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Livermore
Livermore
ZHEN

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.

Institutional holdersQ2 2023: 334 institutions
Q1 2021: 227 institutionsQ2 2021: 239 institutionsQ3 2021: 235 institutionsQ4 2021: 258 institutionsQ1 2022: 240 institutionsQ2 2022: 274 institutionsQ3 2022: 255 institutionsQ4 2022: 275 institutionsQ1 2023: 319 institutionsQ2 2023: 334 institutionsQ3 2023: 345 institutionsQ4 2023: 374 institutionsQ1 2024: 375 institutionsQ2 2024: 406 institutionsQ3 2024: 465 institutionsQ4 2024: 541 institutionsQ1 2025: 618 institutionsQ2 2025: 702 institutionsQ3 2025: 754 institutionsQ4 2025: 877 institutionsQ1 2026: 913 institutionsQ2 2026: 922 institutions
Value heldQ2 2023: $4.12B
Q1 2021: $2.69BQ2 2021: $2.80BQ3 2021: $2.75BQ4 2021: $2.84BQ1 2022: $2.49BQ2 2022: $3.09BQ3 2022: $2.88BQ4 2022: $3.19BQ1 2023: $3.82BQ2 2023: $4.12BQ3 2023: $3.52BQ4 2023: $3.83BQ1 2024: $4.28BQ2 2024: $4.20BQ3 2024: $5.94BQ4 2024: $5.84BQ1 2025: $8.05BQ2 2025: $9.15BQ3 2025: $11.7BQ4 2025: $13.9BQ1 2026: $15.1BQ2 2026: $14.3B
Institutions holding GLDM and their total value by quarter
QuarterHoldersValue
Q2 2026922$14.3B
Q1 2026913$15.1B
Q4 2025877$13.9B
Q3 2025754$11.7B
Q2 2025702$9.15B
Q1 2025618$8.05B
Q4 2024541$5.84B
Q3 2024465$5.94B
Q2 2024406$4.20B
Q1 2024375$4.28B
Q4 2023374$3.83B
Q3 2023345$3.52B
Q2 2023334$4.12B
Q1 2023319$3.82B
Q4 2022275$3.19B
Q3 2022255$2.88B
Q2 2022274$3.09B
Q1 2022240$2.49B
Q4 2021258$2.84B
Q3 2021235$2.75B
Q2 2021239$2.80B
Q1 2021227$2.69B

Institutions, Q2 2023

Shares, value and share of portfolio for each institution holding World Gold Trust; share changes are against Q1 2023.

