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
- 108.0M
- +10.0M (+10.2%) vs. Q1 2023
- Total value
- $4.12B
- +$291.1M (+7.6%) 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 | 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, 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 |
|---|---|---|---|---|---|
| Castleview Partners, LLC | 1 | $38 | 0.00% | +1 | New |
| Richard W. Paul & Associates, LLC | 3 | $114 | 0.00% | −3−50.0% | Reduced |
| North Star Investment Management Corp. | 20 | $762 | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 23 | $876 | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 25 | $953 | 0.00% | +25 | New |
| Covestor Ltd | 19 | $1.00K | 0.00% | −4−17.4% | Reduced |
| Hillsdale Investment Management Inc. | 27 | $1.03K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | – | $1.14K | 0.00% | – | – |
| Glen Eagle Advisors, LLC | 33 | $1.26K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 46 | $1.75K | 0.00% | −43−48.3% | Reduced |
| Crewe Advisors LLC | 47 | $1.79K | 0.00% | +47 | New |
| Tucker Asset Management LLC | 51 | $1.94K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 82 | $3.12K | 0.00% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 83 | $3.16K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 84 | $3.20K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 99 | $3.77K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 100 | $3.80K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 100 | $3.81K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 100 | $3.81K | 0.00% | +100 | New |
| Citigroup Inc | 104 | $3.96K | 0.00% | −213−67.2% | Reduced |
| VitalStone Financial, LLC | 90 | $4.00K | 0.00% | +90 | New |
| Fifth Third Bancorp | 111 | $4.23K | 0.00% | −197−64.0% | Reduced |
| HHM Wealth Advisors, LLC | 113 | $4.30K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 126 | $4.80K | 0.00% | +55+77.5% | Added |
| 1832 Asset Management L.P. | 127 | $4.84K | 0.00% | +127 | New |
| Ronald Blue Trust, Inc. | 174 | $7.00K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 189 | $7.20K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 189 | $7.20K | 0.00% | +189 | New |
| Fiduciary Alliance LLC | 211 | $8.04K | 0.00% | +211 | New |
| Financial Perspectives, Inc | 217 | $8.27K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 258 | $9.83K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 258 | $9.83K | 0.00% | +258 | New |
| CWM, LLC | 282 | $11.0K | 0.00% | +162+135.0% | Added |
| FMR LLC | 310 | $11.8K | 0.00% | +310 | New |
| GPS Wealth Strategies Group, LLC | 335 | $12.8K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 351 | $13.4K | 0.00% | +311+777.5% | Added |
| Beacon Capital Management, LLC | 351 | $13.4K | 0.00% | +351 | New |
| Impact Partnership Wealth, LLC | 361 | $13.8K | 0.00% | +361 | New |
| Carolinas Wealth Consulting LLC | 486 | $18.5K | 0.00% | +194+66.4% | Added |
| TD Capital Management LLC | 511 | $19.5K | 0.00% | +511 | New |
| HBC Financial Services, PLLC | 511 | $20.0K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 559 | $21.0K | 0.00% | −30−5.1% | Reduced |
| Sound Income Strategies, LLC | 618 | $23.5K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 655 | $24.9K | 0.01% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 662 | $25.2K | 0.00% | −48−6.8% | Reduced |
| Bell Investment Advisors, Inc | 785 | $29.9K | 0.01% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 804 | $30.6K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 837 | $31.9K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 869 | $33.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 1,023 | $39.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,162 | $44.3K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 1,210 | $46.1K | 0.00% | +51+4.4% | Added |
