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 |
|---|---|---|---|---|---|
| MML Investors Services, LLC | 92,940 | $3.54M | 0.02% | +92,940 | New |
| RSM US Wealth Management LLC | 92,680 | $3.53M | 0.12% | −2,805−2.9% | Reduced |
| Commonwealth Equity Services, LLC | 92,568 | $3.53M | 0.01% | +20,260+28.0% | Added |
| Palladiem, LLC | 91,975 | $3.50M | 3.60% | +91,975 | New |
| Financial Guidance Group, Inc. | 89,727 | $3.42M | 2.51% | −825−0.9% | Reduced |
| Purus Wealth Management, LLC | 86,017 | $3.28M | 2.12% | +9,914+13.0% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 85,555 | $3.26M | 0.21% | +1,276+1.5% | Added |
| National Asset Management, Inc. | 85,415 | $3.25M | 0.07% | +25,494+42.5% | Added |
| Ci Investments Inc. | 80,534 | $3.07M | 0.02% | 00.0% | Unchanged |
| Abbrea Capital, LLC | 80,454 | $3.06M | 0.47% | +5,000+6.6% | Added |
| Integrated Advisors Network LLC | 79,146 | $3.01M | 0.17% | −4,195−5.0% | Reduced |
| Benjamin Edwards Inc | 79,099 | $3.01M | 0.70% | −999−1.2% | Reduced |
| BKD Wealth Advisors, LLC | 79,073 | $3.01M | 0.09% | −802−1.0% | Reduced |
| Upper Left Wealth Management, LLC | 77,133 | $2.94M | 3.27% | +125+0.2% | Added |
| Tokio Marine Asset Management Co Ltd | 75,300 | $2.87M | 0.18% | −900−1.2% | Reduced |
| Mariner, LLC | 74,803 | $2.85M | 0.01% | +10,343+16.0% | Added |
| Great Valley Advisor Group, Inc. | 74,328 | $2.83M | 0.12% | +26,975+57.0% | Added |
| Managed Asset Portfolios, LLC | 73,500 | $2.80M | 0.42% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 73,500 | $2.80M | 0.08% | 00.0% | Unchanged |
| Magnolia Capital Advisors LLC | 72,563 | $2.76M | 1.39% | +72,563 | New |
| Brookstone Capital Management | 71,984 | $2.75M | 0.06% | +39,763+123.4% | Added |
| Colony Group LLC | 71,690 | $2.73M | 0.04% | +57,824+417.0% | Added |
| Rockefeller Capital Management L.P. | 71,219 | $2.71M | 0.01% | +14,672+25.9% | Added |
| Marble Harbor Investment Counsel, LLC | 71,075 | $2.71M | 0.34% | −550−0.8% | Reduced |
| Sentinel Pension Advisors Inc | 70,082 | $2.67M | 0.65% | +5,174+8.0% | Added |
| Prime Capital Investment Advisors, LLC | 69,581 | $2.65M | 0.05% | +69,581 | New |
| Advisory Alpha, LLC | 68,045 | $2.60M | 0.13% | −5,669−7.7% | Reduced |
| Evercore Wealth Management, LLC | 66,876 | $2.55M | 0.05% | +2,813+4.4% | Added |
| Forbes Financial Planning, Inc. | 66,658 | $2.54M | 2.45% | +1,275+2.0% | Added |
| Mission Creek Capital Partners, Inc. | 66,581 | $2.54M | 0.82% | −3,049−4.4% | Reduced |
| Cabot Wealth Management Inc | 66,479 | $2.53M | 0.38% | +238+0.4% | Added |
| Atria Wealth Solutions, Inc. | 65,789 | $2.51M | 0.03% | +58,043+749.3% | Added |
| Lodestar Private Asset Management LLC | 63,603 | $2.42M | 0.41% | +1,803+2.9% | Added |
| Baker Ellis Asset Management LLC | 63,600 | $2.42M | 0.41% | −2,000−3.0% | Reduced |
| Kraematon Investment Advisors, Inc | 63,124 | $2.40M | 2.64% | +10,575+20.1% | Added |
| Change Path, LLC | 58,350 | $2.22M | 0.10% | +45,900+368.7% | Added |
| Quent Capital, LLC | 57,676 | $2.20M | 0.34% | +10,808+23.1% | Added |
| Alliance Wealth Advisors, LLC | 56,519 | $2.15M | 0.80% | −10,770−16.0% | Reduced |
| Jacobi Capital Management LLC | 56,449 | $2.15M | 0.24% | +1,775+3.2% | Added |
| GeoWealth Management, LLC | 55,352 | $2.11M | 0.23% | +4,524+8.9% | Added |
| 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 |
| Arete Wealth Advisors, LLC | 52,625 | $2.00M | 0.18% | +52,625 | New |
| Cambridge Associates LLC | 51,396 | $1.96M | 0.15% | 00.0% | Unchanged |
| Mills Wealth Advisors LLC | 50,661 | $1.93M | 1.47% | −9,484−15.8% | Reduced |
| Walkner Condon Financial Advisors LLC | 49,147 | $1.87M | 0.50% | +3,615+7.9% | Added |
| One Charles Private Wealth Services, LLC | 48,396 | $1.84M | 1.07% | +32,672+207.8% | Added |
| Franklin Resources Inc | 47,848 | $1.82M | 0.00% | 00.0% | Unchanged |
| Lincoln National Corp | 47,297 | $1.80M | 0.04% | +10,608+28.9% | Added |
| Scotia Capital Inc. | 47,113 | $1.79M | 0.01% | −1,999−4.1% | Reduced |
