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 |
|---|---|---|---|---|---|
| Wealth Management Solutions, LLC | 8,111 | $308.9K | 0.20% | −1,181−12.7% | Reduced |
| Auour Investments LLC | 8,199 | $312.3K | 0.13% | +8,199 | New |
| Mutual Advisors, LLC | 8,229 | $313.4K | 0.01% | +2,024+32.6% | Added |
| Independent Advisor Alliance | 8,244 | $314.0K | 0.01% | 00.0% | Unchanged |
| First Heartland Consultants, Inc. | 8,258 | $314.5K | 0.04% | −1,696−17.0% | Reduced |
| Valtinson Bruner Financial Planning LLC | 8,285 | $315.6K | 0.17% | +8,285 | New |
| Carmichael Hill & Associates, Inc. | 8,428 | $321.0K | 0.15% | +7,589+904.5% | Added |
| Lido Advisors, LLC | 8,596 | $327.4K | 0.00% | +409+5.0% | Added |
| Derbend Asset Management | 8,687 | $330.9K | 0.22% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 9,013 | $343.0K | 0.01% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 9,183 | $349.8K | 0.01% | 00.0% | Unchanged |
| Segment Wealth Management, LLC | 9,500 | $361.9K | 0.04% | −1,350−12.4% | Reduced |
| Pecaut & Co. | 10,355 | $394.4K | 0.17% | −540−5.0% | Reduced |
| Washington Trust Co | 10,608 | $404.1K | 0.02% | +2,050+24.0% | Added |
| Lam Group, Inc. | 10,650 | $405.7K | 0.38% | +10,650 | New |
| The PNC Financial Services Group, Inc. | 10,750 | $409.5K | 0.00% | −194−1.8% | Reduced |
| Veritable, L.P. | 10,750 | $409.5K | 0.01% | 00.0% | Unchanged |
| Financial Enhancement Group LLC | 11,067 | $425.0K | 0.08% | −332−2.9% | Reduced |
| Nwam LLC | 11,247 | $428.4K | 0.04% | +11,247 | New |
| Destiny Capital Corp | 11,298 | $430.3K | 0.34% | 00.0% | Unchanged |
| Betterment LLC | 11,677 | $445.0K | 0.00% | −37,900−76.4% | Reduced |
| Weil Company, Inc. | 11,943 | $454.9K | 0.20% | 00.0% | Unchanged |
| Wilbanks Smith & Thomas Asset Management LLC | 11,944 | $454.9K | 0.02% | +50+0.4% | Added |
| Vista Wealth Management Group, LLC | 12,000 | $457.1K | 0.05% | 00.0% | Unchanged |
| DFPG Investments, LLC | 11,834 | $464.5K | 0.04% | −6,579−35.7% | Reduced |
| Great Lakes Retirement, Inc. | 12,235 | $466.0K | 0.08% | −619−4.8% | Reduced |
| US Bancorp | 12,579 | $479.1K | 0.00% | +12,579 | New |
| Mitchell McLeod Pugh & Williams Inc | 12,926 | $492.4K | 0.14% | −2,649−17.0% | Reduced |
| Procyon Private Wealth Partners, LLC | 13,031 | $496.4K | 0.06% | +892+7.3% | Added |
| SeaCrest Wealth Management, LLC | 13,587 | $517.5K | 0.07% | +13,587 | New |
| Caldwell Trust Co | 14,247 | $542.7K | 0.07% | −4,539−24.2% | Reduced |
| Stansberry Asset Management, LLC | 14,361 | $547.0K | 0.10% | +746+5.5% | Added |
| Pathway Financial Advisors LLC | 14,409 | $548.8K | 0.18% | 00.0% | Unchanged |
| Cetera Advisors LLC | 14,824 | $564.6K | 0.01% | −60−0.4% | Reduced |
| Mather Group, LLC. | 15,362 | $585.1K | 0.01% | +15,362 | New |
| WCG Wealth Advisors LLC | 15,691 | $589.0K | 0.07% | −2,334−12.9% | Reduced |
| Axxcess Wealth Management, LLC | 15,590 | $593.8K | 0.04% | +15,590 | New |
| Brown Advisory Inc | 15,659 | $596.5K | 0.00% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 16,209 | $617.0K | 0.13% | +16,209 | New |
| Central Trust Co | 16,206 | $617.3K | 0.02% | +1,275+8.5% | Added |
| FirstPurpose Wealth LLC | 16,208 | $617.4K | 0.26% | −4,598−22.1% | Reduced |
| B.O.S.S. Retirement Advisors, LLC | 16,473 | $627.5K | 0.13% | +840+5.4% | Added |
| Brown Miller Wealth Management, LLC | 16,830 | $641.1K | 0.35% | +6,628+65.0% | Added |
| American Trust | 17,670 | $673.1K | 0.05% | +17,670 | New |
| Steward Partners Investment Advisory, LLC | 18,471 | $703.6K | 0.01% | +6,693+56.8% | Added |
| Sargent Investment Group, LLC | 19,081 | $726.8K | 0.18% | −32−0.2% | Reduced |
| Total Investment Management Inc | 19,969 | $760.6K | 0.10% | −50−0.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 20,172 | $768.4K | 0.00% | +16,302+421.2% | Added |
| Continuum Advisory, LLC | 20,514 | $781.4K | 0.12% | −2,836−12.1% | Reduced |
| JPMorgan Chase & Co | 20,744 | $790.1K | 0.00% | +5,484+35.9% | Added |