| RFP Financial Group LLC | 1,215 | $46.3K | 0.02% | +1,215 | New |
| Providence Capital Advisors, LLC | 1,217 | $46.4K | 0.01% | −113−8.5% | Reduced |
| National Bank of Canada | 1,337 | $50.9K | 0.00% | −84−5.9% | Reduced |
| Salem Investment Counselors Inc | 1,599 | $60.9K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,661 | $63.3K | 0.01% | +1,661 | New |
| Harbour Investments, Inc. | 1,706 | $65.0K | 0.00% | +201+13.4% | Added |
| Stonebridge Capital Advisors LLC | 1,801 | $68.6K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,900 | $72.4K | 0.02% | +1,731+1,024.3% | Added |
| Community Bank, N.A. | 1,973 | $75.1K | 0.01% | −81−3.9% | Reduced |
| Focused Wealth Management, Inc | 2,060 | $78.5K | 0.01% | +8+0.4% | Added |
| Birch Capital Management, LLC | 2,061 | $78.5K | 0.05% | 00.0% | Unchanged |
| Colonial Trust Co | 2,363 | $90.0K | 0.02% | +1,285+119.2% | Added |
| Laurel Wealth Advisors LLC | 2,368 | $90.2K | 0.02% | 00.0% | Unchanged |
| Larson Financial Group LLC | 2,567 | $97.8K | 0.01% | +6+0.2% | Added |
| Matrix Trust Co | 2,629 | $100.0K | 0.03% | −386−12.8% | Reduced |
| Federation des caisses Desjardins du Quebec | 2,720 | $103.6K | 0.00% | +54+2.0% | Added |
| Nemes Rush Group LLC | 3,994 | $152.1K | 0.03% | +3,994 | New |
| PDS Planning, Inc | 4,606 | $175.4K | 0.02% | −123−2.6% | Reduced |
| Lansing Street Advisors | 4,680 | $178.3K | 0.10% | 00.0% | Unchanged |
| Spire Wealth Management | 5,102 | $194.3K | 0.01% | 00.0% | Unchanged |
| MSH Capital Advisors LLC | 5,260 | $200.4K | 0.07% | −15−0.3% | Reduced |
| Private Trust Co NA | 5,385 | $205.1K | 0.03% | +1,360+33.8% | Added |
| Two Sigma Securities, LLC | 5,487 | $209.0K | 0.02% | −27,597−83.4% | Reduced |
| Integrated Wealth Concepts LLC | 5,488 | $209.0K | 0.00% | +5,488 | New |
| Washington Trust Advisors, Inc. | 5,691 | $216.8K | 0.02% | −215−3.6% | Reduced |
| Heritage Investors Management Corp | 5,685 | $217.0K | 0.01% | 00.0% | Unchanged |
| HRT Financial LP | 5,892 | $224.0K | 0.00% | −8,698−59.6% | Reduced |
| Anchor Investment Management, LLC | 5,961 | $227.1K | 0.03% | 00.0% | Unchanged |
| Van Eck Associates Corp | 5,993 | $228.0K | 0.00% | 00.0% | Unchanged |
| Authentikos Wealth Advisory, LLC | 6,102 | $232.4K | 0.22% | −1,019−14.3% | Reduced |
| Sound View Wealth Advisors Group, LLC | 6,105 | $232.5K | 0.03% | 00.0% | Unchanged |
| McAdam, LLC | 6,147 | $234.1K | 0.02% | −30.0% | Reduced |
| Mosaic Family Wealth Partners, LLC | 6,185 | $235.6K | 0.05% | +473+8.3% | Added |
| Lee Financial Co | 6,188 | $235.7K | 0.04% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 6,306 | $240.2K | 0.03% | +6,306 | New |
| D.A. Davidson & Co. | 6,419 | $244.5K | 0.00% | +6,419 | New |
| Smith Anglin Financial, LLC | 6,430 | $244.9K | 0.03% | +6,430 | New |
| Garrett Investment Advisors LLC | 6,543 | $249.2K | 0.04% | +6,543 | New |
| Iron Financial, LLC | 6,550 | $249.5K | 0.13% | −45−0.7% | Reduced |
| Regimen Wealth, LLC | 6,670 | $254.1K | 0.11% | −1,652−19.9% | Reduced |
| Capital Analysts, LLC | 6,987 | $266.0K | 0.01% | −950−12.0% | Reduced |
| Catalyst Private Wealth, LLC | 7,121 | $271.2K | 0.17% | −1,859−20.7% | Reduced |
| Windsor Group LTD | 7,162 | $273.0K | 0.05% | +371+5.5% | Added |
| Victory Capital Management Inc | 7,324 | $279.0K | 0.00% | −89−1.2% | Reduced |
| WestEnd Advisors, LLC | 7,324 | $279.0K | 0.01% | – | – |
| Perigon Wealth Management, LLC | 7,350 | $280.0K | 0.01% | +7,350 | New |
| ShoreHaven Wealth Partners, LLC | 7,486 | $285.1K | 0.19% | −800−9.7% | Reduced |
| Appleton Partners Inc | 7,820 | $298.0K | 0.03% | +17+0.2% | Added |