| Capstone Wealth Management Group, LLC | 46,419 | $1.77M | 1.82% | +46,419 | New |
| Visionary Wealth Advisors | 45,424 | $1.73M | 0.14% | +1,578+3.6% | Added |
| Cetera Advisor Networks LLC | 44,229 | $1.68M | 0.01% | +2,652+6.4% | Added |
| Copperwynd Financial, LLC | 43,950 | $1.67M | 0.78% | −1,397−3.1% | Reduced |
| WFA of San Diego, LLC | 41,874 | $1.59M | 1.57% | −5,791−12.1% | Reduced |
| Green Harvest Asset Management LLC | 41,575 | $1.58M | 0.06% | +41,575 | New |
| Richard Bernstein Advisors LLC | 39,540 | $1.51M | 0.03% | −1,593−3.9% | Reduced |
| Petix & Botte Co | 38,710 | $1.47M | 0.46% | +19,355+100.0% | Added |
| Cresset Asset Management, LLC | 38,250 | $1.46M | 0.01% | +38,250 | New |
| Mangham Associates,LLC | 37,305 | $1.42M | 2.42% | +6,500+21.1% | Added |
| Oppenheimer & Co Inc | 36,157 | $1.38M | 0.03% | +4,058+12.6% | Added |
| Atria Investments LLC | 35,469 | $1.35M | 0.02% | +1,255+3.7% | Added |
| Financial Sense Advisors, Inc. | 34,850 | $1.33M | 0.61% | +11,000+46.1% | Added |
| Merit Financial Group, LLC | 34,168 | $1.30M | 0.04% | +66+0.2% | Added |
| Essex Financial Services, Inc. | 32,953 | $1.26M | 0.14% | +12,398+60.3% | Added |
| Gradient Capital Advisors, LLC | 31,994 | $1.22M | 0.49% | +740+2.4% | Added |
| Creative Planning | 30,987 | $1.18M | 0.00% | +193+0.6% | Added |
| BFT Financial Group, LLC | 29,395 | $1.12M | 0.13% | −127−0.4% | Reduced |
| Forbes J M & Co LLP | 28,711 | $1.09M | 0.14% | +28,711 | New |
| SWMG, LLC | 28,488 | $1.09M | 0.57% | +3,635+14.6% | Added |
| Global Wealth Management Investment Advisory, Inc. | 27,706 | $1.06M | 0.29% | +825+3.1% | Added |
| Tocqueville Asset Management L.P. | 27,505 | $1.05M | 0.02% | +57+0.2% | Added |
| Valicenti Advisory Services Inc | 26,459 | $1.01M | 0.32% | +26,459 | New |
| Intrua Financial, LLC | 26,341 | $1.00M | 0.18% | −10,854−29.2% | Reduced |
| Choate Investment Advisors | 25,760 | $981.2K | 0.04% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 25,500 | $971.3K | 0.03% | 00.0% | Unchanged |
| Carret Asset Management, LLC | 24,245 | $923.5K | 0.12% | 00.0% | Unchanged |
| Leading Edge Financial Planning LLC | 22,765 | $867.1K | 0.57% | +1,785+8.5% | Added |
| CIBC Private Wealth Group, LLC | 22,352 | $851.4K | 0.00% | −487−2.1% | Reduced |
| Kendall Capital Management | 22,136 | $843.0K | 0.37% | −804−3.5% | Reduced |
| Acorn Wealth Advisors, LLC | 22,091 | $841.4K | 0.57% | −467−2.1% | Reduced |
| Robinson Value Management, Ltd. | 21,750 | $828.5K | 0.60% | +3,493+19.1% | Added |
| Bridgewater Advisors Inc. | 21,565 | $821.4K | 0.16% | 00.0% | Unchanged |
| Diligent Investors, LLC | 20,838 | $793.7K | 0.23% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 20,744 | $790.1K | 0.00% | +5,484+35.9% | Added |
| Continuum Advisory, LLC | 20,514 | $781.4K | 0.12% | −2,836−12.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 20,172 | $768.4K | 0.00% | +16,302+421.2% | Added |
| Total Investment Management Inc | 19,969 | $760.6K | 0.10% | −50−0.2% | Reduced |
| Sargent Investment Group, LLC | 19,081 | $726.8K | 0.18% | −32−0.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 18,471 | $703.6K | 0.01% | +6,693+56.8% | Added |
| American Trust | 17,670 | $673.1K | 0.05% | +17,670 | New |
| Brown Miller Wealth Management, LLC | 16,830 | $641.1K | 0.35% | +6,628+65.0% | Added |
| B.O.S.S. Retirement Advisors, LLC | 16,473 | $627.5K | 0.13% | +840+5.4% | Added |
| FirstPurpose Wealth LLC | 16,208 | $617.4K | 0.26% | −4,598−22.1% | Reduced |
| Central Trust Co | 16,206 | $617.3K | 0.02% | +1,275+8.5% | Added |
| Formidable Asset Management, LLC | 16,209 | $617.0K | 0.13% | +16,209 | New |
| Brown Advisory Inc | 15,659 | $596.5K | 0.00% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 15,590 | $593.8K | 0.04% | +15,590 | New |
| WCG Wealth Advisors LLC | 15,691 | $589.0K | 0.07% | −2,334−12.9% | Reduced |
| Mather Group, LLC. | 15,362 | $585.1K | 0.01% | +15,362 | New |