| Diligent Investors, LLC | 20,838 | $793.7K | 0.23% | 00.0% | Unchanged |
| Bridgewater Advisors Inc. | 21,565 | $821.4K | 0.16% | 00.0% | Unchanged |
| Robinson Value Management, Ltd. | 21,750 | $828.5K | 0.60% | +3,493+19.1% | Added |
| Acorn Wealth Advisors, LLC | 22,091 | $841.4K | 0.57% | −467−2.1% | Reduced |
| Kendall Capital Management | 22,136 | $843.0K | 0.37% | −804−3.5% | Reduced |
| CIBC Private Wealth Group, LLC | 22,352 | $851.4K | 0.00% | −487−2.1% | Reduced |
| Leading Edge Financial Planning LLC | 22,765 | $867.1K | 0.57% | +1,785+8.5% | Added |
| Carret Asset Management, LLC | 24,245 | $923.5K | 0.12% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 25,500 | $971.3K | 0.03% | 00.0% | Unchanged |
| Choate Investment Advisors | 25,760 | $981.2K | 0.04% | 00.0% | Unchanged |
| Intrua Financial, LLC | 26,341 | $1.00M | 0.18% | −10,854−29.2% | Reduced |
| Valicenti Advisory Services Inc | 26,459 | $1.01M | 0.32% | +26,459 | New |
| Tocqueville Asset Management L.P. | 27,505 | $1.05M | 0.02% | +57+0.2% | Added |
| Global Wealth Management Investment Advisory, Inc. | 27,706 | $1.06M | 0.29% | +825+3.1% | Added |
| SWMG, LLC | 28,488 | $1.09M | 0.57% | +3,635+14.6% | Added |
| Forbes J M & Co LLP | 28,711 | $1.09M | 0.14% | +28,711 | New |
| BFT Financial Group, LLC | 29,395 | $1.12M | 0.13% | −127−0.4% | Reduced |
| Creative Planning | 30,987 | $1.18M | 0.00% | +193+0.6% | Added |
| Gradient Capital Advisors, LLC | 31,994 | $1.22M | 0.49% | +740+2.4% | Added |
| Essex Financial Services, Inc. | 32,953 | $1.26M | 0.14% | +12,398+60.3% | Added |
| Merit Financial Group, LLC | 34,168 | $1.30M | 0.04% | +66+0.2% | Added |
| Financial Sense Advisors, Inc. | 34,850 | $1.33M | 0.61% | +11,000+46.1% | Added |
| Atria Investments LLC | 35,469 | $1.35M | 0.02% | +1,255+3.7% | Added |
| Oppenheimer & Co Inc | 36,157 | $1.38M | 0.03% | +4,058+12.6% | Added |
| Mangham Associates,LLC | 37,305 | $1.42M | 2.42% | +6,500+21.1% | Added |
| Cresset Asset Management, LLC | 38,250 | $1.46M | 0.01% | +38,250 | New |
| Petix & Botte Co | 38,710 | $1.47M | 0.46% | +19,355+100.0% | Added |
| Richard Bernstein Advisors LLC | 39,540 | $1.51M | 0.03% | −1,593−3.9% | Reduced |
| Green Harvest Asset Management LLC | 41,575 | $1.58M | 0.06% | +41,575 | New |
| WFA of San Diego, LLC | 41,874 | $1.59M | 1.57% | −5,791−12.1% | Reduced |
| Copperwynd Financial, LLC | 43,950 | $1.67M | 0.78% | −1,397−3.1% | Reduced |
| Cetera Advisor Networks LLC | 44,229 | $1.68M | 0.01% | +2,652+6.4% | Added |
| Visionary Wealth Advisors | 45,424 | $1.73M | 0.14% | +1,578+3.6% | Added |
| Capstone Wealth Management Group, LLC | 46,419 | $1.77M | 1.82% | +46,419 | New |
| Scotia Capital Inc. | 47,113 | $1.79M | 0.01% | −1,999−4.1% | Reduced |
| Lincoln National Corp | 47,297 | $1.80M | 0.04% | +10,608+28.9% | Added |
| Franklin Resources Inc | 47,848 | $1.82M | 0.00% | 00.0% | Unchanged |
| One Charles Private Wealth Services, LLC | 48,396 | $1.84M | 1.07% | +32,672+207.8% | Added |
| Walkner Condon Financial Advisors LLC | 49,147 | $1.87M | 0.50% | +3,615+7.9% | Added |
| Mills Wealth Advisors LLC | 50,661 | $1.93M | 1.47% | −9,484−15.8% | Reduced |
| Cambridge Associates LLC | 51,396 | $1.96M | 0.15% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 52,625 | $2.00M | 0.18% | +52,625 | New |
| Brinker Capital Investments, LLC | 53,268 | $2.03M | 0.02% | +1,506+2.9% | Added |
| Orion Portfolio Solutions, LLC | 53,268 | $2.03M | 0.02% | +1,506+2.9% | Added |
| GeoWealth Management, LLC | 55,352 | $2.11M | 0.23% | +4,524+8.9% | Added |
| Jacobi Capital Management LLC | 56,449 | $2.15M | 0.24% | +1,775+3.2% | Added |
| Alliance Wealth Advisors, LLC | 56,519 | $2.15M | 0.80% | −10,770−16.0% | Reduced |
| Quent Capital, LLC | 57,676 | $2.20M | 0.34% | +10,808+23.1% | Added |
| Change Path, LLC | 58,350 | $2.22M | 0.10% | +45,900+368.7% | Added |
| Kraematon Investment Advisors, Inc | 63,124 | $2.40M | 2.64% | +10,575+20.1% | Added |