,438 | $6.38M | 0.01% | +167,438 | New |
| WR Wealth Planners, LLC | 165,864 | $6.32M | 2.45% | +5,643+3.5% | Added |
| CoreCap Advisors, LLC | 161,180 | $6.14M | 0.44% | +161,180 | New |
| Synovus Financial Corp | 155,596 | $5.93M | 0.06% | −6,305−3.9% | Reduced |
| Portside Wealth Group, LLC | 148,320 | $5.65M | 1.05% | +148,320 | New |
| Versant Capital Management, Inc | 145,703 | $5.55M | 1.77% | −2,624−1.8% | Reduced |
| Wealth Advisory Solutions, LLC | 144,769 | $5.51M | 1.47% | +1,032+0.7% | Added |
| Retirement Income Solutions, Inc | 144,307 | $5.50M | 1.47% | −1,072−0.7% | Reduced |
| Glenview Trust Co | 139,500 | $5.31M | 0.15% | 00.0% | Unchanged |
| Hudson Capital Management LLC | 137,848 | $5.25M | 2.02% | +1,491+1.1% | Added |
| Peak Financial Advisors LLC | 137,745 | $5.25M | 4.12% | +7,047+5.4% | Added |
| Harbor Investment Advisory, LLC | 135,254 | $5.15M | 0.72% | −3,353−2.4% | Reduced |
| Cetera Investment Advisers | 135,252 | $5.15M | 0.04% | −7,712−5.4% | Reduced |
| New York State Common Retirement Fund | 131,561 | $5.01M | 0.01% | +13,795+11.7% | Added |
| Fortis Advisors, LLC | 130,980 | $4.99M | 3.57% | −78−0.1% | Reduced |
| Advanced Research Investment Solutions, LLC | 128,578 | $4.90M | 2.82% | +2,788+2.2% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 117,537 | $4.46M | 0.01% | +2,412+2.1% | Added |
| Stapp Wealth Management, PLLC | 113,308 | $4.32M | 8.55% | +2,354+2.1% | Added |
| Flynn Zito Capital Management, LLC | 111,322 | $4.24M | 2.86% | +8,633+8.4% | Added |
| Zhang Financial LLC | 111,284 | $4.24M | 0.43% | −8,449−7.1% | Reduced |
| Wealthcare Advisory Partners LLC | 105,401 | $4.01M | 0.18% | +24,835+30.8% | Added |
| Accretive Wealth Partners, LLC | 101,921 | $3.88M | 2.30% | +1,425+1.4% | Added |
| Baker Tilly Wealth Management, LLC | 96,688 | $3.68M | 0.39% | −11,084−10.3% | Reduced |
| Wallace Advisory Group, LLC | 93,823 | $3.67M | 2.79% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 95,009 | $3.62M | 0.04% | +1,919+2.1% | Added |
| Inspirion Wealth Advisors, LLC | 93,896 | $3.58M | 0.69% | +2,359+2.6% | Added |