Institutions holding GLDM in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Cetera Advisors LLC14,824$564.6K0.01%−60−0.4%Reduced
Pathway Financial Advisors LLC14,409$548.8K0.18%00.0%Unchanged
Stansberry Asset Management, LLC14,361$547.0K0.10%+746+5.5%Added
Caldwell Trust Co14,247$542.7K0.07%−4,539−24.2%Reduced
SeaCrest Wealth Management, LLC13,587$517.5K0.07%+13,587New
Procyon Private Wealth Partners, LLC13,031$496.4K0.06%+892+7.3%Added
Mitchell McLeod Pugh & Williams Inc12,926$492.4K0.14%−2,649−17.0%Reduced
US Bancorp12,579$479.1K0.00%+12,579New
Great Lakes Retirement, Inc.12,235$466.0K0.08%−619−4.8%Reduced
DFPG Investments, LLC11,834$464.5K0.04%−6,579−35.7%Reduced
Vista Wealth Management Group, LLC12,000$457.1K0.05%00.0%Unchanged
Wilbanks Smith & Thomas Asset Management LLC11,944$454.9K0.02%+50+0.4%Added
Weil Company, Inc.11,943$454.9K0.20%00.0%Unchanged
Betterment LLC11,677$445.0K0.00%−37,900−76.4%Reduced
Destiny Capital Corp11,298$430.3K0.34%00.0%Unchanged
Nwam LLC11,247$428.4K0.04%+11,247New
Financial Enhancement Group LLC11,067$425.0K0.08%−332−2.9%Reduced
The PNC Financial Services Group, Inc.10,750$409.5K0.00%−194−1.8%Reduced
Veritable, L.P.10,750$409.5K0.01%00.0%Unchanged
Lam Group, Inc.10,650$405.7K0.38%+10,650New
Washington Trust Co10,608$404.1K0.02%+2,050+24.0%Added
Pecaut & Co.10,355$394.4K0.17%−540−5.0%Reduced
Segment Wealth Management, LLC9,500$361.9K0.04%−1,350−12.4%Reduced
Aptus Capital Advisors, LLC9,183$349.8K0.01%00.0%Unchanged
Advisors Capital Management, LLC9,013$343.0K0.01%00.0%Unchanged
Derbend Asset Management8,687$330.9K0.22%00.0%Unchanged
Lido Advisors, LLC8,596$327.4K0.00%+409+5.0%Added
Carmichael Hill & Associates, Inc.8,428$321.0K0.15%+7,589+904.5%Added
Valtinson Bruner Financial Planning LLC8,285$315.6K0.17%+8,285New
First Heartland Consultants, Inc.8,258$314.5K0.04%−1,696−17.0%Reduced
Independent Advisor Alliance8,244$314.0K0.01%00.0%Unchanged
Mutual Advisors, LLC8,229$313.4K0.01%+2,024+32.6%Added
Auour Investments LLC8,199$312.3K0.13%+8,199New
Wealth Management Solutions, LLC8,111$308.9K0.20%−1,181−12.7%Reduced
Appleton Partners Inc7,820$298.0K0.03%+17+0.2%Added
ShoreHaven Wealth Partners, LLC7,486$285.1K0.19%−800−9.7%Reduced
Perigon Wealth Management, LLC7,350$280.0K0.01%+7,350New
Victory Capital Management Inc7,324$279.0K0.00%−89−1.2%Reduced
WestEnd Advisors, LLC7,324$279.0K0.01%––
Windsor Group LTD7,162$273.0K0.05%+371+5.5%Added
Catalyst Private Wealth, LLC7,121$271.2K0.17%−1,859−20.7%Reduced
Capital Analysts, LLC6,987$266.0K0.01%−950−12.0%Reduced
Regimen Wealth, LLC6,670$254.1K0.11%−1,652−19.9%Reduced
Iron Financial, LLC6,550$249.5K0.13%−45−0.7%Reduced
Garrett Investment Advisors LLC6,543$249.2K0.04%+6,543New
Smith Anglin Financial, LLC6,430$244.9K0.03%+6,430New
D.A. Davidson & Co.6,419$244.5K0.00%+6,419New
Verdence Capital Advisors LLC6,306$240.2K0.03%+6,306New
Lee Financial Co6,188$235.7K0.04%00.0%Unchanged
Mosaic Family Wealth Partners, LLC6,185$235.6K0.05%+473+8.3%Added
McAdam, LLC6,147$234.1K0.02%−30.0%Reduced
Sound View Wealth Advisors Group, LLC6,105$232.5K0.03%00.0%Unchanged
Authentikos Wealth Advisory, LLC6,102$232.4K0.22%−1,019−14.3%Reduced
Van Eck Associates Corp5,993$228.0K0.00%00.0%Unchanged
Anchor Investment Management, LLC5,961$227.1K0.03%00.0%Unchanged
HRT Financial LP5,892$224.0K0.00%−8,698−59.6%Reduced
Heritage Investors Management Corp5,685$217.0K0.01%00.0%Unchanged
Washington Trust Advisors, Inc.5,691$216.8K0.02%−215−3.6%Reduced
Integrated Wealth Concepts LLC5,488$209.0K0.00%+5,488New
Two Sigma Securities, LLC5,487$209.0K0.02%−27,597−83.4%Reduced
Private Trust Co NA5,385$205.1K0.03%+1,360+33.8%Added
MSH Capital Advisors LLC5,260$200.4K0.07%−15−0.3%Reduced
Spire Wealth Management5,102$194.3K0.01%00.0%Unchanged
Lansing Street Advisors4,680$178.3K0.10%00.0%Unchanged
PDS Planning, Inc4,606$175.4K0.02%−123−2.6%Reduced
Nemes Rush Group LLC3,994$152.1K0.03%+3,994New
Federation des caisses Desjardins du Quebec2,720$103.6K0.00%+54+2.0%Added
Matrix Trust Co2,629$100.0K0.03%−386−12.8%Reduced
Larson Financial Group LLC2,567$97.8K0.01%+6+0.2%Added
Laurel Wealth Advisors LLC2,368$90.2K0.02%00.0%Unchanged
Colonial Trust Co2,363$90.0K0.02%+1,285+119.2%Added
Birch Capital Management, LLC2,061$78.5K0.05%00.0%Unchanged
Focused Wealth Management, Inc2,060$78.5K0.01%+8+0.4%Added
Community Bank, N.A.1,973$75.1K0.01%−81−3.9%Reduced
Farther Finance Advisors, LLC1,900$72.4K0.02%+1,731+1,024.3%Added
Stonebridge Capital Advisors LLC1,801$68.6K0.01%00.0%Unchanged
Harbour Investments, Inc.1,706$65.0K0.00%+201+13.4%Added
EverSource Wealth Advisors, LLC1,661$63.3K0.01%+1,661New
Salem Investment Counselors Inc1,599$60.9K0.00%00.0%Unchanged
National Bank of Canada1,337$50.9K0.00%−84−5.9%Reduced
Providence Capital Advisors, LLC1,217$46.4K0.01%−113−8.5%Reduced
RFP Financial Group LLC1,215$46.3K0.02%+1,215New
Hollencrest Capital Management1,210$46.1K0.00%+51+4.4%Added
Global Retirement Partners, LLC1,162$44.3K0.00%00.0%Unchanged
Allworth Financial LP1,023$39.0K0.00%00.0%Unchanged
Bessemer Group Inc869$33.0K0.00%00.0%Unchanged
Key Financial Inc837$31.9K0.01%00.0%Unchanged
Baystate Wealth Management LLC804$30.6K0.00%00.0%Unchanged
Bell Investment Advisors, Inc785$29.9K0.01%00.0%Unchanged
Beaird Harris Wealth Management, LLC662$25.2K0.00%−48−6.8%Reduced
Coastal Capital Group, Inc.655$24.9K0.01%00.0%Unchanged
Sound Income Strategies, LLC618$23.5K0.00%00.0%Unchanged
Financial Management Professionals, Inc.559$21.0K0.00%−30−5.1%Reduced
HBC Financial Services, PLLC511$20.0K0.01%00.0%Unchanged
TD Capital Management LLC511$19.5K0.00%+511New
Carolinas Wealth Consulting LLC486$18.5K0.00%+194+66.4%Added
Impact Partnership Wealth, LLC361$13.8K0.00%+361New
Concord Wealth Partners351$13.4K0.00%+311+777.5%Added
Beacon Capital Management, LLC351$13.4K0.00%+351New
GPS Wealth Strategies Group, LLC335$12.8K0.00%00.0%Unchanged